Deposits Relationship Manager

Job Title: Special Deposits Relationship Manager

Employment Type: Full-Time

FLSA Status: Exempt

Position Summary

The Special Deposits Relationship Manager is responsible for generating new core deposit relationships and treasury management revenue within specialized industry segments, including HOA, property management, escrow and title companies, trust and fiduciary services, professional services firms, and other deposit-intensive industries.

Key Responsibilities

Business Development & Deposit Generation

• Generate new core operating deposits and treasury management revenue through active prospecting, networking, referrals, and business development activities.
• Develop and execute strategic business development plans to achieve annual deposit production goals.
• Build and maintain relationships with centers of influence, including CPAs, attorneys, property managers, escrow officers, HOA management companies, trust professionals, and other referral sources.
• Maintain an active calling program focused on new client acquisition and relationship expansion.
• Identify opportunities to deepen client relationships through treasury management services, payment solutions, and other banking products.
• Develop and maintain a strong pipeline of prospects and referral sources.
• Represent the organization at industry events, trade shows, networking events, and professional association meetings.

Relationship Management

• Develop trusted advisor relationships by understanding clients' business operations, industry challenges, and banking needs.
• Create and maintain relationship plans for key clients and prospects.
• Monitor relationship profitability and identify opportunities for growth.
• Coordinate internal resources to ensure client needs are met efficiently and professionally.
• Serve as the primary point of contact for assigned clients.
• Deliver high-touch service to key deposit relationships.
• Ensure smooth onboarding and implementation of treasury management services.
• Anticipate client needs and coordinate internal teams to deliver exceptional service.
• Resolve client issues promptly while maintaining a high level of client satisfaction.

Additional Responsibilities

• Recommend improvements to processes, products, and procedures.
• Perform additional duties as assigned by management.
• Comply with all regulatory requirements, training, and internal procedures.
• Remain current on applicable industry regulations and compliance requirements.

Qualifications & Requirements

• Minimum 5 years of experience in commercial deposit production, treasury management sales, or specialty relationship management.
• Proven track record of generating new core operating deposits and treasury management revenue.
• Existing network of industry contacts and referral sources preferred.
• Strong knowledge of treasury management products, including ACH, Wires, Positive Pay, RDC, Commercial Cards, Merchant Services, Analysis Accounts, and Online Banking.
• Preferred experience in:
• HOA Banking
• Property Management Banking
• Escrow & Title Banking
• Trust & Fiduciary Banking
• Professional Services Banking (Legal, Medical, Accounting)
• Import/Export and Trade Finance
• Strong sales, business development, and relationship-building skills.
• Excellent communication, organizational, and time management abilities.
• Ability to identify client needs and provide consultative solutions.
• Ability to manage multiple priorities in a fast-paced environment.

Education

• Bachelor's degree in Business, Finance, or a related field, or equivalent relevant professional experience.

Physical Requirements

• Ability to sit, stand, walk, reach, and perform standard office-related activities.
• Occasionally lift and/or move up to 25 pounds.
• Ability to work in a standard office environment with moderate noise levels.