Liquidity Relationship Manager - (Escrow)

Citizens Bank

$115K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in Escrow or related specialized liquidity segments.
  • Ability to manage and grow complex deposit portfolios in niche markets.
  • Proven consultative sales skills and relationship-building ability.
  • Strong communication, presentation, and interpersonal skills.
  • Organizational and analytical skills for effective pipeline management.
  • Comfortable working in a matrixed environment to influence outcomes.

Responsibilities

  • Drive targeted business development efforts in assigned liquidity pools through networking and referrals.
  • Build and manage a disciplined sales pipeline to achieve deposit growth objectives.
  • Identify high-value prospects and expand share of wallet with existing clients.
  • Enhance the bank's market presence through industry involvement and relationship building.
  • Position the bank as a trusted liquidity partner within specialized ecosystems.
  • Serve as a trusted advisor to clients, providing insights on liquidity structure and deposit optimization.
  • Act as the primary point of contact for key client relationships within assigned liquidity pools.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Retirement benefits and education reimbursement.
  • Flexible work arrangements and wellness programs.
  • Generous paid time off policy exceeding statutory requirements.
  • Maternity and paternity leave for new parents.
Full Job Description
Job Description

Liquidity Relationship Manager - (Escrow)

Role Overview

The Liquidity Relationship Manager - is responsible for driving deposit growth and deepening market penetration within targeted, deposit-rich liquidity pools Escrow. This role combines specialized segment expertise, focused business development, and cross-functional coordination to deliver tailored liquidity solutions that align with how these ecosystems operate.

The Segment Specialist serves as a primary market-facing relationship manager for assigned liquidity pools, acting as a trusted advisor to clients while partnering closely with internal product, risk, and delivery teams to execute the broader segment strategy.

Key Responsibilities

Business Development & Market Penetration
  • Drive targeted business development efforts within assigned liquidity pools through prospecting, referral source engagement, and ecosystem-based relationship building.
  • Build and manage a disciplined sales pipeline aligned to deposit growth objectives, ensuring timely and accurate reporting.
  • Execute on defined segment priorities by identifying high-value prospects and expanding share of wallet with existing clients.
  • Support the organization's market presence within target segments through industry participation, conferences, and relationship-driven networking.
  • Help position the bank as a credible and trusted liquidity partner within specialized ecosystems.

Segment Expertise & Client Advisory
  • Develop and maintain deep working knowledge of the operating models, cash flow behaviors, and liquidity dynamics specific to Escrow, ecosystems.
  • Serve as a trusted advisor to clients by providing insight-driven guidance on liquidity structure, deposit optimization, and operating considerations.
  • Represent the organization confidently in senior-level client discussions and presentations.
  • Deliver and articulate compelling, segment-specific value propositions by delivering tailored solutions to align with client practices, regulatory considerations, and risk profiles.
  • Effectively communicate segment offerings to internal and external stakeholders, including senior management.

Relationship Management
  • Act as the primary point of contact for key client relationships within assigned liquidity pools.
  • Establish and maintain strong relationships with decision-makers, influencers, and ecosystem partners.
  • Ensure a consistent, high-quality client experience across all touchpoints.

Cross-Functional Coordination
  • Coordinate closely with internal partners including Risk, Treasury Management, Product, Risk, Capital Markets, Operations, Technology, and Legal to deliver integrated solutions.


Qualifications & Experience
  • 3+ years of experience in Escrow, or related specialized liquidity segments.
  • Demonstrated ability to manage and grow complex deposit portfolios within niche or ecosystem-based markets.
  • Proven consultative sales capability with strong relationship-building skills.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong organizational and analytical skills, including pipeline management and performance tracking.
  • Comfort working in a matrixed environment, influencing outcomes.


Education, Certification, and/or Other Professional Credentials
  • Bachelor's degree in Business, Finance, or a related field required.
  • MBA or advanced degree helpful but not required.

Pay Transparency

The salary range for this position is $115,000 - $135,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

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