Disability Solutions - Las Vegas, NV
posted 4 months ago
The position of AVP Portfolio Manager, Deposits is a critical role within Western Alliance Bank, responsible for identifying target markets for new business and developing a robust book of business from these relationships. The Portfolio Manager will engage in prescreening, negotiating, and coordinating the closing of various major and complex deposit relationships while actively promoting the bank's treasury management products. This role requires a proactive approach to building and maintaining client relationships, ensuring that the bank's offerings align with client needs and market trends. In this position, the Portfolio Manager will perform essential pre-qualification assessments and prescreening analyses of the financial conditions of potential deposit relationships. This includes gathering all necessary information to present deposit or treasury management opportunities to senior management for approval. The role involves meeting with new and potential customers, visiting loan sites, and effectively selling the bank's deposit and treasury management products. Additionally, the Portfolio Manager will identify loan opportunities within the deposit client portfolio and engage the appropriate lending team early in the process. The successful candidate will maintain a superior knowledge of the financial industry's status and trends, applying excellent decision-making techniques to inquiries, approvals, and requests in accordance with existing policies and procedures. Timely responses to inbound inquiries, addressing questions, and directing callers to the appropriate bank personnel are also key responsibilities. Compliance with the Bank Secrecy Act (BSA), OFAC Anti-Money Laundering (AML), and US PATRIOT ACT policies is paramount, requiring the proper verification of identities for account openings and maintaining accurate records of this information.