AB Client Transition Advisor

Western Alliance Bank; Chandler (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

401k matching

Medical and dental insurance

Tuition assistance

Employee volunteer program

Wellness program

Job summary

Western Alliance Bank is seeking an AB Client Transition Advisor in Chandler, AZ. You’ll support onboarding and transition for new and existing clients, delivering initial training on new services and keeping bankers, sales reps, and customers updated throughout the process.

Responsibilities include coordinating onboarding activities across stakeholders, ensuring timely delivery of services, and guiding clients to understand and mitigate risks related to banking products.

Qualifications

• 2+ years of related experience in Treasury Management Service or similar field.
• Bachelor’s degree in related field preferred.
• Project management within the Software space or Business to Business (B2B) highly preferred.
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Advanced speaking and writing communication skills.

Responsibilities

• Support Operations Manager with onboarding several customers in different stages of boarding and transition.
• Manage the boarding process for each customer and keep stakeholders informed.
• Schedule, coordinate, and moderate customer calls and training; educate clients on risk mitigation.

Skills

Treasury management experience

Onboarding coordination

Customer training

Problem solving

Auditing and data entry

Education

High school diploma

Bachelor’s degree in related field

Tools

Project management software

Job description

Job Title:

AB Client Transition Advisor

Location:

AZ - Chandler 3075

What you’ll do:

As a Client Transition Advisor you’ll be responsible for product sales support and data entry related to onboarding new clients and account transition of existing clients. Responsible to deliver initial training to our customers on new services. You’ll carefully listen and work with the customer to understand the features they need of each product to be able to establish the new service properly and accurately. They must also keep customers, bankers and sales representatives informed of progress throughout the transition process.

• Responsible for supporting Operations Manager with onboarding several customers in different stages of the boarding and transition process. Effectively manage the boarding process for each customer, constantly reaching out to the customer to transition them by following established processes. Has a specific focus on removing obstacles, and keeping all required stakeholders informed.
• Ensure product and application implementations are completed successfully and timely in support of all requested services and products. Schedule, coordinate, and moderate any required customer calls and training. Educate our clients on the importance of understanding and mitigating risk as it relates to their business.
• Actively support Operations procedures, staying focused on process improvement initiatives. Ensure alignment with what is communicated to customers and the daily experience of our clients once they transition to a Relationship Banker.

What you’ll need:

• 2+ years of related experience in Treasury Management Service or similar field.
• High school diploma required; Bachelor’s degree in related field preferred.
• Project management within the Software space or Business to Business (B2B) highly preferred.
• 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.
• 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, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, 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 [e-mail] 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