Top 176 Banking advisor Jobs in Arizona

Client Success Advisor, Association Banking
Western Alliance Bank —Arizona
- $114,910.00 - $141,946.66 a year
- Full-time
- Remote
- Mid-level
- Analysis skills
- Bachelor's degree
- Wellness program
- Health insurance
Private Banker
Boutique Recruiting —Phoenix, AZ
- $160,000 - $210,000 a year
- 7 years
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Oracle Financial Services Analytical Application
Sonsoft Inc —Phoenix, AZ
- Full-time
- Computer science
- Oracle
- Computer Science
Quick Apply
Sr. Full Stack Engineer - 108K-140K Base Salary Plus Bonus
Trajan Wealth —Scottsdale, AZ
- $108,000 - $140,000 a year
- Full-time
- Azure
- 5 years
- System design
- Disability insurance
- Health insurance
Quick Apply
Corporate Development Manager
Vaco by Highspring —Phoenix, AZ
- $200,000 - $250,000 a year
- Remote
- Senior level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Tax, Compliance and Treasury Manager
Arrivia, Inc. —Scottsdale, AZ
- 7 years
- CPA
- Office
- Health insurance
- Dental insurance
7d
Financial Representative | TUCSON
Northwestern Mutual —Tucson, AZ
- $75,000 - $125,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Paid training
- Health savings account
Quick Apply
Full-Time Fractional Controller for Construction Industry Clients
Vessel Advisors —Phoenix, AZ
- $95,000 - $110,000 a year
- Full-time
- Remote
- Google Workspace
- Writing skills
- 3 years
- Paid holidays
- Paid time off
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club)
JPMorganChase —Tucson, AZ
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Phoenix, AZ
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Relationship Advisor II- Global Fund Banking
First Citizens Bank —Phoenix, AZ
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
6d
Business Banking Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account
J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ
JPMorganChase —Peoria, AZ
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
5d
Relationship Manager
Sunwest Bank —Scottsdale, AZ
- $150,000 - $190,000 a year
- Microsoft Excel
- Heavy lifting
- Computer literacy
Quick Apply
Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)
JPMorganChase —Tempe, AZ
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Tuition reimbursement
12d
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ
Goldman Sachs —Arizona
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Wealth Management Client Associate
Bank of America —Scottsdale, AZ
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Preferred Banking Advisor
Western Alliance Bank —Chandler, AZ
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Health insurance
Preferred Banking Advisor (Relationship Banker)
Western Alliance Bank —Chandler, AZ
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Health insurance
7d
Regulatory Affairs Associate or Senior Attorney (Energy Transactional) (Boise, ID; Minneapolis, MN; Phoenix, AZ; Salt Lake City, UT) (#1020)
Dorsey & Whitney LLP —Phoenix, AZ
- $200,000 - $300,000 a year
- Hybrid work
- 5 years
- Writing skills
- Senior level
- Travel reimbursement
- Paid parental leave

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banking advisor jobs near arizona

Client Success Advisor, Association Banking

Western Alliance Bank -
Arizona

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Job Details

Full-time
$114,910.00 - $141,946.66 a year

Benefits

Wellness program
Health insurance
Dental insurance
Tuition reimbursement
401(k) matching

Qualifications

Treasury management
Customer communication
Treasury operations
Payment Processing Systems
Industry knowledge of financial regulations
Industry knowledge of retail banking

Full Job Description

Job Title:

Client Success Advisor, Association Banking

Location:

AZ Remote

What you'll do:

As a Client Success Advisor, your focus is in supporting our sales team and clients. Our HOA business line has heavily invested and will continue to invest in robust integrations and payment solutions that provide a wide range of features and options to clients. This role is key in ensuring client adoption of these solutions to enhance their experience and deepen relationships.

Drive usage and adoption of HOA products/systems through a structured process of direct client communication, analysis and training. Work directly with Community Management Companies (CMCs) through the following process:
Conduct business environment analysis to outline current state of CMC by documenting staffing arrangement, internal account reconciliation process, AR process (coupons, statements, ePayments, etc.) and client support mode. Through this process the CSC identifies opportunities for change/improvement within the CMC and potential updates in the HOA systems/processes. (Analysis includes review of internal HOA reports regarding customer, conversation with HOA Banker and Sales officer and pre-engagement survey.)
Usage Assessment and Gap Analysis – After understanding/documenting the client’s current processes, the CSC will conduct a usage assessment and gap analysis identifying the percentage of systems the client is actively using. This analysis will primarily fall into (a) Software Integration, and (b) AR Payment Processing, but will also include an analysis of the client’s usage of online banking, ACH, positive pay, ACH filtering, etc.
Improvement Plan and Training – After understanding the clients processes, needs and current system usage, the CSC will create and work through a personalized plan to update their system configurations, update/configure accounting software, train CMC staff and provide training/reference material. Plan will include follow-up and monitoring to ensure adoption.
Post Survey and report – CSC will conduct a post process survey and provide a short overview of the engagement and objectives achieved.
Work closely with HOA product managers. Help architect new strategies and beta products/processes such as working with clients on an all-digital AR strategy by testing different models and surveying clients. Assists in the development of user guides and training sales officers.
As CSC becomes more experienced, the CSC will engage in the later stages of sales prospecting efforts for key CMCs and assist with documenting the opportunities/efficiencies a CMC will gain with a bank change by quantifying the dollars in savings for a prospect.
Provide bank transition support/assistance for key clients by directly augmenting CMC accounting staff during the bank transition process. CSC will gain access to the CMC system and collect management agreements, add new bank accounts to accounting software, configure accounting system, update automated utility payments, assist in the distribution/collection of association signature cards and mail bank change communication to boards/homeowners.

What you'll need:

Bachelor’s degree (BA) or equivalent from a college or university and 1 or more years related experience or, 4 or more years related experience. Work related experience should consist of relevant experience in the financial industry. May have completed a credit training program or have experience working in a branch or TM support capacity.
Intermediate to advanced knowledge of general banking, including understanding of bank products, services, and regulations, policies and procedures, with an emphasis in treasury management, credit facilities, or a combination.
Intermediate to advanced knowledge of deposit and payment products, and online technology platforms, sales concepts, and banking regulations.
Strong oral, written, and interpersonal communication skills required.

Compensation: Salary range for new hires is generally $114,910.00 - $141,946.66 for Southern California. 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, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, 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 [email protected] 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.

Apply Now

Refine Your Search

banking advisor jobs in arizona

Client Success Advisor, Association Banking

Private Banker

Oracle Financial Services Analytical Application

Sr. Full Stack Engineer - 108K-140K Base Salary Plus Bonus

Corporate Development Manager

Tax, Compliance and Treasury Manager

Financial Representative | TUCSON

Full-Time Fractional Controller for Construction Industry Clients

J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club)

Virtual Personal Banker

Relationship Advisor II- Global Fund Banking

Business Banking Treasury Management Advisor - Relationship Manager I

J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ

Relationship Manager

Servicing Travel Advisor III - Chase Travel (Remote - Tempe, AZ)

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ

Wealth Management Client Associate

Preferred Banking Advisor

Preferred Banking Advisor (Relationship Banker)

Regulatory Affairs Associate or Senior Attorney (Energy Transactional) (Boise, ID; Minneapolis, MN; Phoenix, AZ; Salt Lake City, UT) (#1020)

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