Treasury Management – Portfolio Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate closely with Treasury Management Sales, Implementation, and Support teams.

• Manage workflows to deliver product agreements and ensure successful implementation for clients.

• Offer a comprehensive range of client services.

• Identify potential clients and assess the needs of both current and prospective clients.

• Promote new and improved services.

• Support Treasury Management leaders in delivering services efficiently and professionally.

• Educate clients about Treasury Management products.

• Effectively distribute information from Treasury Support to clients.

• Provide technical and sales support, as well as training for clients.

• Proactively train clients and cross-sell suitable products and services.

• Collaborate with Legal to update client agreements, ensuring accuracy and following up on modifications and corrections.

• Conduct audits of treasury agreements related to risk.

• Develop and maintain treasury files and reports, including profitable treasury services accounts, sales production reports, and client activity analysis.

• Work closely with the Risk team to stay informed about and comply with regulations and bank policies, including BSA and OFAC requirements.

• Interact professionally and tactfully with associates, management, clients, and vendors.

⛳️ Requirements

• High School diploma or equivalent.

• Over 6 years of experience in banking or relevant job roles.

• Knowledge of treasury management products and services.

• Comprehensive understanding of the banking industry and the respective market areas served.

• A passion for delivering exceptional client service and the ability to mentor others in doing the same.

• Capability to function within a complex, multi-functional technical environment.

• Exceptional business communication and interpersonal skills.

• Strong attention to detail.

• Good judgment and decision-making capabilities.

• Proficient in organizing, prioritizing, and meeting deadlines.

• Ability to perform essential job functions with or without accommodation.

• Highly reliable and responsible with a sharp focus on detail.

• Strong understanding of financial services compliance and audit requirements.

• Ability to execute responsibilities with minimal supervision.

• Excellent client organizational and problem-solving abilities.

• Capable of managing multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment.

• Associate’s or Bachelor’s degree is preferred.

• Experience with bank call center/client servicing is preferred.

• Over 3 years in Treasury Management or similar banking roles is preferred.

• Previous experience in a Banking Center or in Treasury Management is preferred.

🏝️ Benefits

• Insurance coverage.

• 401k retirement plan.

• Associate stock purchase program.

• Paid time off.

• Banking perks for associates.

• Opportunities for career growth within the organization.