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Treasury Management Analyst II

Company: Disability Solutions
Location: Denver
Posted on: July 9, 2024

Job Description:

Job Title:Treasury Management Analyst IILocation:Denver, COWhat you'll do:As a Treasury Management Analyst 2, you'll be responsible at a divisional level for supporting all sales activities for assigned Treasury Management Advisors. In doing so you will be acting as a liaison between the customer, Treasury Management Support Specialists, Branch Banking, Business Development, and Commercial Lenders, and other internal partners while building a proactive and advisory relationship with your assigned client portfolio, and Relationship Managers. TM Analysts spend a significant portion of their time working with their TM Advisor on sales support, preparing pricing proformas, draft proposals, and presentations, and facilitating transaction tasks, customer research, analysis, and reports, with limited modest business development expectations. You will handle small routine transactions independently and service more complex requests with assistance and supervision.TM Analysts work with TM Advisors to complete client onboarding details and documentation to hand off to and coordinate with the Treasury Management Support Teams for the training and implementation of business products with clients. One of your key responsibilities is to build strong relationships with both assigned Treasury Management Advisors and their assigned Relationship Managers, Commercial Lenders, and Portfolio Managers to sell bank products and cash management services to existing clients and prospects.What we are looking for:

  • Responsible for providing sales support to internal partners for existing and prospective customers. Assists with the analysis of account activity to determine appropriate treasury management products and services for the needs of the customer and performs routine analysis regarding services charges, balances, fee waivers, etc.
  • Supports the coordination of implementation for the new business set-up of treasury management products and services including pre- and post-sale customer documentation. Provides ongoing relationship management services and facilitates technical support needs, and acts as a liaison between customers, third-party vendors, and the Treasury Management Support team
  • Assists with calling on prospective or existing customers to develop and deepen business relationships. Contributes to pipeline reports, educates, and markets new products to Business Development Officers, Commercial Lenders, and Portfolio Managers
  • Working alongside TM Advisors and Relationship Managers, as well as independently, to contact clients directly for a better understanding of their needs and to resolve related questions and inquiries. Integrate with Relationship Teams to cultivate a strategic approach to building client relationships and creating product revenue
  • Knowledge of the payment industry and advancements in technology in the treasury management field
  • Proactively prepare and review portfolio revenue reports and engage in regular portfolio review meetings with TM Advisors
  • Support portfolio growth through new revenue generation and maintaining client relationships in partnership with TM Advisors. This may include such tasks as client meeting preparation; proposal drafting; competitive analysis and trend identification; and conducting internal and external follow-up associated with clientsWhat you need to have:
    • High School diploma required, bachelor's Degree or equivalent experience
    • 3 years of directly related experience in TM Sales, TM Sales Management, and/or Operations
    • Knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services
    • Knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices
    • Ability to work in a very rapid, ever-changing, ambiguous environment. Demonstrate strong analytical skills and ability to handle ambiguous and complex situations
    • Advanced skills in computer operations; word processing, and spreadsheet software programs required Microsoft Outlook, Word, PowerPoint, and Excel
    • Strong reading and writing skillsBenefits 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 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, Denver , Treasury Management Analyst II, Executive , Denver, Colorado

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