Treasury Management Portfolio Manager Remote within CA
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Job Location:
Los Angeles, CA - USA
Yearly Salary:
$ 70000 - 108000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities families and businesses (small mid-sized and large) CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for Best Bank and Best Commercial Bank from the readers of San Diego Union-Tribune and Orange County Register. Additionally as a division of Zions Bancorporation the bank has collected multiple Greenwich Excellence Awards for Overall Client Satisfaction in Small Business & Middle Market Excellence Awards.
We are looking for a seasoned Treasury Management Portfolio Manager - Remote within California. This role provides primary support for portfolio clients of high value complex Treasury Management relationships.
Essential Functions:
Provides primary servicing support for portfolio clients of high value complex Treasury Management relationships.
Responsible for expanding and building relationships maintaining a high level of client satisfaction by generating managing and servicing the treasury needs of clients.
Track client-related issues to resolution including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.
Escalate issues as necessary with bankers management and product/vendor management teams.
Responsible for properly aligning loan clients with treasury products which fit their ongoing needs.
Identify other client banking needs and partner with key stakeholders on cross-sell opportunities.
Facilitates onboarding of major client relationships or complex industry types.
Review sales service and implementation processes to recommend process efficiencies.
Other duties as assigned.
Qualifications:
Requires a Bachelors in business finance or related field and 2 years of banking treasury/cash management product sales relationship management lending or other directly related experience. A combination of education and experience may meet job requirements.
Working knowledge of banking treasury management banking/treasury products and procedures.
Working knowledge of applicable regulatory requirements.
Solid sales client product and relationship management skills.
Solid influence problem resolution customer service and communication skills both verbal and written.
Ability to effectively multitask complete assignments and meet deadlines.
Good attention to detail.
Working knowledge of PCs and MS Office products.
Benefits:
Medical Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance Paid Parental Leave and Adoption Assistance
Health Savings (HSA) Flexible Spending (FSA) and dependent care accounts
Paid Training Paid Time Off (PTO) and 11 Paid Federal Holidays and any applicable state holidays
401(k) plan with company match Profit Sharing competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business maximum of $5250 per calendar year employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $70000 - $108000 annually depending on location and job-related factors such as level of experience.
Required Experience:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
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