AAB Relationship Banker II
| Company | Western Alliance |
|---|---|
| Location | Chandler, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- 3+ years of related experience in Treasury Management Services, Branch Banking Operations or similar field.
- High school diploma required; Bachelor’s degree in related field preferred.
- Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Knowledge of management companies integrated technologies and ability to handle a medium to large client portfolio.
- Must be flexible and adapt quickly to change.
- Ability to work independently and in a team environment.
- Ability to prioritize tasks and remain organized.
- Proficiency with MS Office suite.
- Advanced speaking and writing communication skills.
Responsibilities
- Manage a portfolio of clients consisting of property management companies and self-managed communities.
- Train clients and junior bankers how to use bank products and provide troubleshooting and assistance with client’s software and integration.
- Support the Operations Manager in account opening and closing, including but not limited to CDARS, ICS, Credit Cards, Debit Cards, Checking and Money Market accounts.
- Collaborate with AAB Sales to build trust and enhance the customer relationship by identifying, recommending, and delivering bank treasury management products/service opportunities.
- Utilize all resources to assist clients with account/payment research and lockbox inquiries.
- Provide in-depth client training on all bank products, such as online banking, positive pay, ACH, and various bank portals.
- Collaborate in a team structure and assist other members of the team to balance workload, actively driving the team to achieve performance goals.
- Assist Client Success, Sales, and Client Transition team with association transitions between management companies.
- Utilize systems and tracking tools to remain organized, ensure completion of all requests, and deliver exceptional client experiences.
- Maintain a strong working knowledge of related federal banking regulations and bank policies, procedures.
- Actively participate in bank training and demonstrate retention of learned knowledge.
- Participate in team projects, as assigned.
Preferred Qualifications
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No preferred qualifications provided.