Preferred Banking Assistant Manager

Western Alliance Bank•Fallon, NV

1d•Onsite

About The Position

As a Preferred Banking Lead/Assistant Branch Manager, you will partner with leadership to coach and execute the full client life cycle for clients. You will promote and exemplify the department's "sales, service, operations" philosophy through client interactions, responding to and resolving client requests, and providing expert advice and guidance utilizing products and services such as treasury management, loans, commercial, and personal accounts. A particular focus will be on establishing yourself as an expert in treasury management, deposit requests, and technical aspects of client requests. You will work with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction. You will serve as a resource to more junior members of the team, augmenting their banking knowledge for more effective work solutions and career growth opportunities. You will act as a subject matter expert for the Preferred Banker team by responding to complex client requests and assisting team members to execute the complete client life cycle and achieve client satisfaction. You will assist the preferred banking team in identifying and capitalizing on opportunities to promote Bank products through analysis of client patterns and needs. You will manage the distribution of work for your designated team, facilitate cross-training opportunities, and provide reporting to management on production, turnaround times, and other key data points. You will ensure the team meets service level standards including sales, customer service, turn-around time, risk management, regulatory compliance, audit soundness, productivity, and efficiency. You may also monitor individual team member performance to support their career progression and ensure optimal client support for all client inquiries or requests. You will assist leadership in executing strategic business initiatives driven by data analytics, which may require change management techniques with other internal departments and proactively keeping up-to-date with Bank products. You may indirectly lead, mentor, and develop other junior members of the team.

Requirements

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

Responsibilities

Partner with leadership to coach and execute the full client life cycle for clients
Promote and exemplify the department's "sales, service, operations" philosophy through client interactions
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
Establish yourself as an expert in treasury management, deposit requests, and technical aspects of client requests
Work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction
Serve as a resource to more junior members of the team to augment their banking knowledge for more effective work solutions and career growth opportunities
Be a subject matter expert for the Preferred Banker team by responding to complex client requests and assisting team members to execute the complete client life cycle and achieve client satisfaction
Assist the preferred banking team in identifying and capitalizing on opportunities to promote Bank products through analysis of client patterns and needs
Be an expert banker with regard to treasury management, deposit operations activities, and complex technical skill relative to client requests
Manage distribution of work for their designated team
Facilitate cross training opportunities
Provide reporting to management on production, turnaround times and other key data points
Ensure the team meets service level standards including sales, customer service, turn-around time, risk management and regulatory compliance, audit soundness, and productivity and efficiency
Monitor individual team member performance to support their career progression and ensure optimal client support for all client inquiries or requests
Assist leadership in executing strategic business initiatives driven by data analytics
Proactively keep up-to-date with Bank products
Indirectly lead, mentor, and develop other junior members of the team

Benefits

Competitive salaries
An ownership stake in the company
Medical insurance
Dental insurance
Time off
A great 401k matching program
Tuition assistance program
An employee volunteer program
A wellness program
Opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!