Treasury Management Sales Officer I

Western Alliance Bank•Phoenix, AZ

1d•Onsite

About The Position

As a Treasury Management Sales Officer, 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 Treasury Management services to new and existing customers. You'll assist 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. You will manage all elements of the Treasury Management sales cycle, including business development, prospect qualification, needs analysis, and close of sale. The role also involves retaining and growing customer portfolios through service reviews, regular calling, and industry training. You will develop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets. This position requires completing calls independently or with appropriate partners on customers and prospects in the assigned territory, focusing on those with extensive, complex, and/or multi-national treasury management requirements. You are expected to maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment, and service issues to design customer-centric treasury management solutions and provide consultative expertise on the liquidity management cycle. Additionally, you will provide industry and product training to internal and external audiences, including customers, resource groups, and Relationship Managers, and represent the Bank in local and regional Treasury Management communities and industry groups.

Requirements

5+ years of related experience in Treasury Management Sales or similar field
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
Ability to cultivate COIs that refer business and cultivate long term client retention
Proven ability to cross sell and negotiate complex solutions consultative approach
Intermediate speaking and writing communication skills
Occasional travel required

Nice To Haves

Experience in developing new business with a focus on companies with revenue of $50 million to Fortune 500 preferred
Certified Treasury Professional preferred

Responsibilities

Develop new Treasury Management business at the divisional level
Expand existing business relationships
Deliver Treasury Management services to new and existing customers
Assist with the design of new Treasury Management services
Assist with the 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 expand business of existing
Manage 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
Manage 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
Provide consultative expertise on the liquidity management cycle
Provide 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

Benefits

Competitive salaries
An ownership stake in the company
Medical insurance
Dental insurance
Time off
A great 401k matching program
Tuition assistance program
An employee volunteer program
A wellness program
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!