Maha Banoub
Treasury Management Services Advisor @Western Alliance Bank
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WORK HISTORY
Treasury Management Services Advisor @Western Alliance Bank
San Jose, CA, US
Deliver comprehensive treasury management solutions to new clients, analyzing financial statements and recommending optimal configurations to maximize efficiency and meet strategic business goals.• Educate Relationship Managers on the strategic value of treasury management solutions, partnering closely with them to acquire and retain high-value commercial clients.• Partner with Product Management to gain in-depth knowledge of treasury products, conduct client demos, consult on complex implementations, and provide actionable client feedback to enhance product offerings.• Leverage advanced knowledge of treasury management systems to advise clients on best practices and implement automation solutions for enhanced operational performance.• Contribute to CRM workflow development to streamline tracking and monitoring of sales opportunities, improving forecasting accuracy and team alignment.• Assist management by preparing detailed monthly reports and providing guidance to team members on resolving complex client requests.
EDUCATION
AFP
CTP
Alexandria University
BS, Business Administration
NACHA
AAP
SKILLS
ABOUT MAHA BANOUB
Treasury Management Services Sales Officer
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