- 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.
- Bachelor's Degree from a 4-year college or university degree, preferably in Finance or Accounting, or an equivalent combination of education and experience.
- Minimum 3 years of direct, related experience in the financial industry.
- Intermediate knowledge of general banking operations, including deposit onboarding/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 proficiency in utilizing the Microsoft Office suite including Word, Excel, PowerPoint, and Visio.
- Strong speaking and writing skills for internal and external audiences.
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Treasury Management Analyst III - San Diego, United States - Western Alliance Bank
Description
Job Title:Treasury Management Analyst III - Juris Banking
Location:
CA - San Diego, 450 B St
What you'll do:
As a Treasury Management Analyst, 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:
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 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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