Senior Preferred Banking Advisor
Company: Disability Solutions
Location: Chandler
Posted on: February 2, 2025
Job Description:
Job Title:Senior Preferred Banking AdvisorLocation:AZ - Chandler
3033What you'll do:As a Senior Preferred Banking Advisor, you will
be a single point of contact responsible for executing the full
client life cycle for clients. You will exemplify the department's
"sales, service, operations" philosophy through client
interactions. You will 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 will work with internal
departments and resources such as the Preferred Banker support
system to drive client satisfaction. You will participate in a
career experience journey 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.
- Own the information flow and communication for technical and
operational processes and requirements, risk mitigation,
efficiency, and customer service. Fosters 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. You will also support leadership business
initiatives.
- Participates in the preferred banker career experience journey
by achieving and exceeding department metrics, completing training
sessions, and demonstrating knowledge through customer and team
interactions.
- The Preferred Banker II may assist in training, coaching, and
mentoring other team members.What you'll need:
- High school diploma required, bachelor's degree in related
field preferred.
- 4+ years of direct, related experience in Treasury Management
Sales, Treasury Management Service, and/or Branch Banking
Operations.
- Advanced knowledge of general banking operations, including
deposit operations, loan administration, treasury management and/or
other commercial banking products and services.
- Advanced knowledge of applicable regulatory and legal
compliance obligations, rules and regulations, industry standards
and practices.
- Advanced sales and service experience in business deposits or
treasury management products.
- Strong speaking and writing skills for internal and external
audiences (ex: sales or leadershipBenefits 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 HR@westernalliancebank.com 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
Keywords: Disability Solutions, Casa Grande , Senior Preferred Banking Advisor, Accounting, Auditing , Chandler, Arizona
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