Full-Time

Preferred Banking Lead

Posted on 3/12/2025

Western Alliance

Western Alliance

1,001-5,000 employees

Compensation Overview

$73.1k - $90.3k/yr

+ Annual Bonus + Incentives + Restricted Stock

Senior

Company Does Not Provide H1B Sponsorship

Las Vegas, NV, USA

The job is located in Las Vegas, NV, and does not offer remote work.

Category
Commercial Banking
Treasury
Finance & Banking
Required Skills
Word/Pages/Docs
Salesforce
Data Analysis
Excel/Numbers/Sheets
Requirements
  • 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.
  • 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
Responsibilities
  • Partner with leadership to coach and execute the full client life cycle for clients.
  • Promote and exemplify the department's 'sales, service, operations' philosophy through client interactions.
  • Respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as treasury management, loans, commercial, and personal accounts.
  • Work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction.
  • 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.
  • 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.
  • Assist leadership by creating and executing strategic business initiatives driven by data analytics.
  • At times, may lead and develop a team; responsible for participating in hiring, coaching, performance management, training, and development.
Desired Qualifications
  • Bachelor's degree in related field preferred, and may be substituted for years of experience
  • Previous leadership experience preferred

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Phoenix, Arizona

Founded

2002

Simplify Jobs

Simplify's Take

What believers are saying

  • Stanley Capital's investment indicates confidence in Western Alliance's growth potential.
  • The agriculture sector expansion could open new revenue streams for the bank.
  • Digital self-service and automation trends are enhancing cost efficiencies in banking.

What critics are saying

  • A recent data breach exposed sensitive customer information, risking financial penalties.
  • Executive changes may lead to strategic shifts or instability within the company.
  • Judicial scrutiny could pose reputational risks if the bank aligns with controversial figures.

What makes Western Alliance unique

  • Western Alliance received the Smarter Bank Differentiated Award for distinct competitive positioning.
  • The bank is expanding into agriculture with the hire of Leo Munoz.
  • Western Alliance is recognized for its strategic brand segmentation efforts.

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Benefits

Health Insurance

Dental Insurance

401(k) Company Match

Tuition Reimbursement

Employee Referral Bonus

Wellness Program

Company News

Courthouse News Service
Mar 20th, 2025
California federal judges ask legal audience to call out attacks on judicial independence

SAN DIEGO (CN) - The topic of the panel was mass torts and class actions, but President Donald Trump and Republican legislators' calls for impeaching a Washington judge was on everyone's minds at the Western Alliance Bank's annual Class Action Law Forum at the University of San Diego Thursday.

Claim Depot
Mar 15th, 2025
Western Alliance Bank Data Breach Exposes SSN's & Driver's Licenses

On March 14, 2025, Western Alliance Bank ("WAB") disclosed a data breach affecting the personal information of its customers.

PR Newswire
Dec 31st, 2024
Cornerstone Advisors Announces 2024 Gonzobanker Award Winners

Company Hosts Awards Live for First TimeSCOTTSDALE, Ariz., Dec. 31, 2024 /PRNewswire/ -- Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, has announced its 24th Annual GonzoBanker Awards, the company's iconic tribute to notable people, companies, technologies and deals in the banking and fintech industries.According to Steve Williams, Cornerstone CEO, banks and credit unions demonstrated remarkable performance this year in the face of accelerating complexity on many fronts, not the least of which was a difficult economic environment. "We salute the 'troublemakers' in the industry who balanced fundamental and complex challenges while continuing to improve customers' financial lives," said Williams.Award categories included the Smarter Banks Awards, designed to celebrate extraordinary financial institutions that have modernized their businesses and grown in focused and strategic ways. These included:The Smarter Bank Hyper-Efficient Award , recognizing groundbreaking efficiency driven by digital self-service, process automation and artificial intelligence, went to Space Coast Credit Union in Melbourne, Fla. Under the leadership of CEO Tim Antonition , the credit union has demonstrated how leaning into new approaches to efficiency can yield a 2.5% non-interest expense/asset ratio in a full-service community credit union.digital self-service, process automation and artificial intelligence, went to Space Coast Credit Union in Under the leadership of CEO , the credit union has demonstrated how leaning into new approaches to efficiency can yield a 2.5% non-interest expense/asset ratio in a full-service community credit union. The Smarter Bank Differentiated Award , recognizing institutions that forge distinct competitive positions and segmented brands, went to CEO Ken Vecchione and the team at Western Alliance Bancorporation

ODT Magazine
Oct 4th, 2024
Catalyst Ortho Tops 10K Shoulder Replacements, Secures $20M Financing

Catalyst said it's poised for the next stage of commercial adoption.

MarketBeat
Sep 24th, 2024
Stanley Capital Management LLC Makes New $9.74 Million Investment in Western Alliance Bancorporation (NYSE:WAL)

Stanley Capital Management LLC makes new $9.74 million investment in Western Alliance Bancorporation (NYSE:WAL).

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