Treasury Analyst

About the role

This position supports Treasury Relationship Managers in business deposit product needs, attends sales calls with prospective clients, and promotes those products to the client base. Each position is expected to uphold WaFd Bank’s value of kindness when servicing co-workers and clients.

Responsibilities

• Partner with Treasury Relationship Managers to prepare for new client calls and identify new sales opportunities with existing clients.
• Provide product knowledge expertise during sales calls with potential and existing clients.
• Lead sales culture to profitably expand Deposit and Treasury Management relationships and support strategic growth.
• Maintain and develop a strong internal network and deepen existing treasury relationships.
• 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.
• Assist in producing professional-quality proposals and respond to formal RFPs.
• Deliver excellent customer service to external clients and internal colleagues throughout the bank.
• Conduct internal and external training sessions on product changes and Treasury Management.
• Maintain knowledge of current and emerging business and Treasury Management products.
• Ensure accurate implementation and servicing of all deposit and Treasury Management relationships.
• Update Treasury Relationship Managers regarding critical developments in customer relationships.
• Work with operations, servicing, and product support personnel to ensure successful client onboarding, customer satisfaction, and ongoing support.
• Complete additional tasks and special projects as assigned by manager.
• Provide coverage locally, throughout the state, and potentially in other state(s); occasional travel required.
• Lead effective relationship reviews identifying additional opportunities to expand services and revenue.

Requirements

• Bachelor’s degree with a concentration in finance and/or accounting preferred.
• Thorough knowledge of bank operations, policies, procedures, and Bank/TM products.
• Good math aptitude and proficiency in MS Office.
• Minimum of 3 years of banking and/or treasury management sales experience in a financial environment.
• Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) preferred.

Benefits

• Paid time off for vacation, sick days, and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans