Client Services Team Lead, Banking Ops & AI Enablement

UBS; Nashville (TN); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS is seeking a full-time professional to join our Operations team in Nashville or Weehawken, reporting to a Client Service Representative Leader. The role leverages deep UBS Bank USA product knowledge to lead a team, train staff, and deliver superior client service across locations.

You will address complex issues with professionalism, communicate effectively, and explore AI-driven workflow enhancements while adhering to risk policies and ethics.

Qualifications

• University degree or 3-4 years of equivalent experience.
• Extensive knowledge of UBS Bank USA products and processes.
• Experience leading a team and training less experienced staff.
• Excellent communication skills.
• Demonstrated ability to handle challenging issues in a professional manner.
• Expert at conflict resolution.
• Curious about how AI can improve workflows while ensuring policy and risk compliance.

Skills

Team leadership

Communication

Problem solving

Conflict resolution

AI workflow curiosity

Bank product knowledge

Education

University degree

Job description

UBS is seeking a full-time professional to join our Operations team in Nashville or Weehawken, reporting to a Client Service Representative Leader. The role leverages deep UBS Bank USA product knowledge to lead a team, train staff, and deliver superior client service across locations.

You will address complex issues with professionalism, communicate effectively, and explore AI-driven workflow enhancements while adhering to risk policies and ethics.