Treasury Management Relationship Manager
About The Position
At Regions, the Treasury Management Relationship Manager develops new treasury management business and expands existing business relationships. The role covers Corporate & Specialized Industries clients and includes up to 30% travel; overnight travel is described as minimal. The position is incentive eligible and exempt from timekeeping requirements under the Fair Labor Standards Act, so it is not eligible for overtime pay. The role develops market sales strategy to meet or exceed new-sales and portfolio goals; collaborates with Relationship Managers and Product Management Partners; calls on prospective and current clients to identify needs and propose solutions; conducts relationship reviews for top clients; and provides treasury product training to officers and managers across lines of business. The manager maintains current industry knowledge through training and reading relevant literature.
Requirements
- Bachelor's degree and ten years of experience in Treasury Services Sales or related experience; alternatively, a high school diploma or GED and eleven years of experience in Treasury Services Sales or related experience.
- Certified Treasury Professional (CTP) designation.
- Excellent negotiating abilities.
- Demonstrated leadership abilities.
- Excellent verbal and written communication skills.
- Experience developing others as a mentor or leader.
- Positive reputation and network of industry contacts.
- Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
- Advanced analytical and problem-solving skills.
- Advanced business acumen.
Responsibilities
- Develop sales strategy for the market to meet or exceed stated new-sales and portfolio goals.
- Meet regularly with Relationship Managers to identify opportunities and provide information about products, services, and unique applications.
- Call on prospective and current clients to identify needs, propose solutions, and address servicing issues.
- Work with Product Management Partners as needed to develop sales proposals and determine pricing strategies.
- Conduct treasury services relationship reviews for top clients.
- Present treasury service product training for officers and managers in all lines of business.
- Maintain up-to-date treasury management industry knowledge through training opportunities and available literature.
Benefits
- Paid vacation and sick time.
- 401K with company match.
- Medical, dental, and vision benefits.
- Disability benefits.
- Health Savings Account.
- Flexible Spending Account.
- Life insurance.
- Parental leave.
- Employee Assistance Program.
- Associate Volunteer Program.
- Potential discretionary incentive award based on performance against defined metrics and goals.
- Opportunity to participate in the Long Term Incentive Plan.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
