GTP Treasury Portfolio Manager

Global Treasury and Payments Portfolio Manager

This position is responsible for managing a high volume of assigned Global Treasury and Payments 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.
• 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.
• 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 :

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

Compensation range is USD $90,000.00 / Yr. - USD $160,000.00 / Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.