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Senior Preferred Banking Advisor

4 months ago

Phoenix, United States Western Alliance Bank Full time

Job Title:

Senior Preferred Banking Advisor

Location:

CityScape

What you'll do:

As a Senior Preferred Banking Advisor, you will be a single point of contact responsible for executing the full client life cycle for clients. You will exemplify the department's "sales, service, operations" philosophy through client interactions. You will 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 will work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You will participate in a career experience journey to augment banking knowledge for more effective work solutions and career growth opportunities.

What we are looking for:

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. Own the information flow and communication for technical and operational processes and requirements, risk mitigation, efficiency, and customer service. Fosters 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. You will also support leadership business initiatives. Participates in the preferred banker career experience journey by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions. The Preferred Banker II may assist in training, coaching, and mentoring other team members.

What you need to have:

High school diploma required, bachelor’s degree in related field preferred. 4+ years of direct, related experience in Treasury Management Sales, Treasury Management Service, and/or Branch Banking Operations. Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. Advanced sales and service experience in business deposits or treasury management products. Strong speaking and writing skills for internal and external audiences (ex: sales or leadership)

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