Payables Solution Advisor

Western Alliance Bancorp
Arizona, Phoenix
Workplace: RemoteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Customer service","Accuracy","Compliance-minded"]

Support the commercial card and payables business by coordinating client enrollment packages and ensuring enrollment, proposal, rebate, and documentation processes are accurate, efficient, compliant, and client-focused. Partner with Relationship Managers, Treasury Management Officers, Card Sales Officers, clients, loan administration, and internal teams to finalize enrollment requirements, streamline loan administration workflows, prepare client-facing proposals and agreements, and maintain complete CRM records. Maintain quality during monthly certification to support audit readiness.

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FursaFursa
Western Alliance Bancorp
Western Alliance Bancorp
1 day ago

Payables Solution Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Support the commercial card and payables business by coordinating client enrollment packages and ensuring enrollment, proposal, rebate, and documentation processes are accurate, efficient, compliant, and client-focused. Partner with Relationship Managers, Treasury Management Officers, Card Sales Officers, clients, loan administration, and internal teams to finalize enrollment requirements, streamline loan administration workflows, prepare client-facing proposals and agreements, and maintain complete CRM records. Maintain quality during monthly certification to support audit readiness.
Location: Arizona, Phoenix
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate client enrollment packages for new commercial cards, move-up programs, and permanent credit increases.
  • •Streamline enrollment and related requirements by partnering with loan administration to reduce back-and-forth and support timely completion.
  • •Prepare commercial card proposals, rebate agreements, and related client-facing documentation for Card Sales and account management teams.
  • •Support supplier enablement initiatives by completing required forms, coordinating vendor matches, and assisting campaign readiness.
  • •Maintain accurate CRM documentation and uphold dual-control and quality assurance practices to support audit readiness.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDental401kTuition AssistanceWellness Stipend

Key Requirements

  • •3+ years of related experience in the financial industry, branch support, or treasury management support, or a similar field.
  • •Bachelor’s degree or equivalent experience required.
  • •Entry-level to intermediate knowledge of general banking operations, including deposit operations, loan administration, and treasury management/commercial banking products.
  • •Entry-level to intermediate knowledge of regulatory and legal compliance obligations, rules, regulations, and industry standards.
  • •Intermediate communication skills and occasional travel required.
Experience:3+ yearsFinancial servicesTreasury management
Education:Bachelor's
Skills:CommunicationCustomer serviceAccuracyCompliance-minded
Tech Stack:CRM

Company Brief

Western Alliance Bancorp
Bank holding company that provides commercial banking, mortgage banking, treasury management, and specialized financial services through its Western Alliance Bank subsidiaries. Serves businesses, real estate clients, and consumers across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Phoenix, United States
Founded: 1994
WebsiteLinkedIn