Treasury Management - Portfolio Manager

NBH Bank; Oregon; Hybrid; USD 110,000 - 170,000; Full time

Job summary

NBH Bank is seeking a Treasury Management Portfolio Manager to lead client service and implementation across treasury products. You will coordinate workflows, educate clients, and partner with Sales, Legal and Risk to ensure compliant, timely deliveries.

In this role you will identify client needs, cross-sell services, maintain treasury files and performance reports, and support risk and regulatory compliance including BSA/OFAC requirements.

Qualifications

• High School Education or equivalent.
• 6+ years in banking or relevant job experience.
• A passion for providing outstanding client service and the ability to teach others to do the same.
• Ability to perform within a complex, multi-functional technical environment.
• Excellent business communication and interpersonal skills
• Strong detail orientation
• Sound judgment and decision-making abilities
• Ability to organize and prioritize and meet deadlines
• Ability to perform essential functions of the job with or without accommodation
• Highly dependable and responsible with a keen eye for detail
• Strong knowledge of financial services compliance and audit requirements for our team
• Perform duties with minimal supervision
• Excellent client organizational and problem solving skills
• Ability to facilitate multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment

Responsibilities

• Coordinate workflows delivering product agreements and the implementation of treasury products to clients.
• Educate clients on Treasury Management products and distribute information from Treasury Support.
• Update and provide technical and sales assistance and training for clients.
• Proactively train clients and cross-sell products and services as deemed appropriate.
• Liaise with Legal to update client agreements for accuracy and track modifications.
• Audit treasury agreements for compliance and risk.
• Develop and maintain treasury files and reports including profitability and client activity analyses.
• Collaborate with Risk to maintain knowledge of regulations and bank policies.

Skills

Treasury management

Banking industry knowledge

Client service

Communication skills

Compliance awareness

Project coordination

Training and teaching

Cross-functional collaboration

Education

Associate's or Bachelor's degree

Job description

It starts with our culture ...Common sense has never been common.If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.That's the basics of Relationships. Fairness. Simplicity®.

When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.As aTreasury Management Portfolio Manager , you will be responsible for working closely with the Treasury Management Sales, Implementation and Support.

You will be responsible for coordinating workflows delivering product agreements and the implementation of said products successfully directly to clients.This position requires someone with knowledge of treasury management products and services as well as the overall knowledge of the banking industry and the respective market areas served. You will be responsible for providing a full range of client services including identifying prospective clients and the needs of current and prospective clients, marketing new and enhanced services and assisting leaders within the Treasury Management Department to deliver services efficiently and professionally. This role will require educating clients on Treasury Management products and distributing information from Treasury Support to clients effectively.

You will be required to update and provide technical and sales assistance and training for clients.You will be responsible to pro-actively train the clients and cross-sell products and services as deemed appropriate.You will be required to work with Legal to update client agreements, for accuracy and conducting follow up with modifications and corrections.You will need to be responsible for auditing all treasury agreements applicable to risk. You will have to develop and maintain treasury files and a range of reports including the identification of profitable treasury services accounts, sales production reports and analysis of client activity.You will also work closely with the Risk team to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Your interaction with others (associates, management, clients, and vendors) should always be done in a professional and tactful manner including treating them with respect and consideration regardless of their status or position.

Minimum Requirements:

• * High School Education or equivalent*
• * 6+ years in banking or relevant job experience*
• * A passion for providing outstanding client service and the ability to teach others to do the same.*
• * Ability to perform within a complex, multi-functional technical environment.*
• * Excellent business communication and interpersonal skills*
• * Strong detail orientation*
• * Sound judgment and decision-making abilities*
• * Ability to organize and prioritize and meet deadlines*
• * Ability to perform essential functions of the job with or without accommodation*
• * Highly dependable and responsible with a keen eye for detail*
• * Strong knowledge of financial services compliance and audit requirements for our team*
• * Perform duties with minimal supervision*
• * Excellent client organizational and problem solving skills*
• * Ability to facilitate multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment*

Desired Qualifications:

• * Associate's or Bachelor's degree*
• * Experience with bank call center/client servicing*
• * 3+ years in Treasury Management or Equivalent bank roles*
• * Banking Center or previous Treasury Management experience preferred

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to our communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• * We are committed to our core value of meritocracy and supporting our associates in growing within their role
• * When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• * Sitting for extensive periods of time (typically no longer than 8 hours)
• * Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours)
• * Must be able to work overtime to the extent necessary

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here . If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Colorado Residents:

In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Selected candidate(s) for hire must complete the following prior to employment:

a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record.

Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.