Senior Preferred Banking Advisor (Relationship Banker)

Western Alliance Bank•Beverly Hills, CA

About The Position

The Senior Preferred Banking Advisor is a single point of contact responsible for executing the full client life cycle, with particular focus on treasury management expertise and deposit requests. The role exemplifies a sales, service, and operations philosophy by responding to client requests, resolving issues, and providing expert advice on treasury management, loans, and commercial and personal accounts. The advisor works with internal departments and resources, including the Preferred Banker support system, to promote client satisfaction. The position also involves participating in department training to strengthen banking knowledge and support effective solutions and career growth.

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.
Develop expertise in treasury management and deposit operations activities.
Own information flow and communication concerning technical and operational processes and requirements, risk mitigation, efficiency, and customer service.
Foster effective working relationships with leadership across bank divisions and departments.
Meet or exceed service-level standards for customer service, turnaround time, cross-selling, risk management, regulatory compliance, audit soundness, productivity, and efficiency.
Support leadership business initiatives.
Develop as a preferred banker by meeting or exceeding department metrics, completing training, and demonstrating knowledge through customer and team interactions.
Participate in department training to augment banking knowledge and support effective work solutions and career growth.