Senior Preferred Banking Advisor (Float)
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, with particular focus on treasury management expertise and deposit requests. You will exemplify the department’s “sales, service, operations” philosophy in client interactions, respond to and resolve requests, and provide expert advice and guidance on treasury management, loans, commercial accounts, and personal accounts. You will work with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction. You will participate in department training to augment banking knowledge, improve work solutions, and support career growth. The position focuses on client communication and service, identifying opportunities to promote bank products based on client patterns and needs, and expertise in treasury management and deposit operations. You will own information flow and communication concerning technical and operational processes and requirements, risk mitigation, efficiency, and customer service, while fostering working relationships with leaders across bank divisions and departments. You will meet or exceed service, turnaround, cross-selling, risk management, regulatory compliance, audit soundness, productivity, and efficiency standards; support leadership initiatives; and develop as a preferred banker by meeting department metrics, completing training, and demonstrating knowledge in customer 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.
- 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 proactively communicate with clients to execute the full 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 about technical and operational processes and requirements, risk mitigation, efficiency, and customer service.
- Foster working relationships with leadership across bank divisions and departments.
- Meet or exceed service standards, including customer service, turnaround time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity, and efficiency.
- Support leadership business initiatives.
- Develop banking knowledge and preferred banker expertise by meeting or exceeding department metrics, completing training, and demonstrating knowledge through customer and team interactions.
- Provide advice and guidance on treasury management, loans, commercial accounts, and personal accounts, using internal resources to support client satisfaction.
Benefits
- Competitive salaries
- Ownership stake in the company
- Medical insurance
- Dental insurance
- Time off
- 401(k) matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
- Potential eligibility for annual bonus or incentives and restricted stock
- Hands-on experience and opportunities to develop business knowledge and grow a career
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
