Preferred Banking Advisor (Relationship Banker)
Western Alliance Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: high_schoolSkills: ["Customer service","Proactive communication","Risk management","Cross-selling"]Serve as a single point of contact for Preferred clients, owning the full client life cycle with a focus on treasury management and deposit requests. Provide expert guidance on treasury management, loans, and deposit-related products, respond to and resolve client requests, and proactively communicate to drive client satisfaction. Meet service and cross-selling goals while managing risk and regulatory compliance, partnering with internal teams, and continually improving through department training.

