Treasury Management Relationship Manager

Liberty Bank - CT; New Haven (CT); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401K with Employer Match

Pension Plan

Employer-paid life and disability保险

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)

Job summary

Liberty Bank is seeking a Treasury Management Relationship Manager to drive consultative sales of Treasury Management solutions, acquiring new customers and expanding existing relationships. You will provide highly specialized advice and coordinate with commercial teams to maximize revenue and client coverage.

The role emphasizes in-person visits, calling, and presenting to business, commercial, and government clients, requiring travel across Liberty’s footprint.

Qualifications

• 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.
• CTP or CCM certification preferred.

Responsibilities

• Account revenue growth, deposits, calling and prospecting, RFP responses, and presenting plans.
• Conduct discovery conversations with business, commercial, and government clients to find Treasury opportunities.
• Devising and implementing calling strategies to meet goals.
• Maintain extensive knowledge of Treasury Management products, services and pricing.
• Collaborate with Commercial Relationship Managers and Branch Managers to develop leads.
• Generate new commercial deposit relationships and enhance client retention.
• Promote cross-bank referrals for other products and services.
• Communicate implementation timelines to align with customer expectations.
• Respond to Requests for Proposals and build client-focused proposals.

Skills

Treasury Management sales

Communication skills

Strategic thinking

Problem resolution

MS Office proficiency

Education

Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) preferred

Tools

Microsoft Office

Job description

_ 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 Affi... 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)