Relationship Banker

Western Alliance Bank • Chandler, AZ

8d • Onsite

About The Position

As a Relationship Banker, you will be responsible for managing a portfolio of clients, including property management companies and self-managed communities. You will need to be knowledgeable of treasury management products and quickly learn new products and services. Your role will involve training clients on bank products, providing troubleshooting and assistance with software and integration, and delivering excellent customer service. You will build client trust, provide accurate information, and navigate challenging situations. You will support the Operations Manager in account opening and closing for various account types, including CDARS, ICS, Credit Cards, Debit Cards, Checking, and Money Market accounts. You will utilize all available resources to assist clients with account payment research and lockbox inquiries, and assist with association transitions between management companies. Daily reports will be used to ensure timely processing of insufficient funds and non-posted transactions according to established procedures. You will maintain organization using systems and tracking tools to ensure all requests are completed and deliver exceptional client experiences. Strong task management and professionalism are essential. Collaboration within a team structure is expected, including assisting other team members to balance workload and actively supporting the team to achieve performance goals. Maintaining a working knowledge of relevant federal banking regulations, bank policies, and procedures is crucial. Building trust and relationships with clients and the Sales Team is key to the organic growth of deposits. Active participation in bank training and demonstration of learned knowledge is required.

Requirements

• 1+ years of related experience in Treasury Management Sales, Branch Banking Operations, or 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.
• Must 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 MS Office suite.
• Intermediate speaking and writing communication skills.

Nice To Haves

• Bachelor's degree in related field preferred.

Responsibilities

• Manage a portfolio of clients consisting of property management companies and self-managed communities.
• Train clients on how to use bank products and provide troubleshooting and assistance with client’s software and integration.
• Provide excellent customer service, accurate information, build client trust, and navigate challenging situations.
• Support the Operations Manager in account opening and closing, including but not limited to CDARS, ICS, Credit Cards, Debit Cards, Checking and Money Market accounts.
• Utilize all resources to assist clients with account payment research and lockbox inquiries.
• Assist with all aspects of association transitions between management companies.
• Utilize daily reports to ensure that insufficient funds and non-posted transactions are processed following established procedures by expected deadlines.
• Use systems and tracking tools to remain organized, ensure completion of all requests, and deliver exceptional client experiences.
• Collaborate in a team structure and assist other members of the team to balance workload, actively supporting the team to achieve performance goals.
• Build trust and relationships with clients as well as Sales Team to ensure organic growth of deposits.
• Actively participate in bank training and demonstrate retention of learned knowledge.

Benefits

• Competitive salaries
• Ownership stake in the company
• Medical and dental insurance
• Time off
• 401k matching program
• Tuition assistance program
• Employee volunteer program
• Wellness program
• Opportunity to bolster business knowledge
• Learning the ins and outs of how successful companies operate and manage their finances
• Invaluable hands-on experience to help grow your career

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED