Preferred Banking Lead
2 weeks ago
Job Title:
Preferred Banking Lead - Centralized Operational ProcessingLocation:
CityScapeWhat you'll do:
As the Centralized Operational Processing Lead, you will serve as a key resource supporting centralized operational processes across Preferred Banking. In this role, you will guide day-to-day execution for fraud remediation, complaint and escalation handling, and operational workflows. You will partner closely with the Centralized Operational Processing Manager to ensure consistency, compliance, and efficiency while coaching team members and assisting with client-facing needs. This position requires strong operational knowledge, problem-solving skills, and the ability to lead by example in a fast-paced environment.Client-facing hours for Centralized Processing are 6:00 AM to 6:00 PM PST.
Summary of team responsibilities:
• Complaint management and engagement
• Executive escalations
• Fraud management and account maintenance
• Client facing engagement via phone and email
• Audit and testing evidence capturing and distribution
• Daily operational tasks impacting our business
- Be a subject matter expert for the Preferred Banker team by responding to complex client requests and assisting team members to execute the complete client life cycle and achieve client satisfaction. Assist the preferred banking team in identifying and capitalizing on opportunities to promote Bank products through analysis of client patterns and needs. Be an expert banker with regard to treasury management, deposit operations activities, and complex technical skill relative to client requests.
- Manage distribution of work for their designated team, facilitate cross training opportunities, and provide reporting to management on production, turnaround times and other key data points.
- Ensure the team meets service level standards including sales, customer service, turn-around time, risk management and regulatory compliance, audit soundness, and productivity and efficiency.
- May also monitor individual team member performance to support their career progression and ensure optimal client support for all client inquiries or requests.
- Assist leadership in executing strategic business initiatives driven by data analytics. This may require change management techniques with other internal departments and proactively keeping up-to-date with Bank products.
- May indirectly lead, mentor, and develop other junior members of the team.
What you'll need:
- 5+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Previous leadership experience preferred.
- Intermediate to advanced knowledge of general banking operations, including deposit operations, new account opening, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate to advanced business, legal, and technical writing ability with a good working knowledge of industry-standard writing specifications.
- Entry level to 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 is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is 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 or call When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
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