Senior Treasury Management, Sales & Payments Officer

This is a fully remote position, open to applicants in Texas.

📋 Description

• Generate new business through proactive calling, collaborative sales initiatives, and revenue enhancement.

• Conduct senior-level outreach to foster both new and existing client relationships.

• Lead strategic discussions regarding key issues in the treasury management sector, sharing best practices, insights, and recommendations.

• Promote the bank’s treasury management offerings and relay feedback to internal teams.

• Identify and oversee non-credit-related risks within customer portfolios.

• Assess and advise internal groups on the profitability of treasury services.

• Collaborate with relationship management teams to provide client recommendations.

• Oversee deposit relationships while acquiring new deposits.

• Manage the current client portfolio, execute relationship reviews, service clients, and enhance cross-selling opportunities.

• Create proposals, respond to RFPs, and coordinate the implementation of new clients and services.

• Represent treasury management solutions at client roundtables, industry events, in-person meetings, webinars, and through social media channels.

• Ensure adherence to relevant laws and regulations and complete all required compliance training.

• Stay informed about and comply with Flagstar’s compliance policies and procedures.

• Undertake special projects and additional responsibilities as needed.

⛳️ Requirements

• Bachelor’s degree (4 years or equivalent) or comparable work experience.

• Over 10 years of experience in a treasury sales capacity.

• In-depth knowledge of treasury management products and services.

• Comprehensive understanding of business cash flows, accounting processes, and financial optimization.

• Profound understanding of treasury management value propositions within corporate treasury settings.

• Strong understanding of UCC, Reg CC, Reg E, and relevant banking regulations.

• Exceptional sales and negotiation skills.

• Ability to communicate diplomatically at the senior executive level.

• Senior-level interactions with top clients and high-priority prospects.

• Professional verbal and written communication capabilities.

• Proven analytical skills along with creative and strategic problem-solving aptitude.

• Excellent time-management and organizational skills, with an ability to juggle multiple initiatives.

• Proficiency in preparing, presenting, and directing client proposals.

• Capability to mobilize internal networks and resources to address service challenges or devise solutions.

• Ability to establish and sustain effective stakeholder relationships.

• Willingness to travel 50% of the time to client offices, prospects, branches, and various functions.

• Moderate physical exertion and stamina required, including standing, sitting, walking, driving, or occasional lifting.

• Certified Treasury Professional (CTP) designation is highly preferred.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• Comprehensive leave program.

• Variable incentives, bonuses, commissions, or other awards may be included in total compensation.

• Reasonable accommodation support during the recruiting process.