Treasury Management Relationship Manager

Reposted Yesterday
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Dublin, OH, USA
In-Office
Senior level
Fintech • Software • Financial Services
The Role
The role involves selling Treasury Management products, managing client relationships, analyzing financial statements, and supporting commercial lending efforts.
Summary Generated by Built In

Responsible for facilitating the outside sales of business deposit accounts and all Treasury products and services.  Build relationships with external clients as well as internal partners to enable strong referrals and solutions for client needs.

ESSENTIAL DUTIES and RESPONSIBILITIES:

  • Direct the outside sale of business deposit accounts and Treasury Mgt. products and services
  • Conduct sales calls on current and potential clients in partnership with commercial lending relationship managers and branch managers, as well as generating other leads independently
  • Analyze deposit statements from any financial institution, prepare written proposals and present these proposals to new/current clients
  • Manage client portfolio to maintain and grow relationships
  • Address complex issues by evaluating the significance of the issue and offering sound solution options that fit the client’s needs and wants
  • Install and troubleshoot remote deposit capture scanners, ACH services, online wires and services along with future Treasury products as needed
  • Cross sell additional products to other bank divisions such as Investments, Insurance, Trust, etc.
  • Maintain a profile in the community through membership in a service organization and participation in Chamber events
  • Support Treasury Management area and Commercial Lending in other duties as requested
  • Complete other duties as assigned

EDUCATION and/or EXPERIENCE:

  • Bachelor degree in Business Administration or Finance
  • Minimum of five (5) years banking experience with at least two (2) years of Treasury Management experience or Retail Banking experience with proven outside sales experience
  • Strong sales ability
  • Excellent interpersonal/people skills
  • Thorough knowledge of treasury/cash management products and services
  • Solid presentation skills
  • Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
  • Ability to clearly and effectively communicate both verbally and in writing
  • Proven ability to provide high quality customer service
  • Good analytical and problem solving skills
  • Frequent travel will be required using reliable personal transportation

OTHER SKILLS and ABILITIES:

  • Must have excellent judgment/decision making skills, time management and organizational skills
  • Must be able to work without supervision
  • Must be able to operate all general office equipment

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Qualifications Skills Required Sales Experience Intermediate Treasury Management Intermediate Education Required Bachelors or better. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.

Top Skills

Ach Services
Excel
Online Wires
Outlook
Treasury Management Products
Word
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The Company
HQ: Canfield, OH
347 Employees
Year Founded: 1887

What We Do

Founded in 1887, Farmers National Banc Corp. is a diversified financial services company headquartered in Canfield, Ohio, with over $5.0 billion in banking assets. Farmers National Banc Corp.’s wholly-owned subsidiaries are comprised of The Farmers National Bank of Canfield, a full-service national bank engaged in commercial and retail banking with 64 banking locations throughout Ohio and Pennsylvania; Farmers Trust Company, which operates six trust offices and offers services in the same geographic markets and Farmers National Insurance, LLC. Total wealth management assets under care at December 31, 2023 were $3.5 billion. For years to come, Farmers National Bank will continue to strive for innovative solutions for our customers, associates, shareholders, and the community.

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