Treasury Management Relationship Manager Associate – Commercial Card

Posted 7 Days Ago
Be an Early Applicant
2 Locations
55K-72K Annually
Junior
Fintech
The Role
The Treasury Management Relationship Manager Associate assists in supporting sales and retention strategies for Treasury Management relationships. Responsibilities include preparing sales proposals, conducting research, and collaborating with the Treasury Management and Commercial Banking teams to enhance client interactions and meetings.
Summary Generated by Built In

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions the Treasury Management Relationship Manager Associate (TMRM Associate) supports Treasury Management Relationship Managers (TMRM) with sales and retention strategies supporting significant TM relationships.  The TMRM Associate assists TMRM in preparing for client and prospect meetings through research, preparing of sales proposals, and annual TM reviews.  This position will also support collaboration between TMRM, Commercial RM and product teams to prepare for client or prospect meetings. 

Primary Responsibilities

  • Supports TMRM team in relationship responsibilities, including interaction with current and prospective clients
  • Interfaces and builds client relationships working with TMRM team to ensure quality account support
  • Prepares written material, including pitches, proposals, client materials and associated supporting analyses
  • Completes client industry and bank research, as well as comparisons to peers within the industry
  • Conducts sales and annual Review presentations
  • Reviews client account schematics
  • Operates as a Cash Flow Advisor – partnering with Credit Products for key working capital metrics
  • Executes on other items as requested for specific client and prospect meetings

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

Requirements

  • Bachelor’s degree in related field
  • or High School Diploma or GED and two (2) years in Treasury Services Sales or related experience

Preferences

  • 1 year banking experience, preferably in Treasury Management or Business/Commercial Banking
  • Bi-lingual

Skills and Competencies

  • Relationship and partnership orientation
  • Strategic thinking/problem solving
  • Strong verbal and written communication ability
  • Organized and detail oriented
  • Advanced user of PowerPoint, Excel and Word skills

*This role provides support to the Treasury Management Sales and/or Commercial Card Sales teams, helping with client and prospect research, preparing sales proposals, and assisting with annual Treasury Management reviews.  Additionally, this position will also support collaboration between the Treasury Management Sales team, Commercial Relationship Managers, and product teams to prepare for client or prospect meetings. 

*Supports Treasury Management Sales team and/or Commercial Card Consultants in relationship responsibilities, including interaction with current and prospective clients

*Interfaces and builds client relationships working with the Treasury Management Sales team and/or Commercial Card Consultant team to ensure quality account support

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$55,436.15 USD

Median:

$72,000.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.


https://www.regions.com/welcometour/benefits.rf

Location DetailsAtlanta Midtown

Location:Atlanta, Georgia

Bring Your Whole Self to Work  

   

We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where all people can do their best work and thrive is the right thing to do.

   

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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The Company
HQ: Birmingham, AL
18,851 Employees
On-site Workplace
Year Founded: 1971

What We Do

Regions Financial Corporation (NYSE:RF), with $144 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,300 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.


Our Company Mission

We are Regions. And ours is a vibrant mission. Make life better. Make life better for associates. Make life better for our customers. Make life better for our communities. This is our roadmap to success. Our roadmap to create strong, consistent shareholder value.

Regions'​ five core values guide everything we do:

• Do What Is Right
• Put People First
• Reach Higher
• Focus On Your Customer
• Enjoy Life

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