Treasury Portfolio Manager I
Share
Job Location:
Fort Worth, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Its fun to work in a company where people truly BELIEVE in what theyre doing!
Were committed to bringing passion and customer focus to the business.
Position Summary
Treasury Management Portfolio Manager I manages a defined Treasury Management portfolio of low to medium complexity. Associate will be primarily responsible for fielding and executing requests from Treasury Management Portfolio Manager II (TMPM) in accordance with policies and procedures. Associate will also collaborate with Treasury Management Officers (TMO) Bankers and Market leadership to proactively manage existing customers Treasury Management Implementation (TMI) to oversee facilitation of implementing banking services to existing customers and work with Treasury Management Operations Product and/or Pricing to escalate and resolve problems for Commercial customers.
Essential Duties and Responsibilities
First tier interaction with existing Treasury Management customers to assist with issues and concerns.
Manage treasury portfolio of low to medium complexity
Identifying opportunities to deepen existing customer relationships and cross sell TM products.
Assists in customer training for new product lines.
Clearly understand customer needs and expectations while delivering customer service in a knowledgeable accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints problems and general inquiries.
Work completed in a neat efficient and accurate manner. Volume of work produced meets expectations. Plans organizes and prioritizes work to meet deadlines.
Foster collaboration with other lines of business by building credibility and trust.
May accompany TMSC and/or TMI on customer calls
Ensures all departmental documents and activities are performed in compliance with applicable laws regulations policies and procedures as applicable to this position including completion of required compliance training.
Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.
Skills
Ability to perform tasks quickly and accurately.
Ability to operate in a team environment to accomplish shared goals.
Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form.
Ability to read and interpret documents such as procedures manuals general business correspondence and/or journals or government regulations.
Ability to maintain effective interpersonal relationships with management and team members.
Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor
Ability to identify and resolve/escalate problems with minimal guidance
Education and/or Experience
Bachelors degree or equivalent work experience
Three plus years of related experience; with at least two years of Treasury Management experience preferred.
Computer Skills
MS Office programs
Certificates Licenses Registrations
Other Qualifications (including physical requirements)
Thorough knowledge of treasury management products
Excellent professional verbal and written communication skills
Strong customer service skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Other
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Activities duties and responsibilities may change at any time with or without notice.
Skills Training:
Communication Customer Service Bank Products and Services Telephone
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a persons race color religion sex ancestry sexual orientation gender identity national origin covered veterans military status physical or mental disability or any other legally protected classifications.
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
For more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
