Senior Deposits & Treasury Relationship Manager

Sunwest Bank

Irvine (CA)

On-site

USD 165,000 - 195,000

Full time

14 days+

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Job summary

Sunwest Bank in Irvine, CA, is seeking a Senior Relationship Manager for the Specialty Deposit Group to drive new C&I business through specialty depository services. You will act as a consultant to the Sales Team, offering deposits, title, escrow, and Treasury Management products, with a focus on pricing and client solutions.

This role involves post-sale support and frequent travel. The position requires five years of Deposit/Treasury experience, strong regulatory knowledge, and the ability to

Qualifications

Five years of Deposit and Treasury Management experience.
Knowledge of banking compliance regulations and deposit products.
Excellent verbal and written communication skills.

Responsibilities

Generate new business by identifying market opportunities through cold calls, warm leads, and referrals.
Drive new sales by identifying client needs and cross-sell deposit and Treasury Management products.
Maintain an active sales pipeline and provide real-time CRM updates.
Support the Sales Team by educating clients and selling additional products through onsite and virtual meetings.
Maintain working knowledge of industry practices and the Bank’s deposit and treasury products.
Handle inbound inquiries related to Deposit, Treasury Management, and Internet Banking services.

Skills

Deposit/Treasury exp

Sales relationship

CRM familiarity

Independent worker

Tools

Salesforce

Job description

This role involves post-sale support and frequent travel. The position requires five years of Deposit/Treasury experience, strong regulatory knowledge, and the ability to

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