We’re building a relationship‑oriented bank for the modern world.

Responsibilities

• Build and nurture client relationships through marketing, outreach, and ongoing partnership support.
• Assist managers in developing new client relationships by leveraging referral sources, existing clients, and centers of influence.
• Identify potential sales and service‑improvement opportunities.
• Collaborate with team members and internal partners to connect clients with opportunities and provide guidance on treasury best practices and cash‑management solutions.
• Proactively assess clients’ cash‑management needs, conduct financial statement reviews, and help propose solutions.
• Assess accounts in the pre‑ and post‑sales cycle, provide data to the sales team, and support account reviews and pricing negotiations.
• Conduct industry and client research to contribute to proposals, presentations, and pricing strategies.

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