Treasury Management Portfolio Manager II

Simmons Bank•Houston, TX

21d

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, market leadership, Treasury Management Implementation, Management Operations, Product, and Pricing to proactively manage existing customer relationships, oversee implementation of banking services, and resolve or escalate issues for commercial customers. The position handles escalated customer interactions, supports customer training for new product lines, identifies opportunities to deepen relationships and cross-sell Treasury Management products, and provides knowledgeable and professional customer service. The associate is expected to organize and prioritize work, meet deadlines, collaborate across business lines, and comply with applicable laws, regulations, policies, and procedures.

Requirements

Bachelor's degree or equivalent work experience.
Five or more years of related experience.
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.
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 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.
Knowledge of MS Office programs.

Nice To Haves

At least four years of Treasury Management experience is preferred.

Responsibilities

Handle escalated interactions with existing Treasury Management customers and assist with issues and concerns.
Manage a Treasury Management portfolio of medium to high complexity.
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, including handling complaints, problems, and general inquiries effectively and tactfully.
Complete work efficiently and accurately and meet expectations for work volume.
Plan, organize, and prioritize work to meet deadlines.
Build credibility and trust while collaborating with other lines of business.
May accompany Treasury Management Sales Consultants and/or Treasury Management Implementation representatives on customer calls.
Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures, including completion of required compliance training.
Perform other duties and responsibilities as assigned.