Treasury Management - Portfolio Manager

Overview

The organization is seeking a Treasury Management Portfolio Manager to coordinate workflows that deliver product agreements and successfully implement Treasury Management products directly to clients. This role partners closely with Treasury Management Sales, Implementation, and Support, and provides client training, ongoing service, and technical and sales assistance.

Responsibilities

• Coordinate workflows to deliver product agreements and ensure successful implementation of Treasury Management products for clients
• Provide a full range of client services, including:
  • Identifying prospective clients and understanding the needs of current and prospective clients
  • Marketing new and enhanced services
  • Assisting Treasury Management Department leaders to deliver services efficiently and professionally
• Educate clients on Treasury Management products and effectively distribute information from Treasury Support
• Update and provide technical and sales assistance and training for clients
• Proactively train clients and cross-sell products and services as deemed appropriate
• Work with Legal to update client agreements; ensure accuracy and conduct follow-up with modifications and corrections
• Audit treasury agreements applicable to risk
• Develop and maintain treasury files and produce and analyze reporting, including:
  • Identification of profitable treasury services accounts
  • Sales production reports
  • Analysis of client activity
• Work closely with the Risk team to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements
• Interact professionally and tactfully with associates, management, clients, and vendors, treating all individuals with respect and consideration

Requirements

• High School education or equivalent
• 6+ years in banking or relevant job experience
• Passion for providing outstanding client service and the ability to teach others to do the same
• Ability to perform within a complex, multi-functional technical environment
• Excellent business communication and interpersonal skills
• Strong detail orientation
• Sound judgment and decision-making abilities
• Ability to organize, prioritize, and meet deadlines
• Ability to perform essential functions of the job with or without accommodation
• Highly dependable and responsible with a keen eye for detail
• Strong knowledge of financial services compliance and audit requirements for the team
• Ability to perform duties with minimal supervision
• Excellent client organizational and problem-solving skills
• Ability to facilitate multiple tasks simultaneously in a fast-paced, diverse, growth-oriented environment

Preferred Qualifications

• Associate’s or Bachelor’s degree
• Experience with bank call center/client servicing
• 3+ years in Treasury Management or equivalent bank roles
• Banking Center or previous Treasury Management experience preferred

Compensation & Benefits

In addition to financial compensation, a generous benefits package is offered, including:

• Insurance
• 401k
• Associate stock purchase program
• Paid time off
• Associate banking perks

Location

Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Additional Information

• Reasonable accommodation: The employer is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable individuals to complete the application process and/or perform the essential functions of the job.
• Equal opportunity: Equal opportunity is provided to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The workplace is drug-free.
• Work authorization: Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.
• Pre-employment screening (selected candidate[s]): criminal history report, global screen, drug screen, employment credit report, and if applicable, a driving record.
• Physical and work conditions (as applicable to completing certain tasks): ability to grasp, push, pull, lift, bend, raise and hold hands and arms overhead; sitting for extensive periods of time (typically no longer than 8 hours); ability to work at a rapid pace for long periods of time (typically no longer than 8 hours); ability to work overtime to the extent necessary.