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 and deliver product agreements and implementations directly to clients.

• Offer a comprehensive range of client services.

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

• Promote new and enhanced services.

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

• Educate clients on Treasury Management products.

• Relay information from Treasury Support to clients.

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

• Proactively train clients and promote the cross-selling of products and services.

• Collaborate with the Legal department to update client agreements and follow up on modifications and corrections.

• Audit treasury agreements related to risk management.

• Develop and maintain treasury files and reports.

• Identify profitable treasury services accounts.

• Prepare sales production reports and analyze client activity.

• Work with the Risk team to ensure knowledge of and compliance 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 banking or relevant job experience.

• Familiarity with treasury management products and services.

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

• Ability to operate within a complex, multi-functional technical environment.

• Exceptional business communication and interpersonal skills.

• Strong attention to detail.

• Sound judgment and decision-making capabilities.

• Skill in organizing, prioritizing, and meeting deadlines.

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

• Highly dependable and responsible with a sharp eye for detail.

• Strong knowledge of financial services compliance and audit requirements.

• Capability to perform tasks with minimal supervision.

• Excellent skills in client organization and problem-solving.

• Ability to manage multiple tasks simultaneously in a fast-paced, dynamic, and growth-oriented environment.

• Associate’s or Bachelor’s degree (preferred).

• Experience in bank call center/client servicing (preferred).

• 3+ years in Treasury Management or similar banking roles (preferred).

• Previous experience in Banking Center or Treasury Management is advantageous.

🏝️ Benefits

• Insurance coverage.

• 401(k) plan.

• Associate stock purchase program.

• Paid time off.

• Associate banking perks.

• Opportunities for career advancement within the role.