Preferred Banking Advisor

About the role

A Preferred Banking Advisor is a single point of contact responsible for executing the full client life cycle for clients with a focus on treasury management or deposit requests. This role exemplifies the department's "sales, service, operations" philosophy through client interactions.

Responsibilities

• Respond to and resolve client requests and provide expert advice and guidance for clients using treasury management, loans, commercial, and personal accounts.
• Work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction.
• Participate in department training to enhance banking knowledge and career growth opportunities.
• Identify and capitalize on opportunities to promote Bank products through analysis of client patterns and needs.
• Own the information flow and communication for technical and operational processes, risk mitigation, efficiency, and customer service.
• Foster good working relationships with leadership across the bank divisions and departments.
• Meet or exceed service level standards including customer service, turn-around time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity and efficiency.
• Support leadership business initiatives.
• Enhance knowledge and develop as a preferred banker by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions.

Requirements

• 3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending, or Deposit Sales or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• Intermediate knowledge of general banking, loans, treasury management, and other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate sales and service experience in business deposits or treasury management products.
• Advanced speaking and writing communication skills.

Qualifications

• Intermediate knowledge of general banking, loans, treasury management, and other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate sales and service experience in business deposits or treasury management products.
• Advanced speaking and writing communication skills.

Skills

• Intermediate knowledge of general banking, loans, treasury management, and other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate sales and service experience in business deposits or treasury management products.
• Advanced speaking and writing communication skills.

Benefits

We offer competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

Pay

Salary range for new hires is generally $68,635.00 - $84,500.00 for San Jose, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Schedule

Not specified.

Western Alliance Bancorporation

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation 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.