Client Success Advisor

🔥 1 minute ago

🌵 Arizona, California, +3 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote 🐊 Florida – Remote 🎰 Nevada – Remote 🦀 Maryland – Remote

💵 $114.9k - $141.9k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

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Western Alliance Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.

📋 Description

• Support sales team and clients for HOA business line. • Drive usage and adoption of HOA products/systems through client communication, analysis, and training. • Conduct business environment analysis for Community Management Companies (CMCs). • Perform usage assessment and gap analysis on client’s current processes. • Create and implement personalized improvement plans and training for clients. • Assist in developing user guides and training sales officers. • Provide bank transition support for clients by augmenting CMC accounting staff during transitions.

🎯 Requirements

• Bachelor’s degree (BA) or equivalent from a college or university and 1 or more years related experience or, 4 or more years related experience. • Relevant experience in the financial industry. • May have completed a credit training program or have experience working in a branch or TM support capacity. • Intermediate to advanced knowledge of general banking, including understanding of bank products, services, and regulations, policies and procedures, with an emphasis in treasury management, credit facilities, or a combination. • Intermediate to advanced knowledge of deposit and payment products, and online technology platforms, sales concepts, and banking regulations. • Strong oral, written, and interpersonal communication skills required.

🏖️ Benefits

• Competitive salaries • Ownership stake in the company • Medical and dental insurance • Time off • Great 401k matching program • Tuition assistance program • Employee volunteer program • Wellness program