Treasury Management Portfolio Manager II

About the role

Treasury Management Portfolio Manager II manages a defined Treasury Management portfolio of medium to high complexity. The associate collaborates with Treasury Management Officers (TMO), Bankers, and Market leadership to proactively manage existing customers, works with Treasury Management Implementation (TMI) to oversee facilitation of implementing banking services to existing customers, and partners with Management Operations, Product, and/or Pricing to escalate and resolve problems for Commercial customers.

Responsibilities

• Fields escalated interactions with existing Treasury Management customers to assist with issues and concerns
• Manages treasury portfolio of medium to high complexity
• Identifies opportunities to deepen existing customer relationships and cross-sell TM products
• Assists in customer training for new product lines
• Clearly understands customer needs and expectations while delivering customer service in a knowledgeable, accurate, and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems, and general inquiries
• Completes work in an efficient and accurate manner; volume of work produced meets expectations
• Plans, organizes, and prioritizes work to meet deadlines
• Fosters collaboration with other lines of business by building credibility and trust
• May accompany TMSC and/or TMI on customer calls
• Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures, including completion of required compliance training
• Performs other duties and responsibilities as assigned

Qualifications

• Bachelor's degree or equivalent work experience
• Five plus years of related experience; at least four years of Treasury Management experience preferred
• Thorough knowledge of treasury management products
• Excellent professional verbal and written communication skills
• Strong customer service skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Skills

• Ability to perform tasks quickly and accurately
• Ability to operate in a team environment to accomplish shared goals
• Ability to solve practical problems and interpret a variety of instructions provided in written and/or oral form
• Ability to read and interpret documents such as procedures manuals, general business correspondence, journals, or government regulations
• Ability to maintain effective interpersonal relationships with management and team members
• Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor
• Ability to identify and resolve/escalate problems with minimal guidance
• MS Office programs proficiency
• Training in Communication, Customer Service, Bank Products and Services, Telephone