Portfolio Manager
Core
Applies consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions for new and existing clients.
Role type
Senior IC commercial sales manager (treasury & payments)
Builds
Treasury management and payment solutions for corporate and banking clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Regulatory Compliance, Data Analysis Reporting, Problem Solving, Time Management, Detail-Oriented
Preferred skills
Experience in treasury management, financial operations, or risk management in a corporate or banking environment
Technologies
NA TPS digital products
Responsibilities
Manage client sales inquiries regarding product offerings, pricing, and implementation; Conduct sales discussions introducing innovative products and services; Handle the Client Management Process (CMP) by identifying needs and driving acquisition strategies; Analyze trends in overdrawn accounts to identify compliance risks; Resolve document exceptions and maturity report discrepancies; Coordinate client implementation activities; Provide guidance on treasury management solutions to optimize cash flow; Attend industry forums and community events; Build and maintain long-term relationships with high-value clients; Analyze client and industry data to inform customized solution strategies; Work with internal teams to define products and strategies; Ensure adherence to regulatory requirements and internal controls; Take measured risks while protecting the bank.
Seniority
Mid-Senior, hands-on IC
