Client relationship manager Jobs in Santa Rosa, CA

USD $100,000.00 / Yr.

USD $150,000.00 / Yr.

Job Summary

This position is responsible for assessing client Treasury Management and business deposit product needs; attending sales calls with prospective clients, and effectively implementing and promoting those products to the client base. This position is primarily responsible for self-sourcing Treasury-focused and deposit-focused book of business. May include cross sell opportunities, including Commercial Card, Merchant Services, Investment vehicles.

Along with the key functions listed below, each position will be expected to uphold the value that Washington Federal places on simply being kind when servicing our co-workers and WF clients.

KEY FUNCTIONS :

• Provides product knowledge expertise during sales calls with potential and existing clients;
• Provides effective sales culture leadership for the profitable expansion of Deposit and Treasury Management relationships to support strategic growth;
• Acquisitive Treasury Sales Officer : Primarily responsible for self-sourcing Treasury-focused and deposit-focused book of business. May include cross sell opportunities, including Commercial Card, Merchant Services, Investment vehicles;
• Partners with Relationship Managers and Small Business Bankers to prepare for new client calls and to identify new sales opportunities with existing clients;
• Maintain and develop a strong network, to include sourcing independent treasury opportunities.
• Writes professional quality proposals and respond to formal RFP's ;
• Deliver excellent customer service to both external clients and internal colleagues throughout the bank;
• Conduct internal and external training sessions on product changes and Treasury Management;
• Maintain knowledge base of current and emerging business and Treasury Management products;
• 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.
• Ensure the accurate implementation and servicing of all deposit and Treasury Management relationships;
• Update Relationship Managers regarding critical developments in customer relationships;
• Work with operations, servicing, and product support personnel to ensure successful client on-boarding, customer satisfaction and ongoing support.
• Complete additional tasks and special projects as assigned by manager.
• This position will be asked to provide coverage locally as well as throughout the state and potentially in other state(s). Occasional travel will be required.
• Lead effective relationship reviews identifying additional opportunities to expand services and revenue.
• Adhere 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.

Qualifications

Position requires a Bachelor's Degree with a concentration in finance and / or accounting preferred. Must possess a thorough knowledge of bank operations, policies, procedures & Bank / TM products. Must have a good math aptitude and be proficient in MS Office. Minimum of 7 years cash / treasury management sales experience in a financial environment. Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) preferred.

Benefits

At WaFd Bank you get all of these great benefits!