Treasury Management Portfolio Lead: Growth & Strategy

simmonsbank; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Simmons First National Corporation in Houston, TX is seeking a Treasury Management Portfolio Manager II to oversee a defined portfolio of medium to high complexity. You will collaborate with Treasury Management Officers, Bankers and Market leadership to proactively manage existing customers and oversee Treasury Management implementations.

The role focuses on identifying opportunities to deepen relationships, cross-sell TM products, training customers on new product lines, and ensuring service

Qualifications

• Bachelor's degree or equivalent work experience.
• Five plus years of Treasury Management experience preferred.
• Strong verbal and written communication.
• Proficient with MS Office suite.

Responsibilities

• Field 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 with the ability to deal effectively and tactfully with customers in handling complaints, problems, and general inquiries
• Complete work in an efficient and accurate manner. Volume of work produced meets expectations. 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 as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Skills

Treasury management

Customer service

Cross-functional collaboration

Problem solving

Communication skills

Teamwork

Education

Bachelor's degree or equivalent work experience

Tools

MS Office

Job description

Simmons First National Corporation in Houston, TX is seeking a Treasury Management Portfolio Manager II to oversee a defined portfolio of medium to high complexity. You will collaborate with Treasury Management Officers, Bankers and Market leadership to proactively manage existing customers and oversee Treasury Management implementations.

The role focuses on identifying opportunities to deepen relationships, cross-sell TM products, training customers on new product lines, and ensuring service