GTP Treasury Portfolio Manager

Overview

This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue lift.

Responsibilities

• Directly manage an assigned portfolio of high-volume GTP client relationships with the objectives of improving sales efficiency and growing portfolio revenue (relationship and portfolio growth management).
• Identify and manage the new cross-sell opportunities within the assigned portfolio and for deal size below the coverage of Treasury Relationship Manager (TRM).
• Be the day-to-day primary contact for the client and RM from the Deposits & Treasury Relationship prospective.
• Responsible for the revenue growth of assigned portfolio, including evaluation of repricing opportunities and the result of recommended pricing on overall account profitability.
• Act as the lead for all Treasury and Payments products and introduce other technical sales/product partners on product specific opportunities (e.g. merchant, commercial card, FX, derivatives, etc.).
• Establish professional relationships with key entity principles to increase share of wallet.
• Keep sales activities tracking up to date in CRM system to ensure adequate recordkeeping of bank relationships, calling activities and sales opportunities.
• Responsible for meeting or exceeding all assigned sales and portfolio goals.
• Actively ensure compliance with all EWB policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and suspicious activity reporting requirements, etc.
• May perform other duties as assigned

Qualifications

• Minimum 3-5 years of Treasury and Payments sales and relationship management experience.
• Experience working in small business/retail & business banking segments.
• Knowledge of treasury management concepts and principles as related to Bank products and services.
• Good working knowledge of portfolio management techniques.
• Also familiar with Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, etc.
• Bachelor’s degree is typically required.
• Certified Treasury Professional (CTP) accreditation preferred.
• Excellent verbal and written communication skills to include selling of Bank services and coordinating with others throughout the Bank to ensure clients receive superior operational support.
• Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.

Compensation

The base pay range for this position is USD $85,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.