Treasury Management Sales Advisor
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-02-15
Listing for:
Disability Solutions
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
Treasury Management Sales Advisor
Location:
Biltmore
What you'll do:
As a Treasury Management Sales Advisor, you'll be responsible at the divisional level for the development of Treasury Management business, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. One of your key responsibilities is to build strong partnerships with appropriate sales partners and Relationship Managers to support the sales cycle.
You'll be responsible for assisting with the design of new Treasury Management services.
- Responsible for supporting the Treasury Management Sales Team 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.
- 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.
- Support the Treasury Management Sales Team by preparing reporting on portfolio performance, exception pricing management, Commercial Card portfolio management, and general ad hoc sales needs.
- Support the Treasury Management Sales Team on creating marketing pitch decks, preparing sales proformas, and crafting client annual reviews for both internal and external audiences.
- 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 to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
- Intermediate speaking and writing communication skills.
- Occasional travel required.
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 is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank;
Member FDIC. Ameri Home Mortgage is 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 or call .
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
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