Treasury Management Relationship Manager

Liberty Bank; New Haven (CT); Vor Ort; USD 130.000 - 160.000; Vollzeit

Benefits dieser Stelle

Health coverage

401K with match

Pension plan

Life and disability insurance

HSA option

FSA option

EAP & telehealth

Pet insurance

PTO

Zusammenfassung

Liberty Bank is hiring a Treasury Management Relationship Manager to drive consultative sales of Treasury Management solutions for commercial, government, and non-profit clients. You will acquire new customers and deepen existing relationships, providing expert guidance on products, pricing, and implementation timelines.

The role requires strong communication, strategic thinking, and the ability to travel up to 80% of the footprint.

Qualifikationen

• 5+ years outside Treasury Management sales and relationship experience preferred.
• Proven verbal/written communication and presentation skills.
• Established critical/strategic thinking and problem resolution skills.

Aufgaben

• Revenue growth through prospecting, RFP responses, and client presentations.
• Discovery conversations with business/government clients to identify Treasury Management opportunities.
• Develop and execute calling strategy to meet sales goals and lead generation.
• Maintain deep knowledge of Treasury Management products, services and pricing.
• Collaborate with Commercial Relationship Managers and Branch Managers to develop leads.

Kenntnisse

Treasury management sales

Relationship management

Verbal/written communication

Strategic thinking

Understanding cash flow

MS Office

Tools

CRM software

Jobbeschreibung

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.

SUMMARY OF THE JOB

The Treasury Management Relationship Manager provides professional, consultative sales of Treasury Management solutions through the acquisition of new customers and deepening existing customer relationships. Through sales activities, enhance business/commercial/government relationships by providing highly specialized advice on all Treasury Management solutions.

ESSENTIAL FUNCTIONS

• Accountable for revenue growth, deposit generation, client calling and prospecting, responding to Request for Proposals, building and executing call plans and customer presentations
• Conduct professional, needs-based discovery conversations with business/commercial/government clients/prospects to identify Treasury Management opportunities
• Devise and implement calling strategy to meet call goals and sales goals
• A thorough understanding of industry-wide treasury management solutions
• Sales goals will be met by working with prospects and existing customers through in-person visits, phone calls and written communications, researching and building prospect lists, prospecting potential clients through Centers of Influence and other avenues
• Proactively engage with Commercial Relationship Managers and Branch Managers to develop Treasury Management leads and conduct joint calls
• Generate new commercial deposit relationships
• Enhance client retention
• Promote cross-bank collaboration providing referrals for other bank products & services
• Understand and communicate implementation timelines to align with customer expectations
• Respond to Request for Proposals
• Maintain and continuously refine extensive knowledge of Treasury Management industry products, services and pricing

Minimum knowledge/skills

• 5+ years outside Treasury Management sales and relationship experience preferred
• Proven verbal/written communication and presentation skills
• Established critical/strategic thinking and problem resolution skills
• Demonstrated experience understanding business cash flow
• Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) preferred
• Proficiency with Microsoft Office at intermediate or higher level

PHYSICAL REQUIREMENTS

• Ability to travel throughout Liberty’s commercial footprint (80%)
• General Office Equipment Keyboard Dexterity
• Prolonged Sitting

COMPLIANCE

Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affiantive Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

SALARY RANGE

• $130,000 - $160,000

PAY DISCLAIMER

The actual salary offered for this position will be determined by several factors, including the scope, complexity, and location of the role; the skills, education, training, credentials, and experience of the candidate relative to internal pay of similar roles; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based annual incentives.

LIBERTY BANK BENEFIT OFFERINGS

• Medical, dental, and vision coverage
• 401K with Employer Match
• Pension Plan
• Employer-paid life and disability insurance
• HSA option
• FSA option
• Employee Assistance Program (EAP) Telehealth and wellness resources
• Supplemental insurance options
• Pet insurance and legal plan benefits
• Paid Time Off (PTO)

Why work here?

If you’re looking for a career you can be passionate about, you may find more than just your next job at Liberty Bank.

About Us

At Liberty Bank, our 200-year legacy is just beginning. We are building a future defined by purpose, innovation, and opportunity where people feel empowered to grow, lead, and make a difference. Our culture is rooted in connection, accountability, and inclusion, creating an environment where teammates are inspired to bring their full selves to work and do their best work every day.