Western Alliance Bank · 7 hours ago
Preferred Banking Advisor
San Diego, CA
Full-time
Onsite
Mid Level
$63K/yr - $78K/yr
3+ years expWestern Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation, and they are seeking a Preferred Banking Advisor. In this role, you will be responsible for executing the full client life cycle with a focus on treasury management and client satisfaction.
BankingFinanceFinancial Services
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
Qualification
Required
3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or similar field
High school diploma required
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
Preferred
Bachelor's degree in related field preferred
Benefits
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
A wellness program
Company
Western Alliance Bank
Western Alliance Bank is a banking firm that offers commercial and business banking solutions.
Founded in 1994Phoenix, Arizona, USA
1001-5000 employees
H1B Sponsorship
Western Alliance Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (42)
2024 (30)
2023 (49)
2022 (28)
2021 (13)
2020 (10)
Funding
Current Stage
Public CompanyTotal Funding
$400M2025-11-19Post Ipo Debt· $400M
2005-06-30IPO
Leadership Team
Tim Boothe
Chief Operating Officer
Barbara Kennedy
Chief Human Resources Officer
Recent News
2025-12-12
Company data provided by crunchbase