Western Alliance Bancorp

2 weeks ago

Client Success Advisor, Association Banking

✓ 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

Drive adoption of HOA products and payment solutions by partnering directly with community management companies. You’ll analyze each client’s current environment, evaluate system usage and gaps across software integrations and AR payment processing (including online banking and ACH workflows), then implement personalized improvement plans with training and follow-up. Provide post-engagement reporting, support bank transitions by configuring accounting and payments, and collaborate with HOA product managers on beta strategies and digital AR approaches.

Location: Arizona, Florida, Nevada, Maryland, Virginia

Workplace: Remote

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Entry level

Key Responsibilities

•Drive usage and adoption of HOA products/systems through structured direct communication, analysis, and training with community management companies.
•Conduct business environment analysis of current processes, including staffing, account reconciliation, AR processes, and client support mode, identifying opportunities for improvement.
•Perform usage assessment and gap analysis to determine active systems usage, focusing on software integration and AR payment processing and related online banking/ACH workflows.
•Develop personalized improvement plans to update system configurations, configure accounting software, train CMC staff, and monitor adoption outcomes.
•Support bank transitions by augmenting CMC accounting staff, collecting agreements, adding bank accounts, configuring systems, updating utility payments, and assisting with distribution/collection and communications.

Pay and Benefits

Perks:Health InsuranceDentalTime Off401kTuition AssistanceEmployee VolunteerWellness Stipend

Key Requirements

•Bachelor’s degree (BA) or equivalent plus 1+ years related experience, or 4+ years related experience in the financial industry.
•Intermediate to advanced knowledge of general banking, including bank products, services, regulations, policies, and procedures, with emphasis in treasury management and credit facilities.
•Intermediate to advanced knowledge of deposit and payment products, online technology platforms, sales concepts, and banking regulations.
•Strong oral, written, and interpersonal communication skills.
•May have completed a credit training program or have experience working in a branch or TM support capacity.

Experience:1+ yearsFinancial industryBankingTreasury managementPayment processingHOA

Education:Bachelor's

Skills:CommunicationInterpersonal skillsTrainingAnalysisClient adoption

Tech Stack:IntegrationsPayment solutionsHOA productsAR payment processingOnline bankingACHPositive payACH filteringAccounting software

Company Brief

Western Alliance Bancorp

Industry: Banking

Website

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Western Alliance Bancorp

2 weeks ago

Client Success Advisor, Association Banking

✓ 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: Arizona, Florida, Nevada, Maryland, Virginia

Workplace: Remote

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Entry level

Key Responsibilities

•Drive usage and adoption of HOA products/systems through structured direct communication, analysis, and training with community management companies.
•Conduct business environment analysis of current processes, including staffing, account reconciliation, AR processes, and client support mode, identifying opportunities for improvement.
•Perform usage assessment and gap analysis to determine active systems usage, focusing on software integration and AR payment processing and related online banking/ACH workflows.
•Develop personalized improvement plans to update system configurations, configure accounting software, train CMC staff, and monitor adoption outcomes.
•Support bank transitions by augmenting CMC accounting staff, collecting agreements, adding bank accounts, configuring systems, updating utility payments, and assisting with distribution/collection and communications.

Pay and Benefits

Perks:Health InsuranceDentalTime Off401kTuition AssistanceEmployee VolunteerWellness Stipend

Key Requirements

•Bachelor’s degree (BA) or equivalent plus 1+ years related experience, or 4+ years related experience in the financial industry.
•Intermediate to advanced knowledge of general banking, including bank products, services, regulations, policies, and procedures, with emphasis in treasury management and credit facilities.
•Intermediate to advanced knowledge of deposit and payment products, online technology platforms, sales concepts, and banking regulations.
•Strong oral, written, and interpersonal communication skills.
•May have completed a credit training program or have experience working in a branch or TM support capacity.

Experience:1+ yearsFinancial industryBankingTreasury managementPayment processingHOA

Education:Bachelor's

Skills:CommunicationInterpersonal skillsTrainingAnalysisClient adoption

Tech Stack:IntegrationsPayment solutionsHOA productsAR payment processingOnline bankingACHPositive payACH filteringAccounting software

Company Brief

Western Alliance Bancorp

Industry: Banking

Website