Title Banker

Description

This Relationship Manager role would be responsible for developing, growing, and managing a portfolio of commercial deposit and cash management relationships within the title, escrow, and settlement industry. This forward-facing sales role requires deep industry knowledge, strong business development acumen, and the ability to deliver exceptional client experiences in a complex, regulated environment. The RM will source new business nationally through proactive prospecting, strategic partnerships, and participation in industry conferences and events.

The role partners closely with internal operations, treasury, compliance, and risk teams to ensure seamless client onboarding and ongoing relationship management.

include the following. Other duties and special projects may be assigned.

• Identify and cultivate new client relationships across the title, escrow, and settlement services sectors nationwide.
• Develop tailored deposit, treasury, and escrow management solutions to meet client needs.
• Build and maintain referral networks with software partners, underwriters, and title vendors.
• Represent at industry events, conferences, and client meetings.
• Serve as primary contact for assigned clients, ensuring a high-touch, white-glove experience.
• Conduct regular portfolio reviews to assess profitability, growth opportunities, and client satisfaction.
• Partner with internal departments to ensure timely implementation, onboarding, and service delivery.
• Resolve client inquiries and escalate issues appropriately to maintain service excellence.
• Meet and exceed annual deposit growth and fee income goals.
• Maintain deep understanding of regulatory and compliance requirements within escrow and fiduciary account structures.
• Monitor account activity for performance, usage and adherence to operational policies.
• Ensure all relationships align with the bank's credit and risk appetite.
• Work closely with Operations, Treasury Management, and Compliance teams to execute on client commitments.
• Mentor associate relationship managers as the business scales.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

Bachelor's Degree from four-year college or university required

• 4-6 Years in commercial banking, treasury management, or title/escrow industry sales preferred

• Proven track record of meeting or exceeding production and relationship management goals.
• Excellent communication, presentation, and negotiation skills.
• Willingness to travel nationally to client sites and industry events (up to 50%)
• Relationship-driven with consultative sales approach
• Collaborative team player with cross functional alignment
• Customer-centric and solutions-oriented.

• Hours per Week: 40 hours
• Work Schedule:
  
  8:30-5:30pm

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and…