Preferred Banking Advisor (Relationship Banker)
Western Alliance Bank · Chandler, AZ · 3 days ago
FinanceFull-time
What You'll Do
- Serve as a single point of contact responsible for executing the full client life cycle for clients with a particular focus on establishing yourself as an expert in treasury management or deposit requests.
- Exemplify the department's "sales, service, operations" philosophy through client interactions.
- Respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as 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 augment banking knowledge for more effective work solutions and career growth opportunities.
- Respond to client requests and engage in proactive client communication to execute the complete client life cycle and achieve client satisfaction.
- Identify and capitalize opportunities to promote Bank products through analysis of client patterns and needs.
- Be an expert banker with regard to treasury management or deposit operations activities.
- Own the information flow and communication for technical and operational processes and requirements, 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.
What You'll Need
- 3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/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.
Benefits You'll Love
- 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
- A wellness program
- 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
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.