Treasury Management Portfolio Manager

Fortis Bank•Denver, CO

3d•Onsite

About The Position

The Treasury Management Portfolio Manager is responsible for supporting the Treasury Management Bankers in generating deposit growth, increasing treasury fee income, and supporting a service-oriented environment. The role is designed to increase the client engagement capacity of the Treasury Bankers through such activities as independently building proformas, pitches, guiding client on-boarding, monitoring revenue realization, and serving as an additional relationship touch point for clients. The role may also independently work to increase revenue and client retention where appropriate.

Requirements

Bachelor’s degree in related field or equivalent work experience in banking, treasury management, and sales; 3-7 years of progressively responsible experience
Working knowledge of general banking services and operations with a specific focus on treasury products, systems, operations, and client servicing
Strong client-facing skills in a virtual environment; able to clearly communicate, guide and influence clients and business partners
Strong organizational, time management, and problem-solving skills, with the ability to quickly grasp concepts and processes with limited guidance from management
Strong written and verbal communication skills
Must be able to work in a team environment with the ability to interact well with co-workers and management in a positive manner
Versatility, flexibility, and a willingness to work consistently changing priorities with enthusiasm and urgency

Responsibilities

Work closely with the Treasury Management Bankers to coordinate and plan a proactive and purpose-driven calling effort into the existing portfolio
Build client proformas, pitches and relationship reviews
Manage and coordinate new implementations with the Onboarding Team
Track and monitor revenue realization for new sales
Proactively engage with existing clients with periodic reviews with an eye to increase sales and client retention
Perform prospect research and client analytics to assist in pre-call planning efforts
Be opportunistic with positioning new solutions to existing clients based on “in the moment” needs
Other revenue generating and client retention tasks as needed
Limited client service responsibility, focused on escalation, systemic, and onboarding issues
Support bank initiatives in customer change management
Develop a detailed understanding of product solutions to serve as product expert
Stay informed of industry trends, regulatory changes, pricing trends, and technological advancements affecting treasury management
Periodic internal reporting for treasury management leadership and relationship teams
Develop strong working relationships with bankers and internal/external partner groups
Ensure all treasury management activities comply with bank policies, regulatory requirements, and risk management frameworks