Preferred Banking Assistant Manager

Western Alliance Bank•Sparks, NV

10d

About The Position

The Preferred Banking Assistant Manager partners with leadership to coach the team and execute the full client life cycle. The role promotes the department’s sales, service, and operations philosophy through client interactions, responds to client requests, and provides expert guidance on treasury management, loans, commercial banking, and personal accounts, with particular expertise in treasury management, deposit requests, and technical client needs. The Assistant Manager is a subject matter expert for the Preferred Banker team, helping resolve complex client requests and supporting team members in delivering client satisfaction. The position assists with identifying opportunities to promote Bank products by analyzing client patterns and needs, manages work distribution for the designated team, facilitates cross-training, and reports production, turnaround times, and other key data to management. It helps ensure service standards for sales, customer service, turnaround time, risk management, regulatory compliance, audit soundness, productivity, and efficiency. The role may monitor individual performance and indirectly lead, mentor, and develop junior team members, while assisting leadership with data-driven strategic initiatives and change management.

Requirements

5+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations, or a similar field.
High school diploma required.
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 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.

Nice To Haves

Bachelor’s degree in a related field.
Previous leadership experience.

Responsibilities

Partner with leadership to coach the team and execute the full client life cycle.
Promote the department’s sales, service, and operations philosophy through client interactions.
Respond to and resolve client requests, providing expert guidance on treasury management, loans, commercial and personal accounts, deposit requests, and technical client needs.
Work with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction.
Serve as a subject matter expert and resource to Preferred Banker team members, assisting with complex requests, client life-cycle execution, banking knowledge, and career growth.
Identify opportunities to promote Bank products by analyzing client patterns and needs.
Manage distribution of work for the designated team, facilitate cross-training, and report production, turnaround times, and other key data to management.
Help ensure the team meets standards for sales, customer service, turnaround time, risk management, regulatory compliance, audit soundness, productivity, and efficiency.
May monitor individual team member performance to support career progression and effective client support.
Assist leadership in executing strategic business initiatives driven by data analytics, including change management with internal departments.
Keep up to date on Bank products.