Commercial Real Estate Deposit & Treasury Banker

Location: Charlotte, NC

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Regular or Temporary

Regular

Language Fluency: English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

The Commercial Real Estate Deposit & Treasury Banker is responsible for driving deposit growth, treasury management revenue, and new client acquisition within the Community Commercial Real Estate group. This role serves as the primary business development officer for a dedicated portfolio of deposit and treasury relationships while also developing new banking relationships throughout the CRE market.

The successful candidate will identify, originate, and advance opportunities with commercial real estate owners, operators, investors, developers, and property management companies. Through a consultative sales approach, the banker will uncover client needs, lead treasury and deposit discussions, and coordinate with Treasury Consultants to deliver customized solutions and successfully onboard new relationships and grow existing relationships.

This position is ideal for a proven business developer who enjoys prospecting, relationship building, and leading the sales process from initial client engagement through solution delivery.

Primary Responsibilities

Relationship Development & Portfolio Growth

• Manage and expand an assigned portfolio of Commercial Real Estate deposit and treasury management relationships.
• Develop a thorough understanding of client business models, operating structures, cash flow cycles, and banking needs.
• Conduct regular client meetings to identify opportunities to expand deposits, treasury services, and primary operating account relationships.
• Maintain strong client relationships through proactive contact, strategic reviews, and ongoing business development efforts.
• Retain and grow deposit balances by delivering a consultative and value-added client experience.

New Business Development

• Independently prospect for new deposit and treasury management relationships throughout the Commercial Real Estate industry.
• Develop relationships with:

• o Multifamily owners and operators
• o Property management companies
• o Commercial real estate investors
• o Real estate developers
• o Real estate investment firms

• Build and maintain referral sources through attorneys, accountants, brokers, consultants, and industry organizations.
• Generate a consistent pipeline of new business opportunities through calling efforts, networking, referrals, and market outreach.

Treasury & Deposit Solution Sales

• Lead client discovery conversations to understand operating account structures, treasury requirements, payment workflows, receivable processes, liquidity needs, and fraud prevention concerns.
• Identify opportunities for treasury management and deposit products that improve operational efficiency and support client growth objectives.
• Partner with Treasury Consultants to develop and present treasury management solutions and proposals.
• Coordinate the sales process from prospecting through implementation handoff.
• Maintain active engagement throughout onboarding to ensure a seamless client experience.

Industry & Market Expertise

• Develop and maintain expertise in Commercial Real Estate operating models and treasury management trends.
• Understand the unique banking needs of real estate owners, operators, and management companies.
• Serve as a trusted resource regarding cash management, liquidity strategies, fraud mitigation, and operating account optimization.
• Monitor market and industry trends to identify emerging business opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Additional Locations: Atlanta, GA