Treasury Mgmt Regional Relationship Manager

Supervisory Responsibilities

• Interview and select candidates for openings
• Set goals for associates
• Assign tasks/duties
• Conduct on-the-job training
• Develop associates’ skills and encourage growth
• Prepare disciplinary write-ups as appropriate
• Prepare and conduct performance reviews and make recommendations for salary adjustments
• Approve timecards for FTEs and other duties associated with managing a staff

Responsibilities

• Develop and implement onboarding and training plans
• Coach and mentor team members by setting goals, monitoring performance, conducting reviews, and overseeing daily operations
• Collaborate with the TM Director of Sales & Relationships to create and implement a regional sales plan; lead sales efforts; and ensure team accountability for revenue and profitability targets
• Identify prospects, assess needs, and recommend Treasury management products and services; prepare proposals and agreements; and provide ongoing support
• Sponsor referral programs, sales incentives, and training for Retail and Commercial associates; represent the division on task forces; and participate in community and professional events
• Ensure adherence to compliance standards; develop and report on sales plans; and assist with product innovation and implementation
• Drive utilization of products such as Business Online Banking, ACH, Merchant Services, Positive Pay, and more; lead merchant services for the division; and contribute to fee revenue growth
• Manage and grow an assigned portfolio of clients, ensuring strong relationships, retention, and achievement of sales targets
• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards

Qualifications

• Accredited ACH Professional (AAP) to be obtained within 2 years of acceptance of position OR Certified Treasury Professional (CTP) to be obtained within 2 years of acceptance of position

Physical Requirements

• Must be able to remain in a stationary position a minimum of 75% of the time
• Substantial time working at a computer
• Able to be in constant verbal and written communication with stakeholders to discuss and convey information in order to exchange accurate information