Treasury Sales & Relationship Growth Manager

Jobtailor

California (MO)

On-site

USD 85,000 - 120,000

Full time

5 days ago
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Job summary

Jobtailor is seeking a Treasury Management Relationship Manager to own high‑value client relationships, drive portfolio growth, and expand revenue across the assigned segment and region.

You will conduct proactive outbound calls, identify new business opportunities with existing clients, and coordinate with TMCs and banking partners to sell PMI products while ensuring compliance with policies.

Qualifications

  • Bachelor's degree, or equivalent work experience.
  • Three to five years of treasury management experience.
  • Thorough knowledge of treasury management and other bank products and services.
  • Strong sales/business development and relationship management skills.
  • Ability to work effectively with individuals, groups, and vendors across the company to manage customer relationships.
  • Well-developed analytical and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Ability to conduct outbound calls and sell PMI products.
  • Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
  • Must comply with applicable employment eligibility verification requirements.

Responsibilities

  • Own relationship management activities for high-value and other key relationships in the assigned business segment, geographical region, or specialized vertical
  • Assume full responsibility for portfolio growth and expansion of cumulative relationships in conjunction with TMCs and other banking partners
  • Identify and refer new business opportunities with existing clients to TMCs and support the sales process
  • Monitor and enhance relationship profitability
  • Proactively take action to mitigate client and revenue attrition
  • Conduct outbound calls and sell PMI products

Skills

Treasury Management Experience
Sales/Business Development Skills
Relationship Management Skills
Analytical and Problem-Solving Skills
Verbal and Written Communication

Education

Bachelor's degree or equivalent

Tools

PMI Product Sales

Job description

Jobtailor is seeking a Treasury Management Relationship Manager to own high‑value client relationships, drive portfolio growth, and expand revenue across the assigned segment and region.

You will conduct proactive outbound calls, identify new business opportunities with existing clients, and coordinate with TMCs and banking partners to sell PMI products while ensuring compliance with policies.

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