Strategic Treasury Management Portfolio Lead

Simmons Bank; Oklahoma City (OK); Presencial; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Simmons Bank is seeking a Treasury Management Portfolio Manager II to oversee a medium to high complexity portfolio. You will collaborate with Treasury Management Officers, Bankers, and leadership to proactively manage existing customers and facilitate TM implementations.

Responsibilities include resolving issues, training on new product lines, and ensuring compliant operations, with ample cross-functional collaboration to deepen client relationships.

Formación

• Bachelor's degree or equivalent work experience is required.
• 5+ years of related experience; with at least four years of Treasury Management experience preferred.

Responsabilidades

• Fields escalated interactions with existing Treasury Management customers to assist with issues and concerns.
• Manage treasury portfolio of medium to high complexity.
• Identify opportunities to deepen existing customer relationships and cross sell TM products.
• Assists in customer training for new product lines.
• Clearly understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner.
• Plan, organize, and prioritize work to meet deadlines.
• Foster 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.

Conocimientos

Customer service

Team collaboration

Problem solving

Communication

Attention to detail

Prioritize multiple demands

Educación

Bachelor's degree or equivalent

5+ years Treasury Management experience

Herramientas

MS Office

Descripción del empleo

Simmons Bank is seeking a Treasury Management Portfolio Manager II to oversee a medium to high complexity portfolio. You will collaborate with Treasury Management Officers, Bankers, and leadership to proactively manage existing customers and facilitate TM implementations.

Responsibilities include resolving issues, training on new product lines, and ensuring compliant operations, with ample cross-functional collaboration to deepen client relationships.