Treasury Management Relationship Manager
Listed on 2026-08-05
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Sales
Financial Sales, Banking & Finance, Client Relationship Management, Business Development
Job Responsibilities
Identify prospective clients; develop relationships, identify and research needs, recommend Treasury management products and services that solve customer needs
Contribute to fee revenue growth and profitability of business line by assessing appropriate fees and controlling expenditures
Engage Retail and Commercial associates by providing training and developing referral programs and sales incentive campaign
Development, implementation and reporting of a comprehensive sales plan encompassing prospecting, direct sales, customer service and compliance
Lead sales efforts and prepare documentation for cash management products including Business Online Banking, Bill Payment, OnSite Express Deposit, Positive Pay, ACH, Automated Lockbox, Virtual Safe, CDARS, Merchant Services, Sweep, Analysis, Business Check Card and Business Credit Card services
Serve as Division leader for merchant services product line
Provide representation on cash management sales task force for Division
Conduct external sales efforts as identified in department goals
Provide assistance with identification, innovation and implementation of new cash management products
Prepare agreements and proposals as needed
Provide ongoing customer service and support to Division customers as well as corporate personnel
Answer customer questions relating to Treasury management products, services and fees
Actively participate in professional organizations and business, community and civic events
Assume responsibility for customer problems and solve them quickly and efficiently
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
Other duties as assigned
Physical RequirementsThis position must be able to remain in a stationary position a minimum of 40% of the time, constantly operate a computer 40% of the time, and be able to be in constant communication with customers, prospects, or coworkers to discuss and observe facts and data in order to exchange accurate information.
QualificationsHigh School or better.
Associates or better in Business Administration or related field.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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