Senior Preferred Banking Advisor (relationship Banker)

Western Alliance Bank

San Diego, CA, United States
Base: $69,460.00 - $85,803.00; bonus/equity: eligi...
Treasury management expertise
Deposit operations expertise
Client relationship management
As a Senior Preferred Banking Advisor, you will be a single point of contact responsible for executing the full client life cycle, with a focus on treasury management and deposit requests

Job Summary

  • As a Senior Preferred Banking Advisor, you will be a single point of contact responsible for executing the full client life cycle, with a focus on treasury management and deposit requests.
  • You will respond to and resolve client requests, provide expert advice, and identify opportunities to promote bank products through analysis of client patterns and needs.
  • The company offers competitive salaries, an ownership stake, medical and dental insurance, time off, a 401k matching program, tuition assistance, an employee volunteer program, and a wellness program.

Matching Summary

As a Senior Preferred Banking Advisor, you will be a single point of contact responsible for executing the full client life cycle, with a focus on treasury management and deposit requests.

Salary

Base: $69,460.00 - $85,803.00; Bonus/Equity: eligible for annual bonus/incentives earned and restricted stock; Benefits: competitive salaries, ownership stake, medical and dental insurance, time off, 401k matching, tuition assistance, employee volunteer program, wellness program

Skills & Requirements

Must-have

  • Treasury management expertise
  • Deposit operations expertise
  • Client relationship management
  • Sales and service experience
  • Regulatory compliance knowledge

Nice-to-have

  • Proactive client communication
  • Cross-selling goals achievement
  • Internal department collaboration
  • Continuous learning and development

Key Requirements

  • 4+ years related experience
  • High school diploma required
  • Bachelor's degree preferred
  • Intermediate to advanced banking knowledge
  • Intermediate to advanced sales experience

Work Rights

Not specified

Tailored Resume

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