Scale Bank ยท 3 months ago
CLIENT SERVICES LEADER
Edina
Full-time
Onsite
Senior Level
5+ years expScale Bank is focused on enhancing client services and operational efficiency. They are seeking a Client Services Leader who will manage the day-to-day execution of commercial account opening and treasury management product administration, ensuring compliance with regulations while optimizing processes through technology.
BankingCommercial LendingFinanceFinancial Services
Responsibilities
Documentation, onboarding, and administration of loan and treasury management products
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
Independently execute routine processing tasks for the department
Establish and maintain service level agreements, publish performance dashboards, and evaluate processes for improved service
Partner with Credit, Relationship Managers, and Compliance to ensure expectations are met
Support growth and servicing of clients and business lines
Cross train staff, ensure adequate coverage of processes, and develop a plan for maintaining skills
Coordinate end-to-end legal document sets for loans (i.e. notes, security agreements, guarantees, UCC filings/continuations, collateral perfection, insurance, tickler setup)
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
Maintain vendor relationships and act as product administrator for technology platforms; coordinate upgrades and UAT
Maintain policies/procedures/SOPs and internal controls that meet regulatory, audit, and exam expectations
Ensure processes are done in compliance with applicable laws, regulations, and Bank policies
Own remediation for audit/exam findings; reduce operational loss events and exception rates
Manage exception tracking and maintain a clean, exam-ready environment
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
Build business cases for automation or system enhancements and coordinate change management and training
Gain alignment and approval from other leaders to implement changes and improvements and ensure changes are integrated into daily operations
Anticipate future technology needs that have the potential to transform client experience, quality, and efficiency
Delighting my customers
Giving my all
Creating a great place to work
Making improvements
Keeping us compliant
The person in this role directly supervises exempt/non-exempt employees. Leaders at this level are expected to foster engagement, develop people, seek out new talent, and cultivate an awareness of and commitment to our vision, values and strategies
Qualification
Required
College degree or equivalent experience
5+ years of loan support or treasury management experience and/or training
Minimum of 2 years supervisory experience
Continuous Improvement mindset including metric development, SOPs, and root-cause problem solving
Strong stakeholder management enabling partnerships with Credit, RMs, Compliance, and IT/Vendors
Preferred
Hands-on expertise with commercial account opening (CIP/KYC/BOI/OFAC) and loan documentation workflows (UCCs, collateral, insurance/flood, ticklers)
Working knowledge of treasury management products and rules (ACH/NACHA, wires, RDC, Positive Pay) and common controls/entitlement practices
Company
Scale Bank
Scale Bank is next level business banking that helps our customers do more. Helping our customers do more for over 50 years. Our focus is your success.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Teri Keegan
EVP/Chief Financial Officer
Brendan O'Meara
SVP Chief Credit Officer at Scale Bank
Company data provided by crunchbase