资金管理销售顾问III
Treasury Management Sales Advisor III
职位名称：
财务管理销售顾问 III
工作地点：
远程办公，明尼苏达州
你将负责：
作为财务管理销售顾问 III，你将在部门层面负责新财务管理业务的开发、现有业务关系的拓展以及向新老客户交付财务管理服务。你需要协助设计新的财务管理服务和开发营销计划。你的一项关键职责是与合适的销售合作伙伴和客户经理建立牢固的合作关系，运用咨询和战略销售技巧将潜在客户转化为实际客户，并拓展现有客户的业务。
- 协助财务管理顾问经理管理财务管理销售周期的所有环节，包括业务开发、潜在客户筛选、需求分析及成交。通过服务回顾计划、定期拜访和行业培训来维护并扩大客户组合。
- 独立开拓渠道寻找新的财务管理客户，并管理流程以保持潜在目标的管道。在指定区域内独立或与合适的合作伙伴对客户和潜在客户进行拜访，重点关注具有广泛、复杂和/或跨国财务管理需求的客户。
- 保持对财务管理产品、服务、行业趋势、竞争环境和服务问题的当前且全面的了解。利用这些知识设计以客户为中心的财务管理解决方案，并提供关于流动性管理周期的咨询专业知识。还需为内部和外部受众（包括客户、资源小组和客户经理）提供行业和产品培训。
- 在本地和区域的财务管理社区以及行业团体中代表银行。
你需要具备：
- 4年以上金融领域（总账管理、公共报告、分析）或相关领域的相关经验。
- 需要学士学位或同等经验；学士学位或同等经验优先考虑。
- 具备一般银行业务操作的中级知识，包括存款业务、贷款管理、财务管理和其他商业银行业务和产品。
- 具备适用的监管和法律合规要求的中级知识。
查看英文原文
Job Title:
Treasury Management Sales Advisor IIILocation:
Remote MinnesotaWhat you'll do:
As a Treasury Management Sales Advisor III, you'll be responsible at the divisional level for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. You'll be responsible for assisting with the design of new Treasury Management services and the development of marketing programs. One of your key responsibilities is to build strong partnerships with appropriate sales partners and Relationship Managers to use consultative and strategic sales skills to turn prospects into clients and to expand business of existing customers.
· Responsible for supporting the Treasury Management Advisor Manager in managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale. Retains and grows customer portfolio with a program of service review, regular calling and industry training.
- Develops independent channels to prospect for new Treasury Management clients and manages the process to maintain a pipeline of potential targets. Completes calls independently or with appropriate partners on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements.
- Maintains current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues. Uses this knowledge to design customer-centric treasury management solutions, and provide consultative expertise on the liquidity management cycle. Also responsible for providing industry and product training to internal and external audiences including customers, resource groups and Relationship Managers.
- Represents the Bank in the local and regional Treasury Management communities, and in industry groups.
What you'll need:
- 4+ years of related experience in Finance (GL Mgmt, Public Reporting, Analysis) or similar field.
- Bachelor's degree or equivalent experience required; Bachelor's degree or equivalent experience preferred.
- Intermediate knowledge of general banking operations, including deposit 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 speaking and writing communication skills.
- Occasional travel required.
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, 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 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
Originally posted on Himalayas