Flagstar Bank · 1 week ago
Treasury Management - Sales & Payments Officer Sr
Flagstar Bank is a financial institution seeking a Senior Treasury Management Sales & Payments Advisor to focus on complex new business generation for prospects and existing clients. The role involves optimizing clients' working capital management through the bank's TM solutions while collaborating with various teams to ensure success.
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
Required
Education level required: Undergraduate Degree (4 years or equivalent) or equivalent work experience
Minimum experience required: 10+ Years in a treasury sales role
Demonstrates expert knowledge and understanding of treasury management products and services
Applies an expert understanding of business cash flows, accounting processes and financial optimization
Applies an expert understanding of value propositions related to treasury management applications within a corporate treasury environment
Excellent understanding of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight
Expert sales/negotiation aptitude and the ability to tactfully communicate at a senior executive level
Maintains senior level contact with top clients and high priority prospects
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, present and direct client proposals
Ability to mobilize internal networks and resources to resolve a service challenge or develop a solution
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders
50% - 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
Preferred
Education level preferred: Master's Degree (or Postgraduate equivalent)
Certified Treasury Professional designation (CTP) as awarded by the Association for Financial Professionals is strongly preferred
Benefits
Medical
Dental
Vision
Life
Disability insurance
Comprehensive leave program
Company
Flagstar Bank
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey.
Funding
Current Stage
Public CompanyTotal Funding
unknown2021-04-26Acquired
2001-07-12IPO
Leadership Team
Recent News
2025-11-12
2025-11-07
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