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WaFd Bank · 2 weeks ago

Business Banking Treasury Activation Specialist

5777 North Meeker Ave

Full-time

Onsite

Entry, Mid Level

$24.04/hr - $31.25/hr

2+ years exp

WaFd Bank is a commercial banking institution seeking a Treasury Activation Specialist to assist clients with their treasury product needs. The role involves collaborating with colleagues to support sales, analyze client requirements, and ensure effective onboarding and implementation of treasury solutions.

BankingFinanceFinancial Services

Responsibilities

Meet and exceed client satisfaction levels

Collaborate with leadership and front line for successful execution

Obtain client acquisition and retention rates

Support team sales performance to goals

Cross-sell products and refer appropriately

Reflect the corporate values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind

Collaborate with Branch Managers, Assistant Branch Managers and others Business Banking colleagues to support business development specific to Treasury solutions. Acts as the Subject Matter Expert

Access client needs via clear and concise communication skills via emails, phone calls, or Teams

Recommend and implement new products and services for clients

Analyze requirements and gather deliverables to complete the implementation and provide ongoing relationship management

Provide sales or consultative support to prospects or clients in select deals

Perform analysis of financial impact of recommended product suite

Effective underwrite associated risk, including collected required financials and analyzing data

Manage multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains documentation and creates/delivers reporting on progress

Serves as an escalation point of contact. Leads communications and meetings associated with client sales opportunity as it pertains to Treasury solutions

May assist in developing training materials and procedures as needed

Fully participate in banking and business skill and knowledge development through various channels that the Bank may provide, including self-study assignments, computer-based training, one-on-one instruction, and group instruction

Proactively and regularly increase working knowledge of bank policies and procedures

Closely follow the Bank’s Information Security policies and procedures, ensuring that the handling, processing, and storage of all customer and confidential or proprietary bank information are done in a secure manner and environment

Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality

Complete and pass all assigned eLearning courses and certifications as required

Adhere to and ensure branch staff adherence 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. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements

Complete special projects as assigned

Qualification

Treasury ManagementRelationship ManagementConsultative SalesCommunication SkillsOrganizational SkillsNegotiation SkillsMicrosoft WordMicrosoft ExcelIntegrityTeamwork

Required

University or college degree preferred

2+ years of relevant professional experience in Treasury Management or Community Banking sales

Strong understanding of Treasury Management products and services

Experience in relationship management and consultative sales

Excellent communication, presentation, organizational and negotiation skills

Candidate should be able to accept instruction, prioritize, follow-through on work assignments with minimal supervision, and be able to work in a team environment

Working knowledge of or the ability to learn applicable state and federal laws, regulations, policies, and procedures related to this position

Computer proficiency with basic applications (i.e. Word and Excel) ability to learn role specific systems

High degree of integrity, professionalism, and client focus