Account Manager – Treasury Management

Commerce Bank

2d•Onsite

About The Position

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.

Requirements

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
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

Nice To Haves

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

Responsibilities

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