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SMS Treasury Management Advisor I

External
westernalliancebank logoWesternalliancebank · Phoenix, AZ
Full-timeOn-siteToday
ComplianceDocumentationRisk Management
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About the role

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, 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@westernalliance

Responsibilities

  • Represent the Bank in the local and regional Treasury Management communities, and in industry groups.
  • Assist with the onboarding and opening of specialty deposit accounts for Specialty Mortgage Services (SMS) clients by gathering, validating, and processing required client and account documentation in accordance with bank policies and procedures.
  • Provide day-to-day Treasury Management (TM) operational support for SMS clients, including account setup, maintenance, and service-related inquiries to ensure a seamless and high-quality client experience.
  • Maintain accurate and timely processing of client requests, ensuring adherence to compliance, authentication, and risk management standards across all TM operations activities.
  • Perform routine account maintenance and operational tasks while ensuring all activities are documented appropriately within internal systems.

Requirements

  • 1+ years of related experience in Financial Industry, Branch or Treasury Management Support, or similar field. May have completed a credit training program.
  • Bachelor's degree or equivalent experience required.
  • Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Entry level speaking and writing communications skills.
  • Occasional travel required.
  • Benefits you'll love:

Benefits

Dental insuranceVision insurance401(k)

Additional Information

Job Title: SMS Treasury Management Advisor I Location: Biltmore


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