Relationship Manager – Fiduciary Banking, Specialty Deposits

This is a fully remote position, open to applicants in Michigan.

📋 Description

• The Relationship Manager-Fiduciary Banking is responsible for overseeing commercial depository relationships.

• Develops new business opportunities and nurtures relationships that will generate revenue from title companies, residential and commercial property managers, developers, and various businesses.

• Oversees a complex portfolio of commercial depository accounts, ensuring optimal quality for the organization while minimizing risk.

• Collaborates with designated treasury management staff and portfolio managers, engaging clients in idea generation and identifying relevant opportunities to strengthen our relationships.

• Works in conjunction with the Credit team and external counsel as necessary to prepare credit approval documentation and manage the onboarding process, ensuring that transactions are recorded accurately.

⛳️ Requirements

• Preferred education level: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.

• Minimum experience required: Over 6 years as a Commercial Relationship Manager and/or in commercial depository and treasury management sales.

• Specific experience in specialty deposit industries, including treasury management, investment banking, or capital markets.

• Certification as a Treasury Professional (CTP).

• Proficient knowledge of commercial deposits, treasury management services, account analysis, and depository pricing strategies.

• Industry knowledge: A foundational understanding of specialty deposit industries, including title companies and residential and commercial property managers.

• Competency in Microsoft Office applications, including Word, Excel, and Teams.

🏝️ Benefits

• Medical, dental, vision, life, and disability insurance.

• Comprehensive leave program.