Senior Preferred Banking Advisor (Relationship Banker)

About the role

Location: Kearny Mesa

What you'll do

As a Senior 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 and 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 both treasury management and 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

• 4+ 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.
• Intermediate to advanced knowledge of general banking, loans, treasury management and other commercial banking products and services.
• Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate to advanced sales and service experience in business deposits or treasury management products.
• Advanced speaking and writing communication skills.

Compensation

Salary range for new hires is generally $69,460.00 - $85,803.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

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!