Senior Preferred Banking Advisor (Relationship Banker)

Western Alliance Bank•San Diego, CA

4d•$69,460 - $85,803

About The Position

The Senior Preferred Banking Advisor is a single point of contact responsible for executing the full client life cycle, with a particular focus on treasury management expertise and deposit requests. The advisor demonstrates a “sales, service, operations” philosophy in client interactions, responds to and resolves client requests, and provides expert guidance on treasury management, loans, commercial accounts, and personal accounts. The role works with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction. Department training supports banking knowledge, effective work solutions, and career growth. The advisor communicates with clients proactively, identifies opportunities to promote bank products based on client patterns and needs, and serves as an expert in treasury management and deposit operations. The role owns information flow related to technical and operational processes, requirements, risk mitigation, efficiency, and customer service, while fostering relationships with leadership across bank divisions and departments. The advisor meets or exceeds service, turnaround, cross-selling, risk management, regulatory compliance, audit, productivity, and efficiency standards; supports leadership initiatives; and develops as a preferred banker by meeting department metrics, completing training, and demonstrating knowledge in client and team interactions.

Requirements

At least 4 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, loans, treasury management, and other commercial banking products and services.
Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices.
Intermediate to advanced 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.

Responsibilities

Respond to client requests and communicate proactively to execute the complete client life cycle and achieve client satisfaction.
Identify and pursue opportunities to promote bank products by analyzing client patterns and needs.
Serve as an expert in treasury management and deposit operations activities.
Own information flow and communication regarding technical and operational processes and requirements, risk mitigation, efficiency, and customer service.
Foster effective working relationships with leadership across bank divisions and departments.
Meet or exceed standards for customer service, turnaround time, cross-selling, risk management, regulatory compliance, audit soundness, productivity, and efficiency.
Support leadership business initiatives.
Complete department training and demonstrate banking knowledge through customer and team interactions.