Treasury Management - Sales Associate Sr

Position Title

Treasury Management - Sales Associate Sr

Location

Beverly Hills, CA 90212

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 client relationships as part of the overall Banking team at Flagstar.
Pay Range: $83,578 - $88,527 - $93,577

Pay Range: Local Minimum Wage - $0.00 - $0.00

Job Responsibilities:

• Treasury Management Sales & Payments Advisor Partnership: 
  • 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 assist with client recommendations for implementation and Onboarding.

• Continued Learning:
  • Develop an understanding of clients' Treasury cash management structure and objectives.
  • Coordinate with product partners to develop comprehensive Treasury solution recommendations.
  • Develop and understand competitors’ products and positioning within the client & market. 

• Client Calling: 
  • 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. 

• Internal Partnership:
  • 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. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take 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.

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 (2 years or equivalent).
• Certified Treasury Professional designation (CTP) as awarded by the Association for Financial Professionals 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.
• Developing 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 – Power point, Word and Excel.
• 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 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