AB Relationship Banker

Western Alliance Bank; Chandler (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salaries

Ownership stake in the company

Medical and dental insurance

Time off

401k matching program

Tuition assistance program

Employee volunteer program

Wellness program

Job summary

Western Alliance Bank is seeking a Relationship Banker to manage a portfolio of clients including property management companies and self-managed communities. You will train clients on bank products, assist with software integration, and provide exceptional service to build trust and growth.

Role requires knowledge of treasury management products, strong client service skills, and ability to navigate regulatory and internal procedures.

Qualifications

• 1+ years of related experience in Treasury Management Sales, Branch Banking Operations, or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Must be flexible and adapt quickly to change.
• Ability to work independently and in a team environment.
• Ability to prioritize tasks and remain organized.
• Proficiency with MS Office suite.
• Intermediate speaking and writing communication skills.

Responsibilities

• Support the Operations Manager in account opening and closing processes (CDARS, IC, cards, checking and money market accounts).
• Assist clients with account payment research and lockbox inquiries; aid in association transitions between management companies.

Skills

Treasury Management Sales

Branch Banking Operations

MS Office

Communication skills

Teamwork

Education

High School Diploma

Bachelor's degree preferred

Job description

What You’ll Do

As a Relationship Banker you’ll be responsible for managing a portfolio of clients consisting of property management companies and self-managed communities. You’ll be knowledgeable of treasury management products, quickly learning products and services. You’ll train clients on how to use bank products as well as provide troubleshooting and assistance with client’s software and integration. You’ll provide excellent customer service, accurate information, build client trust, and navigate challenging situations and tasks.

• Responsible for supporting the Operations Manager in account opening and closing, including but not limited to CDARS, IC, Credit Cards, Debit Cards, Checking and Money Market accounts. Utilize all resources to assist clients with account payment research and lockbox inquiries. Assist with all aspects of association transitions between management companies.
• Utilize daily reports to ensure that insufficient funds and non-posted transactions are processed following established procedures by expected deadlines. Provide excellent customer service in line with standards and client expectations. Use systems and tracking tools to remain organized, ensure completion of all requests, and deliver exceptional client experiences. Strong task management and professionalism is essential.
• Collaborate in a team structure and assist other members of the team to balance workload, actively supporting the team to achieve performance goals. Maintain a working knowledge of related federal banking regulations and bank policies and procedures.
• Build trust and relationships with clients as well as Sales Team to ensure organic growth of deposits. Actively participate in bank training and demonstrate retention of learned knowledge.

Job Title

AB Relationship Banker

Location

AZ - Chandler 3075

What You’ll Do

As a Relationship Banker you’ll be responsible for managing a portfolio of clients consisting of property management companies and self-managed communities. You’ll be knowledgeable of treasury management products, quickly learning products and services. You’ll train clients on how to use bank products as well as provide troubleshooting and assistance with client’s software and integration. You’ll provide excellent customer service, accurate information, build client trust, and navigate challenging situations and tasks.

• Responsible for supporting the Operations Manager in account opening and closing, including but not limited to CDARS, IC, Credit Cards, Debit Cards, Checking and Money Market accounts. Utilize all resources to assist clients with account payment research and lockbox inquiries. Assist with all aspects of association transitions between management companies.
• Utilize daily reports to ensure that insufficient funds and non-posted transactions are processed following established procedures by expected deadlines. Provide excellent customer service in line with standards and client expectations. Use systems and tracking tools to remain organized, ensure completion of all requests, and deliver exceptional client experiences. Strong task management and professionalism is essential.
• Collaborate in a team structure and assist other members of the team to balance workload, actively supporting the team to achieve performance goals. Maintain a working knowledge of related federal banking regulations and bank policies and procedures.
• Build trust and relationships with clients as well as Sales Team to ensure organic growth of deposits. Actively participate in bank training and demonstrate retention of learned knowledge.

What You’ll Need

• 1+ years of related experience in Treasury Management Sales, Branch Banking Operations, or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Must be flexible and adapt quickly to change.
• Ability to work independently and in a team environment.
• Ability to prioritize tasks and remain organized.
• Proficiency with MS Office suite.
• Intermediate speaking and writing communication skills.

Benefits You’ll Love

• 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
• 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