GTP Treasury Portfolio Manager

East West Bank; New York (NY); On-site; USD 90,000 - 160,000; Full time

Job summary

A prominent financial institution in New York is hiring a Treasury Relationship Manager. The role involves managing a high-volume portfolio, identifying cross-sell opportunities, and driving revenue growth while ensuring compliance with institutional policies. The ideal candidate will have significant experience in Treasury and Payments, strong communication skills, and a Bachelor's degree. Compensation ranges from $90,000 to $160,000 annually, depending on experience and qualifications.

Qualifications

• Minimum 3-5 years of Treasury and Payments sales and relationship management experience.
• Knowledge of treasury management concepts and principles.
• Good working knowledge of portfolio management techniques.

Responsibilities

• Directly manage assigned portfolio of high-volume GTP client relationships.
• Establish professional relationships to increase share of wallet.
• Ensure compliance with all EWB policies and procedures.

Skills

Treasury and Payments sales

Relationship management

Communication skills

Portfolio management

Education

Bachelor’s degree

Certified Treasury Professional (CTP) accreditation

Tools

MS Word

Excel

PowerPoint

Job description

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.

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 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 perspective.
• 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 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.
• 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

Base pay range: USD $90,000.00 / yr. – USD $160,000.00 / yr. Exact offers will be determined based on job‑related knowledge, skills, experience, and location.

Additional Information

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Job function: Finance and Sales
• Industry: Banking

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