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 setup. 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; backsses 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. Ameri Home 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, interaction, color, religion, age, nation origin, marital status, disability, protected veteran status, interactionual 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 xyz X@ or call 602-386-xyz X. 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
