Senior Preferred Banking Advisor (Relationship Banker)

Western Alliance Bank•San Diego, CA

About The Position

The Senior Preferred Banking Advisor is a single point of contact responsible for managing the full client life cycle, with particular focus on treasury management expertise and deposit requests. The role delivers client service and guidance on treasury management, loans, commercial accounts, and personal accounts, and works with internal departments and resources to support client satisfaction. The advisor also participates in training to strengthen banking knowledge and support career development.

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 preferred.

Responsibilities

Respond to client requests and communicate proactively to manage 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.
Own information flow and communication about technical and operational processes and requirements, risk mitigation, efficiency, and customer service.
Build effective working relationships with leadership across bank divisions and departments.
Meet or exceed service standards for customer service, turnaround time, cross-selling, risk management and regulatory compliance, audit soundness, productivity, and efficiency.
Support leadership business initiatives.
Develop as a preferred banker by achieving and exceeding department metrics, completing training, and demonstrating knowledge in customer and team interactions.
Work with internal departments and resources, including the Preferred Banker support system, to drive client satisfaction.
Participate in department training to improve banking knowledge and work solutions.