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Eastern Bank · 3 weeks ago

Treasury Client Relationship Manager I

Wakefield, MA

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Eastern Bank is dedicated to providing exceptional banking services and support to its employees. The Treasury Client Relationship Manager I is responsible for managing a portfolio of corporate clients, focusing on retaining and growing client deposit balances while driving additional revenue through cross-selling and product expansion.

BankingFinanceFinancial Services

Responsibilities

Conduct proactive relationship management for clients assigned to the Treasury Services P&L

Maintain a minimum of four annual touchpoints (more for Top 25 clients), document in CRM (Salesforce), and actively pursue opportunities to retain balances and grow revenue through product utilization, expansion and client referrals

Assist large corporate clients on a daily basis; functions include resolving complex cash management issues and requests, educating clients on fraud and safeguarding deposits, deposit account servicing and customer support

Support onboarding team on complex implementations and training

Train customers on basic cash management functions as needed due to volumes and SLAs

Act as a resource assisting other areas of the bank, including the Business Services Team, Commercial Division, Retail and Operations with cash management issues and needs

Participate in enterprise-wide projects as needed, leveraging cash management skill set to add client and operational insights to key initiatives

Qualification

Cash Management experienceBanking experienceSalesforceMicrosoft Office ExcelCommunication skillsOrganizational skillsProblem solvingTime management

Required

5+ years Banking experience

2+ years Cash Management experience

Strong organizational and communication skills

Strong sense of urgency & ability to independently manage time/workload

Experience/Comfort with quantifiable revenue goals

Basic working understanding of cash management products and tools, including account analysis accounts and functionality, and general deposit account knowledge

Preferred

Proficiency with Microsoft Office Excel, Word, FIS Tools, Salesforce, and Cash Management-specific platforms such as Bottom-line Technologies, ERP Solutions, and Remote Capture platforms