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Client Treasury Solutions and Delivery Analyst

Disability Solutions

Company : Disability Solutions

Location : Phoenix, AZ, 85003

Posted Date : 4 November 2025

Job Type : Full Time

Category : Banking & Finance

Occupation : Treasury

Job Details

Job Title:
Client Treasury Solutions and Delivery Analyst

Location:
CityScape

What you'll do:
As Client Treasury Solutions & Delivery Analyst, you will support the implementation of treasury management products and services for commercial clients with a focus on APIs, SFTP file exchanges, and online channels. You will interact with the client directly to deeply understand their business requirements to support implementation of their chosen treasury management products. You will support the client through the full end to end product delivery from initial engagement through implementation and ensure a clean handoff to BAU support post warranty
  • Client Success: Support the client lifecycle from technical sales through implementation and warranty care, ensuring value delivery and process improvement.
  • Discovery & Design: Assist in engaging clients to understand objectives and align business processes with chosen products, ensuring excellent client/product fit.
  • Integration & Configuration: Support technical workstreams in conjunction with senior team members to configure secure SFTP exchanges (e.g., BAI2/CSV), stand up client environments, and collaborate with developers on information/transactional APIs, including authentication, payloads, and error handling.
  • Testing: Support client test plans and data, coordinate UAT, triage defects, and obtain client sign‑off
  • Go‑Live & Warranty: Execute cutovers, stabilize production, and serve as first contact for issues during the warranty period then orchestrate a documented handoff to BAU support.
  • Project Orchestration: Support schedules and stakeholder communications for transparent project execution.
  • Standards & Playbooks: Contribute to standardized templates (onboarding forms, runbooks, test plans), feedback loops, and delivery metrics
  • Tooling & Reporting: Use Workfront and SharePoint (and Copilot where available) for project governance, time tracking, and executive‑ready reporting on progress, capacity, and outcomes.
What you'll need:
  • 4+ years of related experience.
  • High school diploma required; Bachelor's degree in related field 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 experience with data analysis and research with the ability to identify and escalate cases or inquiries to mitigate bank risks.
  • Intermediate skills in MS Office Suite.
  • Exposure to core and channel systems and payments rails/tools such as FIS IBS, D1B, CEB, Integrated Payables, Fiserv EPP, Lockbox platforms (e.g., Deluxe/AQ2), and rails like ACH, RTP, Zelle, Fedwire a plus.
  • Intermediate experience with banking applications and systems preferred.
  • Intermediate speaking and writing communication skills.
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 is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is 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@westernalliancebank.com 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

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