Treasury Management Associate: Strategy, Proposals & Client Growth

Regions Bank; Houston (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

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

Job summary

Regions Bank is seeking a Treasury Management Relationship Manager Associate to support strategic client engagements. You will conduct market research, craft pricing models, and prepare compelling pitch materials for sales opportunities.

Collaborate with TMRMs and Commercial Relationship Managers to coordinate meetings and develop briefing materials, while leveraging TM product knowledge to position solutions and generate revenue opportunities.

Qualifications

• Bachelor’s degree in a related field is required or equivalent experience.
• Two years of Treasury Services Sales or related experience if no degree.
• Strong communication, organization and analytical abilities.

Responsibilities

• Research and prepare industry, client, and competitor insights for sales strategies.
• Develop pricing proformas and customize client proposal materials.
• Collaborate with relationship managers to plan client meetings and briefs.
• Create presentations to support portfolio development and revenue opportunities.
• Maintain product knowledge of treasury solutions to address client needs.
• Support ad hoc data analysis and reporting for TM opportunities.

Skills

Time management

Communication

Relationship building

Strategic thinking

Detail orientation

Education

Bachelor’s degree in related field

High School Diploma or GED + 2 years Treasury Services Sales experience

Tools

Excel

PowerPoint

Microsoft Office

Job description

Regions Bank is seeking a Treasury Management Relationship Manager Associate to support strategic client engagements. You will conduct market research, craft pricing models, and prepare compelling pitch materials for sales opportunities.

Collaborate with TMRMs and Commercial Relationship Managers to coordinate meetings and develop briefing materials, while leveraging TM product knowledge to position solutions and generate revenue opportunities.