Treasury Management Relationship Manager

Entertimeonline; Toledo (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Signature Bank, N.A. is seeking a Treasury Management professional in Toledo, Ohio, to develop and maintain personal and business client relationships within the Treasury Management department.

The role emphasizes building relationships, expanding treasury management revenue, and collaborating with lenders to deliver tailored solutions. The position requires a Bachelor's degree in Business or Communication and at least one year in a bank/financial environment, with opportunities to grow into

Qualifications

• Bachelor's Degree in Business or Communication.
• One or more years' experience in a bank or financial institution environment.

Responsibilities

• Work closely with Treasury Management Officers to gain knowledge of treasury products, sales strategies, portfolio management, client relationship development, and Treasury Management practices.
• Build new client relationships and strengthen existing relationships to increase treasury management revenue and market share.
• Partner with Commercial Lenders to manage and grow client portfolios, identify new business opportunities, and deliver treasury management solutions that deepen client relationships.
• Prepare and present treasury management proposals.
• Ensure compliance with all applicable regulatory requirements, banking laws, and internal policies. Maintain a current understanding of regulatory changes, industry trends, and Treasury Management best practices.

Skills

Client relations

Accountability

Integrity

Teamwork

Job knowledge

Attention to detail

Technical aptitude

Communication

Organization

Education

Bachelor's Degree in Business or Communications

Job description

• Job Category Treasury Management, Business Banking , Cash Management
• Employee Type Exempt

Description

Summary/Objective
Develop and maintain personal and business client relationships in the Treasury Management department.

Essential Duties & Responsibilities
The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Work closely with Treasury Management Officers and other Treasury Management team members to gain knowledge of treasury products, sales strategies, portfolio management, client relationship development, and Treasury Management practices.
2. Build new client relationships and strengthen existing relationships to increase treasury management revenue and market share.
3. Partner with Commercial Lenders to manage and grow client portfolios, identify new business opportunities, and deliver treasury management solutions that deepen client relationships.
4. Prepare and present treasury management proposals.
5. Ensure compliance with all applicable regulatory requirements, banking laws, and internal policies. Maintain a current understanding of regulatory changes, industry trends, and Treasury Management best practices.

Competencies
1. Gold Standard / Client Relations
2. Accountability / Dependability / Reliability
3. Integrity / Ethical Conduct
4. Teamwork / Interpersonal Skills / Active Listening
5. Job Knowledge / Job Responsibilities
6. Accuracy / Thoroughness / Attention to Detail
7. Technical Aptitude
8. Professional Verbal & Written Communication
9. Organizational Skills / Time Management
10. Responsive and flexible to other duties as assigned on an intermittent or regular basis as needed.

Requirements

Work Environment
This job operates in a clerical, office setting. This position uses standard office equipment such as computers, phones, photocopiers, scanners, fax machines and filing cabinets on a daily basis.

Physical Demands
Most of this position’s responsibilities and duties are performed sitting or standing at a workstation. Some filing and storage duties are required by this position. The ability to lift files, open filing cabinets, bend or stand on a stool, as well as loading and carrying boxes is a necessary ability. This position may be required to lift up to 50 pounds. The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Position Type/Expected Hours of Work
This position is classified as exempt by the Fair Labor Standards Act (FLSA). Typical hours will be Monday – Friday 8:00 am – 5:00 pm. Additional hours may be required.

Required Education & Experience
1. Bachelor’s Degree in Business or Communication
2. One or more years’ experience in a bank or financial institution environment

Preferred Education & Experience
1. Three or more years’ experience providing Treasury Management products and services

Additional Eligibility Qualifications
Pre-employment screening required including employment reference, criminal background check, credit check and possibly skills testing. This position is regularly exposed to sensitive information, trade secrets or proprietary information and the incumbent is required to keep any such information strictly confidential.

Bank Expectations of Employees
1. Adheres to Bank’s policies and procedures, including knowledge and comprehension of Bank Secrecy Act.
2. Acts as a role model both within and outside the Bank.
3. Exhibits a professional manner in dealing with others and works to maintain constructive working relationships.
4. Maintains a positive and respectful approach both verbally and in writing with superiors, colleagues, and individuals inside and outside of the Bank.
5. Performs duties as workload necessitates in a timely, accurate and thorough manner and is conscientious about assignments meeting department productivity standards.
6. Communicates regularly with supervisor about department issues.
7. Demonstrates flexible and efficient time management and ability to prioritize workload.
8. Consistently reports to work on time and prepared to perform duties of position.
9. Exhibits professional appearance in accordance with Signature Bank’s dress code standards.

The above job description is not designed to contain a comprehensive listing of activities, duties or responsibilities that are required to successfully perform this position. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Signature Bank, N.A. is an Equal Employment Opportunity, Affirmative Action Employer. We consider applicants for all positions without regard to race, color, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, ancestry, religion, genetic information, physical or mental disability (where otherwise qualified), and military or veteran status, or other status protected by applicable law.

Summary

Are you passionate about building strong client relationships and helping businesses succeed? Join our Treasury Management team and play a key role in delivering financial solutions that help clients manage their cash flow, improve efficiency, and achieve their business goals.

In this role, you will work closely with experienced Treasury Management professionals and commercial banking partners to develop treasury management expertise, strengthen client relationships, and identify opportunities to grow business portfolios. You'll serve as a trusted partner to clients by understanding their needs, recommending tailored solutions, and delivering exceptional service that creates long-term value.