Treasury Relationship Manager

WaFd Bank; Dallas (TX); Vor Ort; USD 82.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health insurance

Stock options

Bonus programs

401(k) plan

Paid Parental Leave

Life and AD&D insurance

Long-term disability

Tuition Reimbursement

Employee assistance programs

Pre-tax health and dependent-care

Zusammenfassung

WaFd Bank in Dallas seeks a Treasury Management Sales professional who will assess client needs and promote deposit and treasury products. The role focuses on self-sourcing new business, with cross-sell opportunities including Commercial Card, Merchant Services, and Investments.

Travel across the state may be required. The candidate will collaborate with Relationship Managers and Small Business Bankers to prepare for calls, maintain client relationships, and deliver top-tier service with strong

Qualifikationen

• Bachelor’s Degree in finance and/or accounting preferred.
• Thorough knowledge of bank operations, policies, procedures & TM products.
• Good math aptitude and proficiency in MS Office.
• Minimum of 5 years cash/treasury management sales experience.

Aufgaben

• Provides product knowledge expertise during sales calls with potential and existing clients.
• Leads sales culture for expansion of Deposit and Treasury Management relationships.
• Self-sources Treasury-focused and deposit-focused book of business, plus cross-sell opportunities.
• Partners with RM and SB bankers to prepare for client calls and identify opportunities.
• Maintains strong network to source independent treasury opportunities.
• Writes professional proposals and responds to RFPs.
• Delivers excellent customer service to clients and colleagues.
• Conducts training on product changes and Treasury Management.

Kenntnisse

Bachelor’s Degree knowledge

math aptitude

MS Office

bank operations knowledge

Ausbildung

Bachelor’s Degree in finance/accounting

CTP or AAP preferred

Tools

MS Office

Jobbeschreibung

Min

USD $82,400.00/Yr.

Max

USD $109,867.00/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 Washington Federal places on simply being kind when servicing our co-workers and WF 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.
• 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 on-boarding, 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.
• Adhere 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

Education/Skills/Training:

• 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 5 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 holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• 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

EEO Statement

We are committed to Equal Employment Opportunity and Affinitive 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 800.324.9375

EEO Policy Statement - WaFd Bank

Know Your Rights: Workplace Discrimination is Illegal - click here for more information

California Consumer Privacy Act 2026