This role is responsible for the expansion of new and existing specialty deposit relationships. Develop and maintain Escrow, Title, Property Management/HOA relationships by calling on existing and prospective customers, including identification of prospect’s, suitable method of contact and determination of their needs and appropriate products and/or services.
Job Duties
Build and maintain a portfolio of Specialty Deposit customers via referrals and self-sourcing in a segment of geographies territory.
Analyze the customer’s deposit needs by engaging with them in a consultative business development approach and provide recommendations that add value and deliver strategic solutions.
Manage and apply pricing strategy and demonstrate a high level of understanding around Account Analysis billing systems for treasury management products.