Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Preferred Banking Advisor (Relationship Banker)

Alliance Bank of Arizona

Job Title Preferred Banking Advisor (Relationship Banker) Location Mesa What You’ll Do As a Preferred Banking Advisor you'll be a single point of contact responsible for executing the full client life cycle for clients with a particular focus on establishing yourself as an expert in treasury management or deposit requests. You'll exemplify the department's "sales, service, operations" philosophy through client interactions. You'll 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. You'll work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You'll participate in department training to augment banking knowledge for more effective work solutions and career growth opportunities. Respond to client requests and engage in proactive client communication to execute the complete 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 banker with regard to treasury management or deposit operations activities. Own the information flow and communication for technical and operational processes and requirements, risk mitigation, efficiency, and customer service. Foster good working relationships with leadership across the bank divisions and departments. Meet or exceed service level standards including customer service, turn-around time, cross-selling goals, risk management and regulatory compliance, audit soundness, productivity and efficiency. Support leadership business initiatives. Enhance knowledge and develop as a preferred banker by achieving and exceeding department metrics, completing training sessions, and demonstrating knowledge through customer and team interactions. What You’ll Need 3+ years of related experience in Treasury Management Service, Branch Banking Operations, Lending and/or Deposit Sales or similar field. High school diploma required; Bachelor's degree in 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 and regulations, industry standards and practices. Intermediate sales and service experience in business deposits or treasury management products. Advanced speaking and writing communication skills. Benefits You’ll Love We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About The Company Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email View email address on click.appcast.io or call View phone number on click.appcast.io. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to queries concerning requests that involve a reasonable accommodation in the application process. © Western Alliance Bancorporation #J-18808-Ljbffr Western Alliance Bank

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Preferred Banking Advisor (Relationship Banker) in Arizona City, AZ vacancy
  •  ...Southern Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional...  ...that identify financial solutions and preferred banking channels while recommending tailored...  ...appointments, and building new relationships within the community.Addresses questions... 
    Suggested
    Immediate start
    Day shift

    Bank N.A.

    Arizona City, AZ
    1 day ago
  • Bank of Montreal (BMO) is seeking a Retail Banking Sales & Service professional to deliver exceptional service to customers and prospects. You will identify needs and provide guidance on financial solutions that are in the customers' best interests, collaborating with... 
    Suggested

    Bank N.A.

    Arizona City, AZ
    3 days ago
  • $20 - $27 per hour

    About the Role:The Personal Banker is responsible for delivering...  ...acquire new and expand existing relationships with clients by asking...  ...business partners within the Bank when needed. Also responsible...  ...or other banking experience preferred.Basic knowledge of consumer banking... 
    Suggested
    Immediate start

    Columbia Banking System

    Arizona City, AZ
    2 days ago
  • Columbia Bank is seeking a Personal Banker in Mesa, AZ to deliver exceptional client experiences onsite. You will acquire and expand client relationships, identify lending opportunities, and refer products through internal partners. The role supports cash handling, account... 
    Suggested

    Columbia Bank

    Arizona City, AZ
    4 days ago
  •  ...Financial Group in the United States (Mesa, AZ) is seeking a Retail Banking Sales & Service professional to engage with customers, assess...  ...options and support transactions while driving community relationships and compliant lending decisions. The role emphasizes consultative... 
    Suggested

    BMO

    Arizona City, AZ
    1 day ago
  • The Personal Banker at First Fidelity Bank in Mesa, AZ will build meaningful relationships with new and existing clients, delivering exceptional service and guidance toward financial goals. You will resolve client issues, identify needs, and refer to other bank lines of... 

    First Fidelity Bank

    Arizona City, AZ
    5 days ago
  • Columbia Bank is seeking a Personal Banker in Mesa, AZ to deliver exceptional client experience and grow relationships. You will open consumer and business accounts, identify client needs, and refer clients to internal partners while assisting with teller duties when necessary... 

    Columbia Banking System

    Arizona City, AZ
    2 days ago
  • $23 - $29 per hour

     ...At U.S. Bank were on a journey to do our best. Helping the customers and businesses...  ...from Day One. Job Description Relationship Bankers build relationships with customers...  ...their financial needs and banking channel preferences. Identifies solutions for new and... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Casa Grande, AZ
    20 days ago
  •  ...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success...  ...experience in a retail or customer service environment preferred * Must be able to work a flexible schedule including... 
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Casa Grande, AZ
    3 days ago
  • $45k - $100k

    Edward Jones is seeking a Financial Advisor in Mesa, Arizona, to help clients achieve...  ...capable of building long-lasting client relationships. The role offers robust training and a...  ...advisors develop. A bachelor's degree is preferred, along with a willingness to obtain... 

    Edward Jones

    Arizona City, AZ
    2 days ago
  • $45k - $100k

    Role Overview Financial advisors partner with clients to help them achieve long‑term financial...  .... Key Responsibilities Build relationships to create new clients via face‑to‑face...  ...Education: Bachelor’s degree strongly preferred or equivalent work experience in securities... 
    Traineeship
    Work experience placement
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Arizona City, AZ
    2 days ago
  • $300k

     ...Job Description Financial Advisor – Join the Founding Team of Our New Mesa, Arizona...  ...believe advisors should focus on building relationships and helping families plan for the...  ...years of financial services experience preferred \n ~ Strong communication and relationship... 
    Work at office

    Foguth Financial Group

    Arizona City, AZ
    18 days ago
  • UEI College in Mesa, Arizona is seeking a Student Finance Advisor to support the Director of Student Finance in administering financial...  ...). Bachelor's degree with coursework in math/finance is preferred. This is a full-time on-site role with comprehensive benefits.... 
    Full time

    UEI College

    Arizona City, AZ
    4 days ago
  •  ...Job Description FA Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products... 
    Work at office
    Flexible hours

    Bankers Life

    Arizona City, AZ
    3 days ago
  •  ...understood. We build lasting relationships by doing the right thing,...  ...inclusion. As an Associate Banker within Chase, you will...  ...hospitality, using the latest banking solutions and cutting-edge financial...  ...or GED equivalent. Preferred Qualifications, Capabilities... 

    JPMorgan Chase & Co.

    Casa Grande, AZ
    4 days ago
  • PNC Financial Services Group, Inc. seeks a full-time Personal Banker at the Greenfield Main Branch in Mesa, AZ. The role focuses on acquiring and deepening customer relationships through proactive sales and service, using PNC solutions to enhance customers' financial wellbeing... 
    Full time

    PNC

    Arizona City, AZ
    3 days ago
  •  ...the growth of the credit union through cross sales. Responsibilities include engaging with members, providing prompt service, deepening relationships, and educating members on financial products to improve their financial well-being. #J-18808-Ljbffr Global Credit Union

    Global Credit Union

    Arizona City, AZ
    2 days ago
  • Talentify is seeking a results-driven investment services sales professional in Mesa, AZ to develop new business and service existing accounts in alignment with goals and industry requirements. You will meet with clients to promote financial planning and investment services...

    Alaska USA

    Arizona City, AZ
    3 days ago
  • San Joaquin Valley College Inc. is seeking a Financial Services Associate to counsel applicants and students on federal financial aid eligibility, calculate anticipated awards, and manage Title IV and related aid. The role requires accuracy, ethics, and knowledge of NSLDS...

    Ember Education

    Arizona City, AZ
    3 days ago
  • San Joaquin Valley College Inc. is seeking a Financial Services Associate to meet with applicants and students regarding federal financial aid eligibility, calculating awards and entering data into the SIS. The role emphasizes high ethical standards in student counseling...

    Carrington College

    Arizona City, AZ
    4 days ago
  • $185k - $280k

     ...assets Experience with continuous markets, exchange APIs, and venue risk Strong Python, statistics, and operational discipline Preferred Qualifications Experience with custody workflows, funding markets, and fragmented liquidity A record of managing weekend, overnight... 
    Remote work
    Work from home
    Home office
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Anemoi Predictive Technology LLC.

    Arizona City, AZ
    2 days ago
  •  ...invited to interview with one of our Talent Advisors. If you’re passionate about serving...  ...to accommodate 24/7 contact center needs Preferred Qualifications Previous customer service experience Previous client relationship experience Bachelor’s degree or higher in... 
    Day shift

    Charles Schwab

    Arizona City, AZ
    1 day ago
  •  ...achieve their financial goals by crafting personalized plans and providing guidance on suitable products. You will build lasting relationships while serving diverse communities across the Mesa area. Strong licensing and regulatory credentials are expected, with ongoing... 

    Modern Woodmen

    Arizona City, AZ
    3 days ago
  • $36.75 per hour

    Dormont Manufacturing Co in Mesa, Arizona seeks a Supervisor for their Blood Services department. This role involves operational supervision, hiring and training staff, and ensuring compliance with regulatory standards. The ideal candidate should have a Bachelor’s degree...
    Hourly pay
    Bank staff
    Afternoon shift

    Dormont Manufacturing Co

    Arizona City, AZ
    2 days ago
  •  ...Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor’s degree preferred, Associate Degree required. Must qualify for Professional Access to the National Student Loan Data System (NSLDS). Two plus... 
    Work at office

    Ember Education

    Arizona City, AZ
    3 days ago
  •  ...intelligence whileassistingpatients through challenging situations.Three years of collecting experience isrequiredfor thisrole,five years is preferred. Responsibilities Responsibilities Verify insurance benefits and audit admission paperwork for accuracy and completeness. Review... 
    Local area

    Acadia Healthcare

    Arizona City, AZ
    5 days ago
  •  ...comprehensive financial planning to existing clients while partnering with Lead Advisors. The role emphasizes planning and client service rather than new business, dedicating time to deepen relationships, prepare and present plans, and support long-term strategy. Ideal... 

    Modern Wealth Management, LLC

    Arizona City, AZ
    5 days ago
  •  ...financial records. Superior empathy, patience, and communication are essential to support patients through challenging times. Minimum of 3 years in healthcare financial counseling required, with 5 years preferred, and extensive knowledge of #J-18808-Ljbffr Acadia Healthcare

    Acadia Healthcare

    Arizona City, AZ
    5 days ago
  • $70k - $80k

     ...planning to existing clients while partnering closely with Lead Advisors to ensure a consistent and exceptional client experience.This...  ...will spend the majority of their time deepening client relationships, preparing and presenting financial plans, and supporting long... 
    Full time

    Modern Wealth Management, LLC

    Arizona City, AZ
    5 days ago
  •  ...recognize people. Partner with leadership. Serve as a trusted advisor on workforce planning and organizational questions, and flag things...  ...programs from the ground up SHRM-SCP or SPHR certification preferred Background in home care, developmental disability services, hospice... 
    Weekly pay

    Endeavor Home Care Group

    Arizona City, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Preferred Banking Advisor (Relationship Banker). Be the first to apply!