Western Alliance Bancorp

2 weeks ago

Preferred Banking Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a single point of contact to manage the full client life cycle for clients focused on treasury management and deposit requests. Provide expert advice across treasury management, loans, and deposit accounts while delivering excellent customer service and resolving client needs. Own information flow for operational and risk-related processes, meet service and cross-selling goals, and collaborate with internal teams and the Preferred Banker support system.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Execute the complete client life cycle and drive client satisfaction through proactive client communication.
•Develop expertise in treasury management or deposit operations and use analysis of client patterns and needs to promote bank products.
•Own communication and information flow for technical and operational processes, risk mitigation, efficiency, and customer service.
•Meet or exceed service level standards, including customer service, turnaround time, cross-selling goals, risk management, regulatory compliance, audit soundness, and productivity.
•Participate in department training and increase knowledge by achieving department metrics and demonstrating expertise through customer and team interactions.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalTime Off401kTuition AssistanceVolunteer ProgramWellness Stipend

Key Requirements

•3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or a similar field.
•High school diploma required; Bachelor's degree in a 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.
•Intermediate sales and service experience in business deposits or treasury management products.

Experience:3+ yearsBankingTreasury managementLendingDeposit sales

Education:High School

Skills:CommunicationCustomer serviceRisk managementRegulatory complianceRelationship building

Company Brief

Western Alliance Bancorp

Industry: Banking

Website

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Western Alliance Bancorp

2 weeks ago

Preferred Banking Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Execute the complete client life cycle and drive client satisfaction through proactive client communication.
•Develop expertise in treasury management or deposit operations and use analysis of client patterns and needs to promote bank products.
•Own communication and information flow for technical and operational processes, risk mitigation, efficiency, and customer service.
•Meet or exceed service level standards, including customer service, turnaround time, cross-selling goals, risk management, regulatory compliance, audit soundness, and productivity.
•Participate in department training and increase knowledge by achieving department metrics and demonstrating expertise through customer and team interactions.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalTime Off401kTuition AssistanceVolunteer ProgramWellness Stipend

Key Requirements

•3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or a similar field.
•High school diploma required; Bachelor's degree in a 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.
•Intermediate sales and service experience in business deposits or treasury management products.

Experience:3+ yearsBankingTreasury managementLendingDeposit sales

Education:High School

Skills:CommunicationCustomer serviceRisk managementRegulatory complianceRelationship building

Company Brief

Western Alliance Bancorp

Industry: Banking

Website