What are the responsibilities and job description for the Treasury Relationship Manager position at Southern Bank?
Primary Purpose Of Job
The Treasury Management Manager is responsible for selling or refining the breadth of transaction services solutions to new and existing clients; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep Southern Bank competitive.
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
Sales
KNOWLEDGE, SKILLS AND ABILITIES
Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.
Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
The Treasury Management Manager is responsible for selling or refining the breadth of transaction services solutions to new and existing clients; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep Southern Bank competitive.
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
- Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
- Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.
Sales
- Proactively coordinate and identify new prospects and calling plans by partnering with Branch Retail Managers and effectively evaluating client portfolios to achieve sales goals;
- Cross-sells treasury management products to existing customers. Responsible for expanding relationships for all treasury services to gain maximum client share of wallet;
- Maximize customer opportunity by building total relationship and cross-sell to other lines of business. Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances;
- Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs;
- Makes cold calls to prospective customers via phone or in person, if needed, generates prospect lists, and cultivates referral sources;
- Attend joint meeting with clients and BRMs, Market team members, Community Bank Presidents and loan officers primarily via phone focusing on business banking sales segment;
- Act as the advocate across footprint to support and drive the value of Cash Management to existing and new to bank clients;
- Works closely with commercial lenders to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers;
- Lead the cultivation and maintenance of a strong sales pipeline for treasury solutions;
- Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business; and,
- Entertains clients at networking events, lunches, dinners, or other events as needed, which may require after hour attendance.
- Ensures the proper on-boarding on new treasury management customers with the help of the Treasury Management Specialists;
- Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
- Tracks all sales-related activities as well as what is required by management;
- Obtains necessary documentation, account opening, and onboard for all Treasury Management products and cash management services;
- Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services. Assists with training internal customers on all Treasury Management products;
- Schedules installation and training with external customers for all Treasury Management products via telephone, webinar, or onsite sessions; and,
- Assists with maintaining implementation procedures and Treasury Management product guides
- Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and technologies; and,
- Aids in providing training and continuing education to lenders and retail associates to ensure they are current on treasury management products.
KNOWLEDGE, SKILLS AND ABILITIES
- Strong leadership and relationship building skills;
- Ability to effectively solve problems, present solutions and resolve conflicts;
- Strong interpersonal, verbal and written communication skills;
- Creative, analytical and takes initiative, along with a strong attention to detail;
- Ability to work on competing priorities in a fast paced environment with competing priorities;
- Experience with annual sales planning, forecasting, and competitive benchmarking;
- Experience creating, analyzing and delivering sales funnel performance reports;
- Self-starter and highly motivated;
- Excellent written and oral communication;
- MS Office programs; and,
- Ability to learn various banking systems in a quick and proficient manner.
- High School Diploma or equivalent;
- 1-3 years of applicable customer-facing experience; and,
- Bachelor’s Degree in a business-related field preferred.
Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.
Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.