SMS Treasury Management Advisor

Western Alliance Bank

Phoenix (AZ)

On-site

USD 90,000 - 120,000

Full time

5 days ago
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Benefits offered by this job

Competitive salaries
Ownership stake in the company
Medical and dental insurance
Time off
401k matching program
Tuition assistance program
Employee volunteer program
Wellness program

Job summary

Western Alliance Bank is seeking a SMS Treasury Management Advisor in the Biltmore area to drive new Treasury Management business and deepen relationships with existing clients. You will assist in designing new services and marketing programs while partnering with sales teams to convert prospects into clients.

The role emphasizes consultative selling, knowledge of treasury products, and collaboration with Relationship Managers to expand multi-national opportunities.

Qualifications

  • 1+ years of related experience in Financial Industry, Branch or Treasury Management Support, or similar field.
  • Bachelor's degree or equivalent experience required.
  • Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Entry level speaking and writing communications skills.
  • Occasional travel required.

Responsibilities

  • Responsible for supporting the Treasury Management Advisor Manager in managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale. Retain and grow customer portfolio with a program of service review, regular calling and industry training.
  • Develop independent channels to prospect for new Treasury Management clients and manages the process to maintain a pipeline of potential targets. Complete calls independently or with appropriate partners on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements.
  • Maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues. Use this knowledge to design customer-centric treasury management solutions, and provide consultative expertise on the liquidity management cycle. Also responsible for providing industry and product training to internal and external audiences including customers, resource groups and Relationship Managers.
  • Represent the Bank in the local and regional Treasury Management communities, and in industry groups.

Skills

Consultative sales
Relationship management
Prospecting
Treasury Management knowledge
Communication skills

Education

Bachelor's degree or equivalent experience

Job description

Job Title:

SMS Treasury Management Advisor


Location:

Biltmore


What you'll do:

As an SMS Treasury Management Advisor you'll be responsible at the divisional level for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. You'll be responsible for assisting with the design of new Treasury Management services and the development of marketing programs. One of your key responsibilities is to build strong partnerships with appropriate sales partners and Relationship Managers to use consultative and strategic sales skills to turn prospects into clients and to expand business of existing customers.



  • Responsible for supporting the Treasury Management Advisor Manager in managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale. Retain and grow customer portfolio with a program of service review, regular calling and industry training.

  • Develop independent channels to prospect for new Treasury Management clients and manages the process to maintain a pipeline of potential targets. Complete calls independently or with appropriate partners on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements.

  • Maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues. Use this knowledge to design customer-centric treasury management solutions, and provide consultative expertise on the liquidity management cycle. Also responsible for providing industry and product training to internal and external audiences including customers, resource groups and Relationship Managers.

  • Represent the Bank in the local and regional Treasury Management communities, and in industry groups.


What you'll need:


  • 1+ years of related experience in Financial Industry, Branch or Treasury Management Support, or similar field. May have completed a credit training program.

  • Bachelor's degree or equivalent experience required.

  • Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.

  • Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.

  • Entry level speaking and writing communications skills.

  • Occasional travel required.


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.



  • 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

  • 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 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

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