Liquidity Sales Officer

Liquidity Sales Officer

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Job Tracking ID : 512272-903595

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Job Location :

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Job Level : Mid Career

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Level of Education : BA / BS

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Job Type : Full-Time / Regular

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Date Updated : 10 / 30 / 2025

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Years of Experience : 7 - 10 Years

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Starting Date : Invalid Date

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Salary : $0

Job Description

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.

ESSENTIAL DUTIES & RESPONSIBILITIES

• 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

Experience and Skills

JOB REQUIREMENTS

EDUCATION & EXPERIENCE

WORKING CONDITIONS / PHYSICAL DEMANDS

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

Pay Range : $86,534.22 - $121,147.91

The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting.

Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity / Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

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