Treasury Management Relationship Manager Associate

Regions Financial Corporation; Dallas (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Discretionary incentive plan

Job summary

Regions Financial Corporation is seeking a Treasury Management Relationship Manager Associate in Dallas, TX. The role partners with TMRMs to prepare for client engagements, applying strategic research and financial analysis to support proposals and meetings.

Responsibilities include developing pricing proformas, crafting pitch books, and coordinating at-client discussions. A Bachelor’s degree or equivalent Treasury Services experience is required, with strong Excel/PowerPoint skills and ability

Qualifications

• Bachelor’s degree in related field required or equivalent experience in Treasury Services Sales.
• Experience in Treasury Services Sales or related field preferred.
• Strong analytical and presentation skills.

Responsibilities

• Conducts industry and client-specific research for sales strategies and meeting preparation.
• Develops customized pricing proformas for prospect proposals.
• Creates pitch books and presentation materials tailored to client needs.
• Coordinates client meetings with TMRMs and Commercial Relationship Managers.
• Prepares working capital presentations to identify opportunities to optimize cash flow.

Skills

Microsoft Excel

PowerPoint

Office Suite Proficiency

multitasking

communication skills

relationship management

strategic thinking

Education

Bachelor’s degree in related field

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

Tools

Microsoft Office Suite

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

At Regions, the Treasury Management Relationship Manager Associate (TMRM Associate) partners with Treasury Management Relationship Managers (TMRMs) in preparing for prospect and key client engagements. The TMRM Associate role is critical in driving successful client interactions by providing strategic research, financial analysis, and proposals. This position will also collaborate between TMRMs, Commercial Relationship Managers and product teams to prepare and participate in client and prospect meetings.

Primary Responsibilities

• Conducts industry, client-specific research, and competitor bank information for sales strategies and meeting preparation
• Develops customized pricing proformas for prospect proposals
• Creates compelling pitch books and presentation materials tailored to client and prospect needs
• Collaborates with TMRMs and Commercial Relationship Managers to plan and coordinate client meetings, including agenda development and briefing materials
• Conducts research and develop information for Portfolio Development Meetings
• Completes client relationship reviews, including account schematics and relationship mapping
• Prepares working capital presentations to identify opportunities to optimize cash flow and improve financial efficiency
• Responds to ad hoc requests from TMRMs, including data analysis, reporting, and presentation materials
• Maintains and leverages product knowledge of Treasury Management (TM) solutions to identify client needs and how to position appropriate TM solutions during the sales process
• Uses data mining applications to identify TM opportunities within the client portfolios
• Works closely with key partners to develop and present revenue-generating strategies to clients and prospects.
• Participates in client and prospect calls to present strategic working capital data to obtain new business

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

Requirements

• Bachelor’s degree in related field
• Or High School Diploma or GED andtwo (2)years in Treasury Services Sales or related experience

Preferences

• 1 year banking experience, preferably in Treasury Management or Business/Commercial Banking
• Bilingual

Skills and Competencies

• Ability to manage multiple priorities and meet tight deadlines
• Advanced user of Microsoft Office Suite, especially Excel and PowerPoint
• Organized and detail oriented
• Relationship and partnership orientation
• Strategic thinking/problem solving
• Strong verbal and written communication ability

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$60,250.00 USD

50th Percentile:

$79,296.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Location:

Dallas, Texas

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.