Preferred Banking Advisor

Company: Disability Solutions
Location: San Jose
Posted on: April 18, 2024

Job Description:

Job Title:Preferred Banking AdvisorLocation:San JoseWhat you'll do:As a Preferred Banking Advisor, you will be a single point of contact responsible for executing the full client life cycle for clients. You will exemplify the department's "sales, service, operations" philosophy through client interactions. You will respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as treasury management, loans, and commercial, and personal accounts. You will respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as treasury management, loans, and commercial, and personal accounts. You will participate in a career experience journey to augment banking knowledge for more effective work solutions and career growth opportunities.What we are looking for:

• Respond to client requests and engage in proactive client communication to execute the complete client life cycle and achieve client satisfaction.
• Identify and capitalize on 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. Fosters 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.
• You will also support leadership business initiatives.
• Participates in the preferred banker career experience journey by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions.What you need to have:
  • High School diploma or equivalent required. Bachelor's Degree in a related field preferred.
  • Three (3) or more years of experience in Branch Banking Operations, Treasury Management Services, and/or Lending Deposit Sales or related experience.
  • Intermediate knowledge of sales and service experience in deposits or treasury management products.
  • Intermediate to advanced knowledge of general banking, and 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.
  • Strong speaking and writing skills for internal and external audiences.Compensation: Salary range for new hires is generally $65,365.00 - $76,900.00 for San Jose, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.Benefits you'll love:We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!About the company:Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.-- Western Alliance Bancorporation

Keywords: Disability Solutions, San Jose , Preferred Banking Advisor, Accounting, Auditing , San Jose, California