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Western Alliance Bank · 13 hours ago

Senior Vice President, Relationship Manager - Private Client Group

San Diego, CA

Full-time

Onsite

Senior Level, Lead/Staff

$169K/yr - $209K/yr

8+ years exp

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation, and they are seeking a Senior Vice President, Relationship Manager within the Private Client Group. This role focuses on high-net-worth individuals and involves developing new business relationships, negotiating loans, and providing comprehensive banking solutions.

BankingFinanceFinancial Services

Responsibilities

Compile and analyze market research data to develop recommendations regarding products and services focused on needs of target market

Engage in business development activities and solicitation of new business based on the target market

Collaborate closely with treasury partner to ensure seamless client experiences

Call and visit target customers to promote and sell Bank products and services to establish a new book of business

Develop and maintain customer data base including calls and results on all new business relationships. Make reports to superiors as required

Interview prospective applicants and requests specified information related to loan or credit application; correspond or re-interview applicants to resolve questions regarding application information

Perform basic pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends

Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee

Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager’s portfolio

Maintain a superior knowledge of financial industry status and trends

Recommend to senior management those products and services experiencing less than satisfactory performance

Represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assist the Bank in establishing and maintaining market position in the financing arena

Qualification

Relationship managementCommercial banking productsLoan administrationMarket research analysisRegulatory complianceOrganizational skillsTime managementCommunication skills

Required

8+ years of related experience

Bachelor's degree or equivalent experience required

Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services

Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices

Advanced knowledge in all facets of relationship management

Advanced organizational and time management skills

Advanced speaking and writing communication skills

May require up to 50% travel