Western Alliance Bank

  • Relationship Advisor - Technology Banking

    Req No.
    2018-4661
    Affiliate
    Bridge Bank
    Category
    Commercial & Industrial Lending
    Type
    Regular Full Time
    City
    San Francisco
  • Overview

    The Relationship Advisor is responsible for managing and growing a moderate to complex deposit only client portfolio. Additional responsibilities include making sure that client’s needs are met, and always being on the lookout for how we can do things better. Analyzing financial data to make sure that the client is within their covenants and identifying when a conversation needs to take place.

    Responsibilities

    • Manage existing deposit only clients and manage new relationships both referred in and self originated
    • Source prospects and develop new customer relationships
    • Maintain an effective calling program on customers, prospects and referral sources
    • Identify cross-sell opportunities and make appropriate referrals
    • Accept special projects in support of the team and community involvement

     

    Qualifications

    Qualifications

    • 3-7+ years Banking/Accounting/Finance experience required with emphasis on early stage technology lending
    • Understand and follow BSA/AML/OFAC policy and procedures as applicable to job function and promptly report suspicious activity when identified
    • Proficient in Microsoft Office with particular skills in Excel, ITI, One Point, etc
    • Minimum of BS/BA in Business, Finance, Accounting or comparable degree.


    Required Skills:

    • Clear understanding of financial statement analysis and strong accounting skills
    • Strong written and verbal communication skills, interpersonal skills, negotiating and problem solving skills
    • Excellent client service skills.

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