Banking Advisor

Description:

Western Alliance Bank is seeking a Preferred Banking Advisor (Relationship Banker) to join its Montgomery branch in San Francisco. This role serves as the single point of contact for high-value clients, managing the complete client life cycle with a strong focus on treasury management, deposit requests, and relationship development. The advisor will play a pivotal role in delivering the bank’s “sales, service, operations” philosophy while ensuring superior client experiences.

The position requires proactive engagement with clients, handling inquiries, resolving requests, and promoting appropriate banking products and services including loans, commercial accounts, personal accounts, and treasury management solutions. The advisor will also coordinate with internal teams and resources to ensure seamless service delivery and drive client satisfaction.

Key Responsibilities:

• Act as the primary relationship manager, executing the complete client life cycle with a focus on treasury management and deposit operations.

• Respond promptly to client requests, inquiries, and service needs while ensuring satisfaction.

• Analyze client patterns and financial needs to identify opportunities for cross-selling and promoting relevant bank products.

• Serve as an expert in treasury management, loans, and deposit operations, providing tailored advice and solutions.

• Manage communication flow regarding technical, operational, and regulatory processes, ensuring compliance and mitigating risks.

• Meet and exceed defined service level standards, including turnaround time, cross-sell goals, customer service benchmarks, regulatory compliance, and productivity.

• Foster collaboration across divisions and departments to deliver efficient and client-focused solutions.

• Actively participate in training programs to enhance banking knowledge and demonstrate expertise in client and team interactions.

Qualifications:

• Minimum of 3 years’ experience in treasury management, branch operations, lending, deposit sales, or related banking services.

• High school diploma required; Bachelor’s degree in banking, finance, or a related field preferred.

• Strong working knowledge of banking operations, treasury management, lending products, and commercial services.

• Familiarity with banking regulatory requirements, compliance obligations, and industry standards.

• Proven experience in business deposits or treasury management product sales.

• Exceptional communication and relationship management skills, with the ability to clearly explain financial products and services to clients.

Compensation & Benefits:

• Competitive base salary of $5719 – $7065 per month (based on San Francisco market range).

• Eligibility for annual incentives and restricted stock grants.

• Comprehensive benefits package including:

  • Medical, dental, and vision insurance

  • 401(k) program with company match

  • Paid time off and wellness programs

  • Tuition assistance program

  • Employee volunteer and engagement programs

  • Ownership stake in the company through stock programs

About the Company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation, a trusted and respected financial institution. The bank operates under several divisions, including Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank. As a Member FDIC institution, Western Alliance is committed to customer-first service, innovation, and long-term client relationships.

Equal Opportunity & Accessibility:
Western Alliance Bancorporation is an equal opportunity employer, providing fair consideration to all qualified applicants regardless of race, gender, religion, national origin, age, disability, veteran status, sexual orientation, or other protected characteristics. Candidates requiring reasonable accommodation during the application process may contact HR@westernalliancebank.com or call 602-386-2488 for assistance.