Treasury Management-Sales & Payments Advisor Sr

Position Title

Treasury Management-Sales & Payments Advisor Sr

Location

Newport Beach, CA 92660

Job Summary

A Senior Treasury Management Sales & Payments Advisor, focuses on the most complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on opportunities, to help clients with ways to optimize their working capital management through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within the Commercial and Private bank. Collaboration with the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success.
Pay Range: $117,185 - $155,270 - $193,355

Pay Range: Local Minimum Wage - $0.00 - $0.00

Job 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.

• Manage existing client portfolio, performing relationship reviews, servicing clients and increasing product cross-sell opportunities.
• Generate proposals, responding to RFP’s and coordinating the implementation of new clients and services.
• Participate 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.
• Ensure 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.

ADDITIONAL ACCOUNTABILITIES

• 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.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: Undergraduate Degree (4 years or equivalent).
• Minimum experience required: 8+ Years in a treasury sales role.

Preferred Qualifications:

• 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.

Job Competencies:

• 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.
• 75% - 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.

• Flagstar is an Equal Opportunity Employer.