Senior Preferred Banking & Treasury Advisor

Western Alliance Bancorporation; San Diego (CA); On-site; USD 69,000 - 86,000; 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 Bancorporation, via Western Alliance Bank in San Diego's Kearny Mesa, seeks a Senior Preferred Banking Advisor (Relationship Banker) to manage the full client life cycle with a focus on treasury management and deposits.

You will respond to and resolve client requests, provide expert guidance on treasury management and deposits, coordinate with internal teams, promote bank products, and help drive service levels and client satisfaction through training and teamwork.

Qualifications

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

Responsibilities

• 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 both treasury management and deposit operations activities.
• Own the information flow and communication for technical and operational processes and requirements, risk mitigation, efficiency, and customer service.

Education

High school diploma

Bachelor's degree in related field

Job description

Western Alliance Bancorporation, via Western Alliance Bank in San Diego's Kearny Mesa, seeks a Senior Preferred Banking Advisor (Relationship Banker) to manage the full client life cycle with a focus on treasury management and deposits.

You will respond to and resolve client requests, provide expert guidance on treasury management and deposits, coordinate with internal teams, promote bank products, and help drive service levels and client satisfaction through training and teamwork.