Treasury Relationship Manager

3 days ago

Seattle, Washington, United States WaFd Bank Full time
Job Summary

This role is responsible for assessing client Treasury Management and business deposit product needs, attending sales calls with prospective clients, and effectively implementing and promoting those products to the client base.

The primary responsibility of this position is to self-source Treasury-focused and deposit-focused book of business. May include cross-sell opportunities, including Commercial Card, Merchant Services, and Investment vehicles.

Key Functions:
  • Provides product knowledge expertise during sales calls with potential and existing clients;
  • Provides effective sales culture leadership for the profitable expansion of Deposit and Treasury Management relationships to support strategic growth;
  • Primarily responsible for self-sourcing Treasury-focused and deposit-focused book of business. May include cross-sell opportunities, including Commercial Card, Merchant Services, and Investment vehicles;
  • Partners with the Manager of HOA Banking and HOA Bankers to prepare for new client calls and to identify new sales opportunities with existing clients;
  • Maintain and develop a strong network, to include sourcing independent treasury opportunities with HOAs/COAs;
  • Writes professional quality proposals and responds to formal RFPs;
  • Deliver excellent customer service to both external clients and internal colleagues throughout the bank;
  • Maintain knowledge base of current and emerging business and Treasury Management products;
  • Ensure the accurate implementation and servicing of all deposit and Treasury Management relationships;
  • Update HOA Bankers and Managers regarding critical developments in customer relationships;
  • Work with operations, servicing, and product support personnel to ensure successful client on-boarding, customer satisfaction, and ongoing support.
Requirements:
  • Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) and/or a bachelor's degree with a concentration in finance and/or accounting preferred;
  • BA/BS or equivalent experience with a minimum of 3 years cash/treasury management sales experience in a financial environment;
  • Proven sales experience;
  • Position requires a thorough knowledge of bank operations, policies, procedures, including Bank/Treasury Management products;
  • Must have a strong math aptitude and be proficient in MS Office;
  • Effective business development/client acquisition skills, strong verbal and written communication skills, and a high level of accuracy and attention to detail.
Benefits:

At WaFd Bank, you get all of these great benefits:

  • Paid time off for vacation, sick days, and holidays;
  • Health insurance;
  • Stock options;
  • Bonus programs;
  • Generous 7% 401(k) employer matching;
  • Paid Parental Leave;
  • Life and AD&D insurance;
  • Long-term disability;
  • Tuition Reimbursement;
  • Employee assistance programs;
  • Pre-tax health and dependent-care spending plans.

WaFd Bank is committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train, and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment.

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