Treasury Management Officer Director

Western Alliance Bank • Phoenix, AZ

1d • Onsite

About The Position

As a Treasury Management Officer Director, you'll be responsible for leading a team of Relationship Managers and Trust Associates to support our Collateralized Loan Obligation (CLO) Trust and Custody teams at the divisional level. You'll administer CLO Compliance reporting lifecycle as well as the client deliverables for leverage facilities and custody transactions. You'll build strong partnerships through a team-based approach to relationship management while working with a team that includes Commercial Bankers, Business Development Officers, Loan Administration and Trust Operations as well as partners from Technology and Risk Management. You'll be responsible for reviewing the work from Relationship Managers, including presentations, periodic risk reviews, action plans, and usual relationship management requirements. Oversee the identification of risks issues, close monitoring of and reporting on the status of the Trust and transaction conditions, including escalating to appropriate departments where appropriate. Supervise a variety of general relationship management activities, including pipeline review, team capacity evaluations, evaluation of opportunities to determine if they fit the scope of capabilities and approved product offers. Prepare reports for management based on team's analysis related Key Risk Indicators and recommends mitigation strategies. Coordinates work distribution and service level performance. Oversee the processing of client deliverables; controls the process to validate that transactions are processed according to agreement, customer needs and conform to the Bank policies. Contribute to projects related to maintaining and improving internal administration policies and procedures. 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. Work with Business Development Officers to attend calls and schedule visits to target customers and referral sources to promote and sell Corporate Trust products and services to establish a new book of business. Develop and maintain customer data base including calls and results on all new business relationships and referral sources. Provide reports to superiors as required. Represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena.

Requirements

• 10+ years of related experience.
• Bachelor's degree in related field required.
• Previous leadership experience required.
• Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Advanced knowledge and training in investor statement, portfolio compliance reporting, bondholder paying calculations and payment remittance.
• Advanced speaking and writing communication skills.

Nice To Haves

• Masters or MBA in related field preferred.

Responsibilities

• Leading a team of Relationship Managers and Trust Associates to support CLO Trust and Custody teams.
• Administering CLO Compliance reporting lifecycle and client deliverables for leverage facilities and custody transactions.
• Building strong partnerships through a team-based approach to relationship management.
• Reviewing work from Relationship Managers, including presentations, periodic risk reviews, and action plans.
• Overseeing the identification of risks, monitoring and reporting on Trust and transaction conditions, and escalating issues.
• Supervising general relationship management activities, including pipeline review and team capacity evaluations.
• Preparing management reports on Key Risk Indicators and recommending mitigation strategies.
• Coordinating work distribution and service level performance.
• Overseeing the processing of client deliverables and ensuring transactions conform to agreements and Bank policies.
• Contributing to projects for maintaining and improving internal administration policies and procedures.
• Compiling and analyzing market research data to develop recommendations for products and services.
• Engaging in business development activities and soliciting new business.
• Working with Business Development Officers to promote and sell Corporate Trust products and services.
• Developing and maintaining a customer database.
• Providing reports to superiors as required.
• Representing the Bank in community functions to enhance image and develop business.
• Assisting the Bank in establishing and maintaining market position in the financing arena.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director