Senior Preferred Banking Advisor (Relationship Banker)

Western Alliance Bank•Beverly Hills, 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 particular expertise in treasury management and deposit requests. The role exemplifies a sales, service, and operations philosophy by responding to client requests, providing expert guidance, and using banking products and services such as treasury management, loans, and commercial and personal accounts. The advisor works with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction, and participates in training to build banking knowledge and support career growth. The advisor owns communication about technical and operational processes and requirements, risk mitigation, efficiency, and customer service. The role builds working relationships across bank divisions and departments, meets or exceeds service, sales, compliance, risk-management, audit, productivity, and efficiency standards, and supports leadership initiatives. The advisor also 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.

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.
Provide expert advice and guidance on treasury management, deposits, loans, and commercial and personal banking products and services.
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.
Develop 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 develop banking knowledge and expertise.