[Hiring] Treasury Management Portfolio Manager @NBH Bank

Role Description

As a Treasury Management Portfolio Manager, you will be responsible for:

• Working closely with the Treasury Management Sales, Implementation, and Support teams.
• Coordinating workflows to deliver product agreements and implement products directly to clients.
• Providing a full range of client services, including:
• Identifying prospective clients and understanding the needs of current and prospective clients.
• Marketing new and enhanced services.
• Assisting leaders within the Treasury Management Department to deliver services efficiently and professionally.
• Educating clients on Treasury Management products and distributing information from Treasury Support effectively.
• Updating and providing technical and sales assistance and training for clients.
• Pro-actively training clients and cross-selling products and services as appropriate.
• Working with Legal to update client agreements for accuracy and conducting follow-ups with modifications and corrections.
• Auditing all treasury agreements applicable to risk.
• Developing and maintaining treasury files and a range of reports, including:
• Identification of profitable treasury services accounts.
• Sales production reports.
• Analysis of client activity.
• Working closely with the Risk team to maintain current knowledge and compliance with regulations and bank policies related to the position, including:
• Bank Secrecy Act (BSA).
• Office of Foreign Assets Control (OFAC) requirements.
• Interacting with associates, management, clients, and vendors in a professional and tactful manner.

Qualifications

• High School Education or equivalent.
• 6+ years in banking or relevant job experience.
• A passion for providing outstanding client service and the ability to teach others.
• Ability to perform within a complex, multi-functional technical environment.
• Excellent business communication and interpersonal skills.
• Strong detail orientation.
• Sound judgment and decision-making abilities.
• Ability to organize, prioritize, and meet deadlines.
• Ability to perform essential functions of the job with or without accommodation.
• Highly dependable and responsible with a keen eye for detail.
• Strong knowledge of financial services compliance and audit requirements.
• Ability to perform duties with minimal supervision.
• Excellent client organizational and problem-solving skills.
• Ability to facilitate multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment.

Requirements

• Associate’s or Bachelor’s degree (desired).
• Experience with bank call center/client servicing (desired).
• 3+ years in Treasury Management or equivalent bank roles (desired).
• Banking Center or previous Treasury Management experience preferred.

Benefits

• Generous benefits package including insurance.
• 401k plan.
• Associate stock purchase program.
• Paid time off.
• Associate banking perks.