What are the responsibilities and job description for the Senior Treasury Management Relationship Manager position at Community State Bank - Des Moines, IA?
Job Type
Full-time
Description
TITLE: Senior Treasury Management Relationship Manager
DEPARTMENT: 921 – Treasury Management
Job Summary
The Senior Treasury Management Relationship Manager is responsible for identifying, analyzing, selling, and supporting Treasury Management (TM) services and products to existing and prospective business clients. This position will collaborate with other teams to enhance calling efforts and retention activities by assisting in promoting all bank products and services. This role will analyze comparative data to provide a thorough proposal.
Essential Functions
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Full-time
Description
TITLE: Senior Treasury Management Relationship Manager
DEPARTMENT: 921 – Treasury Management
Job Summary
The Senior Treasury Management Relationship Manager is responsible for identifying, analyzing, selling, and supporting Treasury Management (TM) services and products to existing and prospective business clients. This position will collaborate with other teams to enhance calling efforts and retention activities by assisting in promoting all bank products and services. This role will analyze comparative data to provide a thorough proposal.
Essential Functions
- Conduct a consultative approach to sales – identify specific client needs, propose potential products or process solutions, determine the value of the proposition, and price the solution based on the value the client receives, or the market conditions dictate.
- Identify opportunities with new and existing clients for other lines of business throughout the bank.
- Perform the full range of sales activities to sell TM products to existing clients while growing the business with new clients and prospects, including product testing and client installations.
- Perform independent pricing decisions that adhere to bank’s philosophy and goals.
- Prepare and respond to request for proposals from prospective clients.
- Assess client needs and recommend effective strategies for TM products and services.
- Ensure the fullest integration of the bank’s products and services with existing client relationships.
- Perform independent pricing decisions that adhere to bank’s philosophy and goals.
- Respond to client inquiries, both in person or by phone, related to depository and TM functions.
- Provide training for new TM clients, preparing manuals and procedures and verifying appropriate documentation has been completed and received.
- Develop and introduce TM products, including assisting with outside sales, training, and implementation.
- Conduct risk and cost benefit analysis for commercial clients.
- Provide input to policies, procedures, and agreements for TM products and services to ensure they meet regulatory requirements.
- Review monthly profitability reports for accuracy and recommendations to improve product line revenues. This includes monitoring that accurate charges are being assessed for TM products and services.
- Maintain current Treasury Management product sheets, agreements and brochures in accordance with Marketing and Compliance.
- Monitor special pricing/handling and monthly account analysis statements for accuracy.
- Participate in community events which may be professional, civic or community groups.
- Comply with all company or regulatory policies, procedures and requirements applicable to this position.
- Foster and preserve a culture of inclusion.
- Additional duties and responsibilities may be required to support the company’s mission, vision and values.
- Bachelor's degree in business, finance or related field or equivalent experience.
- Five years’ experience in treasury management sales or equivalent industry knowledge and banking experience preferred.
- Strong verbal, written and interpersonal communication skills, including presentation skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Duties are performed in a professional office environment.
- Frequent travel to client locations or events.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.