Business Banking Treasury Activation Specialist

WaFd Bank•Boise, ID

13d•$24 - $31

About The Position

At WaFd our people make the difference, as a Treasury Activation Specialist you will assist in guiding and evaluating clients’ treasury product needs. Making product recommendations, partnering with front line colleagues to support consultative sales and support to prospects and clients in deals within the Business Banking segment of WaFd Bank. Preferred colleagues will analyze, assess and document requirements effectively providing support before and during the onboarding process. In addition, this position works closely with the product teams, servicing and operations team to ensure effective execution of all requests and escalation of product feedback. Along with key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and clients. A successful Activation Specialist must: Meet and exceed client satisfaction levels Collaborate with leadership and front line for successful execution Obtain client acquisition and retention rates Support team sales performance to goals Cross-sell products and refer appropriately Reflect the corporate values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Key Functions: This position provides assistance and support for the department as follows: Collaborate with Branch Managers, Assistant Branch Managers and others Business Banking colleagues to support business development specific to Treasury solutions. Acts as the Subject Matter Expert. Access client needs via clear and concise communication skills via emails, phone calls, or Teams Recommend and implement new products and services for clients. Analyze requirements and gather deliverables to complete the implementation and provide ongoing relationship management. Provide sales or consultative support to prospects or clients in select deals. Perform analysis of financial impact of recommended product suite Effective underwrite associated risk, including collected required financials and analyzing data. Manage multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains documentation and creates/delivers reporting on progress. Serves as an escalation point of contact. Leads communications and meetings associated with client sales opportunity as it pertains to Treasury solutions. May assist in developing training materials and procedures as needed. General Functions: Fully participate in banking and business skill and knowledge development through various channels that the Bank may provide, including self-study assignments, computer-based training, one-on-one instruction, and group instruction. Proactively and regularly increase working knowledge of bank policies and procedures. Closely follow the Bank’s Information Security policies and procedures, ensuring that the handling, processing, and storage of all customer and confidential or proprietary bank information are done in a secure manner and environment. Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality. Complete and pass all assigned eLearning courses and certifications as required. Adhere to and ensure branch staff adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements. Complete special projects as assigned.

Requirements

University or college degree preferred
2+ years of relevant professional experience in Treasury Management or Community Banking sales
Strong understanding of Treasury Management products and services.
Experience in relationship management and consultative sales.
Excellent communication, presentation, organizational and negotiation skills.
Candidate should be able to accept instruction, prioritize, follow-through on work assignments with minimal supervision, and be able to work in a team environment.
Working knowledge of or the ability to learn applicable state and federal laws, regulations, policies, and procedures related to this position.
Computer proficiency with basic applications (i.e. Word and Excel) ability to learn role specific systems
High degree of integrity, professionalism, and client focus

Responsibilities

Collaborate with Branch Managers, Assistant Branch Managers and others Business Banking colleagues to support business development specific to Treasury solutions.
Acts as the Subject Matter Expert.
Access client needs via clear and concise communication skills via emails, phone calls, or Teams
Recommend and implement new products and services for clients.
Analyze requirements and gather deliverables to complete the implementation and provide ongoing relationship management.
Provide sales or consultative support to prospects or clients in select deals.
Perform analysis of financial impact of recommended product suite
Effective underwrite associated risk, including collected required financials and analyzing data.
Manage multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains documentation and creates/delivers reporting on progress.
Serves as an escalation point of contact.
Leads communications and meetings associated with client sales opportunity as it pertains to Treasury solutions.
May assist in developing training materials and procedures as needed.
Fully participate in banking and business skill and knowledge development through various channels that the Bank may provide, including self-study assignments, computer-based training, one-on-one instruction, and group instruction.
Proactively and regularly increase working knowledge of bank policies and procedures.
Closely follow the Bank’s Information Security policies and procedures, ensuring that the handling, processing, and storage of all customer and confidential or proprietary bank information are done in a secure manner and environment.
Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality.
Complete and pass all assigned eLearning courses and certifications as required.
Adhere to and ensure branch staff adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements.
Complete special projects as assigned.