Flagstar Bank
Treasury Management-Sales & Payments Advisor Sr (Specialized Industries)
Flagstar Bank, Prairie Home, Missouri, United States
Overview
Position Title: Treasury Management-Sales & Payments Advisor Sr (Specialized Industries) Location: Beverly Hills, CA 90212 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 optimize working capital management through the bank’s TM solutions. Localized market knowledge and specialty segments are supported within the Commercial and Private bank. Collaboration with the team (Relationship management, Client Service, Product Leadership and Implementation) is critical to success. Pay Range: $167,913 - $181,750 - $202,000. Local Minimum Wage - $0.00 - $0.00 Responsibilities
New business development activities including calling efforts, joint sales opportunities and revenue generation. Maintains professional level (C-Suite) calling efforts 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 to position the bank’s TM solutions or 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. Managing existing client portfolio, performing relationship reviews, servicing clients and increasing product cross-sell opportunities. Generating proposals, responding to RFPs 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 adheres to Flagstar's internal compliance policies and procedures. Keeps 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 and completes required compliance trainings. Maintains compliance with applicable federal, state and local laws and regulations. Job Requirements
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 expert understanding of business cash flows, accounting processes and financial optimization. Applies 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 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 creatively and strategically when devising a client solution. 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. Travel to client offices, prospects, branches and various functions (approximately 50%) is a requirement of the position. Physical Demands
The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Benefits and Equal Opportunity
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 note: Benefits information is provided for reference and may be updated by the employer. Note:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as applicable.
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Position Title: Treasury Management-Sales & Payments Advisor Sr (Specialized Industries) Location: Beverly Hills, CA 90212 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 optimize working capital management through the bank’s TM solutions. Localized market knowledge and specialty segments are supported within the Commercial and Private bank. Collaboration with the team (Relationship management, Client Service, Product Leadership and Implementation) is critical to success. Pay Range: $167,913 - $181,750 - $202,000. Local Minimum Wage - $0.00 - $0.00 Responsibilities
New business development activities including calling efforts, joint sales opportunities and revenue generation. Maintains professional level (C-Suite) calling efforts 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 to position the bank’s TM solutions or 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. Managing existing client portfolio, performing relationship reviews, servicing clients and increasing product cross-sell opportunities. Generating proposals, responding to RFPs 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 adheres to Flagstar's internal compliance policies and procedures. Keeps 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 and completes required compliance trainings. Maintains compliance with applicable federal, state and local laws and regulations. Job Requirements
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 expert understanding of business cash flows, accounting processes and financial optimization. Applies 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 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 creatively and strategically when devising a client solution. 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. Travel to client offices, prospects, branches and various functions (approximately 50%) is a requirement of the position. Physical Demands
The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Benefits and Equal Opportunity
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 note: Benefits information is provided for reference and may be updated by the employer. Note:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as applicable.
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