Treasury Relationship Manager

Overview The Treasury Management Manager is responsible for selling or refining the breadth of transaction services solutions to new and existing clients; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep Southern Bank competitive.

Responsibilities

Proactively coordinate and identify new prospects and calling plans by partnering with Branch Retail Managers and effectively evaluating client portfolios to achieve sales goals;

Cross‑sell treasury management products to existing customers. Responsible for expanding relationships for all treasury services to gain maximum client share of wallet;

Maximize customer opportunity by building total relationship and cross‑sell to other lines of business. Accountable for generating fee and margin revenue, new investment balances, cross‑sell to other Treasury Solutions products and new DDA balances;

Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs;

Makes cold calls to prospective customers via phone or in person, if needed, generates prospect lists and cultivates referral sources;

Attend joint meeting with clients and BRMs, Market team members, Community Bank Presidents and loan officers primarily via phone focusing on business banking sales segment;

Act as the advocate across footprint to support and drive the value of Cash Management to existing and new to bank clients;

Works closely with commercial lenders to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers;

Lead the cultivation and maintenance of a strong sales pipeline for treasury solutions;

Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business;

Entertains clients at networking events, lunches, dinners or other events as needed, which may require after hour attendance;

Ensures the proper onboarding of new treasury management customers with the help of the Treasury Management Specialists;

Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training;

Tracks all sales‑related activities as well as what is required by management;

Obtains necessary documentation, account opening and onboard for all Treasury Management products and cash management services;

Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services. Assists with training internal customers on all Treasury Management products;

Schedules installation and training with external customers for all Treasury Management products via telephone, webinar, or onsite sessions;

Assists with maintaining implementation procedures and Treasury Management product guides;

Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes and technologies;

Aids in providing training and continuing education to lenders and retail associates to ensure they are current on treasury management products;

Qualifications

Strong leadership and relationship building skills;

Ability to effectively solve problems, present solutions and resolve conflicts;

Strong interpersonal, verbal and written communication skills;

Creative, analytical and takes initiative, along with a strong attention to detail;

Ability to work on competing priorities in a fast paced environment with competing priorities;

Experience with annual sales planning, forecasting, and competitive benchmarking;

Experience creating, analyzing and delivering sales funnel performance reports;

Self‑starter and highly motivated;

Excellent written and oral communication;

MS Office programs;

Ability to learn various banking systems in a quick and proficient manner;

High School Diploma or equivalent;

1‑3 years of applicable customer‑facing experience;

Bachelor’s Degree in a business‑related field preferred.

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