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Client Delivery Specialist

Scale Bank

Edina, MN

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JOB DETAILS
SALARY
$26–$30 Per Hour
SKILLS
Banking Services, Customer Experience, Customer Relations, Documentation, File Maintenance, Loan Review, Marketing/Sales Collateral, Problem Solving Skills, Process Improvement, Regulatory Reports, Reporting Skills, Systems Administration/Management, Team Player, Telephone Skills, Time Management, Transaction Processing/Management, Warehousing
LOCATION
Edina, MN
POSTED
Today
Client Delivery Specialist Join a dynamic operations team where you'll support a range of banking services and processes. This collaborative role combines customer interaction, problem-solving, and operational expertise, offering an excellent opportunity to make a meaningful impact on client success. THIS ROLE IS ACCOUNTABLE FOR: Processing transactions accurately and efficiently Positive customer experience Adhering to policies and procedures Accountability/Responsibilities Processing transactions accurately and efficiently - 80% Provide support for phone coverage, file and documentation maintenance, large check review, and wire verification. Backup coverage for Lock Box and/or Non-Post items. Transaction and exception processing as appropriate for wire, ACH, Positive Pay and Express Deposit (remote deposit). Customer setup and training in systems related to wires, ACH, Positive Pay, and Express Deposit (remote deposit). Review, fund, settle, reconcile, and retain documentation related to warehouse loan files. Review collateral documentation, monitor account balances, prepare reports, and support required regulatory and operational reporting. Positive customer experience - 10% Interact with customers with a pleasant demeanor such a way as to provide a positive feeling and present a positive representation of Scale Bank. Listen fully and probe to understand what the customer needs and wants. Fulfill the customer’s request in a timely manner or refer the customer to the appropriate resource within the bank for resolution. Adhering to policies and procedures - 10% Fully follow documented procedures in the order prescribed and understand the implications of not doing so. Be knowledgeable of the policies that apply to the procedures being administered. Identify and communicate opportunities for continuous process improvement to the supervisor. If the customer lacks an agreement, conduct a first line review of a new request and make a recommendation on whether to accommodate the customer’s request to an officer. Team Accountabilities: Delighting my customers Giving my all Creating a great place to work Making improvements Keeping us compliant Supervision This role does not have supervisory or other work direction responsibility over other employees. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Compensation details: 26-30 Hourly Wage PIf6849b9964c9-25448-409015695c143e31-5e48-4549-b638-05792d185386

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Scale Bank