Treasury Management-Sales & Payments Advisor Sr

Treasury Management-Sales & Payments Advisor Sr

Location : Beverly Hills, CA 90212

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.

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.
• 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.
• Ensuring 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 Responsibilities :

Job Requirements :

Required Qualifications :

Preferred Qualifications :

Job Competencies :

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as applicable.