Preferred Banking Assistant Manager

Western Alliance Bank•Sparks, NV

11d•$73,085 - $90,278

About The Position

The Preferred Banking Assistant Manager partners with leadership to coach and execute the full client life cycle. The role promotes the department’s sales, service, and operations philosophy through client interactions, responds to and resolves client requests, and provides expert advice on treasury management, loans, commercial accounts, and personal accounts. A particular focus is developing expertise in treasury management, deposit requests, and the technical aspects of client requests. The Assistant Manager works with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction and supports junior team members’ banking knowledge and career growth. The role serves as a subject matter expert for the Preferred Banker team, handles complex client requests, and helps team members execute the complete client life cycle. It assists the team in identifying opportunities to promote Bank products by analyzing client patterns and needs, and provides expertise in treasury management, deposit operations, and complex technical client requests. The Assistant Manager manages work distribution for a designated team, facilitates cross-training, and reports production, turnaround times, and other key data to management. The role helps ensure the team meets standards for sales, customer service, turnaround time, risk management, regulatory compliance, audit soundness, productivity, and efficiency. It may monitor individual team member performance, assist leadership with data-driven strategic initiatives and change management, and indirectly lead, mentor, and develop junior team members.

Requirements

At least 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 preferred.
Previous leadership experience preferred.

Responsibilities

Partner with leadership to coach 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 and provide expert guidance on treasury management, loans, commercial accounts, and personal accounts.
Work with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction.
Serve as a subject matter expert by responding to complex client requests and helping team members execute the complete client life cycle.
Assist the team in identifying opportunities to promote Bank products through analysis of 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 service-level 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 optimal client support.
Assist leadership in executing data-driven strategic business initiatives, including change management with internal departments, and keep up to date on Bank products.
May indirectly lead, mentor, and develop junior team members.