Treasury Management Strategy Associate – Client Proposals

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

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.