Treasury Relationship Manager

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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.

• 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;
• 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.

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 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

EEO Statement

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Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic.  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.

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WaFd Bank Benefits Summary - click here for more information

Requisition Post Information* : Posted Date