Treasury Management Strategy & Proposals Associate

Regions Bank; 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

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank is seeking a Treasury Management Relationship Manager Associate (TMRM Associate) to support prospect and client engagements with strategic research, financial analysis, and proposals. You will collaborate with TMRMs, Commercial Relationship Managers, and product teams to prepare for client meetings and portfolio reviews.

The role emphasizes organization, advanced Excel/PowerPoint skills, and the ability to synthesize data into actionable working capital strategies for clients and

Qualifications

• Bachelor’s degree in related field
• High School Diploma or GED with 2 years in Treasury Services Sales or related experience
• 1 year banking experience preferred (Treasury Management or Business/Commercial Banking)
• Bilingual is a plus

Responsibilities

• Research industry, client-specific data and competitor information for sales strategy and meeting prep.
• Develop pricing proformas for prospect proposals.
• Create pitch books and materials tailored to client needs.
• Coordinate client meetings with TMRMs and Commercial Relationship Managers.
• Prepare information for Portfolio Development Meetings.
• Complete client relationship reviews and relationship mapping.
• Prepare working capital presentations to identify cash flow opportunities.
• Respond to data analysis and presentation requests from TMRMs.
• Maintain knowledge of Treasury Management solutions to position them to clients.
• Use data mining to identify TM opportunities within client portfolios.
• Collaborate with partners to develop revenue-generating strategies.
• Participate in client calls to present strategic working capital data for new business.

Skills

Multitasking

Excel

PowerPoint

Attention to detail

Communication

Strategic thinking

Problem solving

Verbal communication

Education

Bachelor’s degree

High school diploma or GED + 2 years Treasury Services Sales

Tools

Microsoft Office

CRM software

Job description

Regions Bank is seeking a Treasury Management Relationship Manager Associate (TMRM Associate) to support prospect and client engagements with strategic research, financial analysis, and proposals. You will collaborate with TMRMs, Commercial Relationship Managers, and product teams to prepare for client meetings and portfolio reviews.

The role emphasizes organization, advanced Excel/PowerPoint skills, and the ability to synthesize data into actionable working capital strategies for clients and