Job Description

Job Description

Job Description

This position reports on-site.

Summary: The Treasury Management Sales & Onboarding Manager (TMSM) will work closely with clients and prospects to identify needs and provide appropriate cash and treasury management solutions. The TMSM will partner closely with the Retail Banking and Online Banking Support teams to ensure the smooth transition of clients into treasury services. The TMSM remains up-to-date and knowledgeable on treasury management trends, industry insights, FinTech’s/competitors, and client expectations to help drive product enhancement. The TMSM will collaborate with Digital Channels and Product Management to formulate strategies, tactical plans, product road maps, and development plans for improving the bank’s treasury management program. The TMSM oversees the department’s management of risk, fraud, and compliance within the treasury management program. The TMSM will coach and lead team members on sales strategy, deal pipeline management, and sales conversion techniques ensuring consistently successful client relationships.

Duties and Responsibilities:

• Understands and complies with requirements of all laws and regulations applicable to the position
• Proactively leads assigned team members in accomplishing established individual and departmental goals
• Serve as point of contact for assigned team members regarding questions and guidance
• Partner with management in training/cross-training of department employees as directed
• Analyze client cash operations and develop, propose, and professionally present comprehensive Treasury Management solutions based on client needs and objectives.
• Work with account officers (Banking Offices, Commercial Bankers, Relationship Bankers, and Specialty Deposit Relationship Manager Personnel) or individually develop prospects for the sale of Treasury Management services.
• Participates as product sales or industry expert during client calls as well as strategic client reviews, identifying opportunities, recommending solutions, and influencing decisions.
• Have an in-depth knowledge of the bank’s treasury management services and treasury management onboarding capabilities
• Manage the account analysis proforma pricing process. Price analysis deals and oversee pricing negotiations with clients
• Be knowledgeable on the bank’s treasury-related risk assessments, policies, and procedures as well as industry best practices for managing risk and fraud
• Identify and recommend opportunities for process improvement and risk control
• Manage selecting vendor relationships for partnered treasury management services
• Stay informed and knowledgeable on treasury management-related news, fintech disrupters, payments, and industry trends as well as rules, laws, and guidance related to treasury management
• Educate line account officers in assigned territory in the knowledge and use of Treasury Management services. Assist with pre-qualifying prospects with Treasury Management needs and training on the onboarding process.
• Prepare and perform periodic treasury management relationship reviews
• Maintain detailed records related to sales activities (pipeline). Submit reports on sales and calling. Collect information for quotations from other departments as appropriate
• Perform other duties as assigned

Supervisory Responsibilities: This position has direct supervisory responsibilities.

Salary Range: The salary budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

Geographic Location:

• Irvine, CA: $101,800 - $150,700 (Annually)

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

• Bachelor’s degree or combination of education and related experience required
• Minimum of 10 years of related experience required
• Supervisory experience is a must
• Treasury Management Certification preferred (CTP or AAP)

Knowledge and Skills:

• Effective written and verbal communication
• Proficient knowledge of Treasury Management, general banking services and products, bank operations, and service knowledge required
• Must have strong customer service ethics and team-building skills
• Must possess strong sales capabilities
• Strong grammar, composition, and analytical skills are essential.
• Proficient in Windows applications, including Microsoft Word, Excel, and Outlook

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods of time; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; and communicate on the phone wearing a headset for extended periods. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Tags

Similar Jobs