Treasury Management Portfolio Manager - Remote within CA

Summary

California Bank & Trust is a California-focused financial services company serving individuals, families, and businesses. The Treasury Management Portfolio Manager provides primary support for high-value, complex treasury management clients, maintains client satisfaction, resolves issues, supports onboarding, and identifies product and cross-sell opportunities.

Responsibilities

• Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships
• Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients
• Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously
• Escalate issues as necessary with bankers, management, and product/vendor management teams
• Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs
• Identify other client banking needs and partner with key stakeholders on cross-sell opportunities
• Facilitates onboarding of major client relationships or complex industry types
• Review sales, service and implementation processes to recommend process efficiencies
• Other duties as assigned

Skills

• Requires a Bachelors in business, finance or related field and 2+ years of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements
• Working knowledge of banking, treasury management, banking/treasury products and procedures
• Working knowledge of applicable regulatory requirements
• Solid sales, client product and relationship management skills
• Solid influence, problem resolution, customer service and communication skills, both verbal and written
• Ability to effectively multitask, complete assignments and meet deadlines
• Good attention to detail
• Working knowledge of PCs and MS Office products

Qualifications

Must Haves

• Requires a Bachelors in business, finance or related field and 2+ years of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements
• Working knowledge of banking, treasury management, banking/treasury products and procedures
• Working knowledge of applicable regulatory requirements
• Solid sales, client product and relationship management skills
• Solid influence, problem resolution, customer service and communication skills, both verbal and written
• Ability to effectively multitask, complete assignments and meet deadlines
• Good attention to detail
• Working knowledge of PCs and MS Office products

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match
• Profit Sharing
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products