5 часов назад
Preferred Banking Advisor (Relationship Banker)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Preferred Banking Advisor (Relationship Banker) (Treasury Management/Banking): Managing the full client life cycle and advising clients on treasury management, deposits, loans, and commercial and personal banking products with an accent on client communication, sales, service, operations, and regulatory compliance. Focus on analyzing client needs, resolving operational requests, supporting risk mitigation, and meeting service, cross-selling, and efficiency targets.
Location: Chandler, Arizona, United States; full-time, onsite role.
Company
is a nationwide banking organization and wholly owned subsidiary of Western Alliance Bancorporation, serving clients through multiple legacy bank brands and financial services businesses.
What you will do
- Manage the full client life cycle as a single point of contact for preferred banking clients.
- Respond to client requests, maintain proactive communication, and resolve service issues.
- Advise clients on treasury management, deposits, loans, and commercial and personal banking products.
- Analyze client needs and patterns to identify opportunities to promote relevant bank products and services.
- Own information flow for technical and operational processes, risk mitigation, efficiency, and customer service.
- Meet service-level, cross-selling, risk management, regulatory compliance, audit, productivity, and efficiency goals.
Requirements
- 3+ years of experience in treasury management services, branch banking operations, lending, deposit sales, or a similar field.
- High school diploma required; a related bachelor's degree is preferred.
- Intermediate knowledge of general banking, loans, treasury management, and commercial banking products and services.
- Intermediate knowledge of regulatory and legal compliance obligations, rules, regulations, industry standards, and practices.
- Intermediate sales and service experience with business deposits or treasury management products.
- Advanced verbal and written communication skills.
Culture & Benefits
- Medical and dental insurance.
- Paid time off and a 401(k) matching program.
- Company ownership opportunity and tuition assistance.
- Employee volunteer and wellness programs.
- Department training and opportunities for banking knowledge and career development.
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