- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, and execute the complete client life cycle by developing thoughtful solutions and delivering an exceptional client experience.
- Participate in Payables, Receivables, and Working Capital client discussions
- Work with internal partners to provide interdisciplinary expertise and help generate business results and acquire new assets, both from existing client base and new client acquisition
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Oversee and manage distribution of work for their designated team, facilitate cross training opportunities, and provide reporting to management on production, turnaround times and other key data points.
- Ensure the team meets service level standards including sales, customer service, turn-around time, risk management and regulatory compliance, audit soundness, and productivity and efficiency. May also monitor individual team member progress on their career experience journey to support their career progression and ensure optimal client support for all client inquiries or requests.
- Assist leadership by creating and executing strategic business initiatives driven by data analytics. This may require change management techniques with other internal departments, proactively keeping up-to-date with Bank products, and completing other duties as assigned.
- At times, may lead and develop a team; responsible for participating in hiring, coaching, performance management, training, and development.
- High school diploma
- 5+ years of professional or relevant experience including, but not limited to Treasury Management Sales or Treasury Management Service or Branch Banking, or other applicable financial experience.
- Bachelor's degree in related field preferred, and may be substituted for years of experience
- Product Knowledge: Foundational knowledge of banking products or related business software
- Energetic individual that is self-motivated, coachable, and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibility
- Detailed oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs delivering complex solutions
- Strong speaking and writing skills for internal and external audiences (ex: sales or leadership)
- Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication Previous leadership experience preferred.
- Ability to travel 25%
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Preferred Banking Lead - Phoenix, United States - Western Alliance Bank
Description
Job Title:Preferred Banking Lead
Location:
CityScape
What you'll do:
As a Preferred Banking Lead (Preferred Banker 3), you will primarily work to execute the full client engagement life cycle for clients and at times partner with leadership to coach and mentor other team members. You will promote and exemplify the department's "sales, service, operations" philosophy through client interactions. You will strive to provide best-in-class white glove service to our clients. 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, commercial cards, loans, and commercial, and personal accounts, along with supporting and managing complex technical integrations that enable client capabilities through items like SFTP, data exchange, and advanced AP/AR services. You will work with internal departments and resources such as the Preferred Banker support system, Relationship Managers, Treasury Management, Cards, Bank Operations, and IT to drive client satisfaction. You will support the team through a career experience journey to augment banking knowledge for more effective work solutions and career growth opportunities by achieving and exceeding department metrics, conducting training sessions, and demonstrating knowledge through customer and team interactions. You will prepare, provide, and present to internal partners and clients throughout the year incorporating client activity, current solutions, setup structure, and recommendations for additional products and solutions. You will be assigned department sales and/or referral goals that align with strategic objectives.
What we are looking for:
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 or call 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
Preferred Banking Lead professionals in Phoenix
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Jonathan Pawlick
Multifaceted Finance and Project Management Expert