HOA Treasury Relationship Manager
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About The Position
The HOA Treasury Relationship Manager position at WaFd Bank is a pivotal role responsible for assessing and fulfilling client Treasury Management and business deposit product needs. This role involves attending sales calls with prospective clients and effectively implementing and promoting Treasury Management products to the client base. The primary focus is on self-sourcing a Treasury-focused and deposit-focused book of business, which may also include cross-selling opportunities such as Commercial Card, Merchant Services, and Investment vehicles. In addition to the key functions outlined, the individual in this position is expected to embody the values of kindness and service excellence that WaFd Bank prioritizes when interacting with co-workers and clients. The role requires providing product knowledge expertise during sales calls, leading a sales culture that promotes the profitable expansion of Deposit and Treasury Management relationships, and collaborating with the Manager of HOA Banking and HOA Bankers to prepare for new client calls and identify sales opportunities with existing clients. The HOA Treasury Relationship Manager will maintain and develop a strong network, particularly focusing on independent treasury opportunities with Homeowners Associations (HOAs) and Condominium Owners Associations (COAs). Responsibilities also include writing professional quality proposals, responding to formal RFPs, delivering excellent customer service, and ensuring the accurate implementation and servicing of all deposit and Treasury Management relationships. The role may require occasional travel to provide coverage locally and throughout the state, and potentially in other states. Furthermore, the position involves leading effective relationship reviews to identify additional opportunities for expanding services and revenue while adhering to bank policies and procedures designed to comply with federal regulations, including the Bank Secrecy Act and USA Patriot Act. The individual will also be responsible for completing assigned eLearning courses and certifications, maintaining client privacy and confidentiality, and avoiding any real or perceived conflicts of interest.
