Treasury Management Sales Officer II

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
169K-200K Annually
Senior level
Fintech • Software • Financial Services
The Role
Sell and expand Treasury Management services at the divisional level by developing new business, qualifying prospects, designing customer-centric solutions, cross-selling, training partners, and maintaining client relationships. Represent the bank in industry groups and provide ongoing service reviews and industry/product expertise.
Summary Generated by Built In

Job Title:

Treasury Management Sales Officer II

Location:

Costa Mesa

What you'll do:

As a Treasury Management Sales Officer II, 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 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.
  • Responsible for 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:

  • 8+ years of related experience in Treasury Management Sales or similar field.
  • Bachelor's degree or equivalent experience required.
  • Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Experience in developing new business with a focus on companies with revenue of $50 million to Fortune 500 preferred.
  • 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.
  • Certified Treasury Professional preferred.
  • Occasional travel required.

Compensation: Salary range for new hires is generally $169,410.00 - $200,000.00 for San Diego, CA. Salary range for new hires is generally $169,410.00 - $200,000.00 for Costa Mesa, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

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

  • 8+ years of related experience in Treasury Management Sales or similar field.
  • Bachelor's degree or equivalent experience.
  • Advanced knowledge of general banking operations including deposit operations, loan administration, and commercial banking products.
  • Advanced knowledge of applicable regulatory and legal compliance obligations, rules and industry standards.
  • Experience developing new business, focused on companies with revenue $50M to Fortune 500.
  • Ability to cultivate centers of influence (COIs) and maintain long-term client retention.
  • Proven consultative selling skills, cross-selling ability, and negotiation of complex solutions.
  • Intermediate verbal and written communication skills.
  • Certified Treasury Professional.
  • Occasional travel availability.

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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