Treasury Management Relationship Manager Associate

Treasury Management Relationship Manager Associate

At Regions, the Treasury Management Relationship Manager Associate (TMRM Associate) partners with Treasury Management Relationship Managers (TMRMs) in preparing for prospect and key client engagements. The TMRM Associate role is critical in driving successful client interactions by providing strategic research, financial analysis, and proposals. This position will also collaborate between TMRMs, Commercial Relationship Managers and product teams to prepare and participate in client and prospect meetings.

Primary Responsibilities

• Conducts industry, client-specific research, and competitor bank information for sales strategies and meeting preparation
• Develops customized pricing proformas for prospect proposals
• Creates compelling pitch books and presentation materials tailored to client and prospect needs
• Collaborates with TMRMs and Commercial Relationship Managers to plan and coordinate client meetings, including agenda development and briefing materials
• Conducts research and develop information for Portfolio Development Meetings
• Completes client relationship reviews, including account schematics and relationship mapping
• Prepares working capital presentations to identify opportunities to optimize cash flow and improve financial efficiency
• Responds to ad hoc requests from TMRMs, including data analysis, reporting, and presentation materials
• Maintains and leverages product knowledge of Treasury Management (TM) solutions to identify client needs and how to position appropriate TM solutions during the sales process
• Uses data mining applications to identify TM opportunities within the client portfolios
• Works closely with key partners to develop and present revenue-generating strategies to clients and prospects.
• Participates in client and prospect calls to present strategic working capital data to obtain new business

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

Requirements

• Bachelor's degree in related field
• Or High School Diploma or GED and two (2) years in Treasury Services Sales or related experience

Preferences

• 1 year banking experience, preferably in Treasury Management or Business/Commercial Banking
• Bilingual

Skills and Competencies

• Ability to manage multiple priorities and meet tight deadlines
• Advanced user of Microsoft Office Suite, especially Excel and PowerPoint
• Organized and detail oriented
• Relationship and partnership orientation
• Strategic thinking/problem solving
• Strong verbal and written communication ability

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum: $60,250.00 USD

Median: $79,296.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details

Dallas Uptown

Location: Dallas, Texas

Equal Opportunity Employer/including Disabled/Veterans