SMS Treasury Management Advisor

location_onPhoenix, AZschedule2 days ago
trending_upExperience level:Junior
badgeEmployment:Full-time
historyMinimum experience:1+ year
schoolEducation:Bachelor’s degree
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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. 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 [email protected] 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

Skills mentioned


Banking, Financial Services, Wealth Management
Phoenix, AZ

At Western Alliance Bank, our customers face the challenge of navigating an ever-evolving financial landscape. That’s why we are dedicated to providing a full spectrum of tailored commercial banking solutions and consumer products that are built with exceptional service in mind. As one of the country’s top-performing banking companies, we pride ourselves on our ability to serve clients wherever their business happens. Our primary subsidiary, Western Alliance Bank, has been ranked highly for its innovation and responsiveness in commercial banking, making us a trusted partner for countless businesses nationwide. We understand that each business is unique, with individual needs and goals. Our seasoned bankers are committed to delivering personalized banking solutions that empower businesses to thrive. This commitment includes offering essential services like loans, lines of credit, and specialized financial products designed for various industries. Our track record of strong relationships with clients allows us to better understand their goals and tailor our approach accordingly. When you partner with Western Alliance Bank, you gain access to a dedicated relationship manager who prioritizes your success, ensuring that we’re not just a bank, but a true partner in your growth.

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