Treasury Management Relationship Manager Associate

Regions Bank•Birmingham, AL

1d•Onsite

About The Position

At Regions, the Treasury Management Relationship Manager Associate (TMRM Associate) partners with Treasury Management Relationship Managers (TMRMs) in preparing for prospect and key client engagements. The TMRM Associate role is critical in driving successful client interactions by providing strategic research, financial analysis, and proposals. This position will also collaborate between TMRMs, Commercial Relationship Managers and product teams to prepare and participate in client and prospect meetings.

Requirements

Bachelor’s degree in related field Or High School Diploma or GED and two (2) years in Treasury Services Sales or related experience

Nice To Haves

1 year banking experience, preferably in Treasury Management or Business/Commercial Banking
Bilingual Skills
Ability to manage multiple priorities and meet tight deadlines
Advanced user of Microsoft Office Suite, especially Excel and PowerPoint
Organized and detail oriented
Relationship and partnership orientation
Strategic thinking/problem solving
Strong verbal and written communication ability

Responsibilities

Conducts industry, client-specific research, and competitor bank information for sales strategies and meeting preparation
Develops customized pricing proformas for prospect proposals
Creates compelling pitch books and presentation materials tailored to client and prospect needs
Collaborates with TMRMs and Commercial Relationship Managers to plan and coordinate client meetings, including agenda development and briefing materials
Conducts research and develop information for Portfolio Development Meetings
Completes client relationship reviews, including account schematics and relationship mapping
Prepares working capital presentations to identify opportunities to optimize cash flow and improve financial efficiency
Responds to ad hoc requests from TMRMs, including data analysis, reporting, and presentation materials
Maintains and leverages product knowledge of Treasury Management (TM) solutions to identify client needs and how to position appropriate TM solutions during the sales process
Uses data mining applications to identify TM opportunities within the client portfolios
Works closely with key partners to develop and present revenue-generating strategies to clients and prospects.
Participates in client and prospect calls to present strategic working capital data to obtain new business