Treasury Relationship Manager
Southern Bank · Leawood, KS · 4 wk ago
Business DevelopmentFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Primary Purpose Of Job", "EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS", "Essential Functions And Performance Areas" with subparts Sales, Operations, Training, then "Qualifications" with subparts Knowledge, Skills and Abilities; Education, Training And Experience Requirements; CORE COMPETENCIES.
We need to use for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to map content accordingly. The instruction: "use
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to map content accordingly. The instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should use those headings if content exists. We need to decide which sections to include based on content.
We have:
- Primary Purpose Of Job: could be "About the role". So About the role
with paragraph.
- EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS: maybe part of "About the role" or could be separate? Could be part of responsibilities? Might be considered "Responsibilities"? But we have separate "Essential Functions And Performance Areas" which is responsibilities. So we could combine expectations into About the role or Responsibilities. Probably we can include as part of About the role.
- Essential Functions And Performance Areas: includes Sales, Operations, Training. That is responsibilities. So Responsibilities
with sub-sections? We can use - for list of duties. We need to preserve all substantive info. Could break into bullet points.
- Qualifications: includes Knowledge, Skills and Abilities; Education, Training And Experience Requirements; CORE COMPETENCIES. So we can have
Qualifications
with sub-sections maybe using ? But only allowed for section headings? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should stick to for major sections. Within Qualifications we could use - for lists.
- Benefits, Pay, Schedule: not present, so we should not include those sections.
- Requirements: maybe we could have a separate Requirements section for Education, Training And Experience Requirements? But Qualifications already covers that. The instruction says we can use Requirements heading if content exists. But we have Qualifications which includes education etc. Could we split? Probably better to have Qualifications covering knowledge, skills, abilities, education, core competencies. No separate Requirements needed.
We must not repeat job title as heading. No Job ID etc.
Remove boilerplate: cookie/navigation/legal/EEO etc. Not present.
We need to preserve all substantive information. Let's extract content.
Primary Purpose Of Job paragraph:
"The Treasury Management Manager is responsible for selling or refining the breadth of transaction services solutions to new and existing clients; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep Southern Bank competitive."
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS paragraph:
"Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations."
Essential Functions And Performance Areas: includes Sales, Operations, Training.
Let's extract each bullet-like sentences.
Sales:
- Proactively coordinate and identify new prospects and calling plans by partnering with Branch Retail Managers and effectively evaluating client portfolios to achieve sales goals;
- Cross-sells treasury management products to existing customers.
- Responsible for expanding relationships for all treasury services to gain maximum client share of wallet;
- Maximize customer opportunity by building total relationship and cross-sell to other lines of business.
- Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances;
- Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs;
- Makes cold calls to prospective customers via phone or in person, if needed, generates prospect lists, and cultivates referral sources;
- Attend joint meeting with clients and BRMs, Market team members, Community Bank Presidents and loan officers primarily via phone focusing on business banking sales segment;
- Act as the advocate across footprint to support and drive the value of Cash Management to existing and new to bank clients;
- Works closely with commercial lenders to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers;
- Lead the cultivation and maintenance of a strong sales pipeline for treasury solutions;
- Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business;
- Entertains clients at networking events, lunches, dinners, or other events as needed, which may require after hour attendance.
Operations:
- Ensures the proper on-boarding on new treasury management customers with the help of the Treasury Management Specialists;
- Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
- Tracks all sales-related activities as well as what is required by management;
- Obtains necessary documentation, account opening, and onboard for all Treasury Management products and cash management services;
- Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services.
- Assists with training internal customers on all Treasury Management products;
- Schedules installation and training with external customers for all Treasury Management products via telephone, webinar, or onsite sessions;
- Assists with maintaining implementation procedures and Treasury Management product guides
Training:
- Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and technologies; and,
- Aids in providing training and continuing education to lenders and retail associates to ensure they are current on treasury management products.
Qualifications:
Knowledge, Skills and Abilities:
- Strong leadership and relationship building skills;
- Ability to effectively solve problems, present solutions and resolve conflicts;
- Strong interpersonal, verbal and written communication skills;
- Creative, analytical and takes initiative, along with a strong attention to detail;
- Ability to work on competing priorities in a fast paced environment with competing priorities;
- Experience with annual sales planning, forecasting, and competitive benchmarking;
- Experience creating, analyzing and delivering sales funnel performance reports;
- Self-starter and highly motivated;
- Excellent written and oral communication;
- MS Office programs;
- Ability to learn various banking systems in a quick and proficient manner.
Education, Training And Experience Requirements:
- High School Diploma or equivalent;
- 1-3 years of applicable customer-facing experience;
- Bachelor’s Degree in a business-related field preferred.
CORE COMPETENCIES:
List each with description.
- Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
- Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
- Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
- Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.
- Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
- Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
We need to output HTML fragment only.
We'll structure:
About the role
Primary purpose paragraph + expectations paragraph combined? Could be two
s.
Responsibilities
- ... Sales items ... maybe we can group Sales as subheading? But we cannot use other headings? Could use Sales: inside li? Better to keep flat list but might be long. Could separate sections with
but not allowed? The instruction only says use for section headings; doesn't forbid other headings but we should avoid extra headings? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't say we cannot use other headings like or . Safer to just use - for all responsibilities, maybe separate with line breaks? Could embed Sales: inside a li? That might be okay.
We'll produce:
Responsibilities
- Sales: ... list of sales duties separated by semicolons? Could break each into separate li.
... but that would duplicate strong.
Better: separate sections using for Sales, Operations, Training inside responsibilities? Might be acceptable as subheadings. The instruction didn't forbid other headings, just said use for section headings (list). It didn't say you cannot use other heading levels. So we can use for sub-sections.
Thus:
Responsibilities
Sales
- ...
...
Operations
...
Training
...
Similarly for Qualifications:
Qualifications
Knowledge, Skills and Abilities
...
Education, Training and Experience Requirements
...
Core Competencies
...
We must not include Benefits, Pay, Schedule sections.
Now produce HTML.
Check for any boilerplate: none.
Make sure to preserve all info. Ensure no missing details.
Let's craft.
First, About the role: two paragraphs.
The Treasury Management Manager is responsible for selling or refining the breadth of transaction services solutions to new and existing clients; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep Southern Bank competitive.
Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
Now Responsibilities.
Sales list: we need to capture each bullet.
I'll create li for each.
Sales:
- Proactively coordinate and identify new prospects and calling plans by partnering with Branch Retail Managers and effectively evaluating client portfolios to achieve sales goals;
- Cross-sells treasury management products to existing customers.
- Responsible for expanding relationships for all treasury services to gain maximum client share of wallet;
- Maximize customer opportunity by building total relationship and cross-sell to other lines of business.
- Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances;
- Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs;
- Makes cold calls to prospective customers via phone or in person, if needed, generates prospect lists, and cultivates referral sources;
- Attend joint meeting with clients and BRMs, Market team members, Community Bank Presidents and loan officers primarily via phone focusing on business banking
About the role
with paragraph. - EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS: maybe part of "About the role" or could be separate? Could be part of responsibilities? Might be considered "Responsibilities"? But we have separate "Essential Functions And Performance Areas" which is responsibilities. So we could combine expectations into About the role or Responsibilities. Probably we can include as part of About the role. - Essential Functions And Performance Areas: includes Sales, Operations, Training. That is responsibilities. SoResponsibilities
with sub-sections? We can use- for list of duties. We need to preserve all substantive info. Could break into bullet points.
- Qualifications: includes Knowledge, Skills and Abilities; Education, Training And Experience Requirements; CORE COMPETENCIES. So we can have
Qualifications
with sub-sections maybe using? But only
allowed for section headings? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should stick to
for major sections. Within Qualifications we could use
- for lists.
- Benefits, Pay, Schedule: not present, so we should not include those sections.
- Requirements: maybe we could have a separate Requirements section for Education, Training And Experience Requirements? But Qualifications already covers that. The instruction says we can use Requirements heading if content exists. But we have Qualifications which includes education etc. Could we split? Probably better to have Qualifications covering knowledge, skills, abilities, education, core competencies. No separate Requirements needed.
We must not repeat job title as heading. No Job ID etc.
Remove boilerplate: cookie/navigation/legal/EEO etc. Not present.
We need to preserve all substantive information. Let's extract content.
Primary Purpose Of Job paragraph:
"The Treasury Management Manager is responsible for selling or refining the breadth of transaction services solutions to new and existing clients; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep Southern Bank competitive."
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS paragraph:
"Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations."
Essential Functions And Performance Areas: includes Sales, Operations, Training.
Let's extract each bullet-like sentences.
Sales:
- Proactively coordinate and identify new prospects and calling plans by partnering with Branch Retail Managers and effectively evaluating client portfolios to achieve sales goals;
- Cross-sells treasury management products to existing customers.
- Responsible for expanding relationships for all treasury services to gain maximum client share of wallet;
- Maximize customer opportunity by building total relationship and cross-sell to other lines of business.
- Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances;
- Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs;
- Makes cold calls to prospective customers via phone or in person, if needed, generates prospect lists, and cultivates referral sources;
- Attend joint meeting with clients and BRMs, Market team members, Community Bank Presidents and loan officers primarily via phone focusing on business banking sales segment;
- Act as the advocate across footprint to support and drive the value of Cash Management to existing and new to bank clients;
- Works closely with commercial lenders to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers;
- Lead the cultivation and maintenance of a strong sales pipeline for treasury solutions;
- Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business;
- Entertains clients at networking events, lunches, dinners, or other events as needed, which may require after hour attendance.
Operations:
- Ensures the proper on-boarding on new treasury management customers with the help of the Treasury Management Specialists;
- Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
- Tracks all sales-related activities as well as what is required by management;
- Obtains necessary documentation, account opening, and onboard for all Treasury Management products and cash management services;
- Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services.
- Assists with training internal customers on all Treasury Management products;
- Schedules installation and training with external customers for all Treasury Management products via telephone, webinar, or onsite sessions;
- Assists with maintaining implementation procedures and Treasury Management product guides
Training:
- Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and technologies; and,
- Aids in providing training and continuing education to lenders and retail associates to ensure they are current on treasury management products.
Qualifications:
Knowledge, Skills and Abilities:
- Strong leadership and relationship building skills;
- Ability to effectively solve problems, present solutions and resolve conflicts;
- Strong interpersonal, verbal and written communication skills;
- Creative, analytical and takes initiative, along with a strong attention to detail;
- Ability to work on competing priorities in a fast paced environment with competing priorities;
- Experience with annual sales planning, forecasting, and competitive benchmarking;
- Experience creating, analyzing and delivering sales funnel performance reports;
- Self-starter and highly motivated;
- Excellent written and oral communication;
- MS Office programs;
- Ability to learn various banking systems in a quick and proficient manner.
Education, Training And Experience Requirements:
- High School Diploma or equivalent;
- 1-3 years of applicable customer-facing experience;
- Bachelor’s Degree in a business-related field preferred.
CORE COMPETENCIES:
List each with description.
- Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
- Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
- Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
- Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.
- Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
- Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
We need to output HTML fragment only.
We'll structure:
About the role
Primary purpose paragraph + expectations paragraph combined? Could be two
s.
Responsibilities
- ... Sales items ... maybe we can group Sales as subheading? But we cannot use other headings? Could use Sales: inside li? Better to keep flat list but might be long. Could separate sections with
but not allowed? The instruction only says use
for section headings; doesn't forbid other headings but we should avoid extra headings? It says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't say we cannot use other headings like
or . Safer to just use
- for all responsibilities, maybe separate with line breaks? Could embed Sales: inside a li? That might be okay.
We'll produce:
Responsibilities
- Sales: ... list of sales duties separated by semicolons? Could break each into separate li. ... but that would duplicate strong. Better: separate sections using
- ... ...
for Sales, Operations, Training inside responsibilities? Might be acceptable as subheadings. The instruction didn't forbid other headings, just said use
for section headings (list). It didn't say you cannot use other heading levels. So we can use
for sub-sections. Thus:
Responsibilities
Sales
Operations
- ...
Training
- ...
Qualifications
Knowledge, Skills and Abilities
- ...
Education, Training and Experience Requirements
- ...
Core Competencies
- ...
The Treasury Management Manager is responsible for selling or refining the breadth of transaction services solutions to new and existing clients; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep Southern Bank competitive.
Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
Now Responsibilities. Sales list: we need to capture each bullet. I'll create li for each. Sales: - Proactively coordinate and identify new prospects and calling plans by partnering with Branch Retail Managers and effectively evaluating client portfolios to achieve sales goals; - Cross-sells treasury management products to existing customers. - Responsible for expanding relationships for all treasury services to gain maximum client share of wallet; - Maximize customer opportunity by building total relationship and cross-sell to other lines of business. - Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances; - Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs; - Makes cold calls to prospective customers via phone or in person, if needed, generates prospect lists, and cultivates referral sources; - Attend joint meeting with clients and BRMs, Market team members, Community Bank Presidents and loan officers primarily via phone focusing on business banking
- for all responsibilities, maybe separate with line breaks? Could embed Sales: inside a li? That might be okay.
We'll produce:
- ... Sales items ... maybe we can group Sales as subheading? But we cannot use other headings? Could use Sales: inside li? Better to keep flat list but might be long. Could separate sections with
- for lists.
- Benefits, Pay, Schedule: not present, so we should not include those sections.
- Requirements: maybe we could have a separate Requirements section for Education, Training And Experience Requirements? But Qualifications already covers that. The instruction says we can use Requirements heading if content exists. But we have Qualifications which includes education etc. Could we split? Probably better to have Qualifications covering knowledge, skills, abilities, education, core competencies. No separate Requirements needed.
We must not repeat job title as heading. No Job ID etc.
Remove boilerplate: cookie/navigation/legal/EEO etc. Not present.
We need to preserve all substantive information. Let's extract content.
Primary Purpose Of Job paragraph:
"The Treasury Management Manager is responsible for selling or refining the breadth of transaction services solutions to new and existing clients; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep Southern Bank competitive."
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS paragraph:
"Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations."
Essential Functions And Performance Areas: includes Sales, Operations, Training.
Let's extract each bullet-like sentences.
Sales:
- Proactively coordinate and identify new prospects and calling plans by partnering with Branch Retail Managers and effectively evaluating client portfolios to achieve sales goals;
- Cross-sells treasury management products to existing customers.
- Responsible for expanding relationships for all treasury services to gain maximum client share of wallet;
- Maximize customer opportunity by building total relationship and cross-sell to other lines of business.
- Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances;
- Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs;
- Makes cold calls to prospective customers via phone or in person, if needed, generates prospect lists, and cultivates referral sources;
- Attend joint meeting with clients and BRMs, Market team members, Community Bank Presidents and loan officers primarily via phone focusing on business banking sales segment;
- Act as the advocate across footprint to support and drive the value of Cash Management to existing and new to bank clients;
- Works closely with commercial lenders to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers;
- Lead the cultivation and maintenance of a strong sales pipeline for treasury solutions;
- Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business;
- Entertains clients at networking events, lunches, dinners, or other events as needed, which may require after hour attendance.
Operations:
- Ensures the proper on-boarding on new treasury management customers with the help of the Treasury Management Specialists;
- Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
- Tracks all sales-related activities as well as what is required by management;
- Obtains necessary documentation, account opening, and onboard for all Treasury Management products and cash management services;
- Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services.
- Assists with training internal customers on all Treasury Management products;
- Schedules installation and training with external customers for all Treasury Management products via telephone, webinar, or onsite sessions;
- Assists with maintaining implementation procedures and Treasury Management product guides
Training:
- Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and technologies; and,
- Aids in providing training and continuing education to lenders and retail associates to ensure they are current on treasury management products.
Qualifications:
Knowledge, Skills and Abilities:
- Strong leadership and relationship building skills;
- Ability to effectively solve problems, present solutions and resolve conflicts;
- Strong interpersonal, verbal and written communication skills;
- Creative, analytical and takes initiative, along with a strong attention to detail;
- Ability to work on competing priorities in a fast paced environment with competing priorities;
- Experience with annual sales planning, forecasting, and competitive benchmarking;
- Experience creating, analyzing and delivering sales funnel performance reports;
- Self-starter and highly motivated;
- Excellent written and oral communication;
- MS Office programs;
- Ability to learn various banking systems in a quick and proficient manner.
Education, Training And Experience Requirements:
- High School Diploma or equivalent;
- 1-3 years of applicable customer-facing experience;
- Bachelor’s Degree in a business-related field preferred.
CORE COMPETENCIES:
List each with description.
- Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
- Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
- Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
- Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.
- Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
- Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
We need to output HTML fragment only.
We'll structure: