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Flagstar Bank · 18 hours ago

Treasury Management-Sales & Payments Officer Sr

San Francisco, CA 300 California Street

Full-time

Hybrid

Senior Level, Lead/Staff

$168K/yr - $202K/yr

10+ years exp

Flagstar Bank is a financial institution seeking a Senior Treasury Management Sales & Payments Advisor. The role focuses on generating new business and optimizing clients' working capital management through the bank's treasury management solutions while collaborating with various teams.

BankingFinanceFinancial Services

Responsibilities

New business development activities including calling efforts, joint sales opportunities and revenue generation

Maintains professional level (cSuite) calling efforts in order 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 in order to position the banks TM solutions or to 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 RFP’s 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 adhere to Flagstar's internal compliance policies and procedures. Takes 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 management expertiseSalesClient relationship managementNegotiation skillsCertified Treasury Professional (CTP)Business cash flow understandingAnalytical skillsCommunication skillsTime managementOrganizational skills