Treasury Mgmt Regional Relationship Manager

Park National BankNewark, OH
Onsite

About The Position

This role involves managing a team of associates, developing and implementing regional sales plans, identifying and acquiring new clients, and managing an existing portfolio of Treasury Management clients. The position requires a strong understanding of Treasury management products and services, sales leadership, and a commitment to client relationship management and compliance.

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.
  • Must be able to remain in a stationary position a minimum of 75% of the time.
  • Substantial time working at a computer.
  • 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.
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