Treasury Management Portfolio Manager - Remote within CA

California Bank & Trust; Los Angeles (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Adoption Assistance

HSA/FSA

Job summary

California Bank & Trust in California seeks a seasoned Treasury Management Portfolio Manager (Remote within CA) to provide primary servicing for high-value treasury relationships and expand client engagements.

You will coordinate cross-functional teams, identify cross-sell opportunities, onboard major client relationships, and drive process improvements while delivering exceptional service and compliance with banking regulations.

Qualifications

• Bachelor's in business, finance or related field and 2+ years banking/treasury experience.
• Working knowledge of banking and treasury products.
• Regulatory knowledge and compliance awareness.
• Strong sales and relationship management abilities.
• Excellent communication skills, verbal and written.
• Multitasking and deadline-driven.
• Attention to detail.

Responsibilities

• Provides primary servicing for high-value treasury management clients.
• Expands and builds client relationships and treasury product usage.
• Tracks client issues to resolution across teams.
• Escalates issues with bankers, management, and product/vendor teams.
• Aligns loan clients with appropriate treasury products.
• Identifies cross-sell opportunities and aids onboarding of major relationships.
• Reviews processes to recommend efficiencies.
• Other duties as assigned.

Education

Bachelor's degree in business, finance or related field

Tools

MS Office

Job description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a seasoned Treasury Management Portfolio Manager - Remote within California. This role provides primary support for portfolio clients of high value, complex Treasury Management relationships.

Essential Functions:

• Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
• Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients.
• Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.
• Escalate issues as necessary with bankers, management, and product/vendor management teams.
• Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.
• Identify other client banking needs and partner with key stakeholders on cross-sell opportunities.
• Facilitates onboarding of major client relationships or complex industry types.
• Review sales, service and implementation processes to recommend process efficiencies.
• Other duties as assigned.

Qualifications:

• Requires a Bachelors in business, finance or related field and 2+ years of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements.
• Working knowledge of banking, treasury management, banking/treasury products and procedures.
• Working knowledge of applicable regulatory requirements.
• Solid sales, client product and relationship management skills.
• Solid influence, problem resolution, customer service and communication skills, both verbal and written.
• Ability to effectively multitask, complete assignments and meet deadlines.
• Good attention to detail.
• Working knowledge of PCs and MS Office products.

Benefits:

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $70,000 - $95,000 annually depending on location and job-related factors such as level of experience.