Treasury Management Relationship Manager

*Sponsorship not available

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


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  Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks

  
  


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  Deliver a consistent, high level of service within our Serving More standards

  
  


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  Other duties as assigned

  
  

PHYSICAL REQUIREMENTS

This 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.