Treasury Management Relationship Manager

Summary:

The position of Treasury Management (TM) Relationship Manager is responsible for developing, implementing, and servicing TM services for new and existing clients for St. Joseph and Branch counties. This includes coordinating with commercial lending and branch staff to identify potential TM relationships, leading the sales and implementation process, and ongoing consultative support for TM clients. Additionally, this position will actively seek new municipal deposit account acquisition including related TM services for municipalities. Overall focus should be toward sales strategies that support revenue growth and business development efforts.

This position will adhere to all applicable State and Federal banking regulations and bank policies and procedures including but not limited to the Bank Secrecy Act/Anti Money Laundering Program and Information Systems policies a required by Sturgis Bank.

Key Responsibilities:

• Become expert in Bank products and processes to best prepare sales presentations, explain services offered, and recommend services which would be most beneficial to clients.
• Serve as a trusted advisor for TM and Municipal clients to develop, manage, and retain profitable relationships by understanding the clients' needs and business processes.
• Make in-person customer calls both solely, and jointly (with internal partners) as appropriate.
• Build and maintain productive and collaborative internal relationships with the commercial team and other business partners and demonstrate an ability to contribute to client sales and service.
• Accurately prepare and ensure client execution of TM set-up, maintenance, customer due diligence and other required documentation.
• Partner with internal operations team to ensure superior on-boarding resulting in an excellent client experience.
• Advance internal partner understanding of TM solutions by sharing industry expertise, educating during internal meetings, responding to requests for information, etc.
• Increase Sturgis Bank community brand awareness and strengthen prospect and client relationships through client presentations/seminars, partnering with other trusted advisors in-market, representing the Bank at community events, and other activities.
• Accurately record sales activities such as pipeline opportunities, calls, and customer notes in CRM system.
• Adhere to all policies and procedures.
• Attain or exceed annual sales goals.

Supervisory Responsibilities

• This job has no supervisory responsibilities.

Qualifications

• Excellent sales skills as well as strong written, verbal and interpersonal skills to communicate effectively throughout the Bank and with prospects/clients, to represent the Bank positively to the public, and to acquire new business from current clients and prospects.
• A high degree of client service.
• Working knowledge of Microsoft Office programs such as Outlook, Word Excel.
• Ability to multi-task, organize and prioritize.

Education and/or Experience

• Bachelor's Degree preferred.
• Banking experience preferred.
• Computer proficiency with basic Microsoft Office applications (ex. Word, Excel, Access, and Outlook).
• Ability to meet strict deadlines and manage workload using effective prioritization and time management.

Certificates, Licenses, Registrations

• Not applicable.

Work Environment:

General office working conditions exist. Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal. Employee should be comfortable utilizing their personal vehicle to meet with clients and attend bank meetings.