Flagstar Bank
Treasury Management - Sales Associate Sr
Flagstar Bank, Beverly Hills, California, United States, 90211
Position Title
Treasury Management - Sales Associate Sr
Location
Troy, MI 48098
Job Summary
A Senior Treasury Management Sales Associate plays a key role in contributing to new sales targets, managing client relationships, and achieving assigned growth objectives in conjunction with an assigned Treasury Management Sales & Payments Advisor. This role continues in-depth training that creates a career path for a future Treasury Management Sales Advisor. Applies experience and independently makes decisions regarding the management of commercial client relationships and continues the development of the skills required to create and manage more complex commercial client relationships as part of the overall Banking team at Flagstar.
Pay Range
$64,022 - $83,229 - $102,436
Job Responsibilities
Collaborates and makes recommendations with the Treasury Management Sales & Payments Advisor on client opportunities to identify appropriate solutions, perform cost and benefit analysis, competitive pricing and profitability.
Participates in pre/post call preparation by creating relationship review materials, sales collateral, account recommendations, and customer/market research.
Responds to client inquiries and assists with client recommendations for implementation and onboarding.
Develops an understanding of clients' Treasury cash management structure and objectives.
Coordinates with product partners to develop comprehensive Treasury solution recommendations.
Develops and understands competitors’ products and positioning within the client & market.
Partners with Treasury Management Sales & Product Advisors and Treasury Management Sales Associates throughout the sales cycle to manage pipeline and ensure solutions and pricing are set up timely and accurately.
Collaborates with internal partners to ensure successful implementation, product ramp‑up and accurate pricing and billing.
Ensures 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 linked to the job as listed and completes required compliance trainings. Is accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements
Required Qualifications:
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. Minimum experience required: 5+ Years.
Preferred Qualifications:
Education level preferred: College, Vocational or Associates Degree. Certified Treasury Professional designation (CTP) is desired and can be obtained through employment.
Job Competencies
Demonstrates continued growth of knowledge on understanding of treasury management products and services.
Develops an understanding of business cash flows, accounting processes and financial optimization.
Develops an understanding of value propositions related to treasury management applications within a corporate treasury environment.
General understanding of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight.
Develops sales/negotiation aptitude and the ability to tactfully communicate at a senior executive level.
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, distribute direct client materials; Microsoft Tool proficiency – PowerPoint, Word and Excel.
Ability to mobilize internal networks and resources to resolve a service challenge or develop a solution.
20% 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.
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Treasury Management - Sales Associate Sr
Location
Troy, MI 48098
Job Summary
A Senior Treasury Management Sales Associate plays a key role in contributing to new sales targets, managing client relationships, and achieving assigned growth objectives in conjunction with an assigned Treasury Management Sales & Payments Advisor. This role continues in-depth training that creates a career path for a future Treasury Management Sales Advisor. Applies experience and independently makes decisions regarding the management of commercial client relationships and continues the development of the skills required to create and manage more complex commercial client relationships as part of the overall Banking team at Flagstar.
Pay Range
$64,022 - $83,229 - $102,436
Job Responsibilities
Collaborates and makes recommendations with the Treasury Management Sales & Payments Advisor on client opportunities to identify appropriate solutions, perform cost and benefit analysis, competitive pricing and profitability.
Participates in pre/post call preparation by creating relationship review materials, sales collateral, account recommendations, and customer/market research.
Responds to client inquiries and assists with client recommendations for implementation and onboarding.
Develops an understanding of clients' Treasury cash management structure and objectives.
Coordinates with product partners to develop comprehensive Treasury solution recommendations.
Develops and understands competitors’ products and positioning within the client & market.
Partners with Treasury Management Sales & Product Advisors and Treasury Management Sales Associates throughout the sales cycle to manage pipeline and ensure solutions and pricing are set up timely and accurately.
Collaborates with internal partners to ensure successful implementation, product ramp‑up and accurate pricing and billing.
Ensures 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 linked to the job as listed and completes required compliance trainings. Is accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements
Required Qualifications:
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. Minimum experience required: 5+ Years.
Preferred Qualifications:
Education level preferred: College, Vocational or Associates Degree. Certified Treasury Professional designation (CTP) is desired and can be obtained through employment.
Job Competencies
Demonstrates continued growth of knowledge on understanding of treasury management products and services.
Develops an understanding of business cash flows, accounting processes and financial optimization.
Develops an understanding of value propositions related to treasury management applications within a corporate treasury environment.
General understanding of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight.
Develops sales/negotiation aptitude and the ability to tactfully communicate at a senior executive level.
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, distribute direct client materials; Microsoft Tool proficiency – PowerPoint, Word and Excel.
Ability to mobilize internal networks and resources to resolve a service challenge or develop a solution.
20% 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.
#J-18808-Ljbffr