Treasury Management Sales Advisor III

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Minnesota, USA
Remote
Mid level
Fintech • Software • Financial Services
The Role
Develops new Treasury Management business, expands existing customer relationships, manages sales pipelines, conducts needs analysis, closes sales, and designs customer-focused treasury solutions. Provides product and industry training to customers and internal partners, maintains expertise in banking products and regulations, collaborates with Relationship Managers, and represents the bank in industry communities. Occasional travel is required.
Summary Generated by Built In

Job Title:

Treasury Management Sales Advisor III

Location:

Remote Minnesota

What you'll do:

As a Treasury Management Sales Advisor III, 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. Retains and grows customer portfolio with a program of service review, regular calling and industry training.
  • Develops independent channels to prospect for new Treasury Management clients and manages the process to maintain a pipeline of potential targets. Completes 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.
  • Maintains current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues. Uses 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.
  • Represents the Bank in the local and regional Treasury Management communities, and in industry groups.

What you'll need:

  • 4+ years of related experience in Finance (GL Mgmt, Public Reporting, Analysis) or similar field.
  • Bachelor's degree or equivalent experience required; Bachelor's degree or equivalent experience preferred.
  • Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • 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.

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 Required

  • 4+ years of related experience in finance, general ledger management, public reporting, analysis, or a similar field
  • Bachelor's degree or equivalent experience
  • Intermediate knowledge of banking operations, including deposit operations, loan administration, treasury management, or commercial banking products and services
  • Intermediate knowledge of applicable regulatory and legal compliance obligations, rules, regulations, industry standards, and practices
  • Intermediate verbal and written communication skills
  • Ability to travel occasionally

Western Alliance Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Western Alliance Bank and has not been reviewed or approved by Western Alliance Bank.

  • Strong & Reliable Incentives Feedback suggests annual bonuses are broadly available and can materially lift total compensation when business conditions are favorable. Participation spans many roles beyond executives.
  • Equity Value & Accessibility Equity grants are described as widely accessible to employees at multiple levels, adding long‑term value to the package. This breadth helps align employees with company performance.
  • Retirement Support The 401(k) program is positioned as a standout with an employer match structure viewed as stronger than common offerings. Automatic enrollment reinforces accessibility and participation.

Western Alliance Bank Insights

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The Company
HQ: Phoenix, Arizona
4,045 Employees

What We Do

Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.

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