Treasury Management Relationship Manager I

Reposted 6 Days Ago
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Mansfield, OH, USA
Hybrid
Entry level
Fintech • Software • Financial Services
The Role
The Treasury Management Relationship Manager I is responsible for identifying clients, developing relationships, engaging associates, leading sales efforts for cash management products, and providing customer support.
Summary Generated by Built In

*Sponsorship not available

RESPONSIBILITIES

  • Identify prospective clients; develop relationships, identify and research needs, recommend Treasury management products and services  that solve customer needs
  • Contribute to fee revenue growth and profitability of business line by assessing appropriate fees and controlling expenditures
  • Engage Retail and Commercial associates by providing training and developing referral programs and sales incentive campaign
  • Development, implementation and reporting of a comprehensive sales plan encompassing prospecting, direct sales, customer service and compliance
  • Lead sales efforts and prepare documentation for cash management products including Business Online Banking, Bill Payment, OnSite Express Deposit, Positive Pay, ACH, Automated Lockbox, Virtual Safe, CDARS, Merchant Services, Sweep, Analysis, Business Check Card and Business Credit Card services
  • Serve as Division leader for merchant services product line
  • Provide representation on cash management sales task force for Division
  • Conduct external sales efforts as identified in department goals
  • Provide assistance with identification, innovation and implementation of new cash management products
  • Prepare agreements and proposals as needed
  • Provide ongoing customer service and support to Division customers as well as corporate personnel
  • Answer customer questions relating to Treasury management products, services and fees
  • Actively participate in professional organizations and business, community and civic events
  • Assume responsibility for customer problems and solve them quickly and efficiently
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks

  • Deliver a consistent, high level of service within our Serving More standards

  • Other duties as assigned

PHYSICAL REQUIREMENTS

This position must be able to remain in a stationary position a minimum of 40% of the time, constantly operate a computer 40% of the time, and be able to be in constant communication with customers, prospects, or coworkers to discuss and observe facts and data in order to exchange accurate information.

Qualifications Education Required High School or better. Preferred Associates or better. Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • High School diploma or equivalent required
  • Associates degree preferred
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The Company
HQ: Newark, Ohio
1,270 Employees
Year Founded: 1908

What We Do

Banking is about relationships more than money. We’re a family of successful community banking teams led by strong, local leadership. We connect the convenience and resources of a national bank with hands-on, personalized service. Our commitment to serving with integrity and reliability has led to relationships that last generations. Our size and strength give customers flexible, banking options and convenience with extensive branch and ATM coverage. A wide variety of secure digital services help people manage their money anytime, anywhere. We want customers to bank the way they want and benefit from accounts that work for them. Whether it’s a home or vehicle loan, business loan or line of credit, our customer’s financial goals are our priority. At our core, we’re a community bank. From personal connections to large-scale partnerships, we work hand-in-hand to positively impact our communities, one customer at a time. THE ASSOCIATE EXPERIENCE: At Park, banking is about more than money, and your job is more than the work you do. Experience a career that ignites your passion to serve, unlocks your potential to grow and fuels the life you want to build for yourself and those you love. This is the official page for Park National Bank, headquartered in Newark, OH. Member FDIC. Equal Housing Lender

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