Treasury Management Strategy & Relationship Associate

Regions Financial Corporation; Dallas (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Discretionary incentive plan

Job summary

Regions Financial Corporation is seeking a Treasury Management Relationship Manager Associate in Dallas, TX. The role partners with TMRMs to prepare for client engagements, applying strategic research and financial analysis to support proposals and meetings.

Responsibilities include developing pricing proformas, crafting pitch books, and coordinating at-client discussions. A Bachelor’s degree or equivalent Treasury Services experience is required, with strong Excel/PowerPoint skills and ability

Qualifications

• Bachelor’s degree in related field required or equivalent experience in Treasury Services Sales.
• Experience in Treasury Services Sales or related field preferred.
• Strong analytical and presentation skills.

Responsibilities

• Conducts industry and client-specific research for sales strategies and meeting preparation.
• Develops customized pricing proformas for prospect proposals.
• Creates pitch books and presentation materials tailored to client needs.
• Coordinates client meetings with TMRMs and Commercial Relationship Managers.
• Prepares working capital presentations to identify opportunities to optimize cash flow.

Skills

Microsoft Excel

PowerPoint

Office Suite Proficiency

multitasking

communication skills

relationship management

strategic thinking

Education

Bachelor’s degree in related field

High School Diploma or GED with 2 years Treasury Services Sales experience

Tools

Microsoft Office Suite

Job description

Regions Financial Corporation is seeking a Treasury Management Relationship Manager Associate in Dallas, TX. The role partners with TMRMs to prepare for client engagements, applying strategic research and financial analysis to support proposals and meetings.

Responsibilities include developing pricing proformas, crafting pitch books, and coordinating at-client discussions. A Bachelor’s degree or equivalent Treasury Services experience is required, with strong Excel/PowerPoint skills and ability