Position Description
The position is responsible for managing a select group of Atlantic Union’s Treasury Management receipts products for commercial and business banking clients and prospects.
In this role, the individual is responsible for understanding and influencing the end to end delivery of their products, from the point of sale through implementation, operations, servicing, billing and reporting in order to grow the product and the profits.
This position will partner closely with the Treasury Management Officers (TMOs) in consulting on key opportunities offering specific product expertise necessary to deliver the best possible solution to the client.
Additionally, this role will require strong interactive partnerships with key operational and business partners to drive ongoing product development to support the strategic product roadmap.
Position Accountabilities
Proactively manages the Treasury Management receipts product suite, including lockbox, remote remittance capture, remote deposit capture and lockbox services
Works directly with finance area to understand product costing, profitability information and reporting
Conducts client penetration analysis to identify opportunities to grow fee and deposit revenue in existing client base
Develops actionable client target list for specific product offerings based upon applicable criteria
Builds profiles of various business sectors at Atlantic Union including profit, product usage, deposit growth and service growth
Supports annual pricing analysis and engages cross-functional teams to implement pricing changes
Monitors industry trends to identify product and service trends including new products/services or enhancements that are generating significant business demand
Develops repository of competitive product and pricing information to be used in RFP situations and/or new product development and strategy
Supports Treasury Management Officers to provide pricing for new business or rebids
Creates marketing and client team support materials to better position the products in the market as well as assisting in day to day client servicing
Develops and provides training for Treasury Management Officers on product features and benefits; product packaging, promotion and development of market
Supports launch of new products and services from business requirements to client delivery to drive revenue
Supports projects related to expansion of receipts product suite offerings
Supports risk and compliance and contract management activities related to receipts product suite
Provides sales support for complex receipts product deals
Conducts analysis on monthly receipts product suite KPIs and SLAs, working with internal teammates and vendors to drive efficiencies
Builds working relationships with sales, operations, digital strategy and client servicing partners to drive a superior client experience
Organizational Relationship
This position reports to Manager of Treasury Services Product Management.
Position Qualifications
Education & Experience
Bachelor’s degree required
10+ years of experience in financial services product management or related experience in banking services and/or product development
5+ years of experience related to treasury receipts and or digital channel product management, development or sales
Experience with vendor relationship management
CTP designation preferred
Knowledge & Skills
Demonstrated knowledge of Treasury Management products and concepts
Strong analytical and problem solving skills
Ability to work independently
Detail oriented, with strong organization skills
Team player, with the ability to work in a fast paced environment across multiple business lines
Excellent interpersonal, verbal and written communication skills
Proficiency in MS Office, Word, Excel and PowerPoint to support analytical and presentation needs
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc.
This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program.
General information on our comprehensive benefits package can be found by visiting https://www.
atlanticunionbank.
com/about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran.
We maintain a drug-free workplace.
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