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Relationship Manager, supporting portfolio of existing Treasury Services customers, and acting as technical expert for cash management products and services for Commercial customers. Reviews services, products, and fee structures for assigned relationships to generate additional revenue and uncover cross-sell opportunities. Primary point of contact for high-touch, complex users of cash management services. In-person reviews as well as daily support is expected. Utilizes product knowledge and relationship management skills to assist internal support staff for ongoing client service.

Relationship Management

  • Provides day-to-day management of portfolio of relationships ensuring that clients receive superior relationship management.

  • Partners with Non-Profit Lending to provide cash management and deposit relationship support for several customers.

  • Possesses high degree of technical expertise for Treasury Services cash management products, services and support.

  • Works together with Commercial Division Relationship Managers and Support Staff to provide technical expertise for the cash management services provided to those customers and internal support staff.

  • Works with Treasury Sales and Commercial Division Relationship Managers on new Bank prospect sales and Implementations.

  • Analyzes customer banking needs, recommends appropriate bank products to meet those needs.

This position requires critical thinking and high-level analytical skills to independently make decisions with occasional consulting with Manger and the Senior Vice President. This person is able to evaluate circumstances and make autonomous decisions that take the Bank, Department, individual and customer impact into account, while protecting all. This person must have a high level of expertise in cash management products and operations as well as superior customer service skills.


In-depth knowledge of cash management services, customer service and relationship management.

Education and Experience:

  • At least eight years banking experience including at least five years in cash management and customer service.

  • Must be an expert in Treasury Services cash management technology and experienced in managing large scale customer transitions and implementations.

  • Five years of Treasury Services experience in either Relationship Management, service, product, sales or implementations.

  • College degree preferred.

Organization:EB Corp Primary Business Unit

Title:Treasury Client Relationship Manager II

Location:MA-Lynn-Lynn 195 Market Street

Requisition ID:03807

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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