Senior Relationship Banker
Company: Disability Solutions
Location: Chandler
Posted on: April 18, 2024
Job Description:
Job Title:Senior Relationship BankerLocation:AZ - Chandler
BigWhat you'll do:Homeowners Association Relationship Bankers serve
as the primary, single point of contact for homeowner association
and community management business customers and provide
full-service account support and maintenance. The Bankers provide
customers with a variety of services including account setup,
treasury management & online banking support, ACH file assistance
and error resolution, positive pay and bill pay file set up &
access, as well as assisting customers with remote check scanner
setup & troubleshooting. The Bankers work closely with the Lockbox
processing team to ensure that validation files are created in the
proper formats, payment errors are resolved in a timely manner, and
online payment issues are processed appropriately. The Bankers also
work closely with business development officers to ensure that all
customer questions and issues are resolved in a timely manner.
Their work is heavily focused on facilitating smooth implementation
and providing ongoing account maintenance and problem
resolution.The Bankers serve customers of various sizes and are
usually responsible for handling a portfolio of clients with total
deposits of $30-$100 million.Senior HOA Bankers typically manage a
portfolio of up to $100 million in deposits and handle a group of
moderately complex to complex client accounts. They are more
experienced in HOA banking than a Banker, staff in the Senior HOA
Banker role are able to perform their duties with greater
discretion and require little to no supervision in their portfolio
management activities. They often assist the HOA Operations
Managers with training their HOA Banker co-workers.What we are
looking for:
- Performs a variety of customer support activities including
opening and closing corporate and agent-related accounts, NSF, and
overdraft alerts.
- Processes hold and stop payments, processing general ledger
entries, non-posts, adjustments, ACH returns, large-item reviews,
electronic A/R file research, CIP, and audit controls.
- Handles callback, bank account reconciliation, and Corporate
Online Banking set-up.
- Also performs account analysis regarding service charges,
average daily balances, account performance, growth, etc.
- Provides clients with post-implementation and training
support.
- Assists in special projects and tasks such as Internet Banking
conversions.
- Troubleshoots hardware/software problems related to check
scanners, remote deposit, and Treasury Management products and
functions.
- Works closely with the Business Development Officers to ensure
that all client questions/issues are resolved in a timely and
satisfactory manner.
- Makes decisions regarding the satisfaction of audit
requirements when opening new accounts; assesses compliance with
audit regulation; verifies documentation for CIP certification
approval.
- Monitors and responds to daily accounts receivable files
generated by the Lockbox team.
- Researches and resolves adjustment items created by missing
items, extra items, encoding errors, listing errors, misreads,
etc., originating from a variety of areas.What you need to have:
- A high school diploma plus 4 or more years of experience in
retail branch banking operations and/or banking call center
experience or a Bachelor's degree plus 2 or more years of
experience in retail branch banking operations and/or banking call
center experience.
- Basic to intermediate knowledge of branch banking operation and
payment center activities, terminology and products, services, and
processes.
- Intermediate to advanced understanding of these same products,
processes, and services, including specific knowledge of products,
services, and processes related to Homeowners Association customer
accounts.
- Effective oral, written, and interpersonal communication skills
with the ability to apply common sense to carry out instructions,
interpret documents, understand procedures, write correspondence,
and speak clearly to customers. Ability to professionally respond
to customer complaints and urgent requests.
- Intermediate to advanced skills in Microsoft Word and Excel,
Outlook, etc.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, Chandler , Senior Relationship Banker, Accounting, Auditing , Chandler, Arizona
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