Banking Advisor
Listed on 2026-02-16
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Finance & Banking
Banking & Finance, Risk Manager/Analyst
Job Title
Preferred Banking Advisor
LocationCity Scape
What You'll DoAs a Preferred Banking Advisor you will be a single point of contact responsible for executing the full client life cycle for clients, focusing on becoming an expert in treasury management or deposit requests. You will exemplify the department’s "sales, service, operations" philosophy through client interactions, respond to and resolve client requests, and provide expert advice on products such as treasury management, loans, commercial, and personal accounts.
You will work with internal departments and resources—such as the Preferred Banker support system—to drive client satisfaction and participate in training to enhance banking knowledge and career growth.
- Respond to client requests and engage in proactive communication to complete the client life cycle and achieve client satisfaction. Identify and capitalize opportunities to promote bank products through analysis of client patterns and needs. Be an expert in treasury management or deposit operations.
- Own the information flow and communication for technical and operational processes, risk mitigation, efficiency, and customer service. Foster strong working relationships with leadership across bank divisions.
- Meet or exceed service level standards—including customer service, turnaround time, cross‑selling goals, risk management, regulatory compliance, audit soundness, productivity, and efficiency—and support leadership business initiatives.
- Enhance knowledge and develop as a preferred banker by exceeding department metrics, completing training sessions, and demonstrating expertise through customer and team interactions.
- 3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or a similar field.
- High school diploma required;
Bachelor’s degree in a related field preferred. - Intermediate knowledge of general banking, loans, treasury management, and other commercial banking products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules, regulations, industry standards, and practices.
- Intermediate sales and service experience in business deposits or treasury management products.
- Advanced speaking and writing communication skills.
We offer competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a robust 401(k) matching program, tuition assistance, an employee volunteer program, and a wellness program. You will also gain invaluable hands‑on experience learning how successful companies operate and manage their finances, boosting your career growth.
About the CompanyWestern Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Its divisions—Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank—are Member FDIC. Ameri Home Mortgage is also a Western Alliance Bank company.
Equal Employment OpportunityWestern Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, national origin, marital status, disability, protected veteran status, sexual orientation, gender identity, or genetic information. The company will provide reasonable accommodations for individuals with disabilities. If you need an accommodation, please email or call . Please provide your contact information and the nature of your accessibility issue;
we will only respond to inquiries concerning accommodation requests during the application process.
© Western Alliance Bancorporation
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