Treasury Management Relationship Manager

Liberty Bank - CT•New Haven, CT

10d•$130,000 - $160,000

About The Position

The Treasury Management Relationship Manager provides professional, consultative sales of Treasury Management solutions by acquiring new customers and deepening existing customer relationships. The role supports business, commercial, and government clients by providing specialized advice on Treasury Management solutions and contributes to revenue growth and deposit generation. The position develops and executes client calling and prospecting strategies, conducts needs-based discovery, prepares customer presentations, and responds to Requests for Proposals. It works in coordination with Commercial Relationship Managers and Branch Managers to identify leads and conduct joint calls, while promoting client retention and referrals for other bank products and services. The role also requires maintaining and refining knowledge of Treasury Management products, services, industry practices, and pricing, and communicating implementation timelines in line with customer expectations. The role requires travel throughout Liberty’s commercial footprint, indicated as 80%. Salary range is $130,000–$160,000, with eligibility for performance-based annual incentives. Liberty Bank is an Equal Opportunity employer and describes commitments to equal employment opportunity, affirmative action, fair lending, and socially responsible and sustainable initiatives.

Requirements

Five or more years of outside Treasury Management sales and relationship experience preferred.
Proven verbal and written communication and presentation skills.
Critical and strategic thinking and problem-resolution skills.
Demonstrated experience understanding business cash flow.
Proficiency with Microsoft Office at intermediate level or higher.
Ability to travel throughout Liberty’s commercial footprint (80%).

Nice To Haves

Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) certification.

Responsibilities

Grow revenue and generate deposits through client calling, prospecting, sales activity, and customer relationship development.
Build and execute call plans, calling strategies, and customer presentations to meet sales and call goals.
Conduct professional, needs-based discovery conversations with business, commercial, and government clients and prospects to identify Treasury Management opportunities.
Research and build prospect lists and pursue potential clients through Centers of Influence and other avenues.
Meet with prospects and existing customers through in-person visits, phone calls, and written communications.
Proactively work with Commercial Relationship Managers and Branch Managers to develop Treasury Management leads and conduct joint calls.
Generate new commercial deposit relationships and enhance client retention.
Promote cross-bank collaboration by providing referrals for other bank products and services.
Respond to Requests for Proposals.
Understand and communicate implementation timelines in alignment with customer expectations.
Maintain and continuously refine knowledge of Treasury Management industry products, services, and pricing.