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Treasury Management-Sales & Payments Advisor Sr

Flagstar Bank

United States

Remote

USD 140,000 - 187,000

Full time

Yesterday
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Job summary

Flagstar Bank is seeking a Senior Treasury Management Sales & Payments Advisor to drive new business and optimize client relationships. The ideal candidate will have extensive experience in treasury management and possess strong analytical and negotiation skills. This fully remote position entails collaborating with various teams to deliver tailored financial solutions to clients while ensuring compliance with all regulations.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

Qualifications

  • Undergraduate degree or equivalent work experience required.
  • 10+ years of experience in a treasury sales role is mandatory.
  • Certified Treasury Professional (CTP) designation preferred.

Responsibilities

  • Lead new business development activities and maintain client relationships.
  • Collaborate with internal teams and manage non-credit related risk.
  • Ensure compliance with applicable federal, state, and local laws.

Skills

Expert knowledge of treasury management products
Sales negotiation aptitude
Analytical skills
Communication skills

Education

Undergraduate Degree
Master's Degree

Job description

Position Title

Treasury Management-Sales & Payments Advisor Sr

Location

Work From Home CO, CO 80014

Job Summary

A Senior Treasury Management Sales & Payments Advisor, focuses on the most complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on opportunities, to help clients with ways to optimize their working capital management through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within the Commercial and Private bank. Collaboration with the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success.

Pay Range: $140,622 - $186,324 - $232,026

Job Responsibilities:

  • New business development activities including calling efforts, joint sales opportunities and revenue generation:
  • Maintains professional level (cSuite) calling efforts in order to develop new and existing client relationships.
  • Creates proactive and strategic dialogues with team members and potential clients surrounding TM industry issues to include; best practices, advice and recommendations in order to position the banks TM solutions or to provide feedback to internal stakeholders.
  • Determines and manages non-credit related risk for customer portfolio related to TM solutions.
  • Calculates and advises internal team regarding TM service profitability for each customer.
  • Collaborates with the RM team on recommendations for clients.
  • Deposit relationship management and deposit acquisition
  • Manages existing client portfolio, performing relationship reviews, servicing clients and increasing product cross-sell opportunities.
  • Generating proposals, responding to RFP’s and coordinating the implementation of new clients and services.
  • Participating and providing leadership representation to the market, prospects, and clients regarding solutions through; client roundtables, industry conferences, in person meetings such as annual reviews, webinars, and social media platforms.
  • Ensuring compliance with applicable federal, state and local laws and regulations. Completes all required compliance training. Maintains knowledge of and adhere to Flagstar's internal compliance policies and procedures. Takes responsibility to keep up to date with changing regulations and policies.

ADDITIONAL ACCOUNTABILITIES

  • Performs special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Required Qualifications:

  • Education level required: Undergraduate Degree (4 years or equivalent) or equivalent work experience
  • Minimum experience required: 10+ Years in a treasury sales role.

Preferred Qualifications:

  • Education level preferred: Master's Degree (or Postgraduate equivalent)
  • Certified Treasury Professional designation (CTP) as awarded by the Association for Financial Professionals is strongly preferred.

Job Competencies:

  • Demonstrates expert knowledge and understanding of treasury management products and services.
  • Applies an expert understanding of business cash flows, accounting processes and financial optimization.
  • Applies an expert understanding of value propositions related to treasury management applications within a corporate treasury environment.
  • Excellent understanding of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight.
  • Expert sales/negotiation aptitude and the ability to tactfully communicate at a senior executive level.
  • Maintains senior level contact with top clients and high priority prospects.
  • Professional verbal and written communication skills.
  • Demonstrated analytical skills with the ability to think both creatively and strategically when devising a client solution.
  • Possesses strong aptitude for time management, organization and the ability to manage multiple initiatives successfully.
  • Ability to prepare, present and direct client proposals.
  • Ability to mobilize internal networks and resources to resolve a service challenge or develop a solution.
  • 50% - Travel to client offices, prospects, branches and various functions is a requirement of the position.
  • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

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