Senior Treasury Management Relationship Manager

QCR Holdings, Inc.•Ankeny, IA

5d•Hybrid

About The Position

The Senior Treasury Management Relationship Manager is responsible for identifying, analyzing, selling, and supporting Treasury Management (TM) services and products to existing and prospective business clients. This position will collaborate with other teams to enhance calling efforts and retention activities by assisting in promoting all bank products and services. This role will analyze comparative data to provide a thorough proposal.

Requirements

Bachelor's degree in business, finance or related field or equivalent experience.
Strong verbal, written and interpersonal communication skills, including presentation skills.
Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

Five years’ experience in treasury management sales or equivalent industry knowledge and banking experience preferred.

Responsibilities

Conduct a consultative approach to sales – identify specific client needs, propose potential products or process solutions, determine the value of the proposition, and price the solution based on the value the client receives, or the market conditions dictate.
Identify opportunities with new and existing clients for other lines of business throughout the bank.
Perform the full range of sales activities to sell TM products to existing clients while growing the business with new clients and prospects, including product testing and client installations.
Perform independent pricing decisions that adhere to bank’s philosophy and goals.
Prepare and respond to request for proposals from prospective clients.
Assess client needs and recommend effective strategies for TM products and services.
Ensure the fullest integration of the bank’s products and services with existing client relationships.
Respond to client inquiries, both in person or by phone, related to depository and TM functions.
Provide training for new TM clients, preparing manuals and procedures and verifying appropriate documentation has been completed and received.
Develop and introduce TM products, including assisting with outside sales, training, and implementation.
Conduct risk and cost benefit analysis for commercial clients.
Provide input to policies, procedures, and agreements for TM products and services to ensure they meet regulatory requirements.
Review monthly profitability reports for accuracy and recommendations to improve product line revenues. This includes monitoring that accurate charges are being assessed for TM products and services.
Maintain current Treasury Management product sheets, agreements and brochures in accordance with Marketing and Compliance.
Monitor special pricing/handling and monthly account analysis statements for accuracy.
Participate in community events which may be professional, civic or community groups.
Comply with all company or regulatory policies, procedures and requirements applicable to this position.
Foster and preserve a culture of inclusion.
Additional duties and responsibilities may be required to support the company’s mission, vision and values.