Senior Treasury Management Advisor

Company: Disability Solutions
Location: Costa Mesa
Posted on: August 30, 2024

Job Description:

Job Title:Senior Treasury Management AdvisorLocation:Costa MesaWhat you'll do:As a Treasury Management Advisor, you will be responsible for managing the full client lifecycle for top-tier clients utilizing products and services from the Treasury Management suite. Responsible for complete onboarding of relationships including new accounts and TM products, client training, and expert advisement for these priority clients on various TM products and services along with all bank products that support the client's needs. The primary focus is ensuring that they meet service level standards (customer service; turn-around time; risk management and regulatory compliance; audit soundness; and productivity and efficiency).What we are looking for:

• Manages complete client lifecycle stages to achieve quality, scope, and schedule that deliver on the products and services utilized by the client. Provides technical support and assistance to top-tier clients, helping to troubleshoot, and determine how and when to escalate issues.
• Performs activities in compliance with bank policies and procedures and ensures that documentation is accurate and properly maintained. Works on projects and initiatives focused on improving client experience, and operational efficiency.
• Will foster good working relationships and serves as a facilitator between top-tier clients and Relationship Management and TM Sales as related to technical and operational processes and requirements, risk mitigation, efficiency, and customer service. Facilitate the flow of information and overall communication between all involved parties.What you will need:
  • A minimum of a Bachelor's degree (BA) from a 4-year college or university and 3 or more years related experience or 5 plus years related experience in lieu of education. Work-related experience should consist of relevant experience in the financial industry.
  • Advanced knowledge of general banking, including an understanding of bank products, services, regulations, policies, and procedures, with an emphasis on Treasury Management products and/or Client Services.
  • Intermediate knowledge of client-side treasury operations processes and controls.
  • Intermediate proficiency in utilizing the Microsoft Office suite including Word, Excel, PowerPoint, and Visio.
  • Knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.Compensation: Salary range for new hires is generally $114,910.00 - $135,187.00 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 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. AmeriHome 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 HR@westernalliancebank.com 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

Keywords: Disability Solutions, Costa Mesa , Senior Treasury Management Advisor, Accounting, Auditing , Costa Mesa, California