Senin, 12 September 2016

Personal Banking Officer - Western Alliance Bank - Scottsdale, AZ

Personal Banking Officer - Western Alliance Bank - Scottsdale, AZ -
The Personal Banker is liable for performing duties and help associated to department operational actions and monetary providers; processes new account transactions; aiding clients of their number of numerous accounts and monetary providers; money management merchandise; cross-promoting the Bank’s services; opening, sustaining and shutting of all account varieties; performing department clerical duties; selling enterprise for the Bank by sustaining good buyer relations and referring clients to applicable employees for brand spanking new providers The Personal Banker can also be anticipated to be absolutely educated and expert within the areas of teller, vault, protected deposit, processing, discussing and accepting credit score purposes, IRA’s and is required to offer management, coaching and help to much less skilled new account representatives and different department employees members


  • Offers help to all assigned areas of department operations the place service or help is required, together with new accounts, teller, protected deposit, vault teller and lending.

  • Assists shopper and enterprise clients of their number of numerous accounts, merchandise and monetary providers obtainable from the Bank; ensures cross-promote alternatives are introduced by making use of skilled sales methods.

  • Interviews clients to acquire info; establishes correct identification of latest clients; determines want and extent of reference investigation; assists clients in finishing credit score purposes.

  • Discusses, prepares and processes paperwork associated to the Bank’s NetLine web banking service, account reconcilement, lockbox and ACH providers and different money management providers.

  • Discusses and accepts service provider card purposes for submission to the Bankcard Providers Division.

  • Makes selections relating to the opening of latest accounts; assigns account numbers; completes types requiring buyer signature(s); checks credit score historical past; accepts preliminary deposits; prepares all paperwork and gadgets pertaining to checking accounts, financial savings accounts and certificates of deposit for processing.


  • Highschool diploma or basic schooling diploma (GED) and 4 (four) or extra years of associated expertise and/or coaching; or the equal mixture of schooling and expertise.

    • Work associated expertise ought to include a monetary establishment operations, lending, sales and/or customer support and money dealing with background.

    • Instructional expertise, via in-home coaching periods, formal faculty or monetary business associated curriculum, must be enterprise or monetary business associated.

  • Intermediate information and coaching in department operation and new account actions, terminology and services referring to retail and business account clients.

  • Intermediate expertise, information and coaching in lending actions, terminology and services referring to retail and business account clients.

  • Intermediate information of associated state and federal banking compliance laws, and different Bank operational insurance policies.

  • Intermediate expertise in phrase processing, spreadsheet and account opening software program packages (e.g., Microsoft Phrase and Excel, CFI DepositPro,) and so forth.

  • Efficient oral, written and interpersonal communication expertise

  • Capacity to cope with troublesome issues involving a number of sides and variables in non-standardized conditions.

  • Efficient organizational and time management expertise.

  • Potential to work with minimal supervision whereas performing duties.


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