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Western Alliance

Regional bank offering tailored business banking

Portfolio Manager 2 - Digital Assets

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePhoenix, AZ, USANo salary listedIn-person

About the Job

Requirements

  • At least 4 years of related experience in portfolio management or a similar field within banking.
  • A bachelor's degree or equivalent experience.
  • Entry-level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, or other commercial banking products and services.
  • Entry-level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices.
  • Entry-level to intermediate knowledge of commercial credit, loan structuring, and pricing dynamics.
  • Completion of credit analyst training.
  • Intermediate speaking and writing communication skills.

Responsibilities

  • Analyze, structure, underwrite, and coordinate the onboarding of blockchain and digital asset business deposit accounts in compliance with Digital Asset Group policies and procedures.
  • Manage deposits to ensure customer and sector-related risks are responsibly monitored and identified.
  • Participate in attaining Bank, region, and branch goals through underwriting and closing desirable deposits.
  • Ensure compliance with Bank policies and procedures and applicable state and federal banking regulations.
  • Interface with clients in person, over the phone, and by email to assess credit needs and determine the appropriate structure and information required for analysis.
  • Gather and analyze information and present, with the Relationship Manager, financing requests to senior management or the Loan Committee for approval.
  • Coordinate processing of approved loans, ensuring they follow the agreement, customer needs, and Bank lending policies.
  • Obtain sufficient information and documentation from customers.
  • Assist with resolving problems related to loan processing and servicing within the Relationship Manager's portfolio.
  • Reinforce superior customer service through personal example and appropriate follow-through with customers and employees.
  • Handle underwriting, portfolio-management, and upkeep tasks related to new loan requests and existing Relationship Manager portfolios.

Desired Qualifications

  • Experience with digital assets such as blockchain, bitcoin, or cryptocurrency.
  • Experience with commercial banking portfolio management.
  • Experience with know your customer processes.

About the Company

Western Alliance

Regional bank offering tailored business banking

Western Alliance Bancorporation is a regional bank holding company serving locally-owned, small and middle-market businesses, professional firms, real estate investors and individuals with a wide range of banking products and services. It operates through divisions such as Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank to tailor solutions for different markets. The bank earns interest and fees on loans and investments and charges on deposits, with a diversified portfolio that includes commercial, industrial, and real estate lending plus specialized national lending groups in technology, life sciences, and mortgage warehouse lending. Its goal is to provide customized banking solutions across its regional footprint to meet clients’ financing needs while growing its loan, deposit, and service offerings.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Phoenix, AZ
Founded
2002

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