Treasury Relationship Manager Senior

The Senior Treasury Relationship Manager is responsible for driving revenue growth through the sale of treasury management products and services to commercial clients. This position is primarily responsible for self-sourcing Treasury-focused and deposit-focused book of business. May include cross sell opportunities including Commercial Card Merchant Services Investment vehicles.

This role focuses on building and maintaining strong relationships with existing and prospective customers understanding their cash management needs and delivering tailored solutions that enhance efficiency mitigate risk and optimize liquidity. The officer collaborates closely with relationship managers product specialists and internal partners to provide expert guidance and ensure seamless implementation of treasury solutions.

Along with the key functions listed below each position will be expected to uphold the value that Washington Federal places on simply being kind when servicing our co-workers and WF clients.

KEY FUNCTIONS:

• Primarily responsible for self-sourcing Treasury-focused and deposit-focused book of business. May include cross sell opportunities including Commercial Card Merchant Services Investment vehicles.
• Provides expert product knowledge during sales calls with potential and existing clients.
• Provides effective sales culture leadership for the profitable expansion of Deposit and Treasury Management relationships to support strategic growth.
• Partners with Relationship Managers to prepare for new client calls and to identify new sales opportunities with existing clients.
• Maintain and develop a strong network to include sourcing independent treasury opportunities.
• Writes professional quality proposals and respond to formal RFPs.
• Deliver excellent customer service to both external clients and internal colleagues throughout the bank.
• Conduct internal and external training sessions on product changes and Treasury Management.
• Maintain knowledge base of current and emerging business and Treasury Management products.
• Ensure the accurate implementation and servicing of all deposit and Treasury Management relationships.
• Update Relationship Managers regarding critical developments in customer relationships.
• Work with operations servicing and product support personnel to ensure successful client on-boarding customer satisfaction and ongoing support.
• Complete additional tasks and special projects as assigned by manager.
• This position will be asked to provide coverage locally as well as throughout the state and potentially in other state(s). Occasional travel will be required.
• Lead effective relationship reviews identifying additional opportunities to expand services and revenue.

Education/Skills/Training:

• Position requires a Bachelors Degree with a concentration in finance and/or accounting preferred.
• Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) required.
• Must possess a thorough knowledge of bank operations policies procedures & Bank/TM products.
• Must have a good math aptitude and be proficient in MS Office. Minimum of 10 years cash/treasury management sales experience in a financial environment.

At WaFd Bank you get all of these great benefits!

• Paid time off for vacation sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

WaFd Bank Benefits Summary - Click here for more information

We are committed to Equal Employment Opportunity and Affirmative Action. We recruit hire train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race color religion sex sexual orientation gender identity military and/or veteran status or disability in accordance with Executive Order 11246 Section 503 of the Rehabilitation Act of 1973 as amended and the Vietnam Era Veterans Readjustment Assistance Act of 1974 which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986 or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA you are encouraged to contact us at 800.324.9375

EEO Policy Statement - WaFd Bank

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