Senior Treasury Management Relationship Manager

About the role

The Senior Treasury Management Relationship Manager identifies, analyzes, sells, and supports Treasury Management (TM) services and products to existing and prospective business clients. This position collaborates with other teams to enhance calling efforts and retention activities by promoting all bank products and services.

Responsibilities

• Conduct a consultative sales approach: identify client needs, propose solutions, determine value, and price based on client value or market conditions.
• Identify opportunities with new and existing clients for other bank lines of business.
• Perform full-range sales activities, including product testing and client installations.
• Make independent pricing decisions aligned with the bank’s philosophy and goals.
• Prepare and respond to requests for proposals from prospective clients.
• Assess client needs and recommend effective TM product and service strategies.
• Ensure integration of the bank’s products and services with existing client relationships.
• Respond to client inquiries related to depository and TM functions.
• Provide training for new TM clients, including preparing manuals and verifying documentation.
• Develop and introduce TM products, assisting with sales, training, and implementation.
• Conduct risk and cost-benefit analysis for commercial clients.
• Provide input on policies, procedures, and agreements to meet regulatory requirements.
• Review monthly profitability reports for accuracy and recommend revenue improvements.
• Monitor accurate charges for TM products and services.
• Maintain current TM product sheets, agreements, and brochures in compliance with Marketing and Compliance.
• Monitor special pricing and monthly account analysis statements for accuracy.
• Participate in professional, civic, or community events.
• Comply with all company and regulatory policies.
• Foster and preserve a culture of inclusion.

Qualifications

• Bachelor’s degree in business, finance, or related field, or equivalent experience.
• Five years’ experience in treasury management sales or equivalent industry knowledge and banking experience preferred.
• Strong verbal, written, and interpersonal communication skills, including presentation skills.
• Ability to manage multiple priorities in a fast-paced environment.

Working Conditions

• Duties performed in a professional office environment.
• Frequent travel to client locations or events.