Treasury Management Relationship Manager
Core
Developing new treasury management business and expanding existing relationships for Commercial customers with revenues up to $10MM.
Role type
Treasury Management Relationship Manager
Builds
Treasury management solutions and sales strategies for commercial clients
Domain
Commercial Banking / Treasury Services
Deliverable
client delivery
Required skills
sales strategy development, client needs identification, solution proposal, pricing strategy determination, relationship review, industry knowledge maintenance, negotiation, business acumen
Preferred skills
network of industry contacts, analytical and problem-solving skills
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Develop sales strategy to meet/exceed new sales and portfolio goals; Meet with Relationship Managers to identify opportunities and provide product information; Call on prospective and current clients to identify needs and propose solutions; Work with Product Management Partners to develop sales proposals and determine pricing; Conduct treasury services relationship reviews on top clients; Present treasury service product training to officers and managers; Maintain up-to-date industry knowledge through training and literature review
Seniority
Mid-level individual contributor
