Treasury Management Portfolio Manager – Remote within CA

Zionsbancorp; Los Angeles (CA); Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

Paid Time Off and holidays

401(k) plan with company match

Tuition reimbursement

Employee wellness programs

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a seasoned Treasury Management Portfolio Manager to support high-value Treasury Management clients remotely within California. You will expand client relationships, manage treasury needs, and coordinate with cross-functional teams to ensure exceptional service and efficient onboarding of major client relationships.

The role requires a Bachelor’s degree in business or finance and 2 years in banking/treasury; strong sales,

Qualifications

• Requires a bachelor's degree in business, finance or related field with 2 years of banking or treasury experience.
• Solid knowledge of treasury management, banking products and procedures.
• Strong communication and relationship-building abilities, verbal and written.

Responsibilities

• Provide primary servicing support for high-value, complex Treasury Management clients.
• Expand and build relationships, maintain high client satisfaction by managing treasury needs.
• Track client issues to resolution and coordinate with other teams for action.
• Escalate issues with bankers, management and product/vendor teams as needed.
• Align loan clients with treasury products fitting ongoing needs.
• Identify other client banking needs and cross-sell opportunities.
• Facilitate onboarding of major client relationships or complex industries.
• Review sales, service and implementation processes to improve efficiency.
• Perform other duties as assigned.

Skills

Relationship management

Treasury management

Banking products

Sales skills

Communication skills

Education

Bachelor's degree in business or finance

Tools

MS Office

Job description

Treasury Management Portfolio Manager – Remote within CA(

Job Number:

1. hours per week: 40

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.

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.

Work Locations

California-Los Angeles-LA – Hope Street
Treasury Mgmt

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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