2 дня назад
Vice President, Specialty Deposit Portfolio Manager
140 000 - 176 894$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Vice President, Specialty Deposit Portfolio Manager (Banking/Deposits): Managing specialty deposit portfolios for law firms, legal professionals, and fiduciary clients with an accent on escrow administration, account servicing, regulatory compliance, and risk management. Focus on reviewing escrow agreements, coordinating account onboarding, executing deposits and distributions, and maintaining accurate transaction and documentation controls.
Location: San Diego, CA — 450 B St; full-time, onsite role
Salary: $140,000–$176,894 annually for San Diego, CA, plus potential annual bonus/incentives and restricted stock.
Company
is a nationwide banking institution and wholly owned subsidiary of Western Alliance Bancorporation, serving clients through six legacy bank brands and related businesses.
What you will do
- Manage specialty deposit portfolios within the Juris Banking Division, including escrow, QSF administration, and DACA accounts.
- Provide timely service to law firms, legal professionals, fiduciary clients, and escrow parties.
- Review client escrow agreements and requested changes, assess feasibility and risk, and determine when legal counsel review is required.
- Coordinate with relationship managers, operations, treasury management sales, legal, clients, and vendors to establish and service accounts.
- Manage deposits, distributions, fees, insurance arrangements, monthly certifications, and documentation retention.
- Maintain CRM records and identify opportunities for process improvement and automation.
Requirements
- High school diploma or equivalent and at least 6 years of experience in banking, deposits, account servicing, or a directly related area; 7 or more years is preferred.
- Intermediate knowledge of banking operations, including deposit operations, loan administration, treasury management, or commercial banking products.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules, regulations, industry standards, and practices.
- Strong customer service, speaking, listening, and written communication skills.
- Ability to work with relationship managers, the legal department, senior management, operations employees, and clients.
- Working knowledge of word-processing and spreadsheet software.
Nice to have
- College degree.
Culture & Benefits
- Medical and dental insurance.
- Paid time off and a 401(k) matching program.
- Tuition assistance and wellness programs.
- Employee volunteer program and potential ownership through restricted stock.
- Annual bonus or incentive eligibility.
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