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Senior Preferred Banking Advisor – Float
Western Alliance Bank. Execute the full client life cycle for clients, with a focus on treasury management and deposit requests .
Posted 10/27/2026full-timeCarson City • Nevada • United StatesSenior💰 $60,400 - $74,600 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management and client relationship management, with a strong focus on regulatory compliance and sales of banking products. Proven ability to enhance client satisfaction through effective communication and proactive engagement.
Highest-signal resume keywords
Treasury Management SalesClient Relationship ManagementRegulatory ComplianceSales Experience in Banking ProductsAdvanced Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury ManagementCommercial Banking ProductsRisk ManagementAudit StandardsCustomer ServiceBranch Banking OperationsSales TechniquesOperational ProcessesClient Needs AnalysisProduct Cross-Selling
Soft Skills
Proactive CommunicationProblem SolvingTeam CollaborationRelationship BuildingClient Advocacy
Industry Keywords
Banking OperationsRegulatory ObligationsService Level StandardsCustomer SatisfactionDepartment Metrics
About the role
Key responsibilities & impact- Execute the full client life cycle for clients, with a focus on treasury management and deposit requests
- Serve as a single point of contact for clients
- Respond to and resolve client requests and provide expert advice on treasury management, loans, commercial accounts and personal accounts
- Work with internal departments and the Preferred Banker support system to drive client satisfaction
- Participate in department training
- Engage in proactive client communication
- Identify and capitalize on opportunities to promote bank products through analysis of client patterns and needs
- Own information flow and communication for technical and operational processes, risk mitigation, efficiency and customer service
- Foster working relationships with leadership across bank divisions and departments
- Meet or exceed service level, customer service, turnaround-time, cross-selling, risk management, regulatory compliance, audit, productivity and efficiency standards
- Support leadership business initiatives
- Enhance knowledge and develop as a preferred banker by achieving department metrics, completing training and demonstrating knowledge through customer and team interactions
Requirements
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
Benefits
Comp & perks- Annual bonus/incentives earned
- Restricted stock
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
- Business knowledge and career growth opportunities