Senior Treasury & Deposits Advisor - Preferred Banking

Western Alliance Bancorporation; Beverly Hills (CA); On-site; USD 69,000 - 86,000; Full time

Benefits offered by this job

Competitive salaries

Medical and dental insurance

401(k) matching program

Tuition assistance program

Employee volunteer program

Wellness program

Job summary

Western Alliance Bank in Beverly Hills is seeking a Senior Preferred Banking Advisor to manage the full client life cycle with emphasis on treasury management and deposit requests. You will respond to client needs, provide expert guidance, and collaborate with internal teams to drive satisfaction and growth.

The role requires 4+ years in Treasury Management or related fields, with a high school diploma and a preferred Bachelor's degree.

Qualifications

• 4+ years of related experience in Treasury Management Sales or Treasury Management Service
• High school diploma required; Bachelor's degree in related field preferred
• Knowledge of general banking, loans, treasury management and other commercial banking products
• Knowledge of regulatory and legal compliance obligations and industry standards
• 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 communication to execute the complete client life cycle and achieve client satisfaction.
• Promote Bank products through analysis of client patterns and needs; be an expert banker in treasury management and deposit operations.
• Own information flow for processes, risk mitigation, and customer service; collaborate with leadership across bank divisions.
• Meet or exceed service level standards including cross-selling, risk management, audit soundness, and productivity.

Skills

Treasury management

Sales experience

Customer service

Communication

Education

High school diploma

Bachelor's degree preferred

Job description

Western Alliance Bank in Beverly Hills is seeking a Senior Preferred Banking Advisor to manage the full client life cycle with emphasis on treasury management and deposit requests. You will respond to client needs, provide expert guidance, and collaborate with internal teams to drive satisfaction and growth.

The role requires 4+ years in Treasury Management or related fields, with a high school diploma and a preferred Bachelor's degree.