Job Title:
AAB Client Onboarding Manager
Location:
AZ - Chandler 3075
What you'll do:
As an Operations Manager III you'll be responsible for overseeing a regional banking operations team, ensuring smooth workflow, efficiency, and adherence to applicable policies and procedures. A regional banking operations team consists of Relationship Bankers and Managers who are the main points of contact in a designated region for homeowner associations and community management business customers. You'll handle tasks like setting goals and objectives, liaising with clients, ensuring transactions are done timely, correctly, and resolving issues. You'll oversee the recruitment, onboarding, and development of regional staff, prepare status reports, handle escalated calls and correspondence, plan, direct, or coordinate the delivery HOA products and services. One key responsibilities is to support Operations and Sales to build and maintain strong relationships with all key stakeholders and grow relationships by providing excellent customer service in support of business profitability and deposit goals.
- Responsible for supporting the Director in overseeing regional banking teams to ensure proper support of daily banking operations. Oversee and support, as needed, the team in completing research and resolving adjustment items created by missing transactions, encoding errors, listing errors, misreads, etc.
- Maintain strong understanding of all bank products and services provided to clients and integrations to client external accounting software. Collaborates with customers to manage difficult situations that may have a negative impact on their business.
- Collaborate with senior leadership to identify, document, implement and monitor KRIs and controls. Ensure bankers follow and support fraud control procedures, and support customers and Fraud Control team to actively mitigate bank and customer risk of monetary loss.
- Identify and lead adoption, usage, and reinforcement of change as change agent. Provide strong leadership and direction to enhance effectiveness of change. Ensure customers are provided with post-implementation and training support once on-boarding and software transitions are completed.
- Lead and develop a team; responsible for hiring, coaching, performance management, training and development.
What you'll need:
- 7+ years of related experience in Treasury Management Services, Branch Banking Operations or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Previous leadership experience required.
- Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Expert speaking and writing communication skills.
- Occasional travel required.
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!
