SMS Treasury Management Advisor I

Western Alliance Bank•Phoenix, AZ

About The Position

As a Specialty Mortgage Service Treasury Management (TM) 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. Assist with the onboarding and opening of specialty deposit accounts for Specialty Mortgage Services (SMS) clients by gathering, validating, and processing required client and account documentation in accordance with bank policies and procedures. Provide day-to-day Treasury Management (TM) operational support for SMS clients, including account setup, maintenance, and service-related inquiries to ensure a seamless and high-quality client experience. Maintain accurate and timely processing of client requests, ensuring adherence to compliance, authentication, and risk management standards across all TM operations activities. Perform routine account maintenance and operational tasks while ensuring all activities are documented appropriately within internal systems.

Requirements

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

Responsibilities

Development of new Treasury Management business
Expansion of existing business relationships
Delivery of Treasury Management services to new and existing customers
Assisting with the design of new Treasury Management services
Development of marketing programs
Build strong partnerships with appropriate sales partners and Relationship Managers
Use consultative and strategic sales skills to turn prospects into clients and to expand business of existing customers
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
Design customer-centric treasury management solutions
Provide consultative expertise on the liquidity management cycle
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
Assist with the onboarding and opening of specialty deposit accounts for Specialty Mortgage Services (SMS) clients by gathering, validating, and processing required client and account documentation in accordance with bank policies and procedures
Provide day-to-day Treasury Management (TM) operational support for SMS clients, including account setup, maintenance, and service-related inquiries to ensure a seamless and high-quality client experience
Maintain accurate and timely processing of client requests, ensuring adherence to compliance, authentication, and risk management standards across all TM operations activities
Perform routine account maintenance and operational tasks while ensuring all activities are documented appropriately within internal systems

Benefits

Competitive salaries
Ownership stake in the company
Medical and dental insurance
Time off
401k matching program
Tuition assistance program
Employee volunteer program
Wellness program
Opportunity to bolster business knowledge
Learning the ins and outs of how successful companies operate and manage their finances
Invaluable hands-on experience to help grow your career