Portfolio Manager Jobs

About The Position

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

• 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