MainStreet Bank · 1 hour ago
Senior Relationship Manager, Deposit and Treasury Management
Marlborough, MA
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$135K/yr - $185K/yr
10+ years expMain Street Bank is seeking a VP Regional Director/Relationship Manager for Deposit and Cash Management, responsible for developing new deposit and cash management relationships for small and midsize businesses, nonprofit organizations, and high-net-worth individuals. The role involves achieving goals in deposit and revenue growth, supporting the bank’s CRA efforts, and collaborating with business partners to enhance client relationships.
BankingFinanceFinancial Services
Responsibilities
In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations
Participates in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits and revenue. Supports the Bank’s target verticals including Professionals, Not-For-Profit, Tech, Life Sciences, Municipalities, and geographic initiatives for expansion
Collaborates with other business partners to enhance each relationship and deliver a best-in-class client experience. Looks holistically at every client to bring the full capabilities of the Bank to each client
Supports the business development activities of the branches and provides expertise in business interactions involving more complicated deposit banking and cash management solutions
Maintains an extensive knowledge of all deposit, lending, and cash management solutions to serve as a “trusted advisor” to our clients. Industry expertise in key verticals is preferred
Refers clients and prospects to Commercial Lending, Residential Lending and Retail staff, as appropriate, for the purpose of cross-selling other Bank products and services
Assists Bank in meeting its goals of sales and service by providing highest level of client service, through an ongoing commitment to improvement in knowledge, productivity, and job efficiency
Contributes to new product development designed to increase Bank’s penetration of target clients and markets
Participates in industry, community, and civic organizations/programs to market and promote Bank’s products and services
Assists Branch Officers in establishing and nurturing contacts within branch community and in selecting organizations/programs which offer greatest potential for business development
Partners and collaborates with Branch Managers to generate new business leads in the community
Prepares monthly sales tracking/call report for Chief Deposit Officer including documentation of client contacts and discussions and amount of additional deposit and loan activity generated by business development activities
Keeps abreast of business climate within branch community and reports observations and recommendations that could impact general business decisions; seeks opportunities for Bank to improve its competitive position
Represents Bank in a professional, courteous manner to all clients, associates, vendors, and public
Effectively use tools and systems to be able to self-manage, organize, and complete work independently, proactively recognizing potential obstacles resolving them before they become an issue, managing to deadlines, creating action plans when not on track, enabling job functions to happen with minimal oversite and meeting conditions of satisfaction
Adhere to all company policies and act as a role model in the adherence to policies, consistently demonstrating our core values and service standards
In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and adheres to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements and policies as well as attending all required training sessions and completing all required on-line training courses
Regular and consistent attendance is required to continue the high standard of customer service as well as occasionally participating in before/after hours and/or weekend community events
Other duties as assigned, performing similar or related work as directed, required, or as situation dictates
Qualification
Required
Bachelor's degree in business/finance, or equivalent combination of education and work experience typically a minimum of 10 years' experience in business banking, commercial banking, private banking, and/or treasury management experience
Strong community ties to open doors and foster deep relationships
Solid knowledge of financial institution operating policies and procedures, banking regulations (state and federal)
Strong understanding of cash management products and services
Demonstrated ability to self-generate new business relationships and build a robust portfolio of sophisticated commercial banking and high-net-worth clients
Extensive network of business, non-profits and centers of influence
Proficient in Microsoft 365 Suite products including, but not limited to Excel, Word, Outlook, Teams, and Sharepoint
Solid understanding and application of administration activities with an understanding of office procedures and ability to operate standard office equipment
Means and mode to travel to any of Main Street Bank's locations and/or customers on a regular/daily basis (80%)
Excellent communication skills and responsive approach to communication with internal and external stakeholders
Ability to interact on a professional level with high level executives and high net worth individuals
Outstanding customer service skills (in person, over the phone or video conference)
Strong community ties and a proven track record of sales/business development success
Ability to thrive within a fast-paced work environment and prioritize and track many simultaneously competing tasks and responsibilities
Strong critical thinking abilities and able to navigate complex situations to find efficient, effective, and timely solutions
Critical thinker who can digest complex problems, articulate risks and mitigating factors, navigate situations involving the need for trade-offs, and recommend solutions which meet the needs of all stakeholders
Highly detailed, organized and professional
Strong problems solving abilities and superior follow up skills
Strong ability to leverage a wide array of technology solutions to solve problems and meet ever changing business requirements
Preferred
Industry expertise in key verticals is preferred
Company
MainStreet Bank
MainStreet Bank is a provider of commercial banking services for retail and institutional customers.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$106.2M2021-04-13Post Ipo Debt· $30M
2018-08-31Post Ipo Equity· $45M
2017-11-06Post Ipo Equity· $18.4M
Leadership Team
Tom Floyd
EVP - Chief Lending Officer
Recent News
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2025-12-05
2025-12-04
2025-11-27
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