Commercial Deposit Relationship Manager
Core
Acquiring, managing, and expanding commercial deposit relationships with a focus on core operating balances and long-term client retention.
Role type
Commercial Deposit Relationship Manager
Builds
Cash management solutions and deposit products for commercial clients
Domain
Banking / Commercial Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
commercial deposit account management, treasury and cash management concepts, business development, portfolio management, cross-selling financial products, networking, regulatory compliance (Bank Secrecy Act)
Preferred skills
strategic planning, process improvement, budgeting
Technologies
automated business development systems
Responsibilities
Solicit new and prospective deposit relationships, manage assigned portfolio of commercial deposit clients, identify treasury and cash management needs, develop and execute business development plans, cultivate prospects through networking and referrals, provide assistance with strategic planning projects
Seniority
Mid-Senior, hands-on IC
