Senior Liquidity Specialist: Onsite
Senior Liquidity Specialist: Onsite
Posted 5 days ago
SENIORITY
Senior
About the 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
- Strong knowledge of bank liquidity products, including deposit and Treasury Management solutions
- Business deposit product expertise, including Transaction Accounts, Money Market/Savings, Time Deposits, and Insured Cash Sweep (ICS), as well as Treasury Management solutions
- Strong financial modeling and analytical skills, with the ability to assess client financials and develop optimized liquidity strategies
- Understanding of the liquidity spectrum and related product solutions
- General knowledge of regional banking client needs and financial solutions
- Proven ability to lead strategic discussions and influence cross-functional stakeholders
- Familiarity with AI and advanced analytics tools used to evaluate client data and recommend optimized liquidity solutions
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
