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WaFd Bank

Regional bank for personal & business needs

Treasury Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeDallas, TX, USA

About the Job

Requirements

  • A Bachelor's degree is required; a concentration in finance and/or accounting is preferred.
  • Thorough knowledge of bank operations, policies, procedures, and Bank/Treasury Management products is required.
  • Good math aptitude and proficiency in Microsoft Office are required.
  • At least 5 years of cash or treasury management sales experience in a financial environment is required.

Responsibilities

  • Assess client Treasury Management and business deposit product needs, attend sales calls with prospective clients, and implement and promote products to the client base.
  • Self-source a Treasury-focused and deposit-focused book of business, including cross-sell opportunities such as Commercial Card, Merchant Services, and investment vehicles.
  • Provide product knowledge expertise during sales calls with potential and existing clients.
  • Provide sales-culture leadership for profitable expansion of Deposit and Treasury Management relationships to support strategic growth.
  • Partner with Relationship Managers and Small Business Bankers to prepare for new client calls and identify new sales opportunities with existing clients.
  • Maintain and develop a strong network, including sourcing independent treasury opportunities.
  • Write professional-quality proposals and respond to formal requests for proposals.
  • Deliver customer service to external clients and internal colleagues throughout the bank.
  • Conduct internal and external training sessions on product changes and Treasury Management.
  • Maintain knowledge of current and emerging business and Treasury Management products.
  • Ensure accurate implementation and servicing of 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 onboarding, customer satisfaction, and ongoing support.
  • Complete additional tasks and special projects as assigned by the manager.
  • Provide coverage locally, throughout the state, and potentially in other states; occasional travel is required.
  • Lead relationship reviews to identify additional opportunities to expand services and revenue.
  • Adhere to bank policies and procedures designed to comply with federal regulations, including the Bank Secrecy Act, USA PATRIOT Act, and Office of Foreign Assets Control regulations.

Desired Qualifications

  • A concentration in finance and/or accounting is preferred.
  • Certified Treasury Professional or Accredited ACH Professional certification is preferred.

About the Company

WaFd Bank

Regional bank for personal & business needs

WaFd Bank is a regional bank serving personal, business, and commercial customers across nine western states through branches and digital banking. It offers checking and savings accounts, home loans, business and SBA lending, commercial real estate financing, and mobile banking with fee-free ATMs. What sets WaFd Bank apart is its community-focused, branch-based service model, recognized by Forbes as a Best-in-State Bank. The goal is to be a trusted local bank helping individuals and businesses reach their financial goals.

Company size
Not listed
Company stage
IPO
Headquarters
Seattle, WA
Founded
1917

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