Deposit Growth Lead for High-Net-Worth Clients

RockBridge Search & Recruitment; Seattle (WA); On-site; USD 140,000 - 180,000; Full time

Job summary

RockBridge Search & Recruitment in Seattle, WA seeks a Deposit Relationship Manager to own a book of commercial and high-net-worth deposit clients, driving growth and strategic treasury relationships.

This role emphasizes relationship banking, liquidity solutions, and proactive financial insights, with a compensation package including $140,000–$180,000 salary plus performance incentives and opportunities for advancement.

Qualifications

• 5+ years of experience in commercial banking, treasury management, or deposit-focused relationship management
• Proven success growing deposit portfolios and cultivating long-term client relationships
• Strong understanding of deposit products, cash management solutions, and banking regulations
• A strategic mindset paired with a natural ability to connect, influence, and build trust
• Excellent communication skills—equally effective in boardrooms and casual client conversations
• Bachelor’s degree in Finance, Business, or related field (preferred)

Responsibilities

• Build & Expand Relationships: Develop and manage a robust portfolio of commercial and private banking clients, with a sharp focus on growing deposit balances and treasury relationships.
• Drive Deposit Strategy: Design tailored deposit solutions that align with client goals—optimizing liquidity, yield, and accessibility.
• Be a Trusted Advisor: Move beyond transactions. Understand client businesses, anticipate needs, and deliver proactive financial insights.
• Collaborate to Win: Partner with lenders, treasury teams, and leadership to uncover cross-sell opportunities and deliver a seamless client experience.
• Prospect with Purpose: Identify and pursue new business opportunities through networking, referrals, and market intelligence.
• Own the Numbers: Manage portfolio performance, track growth metrics, and consistently exceed deposit and relationship targets.
• Champion Client Experience: Deliver white-glove service that turns clients into long-term advocates.

Education

Bachelor’s degree in Finance, Business, or related field

Job description

RockBridge Search & Recruitment in Seattle, WA seeks a Deposit Relationship Manager to own a book of commercial and high-net-worth deposit clients, driving growth and strategic treasury relationships.

This role emphasizes relationship banking, liquidity solutions, and proactive financial insights, with a compensation package including $140,000–$180,000 salary plus performance incentives and opportunities for advancement.