Commercial Deposit Portfolio Manager

Job Opening Details

The Commercial Deposit Portfolio Manager position is available to work Monday - Friday from 8:30 AM to 5:30 PM at the South Ogden Branch of the Bank of Utah, located at 4605 Harrison Blvd, South Ogden, UT.

Job Qualifications

• 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.
• A college degree or equivalent experience is required.
• Prior experience in portfolio relationship management or customer relationship assistant is preferred.

Benefits of Working with Us

• 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.

Job Description

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.