Relationship Banker

Western Alliance Bank•Chandler, AZ

15d

About The Position

The Relationship Banker manages a portfolio of property management companies and self-managed communities. The role requires learning treasury management products and services, training clients to use bank products, and providing troubleshooting and assistance with client software and integrations. The banker provides accurate, dependable service, builds client trust, and handles challenging situations professionally. The position supports the Operations Manager with account openings and closings, including CDARS, ICS, credit cards, debit cards, checking, and money market accounts. It also assists with payment research, lockbox inquiries, association transitions between management companies, and processing insufficient funds and non-posted transactions according to established procedures and deadlines. The banker uses systems and tracking tools to manage requests, collaborates with the team to meet performance goals, maintains knowledge of relevant banking regulations and policies, and builds relationships with clients and the Sales Team to support organic deposit growth.

Requirements

At least 1 year of related experience in Treasury Management Sales, Branch Banking Operations, or a similar field.
High school diploma required.
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 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 companies and self-managed communities.
Learn treasury management products and services, train clients to use bank products, and troubleshoot client software and integrations.
Provide excellent customer service, accurate information, and assistance with challenging situations and tasks.
Support the Operations Manager with account openings and closings, including CDARS, ICS, credit cards, debit cards, checking, and money market accounts.
Use available resources to assist clients with account payment research and lockbox inquiries.
Assist with all aspects of association transitions between management companies.
Use daily reports to process insufficient funds and non-posted transactions according to established procedures and deadlines.
Use systems and tracking tools to stay organized, complete requests, and deliver a strong client experience.
Collaborate with team members and help balance workloads in support of team performance goals.
Maintain working knowledge of applicable federal banking regulations and bank policies and procedures.
Build trusted relationships with clients and the Sales Team to support organic deposit growth.
Participate in bank training and demonstrate retention of learned knowledge.