Client Service Advisor Team Lead

893

Columbus, OH, US
Competitive salaries; ownership stake included; me...
5+ years treasury management experience
Intermediate to advanced banking operations knowledge
Regulatory and legal compliance expertise
You will serve as the primary point of contact for law firms and fiduciary clients within the Juris Banking Division

Job Summary

  • You will serve as the primary point of contact for law firms and fiduciary clients within the Juris Banking Division.
  • The role involves providing daily guidance on deposits and account servicing while leading a team through hiring and coaching.
  • Benefits include competitive salaries, an ownership stake, medical insurance, and a robust 401k matching program.

Matching Summary

You will serve as the primary point of contact for law firms and fiduciary clients within the Juris Banking Division.

Salary

Competitive salaries; Ownership stake included; Medical, dental, 401k matching, tuition assistance

Skills & Requirements

Must-have

  • 5+ years Treasury Management experience
  • Intermediate to advanced banking operations knowledge
  • Regulatory and legal compliance expertise
  • Team leadership and performance management
  • CRM platform documentation skills

Nice-to-have

  • Bachelor's degree in related field
  • Previous leadership experience preferred
  • Loan processing and servicing experience
  • Strong communication skills
  • Revenue and retention opportunity identification

Key Requirements

  • 5+ years related experience in Treasury Management
  • High school diploma required
  • Bachelor's degree preferred
  • Intermediate to advanced regulatory knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter