Relationship Manager

CivicMinds, Inc; Monterey Park (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

CivicMinds, Inc. is seeking a Special Deposits Relationship Manager in Monterey Park, CA. This full-time role focuses on generating core deposit relationships and treasury management revenue within HOA, property management, escrow/title, and other deposit-intensive segments.

You will manage client relationships, develop strategic plans, and coordinate treasury services onboarding to ensure superior service. Strong sales experience and knowledge of treasury products are required.

Qualifications

• Proven sales and business development ability.
• Strong understanding of commercial banking and treasury management products.
• Ability to identify client needs and provide consultative solutions.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to build relationships with clients, referral sources, and internal business partners.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong interpersonal and customer service skills.

Responsibilities

• Generate new core operating deposits and treasury management revenue through active prospecting and networking.
• Develop and execute strategic business development plans to hit deposit goals.
• Build and maintain relationships with CPAs, attorneys, property managers, escrow officers, HOA management, trust professionals, and other referrals.
• Maintain an active calling program focused on new client acquisition and relationship expansion.
• Identify opportunities to deepen relationships through treasury management services and other bank products.
• Maintain a robust pipeline of prospects and referral sources.
• Represent the Bank at industry events and trade shows.
• Develop trusted advisor relationships by understanding clients' business needs and operations.
• Create relationship plans for key clients and prospects.
• Monitor relationship profitability and identify growth opportunities.
• Coordinate internal resources to meet client needs efficiently.
• Serve as primary point of contact for assigned clients.
• Ensure seamless onboarding and implementation of treasury services.
• Anticipate client needs and coordinate resources to deliver exceptional service.
• Resolve client issues promptly while maintaining high satisfaction.
• Advise management on potential process and product improvements.
• Perform other duties as assigned by Manager.
• Comply with BSA training and procedures.
• Stay up to date with MSB regulations.

Skills

Sales & BD

Treasury products knowledge

Relationship building

Communication skills

Organization & time mgmt

Multitasking

Interpersonal skills

Education

Bachelor's degree in general business or finance

Job description

Position: Special Deposits Relationship Manager

Location: Monterey park, CA | Shoreline, WA

Mode: Full-time

Job Summary:

The Special Deposits Relationship Manager is responsible for generating new core deposit relationships and treasury management revenue within specialized industry segments including HOA, property management, escrow and title companies, trust and fiduciary services, professional services firms, and other deposit-intensive industries.

Essential Job Functions:

Business Development & Deposit Generation:

• Generate new core operating deposits and treasury management revenue through active prospecting, networking, referrals, and business development activities.
• Develop and execute strategic business development plans to achieve annual deposit production goals.
• Build and maintain relationships with centers of influence including CPAs, attorneys, property managers, escrow officers, HOA management companies, trust professionals, and other referral sources.
• Maintain an active calling program focused on new client acquisition and relationship expansion.
• Identify opportunities to deepen relationships through treasury management services, payment solutions, and other bank products.
• Develop and maintain a robust pipeline of prospects and referral sources.
• Represent the Bank at industry events, trade shows, networking events, and professional association meetings.

Relationship Management (White-Glove Service):

• Develop trusted advisor relationships with clients by understanding their business operations, industry challenges, and banking needs.
• Create relationship plans for key clients and prospects.
• Monitor relationship profitability and identify opportunities for growth.
• Coordinate internal resources to ensure client needs are met efficiently and professionally.
• Serve as the primary point of contact for assigned clients.
• Ensure seamless onboarding and implementation of treasury services.
• Anticipate client needs and coordinate internal resources to deliver exceptional service.
• Resolve client issues promptly and effectively while maintaining a high level of client satisfaction.

Secondary Job Functions:

• Advise management on potential improvements of process and/or products.
• Perform other duties and responsibilities as required or assigned by Manager.
• Comply with all BSA and other Bank’s training and procedures.
• Keep up to date with all MSB regulations and requirements.

Qualifications/Requirements:

• Minimum five (5) years of commercial deposit production, treasury management sales, or specialty relationship management experience.
• Demonstrated history of generating new core operating deposits and treasury management revenue.
• Existing network of industry contacts, referral sources, and business relationships preferred.
• Strong treasury management product knowledge including ACH, Wires, Positive Pay, RDC, Commercial Cards, Merchant Services, Pricing of Analysis Account, and Online Banking.
• Preferred Industry Experience in:
• HOA Banking
• Property Management Banking
• Escrow and Title Banking
• Trust and Fiduciary Banking
• Professional Services Banking (legal, medical, accounting)
• Import / Export and Trade Finance

Knowledge:

• Proven sales and business development ability.
• Strong understanding of commercial banking and treasury management products.
• Ability to identify client needs and provide consultative solutions.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to build relationships with clients, referral sources, and internal business partners.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong interpersonal and customer service skills.

The Ability to:

• Apply general rules to specific problems to produce answers that make sense.
• Ability to effectively interact with all Bank departments and levels of management and employees.
• Give full attention to what other people are saying, understanding the points being made, asking questions as appropriate.
• Identify deficiencies, create/improve procedures, policies and practices to improve operational efficiency of the Bank.

Physical Requirements:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is occasionally required to:
• stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk to hear.
• The employee must occasionally lift and/or move up to 25 pounds.
• While performing the duties of this job, the employee is not exposed to weather conditions.
• The noise level in the work environment is usually moderate.

Education:

• Bachelor’s degree in general business or finance or related on the job experience required.