Treasury Relationship Manager, Vice President
Core
Prospecting and sales for an assigned General Markets portfolio, soliciting complex prospects, retaining profitable clients, and mentoring the sales team.
Role type
Senior IC Treasury Relationship Manager
Builds
General Markets portfolio revenue and client relationships
Domain
Banking / Treasury Management
Deliverable
product features
Required skills
Advanced outside sales and marketing, Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, Treasury management concepts, Complex treasury services proposals analysis, Client acquisition and cross-selling, Exception pricing recommendation, Regulatory compliance (BSA, USA Patriot Act, AML, Privacy Act, RESPA), KYC/CIP/SARS/CTR reporting, Microsoft Office proficiency
Preferred skills
Certified Treasury Professional (CTP) accreditation
Technologies
Microsoft Word, Excel, PowerPoint, ESB, Sales tracking system
Responsibilities
Generate new business through outside sales or self-sourcing; Analyze complex treasury services proposals and pricing models; Handle the most complex client relationships to increase portfolio revenues; Recommend exception pricing to Industry Manager for approval; Ensure adherence to all bank policies relative to Regulatory Compliance; Certify that all related forms such as CIP, KYC, SARS, CTR are completed within assigned time periods.