Treasury Management Relationship Manager

Responsible for

• Facilitating the outside sale of business deposit accounts and Treasury products and services
• Building relationships with external clients and internal partners

ESSENTIAL DUTIES And RESPONSIBILITIES

• Direct the outside sale of business deposit accounts and Treasury Mgt. products and services
• Conduct sales calls on current and potential clients in partnership with commercial lending relationship managers and branch managers, as well as generating other leads independently
• Analyze deposit statements from any financial institution, prepare written proposals and present these proposals to new/current clients
• Manage client portfolio to maintain and grow relationships
• Address complex issues by evaluating the significance of the issue and offering sound solution options that fit the client’s needs and wants
• Install and troubleshoot remote deposit capture scanners, ACH services, online wires and services along with future Treasury products as needed
• Cross sell additional products to other bank divisions such as Investments, Insurance, Trust, etc.
• Maintain a profile in the community through membership in a service organization and participation in Chamber events
• Support Treasury Management area and Commercial Lending in other duties as requested
• Complete other duties as assigned

EDUCATION And/or EXPERIENCE

• Bachelor degree in Business Administration or Finance
• Minimum of five (5) years banking experience with at least two (2) years of Treasury Management experience or Retail Banking experience with proven outside sales experience

SKILLS And ABILITIES

• Strong sales ability
• Excellent interpersonal/people skills
• Thorough knowledge of treasury/cash management products and services
• Solid presentation skills
• Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
• Ability to clearly and effectively communicate both verbally and in writing
• Proven ability to provide high quality customer service
• Good analytical and problem solving skills
• Frequent travel will be required using reliable personal transportation

OTHER SKILLS And ABILITIES

• Excellent judgment/decision making skills
• Time management and organizational skills
• Able to work without supervision
• Able to operate all general office equipment