Treasury Management Portfolio Manager II
Simmons Bank
Treasury Management Portfolio Manager II### Treasury Management Portfolio Manager IIApply: Houston, TX: Oklahoma City, OK: Dallas, TX: Memphis, TN: Nashville, TN: Full time: Posted Yesterday: R115640## It's fun to work in a company where people truly BELIEVE in what they're doing!*We're committed to bringing passion and customer focus to the business.***Position Summary**Treasury Management Portfolio Manager II manages a defined Treasury Management portfolio of medium to high complexity. Associate will be responsible for collaborating with Treasury Management Officers (TMO), Bankers, and Market leadership to proactively manage existing customers, Treasury Management Implementation (TMI) to oversee facilitation of implementing banking services to existing customers, and work with Management Operations, Product, and/or Pricing to escalate and resolve problems for Commercial customers. **Essential Duties and Responsibilities*** Fields escalated interactions with existing Treasury Management customers to assist with issues and concerns* Manage treasury portfolio of medium to high complexity* Identify opportunities to deepen existing customer relationships and cross sell TM products* Assists in customer training for new product lines* Clearly understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems, and general inquiries* Complete work in an efficient and accurate manner. Volume of work produced meets expectations. Plan, organize, and prioritize work to meet deadlines* Foster collaboration with other lines of business by building credibility and trust.* May accompany TMSC and/or TMI on customer calls* Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.* Performs other duties and responsibilities as assigned.**Qualifications**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.**Skills*** Ability to perform tasks quickly and accurately.* Ability to operate in a team environment to accomplish shared goals.* Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form.* Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations.* Ability to maintain effective interpersonal relationships with management and team members.* Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor* Ability to identify and resolve/escalate problems with minimal guidance**Education and/or Experience*** Bachelors degree or equivalent work experience* Five plus years of related experience; with at least four years of Treasury Management experience preferred.**Computer Skills*** MS Office programs**Certificates, Licenses, Registrations****Other Qualifications** (including physical requirements)* Thorough knowledge of treasury management products* Excellent professional verbal and written communication skills* Strong customer service skills* Proficient computer navigation skills using a variety of software packages including Microsoft Office applications**Other**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.**Skills Training:*** Communication, Customer Service, Bank Products and Services, Telephone*Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.*### About UsSince 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint. Parallel to our growth, Simmons Bank’s community roots run deep – these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates. Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth. If these cornerstones of company culture appeal to you, let’s talk! There’s never been a better time to join our team. #J-18808-Ljbffr Simmons Bank
$125k - $250k
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...this is a place where they belong. The Treasury and Chief Investment Office (TCIO) at JPMorgan... ...for firm wide asset and liability management for one of the world's largest global financial... ...00 billion global investment securities portfolio that is used to earn returns on excess...SuggestedFull timeWork at office$160k - $200k
...office based in New York City. Reporting to the Director of Portfolio & Relationship Manager, the Vice President is the primary contact and is... ...generation. Foster an environment of cross sell including treasury management services, equipment finance, FX and other FCB...SuggestedInterim roleWork at office$150k - $200k
...opportunity offers direct exposure to senior leadership, team management responsibilities, and the chance to play a key role in supporting... ...and account analyses • Assist with budgeting, forecasting, treasury functions, and management reporting • Manage expense...SuggestedFull timeWork at office- ...A leading real estate investment and management firm that operates a diverse portfolio of multifamily, industrial, and mixed-use developments across the... ...management, asset management, originations, capital markets, treasury, investor relations, compliance, legal, tax,...Full time
$171.2k - $285.3k
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Client: Family Office - Private Wealth Management Role: Senior Fund Accountant (Consultant) Pay Rate: $50/hr - $55/hr Location: Midtown... ...Family Office & Wealth Management Operations Monitor cash flow, treasury operations, and liquidity management across family investment...For contractorsWork at officeLocal area2 days per week3 days per week- ...operational risks effectively.Job DescriptionHedge Fund Operations Manager OverviewThe Hedge Fund Operations Manager will oversee and... ...automation initiatives.Work closely with Middle Office, Finance, Treasury, Compliance, Technology, Risk, and Investment teams.Monitor...Work at office
- ...15788Salary Type AnnuallyIndustry Asset Management;Private Equity;Real Estate;Investment ManagementSelling... ...metrics for stakeholders.Manage treasury operations, including liquidity... ...for investment vehicles within the fund portfolio.Prepare and review transactional activity...Work at office
$250k
...approximately 250 people provides asset management and advisory services to current and former... ...2500 individual clients, and (ii) our investments business consists of alpha... ...credit indices. In both activities, the portfolio management team is leveraged by MIO’s robust...Temporary workApprenticeshipWork at office$140k - $160k
...Description American Operator is looking to bring on our first Portfolio Accounting Manager to build and oversee day-to-day accounting processes,... ...reviews. Support the Controller with audit, tax, treasury, and payroll needs by delivering clean, well-documented operating...Work experience placementWork at officeLocal areaRemote work- ...Institutional Investment Solutions (“IIS”) is a highly specialized global team of... ...professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in... ...from bespoke multi-asset discretionary portfolios to tailored single asset class mandates....
$200k - $300k
...Institutional Trading, ExecutiveCompany: CitiThe Funding and Resource Management (FRM) team is responsible for the refinancing of all asset... ...for the platform to run efficiently.Coordinate with the Treasury department and Equity CFO on liquidity and Capital forecast.Measure...Full time$96.5k - $207.5k
...banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Portfolio Manager manages a portfolio through comprehensive financial analysis... ..., amendments, waivers, and ancillary products (e.g., treasury management, FX, interest rate derivatives and commodity exposure...Full time- Overview Fund Accounting & Financial Reporting/Management Company Accounting & Reporting Oversee... ...presentations Review & analyze portfolio company data for the fund’s quarterly valuation... ...call and distribution processes Oversee treasury, cash management, and banking...
$200k - $260k
...Difference You Make:The SCIB Transaction Manager - SCIB Lending (incl. Leveraged Finance... ...Legal, Compliance, Agency, Capital Markets, Treasury, Finance, Operations and Back Office,... ....·Support clean handoff to Portfolio Management, Agency, Operations and Servicing...Hourly payFull timeContract workWork experience placementWork at officeShift work3 days per week- ...Real Estate Controller to oversee the financial management of REA Debt Funds. You will coordinate reporting, treasury, and accounting across multiple funds, ensuring... ...and drive accurate financial analyses for portfolio management and #J-18808-Ljbffr Next Frontier Capital
$275k - $315k
...experienced senior corporate banking leader to serve as aDivision Manager for the GIS Northeast division.This position will provide... ...from across U.S. Bank- Strong understanding of capital markets, treasury management, payments and other corporate banking solutions- Ability...Full timeLocal area3 days per week- J.P. Morgan Asset Management, a leading global alternatives manager, offers innovative solutions... .... We provide customized alternative portfolios tailored to client needs, spanning real... ...analysis, accounting, taxation, treasury functions, internal controls, external...
- ...One of the top Hedge Funds is looking to hire a Treasury/Portfolio Finance Manager. The job sits in their Global Treasury division. ·Execute strategy, delivery, automation, and relationship management internally and externally. This will touch both asset management...
$175k - $240k
...key strategic growth area for the firm, managing approximately $150 billion across a diverse... ..., audit and regulatory coordination, treasury and liquidity management, and oversight... ...the opportunity to partner closely with Portfolio Management, Legal, Tax, Compliance, and...Flexible hoursShift work$104k - $137k
...adaptability, we invite you to consider joining our Revenue Cycle Operations department in our New York office as an Analyst II: Client Pricing and Rates Management. The Analyst II: Client Pricing and Rates Management is responsible for the proper implementation and maintenance...Contract workWork at officeShift work- ...behalf of a boutique alternative investment management firm that's looking to hire an... ...counterparty and concentration risk, and challenge portfolio managers on exposures and sizing.... ...Partner with Operations, Valuation, Treasury and Compliance on counterparty exposure,...Part time
$200k - $250k
...client-first culture.Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a... ...seeking a proactive and professional individual to serve as a Portfolio Manager as part of our Investment Solutions Team. This individual...Full timeTemporary workH1bWork at officeWorldwide- ...Our ClientClient is a fast-growing fintech firmJob DescriptionPortfolio Manager ResponsibilitiesAs part of the clients registered investment advisory business, you will oversee discretionary portfolios of structured investments, making independent buy and sell decisions...
- ...BA)Employment Full TimeWorking Type On SiteJob Reference 0000019734Salary Type AnnuallyIndustry Investment Management;FinTechSelling Points Lead impactful portfolio strategies at a growing firm with equity opportunities. Collaborate with diverse teams and gain exposure...
- ...create a better world - for our customers, our people, our investors, our communities and the planet we all share.You’ll manage our US equity portfolios for Private Bank clients, delivering strong risk-adjusted performance within a fiduciary framework. You’ll combine deep...
$275k - $315k
...experienced senior corporate banking leader to serve as a Division Manager for the GIS Northeast division. This position will provide... ...across U.S. Bank - Strong understanding of capital markets, treasury management, payments and other corporate banking solutions -...Temporary workLocal area3 days per week$115k - $190k
Portfolio Solutions TeamThe Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program with over...Temporary work
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