Sr. Liquidity Relationship Manager - (ESCROW)

Citizens Bank

$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Escrow or similar liquidity segments
  • Ability to manage and grow complex deposit portfolios
  • Strong consultative sales and relationship-building skills
  • Excellent communication, presentation, and interpersonal skills
  • Strong organizational and analytical skills for performance tracking
  • Comfortable in a matrixed environment influencing outcomes

Responsibilities

  • Drive targeted business development within assigned liquidity pools
  • Build and manage a sales pipeline aligned to deposit goals
  • Identify high-value prospects to expand client share of wallet
  • Participate in industry events and build relationships to enhance market presence
  • Position the bank as a trusted liquidity partner in ecosystems
  • Provide insight-driven guidance on liquidity structure and deposit optimization
  • Serve as the primary contact for key client relationships
  • Coordinate with internal departments to deliver integrated solutions

Benefits

  • Professional development opportunities
  • Collaborative work environment
  • Access to industry conferences
  • Comprehensive health and wellness programs
Full Job Description
Job Description

Sr. 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
  • 7+ 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.


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