Job Description
Job Description
We are looking for an experienced Client Services Manager to oversee and enhance the delivery of account onboarding, legal documentation, and treasury management services in compliance with industry standards and regulations. This role requires strong leadership skills to manage a team focused on loan support and treasury operations, ensuring exceptional service levels and operational efficiency.
Key Responsibilities:
Documentation, Onboarding, & Administration (70%)
- Champion a client-focused culture within the department, setting expectations, managing staff, and ensuring consistent high-quality client service.
- Execute routine processing tasks for loan and treasury management products.
- Develop and maintain service level agreements, publish performance dashboards, and evaluate processes for improvement.
- Collaborate with Credit, Relationship Managers, and Compliance to align with business objectives and compliance requirements.
- Support client growth and service across business lines.
- Cross-train staff to ensure consistent coverage and ongoing skill development.
- Coordinate preparation and maintenance of legal loan documentation, including notes, security agreements, guarantees, UCC filings, collateral, and insurance records.
- Oversee setup and maintenance of treasury management product offerings (e.g., ACH, Wires, Remote Deposit Capture, Positive Pay, and online banking installations and limits); monitor internal controls and dual authorization.
- Maintain vendor relationships and act as product administrator for technology platforms, including coordination of upgrades and user acceptance testing (UAT).
Operational Risk Management & Compliance (15%)
- Maintain and update departmental policies, procedures, SOPs, and internal controls in line with regulatory expectations.
- Ensure compliance with applicable laws, regulations, and internal policies.
- Lead remediation efforts for audit and examination findings.
- Track and manage exceptions to maintain audit-ready operations.
- Develop and implement fraud prevention and risk mitigation strategies to protect client assets and ensure regulatory compliance.
Process Optimization & Technology Enhancement (15%)
- Regularly review and optimize operational workflows, recommending technology improvements to enhance quality, efficiency, and control.
- Build business cases for automation or system enhancements; coordinate training and change management during rollouts.
- Collaborate with stakeholders for approval and integration of process improvements.
- Anticipate and plan for technology needs to drive future client experience and operational efficiency.
• Minimum of 5 years of experience in client services or treasury management roles.
• Proven ability to manage and supervise teams effectively.
• Strong analytical skills with the ability to evaluate processes and identify improvements.
• Expertise in treasury operations and management practices.
• Familiarity with legal documentation and compliance requirements for financial services.
• Ability to multitask and prioritize in a fast-paced environment.
• Excellent communication and interpersonal skills to collaborate across departments.
• Detail-oriented approach to ensure accuracy and compliance in all responsibilities.