Treasury Management Portfolio Manager II

Simmons Bank; Kansas City (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Simmons First National Corporation in the Kansas City area is seeking a Treasury Management Portfolio Manager II to supervise a defined portfolio of medium to high complexity and collaborate with Treasury Management Officers, Bankers, and Market leadership.

The role involves facilitating Treasury Management implementations, elevating service delivery for commercial customers, training on new product lines, and cross-selling Treasury Management products while ensuring compliance and high-quality

Qualifications

• Bachelor's degree or equivalent work experience.
• Five plus years of related experience; with at least four years of Treasury Management experience preferred.
• Thorough knowledge of treasury management products.
• Excellent professional verbal and written communication skills.
• Strong customer service skills.
• Proficient computer navigation skills using Microsoft Office applications.

Responsibilities

• 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 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

Task accuracy

Teamwork

Problem solving

Reading & interpreting docs

Interpersonal skills

Prioritization

Problem escalation

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Summary

Treasury Management Portfolio Manager II manages a defined Treasury Management portfolio of medium to high complexity. Associate will be responsible for collaborating with Treasury Management Officers (TMO), Bankers, and Market leadership to proactively manage existing customers, Treasury Management Implementation (TMI) to oversee facilitation of implementing banking services to existing customers, and work with Management Operations, Product, and/or Pricing to elevate and resolve problems for Commercial customers.

Essential Duties and Responsibilities

• 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 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.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

• Ability to perform tasks quickly and accurately.
• Ability to operate in a team environment to accomplish shared goals.
• Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form.
• Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations.
• Ability to maintain effective interpersonal relationships with management and team members.
• Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor
• Ability to identify and resolve/escalate problems with minimal guidance

Education and/or Experience

• Bachelors degree or equivalent work experience
• Five plus years of related experience; with at least four years of Treasury Management experience preferred.

Computer Skills

• MS Office programs

Certificates, Licenses, Registrations

Other Qualifications (including physical requirements)

• Thorough knowledge of treasury management products
• Excellent professional verbal and written communication skills
• Strong customer service skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Skills Training:

• Communication, Customer Service, Bank Products and Services, Telephone

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.