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Encore Bank · 2 months ago

Treasury Management Relationship Manager

Dallas, TX, USA

Full-time

Onsite

Senior Level

7+ years exp

Encore Bank is a financial institution seeking a Treasury Management Relationship Manager to drive deposit and fee growth through strategic Treasury & Liquidity plans. The role involves collaborating with internal partners and managing a team to enhance client experiences and business development activities.

Banking

Responsibilities

Ability to achieve and manage a group of Treasury Management Sales Officers to successfully achieve the following responsibilities:

Demonstrates deep industry knowledge, either through direct experience or extensive client engagement

Maintains strong industry networks and participates in relevant associations and events

Keeps current with industry-specific technologies and trends

Capable of engaging in strategic conversations with stakeholders from CFO to Technology leadership

Fully accountable for TM revenue and deposit growth aligned with financial objectives

Actively monitors portfolio performance and identifies revenue levers

Maintains accurate and timely CRM data to support activity tracking and forecasting

Proactively addresses performance gaps and implements corrective actions

Develops and executes a comprehensive annual business plan for the supported LOB or market

Aligns strategy with broader organizational goals and identifies high-impact growth opportunities

Collaborates with Product, Sales, and LOB leaders to drive innovation and enhancements

Business plan includes SWOT analysis, targeted growth tactics, and quarterly performance reviews

Builds and maintains excellent rapport with Market Heads, Group Managers, and Relationship Managers

Conducts regular one-on-one meetings and activity reviews

Participates in client planning and adjusts tactics based on market shifts and priorities

Dedicates at least 75% of time to business development activities

Partners with Commercial RMs, CRA Officers, and Market Presidents to generate leads

Independently drives new business and manages the full client lifecycle

Maintains aggressive calling efforts, pipeline oversight, and responsiveness

Monitors portfolio trends including gainers/decliners, pricing events, and retention risks

Manages credit exits and service impacts to ensure portfolio stability and growth

Maintains high competency in specialized LOBs (e.g., CRE, C&I)

Stays fluent in all bank solutions and attends relevant educational events

Expands professional network and leverages peer learning

Performs all other tasks as assigned

Qualification

Treasury ManagementFinancial Sales/ConsultingCertified Treasury ProfessionalRelationship ManagementAnalytical SkillsMicrosoft Office SuiteNegotiation SkillsCommunication SkillsProblem-Solving SkillsTime ManagementOrganizational Skills