Cash Management Relationship Manager

At Northeast Bank, we go beyond banking—we build lasting partnerships that strengthen our communities. As a Cash Management Relationship Manager, you’ll help businesses thrive by providing tailored cash management solutions that drive efficiency and growth.

You’ll develop trusted relationships, act as a key advisor, and identify opportunities to enhance clients’ financial operations. Beyond managing existing accounts, you’ll proactively seek new business, educate prospects, and ensure a seamless onboarding experience.

If you're a relationship-driven professional passionate about helping businesses succeed, join us at Northeast Bank and let’s build stronger communities together!

POSITION SUMMARY: Responsible for building and maintaining strong client relationships while driving sales of cash management solutions to existing and new business clients. Possesses a deep knowledge of cash management services, excellent relationship-building skills, and the ability to identify opportunities to deliver value through customized financial solutions.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:

• Develop and maintain strong, long-term relationships with existing cash management clients by building trust and credibility through excellent service and understanding of their business needs. Acts as the primary point of contact for clients regarding cash management services, addressing inquiries and providing expert advice. Seek opportunities to expand cash management solutions within existing customer base to achieve and exceed sales targets and performance goals set by management.
• Responsible for identifying, qualifying, and engaging potential clients to offer cash management solutions. This role involves proactively seeking out new business opportunities, educating prospects on the value of cash management services, and driving the sales process to convert leads into customers. Collaborate with internal teams to ensure a smooth, seamless onboarding experience.
• Collaborates with supervisor to design, develop and update sales training materials, including presentations and guides to equip our sales teams with the knowledge, skills, and tools they need to excel in their roles. Conduct engaging and interactive training content that caters to various learning styles.
• Reviews completed ACH Originator and Remote Deposit Audits to determine if appropriate limits are in place and make recommendations for limit adjustments if necessary. Coordinates and communicates customer audit timelines with digital banking staff and lenders. Conducts customer site visits as needed.

ROLE QUALIFICATIONS:

Education

• High school diploma 4 years of general education
• College degree preferred

Experience

• A minimum of 5-7 years in banking.
• A minimum of 2 years training experience
• A minimum of 5-8 years in sales or sales support role preferred

Other Skills/Characteristics

• Strong knowledge of cash management products and services, such as payments, liquidity management and fraud prevention
• Excellent communication, negotiation, and presentation skills.
• Ability to understand client needs and offer customized solutions that create value.
• Self-motivated, results-driven, and goal-oriented.
• Strong interpersonal skills with the ability to build and maintain relationships

.Performance Measures

• Job Knowledge
• Customer Relations
• Organizational Relations
• Business Development
• Policy Compliance
• Communication

Benefits

Competitive benefits package including: comprehensive health insurance, dental coverage, 401(k) with company matching, quarterly and annually incentive opportunities, ESOP Plan, paid time off (PTO), paid holidays, flexible work arrangements, professional development opportunities, and more.

Working Conditions

• Eligible to work 2 days per week remote after 90 days of employment