Senior Preferred Banking Advisor

Western Alliance Bank • Los Angeles, CA

1d • Onsite

About The Position

As a Senior Preferred Banking Advisor, you will serve as a single point of contact, responsible for executing the full client life cycle for clients, with a particular emphasis on establishing expertise in treasury management and deposit requests. This role exemplifies the department's "sales, service, operations" philosophy through all client interactions. You will be responsible for responding to and resolving client requests, providing expert advice and guidance utilizing a range of products and services including treasury management, loans, commercial, and personal accounts. Collaboration with internal departments and resources, such as the Preferred Banker support system, is crucial to driving client satisfaction. Additionally, you will participate in department training to enhance banking knowledge, fostering more effective work solutions and career growth opportunities. The position involves proactive client communication, identifying opportunities to promote Bank products through client pattern and needs analysis, and maintaining expertise in both treasury management and deposit operations. You will manage information flow and communication for technical and operational processes, risk mitigation, efficiency, and customer service, while fostering strong relationships with leadership across bank divisions. Meeting or exceeding service level standards, cross-selling goals, risk management, regulatory compliance, audit soundness, productivity, and efficiency are key performance indicators. You will also support leadership business initiatives and continuously develop as a preferred banker through metrics achievement, training, and demonstrating knowledge in customer and team interactions.

Requirements

• 4+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations or 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 related field preferred.

Responsibilities

• Execute the full client life cycle for clients with a particular focus on establishing yourself as an expert in treasury management and deposit requests.
• Exemplify the department's "sales, service, operations" philosophy through client interactions.
• Respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as treasury management, loans, commercial, and personal accounts.
• Work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction.
• Participate in department training to augment banking knowledge for more effective work solutions and career growth opportunities.
• Respond to client requests and engage in proactive client communication to execute the complete client life cycle and achieve client satisfaction.
• Identify and capitalize opportunities to promote Bank products through analysis of client patterns and needs.
• Be an expert banker with regard to both treasury management and deposit operations activities.
• Own the information flow and communication for technical and operational processes and requirements, risk mitigation, efficiency, and customer service.
• Foster good working relationships with leadership across the bank divisions and departments.
• Meet or exceed service level standards including customer service, turn-around time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity and efficiency.
• Support leadership business initiatives.
• Enhance knowledge and develop as a preferred banker by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions.

Benefits

• Competitive salaries
• An ownership stake in the company
• Medical and dental insurance
• Time off
• A great 401k matching program
• Tuition assistance program
• An employee volunteer program
• A wellness program
• Opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees