Senior Preferred Banking Advisor (Float)

Western Alliance Bank•Carson City, NV

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 role exemplifies the department’s sales, service, and operations philosophy by responding to client requests, providing advice and guidance, and using products and services such as treasury management, loans, commercial accounts, and personal accounts. The advisor works with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction. The role also involves participating in department training to build banking knowledge, improve work solutions, and support career growth. The advisor supports leadership initiatives, fosters relationships across bank divisions and departments, and develops as a preferred banker by meeting or exceeding department metrics 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.

Responsibilities

Respond to client requests and communicate proactively to execute the complete client life cycle and achieve client satisfaction.
Identify 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 related to technical and operational processes and requirements, risk mitigation, efficiency, and customer service.
Foster good working relationships with leadership across bank divisions and departments.
Meet or exceed service-level standards for customer service, turnaround time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity, and efficiency.
Support leadership business initiatives.
Enhance banking knowledge and develop as a preferred banker by achieving or exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions.