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Preferred Relationship Banker – Real Estate and Escrow Services

Job Title:

Preferred Relationship Banker – Real Estate and Escrow Services

Location:

CityScape

What you'll do:

The Preferred Relationship Banker builds strong advisory relationships with complex commercial clients, uncovering and solving their needs. Responsible for deposit and treasury management (TM) growth within the portfolio, the role involves identifying client balances at other financial institutions and recommending solutions to help clients grow their business, improve efficiency, or simplify tasks. The banker completes new account applications, TM sales product applications, and uses technology products for client account maintenance. Additionally, they coordinate the onboarding of new banking products and services.
  • Primary point of contact for a portfolio of real estate and escrow services clients within a defined team
  • Routinely contact, primarily via telephone, existing, prospective or newly assigned clients, and develop relationships and new business opportunities.
  • Partner effectively across a heavily matrixed organization with the ability to understand the key priorities and objectives of all involved stakeholders, while working to create effective sales and service solutions for clients.
  • Build strong relationships with internal and external stakeholders.
  • Accurately complete new account applications, TM sales product applications and use a suite of technology products to perform client requested account maintenance.
  • Coordinate the onboarding of new banking products and services through fulfillment.
  • Assess customers financial needs and recommend the most appropriate products and/or services to assist in developing new business opportunities and expanding an existing customer base.
  • Gathers all information necessary to present a deposit or treasury management opportunity to senior management for approval; meets with new/potential customers; visiting sites of loans; sells bank’s deposit and treasury management products; refers and recommends acceptance to BSA department if required.
  • Support the growth of a designated team and provide leadership through active involvement as the product and service subject matter expert.
  • Maintain a strong knowledge of Western Alliance Bank deposit and treasury management products and services.
  • Collaborate with other departments across the organization to execute the sales and relationship building strategies to achieve optimal results.
  • Stay abreast of changing business trends that impact real estate and escrow services clients and translate those trends into business opportunities.
  • Assist in mitigating risk, verifying audit compliance, and procedural quality control through an operations review. Ensure compliance with established Bank policies, procedures and state and federal regulations.

What you'll need:

  • Bachelors Degree and/or five (5) or more years of Treasury Management and/or Deposits Sales or a combination thereof
  • Intermediate knowledge of general banking operations, including deposit operations, , treasury management and/or other commercial banking products and services
  • Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
  • Intermediate project management and organizational skills; ability to create momentum, foster organizational change, and work with other members of senior management.
  • Strong speaking and writing skills for internal and external audiences
  • Ability to interpret client financial statements and recommend specific solutions to achieve goals ​

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.

© Western Alliance Bancorporation

Average salary estimate

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$60000K
$90000K

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TEAM SIZE
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HQ LOCATION
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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 5, 2025

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