Talent.com
East West Bancorp
GTP Treasury Portfolio ManagerEast West Bancorp • Dallas, TX, United States
GTP Treasury Portfolio Manager

GTP Treasury Portfolio Manager

East West Bancorp • Dallas, TX, United States
30+ days ago
Salary
$85,000.00 yearly
Job type
  • Full-time
Job description

Global Treasury And Payments Sales Manager

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 include:

  • 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 include:

  • 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.

The base pay range for this position is USD $85,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Create a job alert for this search

GTP Treasury Portfolio Manager • Dallas, TX, United States

Similar jobs

Remote Personal Financial Advisor (Private Wealth)

Micro1Ennis, Texas, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Sr Treasury Management Portfolio Manager

HuntingtonDallas, TX, United States
Full-time

Sr Treasury Management Portfolio Manager For Pricing.The Sr Treasury Management Portfolio Manager for Pricing leads the strategy, development, and performance of the bank's enterprise pricing frame... Show more

 • Promoted

Portfolio Manager (Tech Team)

Susser BankDallas, TX, United States
Full-time

The Portfolio Manager is responsible for supporting the Bank's portfolio of business by servicing prospective and current customers with a variety of commercial loans.These activities will be accom... Show more

 • Promoted

Treasurer

TradeJobsWorkForce75339 Dallas, TX, US
Full-time

Treasurer Job Duties: Analyzes and recommends optimal capital structure alternatives ... Show more

 • Promoted

Portfolio Manager

Lee FinancialDallas, TX, United States
Full-time

Central Expressway, Suite 1800, Dallas, TX, 75206, United States. Show more

 • Promoted

Manager, Treasury

Rithum LinkedIn BoardDallas, TX, United States
Full-time

Rithum is the world's most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences.We provide an unmatched platform for ... Show more

 • Promoted

Treasury Director | Kyriba Expert & Leader

Clearsulting LLCDallas, TX, United States
Full-time

A top consulting firm based in the US is seeking a Director for Treasury solutions.The role involves expert guidance on Kyriba implementations and leading client engagements.Candidates must have at... Show more

 • Promoted

Portfolio Manager

First United BankDallas, TX, United States
Full-time

Under general direction, this position provides support to Loan Officers in their production and management of their commercial & consumer loan portfolios.Acts as a key contact for commercial and c... Show more

 • Promoted

Portfolio Manager

Omni InclusiveDallas, TX, United States
Full-time

Program director oversees the development, implementation, and management of specific programs or initiatives within an organization, ensuring they align with strategic goals and objectives.Strateg... Show more

 • Promoted

Strategic Finance Leader - FP&A, Treasury & Growth

Thomas, Edwards GroupAddison, TX, United States
Full-time

Thomas, Edwards Group seeks a Vice President of Finance in Addison, TX to lead FP&A, treasury, accounting, and debt financing while partnering with executive leadership.The role requires deep lendi... Show more

 • Promoted

Portfolio Manager

Catalyst Corporate Federal Credit UnionPlano, TX, United States
Full-time +1

Full Time, Permanent Opportunity for Portfolio Manager (Must be local to Plano, TX).Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve.Whether ... Show more

 • Promoted

VP, Portfolio Manager Commercial Banking Dealer Finance

BmoDallas, TX, United States
Part-time

Commercial Banking Loan Analyst.Analyzes credit information to support lending decisions and processes for new and existing Dealer Finance commercial banking loans and credit solutions in an assign... Show more

 • Promoted

Portfolio Associate/Asset Manager

KKRDallas, TX, United States
Full-time

Portfolio Associate/Asset Manager.KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.KKR aims to generate attractive... Show more

 • Promoted

GTP Treasury Portfolio Manager

East West BancorpDallas, TX, United States
Full-time

Global Treasury And Payments Sales Manager.This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective man... Show more

 • Promoted

Senior Portfolio Manager

Fifth Third BancorpDallas, TX, United States
Full-time

Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.A Senior Portfolio Manager wil... Show more

 • Promoted

Senior Portfolio Manager

First HorizonDallas, TX, United States
Full-time

Location: On site at a Dallas location listed in the job posting.Summary: The Senior Portfolio Manager proactively manages assigned commercial and corporate loan portfolio by monitoring performance... Show more

 • Promoted

Senior Manager - Solution Portfolio Manager

DeloitteDallas, TX, United States
Full-time

Senior Manager And Solution Portfolio Manager.Step into a role where you'll help shape the future of finance.As part of our Finance Transformation team, you'll collaborate with CFOs, finance leader... Show more

 • Promoted

Director, Treasury

PGA of America CorporateFrisco, TX, United States
Full-time

The Director, Treasury at the PGA of America is responsible for leading the organization’s treasury operations to ensure strong financial stability, liquidity, and risk management across the enterp... Show more