Senior Vice President, Relationship Manager – Private Client Group
Western Alliance Bank
full-time
Posted on:
Location Type: Office
Location: San Diego • California • 🇺🇸 United States
Visit company websiteSalary
💰 $169,410 - $209,270 per year
Job Level
Senior
About the role
- Focus on high-net-worth individuals, entrepreneurs, commercial real estate investors, family offices.
- Identify a target market for new business and develop new business of loans and deposits from those relationships.
- Negotiate, structure, and coordinate closing of various loan types including lines of credit, commercial real estate, and business loans.
- Develop full depository relationships with clients including treasury management solutions.
- Compile and analyze market research data to develop recommendations regarding products and services.
- Engage in business development activities and solicitation of new business based on the target market.
- Collaborate closely with treasury partner to ensure seamless client experiences.
- Develop and maintain customer data base including calls and results on all new business relationships.
- Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee.
- Coordinate processing of approved loans; ensure loans are processed according to agreement and customer needs.
- Solve problems relative to processing and servicing of loans within the Relationship Manager’s portfolio.
Requirements
- 8+ years of related experience.
- Bachelor's degree or equivalent experience required.
- Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Advanced knowledge in all facets of relationship management.
- Advanced organizational and time management skills.
- Advanced speaking and writing communication skills.
- May require up to 50% travel.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan administrationtreasury managementcommercial banking productsmarket research analysisbusiness developmentnegotiationrelationship managementcustomer database managementloan processingregulatory compliance
Soft skills
organizational skillstime managementcommunication skills