Client Services Onboarding Specialist Team Lead

Job Title
Client Services Onboarding Specialist Team Lead - Juris Banking

Location:
CA - San Diego, 450 B St

What You'll Do
As a Client Services Onboarding Specialist Team Lead you'll collaborate across the organization and lead the analysis of complex business challenges for your assigned business lines, serving as a strategic partner and subject matter expert in systems, processes, procedures, products, and services. You'll drive operational efficiency, optimize workflows, and provide high-level analytical insights to support data-driven decision-making. In this role, you'll collaborate closely with leadership and cross-functional teams to ensure business initiatives align with organizational strategy while fostering continuous improvement.

• Partner with stakeholders to define business requirements, assess impacts, and prioritize initiatives, ensuring alignment with the organization's strategic goals.
• Lead efforts to document, evaluate, and enhance business processes and procedures. Identify opportunities for automation and efficiency improvements. Design and manage complex reports, synthesize large datasets, and develop actionable insights that support executive decision-making.
• Oversee change management initiatives by developing communication plans and ensuring smooth adoption of process and system changes.
• Act as a liaison between business units, technology teams, and leadership to drive alignment, resolve challenges, and ensure successful project execution.
• Responsible for supporting a team in effectively managing the boarding process for each customer, constantly reaching out to the customer to transition them by following established processes, anticipating, and removing obstacles, and keeping all required stakeholders informed.
• Ensure product and application implementations are completed successfully and timely in support of all requested services and products. Schedule, coordinate, and moderate any required customer calls and training. Educate our clients on the importance of understanding and mitigating risk as it relates to their business.
• Support and develop operations procedures, staying focused on process improvement initiatives to ensure alignment with what is communicated to customers and the daily experience of our clients. Use systems and tracking tools to remain organized, ensure completion of all processes, and deliver exceptional client experience. Support training and development of Client Services Onboarding Specialist.
• May lead and develop a team; responsible for hiring, coaching, performance management, training and development

What You'll Need

• 6+ years of related experience.
• 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 to advanced experience with data analysis and research with the ability to identify and escalate cases or inquiries to mitigate bank risks.
• Intermediate to advanced skills in MS Office Suite.
• Intermediate to advanced experience with banking applications and systems preferred.
• Intermediate speaking and writing communication skills.

Compensation: Salary range for new hires is generally $100, $123,983.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

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 or call 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