Preferred Relationship Banker – Real Estate and Escrow Services
| Company | Western Alliance |
|---|---|
| Location | Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelors Degree and/or five (5) or more years of Treasury Management and/or Deposits Sales or a combination thereof
- Intermediate knowledge of general banking operations, including deposit operations, treasury management and/or other commercial banking products and services
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
- Intermediate project management and organizational skills; ability to create momentum, foster organizational change, and work with other members of senior management.
- Strong speaking and writing skills for internal and external audiences
- Ability to interpret client financial statements and recommend specific solutions to achieve goals
Responsibilities
- Build strong advisory relationships with complex commercial clients, uncovering and solving their needs.
- Responsible for deposit and treasury management (TM) growth within the portfolio.
- Identify client balances at other financial institutions and recommend solutions to help clients grow their business, improve efficiency, or simplify tasks.
- Complete new account applications, TM sales product applications, and use technology products for client account maintenance.
- Coordinate the onboarding of new banking products and services.
- Routinely contact existing, prospective or newly assigned clients, and develop relationships and new business opportunities.
- Partner effectively across a heavily matrixed organization to create effective sales and service solutions for clients.
- Accurately complete new account applications, TM sales product applications and use a suite of technology products to perform client requested account maintenance.
- Assess customers financial needs and recommend the most appropriate products and/or services to assist in developing new business opportunities and expanding an existing customer base.
- Gather all information necessary to present a deposit or treasury management opportunity to senior management for approval; meet with new/potential customers; visit sites of loans; sell bank’s deposit and treasury management products; refer and recommend acceptance to BSA department if required.
- Support the growth of a designated team and provide leadership through active involvement as the product and service subject matter expert.
- Maintain a strong knowledge of Western Alliance Bank deposit and treasury management products and services.
- Collaborate with other departments across the organization to execute the sales and relationship building strategies to achieve optimal results.
- Stay abreast of changing business trends that impact real estate and escrow services clients and translate those trends into business opportunities.
- Assist in mitigating risk, verifying audit compliance, and procedural quality control through an operations review. Ensure compliance with established Bank policies, procedures and state and federal regulations.
Preferred Qualifications
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No preferred qualifications provided.