Treasury Management Strategy 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

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.