Preferred Banking Advisor
Company: Disability Solutions
Location: Phoenix
Posted on: October 24, 2024
Job Description:
Job Title:Preferred Banking AdvisorLocation:CityScapeWhat you'll
do:As a 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, and commercial, and personal
accounts. 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, and
commercial, and personal accounts. You will participate in a career
experience journey to augment banking knowledge for more effective
work solutions and career growth opportunities.What we are looking
for:
- Respond to client requests and engage in proactive client
communication to execute the complete client life cycle and achieve
client satisfaction.
- Identify and capitalize on 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.What you need to have:
- High School diploma or equivalent required. Bachelor's Degree
in a related field preferred.
- Three (3) or more years of experience in Branch Banking
Operations, Treasury Management Services, and/or Lending Deposit
Sales or related experience.
- Intermediate knowledge of sales and service experience in
deposits or treasury management products.
- Intermediate to advanced knowledge of general banking, and
loans. treasury management, and other commercial banking products
and services.
- Intermediate to advanced knowledge of applicable regulatory and
legal compliance obligations, rules and regulations, industry
standards, and practices.
- Strong speaking and writing skills for internal and external
audiences.Benefits 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, Sun City , Preferred Banking Advisor, Accounting, Auditing , Phoenix, Arizona
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