Treasury-Savvy Banking Advisor

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

Job summary

Western Alliance Bank in Mesa seeks a Preferred Banking Advisor (Relationship Banker) to serve as a single point of contact for clients, focusing on treasury management and deposit solutions. You will manage the full client life cycle, provide expert guidance, and collaborate with internal teams to tailor financial services.

The role requires strong communication, 3+ years in related banking fields, and knowledge of regulatory requirements.

Qualifications

• 3+ years of experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales.
• High school diploma required; Bachelor's degree 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.

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 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.

Skills

Treasury management

Deposit sales

Regulatory compliance

Sales & service

Communication skills

Education

High school diploma

Bachelor's degree

Job description

Western Alliance Bank in Mesa seeks a Preferred Banking Advisor (Relationship Banker) to serve as a single point of contact for clients, focusing on treasury management and deposit solutions. You will manage the full client life cycle, provide expert guidance, and collaborate with internal teams to tailor financial services.

The role requires strong communication, 3+ years in related banking fields, and knowledge of regulatory requirements.