Develops sales strategy for the market appropriate to meet/exceed the stated new sales and portfolio goals
Meets regularly with Relationship Managers to identify opportunities and provide information on products, services and unique applications
Calls on both prospective and current clients to identify needs, propose solutions and address any servicing issues
Works with Product Management Partners where needed to develop sales proposals and determine pricing strategies
Conducts treasury services relationship reviews on top clients
Presents treasury service product training for officers and managers in all lines of business to keep them informed of products and services available to customers
Maintains up-to-date treasury management industry knowledge by participation in training opportunities and reading available literature

Bachelor's degree and ten (10) years in Treasury Services Sales or related experience
High School Diploma or GED and eleven (11) years in Treasury Services Sales or related experience
Certified Treasury Professional (CTP) designation
Excellent negotiating abilities
Demonstrated leadership abilities
Excellent verbal and written communication skills
Experience developing others as a mentor/leader
Positive reputation and network of industry contacts
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Advanced analytical and problem-solving skills
Advanced business acumen

Treasury Management Relationship Manager

Key skills