Full time
Wakefield, MA, USA
Under direction of SVP, Treasury Services Manager and with support from the Treasury Services Client Delivery Manager, this role manages a portfolio of corporate clients assigned to Treasury Services. A key focus of this role is to retain and grow client deposit balances while identifying and executing opportunities to drive additional revenue through cross-sell and product expansion. Regular client calling and travel to client sites across the footprint is a major component of the role. The Treasury Client RM I also provides support to internal clients, including Treasury Services Sales and Implementation, Commercial Banking, Business Banking and Private Banking, as well other divisions. 2. MAJOR 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...