Senior Preferred Banking Advisor (Relationship Banker)

Western Alliance Bank•Las Vegas, NV

1d•Onsite

About The Position

As a Senior Preferred Banking Advisor, you will serve as a single point of contact, responsible for managing the entire client life cycle, with a particular emphasis on becoming an expert in treasury management and deposit requests. You are expected to embody the department's "sales, service, operations" philosophy in all client interactions. Your role involves responding to and resolving client requests, offering expert advice and guidance on products and services such as treasury management, loans, and commercial and personal accounts. You will collaborate with internal departments and leverage resources like the Preferred Banker support system to ensure high client satisfaction. Additionally, you will participate in department training to enhance your banking knowledge, contributing to more effective work solutions and career advancement. The company, Western Alliance Bank, is a top-performing banking company with over $80 billion in assets, offering a full spectrum of tailored commercial banking solutions and consumer products.

Requirements

4+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations or similar field.
High school diploma.
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.

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.
Provide expert advice and guidance for 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.
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 insurance
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!