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Western Alliance Bank · 2 days ago

Preferred Banking Advisor

Phoenix, AZ

Full-time

Onsite

Mid Level

3+ years exp

Western 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 the primary contact for clients, focusing on treasury management and deposit requests while ensuring high levels of client satisfaction through expert advice and service.

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