Treasury Management Portfolio Manager II — Grow Key Relationships

Simmons Bank; Kansas City (MO); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Task accuracy

Teamwork

Problem solving

Reading & interpreting docs

Interpersonal skills

Prioritization

Problem escalation

Formazione

Bachelor's degree or equivalent

Strumenti

MS Office

Descrizione del lavoro

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