Relationship Banker Assistant Manager

Company: Disability Solutions
Location: Chandler
Posted on: April 20, 2024

Job Description:

Job Title:Relationship Banker Assistant ManagerLocation:AZ - Chandler 3075What you'll do:As Relationship Banker Assistant Manager, you will manage a team of HOA Bankers who are the single point of contact for homeowner association and community management business customers. Their team members provide full service account support, each managing between $100 and $300+ million in deposits. Responsibilities include managing the exception and other internal processes, department workload, and making sound decisions around customer issues, problem resolution, and account input/maintenance/callback. The assistant manager also manages their own customer portfolio. Work to minimize account closures to support organic growth. Responsible to ensure the team provides excellent customer service and full service support by being fully knowledgeable of all bank services (AAB and treasury management services). Consistently manages risk controls insuring team members adhere to bank policies and department procedures. Also responsible to manage escalations and resolve issues or to escalate matters to their manager for resolution. Assist the Bankers in building a strong relationship with their sales representatives to grow customer relationships and keeping sales informed when resolving customer concerns. Ensure responses to customers are accurate and timely. Support the division by helping the team manage through change as the department continues to grow. Consistently review and collaborate with others to insure our procedures grow with the division. This role is primarily responsible for managing workflow of the team; drafting, documenting and obtaining approval on all department procedures; insuring adherence to those procedures, and for creating and performing training for customers and our team members.What we are looking for:

• Be knowledgeable and educate team members on how to properly support activities including but not limited to new and closed account requests, account maintenance, research, transaction processing, ICS and CDAR processing, assistance with wires, ACH services, lockbox, positive pay, etc. Provide clients with post-implementation and training support. Coach/mentor team members on how to identify customer needs and offers bank solutions to strengthen the overall client relationship. Also supports customers in managing difficult situations such as loss/fraud situations that have a negative impact on their business and complaint resolution.
• Insure all team members provide a high level of customer service and sales opportunities with a goal to increase deposits through organic growth in support of the bank's desire to grow more than 15% year over year. The central focus for all communications with customers for business day to day. Actively communicates with customers during all projects and tasks. Technical ability is required as the Bankers troubleshoot hardware/software problems related to check scanners, remote deposits, and Treasury Management products and functions. Monitor and coach staff in cross-selling and product presentations.
• Makes decisions regarding the satisfaction of audit requirements when opening new accounts; assesses compliance with audit regulation; verifies documentation for CIP certification approval. Be a change leader in creating, documenting, and training new and existing processes and products used by AAB clients.
• Maintains a medium size portfolio, monitoring and responding to daily customer inquiries by phone and email. Supports the team in completing research and resolving adjustment items created by missing items, extra items, encoding errors, listing errors, misreads, etc., originating from a variety of areas. Always responding in a timely manner and saving supporting documentation in bank standard storage areas. Understands all products and services provided to AAB clients and connections to client external accounting software.
• Provides supervision to and directs the activities of their staff; performs supervisory tasks such as performance appraisals, disciplinary actions, and interviewing candidates for employment; develops work schedules; provides necessary training and coachingWhat you need to have:
  • High school diploma required; Bachelor's degree preferred
  • 8+ years of related experience in Branch Banking Operations, IT App Support, Customer Service or similar field
  • Previous leadership experience preferred.
  • Sales experience and a background in IT or technical experience is helpful
  • Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services.
  • Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices.
  • Strong communication skills, especially speaking and listening 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 HR@westernalliancebank.com or call 602-386-2488. 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

Keywords: Disability Solutions, Tempe , Relationship Banker Assistant Manager, Executive , Chandler, Arizona