Treasury Management Relationship Manager I
About The Position
This role is responsible for identifying prospective clients, developing relationships, and recommending Treasury management products and services to meet customer needs. The position contributes to fee revenue growth and profitability by assessing fees and controlling expenditures. It involves engaging with Retail and Commercial associates through training and developing referral programs and sales incentive campaigns. The role also includes the development, implementation, and reporting of a comprehensive sales plan, leading sales efforts for cash management products, and serving as a Division leader for merchant services. Additionally, it requires active participation in professional organizations and community events, providing ongoing customer service and support, and ensuring adherence to compliance requirements and risk management concepts.
Requirements
- Sponsorship not available
- Remain in a stationary position a minimum of 40% of the time
- Constantly operate a computer 40% of the time
- Be in constant communication with customers, prospects, or coworkers to discuss and observe facts and data in order to exchange accurate information
Responsibilities
- Identify prospective clients; develop relationships, identify and research needs, recommend Treasury management products and services that solve customer needs
- Contribute to fee revenue growth and profitability of business line by assessing appropriate fees and controlling expenditures
- Engage Retail and Commercial associates by providing training and developing referral programs and sales incentive campaign
- Development, implementation and reporting of a comprehensive sales plan encompassing prospecting, direct sales, customer service and compliance
- Lead sales efforts and prepare documentation for cash management products including Business Online Banking, Bill Payment, OnSite Express Deposit, Positive Pay, ACH, Automated Lockbox, Virtual Safe, CDARS, Merchant Services, Sweep, Analysis, Business Check Card and Business Credit Card services
- Serve as Division leader for merchant services product line
- Provide representation on cash management sales task force for Division
- Conduct external sales efforts as identified in department goals
- Provide assistance with identification, innovation and implementation of new cash management products
- Prepare agreements and proposals as needed
- Provide ongoing customer service and support to Division customers as well as corporate personnel
- Answer customer questions relating to Treasury management products, services and fees
- Actively participate in professional organizations and business, community and civic events
- Assume responsibility for customer problems and solve them quickly and efficiently
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
