About this role

Serve as a banker-facing liquidity subject matter expert for complex regional banking clients (e.g., business with annual revenue > $10MM)
Proactively identify opportunities through portfolio analysis, financial statement analysis, lead generation, and partnership with RMs, Deposit Pricing Analysts and TMA teams
Assist with client liquidity reviews; develop and present tailored, client-aligned solutions
Partners across banking, Treasury Management, Commercial, Capital Markets, and other product teams to support client strategy and execution
Provide industry and segment insights, including trends, risks, and liquidity best practices
Present liquidity insights and pipeline updates in team and segment forums
Partner with Deposit Pricing and Capital Markets on exception pricing to align with client strategies
Maintain accurate pipeline management, reporting, and activity tracking
Communicate effectively with Regional bankers across in-person and virtual channels
Support development of sales tools, training materials, and enablement resources

5+ years of experience in Institutional, Commercial or Business Banking or a related role within a financial institution
Bachelor’s Degree

Senior Liquidity Specialist

Key skills