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
Treasury Management Relationship Manager (Sales)
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, negotiation, leadership, business acumen
Preferred skills
CTP designation, mentoring experience, industry network
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Develop sales strategy 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 on proposals and pricing; conduct treasury services relationship reviews on top clients; present treasury service product training to officers and managers.
Seniority
Mid-Senior level (10+ years experience)