Treasury Relationship Manager
Servbank
full-time
Posted on:
Location Type: Hybrid
Location: United States
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About the role
- Drive revenue growth by effectively prospecting and securing new treasury management business, while driving deposit growth and expanding existing customer relationships.
- Initiate strategic discussions around client-centric issues, integrating best practices, industry benchmarks, opportunity assessment, and solution positioning.
- Collaborate with bankers and senior-level clients to deliver integrated treasury solutions in a consultative manner.
- Lead business process reviews independently to support key client sales opportunities; engage industry solution specialists for complex business process reviews.
- Innovate new solution concepts and collaborate with internal product teams to advocate for client needs in complex product development.
- Provide thought leadership on working capital solutions to markets, prospects, and clients through roundtables, conferences, webinars, and professional media platforms.
- Manage non-credit risks within the customer portfolio and enhance profitability across all assigned relationships.
Requirements
- Minimum 5 years of experience in cash management, sales, and relationship management.
- Proven track record in new business development, utilizing strong selling and negotiation skills.
- Comprehensive understanding of Treasury Service products, credit and risk processes, overdraft management, and pricing strategies.
- Exceptional verbal and written communication abilities.
- Ability to build strong relationships with clients, colleagues, external centers of influence (COIs), and consulting organizations.
- Strong time management, organizational, and planning skills.
- Demonstrated success in meeting or exceeding sales goals as a top individual contributor.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cash managementbusiness developmentsalesrelationship managementTreasury Service productscredit processesrisk processesoverdraft managementpricing strategiesnegotiation skills
Soft Skills
verbal communicationwritten communicationrelationship buildingtime managementorganizational skillsplanning skillsconsultative sellingthought leadershipcollaborationproblem solving