Portfolio Manager

Job Description

Job Description

We are looking for an experienced Treasury Services Manager to support treasury and cash management initiatives for a financial institution in Grand Blanc, Michigan. This role will guide day-to-day treasury operations, strengthen commercial member relationships, and help expand deposit-related services through thoughtful product oversight and service delivery. The position also partners across lending, branch operations, finance, and technology teams to align treasury offerings with organizational goals while maintaining strong controls and regulatory compliance.

Responsibilities:

• Direct treasury and cash management activities to support liquidity, service quality, and sustainable deposit growth.

• Lead and develop a team responsible for treasury services, setting priorities and promoting high standards of execution.

• Work closely with lending, branch, finance, and information systems partners to ensure treasury products and processes meet business needs.

• Evaluate service usage, financial performance, and operational trends to improve product effectiveness and identify growth opportunities.

• Oversee risk controls and compliance practices across treasury functions, ensuring procedures align with applicable regulatory expectations.

• Manage the setup and onboarding of commercial clients, including product education, service configuration, and readiness for operational use.

• Provide ongoing support for treasury clients by resolving service issues, maintaining documentation, and reinforcing best practices.

• Monitor and enhance treasury offerings such as remote deposit capture, merchant services, bill pay, positive pay, and lock box solutions.

• Drive continuous improvement efforts within treasury operations, including process refinement and implementation of new service capabilities when needed.

• Bachelor's Degree in Accounting, Finance, Business, Econ is Mandatory
• At least 5 years of experience in treasury management, cash management, or related banking services.
• Minimum of 3 years of leadership experience with responsibility for guiding teams and operational performance.
• Prior experience in a bank or credit union environment is required.
• Strong knowledge of treasury services, including commercial onboarding and cash management solutions.
• Experience reviewing product performance, profitability, and service utilization to support business decisions.
• Understanding of operational risk management, internal controls, and regulatory compliance within financial services.
• Familiarity with products such as remote deposit capture, merchant services, bill pay, positive pay, and lock box services.