Treasury Management Strategy & Proposals Associate

Regions Bank; Birmingham (AL); On-site; USD 52,000 - 63,000; 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 Bank is seeking a Treasury Management Relationship Manager Associate (TMRM Associate) in Birmingham, AL. You will partner with TMRMs and Commercial Relationship Managers to prepare for client engagements, develop pricing, and create compelling presentations.

The role requires a Bachelor’s degree or 2 years in Treasury Services Sales, with strong Excel/PowerPoint skills and the ability to manage multiple priorities while delivering strategic working capital insights.

Qualifications

• Bachelor’s degree in related field or 2 years in Treasury Services Sales or related experience.
• 1 year banking experience, preferably in Treasury Management or Business/Commercial Banking.
• Bilingual preferred.

Responsibilities

• Conducts industry, client-specific research and competitor bank information for sales strategies and meeting preparation.
• Develops customized pricing proformas for prospect proposals.
• Creates pitch books and presentation materials tailored to client and prospect needs.
• Plans and coordinates client meetings with TMRMs and Commercial Relationship Managers, including agenda and briefing materials.
• Prepares working capital presentations to identify opportunities to optimize cash flow and financial efficiency.
• Responds to ad hoc requests from TMRMs, including data analysis, reporting, and presentation materials.
• Maintains and leverages TM knowledge to identify client needs and position TM solutions.
• Uses data mining to identify TM opportunities within client portfolios.
• Collaborates to present revenue-generating strategies to clients and prospects.
• Participates in client/prospect calls to present strategic working capital data.

Skills

Industry research

Pricing proformas

Pitch books

Client meetings

MS Office (Excel, PowerPoint)

Organization

Relationship building

Strategic thinking

Deadline management

Verbal and written communication

Education

Bachelor's degree

2 years in Treasury Services Sales or related experience

Tools

Microsoft Office Suite

Job description

Regions Bank is seeking a Treasury Management Relationship Manager Associate (TMRM Associate) in Birmingham, AL. You will partner with TMRMs and Commercial Relationship Managers to prepare for client engagements, develop pricing, and create compelling presentations.

The role requires a Bachelor’s degree or 2 years in Treasury Services Sales, with strong Excel/PowerPoint skills and the ability to manage multiple priorities while delivering strategic working capital insights.