Business Banking Treasury Activation Specialist

Treasury Activation Specialist

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 :

General Functions :

Qualifications

Education & Experience

Knowledge, Skills, and Abilities

Benefits

At WaFd Bank you get all of these great benefits!

EEO Statement

We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and / or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375.

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