Western Alliance Bank

Treasury Management Support Specialist

Req No.
2017-3882
Bridge Bank
Category
Treasury Management Sales & Support
Type
Regular Full Time
San Jose

Overview

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. 

Responsibilities

  • Manages the client through the entire process of onboarding with the bank.
  • Focus on the entire client experience with precision and care
  • Receive request from RM or client
  • Introduce Treasury Manager Sales Advisors to client
  • Attend TM meetings with prospects
  • Draft and send out product related forms to clients
  • Review received product forms to ensure they are complete
  • Follow up with Relationship Manager on any related pending items 
  • Follow up with Client on any pending items/incomplete packages
  • Follow up with internal teams that are responsible for building the client TM Products.
  • Follow up with Client to ensure receipt of online banking forms and to ensure training gets scheduled with client.

Qualifications

  • 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 

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