Treasury Management Relationship Manager Associate

Regions Financial Corporation; Fort Worth (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

Job summary

Regions Financial Corporation in Dallas, Texas, is seeking a Treasury Management Relationship Manager Associate to partner with TMRMs, develop strategic research, and prepare proposals for client engagements. The role collaborates with Commercial Relationship Managers and product teams to prep meetings and materials.

Primary duties include industry research, pricing projections, and delivering tailored pitch books while leveraging TM solutions to meet client needs.

Qualifications

• Requires a Bachelor’s degree in a related field or a High School Diploma/GED with two years of Treasury Services Sales or related experience.
• Preferred: at least 1 year of banking experience, preferably in Treasury Management, and bilingual abilities.

Responsibilities

• Research industry and client-specific data to support sales strategies and meetings.
• Create customized pricing proformas for prospect proposals.
• Develop pitch books and materials tailored to client needs.
• Coordinate client meetings with relationship managers and product teams.
• Prepare working capital presentations to identify cash-flow opportunities.
• Respond to ad hoc data requests and prepare analyses for TM opportunities.

Skills

Multitasking

Excel

PowerPoint

Communication

Relationship building

Strategic thinking

Education

Bachelor’s degree in related field

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

Tools

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

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

Full time

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

Median:

$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.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Dallas Uptown

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.