Treasury Management-Sales & Payments Officer Sr

Location
New York, NY 10018

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: $167,913 - $181,750 - $202,000

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

Job Responsibilities:

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

• Maintain s professional level ( c Suite) calling efforts in order to develop new and existing client relationships.

• Creat es 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.

• Determine s and manage s non-credit related risk for customer portfolio related to TM solutions.

• Calculate s and advise s internal team regarding TM service profitability for each customer.

• Collaborate s 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.

• Ensur ing compliance with applicable federal, state and local laws and regulations. Complete s all required compliance training. Maintain s knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take s responsibility to keep up to date with changing regulations and policies.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required .

• C onsistently adhere s 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 a n d regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required : Undergraduate Degree (4 years or equivalent) or equivalent work experience .

• Minimum experience required : 10+ 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:

• Demonstrat es expert knowledge and understanding of treasury management products and services .

• Applies an expert u nderstanding of business cash flows, accounting processes and financial optimization .

• Applies an expert under standing 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 .

• Maintain s 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 .

• A bility 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.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank