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Account Manager - Treasury Management

Build and maintain long-term client relationships to expand treasury management services
St. Louis, Missouri, United States
Senior
$62,000 – 107,000 USD / year
23 hours agoBe an early applicant
Commerce Bank

Commerce Bank

A financial institution offering banking, loans, and financial services to individuals and businesses across the United States.

9 Similar Jobs at Commerce Bank

Treasury Management Account Manager II

The main purpose of this job is to serve as the primary client contact for maintenance and retention activity and proactively identify cross-selling product opportunities. As a Treasury Management Account Manager II, you'll be required to consistently meet balance, Treasury Services revenue, and profit budgets. You'll also be the key person in charge of building a strong, long-running relationship with our customers.

Essential functions include:

  • Serve as the primary client contact for maintenance and retention activity and proactively identify cross-selling product opportunities
  • Identify potential solutions to client needs as requested, or because of needs analysis and identification in partnership with the client team to support business goals
  • Collaborate with implementation partners to ensure timely delivery of Treasury Solutions to clients and post-sale satisfaction
  • Independently manage building and preparing relationship reviews and follow-ups
  • Ensure appropriate credit approval is in place for selected products and ensure ongoing compliance
  • Participate and identify with internal projects and process improvements
  • Perform automated clearing house and remote deposit audits and variance reports
  • Run pricing/cost benefit models; confer with sales officer regarding profitability of relationships and any price negotiation needed
  • Assist the sales officer in relationship planning, gather information regarding prospects and update plans as needed
  • Perform other duties as assigned

Knowledge, skills, and abilities required include:

  • Intermediate understanding of Treasury product knowledge, go to market strategy, and customer onboarding processes
  • Intermediate understanding of bank operations and the cash management sales process
  • Strong problem-solving, sales, and presentation skills
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Intermediate level proficiency with Microsoft Word, Excel, and Outlook

Education and experience required:

  • Bachelor's Degree with an emphasis in Business Administration, Accounting, or equivalent combination of education and experience required
  • 3+ years experience in the financial services industry or within Treasury Management Sales, Product Management or Payment System Operations required
  • Familiarity with banking payment system regulations, transaction processing and corporate treasury function preferred
  • Prior sales and contract negotiation experience preferred
  • Working knowledge of Revenue Cycle collection/payment processes and strategies preferred
  • Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) certifications preferred

Compensation range: Annual Salary from $62,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.)

Location: 8001 Forsyth Blvd, St. Louis, Missouri 63105

Time Type: Full time

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Account Manager - Treasury Management
St. Louis, Missouri, United States
$62,000 – 107,000 USD / year
Customer Success
About Commerce Bank
A financial institution offering banking, loans, and financial services to individuals and businesses across the United States.