Preferred Banking Assistant Manager
Western Alliance Bank · Carson City, NV · 1 mo ago
FinanceFull-time
Preferred Banking Assistant Manager – Location: Carson City
Responsibilities
- Partner with leadership to coach and execute the full client life cycle for clients.
- Promote and 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 with a particular focus on establishing yourself as an expert in treasury management, deposit requests, and technical aspects of client requests.
- Work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction.
- Serve as a resource to more junior members of the team to augment their banking knowledge for more effective work solutions and career growth opportunities.
- Be a subject matter expert for the Preferred Banker team by responding to complex client requests and assisting team members to execute the complete client life cycle and achieve client satisfaction.
- Assist the preferred banking team in identifying and capitalizing on opportunities to promote Bank products through analysis of client patterns and needs.
- Be an expert banker with regard to treasury management, deposit operations activities, and complex technical skill relative to client requests.
- Manage distribution of work for their designated team, facilitate cross training opportunities, and provide reporting to management on production, turnaround times and other key data points.
- Ensure the team meets service level standards including sales, customer service, turn-around time, risk management and regulatory compliance, audit soundness, and productivity and efficiency.
- May also monitor individual team member performance to support their career progression and ensure optimal client support for all client inquiries or requests.
- Assist leadership in executing strategic business initiatives driven by data analytics. This may require change management techniques with other internal departments and proactively keeping up-to-date with Bank products.
- May indirectly lead, mentor, and develop other junior members of the team.
Requirements
- 5+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Previous leadership experience preferred.
- Intermediate to advanced knowledge of general banking operations, including deposit operations, new account opening, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate to advanced business, legal, and technical writing ability with a good working knowledge of industry-standard writing specifications.
- Entry level to intermediate sales and service experience in business deposits or treasury management products.
- Advanced speaking and writing communication skills.
Benefits
- 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.