SMS Treasury Management Advisor

What You ll Do

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.

• 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.

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!

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 Ameri Home 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, national 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 .

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