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Treasury Relationship Manager

2 months ago

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

This position 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. This position is primarily responsible for self-sourcing Treasury-focused and deposit-focused book of business. May include cross sell opportunities, including Commercial Card, Merchant Services, Investment vehicles.

Key Responsibilities
  • 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, 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 respond to formal RFP's;
  • 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
  • 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 Benefits Summary - Click here for more information.