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CLIENT SERVICES LEADER

gilbert structural llc

Leading company in sustainable technology solutions.

Oversee loan and treasury product onboarding, documentation, risk controls, and process improvement.

12d ago

Intermediate (4-7 years), Experienced (8-12 years), Expert & Leadership (13+ years)

Full Time

Minneapolis, MN

Office Full-Time

Company Size

1500+ globally Employees

Service Specialisms

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Sector Specialisms

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Role

What you would be doing

vendor management

treasury setup

fraud prevention

service dashboards

process automation

legal documentation

Maintain vendor relationships and act as product administrator for technology platforms; coordinate upgrades and UAT.
Support growth and servicing of clients and business lines.
Establish and maintain service level agreements, publish performance dashboards, and evaluate processes for improved service.
Own remediation for audit/exam findings; reduce operational loss events and exception rates.
Independently execute routine processing tasks for the department.
Administer treasury management product setup and maintenance (i.e. ACH, Wires, RDC, Positive Pay, online banking entitlements and limits); monitor daily controls and dual authorization practices.
Develop and implement robust fraud prevention and mitigation strategies, ensuring compliance with regulatory standards and safeguarding client assets
Review work processes and guide the team to identify changes that can leverage technology for improved quality, efficiency and effectiveness.
Partner with Credit, Relationship Managers, and Compliance to ensure expectations are met.
Champion a client-centric culture across the department by setting expectations, mentoring/managing staff, and ensuring consistent delivery of exceptional service that exceeds client expectations.
Maintain policies/procedures/SOPs and internal controls that meet regulatory, audit, and exam expectations.
Optimize current processes and identify areas where technology can enhance operations.
Gain alignment and approval from other leaders to implement changes and improvements and ensure changes are integrated into daily operations.
Keeping us compliant
Manage exception tracking and maintain a clean, exam-ready environment.
Cross train staff, ensure adequate coverage of processes, and develop a plan for maintaining skills.
Anticipate future technology needs that have the potential to transform client experience, quality, and efficiency.
Ensure processes are done in compliance with applicable laws, regulations, and Bank policies.
Build business cases for automation or system enhancements and coordinate change management and training.
Documentation, onboarding, and administration of loan and treasury management products
Coordinate end-to-end legal document sets for loans (i.e. notes, security agreements, guarantees, UCC filings/continuations, collateral perfection, insurance, tickler setup).

What you bring

continuous improvement

treasury management

account opening

supervisory experience