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Small Business Financial Advisor

2 months ago

Mesa, Arizona, United States Western Alliance Bank Full time

About the Role:

The Small Business Financial Advisor is responsible for building strong advisory relationships with small business clients, typically those with annual revenues exceeding $1 million. The ideal candidate will have a strong background in financial sales and service, with the ability to create new ideas and execute action plans to achieve specified sales and service goals.

Key Responsibilities:

  • Be the primary point of contact for a portfolio of small business clients within a defined geographic coverage area.
  • Routinely contact existing, prospective, or newly assigned clients, and develop relationships and new business opportunities.
  • Assess customer's financial needs and recommend the most appropriate products and/or services to assist in developing new business opportunities and expanding on existing customer base.
  • Maintain a strong knowledge of Western Alliance Bank deposit, lending, and treasury management products and services.
  • Collaborate with other departments across the organization to execute the sales, relationship-building, and credit strategies to achieve optimal results.
  • Stay abreast of changing business trends that impact small business clients and translate those trends into business opportunities.
  • Assist in mitigating risk, verifying audit compliance, and procedural quality control through a branch operations review.

Requirements:

  • High School Diploma or equivalent and five (5) or more years of Branch Banking Operations, Customer Service, or Lending and/or Deposits Sales or a combination thereof.
  • Intermediate knowledge of general banking operations, including deposit operations, loan administration, 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.
  • Experience advising business owners on complex credit/lending solutions.
  • Strong speaking and writing skills for internal and external audiences.
  • Ability to interpret client financial statements and recommend specific solutions to achieve goals.

What We Offer:

Western Alliance Bank offers a competitive salary, 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. You'll also 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.