GTP Treasury Portfolio Manager

Job Description

Job Description

Overview

This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue lift.

Responsibilities

• Directly manage an assigned portfolio of high-volume GTP client relationships with the objectives of improving sales efficiency and growing portfolio revenue (relationship and portfolio growth management).
• Identify and manage the new cross-sell opportunities within the assigned portfolio and for deal size below the coverage of Treasury Relationship Manager (TRM).
• Be the day-to-day primary contact for the client and RM from the Deposits & Treasury Relationship prospective.
• Responsible for the revenue growth of assigned portfolio, including evaluation of repricing opportunities and the result of recommended pricing on overall account profitability.
• Act as the lead for all Treasury and Payments products and introduce other technical sales/product partners on product specific opportunities (e.g. merchant, commercial card, FX, derivatives, etc.)
• Establish professional relationships with key entity principles to increase share of wallet.
• Keep sales activities tracking up to date in CRM system to ensure adequate recordkeeping of bank relationships, calling activities and sales opportunities.
• Responsible for meeting or exceeding all assigned sales and portfolio goals.
• Actively ensure compliance with all EWB policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and suspicious activity reporting requirements, etc.
• May perform other duties as assigned

Qualifications

• Minimum 3-5 years of Treasury and Payments sales and relationship management experience.
• Experience working in small business/retail & business banking segments.
• Knowledge of treasury management concepts and principles as related to Bank products and services.
• Good working knowledge of portfolio management techniques. Also familiar with Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, etc.
• Bachelor’s degree is typically required.
• Certified Treasury Professional (CTP) accreditation preferred.
• Excellent verbal and written communication skills to include selling of Bank services and coordinating with others throughout the Bank to ensure clients receive superior operational support.
• Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.