Treasury Management Strategy & Proposals Associate

Regions Financial Corporation; Town of Texas (WI); 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 Financial Corporation in Dallas, TX is seeking a Treasury Management Relationship Manager Associate (TMRM Associate) to support sales through research, financial analysis, and proposals. You will collaborate with TMRMs, Commercial Relationship Managers and product teams to prepare for client and prospect meetings.

The role requires a Bachelor's degree or equivalent experience, strong Excel and PowerPoint skills, and the ability to manage multiple priorities while delivering compelling

Qualifications

• Bachelor's degree in a related field is required.
• High School Diploma or GED with two years in Treasury Services Sales or related experience.

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

Skills

Strategic thinking

Problem solving

Communication (verbal & written)

Relationship management

Project prioritization

Microsoft Office (Excel, PowerPoint)

Education

Bachelor's degree in related field

High School Diploma or GED with 2 years Treasury Services experience

Tools

Excel

PowerPoint

Job description

Regions Financial Corporation in Dallas, TX is seeking a Treasury Management Relationship Manager Associate (TMRM Associate) to support sales through research, financial analysis, and proposals. You will collaborate with TMRMs, Commercial Relationship Managers and product teams to prepare for client and prospect meetings.

The role requires a Bachelor's degree or equivalent experience, strong Excel and PowerPoint skills, and the ability to manage multiple priorities while delivering compelling