Treasury Mgmt Regional Relationship Manager

Park National Bank•Newark, OH

7d•Onsite

About The Position

This role is responsible for developing and implementing onboarding and training plans, coaching and mentoring team members, and overseeing daily operations. The position collaborates with the TM Director of Sales & Relationships to create and implement a regional sales plan, leads sales efforts, and ensures team accountability for revenue and profitability targets. It involves identifying prospects, assessing needs, recommending Treasury management products and services, preparing proposals, and providing ongoing support. The role also focuses on developing referral programs, sales incentives, and training for Retail and Commercial associates, representing the division on task forces, and participating in community and professional events. Ensuring adherence to compliance standards, developing and reporting on sales plans, and assisting with product innovation and implementation are key aspects. The position drives utilization of products like Business Online Banking, ACH, Merchant Services, and Positive Pay, leads merchant services for the division, and contributes to fee revenue growth. A significant part of the role involves managing and growing an assigned portfolio of clients to ensure strong relationships, retention, and achievement of sales targets. Maintaining awareness of and adherence to the Bank’s compliance requirements and risk management concepts, expectations, policies, and procedures, and applying them to daily tasks is crucial. Delivering a consistent, high level of service within our Serving More standards is expected, along with performing other duties as assigned.

Requirements

Accredited ACH Professional (AAP) to be obtained within 2 years of acceptance of position OR Certified Treasury Professional (CTP) to be obtained within 2 years of acceptance of position.
This position must be able to remain in a stationary position a minimum of 75% of the time, substantial time working at a computer, and able to be in constant verbal and written communication with stakeholders to discuss and convey information in order to exchange accurate information.

Responsibilities

Develop and implement onboarding and training plans and coach and mentor team members by setting goals, monitoring performance, conducting reviews and overseeing daily operations.
Collaborate with the TM Director of Sales & Relationships to create and implement a regional sales plan; lead sales efforts; and ensure team accountability for revenue and profitability targets.
Identify prospects, assess needs, and recommend Treasury management products and services; prepare proposals and agreements; and provide ongoing support.
Develop referral programs, sales incentives, and training for Retail and Commercial associates; represent the division on task forces; and participate in community and professional events.
Ensure adherence to compliance standards; develop and report on sales plans; and assist with product innovation and implementation.
Drive utilization of products such as Business Online Banking, ACH, Merchant Services, Positive Pay, and more; lead merchant services for the division; and contribute to fee revenue growth.
Manage and grow an assigned portfolio of clients, ensuring strong relationships, retention, and achievement of sales targets.
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.