Ab Client Transition Advisor

Western Alliance Bancorporation

Chandler, AZ, US
Competitive salaries; ownership stake in compyny; ...
Treasury management service experience
Intermediate banking operations knowledge
Customer onboarding and transition skills
The role involves managing the end-to-end onboarding and transition of new and existing clients while ensuring accurate product implementation

Job Summary

  • The role involves managing the end-to-end onboarding and transition of new and existing clients while ensuring accurate product implementation.
  • Candidates will educate customers on risk mitigation and coordinate training calls to ensure successful service adoption.
  • The company offers competitive salaries, ownership stakes, comprehensive medical benefits, and a robust 401k matching program.

Matching Summary

The role involves managing the end-to-end onboarding and transition of new and existing clients while ensuring accurate product implementation.

Salary

Competitive salaries; Ownership stake in company; Medical, dental, 401k matching, tuition assistance

Skills & Requirements

Must-have

  • Treasury Management Service experience
  • Intermediate banking operations knowledge
  • Customer onboarding and transition skills
  • Stakeholder communication and coordination
  • Risk mitigation education for clients

Nice-to-have

  • Process improvement initiative focus
  • Strong speaking and writing skills
  • Collaborative team environment
  • Commercial banking product expertise

Key Requirements

  • 2+ years Treasury Management Service experience
  • High school diploma required
  • Bachelor's degree preferred
  • Intermediate regulatory compliance knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter