Commercial Deposit Portfolio Manager

Bank of Utah

5h

About The Position

The Commercial Deposit Portfolio Manager partners closely with Commercial Deposit Officers to support, manage, and grow a portfolio of treasury management clients. This role serves as the primary point of contact for all treasury management services, overseeing client onboarding, account setup, service delivery, and ongoing relationship management. The position plays a key role in client retention, cross-sell efforts, and achieving team deposit growth goals.

Requirements

• Strong understanding of commercial deposit products and treasury management services.
• Excellent organizational skills with the ability to manage multiple priorities and deadlines.
• Strong communication skills with the ability to work effectively with internal partners and clients.
• Experience with account onboarding and treasury management implementation.
• College degree or equivalent experience is required.

Nice To Haves

• Preferred 2+ years in portfolio relationship management or customer relationship assistant experience.

Responsibilities

• Work closely with Commercial Deposit Officers to support new and existing client relationships
• Serve as the primary point of contact for all treasury management clients, providing ongoing support and issue resolution
• Set up, manage, and maintain all treasury management services, ensuring accuracy, timeliness, and compliance
• Prepare treasury management analysis statements and present findings to internal partners and clients as needed
• Onboard all new treasury management clients, including product selection, documentation, system setup, and training
• Open and maintain commercial deposit accounts in accordance with bank policies and procedures
• Monitor account activity and service utilization to ensure client needs are being met
• Identify and resolve pending items, service issues, or operational exceptions in a timely manner
• Hold regular one-on-one meetings with assigned Commercial Deposit Officers to review pipeline activity, pending items, and portfolio priorities

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees