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Treasury Client Relationship Manager I

5 hours ago

Wakefield, Michigan, United States Eastern Bank Careers Full time
  • Under direction of SVP, Treasury Services Manager and with support from the Treasury Services Client Delivery Manager, this role manages a portfolio of corporate clients assigned to Treasury Services.  A key focus of this role is to retain and grow client deposit balances while identifying and executing opportunities to drive additional revenue through cross-sell and product expansion.  Regular client calling and travel to client sites across the footprint is a major component of the role. 
    The Treasury Client RM I also provides support to internal clients, including Treasury Services Sales and Implementation, Commercial Banking, Business Banking and Private Banking, as well other divisions.

    2. MAJOR RESPONSIBILITIES:
    Conduct proactive relationship management for clients assigned to the Treasury Services P&L. Maintain a minimum of four annual touchpoints (more for Top 25 clients), document in CRM (Salesforce), and actively pursue opportunities to retain balances and grow revenue through product utilization, expansion and client referrals. 

     
  • Assist large corporate clients on a daily basis; functions include resolving complex cash management issues and requests, educating clients on fraud and safeguarding deposits, deposit account servicing and customer support. 

     
  • Support onboarding team on complex implementations and training. Train customers on basic cash management functions as needed due to volumes and SLAs. 

     
  • Act as a resource assisting other areas of the bank, including the Business Services Team, Commercial Division, Retail and Operations with cash management issues and needs. 

     
  • Participate in enterprise-wide projects as needed, leveraging cash management skill set to add client and operational insights to key initiatives. 

    3. PROBLEM SOLVING & DECISION MAKING:
    This employee is required to perform assigned job duties independently. This employee is accountable for the quality and quantity of work within the department and for completing follow-up in a timely manner.

    4. REQUIREMENTS:
    Education and Experience:
     5+ years Banking experience
     2+ years Cash Management experience

    5. SKILLS/KNOWLEDGE: 
    Strong organizational and communication skills

Strong sense of urgency & ability to independently manage time/workload

Experience/Comfort with quantifiable revenue goals
Basic working understanding of cash management products and tools, including account analysis accounts and functionality, and general deposit account knowledge
Proficiency with Microsoft Office Excel, Word, FIS Tools, Salesforce, and Cash Management-specific platforms such as Bottom-line Technologies, ERP Solutions, and Remote Capture platforms preferred