Preferred Banking Advisor (Relationship Banker)

Davita Inc.; Scottsdale (AZ); On-site; USD 50,000 - 85,000; Full time

Job summary

A leading company in banking is seeking a Preferred Banking Advisor in Scottsdale. This role focuses on managing client relationships and enhancing satisfaction through expert banking knowledge, particularly in treasury management. Candidates should have substantial experience in related fields, strong compliance knowledge, and excellent communication skills. Benefits include competitive salary, medical insurance, and career growth opportunities.

Benefits

Competitive salaries

Medical and dental insurance

401k matching program

Tuition assistance program

Employee volunteer program

Wellness program

Qualifications

• 3+ years in Treasury Management, Branch Banking, or similar.
• High school diploma required; Bachelor's preferred.
• Intermediate knowledge of banking products and services.

Responsibilities

• Respond to client requests, drive satisfaction.
• Meet service level standards and compliance.
• Enhance banking knowledge and career through training.

Skills

Sales and service experience

Client relationship management

Regulatory compliance

Communication skills

Education

High school diploma

Bachelor's degree in related field

Job description

Job Title:

Preferred Banking Advisor (Relationship Banker)

Location:

Scottsdale

What you'll do:

As a Preferred Banking Advisor you'll be a single point of contact responsible for executing the full client life cycle for clients with a particular focus on establishing yourself as an expert in treasury management or deposit requests. You'll exemplify the department's "sales, service, operations" philosophy through client interactions. You'll 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'll work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You'll participate in department training to augment banking knowledge for more effective work solutions and career growth opportunities.

• 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. Be an expert banker with regard to treasury management or deposit operations activities.
• Own the information flow and communication for technical and operational processes and requirements, risk mitigation, efficiency, and customer service. Foster 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. Support leadership business initiatives.
• Enhance knowledge and develop as a preferred banker by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions.

What you'll need:

• 3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• Intermediate knowledge of general banking, loans, treasury management and other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate sales and service experience in business deposits or treasury management products.
• 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 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 [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