Relationship Banker

Western Alliance Bank•Chandler, AZ

16d

About The Position

As a Relationship Banker, you will manage a portfolio of clients consisting of property management companies and self-managed communities. You will learn treasury management products and services, train clients to use bank products, and provide troubleshooting and assistance with client software and integrations. The role focuses on providing accurate information and excellent customer service, building client trust, and navigating challenging situations and tasks. You will support the Operations Manager with account openings and closings, including CDARS, ICS, credit cards, debit cards, checking, and money market accounts. You will assist clients with account payment research and lockbox inquiries, and support association transitions between management companies. You will use daily reports and tracking tools to handle insufficient funds, non-posted transactions, and client requests according to established procedures and deadlines. The role works collaboratively with the team to balance workloads and achieve performance goals, while maintaining knowledge of applicable federal banking regulations and bank policies and procedures. You will build relationships with clients and the Sales Team to support organic deposit growth, and participate in bank training.

Requirements

At least 1 year of related experience in Treasury Management Sales, Branch Banking Operations, or a similar field.
High school diploma.
Entry-level knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services.
Entry-level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices.
Ability to be flexible and adapt quickly to change.
Ability to work independently and in a team environment.
Ability to prioritize tasks and remain organized.
Proficiency with the MS Office suite.
Intermediate speaking and writing communication skills.

Nice To Haves

Bachelor's degree in a related field.

Responsibilities

Manage a portfolio of property management company and self-managed community clients.
Learn treasury management products and services, and train clients to use bank products.
Troubleshoot and assist with client software and integrations.
Provide accurate information and excellent customer service, build client trust, and navigate challenging situations.
Support the Operations Manager with account openings and closings, including CDARS, ICS, credit cards, debit cards, checking, and money market accounts.
Assist clients with account payment research and lockbox inquiries.
Assist with association transitions between management companies.
Use daily reports to ensure insufficient funds and non-posted transactions are processed according to established procedures and expected deadlines.
Use systems and tracking tools to stay organized, complete requests, and deliver exceptional client experiences.
Collaborate with team members to balance workloads and achieve performance goals.
Maintain working knowledge of related federal banking regulations and bank policies and procedures.
Build relationships with clients and the Sales Team to support organic deposit growth.
Participate in bank training and demonstrate retention of learned knowledge.