Treasury Management Relationship Manager
Core
Develop new treasury management business and expand existing client relationships by identifying needs, proposing solutions, and conducting service reviews.
Role type
Senior IC Treasury Management Relationship Manager
Builds
Treasury management services and products for corporate clients
Domain
Financial Services / Corporate Treasury
Deliverable
client delivery
Required skills
Sales strategy development, client relationship management, solution proposal, pricing strategy, industry knowledge, training delivery, negotiation, leadership, business acumen
Preferred skills
Certified Treasury Professional (CTP) designation, mentorship experience, extensive industry network
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Develop sales strategies to meet new sales and portfolio goals; meet with Relationship Managers to identify opportunities; call on prospective and current clients to identify needs and address servicing issues; work with Product Management Partners to develop proposals and pricing; conduct treasury services relationship reviews on top clients; present product training to officers and managers; maintain industry knowledge through training and literature.
Seniority
Senior, hands-on IC