Treasury Management Relationship Manager
About The Position
This role is responsible for identifying prospective clients, developing relationships, and recommending Treasury management products and services that 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. A key aspect is the development, implementation, and reporting of a comprehensive sales plan, including prospecting, direct sales, customer service, and compliance. The role also leads sales efforts for various cash management products and serves as a Division leader for merchant services. Responsibilities include conducting external sales efforts, assisting with new product innovation and implementation, preparing agreements and proposals, and providing ongoing customer service and support. The position requires active participation in professional organizations and community events, as well as assuming responsibility for solving customer problems efficiently. Maintaining awareness of and adherence to Bank’s compliance requirements and risk management concepts is crucial. The role demands delivering a consistent, high level of service within Serving More standards, with 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
