GTP Treasury Portfolio Manager

East West Bank; Houston (TX); On-site; USD 85,000 - 150,000; Full time

Job summary

A leading financial institution is seeking a GTP Treasury Portfolio Manager for their Houston, TX office. This role involves managing client relationships, driving revenue growth, and ensuring compliance with banking regulations. Ideal candidates will have 3-5 years of experience in Treasury sales and a bachelor’s degree. The position offers a competitive salary range between $85,000 and $150,000 annually.

Qualifications

• 3-5 years of Treasury and Payments experience in sales and relationship management.
• Experience in business banking segments.
• Good understanding of portfolio management and bank operations.

Responsibilities

• Manage high-volume GTP client relationships to improve sales efficiency.
• Identify and manage new cross-sell opportunities.
• Ensure compliance with all EWB policies and procedures.

Skills

Treasury and Payments sales

Relationship management

Portfolio management techniques

Excellent communication skills

Knowledge of banking regulations

Education

Bachelor's degree

Certified Treasury Professional (CTP)

Tools

MS Word

Excel

PowerPoint

Job description

GTP Treasury Portfolio Manager

Join to apply for the GTP Treasury Portfolio Manager role at East West Bank

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi‑cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high‑tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top‑performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

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.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

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.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Industries

Banking