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Client Services Care Specialist

Job Title:

Client Services Care Specialist

Location:

CityScape

What you'll do:

As a Client Care Specialist you'll display a high level of client service, provide a professional, prompt, and accurate banking experience and exemplify the department’s “sales, service, and operations” philosophy. You'll perform transactions and service requests in accordance with established policies and procedures, assess and respond to inquiries from both clients and internal and external business partners. You'll work on a team in a fast-paced environment that requires multitasking with accuracy, toggling between multiple systems and engaging clients, while responding to questions and/or communicating resolutions in an efficient and effective manner. As a key member of the team, you may be asked to proactively contact clients, review reporting, or perform other operational processes or controls. One of your key responsibilities is to set client expectations, recommend appropriate products and services, and mitigate risk by thoroughly researching and documenting client requests and escalating issues when appropriate. You'll exhibit excellent problem solving, functional communication, and technical skills, along with a drive for exceptional client service.
  • Responsible for accurately and efficiently processing transactions, responding to client inquiries or requests with resourceful and effective client-centric communication, with a focus on assisting, researching, and resolving inquires with professionalism, precision and care.
  • Accept ownership of issues through resolution of all client inquiries either in-person or by using telephone, email, and written correspondence including any additional follow-up. Understand and respond to clients based on the urgency around time-critical situations and escalate issues to engage the appropriate internal resources in a timely manner when necessary.
  • Meet or exceed service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency. Adhere to client verification procedures to validate/verify the identity of clients prior to releasing information and/or assisting with transactions.
  • Provide support from general navigation to in-depth technical interfaces.

What you'll need:

  • 1+ years of related experience in Customer Service, Branch Banking Operations, Treasury Management Service or similar field.
  • High school diploma required.
  • Entry level knowledge of general banking, loans, treasury management and other commercial banking products and services.
  • Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Experience working in a call center or cash handling preferred.
  • Advanced 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

Average salary estimate

$47500 / YEARLY (est.)
min
max
$40000K
$55000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Services Care Specialist, Western Alliance Bank

As a Client Services Care Specialist at Western Alliance Bank in beautiful Phoenix, AZ, you'll be at the forefront of delivering a stellar banking experience for clients. Your role will be centered around providing exceptional service that aligns perfectly with our department's focus on ‘sales, service, and operations’. You'll be tasked with handling transactions and processing service requests in line with our established policies, ensuring a professional and prompt experience for all customers. Picture yourself in a dynamic team environment where multitasking is key—whether you’re toggling through different systems or engaging clients directly, every day will bring new interactions and opportunities to shine. One of your primary roles will be to set clear client expectations and to recommend services tailored to their needs while taking care to adhere to compliance and risk management protocols. You are encouraged to proactively reach out to clients, dive into operational processes, and assist in resolving issues promptly and efficiently. Moreover, we are looking for someone with great problem-solving abilities and an appetite for top-tier customer service. All of this occurs while being supported through a range of benefits, including competitive pay, an ownership stake in the company, and various health and wellness programs. Join us to gain invaluable business knowledge that can supercharge your career trajectory in the banking industry!

Frequently Asked Questions (FAQs) for Client Services Care Specialist Role at Western Alliance Bank
What responsibilities does the Client Services Care Specialist at Western Alliance Bank have?

The Client Services Care Specialist at Western Alliance Bank is responsible for providing high-level client service, processing transactions efficiently, and responding to inquiries with effective communication. This role involves multitasking in a fast-paced environment, working with a team, and addressing client needs both in-person and through various communication channels, including phone and email.

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What qualifications are required for the Client Services Care Specialist position at Western Alliance Bank?

To be considered for the Client Services Care Specialist role at Western Alliance Bank, candidates should have at least 1 year of related experience in customer service or banking operations, along with a high school diploma. A basic understanding of banking products and services, as well as entry-level knowledge of regulatory compliance, is essential.

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Can you explain the benefits offered to Client Services Care Specialists at Western Alliance Bank?

Western Alliance Bank offers a variety of attractive benefits to Client Services Care Specialists, including competitive salaries, an ownership stake in the company, medical and dental insurance, a robust 401k matching program, and opportunities for tuition assistance. Additionally, the bank promotes employee wellness and offers time-off programs and volunteer opportunities.

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How does the Client Services Care Specialist role at Western Alliance Bank contribute to client satisfaction?

The Client Services Care Specialist plays a crucial role in client satisfaction by effectively addressing inquiries, simplifying transactions, and recommending appropriate products tailored to client needs. Their ability to resolve issues efficiently and engage clients positively directly impacts overall client experience and loyalty.

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What skills are important for a Client Services Care Specialist at Western Alliance Bank?

Key skills for a Client Services Care Specialist include strong problem-solving abilities, excellent verbal and written communication skills, attention to detail, and proficiency with technology and various banking systems. Additionally, an effective specialist should demonstrate patience and resourcefulness when assisting clients.

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Common Interview Questions for Client Services Care Specialist
What attracted you to the Client Services Care Specialist position at Western Alliance Bank?

When responding, highlight your enthusiasm for providing quality client service and how your skills align with the bank's values. Mention specific elements of the job description that excite you and show your understanding of the company's culture.

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Can you describe a situation where you went above and beyond for a customer?

In your answer, focus on a specific example that demonstrates your commitment to exceptional service. Emphasize the steps you took to exceed the customer's expectations and any positive outcomes that resulted from your efforts.

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How do you handle difficult situations or conflicts with clients?

Explain your approach to conflict resolution, highlighting patience, empathy, and effective communication. Provide an example of a challenging scenario and how you successfully navigated through it to restore client satisfaction.

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What experience do you have in banking operations or customer service?

Discuss your relevant experience confidently. Be specific about the roles you've held, the skills you developed, and how they prepare you for the responsibilities of a Client Services Care Specialist.

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How do you prioritize tasks when dealing with multiple clients at once?

Share your strategies for effective multitasking, such as managing a to-do list, utilizing technology, or employing time management techniques. Illustrate your process with an example of how you successfully managed competing priorities.

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What steps would you take to ensure compliance with banking regulations?

Demonstrate your understanding of regulatory compliance and its importance in the banking industry. Discuss the processes you would follow to stay informed about compliance requirements and how you would apply them in daily operations.

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Can you provide an example of a time when you had to research a client inquiry?

Use specific instances to explain how you efficiently gathered information to resolve a client's question or issue. Highlight your research methods and the satisfactory outcome for the client.

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How would you handle a situation where you don't know the answer to a client's question?

Explain that your approach would be to acknowledge the question, reassure the client, and then take immediate action to find the answer, whether through your resources or by consulting colleagues. Emphasize your commitment to follow up with the client.

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What motivates you to excel in a client-oriented role?

Share genuine reasons that drive your passion for client service, such as the satisfaction of helping others, your love for problem-solving, or a desire to build lasting relationships with clients.

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What do you know about Western Alliance Bank and its culture?

Demonstrate your research about Western Alliance Bank and discuss its core values, focus on client satisfaction, and commitment to employee development. Express how these align with your career goals and why this excites you.

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DATE POSTED
April 16, 2025

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