Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Team Event Specialist to: * plan team marketing events and maintain marketing materials * keep management systems up-to-date with client information * educate clients on account services and capabilities
* help with the preparation of reports and other materials for client meetings
* collect the right documentation for opening new accounts and service requests
* provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 3-5 years of experience in client service, within the finance sector
* bachelor degree preferred
* excellent communicator, with solid interpersonal skills
* you have an eye for design, aesthetics and brand alignment with strong attention to details
* detail oriented (nothing gets past you)
* proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Western Alliance Bancorporation job in Phoenix, AZ
Job Title: SMS Treasury Management Specialist III What you'll do: As a Specialty Mortgage Service (SMS) Treasury Management (TM) Specialist, you'll be responsible for managing the full client lifecycle for clients utilizing products and services from the Treasury Management suite. In this role you'll oversee the onboarding of new relationships, including account setup and treasury management products. You'll provide client training, expert guidance on treasury management solutions, and advisement on bank products that best support the client's needs. You'll also meet service level customer service standards including turn-around time, risk management and regulatory compliance, productivity, and efficiency.
* Manage complete client lifecycle stages to achieve quality, scope, and schedule that deliver on the products and services utilized by the client. Provide technical support and assistance to clients, helping to troubleshoot, and determine how and when to escalate issues.
* Perform activities in compliance with bank policies and procedures and ensures that documentation is accurate and properly maintained. Work on projects and initiatives focused on improving client experience, and operational efficiency.
* Build strong working relationships and act as a liaison between clients, relationship management, and TM Sales for technical and operational processes and requirements, risk mitigation, efficiency, and customer service. Facilitate the flow of information and communication between all involved parties.
* Conduct various client tracking and reporting of client data, treasury management products and new account
What you'll need:
* 4+ years of related experience in Treasury Management Service, Finance (GL Mgmt., Public Reporting, Analysis), Financial Analysis or similar field.
* High school diploma required; Bachelor's degree in related field preferred.
* Intermediate knowledge of general banking operations, including deposit 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.
* Intermediate proficiency in utilizing the Microsoft Office suite including Word, Excel, PowerPoint, and Visio.
* Advanced speaking and writing communication skills.
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 ************************** or call ************. 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
$86k-125k yearly est. Auto-Apply 24d ago
First Line Risk & Control Office Associate Director
Western Alliance Bancorporation 4.9
Western Alliance Bancorporation job in Phoenix, AZ
Job Title: First Line Risk & Control Office Associate Director What you'll do: First Line Risk & Control Associate Director- This role is a first line of defense risk professional responsible for support and/or execution of various risk programs and Business Unit (BU) risk activities in adherence with the Company's Risk Appetite and Corporate Strategy. This role is responsible for engaging with the BU in management of risks and controls across all risk types, monitoring execution of risk policies, procedures and/or program requirements, to effectively manage risks, and serving as an effective communication channel between the Risk Management Department and business units.
* Actively identifying, quantifying, and reporting risk across Western Alliance Bank highlighting key risks to enable risk-based decisions, and actions by business leadership.
* Lead a team in performing Risk & Control Assessment walk-throughs and provides consultation on existing and new processes and, where appropriate, facilitate documentation thereof to include the identification of business risks and controls.
* Support the Business to develop/enhance controls to mitigate legal, regulatory, and other applicable business risks and Where control gaps exist, provide consultation on the design of controls and monitors until execution.
* Champion a strong risk culture for the company by elevating the risk knowledge base of associates and leaders and deploying risk management best practices across the organization.
* Foster effective partnerships across the firm with risk subject matter experts to implement risk programs commensurate with the risk profile, i.e. Digital Risk, Operational Risk, Strategic Risk, Legal and Compliance, etc.
* Continue to develop and share deep knowledge and understanding of the broader industry, risk management best practices and discipline, and emerging risks to the financial services industry.
* Ensure accuracy and timeliness for operational risk event reporting.
* Provide relevant risk training to meet current and evolving organizational requirements and/or business needs.
* Provide consultation on change management initiatives. Identify and lead initiatives to improve internal processes as well as develop and support the team to ensure they are equipped and empowered to execute the assigned functions.
* Participate in forums with business stakeholders to ensure ongoing risk coverage and oversight.
What you'll need:
* 10+ years of related experience or similar field.
* Bachelor's degree in related field required. Previous leadership experience required.
* Advanced to expert knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
* Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
* Intermediate to advanced experience in Compliance, Operations Management, Audit, Risk Management, or a related field with an additional 5 years of experience in lieu of a degree.
* 3+ years of experience in People Management with proven ability to consult, build, and maintain solid working relationships in and outside of immediate departments.
* Intermediate to advanced knowledge and understanding of Control Programs including Risk and Control Self-Assessment (RCSA).
* Leadership experience to guide risk officers and specialists with experience with process management including process mapping.
* Experience in the development and implementation of new controls, action plans, and root cause analysis.
* Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals. Advanced speaking and writing communication skills.
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 ************************** or call ************. 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
$99k-134k yearly est. Auto-Apply 27d ago
Wealth Client Relationship Manager
Nuveen Investments 4.9
Phoenix, AZ job
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2026-01-31
Base Pay Range: $30.05/hr - $42.07/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$30.1-42.1 hourly 2d ago
Registered Client Associate
UBS 4.5
Phoenix, AZ job
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings
* collect the right documentation for opening new accounts and service requests
* plan team marketing events and maintain marketing materials
* provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* series 7 and 66 licenses
* ideally 2+ years of experience in client service, within the finance sector
* bachelor degree preferred
* excellent communicator, with solid interpersonal skills
* detail oriented (nothing gets past you)
* proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Western Alliance Bancorporation job in Phoenix, AZ
Job Title: Portfolio Analyst - Digital Assets What you'll do: As a Portfolio Analyst you'll be responsible for researching, collecting, and analyzing data for the strategic decision-making process. You'll play a critical role in supporting Relationship Managers within the Digital Asset Banking division. This position focuses on client onboarding, account management, and portfolio maintenance to ensure superior customer service and operational excellence. The analyst will collaborate closely with Portfolio Managers, Relationship Managers, and internal partners across Risk, Compliance, and Operations.
* Assist Relationship Managers with client onboarding, ensuring all documentation and compliance requirements (BSA/AML, OFAC) are met.
* Maintain and update client account information, ensuring accuracy and timeliness in all systems.
* Monitor portfolio activity and generate reports on account performance, balances, and operational metrics.
* Support Portfolio Managers in preparing client reviews, presentations, and internal reporting packages.
* Coordinate with internal teams (Risk, Compliance, Treasury, Operations) to resolve account-related issues promptly.
* Analyze client transaction patterns and escalate anomalies or potential risks to appropriate stakeholders.
* Assist in the development and maintenance of dashboards and trackers for portfolio health and client engagement.
* Participate in process improvement initiatives to streamline onboarding and account maintenance workflows.
What you'll need:
* Completion of an Accounting course.
* Bachelor's degree or equivalent experience required.
* Strong analytical, conceptual, communication, leadership, and organizational skills.
* Intermediate experience with data analysis and research with the ability to identify and escalate cases or inquiries to mitigate bank risks. Knowledge of digital assets, blockchain, or fintech platforms preferred.
* Intermediate skills in MS Office Suite.
* Intermediate experience with banking applications and systems preferred.
* Intermediate speaking and writing communication skills
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 ************************** or call ************. 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
$76k-111k yearly est. Auto-Apply 60d+ ago
Senior Client Services Care specialist
Western Alliance Bancorporation 4.9
Western Alliance Bancorporation job in Chandler, AZ
Job Title: Senior Client Services Care specialist What you'll do: As a Senior Client Service Care Specialist you'll display a high level of customer service while providing a professional, prompt, and accurate banking experience. You'll respond to complex telephone and email inquiries from internal and external stakeholders. In this role, you'll work with a team of other specialists in a fast paced environment that requires multitasking with accuracy and toggling between multiple systems while communicating resolutions in an efficient manner. One of your key responsibilities is to set client expectations and mitigate risk by thoroughly researching and documenting client issues and escalating new or unresolved issues. You'll exhibit excellent problem solving, functional, communication, and technical skills, along with a drive for successful client resolutions.
* Support leadership in providing a resourceful and effective customer-centric communication to efficiently and accurately resolve inbound customer inquiries. Assist, research, and resolve inquires with professionalism, precision and care.
* Accept ownership of issues through resolution of all customer inquiries using telephone, email, and written correspondence including any additional follow-up. Understand and respond to customers based on the urgency around time-critical situations and escalates issues to management in a timely manner when necessary.
* Perform job duties in accordance with established regulatory and compliance requirements. Adhere to customer verification procedures to validate/verify the identity of customers prior to releasing information and/or assisting with transactions.
* Provide support from general navigation to in-depth technical interfaces. Partner with internal associates to provide treasury management products solutions in a consultative manner while incorporating a keen awareness of risk and client focus. Assist in the training of fellow treasury management products support specialists when necessary.
What you'll need:
* 2+ years of related experience in Customer Service, Branch Banking Operations, Treasury Management Service or similar field.
* High school diploma required.
* Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
* Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
* Entry level to intermediate experience working in a call center environment preferred.
* Advanced speaking and writing communication skills.
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 ************************** or call ************. 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
Western Alliance Bancorporation job in Phoenix, AZ
Job Title: Commercial Real Estate Relationship Manager What you'll do: As a Vice President, Commercial Banker - CRE, you'll be responsible for identifying a target market for new business and subsequently developing and establishing a book of new business from those relationships. Key responsibilities include negotiating, underwriting, and coordinating the closing of a variety of major and complex loans in compliance with the Bank's lending policies and procedures; develop business checking and deposit relationships with customers. You'll also be responsible for assisting clients with deposit related products and services, as well as gathering and analyzing client information to recommend appropriate deposit product solutions.
* Compile and analyze market research data to develop recommendations regarding products and services focused on needs of target market.
* 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.
* Call and visit target customers to promote and sell Bank products and services to establish a new book of business.
* Develop and maintain customer database including calls and results on all new business relationships. Make reports to superiors as required.
* Interview prospective applicants and request specified information related to loan or credit application; correspond or re-interview applicants to resolve questions regarding application information.
* Perform basic pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends.
* 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, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
* Maintain a superior knowledge of financial industry status and trends.
* Recommend to senior management those products and services experiencing less than satisfactory performance.
* Represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assist the Bank in establishing and maintaining market position in the financing arena.
* assist the Bank in establishing and maintaining market position in the financing arena.
What you'll need:
* 7+ years of related experience.
* Bachelor's degree or equivalent experience required.
* Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
* Intermediate to 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 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 ************************** or call ************. 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
$86k-112k yearly est. Auto-Apply 38d ago
Intern
UBS 4.5
Phoenix, AZ job
Your role Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and
establish a network of mentors and business contacts.
You'll leave with a lot more than a job listing on your
resume.
* work on projects that have real impact on clients
* support our team of wealth management experts
* attend presentations by WMA leaders to help you understand our industry, culture and strategy
* gain product knowledge from internal and external partner sessions to support your team
* plan team marketing events and material
* assist with the responsibilities of running an entrepreneurial business model
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
Ideally enrolled in a two or four year college or university. In particular, you have:
* a balanced resume which includes solid academic performance and campus involvement
* a genuine interest in developing a career in Wealth Management
You are:
* positive with a can-do approach
It doesn't matter what you're studying (you don't need to be a financial guru). But we'd like to see evidence
that you can:
* analyze a problem, come up with ideas and make a decision
* show good judgment
* plan, organize and make things happen
* communicate well and work within a team
* stick with a task
Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it?
Think about your achievements and how they match the skills we're after.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$31k-44k yearly est. 33d ago
Senior Credit Officer
Western Alliance Bancorporation 4.9
Western Alliance Bancorporation job in Phoenix, AZ
Job Title: Senior Credit Officer What you'll do: As a Senior Credit Officer you'll be responsible for approving, administering and reviewing loans and loan commitments to ensure that they adhere to existing policy guidelines and that documentation is adequate to ensure security of collateral, providing a "first line of defense" within the Bank's Credit Risk Management framework. You'll oversee primary credit portfolio management and reporting activities consistent with the Bank's policies and procedures. One of your key responsibilities is to build relationships with account officers by assisting in analyzing, underwriting, and managing credits as well as to support the Credit Administration team by expediting the team's prescreening, underwriting and approval process.
* Responsible for supporting the Chief Credit Officer by reviewing large and complex loans prior to submission to CCO.
* Communicate with CCO on deal pipeline, portfolio issues and any other material matters.
* Consistently apply good decision making techniques pertaining to inquiries, approvals, requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
* Assist in reviewing and updating credit policies and procedures.
* Assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
* Review legal documents to ensure accuracy and consistency with approved terms and conditions.
* Perform periodic assessments of concentration limits and concentration risk to local economy and periodic local economic analysis. Assist with preparation and review of quarterly portfolio reviews.
* Oversee loan grading process to ensure loans are properly risk rated. Assist in workout credits assigned to the department and prepares LAPSR's for criticized loans, as well as preparing monitoring reports for Watch credits. Assist Loan Officers in the management of weak credits.
* Perform post mortems on charged off loans.
* Update and correspond with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken.
* Work directly with the Bank's overall Portfolio Credit Risk Management function providing data inputs, quality control correction and feedback, dashboard reporting, and execution of corporate efforts surrounding Credit Portfolio Stress Testing, Dual Risk Rating procedures, concentration management and related Portfolio Credit Risk Management processes.
* Lead and develop a team; responsible for hiring, coaching, performance management, training and development.
What you'll need:
* 8+ years of related experience.
* Bachelor's degree or equivalent experience required.
* Previous leadership experience preferred.
* Advanced to expert knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
* Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
* Advanced speaking and writing communication skills.
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 ************************** or call ************. 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
$97k-137k yearly est. Auto-Apply 60d+ ago
Principal Engineer I - Infrastructure as Code Engineer