Talent.com
Treasury Management Portfolio Manager
Treasury Management Portfolio ManagerFortis Bank • Denver, CO, United States
No longer accepting applications
Treasury Management Portfolio Manager

Treasury Management Portfolio Manager

Fortis Bank • Denver, CO, United States
30+ days ago
Job type
  • Full-time
Job description
Summary

The Treasury Management Portfolio Manager is responsible for supporting the Treasury Management Bankers in generating deposit growth, increasing treasury fee income, and supporting a service-oriented environment. The role is designed to increase the client engagement capacity of the Treasury Bankers through such activities as independently building proformas, pitches, guiding client on-boarding, monitoring revenue realization, and serving as an additional relationship touch point for clients. The role may also independently work to increase revenue and client retention where appropriate.

Responsibilities

Sales Support
  • Work closely with the Treasury Management Bankers to coordinate and plan a proactive and purpose-driven calling effort into the existing portfolio
  • Build client proformas, pitches and relationship reviews
  • Manage and coordinate new implementations with the Onboarding Team
  • Track and monitor revenue realization for new sales
  • Proactively engage with existing clients with periodic reviews with an eye to increase sales and client retention
  • Perform prospect research and client analytics to assist in pre-call planning efforts
  • Be opportunistic with positioning new solutions to existing clients based on "in the moment" needs
  • Other revenue generating and client retention tasks as needed
Additional Areas of Focus
  • Limited client service responsibility, focused on escalation, systemic, and onboarding issues
  • Support bank initiatives in customer change management
  • Develop a detailed understanding of product solutions to serve as product expert
  • Stay informed of industry trends, regulatory changes, pricing trends, and technological advancements affecting treasury management
  • Periodic internal reporting for treasury management leadership and relationship teams
  • Develop strong working relationships with bankers and internal/external partner groups
  • Ensure all treasury management activities comply with bank policies, regulatory requirements, and risk management frameworks
Page Break

Qualifications
  • Bachelor's degree in related field or equivalent work experience in banking, treasury management, and sales; 3-7 years of progressively responsible experience
  • Working knowledge of general banking services and operations with a specific focus on treasury products, systems, operations, and client servicing
  • Strong client-facing skills in a virtual environment; able to clearly communicate, guide and influence clients and business partners
  • Strong organizational, time management, and problem-solving skills, with the ability to quickly grasp concepts and processes with limited guidance from management
  • Strong written and verbal communication skills
  • Must be able to work in a team environment with the ability to interact well with co-workers and management in a positive manner
  • Versatility, flexibility, and a willingness to work consistently changing priorities with enthusiasm and urgency


ADDITIONAL INFORMATION

Reporting Structure: Reports to Managing Director, Treasury Management Banking

Office Requirements: This role is required to work 4-days per week in office in the Denver Tech Center headquarter office.

About Fortis Bank

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at www.fortisbankus.com.

At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.

Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience.

We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward.

Fortis is Great Place to Work-Certified™

Join a team where your expertise and passion can make a meaningful impact.

Learn more today at
Create a job alert for this search

Treasury Management Portfolio Manager • Denver, CO, United States

Similar jobs

Join our AES Portfolio Asset Management Professional talent community!

AES CorporationLouisville, Colorado, United States
Full-time

Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a.AES is committed to shaping a future through innovat...Show more

 • Promoted

Global Treasury Director

Addison GroupDenver, CO, United States
Full-time +1

This range is provided by Addison Group.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Division Manager, Finance and Accounting Direct Hire at ...Show more

 • Promoted

Director - Treasury Capital Markets

Arrow ElectronicsGreenwood Village, CO, United States
Full-time

Director - Treasury Capital Markets.The Treasury Director serves as a critical financial leader within Arrow's global finance organization, accountable for the end-to-end management of the company'...Show more

 • Promoted

Sr. Commercial Portfolio Manager

MRI SpokaneDenver, CO, United States
Full-time

Senior Commercial Portfolio Manager.Commercial Bankers to deliver outstanding solutions to our clients.Bankers and will support the teams in client meetings.Partner with Commercial Bankers on new d...Show more

 • Promoted

Portfolio Risk Management Lead, Fixed Income

ProSidian ConsultingDenver, CO, United States
Full-time

Portfolio Risk Management Lead, Fixed Income.ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-le...Show more

 • Promoted

Senior Treasury Management Consultant

Columbia Banking System, Inc.Denver, CO, United States
Full-time

In this role, you will be responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs.Responsible for developing new treasury managem...Show more

 • Promoted

Portfolio Manager

Trilogy FinancialDenver, CO, US
Full-time

The Planning and Investments Department Portfolio Manager serves as a critical bridge between investment strategy, advisor support, and execution.This role acts as the primary liaison for advisors ...Show more

 • Promoted

Manager of Treasury Settlement Services

Spectraforce TechnologiesDenver, CO, United States
Full-time

Manager of Treasury Settlement Services.Location: Denver, CO / Westlake, TX / Austin, TX / San Francisco, CA - Onsite.Duration: 6 Months (with potential to convert to FTE).Denver is preferred but o...Show more

 • Promoted

Asset Management Associate

Speed Bay Warehouse SolutionsDenver, CO, United States
Full-time

Reports to: SVP, Portfolio Management.Location: Speed Bay Warehouse Solutions Denver, CO (Cherry Creek) Schedule: Full-time, Exempt, In-Office.Speed Bay Warehouse Solutions is a vertically integrat...Show more

 • Promoted

Account Manager I - Treasury Management

PNCDenver, CO, United States
Full-time +1

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more

 • Promoted

Master Servicing Portfolio Specialist

BurnsSearchGreenwood Village, CO, United States
Full-time

The Master Servicing Portfolio Specialist is responsible for supporting a client relationship within the master servicing department.This position will assist the client with data management, remit...Show more

 • Promoted

Portfolio Manager, Commercial (Emerging Middle Market)

BMO Financial GroupGreenwood Village, CO, United States
Part-time

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.We are driven by a single purpose: to Boldly Grow the Good in business a...Show more

 • Promoted

Join our AES Portfolio Asset Management Professional talent community!

SpowerLouisville, CO, United States
Full-time

Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the...Show more

 • Promoted

Portfolio Manager, Commercial (Emerging Middle Market)

BmoEnglewood, CO, United States
Part-time

Commercial Banking Credit Analyst.BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.We are driven by a single purpose: to ...Show more

 • Promoted

Senior Treasury Analyst

Advantage Unified CommerceDenver, CO, United States
Full-time

Under the general direction of the Finance Manager and Treasury Analyst Supervisor, the Senior Treasury Analyst is responsible for providing guidance and development of Treasury Analysts, cash mana...Show more

 • Promoted

Manager, Portfolio Management, NA

Vantage Data CentersDenver, CO, United States
Full-time

Vantage Data Centers powers, cools, protects and connects the technology of the world's well-known hyperscalers, cloud providers and large enterprises.Developing and operating across North America,...Show more

 • Promoted

Senior Treasury Management Consultant

Columbia BankDenver, CO, United States
Full-time

Consultative Treasury Management Role.In this role, you will be responsible for providing a consultative approach to large, more sophisticated business clients with complex treasury needs.Responsib...Show more

 • Promoted

Debt Manager, Treasury Capital Markets

Arrow ECSDenver, CO, United States
Full-time

Debt Manager, Treasury Capital Markets.Lead the negotiation, structuring, and placement of all 3rd party credit facilities used to finance Arrow Electronics and its global subsidiaries, including:....Show more