The Treasury Management Support Specialist primary responsibility is to work as the primary contact between the client, the support teams, Treasury Management Sales Teams, and the Relationship Manager (RM) for all new account openings and modifications of existing accounts and/or Treasury Management (TM) products and services. Oversees collection and administration of all pre and post sales documentation. The Treasury Management Support Specialist will provide RM, Treasury Management Advisors (TMS), and Client with regular status updates on the progress of account opening process as well as product and services implementation. They will notify the RM and TMS on any request from client on any new product or account needs. The responsibilities are to work as a liaison during the entire transition to Western Alliance Bank (WAB) as it relates to deposit/TM product setup documents.
Manages the client through the entire process of onboarding with the bank.
Focuses on the entire client experience with precision and care
Receives request from RM or client
Introduces Treasury Manager Sales Advisors to client
Attends TM meetings with prospects
Drafts and send out product related forms to clients
Reviews received product forms to ensure they are complete
Follows up with Relationship Manager on any related pending items
Follows up with Client on any pending items/incomplete packages
Follows up with internal teams that are responsible for building the client TM Products.
Follows up with Client to ensure receipt of online banking forms and to ensure training gets scheduled with client.
High School Diploma or GED required; College Degree preferred
3 to 5 years of related experience and/or training in Treasury Management (TM) or Cash Management.
3 to 5 years of customer service & banking experience required
Exceptional oral, written and interpersonal communication skills
Exceptional organizational and time management skills
Detail oriented and able to meet deadlines based on business needs