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Preferred Banking Advisor

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Location:

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What you'll do:

As a Preferred Banking Advisor you'll be a single point of contact responsible for executing the full client life cycle for clients with a particular focus on establishing yourself as an expert in treasury management or deposit requests. You'll exemplify the department's "sales, service, operations" philosophy through client interactions. You'll respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as treasury management, loans, commercial, and personal accounts. You'll work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You'll participate in department training to augment banking knowledge for more effective work solutions and career growth opportunities.

Respond to client requests and 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 treasury management or 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.

What you'll need:

3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or similar field.
High school diploma required; Bachelor's degree in related field preferred.
Intermediate knowledge of general banking, loans, treasury management and other commercial banking products and services.
Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Intermediate sales and service experience in business deposits or treasury management products.
Advanced speaking and writing communication skills.

Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the 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!

About the company:

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Average salary estimate

$70000 / YEARLY (est.)

min

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$60000K

$80000K

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What You Should Know About Preferred Banking Advisor, Western Alliance Bank

As a Preferred Banking Advisor at Western Alliance Bank in beautiful Phoenix, AZ, you'll become the primary go-to person for clients, guiding them through their banking journey with a special focus on treasury management and deposit requests. You'll employ the department's philosophy of 'sales, service, operations' by engaging meaningfully with clients to address their needs. Your role involves responding to client inquiries, providing insightful advice on treasury management, loans, and a variety of personal and commercial accounts, ensuring a smooth banking experience for each individual. Collaborating with internal teams and utilizing the Preferred Banker support system, you'll strive for high client satisfaction and foster strong working relationships across the organization. You’ll have the chance to enhance your skills through ongoing training, and by analyzing client patterns, you’ll identify opportunities to promote bank products effectively. Being a Preferred Banking Advisor means meeting service standards in customer care, compliance, and productivity while supporting the bank's leadership initiatives. Ideally, you bring 3+ years of experience in Treasury Management Services or related fields, along with a high school diploma (a Bachelor's degree is preferred). Your strong understanding of banking products, regulatory compliance, and excellent communication skills will set you up for success in this role. Join us, and enjoy benefits like competitive salaries, a fantastic 401k match, and opportunities for career growth while learning the ins and outs of successful financial management!

Frequently Asked Questions (FAQs) for Preferred Banking Advisor Role at Western Alliance Bank

What are the main responsibilities of a Preferred Banking Advisor at Western Alliance Bank?

As a Preferred Banking Advisor at Western Alliance Bank, your main responsibilities include managing the client lifecycle by providing exceptional service in areas like treasury management and deposits. You'll engage with clients proactively to address their requests, analyze their banking needs, and recommend suitable products. Your role is crucial in ensuring client satisfaction and achieving departmental goals.