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Flagstar Bank · 1 day ago

Treasury Management-Sales Associate Sr

Buffalo-Niagara Area

Full-time

Onsite

Senior Level

$64K/yr - $102K/yr

5+ years exp

Flagstar Bank is seeking a Senior Treasury Management Sales Associate to contribute to new sales targets and manage client relationships. This role involves collaborating with Treasury Management Sales Advisors, developing comprehensive solutions for clients, and ensuring compliance with regulations.

BankingFinanceFinancial Services

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 assist with client recommendations for implementation and Onboarding

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

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. 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

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

Qualification

Treasury ManagementClient Relationship ManagementCertified Treasury Professional (CTP)Sales NegotiationMicrosoft Office SuiteAnalytical SkillsProfessional CommunicationTime Management

Required

Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent

Minimum experience required: 5+ Years

Preferred

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