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Senior Preferred Banking Advisor – Relationship Banker
Company | Western Alliance |
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Location | Reno, NV, USA |
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Salary | $60400 – $74610 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Mid Level, Senior |
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Requirements
- 4+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations or similar field.
- High school diploma required; Bachelor’s degree in related field preferred.
- Intermediate to advanced knowledge of general banking, 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.
- Intermediate to advanced 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.
- 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.
Preferred Qualifications
- Bachelor’s degree in related field preferred.