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Robert Half · 1 week ago

Client Services Team Lead

Twin Cities Area

Full-time

Onsite

Senior Level

$82K/yr - $110K/yr

5+ years exp

Robert Half is a company seeking a Client Services Leader responsible for the day-to-day execution and continuous improvement of commercial account onboarding and treasury management product administration. This role involves managing a team to ensure service level expectations are met while maintaining compliance with relevant laws and regulations.

ConsultingHuman ResourcesRecruitingSecurity

Hiring Manager

Katelyn Peterson, CPA

Responsibilities

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)

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

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

Qualification

Loan support operationsTreasury management productsSupervisory experienceCommercial account openingProcess optimizationContinuous improvementCross-functional collaboration

Required

Bachelor's degree or equivalent work experience

5+ years of experience in loan support or treasury management operations

At least 2 years of supervisory experience

Strong commitment to continuous improvement, metric-driven management, and problem solving

Demonstrated ability to partner effectively with cross-functional stakeholders, including Credit, Relationship Managers, Compliance, and IT/Vendors

Preferred

Hands-on knowledge of commercial account opening processes and loan documentation workflows preferred

Familiarity with treasury management product rules and controls (ACH/NACHA, wires, RDC, Positive Pay) preferred

Company

Robert Half

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Founded in 1948

Menlo Park, California, USA

10001+ employees