What are the responsibilities and job description for the Treasury Mgmt Regional Relationship Manager position at Park National Bank?
Supervisory Responsibilities: Interview and select candidates for openings, set goals for associates, assign tasks/duties, conduct on–the-job training, develop associates’ skills and encourage growth, prepare disciplinary write-ups as appropriate, prepare and conduct performance reviews and make recommendations for salary adjustments, approve timecards for FTEs and other duties associated with managing a staff.
*Sponsorship not available for this role.
RESPONSIBILITIES
- Develop and implement onboarding and training plans and coach and mentor team members by setting goals, monitoring performance, conducting reviews and overseeing daily operations.
- Collaborate with the TM Director of Sales & Relationships to create and implement a regional sales plan; lead sales efforts; and ensure team accountability for revenue and profitability targets.
- Identify prospects, assess needs, and recommend Treasury management products and services; prepare proposals and agreements; and provide ongoing support.
- Develop referral programs, sales incentives, and training for Retail and Commercial associates; represent the division on task forces; and participate in community and professional events.
- Ensure adherence to compliance standards; develop and report on sales plans; and assist with product innovation and implementation.
- Drive utilization of products such as Business Online Banking, ACH, Merchant Services, Positive Pay, and more; lead merchant services for the division; and contribute to fee revenue growth.
- Manage and grow an assigned portfolio of clients, ensuring strong relationships, retention, and achievement of sales targets
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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
LICENSE/CERTIFICATION
Accredited ACH Professional (AAP) to be obtained within 2 years of acceptance of position OR Certified Treasury Professional (CTP) to be obtained within 2 years of acceptance of position.
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position a minimum of 75% of the time, substantial time working at a computer, and able to be in constant verbal and written communication with stakeholders to discuss and convey information in order to exchange accurate information.