Treasury Management Portfolio Manager II

Simmons Bank•Nashville, TN

23d

About The Position

The Treasury Management Portfolio Manager II manages a defined portfolio of medium- to high-complexity Treasury Management customers. The role collaborates with Treasury Management Officers, bankers, and market leadership to proactively manage existing customers; works with Treasury Management Implementation to oversee implementation of banking services; and coordinates with Management Operations, Product, and/or Pricing to escalate and resolve issues for Commercial customers. The position provides knowledgeable, accurate, and professional customer service, including handling escalated issues, supporting customer training, and identifying opportunities to deepen relationships and cross-sell Treasury Management products. It also requires efficient and accurate work, collaboration across business lines, and compliance with applicable laws, regulations, policies, and procedures.

Requirements

Bachelor's degree or equivalent work experience.
Five or more years of related experience.
Ability to perform tasks quickly and accurately.
Ability to work in a team environment to accomplish shared goals.
Ability to solve practical problems and interpret written and/or oral instructions.
Ability to read and interpret procedure manuals, business correspondence, journals, and 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 a professional demeanor.
Ability to identify and resolve or escalate problems with minimal guidance.
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.

Nice To Haves

At least four years of Treasury Management experience preferred.

Responsibilities

Handle escalated interactions with existing Treasury Management customers to address issues and concerns.
Manage a portfolio of medium- to high-complexity Treasury Management customers.
Identify opportunities to deepen existing customer relationships and cross-sell Treasury Management products.
Assist with customer training for new product lines.
Understand customer needs and expectations, and provide knowledgeable, accurate, and professional service when handling complaints, problems, and general inquiries.
Complete work efficiently and accurately, producing an expected volume of work and planning, organizing, and prioritizing tasks to meet deadlines.
Foster collaboration with other lines of business by building credibility and trust.
Accompany Treasury Management Sales Consultants and/or Treasury Management Implementation staff on customer calls when needed.
Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures, including completing required compliance training.
Perform other duties and responsibilities as assigned.