Liquidity Relationship Manager jobs in United States
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Northwest Bank · 5 months ago

Liquidity Relationship Manager

Northwest Bank is seeking a Liquidity Relationship Manager who will be responsible for driving business development, sales execution, and strategic support in delivering liquidity-focused solutions for commercial clients. The role emphasizes deposits, cash management, and non-credit fee income, ensuring clients receive effective liquidity solutions while supporting the bank’s long-term liquidity and funding objectives.

BankingFinanceFinancial Services

Responsibilities

Perform assigned duties in accordance with the Bank’s Mission, Vision and Core Values; and provide the Bank’s customers with timely, responsive and exceptional service in accordance with the Bank’s customer service standards
Develops new business opportunities through prospecting, referrals, centers of influence, and targeted calling
Drives revenue growth by cross-selling treasury and deposit solutions to new and assigned existing clients
Advises clients on methods to effectively and efficiently manage their liquidity, inclusive of cash management and deposit solutions, while making internal referrals to other areas of the bank as appropriate
Consults with clients and prospects on liquidity strategies, cash optimization, and working capital management to support both short- and long-term financial objectives
Prepares and delivers proposals and presentations to advance the sales process and demonstrate value to clients
Represents the bank at community and industry events to enhance visibility and build new opportunities
Leads the development and execution of a deposit growth strategy in alignment with bank funding and liquidity objectives
Prepares and maintains a business plan that outlines targeted client segments, sales goals, and deposit initiatives
Provides subject matter expertise on deposit and liquidity solutions, serving as a trusted advisor to both clients and internal partners
Tracks sales activity, pipeline progress, and implementation timelines to ensure timely execution
Conducts market and competitor research to provide clients with informed recommendations and strengthen the bank’s deposit strategy
Contributes to the development of internal processes, reporting, and best practices to strengthen liquidity sales and deposit management
Perform other duties as assigned

Qualification

Commercial Banking experienceSales executionDeposit growth strategyCash management knowledgeLiquidity solutions expertiseBusiness plan developmentPresentation skillsPipeline managementWindows-based softwareSpreadsheet applicationsInterpersonal skillsOrganizational skillsTeam collaborationWritten communication

Required

Bachelor's degree in Business, Finance, Economics, or related field required
Minimum of 7 years of experience in Commercial Banking, Treasury Services, Sales, or a related financial services role
Demonstrated success in sales execution, deposit growth, and fee income generation
Knowledge of cash management, deposits, and liquidity solutions required
Excellent oral and written communication, presentation, and interpersonal skills consistent with requirements to be successful in a business-to-business sales and consultative environment
Ability to prepare and execute a comprehensive business plan for deposit and liquidity growth
Intermediate computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, electronic mail, and bank software

Preferred

Familiarity with derivatives, margin management, and working capital strategies preferred
Strong sales and consultative advisory skills with ability to deliver actionable liquidity strategies to clients
Strong organizational and pipeline management skills with attention to strategic priorities
Ability to collaborate effectively across teams and leverage internal partnerships to meet client needs

Company

Northwest Bank

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Northwest Bank is a privately held community bank that offers services to small and medium-sized companies, professionals, and NGOs.

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Van Den Elzen
SVP, Chief Technology Officer
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Allan Siegel
Chief Financial Officer
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Company data provided by crunchbase