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Client Service Analyst 2, Corporate Trust
2 weeks ago
Job Title:
Client Service Analyst 2, Corporate Trust - Municipal ClientsLocation:
Remote TexasWhat you'll do:
As a Client Service Analyst II, you'll be responsible for the day-to-day administration of medium-to-large client accounts and ensure excellent client service and delivery to the client base. You'll work with your assigned Relationship Manager on daily activities for their account portfolio . You will also work independently with the ability to run delas on your own.- Read and interpret trust indentures with regards to cash and compliance requirements.
- Set up payment calculations in a variety of in-house systems.
- Responsible for billing, collecting, processing debt service payments.
- Cash management of clients trust accounts,
- Receive, disburse, transfer funds as prescribed in governing documents.
- Purchase and sale of securities directed by Client or governing documents.
- Assist RMs in the collection of monthly compliance items.
- Receive and address client inquiries working with their RM.
- Interact with Municipal Intermediaries including Bond Counsel, Underwriter, Financial Advisor.
- Ensure excellent service delivery Municipal Clients in the Corporate Trust Business.
- May be engaged on Sales calls and client visits.
- Participate in business-related projects.
What you'll need:
- 3+ years of related experience or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate TranStar experience preferred.
- Intermediate speaking and writing communication skills.
Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
