Position Title
Treasury Management-Sales & Payments Advisor Lead
Location
Nationwide, MI 48098
Job Summary
As a Treasury Management-Sales & Payments Advisor Lead, you will report to the Sales Manager and be accountable for managing a team of Treasury Management Sales & Payment Advisors. You will play a key role in developing the people on your team, creating an environment that helps them succeed, and improving the effectiveness of the TM product and client experience, while reducing risk to the bank and its customers. The role will focus on four key areas: People management, processes and tools, business strategy and organizational development, and growing deposits for the Bank. You will provide leadership and subject matter expertise and act as a key partner in the sales process, pipeline planning, call notes/action planning, consulting on deliverable by LOB and sales goal attainment. Critical focus should be placed on accuracy of implementation, servicing, pricing including agreements, implementation documents, procedures and standards across each Line of Business utilizing Treasury Management Solutions.
Pay Range: $140,622 - $186,324 - $232,026
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Goal Attainment and Growth Objectives:
Collaboration with Product and Service management and activities of the department; including the development of new non-borrowing treasury management business, expansion of existing business relationships and the servicing of clients.
Partner closely with relationship coverage team to drive effort to expand existing business with current clients and proactively identify and align target prospective clients to expand relationships.
Make recommendations by understanding the unique challenges and requirements in the industry/client segment and partner with internal stakeholders in the development, implementation and delivery of complex products and solutions to improve the client experience.
Build trusted, long-term business relationships by taking a holistic and forward-looking view on our relationships and identifying ways to help clients achieve their most important business/treasury objectives.
Engage clients at strategic levels to provide integrated treasury solutions within a consultative and client driven framework.
Participate in strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning.
Lead and coordinate Request for Proposals (RFP's)with coverage team.
Sales cycle knowledge including sales planning, sales approach and providing solutions to business customers of all sizes.
Management of the Sales Team:
Monitoring and coaching performance of team members, ensuring that relationships are created and maintained, taking appropriate action to ensure goals are achieved (including sourcing deals personally), while taking corrective actions if goals are not being achieved and leveraging expertise and knowledge to develop an outstanding team.
Attracting, developing, and coaching successful Team Leads, Officers & Specialists by Specialty segments.
Responsible for recommendations related to, hiring, training, development, and handling of salary administration, performance reviews, and employee relations issues.
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.
Strategic Partnering and Planning:
Works in partnership with product/sales management teams to stimulate and generate ideas in the development and enhancement of products/services, including recommendations for and prioritization of the product/service development annual budget and funding justification consistent with our strategic direction.
Has foundational knowledge related to 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/governance 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: 10 Years which includes experience leading treasury management sales and customer service teams.
Extensive experience in c Suite level Client Calling.
Experience managing in high growth, dynamic organizational environments.
Preferred Qualifications:
Certified Treasury Professional CTP and/or Accredited ACH Professional (AAP) preferred.
Job Competencies:
Excellent interpersonal, verbal, and written communication skills.
Detailed wholesale receivables/payables solutions expertise.
Ability to foster internal and external collaborative partnerships that deliver value for customers, partners, and the organization.
Demonstrated expert knowledge on understanding of treasury management products and services.
Expertise related to business cash flows, accounting processes and financial optimization.
Expertise in value propositions related to treasury management applications within a corporate treasury environment.
Expertise of both business and banking regulations such as UCC, Reg...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities
Please see job description for required skills.
