Senior Liquidity Specialist: Onsite
About The Position
The Senior Liquidity Specialist serves as a subject matter expert responsible for executing the Regional Banking Deposit & Liquidity Strategy to drive revenue growth, portfolio expansion, and client engagement. This role partners with Business Relationship Managers (RMs), Treasury Management Advisors (TMAs), and internal Deposit Product & Pricing teams to deliver consultative liquidity solutions for complex Regional Banking clients. As a product-agnostic advisor, the Senior Liquidity Specialist partners with a region to assist in managing a client portfolio, uncovers opportunities, leads liquidity reviews, and contributes to strategic client planning in alignment with enterprise policies and risk standards.
Requirements
- 5+ years of experience in Institutional, Commercial or Business Banking or a related role within a financial institution
- Bachelor’s Degree
Nice To Haves
- Strong knowledge of bank liquidity products, including deposit and Treasury Management solutions
- Business deposit product expertise, including Transaction Accounts, Money Market/Savings, Time Deposits, and Insured Cash Sweep (ICS), as well as Treasury Management solutions
- Strong financial modeling and analytical skills, with the ability to assess client financials and develop optimized liquidity strategies
- Understanding of the liquidity spectrum and related product solutions
- General knowledge of regional banking client needs and financial solutions
- Proven ability to lead strategic discussions and influence cross-functional stakeholders
- Familiarity with AI and advanced analytics tools used to evaluate client data and recommend optimized liquidity solutions
Responsibilities
- Serve as a banker-facing liquidity subject matter expert for complex regional banking clients (e.g., business with annual revenue > $10MM)
- Proactively identify opportunities through portfolio analysis, financial statement analysis, lead generation, and partnership with RMs, Deposit Pricing Analysts and TMA teams
- Assist with client liquidity reviews; develop and present tailored, client-aligned solutions
- Partners across banking, Treasury Management, Commercial, Capital Markets, and other product teams to support client strategy and execution
- Provide industry and segment insights, including trends, risks, and liquidity best practices
- Present liquidity insights and pipeline updates in team and segment forums
- Partner with Deposit Pricing and Capital Markets on exception pricing to align with client strategies
- Maintain accurate pipeline management, reporting, and activity tracking
- Communicate effectively with Regional bankers across in-person and virtual channels
- Support development of sales tools, training materials, and enablement resources
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
