Treasury Management Portfolio Manager (Remote)

Salary: Competitive Salary
Job Type: Full time
Experience: Senior Level

California Bank & Trust

Treasury Management Portfolio Manager (Remote)

Treasury Management Portfolio Manager | California Bank &Trust | United States

Associates at California Bank & Trust work in arelationship-centered culture where they are provided with the tools,training, and opportunities to build the best possible relationships with...
Associates at California Bank & Trust work in arelationship-centered culture where they are provided with the tools,training, and opportunities to build the best possible relationships withour clients and with each other. Our workplace culture values eachassociate’s unique experiences, background and perspectives and providesa collaborative environment for all employees to grow andthrive.    As a premier California-focused financial services company dedicated toserving its communities, families, and businesses (small, mid-sized andlarge), CB&T has been active for 70 years and has more than 80full-service branch offices across the state. This dedication has helpedthe bank earn recognition as a perennial powerhouse in yearly voting for“Best Bank” and “Best Commercial Bank” from the readers of SanDiego Union-Tribune and Orange County Register . Additionally, as adivision of Zions Bancorporation, the bank has collected multiple GreenwichExcellence Awards for “Overall Client Satisfaction” in Small Business& Middle Market Excellence Awards.  We are looking for a seasoned Treasury Management SalesConsultant. This is a remote position. This role provides primaryservicing support for portfolio clients of high value, complex TreasuryManagement relationships. Essential Functions: Provides primary servicing support for portfolio clients of highvalue, complex Treasury Management relationships. Responsible for expanding and building relationships, maintaining ahigh level of client satisfaction by generating, managing and servicing thetreasury needs of clients. Track client-related issues to resolution, including those handed offto other teams for action and ensures client issues are resolvedappropriately and expeditiously. Escalate issues as necessary with bankers, management, andproduct/vendor management teams. Responsible for properly aligning loan clients with treasury products,which fit their ongoing needs. Identify other client banking needs and partner with key stakeholderson cross sell opportunities. Facilitates onboarding of major client relationships or complexindustry types. Review sales, service and implementation processes to recommendprocess efficiencies. Other duties as assigned. Qualifications:  Requires a Bachelors in business, finance or related field and 2+years of banking, treasury/cash management, product sales, relationshipmanagement, lending or other directly related experience. A combination ofeducation and experience may meet job requirements. Working knowledge of banking, treasury management, banking/treasuryproducts and procedures. Working knowledge of applicable regulatory requirements. Solid sales, client product and relationship management skills. Solid influence, problem resolution, customer service andcommunication skills, both verbal and written. Ability to effectively multitask, complete assignments and meetdeadlines. Good attention to detail. Working knowledge of PCs and MS Office products. Benefits: Medical, Dental and Vision Insurance – START DAY ONE! Life and Disability Insurance, Paid Parental Leave and AdoptionAssistance Health Savings (HSA), Flexible Spending (FSA) and dependent careaccounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, andany applicable state holidays 401(k) plan with company match, Profit Sharing, competitivecompensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in anaccredited degree program related to the needs of the business, maximum of$5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of$X – $X annually depending on job-related factors such as level ofexperience. Show more Show lessTagged as: remote, remote job, virtual, Virtual Job,virtual position, Work at Home, work from home
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