Liquidity Sales Officer

Job Details

• Job Tracking  :
• Job Location :
• Job Level : Mid Career
• Level of Education : BA/BS
• Job Type : Full-Time/Regular
• Date Updated : 10/23/2025
• Years of Experience : 7 - 10 Years
• Starting Date : Invalid Date
• Salary : $0

Responsible for commercial deposit growth of new and existing clients. Self-source new deposit opportunities. Work with Cash Management Officers and Lenders on back book deposit opportunities. Lead client and prospect conversations around pricing and structure of deposits including best product fit. Client planning, calling, portfolio development, and proposal development and delivery of Deposit products and services to new clients. Coordinate sales efforts with Relationship Managers and other client-facing team members in order to acquire new business and cultivate new relationships that result in deposit growth.

Responsible for understanding and explaining all aspects of deposit products and services to customers.

• Develop and maintain a customer and prospect sales pipeline; responsible for new deposits and revenue growth of Cash Management customers
• Execute deposit sales strategy to increase market penetration, generate new commercial deposit only relationships and maximize revenue
• Work with Relationship Managers and other client-facing team members to develop a call plan for existing business customers with potential for additional deposits
• Promote effective sales culture for the profitable expansion of deposit and Cash Management relationships and products. Responsible for opening deposit accounts and achieving annual goals
• Be responsible for the sales and implementation of the Cash Management products stemming from the relationship; coordinate resolutions when needed
• Maintain a keen client focus, Cash Management industry proficiency and a comprehensive understanding of bank structure and the operational aspects of deposit products and services
• Possess excellent technological competencies to understand, operate and explain the Bank's products, operating systems and support programs
• Develop proposals, responding to prospect/customer bids and customer pricing analysis
• Refer and coordinate Cash Management customer questions ensure resolution of any product complaints, issues, or laggard features with the support the service team
• Lead analysis of commercial back book to identify deposit opportunities including customers with large loans but limited deposits and Cash Management
• Consult and identify customer needs and refer customer opportunities to other business partners within the Bank
• Work closely with operations, servicing and product support personnel to ensure successful client on-boarding, customer satisfaction and ongoing support; interact with Product Management for new product development and existing product enhancements
• Develop and recommend marketing objectives and sales strategies
• Maintain industry knowledge of deposit solutions and pricing to keep products current and competitive
• Must possess a thorough knowledge of bank operations, policies, procedures
• Monitor customer usage to identify and remediate customer attrition, maximize balance retention and maintain sound risk management practices
• Support the sales process through discussions/training of commercial and retail team, product demonstrations and consulting on effective strategies
• Perform additional duties as requested, needed or assigned

JOB REQUIREMENTS

• Ability to perform job functions independently or with limited supervision and work effectively either on own or as part of a team
• Strong relationship management skills and proven deposit business development skills with Business and Commercial client set
• Strong network of COIs, business, and nonprofit organizations in Boston and the surrounding communities
• Collaborative approach to business in support of close team environment
• Solid strategic thinking to create and advance deposit solutions with clients
• Innovative, displays initiative, is self-motivated and able to adjust quickly to changing business landscapes
• Detail oriented and organized with strong time management skills
• Demonstrated ability to use sound judgment and make decisions in a consistent manner
• Must have a good math aptitude and high-level proficiency in MS Office Suite
• Strong understanding of accounting principles, financial concepts, payment processing and commercial banking operations
• Thorough knowledge of the practices and regulations that govern the banking industry and the implications of federal, state and local regulations affecting deposit activities
• Comprehensive understanding of the principles and practices associated with the analysis of business operations and depository activities
• Awareness of industry issues and competitive products/services
• Knowledge of sales techniques and principles to effectively market deposit services
• Excellent listening, written and verbal communications skills
• Ability to gather, arrange, compile, interpret, analyze, summarize and…