Full-Time

Client Relationship Manager III

Posted on 4/2/2025

Western Alliance

Western Alliance

1,001-5,000 employees

No salary listed

Expert

Company Does Not Provide H1B Sponsorship

Vienna, VA, USA

The job is located in Tysons, VA, which is near Reston, VA. No specific in-office days are mentioned, but it is assumed to be in-person.

Category
Customer Success
Sales & Account Management
Required Skills
Risk Management
Requirements
  • A minimum of 10 years of corporate trust experience is required.
  • Bachelor's degree in a related field is preferred
  • Intermediate to advanced knowledge of administration of Collateralized Loan Obligations (CLO) and Loan Financing facilities
  • Intermediate to advanced knowledge of trust agreements and related documents
  • Strong speaking and writing skills for internal and external audiences
Responsibilities
  • Managing our largest and/or most complicated client relationships and ensuring excellent client service and delivery to the client base.
  • Helping drive product efficiency projects and may lead other business related projects.
  • Overseeing the day to day operations and reporting delivery to clients done with the client service associates assigned to your deals.
  • Providing feedback and working with the team leader to conduct annual reviews for client service associates.
  • Developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization.
  • Reviewing and accepting new client relationships based on business line account acceptance policies and procedures.
  • Providing quality service based on client needs, wants, and expectations; aligning actions accordingly; remaining sensitive and responsive to both internal and external clients; building distinctive predictable levels of service; resolving problems quickly and effectively.
  • Working closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients.
  • Identifying business risks and operational challenges and taking steps to mitigate risk and enhance operating systems and processes.
  • Coordinating the development and implementation of operational changes within the unit.
  • May be responsible for meeting certain revenue, new business and expense goals.
  • May manage staff, hire new staff, and/or train staff to successfully meet business objectives.
  • Reviewing client reporting and working with clients and other interested parties on any issues or changes needed.
  • Making sure clients are getting the required information at all times. Responding to all queries from interested parties.
Desired Qualifications
  • Preferred experience managing staff

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

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