WaFd Bank
Treasury Relationship Manager
WaFd Bank, Santa Rosa, California, us, 95402
Treasury Relationship Manager
Location:
US-CA-Santa RosaAddress:
520 Third Street, Santa Rosa, CAID:
2024-3138Category:
Commercial BankingPosition Type:
Full TimeSalary:
USD $100,000.00 - $150,000.00/Yr.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.Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on
simply being kind
when servicing our co-workers and clients.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.Acquisitive Treasury Sales Officer: 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 Relationship Managers and Small Business 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.Writes professional quality proposals and respond to formal RFP's.Deliver excellent customer service to both external clients and internal colleagues throughout the bank.Conduct internal and external training sessions on product changes and Treasury Management.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 Relationship Managers regarding critical developments in customer relationships.Work with operations, servicing, and product support personnel to ensure successful client onboarding, customer satisfaction and ongoing support.Complete additional tasks and special projects as assigned by manager.This position will be asked to provide coverage locally as well as throughout the state and potentially in other state(s). Occasional travel will be required.Lead effective relationship reviews identifying additional opportunities to expand services and revenue.Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.Qualifications
Position requires a Bachelor's Degree with a concentration in finance and/or accounting preferred. Must possess a thorough knowledge of bank operations, policies, procedures & Bank/TM products. Must have a good math aptitude and be proficient in MS Office. Minimum of 7 years cash/treasury management sales experience in a financial environment. Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) preferred.Benefits
At WaFd Bank you get all of these great benefits!Paid time off for vacation, sick days and holidaysHealth insuranceStock optionsBonus programsGenerous 7% 401(k) employer matching*Paid Parental LeaveLife and AD&D insuranceLong-term disabilityTuition ReimbursementEmployee assistance programsPre-tax health and dependent-care spending plansWaFd Bank Benefits Summary - Click here for more informationEEO Statement
We are 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. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375EEO is The Law - click here for more informationEqual Opportunity Employer Minorities/Women/Protected Veterans/DisabledEEO Policy Statement - WaFd BankKnow Your Rights: Workplace Discrimination is Illegal - click here for more informationPay Transparency Nondiscrimination Provision - click here for more informationCCPA Notice at Collection for CA Employees and ApplicantsRequisition Post Information
Posted Date: 9/26/2024
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Location:
US-CA-Santa RosaAddress:
520 Third Street, Santa Rosa, CAID:
2024-3138Category:
Commercial BankingPosition Type:
Full TimeSalary:
USD $100,000.00 - $150,000.00/Yr.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.Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on
simply being kind
when servicing our co-workers and clients.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.Acquisitive Treasury Sales Officer: 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 Relationship Managers and Small Business 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.Writes professional quality proposals and respond to formal RFP's.Deliver excellent customer service to both external clients and internal colleagues throughout the bank.Conduct internal and external training sessions on product changes and Treasury Management.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 Relationship Managers regarding critical developments in customer relationships.Work with operations, servicing, and product support personnel to ensure successful client onboarding, customer satisfaction and ongoing support.Complete additional tasks and special projects as assigned by manager.This position will be asked to provide coverage locally as well as throughout the state and potentially in other state(s). Occasional travel will be required.Lead effective relationship reviews identifying additional opportunities to expand services and revenue.Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.Qualifications
Position requires a Bachelor's Degree with a concentration in finance and/or accounting preferred. Must possess a thorough knowledge of bank operations, policies, procedures & Bank/TM products. Must have a good math aptitude and be proficient in MS Office. Minimum of 7 years cash/treasury management sales experience in a financial environment. Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) preferred.Benefits
At WaFd Bank you get all of these great benefits!Paid time off for vacation, sick days and holidaysHealth insuranceStock optionsBonus programsGenerous 7% 401(k) employer matching*Paid Parental LeaveLife and AD&D insuranceLong-term disabilityTuition ReimbursementEmployee assistance programsPre-tax health and dependent-care spending plansWaFd Bank Benefits Summary - Click here for more informationEEO Statement
We are 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. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375EEO is The Law - click here for more informationEqual Opportunity Employer Minorities/Women/Protected Veterans/DisabledEEO Policy Statement - WaFd BankKnow Your Rights: Workplace Discrimination is Illegal - click here for more informationPay Transparency Nondiscrimination Provision - click here for more informationCCPA Notice at Collection for CA Employees and ApplicantsRequisition Post Information
Posted Date: 9/26/2024
#J-18808-Ljbffr