Treasury Growth & Relationship Leader

Servbank; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

Servbank is seeking a Treasury Relationship Manager in Phoenix to expand our treasury management business by acquiring new clients, growing deposits, and strengthening client relationships within Commercial Banking. You will leverage treasury products, craft proposals, proformas, and onboarding plans to ensure seamless integration of solutions for clients.

With 5+ years in cash management and relationship sales, you will lead strategic discussions, collaborate with bankers and clients, and drive

Qualifications

• Must have 5+ years in cash management, sales, and relationship management.
• Proven track record in new business development.
• Understanding of Treasury Service products, credit and risk processes, overdraft management, and pricing strategies.
• Excellent verbal and written communication.
• Ability to build relationships with clients, COIs, and consulting organizations.
• Strong time management and planning.
• Proven success in meeting or exceeding sales goals.

Responsibilities

• Drive revenue growth by prospecting and securing new treasury management business, while driving deposit growth and expanding existing customer relationships.
• Initiate strategic discussions around client-centric issues, integrating best practices, industry benchmarks, opportunity assessment, and solution positioning.
• Collaborate with bankers and senior-level clients to deliver integrated treasury solutions in a consultative manner.
• Lead business process reviews independently to support key client sales opportunities; engage industry solution specialists for complex business process reviews.
• Innovate new solution concepts and collaborate with internal product teams to advocate for client needs in complex product development.
• Provide thought leadership on working capital solutions to markets, prospects, and clients through roundtables, conferences, webinars, and professional media platforms.
• Manage non-credit risks within the customer portfolio and enhance profitability across all assigned relationships.

Skills

Cash management

Sales

Relationship management

New business development

Treasury products

Credit and risk processes

Overdraft management

Pricing strategies

Verbal and written communication

Time management

Education

Bachelor's degree

CTP designation (Preferred)

Job description

Servbank is seeking a Treasury Relationship Manager in Phoenix to expand our treasury management business by acquiring new clients, growing deposits, and strengthening client relationships within Commercial Banking. You will leverage treasury products, craft proposals, proformas, and onboarding plans to ensure seamless integration of solutions for clients.

With 5+ years in cash management and relationship sales, you will lead strategic discussions, collaborate with bankers and clients, and drive