Treasury Management Relationship Manager I

Park National Bank•Mansfield, OH

About The Position

This role is responsible for identifying prospective clients, developing relationships, understanding their needs, and recommending appropriate Treasury management products and services. The position contributes to revenue growth and profitability by assessing fees and managing expenditures. It involves engaging with Retail and Commercial associates through training and developing referral programs and sales incentives. A key aspect is the development, implementation, and reporting of a comprehensive sales plan, including prospecting, direct sales, customer service, and compliance. The role leads sales efforts for various cash management products and serves as a Division leader for merchant services. It also involves representing the Division on a cash management sales task force, conducting external sales efforts, and assisting with the identification, innovation, and implementation of new cash management products. The position requires preparing agreements and proposals, providing ongoing customer service and support, and answering customer inquiries. Active participation in professional organizations and community events is expected, as is taking responsibility for solving customer problems efficiently. Maintaining awareness of and adherence to the Bank's compliance requirements and risk management concepts is crucial. The role also involves delivering a consistent, high level of service according to Serving More standards, and performing other duties as assigned.

Requirements

Sponsorship not available

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 campaigns
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