Treasury Client Portfolio Manager

Eastern Bank; Lynn (MA); On-site; USD 75,000 - 100,000; Full time

Job summary

Eastern Bank is looking for a Portfolio Manager to support the Treasury Services clients. This role includes managing client relationships, resolving cash management issues, and contributing to projects within the bank. Candidates should have an associate's degree and at least three years of experience in cash management, along with strong communication and organizational skills.

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Retirement plan

Vacation

Tuition reimbursement

Qualifications

• 3 years of Cash Management experience required.
• Must have a working understanding of cash management products and tools.
• Proficiency with cash management platforms like Bottomline Technologies preferred.

Responsibilities

• Manage and resolve complex cash management issues.
• Coordinate proactive relationship management for clients.
• Participate in enterprise-wide projects leveraging cash management expertise.

Skills

PC Knowledge

Data Entry

Communication

Organizational skills

Education

Associate's degree in business related field

Tools

Salesforce

Microsoft Office Excel

FIS Tools

Job description

4 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Job Description

Under direction of SVP, Treasury Services Manager, this role provides day-to-day support to the RM-managed portfolio of Treasury Services clients, ensuring consistent delivery on Service Level Agreements and supporting Client Experience and Proactive Relationship Management objectives. This role serves as a Portfolio Manager to the entirety of Treasury Services portfolio clients, ensuring seamless servicing while the Relationship Managers are engaged in proactive client calling. A successful candidate will also contribute to enterprise-wide projects and support both the Treasury Services Manager & Client Delivery Manager in their client support strategy.

Job Description

Under direction of SVP, Treasury Services Manager, this role provides day-to-day support to the RM-managed portfolio of Treasury Services clients, ensuring consistent delivery on Service Level Agreements and supporting Client Experience and Proactive Relationship Management objectives. This role serves as a Portfolio Manager to the entirety of Treasury Services portfolio clients, ensuring seamless servicing while the Relationship Managers are engaged in proactive client calling. A successful candidate will also contribute to enterprise-wide projects and support both the Treasury Services Manager & Client Delivery Manager in their client support strategy.

Major Responsibilities:

• Provides daily high touch support to Treasury Services clients which include managing and resolving complex cash management issues and requests, deposit account servicing, client support and delivering a positive client experience.
• Assists with proactive relationship management for clients assigned to the Treasury Services P&L. Works with Relationship Managers to coordinate and prepare for a minimum of four annual touchpoints and documents appropriately in CRM (Salesforce/Sales Management)
• Works with TS Sales and Onboarding teams on complex implementations and training, serving as PM on sensitive client projects. Trains customers on basic cash management functions as needed due to volumes and SLAs.
• Serves as a resource assisting other areas of the bank, including the Business Services Team, Commercial Division, Retail and Operations with cash management issues and needs.
• Participates in enterprise-wide projects as needed, leveraging cash management expertise to add client and operational insights to key initiatives.
• Keeps abreast of industry changes through available training.
  
  

PROBLEM SOLVING & DECISION MAKING:

This employee is required to perform assigned job duties independently and responsibly. This employee is accountable for the quality and quantity of work within the department and for completing follow up in a timely manner.

REQUIREMENTS:

PC Knowledge, Data Entry, Communication, Organizational skills.

Education and Experience:

Associate’s degree in business related field or equivalent combination of training and experience and/or 3 years of Cash Management experience.

Skills/Knowledge:

This person must have a working understanding of cash management products and tools, including account analysis accounts and functionality, and general deposit account knowledge. Proficiency with Microsoft Office Excel, Word, FIS Tools, Salesforce and Cash Management-specific platforms such as Bottomline Technologies, ERP Solutions and Remote Capture platforms preferred.

Working Conditions:

General working conditions are normal office hours of 8:30-5 M-F

About Us

At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.

Eastern Bank is an equal opportunity employer. All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.

At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at Eastern Bank by 2x

Get notified about new Client Portfolio Manager jobs in Lynn, MA.

Boston, MA $200,000.00-$230,000.00 1 month ago

Portfolio Manager - US Public Equities - Single Family Office

Boston, MA $750,000.00-$1,250,000.00 11 hours ago

Portfolio Manager - Equity Fund Services

Portfolio Manager - Commercial and Industrial Lending

Boston, MA $100,000.00-$225,000.00 3 months ago

Property Manager - Multifamily Portfolio

Community Development Portfolio Manager II

Boston, MA $100,000.00-$120,000.00 2 weeks ago

Cambridge, MA $180,000.00-$260,000.00 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.