Vice President, Deposit Portfolio Manager
Company: Disability Solutions
Location: San Diego
Posted on: April 20, 2024
Job Description:
Job Title:Vice President, Deposit Portfolio ManagerLocation:CA -
San Diego, 450 B StWhat you'll do:As a VP, Deposit Portfolio
Manager, you'll be responsible at the divisional level for
providing support to Relationship Managers by servicing a variety
of banking clients and assisting to resolve customer issues. This
role will focus on building relationships and completing timely
follow up to ensure issues are resolved and customer is ultimately
satisfied.What we are looking for:
- Responds timely to inbound inquiries, answers questions and
directs callers to proper Bank personnel.
- Consistently applies superior decision-making techniques
pertaining to inquiries, approvals, requests as they apply to
existing policies and procedures.
- Gathers all information necessary to present a deposit or
treasury management opportunity to management for approval; meets
with new/potential customers.
- May manage client relationships with a portfolio of clients
that are deposit focused.
- Works with RM to service portfolio as needed, works with TM
sales, onboarding, and client service teams to complete client
requests.
- Compiles and analyzes market research data to develop
recommendations regarding products and services focused on needs of
existing clients.
- Maintains CRM data base including calls and results on
relationships. Makes reports to RMs as required.
- Represents the Bank in various community, civic, and community
reinvestment functions to further enhance the Bank's image and
develop additional business; assists the Bank in establishing and
maintaining market position in the legal banking arena.
- Understands business implications of decisions; displays
orientation to profitability, demonstrates knowledge of market and
competition; aligns work with strategic goals.
- Exhibits objectivity and openness to others' views; gives and
welcomes feedback; contributes to building a positive team
spirit.Qualifications
- Bachelor's Degree from a 4-year college or university degree,
preferably in Finance or Accounting, or an equivalent combination
of education and experience.
- Minimum 7 years of direct experience, in banking, deposits,
account servicing or other directly related experience.
- Experience in the Settlement Services or Legal Banking space is
highly preferred.
- Intermediate knowledge of general banking operations, including
deposit onboarding/operations, loan administration, treasury
management and/or other commercial banking products and
services.
- Intermediate knowledge of applicable regulatory and legal
compliance obligations, rules and regulations, industry standards
and practices.
- Must have strong speaking and writing skills for internal and
external audiences and excellent customer service.
- Working knowledge of various word processing and spreadsheet
software.
- Ability to work with relationship managers, legal department,
senior managing director and clients as needed.Compensation: Salary
range for new hires is generally $116,065.00 - $143,375.00 for San
Diego, CA. Salary amount is determined by specific job location. In
addition, the role may be eligible for annual bonus/incentives
earned and restricted stock.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. AmeriHome
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, sex, color,
religion, age, nation origin, marital status, disability, protected
veteran status, sexual 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 HR@westernalliancebank.com or call
602-386-2488. 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
Keywords: Disability Solutions, San Diego , Vice President, Deposit Portfolio Manager, Accounting, Auditing , San Diego, California
Didn't find what you're looking for? Search again!
Loading more jobs...