Preferred Banking Advisor (Relationship Banker)

Western Alliance Bank•Phoenix, AZ

About The Position

As a Preferred Banking Advisor you'll be 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. You'll exemplify the department's "sales, service, operations" philosophy through client interactions. You'll 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. You'll work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You'll 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.

Requirements

3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or similar field.
High school diploma required
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.

Nice To Haves

Bachelor's degree in related field preferred.

Responsibilities

Executing the full client life cycle for clients
Establishing yourself as an expert in treasury management or deposit requests
Exemplifying the department's "sales, service, operations" philosophy through client interactions
Responding to and resolving client requests
Providing expert advice and guidance for clients utilizing products and services such as treasury management, loans, commercial, and personal accounts
Working with internal departments and resources such as the Preferred Banker support system to drive client satisfaction
Participating in department training to augment banking knowledge for more effective work solutions and career growth opportunities
Identifying and capitalizing opportunities to promote Bank products through analysis of client patterns and needs
Being an expert banker with regard to treasury management or deposit operations activities
Owning the information flow and communication for technical and operational processes and requirements, risk mitigation, efficiency, and customer service
Fostering good working relationships with leadership across the bank divisions and departments
Meeting or exceeding service level standards including customer service, turn-around time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity and efficiency
Supporting leadership business initiatives
Enhancing knowledge and developing as a preferred banker by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions