AB Client Transition Advisor

What You'll Do

• Product sales support and data entry related to onboarding new clients and account transitions.
• Deliver initial training to customers on new services.
• Carefully listen and work with customers to understand their needs for each product.
• Establish new services properly and accurately.
• Keep customers, bankers, and sales representatives informed of progress throughout the transition process.
• Support Operations Manager with onboarding several customers in different stages of the boarding and transition process.
• Effectively manage the boarding process for each customer, reaching out regularly to ensure smooth transitions.
• Remove obstacles and keep all required stakeholders informed.
• Ensure product and application implementations are completed successfully and on time.
• Schedule, coordinate, and moderate required customer calls and training sessions.
• Educate clients on the importance of understanding and mitigating risk as it relates to their business.
• Actively support Operations procedures, focusing on process improvement initiatives.
• Ensure alignment with what is communicated to customers and the daily experience of our clients once they transition to a Relationship Banker.

What You'll Need

• 2+ years of related experience in Treasury Management Service or similar field.
• A high school diploma required; a bachelor's degree in a related field preferred.
• Project management within the Software space or Business to Business (B2B) highly preferred.
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules, and regulations, industry standards, and practices.
• Advanced speaking and writing communication skills.

About the Company

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands—Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank—that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, national origin, marital status, disability, protected veteran status, sexual orientation, gender identity, or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.