[Hiring] Treasury Management Portfolio Manager @California Bank & Trust

Role Description

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.

• 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