Overview
Description : This Relationship Manager role is responsible for developing, growing, and managing a portfolio of commercial deposit and cash management relationships within the title, escrow, and settlement industry. This forward-facing sales role requires deep industry knowledge, strong business development acumen, and the ability to deliver exceptional client experiences in a complex, regulated environment. The RM will source new business nationally through proactive prospecting, strategic partnerships, and participation in industry conferences and events. The role partners closely with internal operations, treasury, compliance, and risk teams to ensure seamless client onboarding and ongoing relationship management.
Responsibilities
Identify and cultivate new client relationships across the title, escrow, and settlement services sectors nationwide.
Develop tailored deposit, treasury, and escrow management solutions to meet client needs.
Build and maintain referral networks with software partners, underwriters, and title vendors.
Represent at industry events, conferences, and client meetings.
Serve as primary contact for assigned clients, ensuring a high-touch, white-glove experience.
Conduct regular portfolio reviews to assess profitability, growth opportunities, and client satisfaction.
Partner with internal departments to ensure timely implementation, onboarding, and service delivery.
Resolve client inquiries and escalate issues appropriately to maintain service excellence.
Meet and exceed annual deposit growth and fee income goals.
Maintain deep understanding of regulatory and compliance requirements within escrow and fiduciary account structures.
Monitor account activity for performance, usage, and adherence to operational policies.
Ensure all relationships align with the bank's credit and risk appetite.
Work closely with Operations, Treasury Management, and Compliance teams to execute on client commitments.
Mentor associate relationship managers as the business scales.
Adhere to and comply with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act).
Adhere to bank policies and procedures and complete required training.
Identify and report suspicious activity.
Education Bachelor's Degree from four-year college or university required.
Experience
4-6 years in commercial banking, treasury management, or title/escrow industry sales preferred.
Knowledge, Skills And Abilities
Proven track record of meeting or exceeding production and relationship management goals.
Excellent communication, presentation, and negotiation skills.
Willingness to travel nationally to client sites and industry events (up to 50%).
Relationship-driven with a consultative sales approach.
Collaborative team player with cross-functional alignment.
Customer-centric and solutions-oriented.
Hours & Work Schedule
Hours per Week: 40 hours
Work Schedule: 8:30 AM – 5:30 PM
Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, disability, or history or record of disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy, or any other category protected by law. Employment decisions are based solely on merit, qualifications, performance and capability.
Additional Notices
Background checks may be required as a condition of employment.
The salary range for this position is $135,000 - $150,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on location, skills and experience.
Benefits include medical, dental, vision, retirement, paid time off, and more. For details, visit the employer benefits page.
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Responsibilities
Identify and cultivate new client relationships across the title, escrow, and settlement services sectors nationwide.
Develop tailored deposit, treasury, and escrow management solutions to meet client needs.
Build and maintain referral networks with software partners, underwriters, and title vendors.
Represent at industry events, conferences, and client meetings.
Serve as primary contact for assigned clients, ensuring a high-touch, white-glove experience.
Conduct regular portfolio reviews to assess profitability, growth opportunities, and client satisfaction.
Partner with internal departments to ensure timely implementation, onboarding, and service delivery.
Resolve client inquiries and escalate issues appropriately to maintain service excellence.
Meet and exceed annual deposit growth and fee income goals.
Maintain deep understanding of regulatory and compliance requirements within escrow and fiduciary account structures.
Monitor account activity for performance, usage, and adherence to operational policies.
Ensure all relationships align with the bank's credit and risk appetite.
Work closely with Operations, Treasury Management, and Compliance teams to execute on client commitments.
Mentor associate relationship managers as the business scales.
Adhere to and comply with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act).
Adhere to bank policies and procedures and complete required training.
Identify and report suspicious activity.
Education Bachelor's Degree from four-year college or university required.
Experience
4-6 years in commercial banking, treasury management, or title/escrow industry sales preferred.
Knowledge, Skills And Abilities
Proven track record of meeting or exceeding production and relationship management goals.
Excellent communication, presentation, and negotiation skills.
Willingness to travel nationally to client sites and industry events (up to 50%).
Relationship-driven with a consultative sales approach.
Collaborative team player with cross-functional alignment.
Customer-centric and solutions-oriented.
Hours & Work Schedule
Hours per Week: 40 hours
Work Schedule: 8:30 AM – 5:30 PM
Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, disability, or history or record of disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy, or any other category protected by law. Employment decisions are based solely on merit, qualifications, performance and capability.
Additional Notices
Background checks may be required as a condition of employment.
The salary range for this position is $135,000 - $150,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on location, skills and experience.
Benefits include medical, dental, vision, retirement, paid time off, and more. For details, visit the employer benefits page.
#J-18808-Ljbffr