Treasury Management Advisor - Growth & Client Solutions

Western Alliance Bank; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

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

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.