Treasury Management Relationship Manager Associate

Regions Financial Corporation; Dallas, Northern (TX, KY); Hybrid; USD 54,000 - 66,000; Full time

Job summary

Regions Financial Corporation in Dallas, TX is seeking a Treasury Management Relationship Manager Associate (TMRM Associate) to support regional Treasury Management Relationship Managers in preparing for prospect and client engagements.

You will conduct industry and client research, develop pricing proformas, create pitch books, coordinate meetings, and contribute to working capital analyses and TM solutions positioning.

Qualifications

• Bachelor’s degree in related field.
• Or High School Diploma or GED with 2 years in Treasury Services Sales or related experience.
• Advanced user of Microsoft Office Suite, especially Excel and PowerPoint.

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.
• Conducts research and develops information for Portfolio Development Meetings.
• Prepares working capital presentations to identify opportunities to optimize cash flow and financial efficiency.
• Responds to ad hoc requests from TMRMs, including data analysis and reporting.
• Maintains and leverages TM product knowledge to position solutions during the sales process.

Skills

Multitasking

Strategic thinking

Verbal and written communication

Relationship building

Attention to detail

Education

Bachelor’s degree in related field

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

Tools

Microsoft Excel

PowerPoint

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