Job Type
Full-time
Description
About the Role The
Treasury Relationship Manager II-III (TRM) is responsible for developing, managing, and expanding commercial banking relationships within designated markets. This role sources new business, delivers tailored treasury and deposit solutions, and deepens existing client relationships to achieve individual and departmental sales goals. The TRM identifies client needs, structures and negotiates solutions, and ensures a high level of client satisfaction while supporting market development, cross-selling Bank products and services, and representing the Bank within the business community.
Depending on experience and level, the TRM may focus on supporting and expanding treasury relationships, managing more complex and higher-value portfolios, or serving as a strategic advisor to sophisticated treasury clients. Across all levels, TRM contribute to revenue growth, client retention, and the Bank's overall treasury management strategy.
In addition to base compensation, this role offers the opportunity to earn performance-based incentives through participation in multiple incentive plans.
Essential Duties: - Generates new leads through outbound calls, emails, networking, and in-person meetings.
- Builds and maintains strong relationships with prospective and existing clients to drive long-term business.
- Uses CRM systems to track interactions, update customer records, and manage pipeline activity.
- Demonstrates comprehensive knowledge of prequalification, pricing, and proposal strategies.
- Maximizes opportunities in closing deals to increase market share.
- Positions and explains bank products and services to clients with confidence and authority.
- Contributes to market development strategy and identifies new growth opportunities.
- Mentors junior Relationship Managers, sharing best practices and sales strategies.
- Identifies emerging market trends and provides feedback to leadership to influence product development and strategy.
- Prospects, sources, structures, proposes, negotiates, and closes deals aligned with the Bank's products.
- Creates and conducts effective proposal presentations and RFP responses addressing client needs.
- Achieves or surpasses goals for volume, margin, fees, and cross-sell performance.
- Builds and nurtures effective Centers of Influence (COI) networks to maximize revenue.
- Maintains accurate records of all sales and prospecting activities, using Bank-provided tools to maximize opportunity potential.
- Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making.
- Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement.
- Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce.
- Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role.
- Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions.
- Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation.
Requirements
- Bachelor's degree from an accredited college or university preferred, ideally in Business, Finance, or a related field.
- Minimum 3-10 years of related experience in banking, business development, or a relevant industry.
- Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required.
- Demonstrated ability to cross-sell and explain all products and services with confidence and authority.
- Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations required.
- Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution.
- Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.
- Strong organizational and time management abilities with attention to detail.
- Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams.
- Ability to take initiative and impact change within the Bank through consensus building and conflict resolution.
- Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs.
- Commitment to continuous learning and professional development to stay current with industry standards and best practices.
- Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders.
- Capable of managing multiple priorities and meeting deadlines in a dynamic environment.
- Ability to work independently with minimal supervision and as part of a team.
- Proven ability to adapt to changing priorities and procedures.
- Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.
Salary Description
$100,000 - $160,000 Annual Salary
