Deposit Portfolio Manager
3 weeks ago
Deposit Portfolio Manager
Support strategy to grow Institutional Banking business within framework to ensure long-term deposit growth
- Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times
- Conducts all retail banking financial transactions and solves issues related to bank products and services with the goal of deepening relationships.
- Leverages the bank’s service and sales culture to increase customer engagement.
- Is professional, knowledgeable, and capable of working face-to-face with customers to address complex financial needs.
- Work alongside SVP and team to set in motion initiatives that enhance the customer experience in all aspects of deposit management.
- Remain informed about current market conditions, routinely conduct competitive analysis to maintain the competitiveness of our deposit services, and actively unearth new avenues for business.
- Oversee portfolio costs, establish necessary control measures to manage target balances and rates, while ensuring adherence to internal procedures, compliance standards, and regulations.
- Perform timely Ongoing annual reviews by effectively understanding KYC/AML onboarding requirements and following compliance policies of desired risk profile of Institutional customers.
- Review customer onboarding documentation together with stakeholders to ensure policy guidance is met and any agreements are accurately reflecting the Bank's risk appetite.
- Ensure thorough and on-time collection of information such as financial statements, expired Tax Forms or other items needed to be completed for customer profile
- Complete renewals & annual reviews in a timely & thorough manner to maintain a "satisfactory" rating from internal audit; no risk rating failures or Bank examiners
Other Functions/Responsibilities
- Implementing effective client outreach campaigns
- Manage the bank-wide reciprocal deposit program and oversee deposit support activities Bank wide.
- Supporting other Division Bankers in new customer acquisition serving as a Deposit SME.
- Launch new deposit campaigns for the Bank
- Work along with stakeholders from different areas to manage and launch deposit products
- Ensure the availability of appropriate deposit products and competitive rates within Jack Henry banking systems
Qualifications
- Bachelor's degree in Accounting, Finance or in a related field is a requirement
- Portfolio Manager needs to have strong deposit product knowledge, customer compliance understanding, organizational skills as well as solid understanding of working in a Treasury Management area or Wholesale Banking segment.
- 7+ years experience in working with reciprocal banking deposit products, ideally overseeing an institutional or commercial banking portfolio.
- Proficient in Jack Henry / Silverlake system environment and with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
- Demonstrated strength in funds transfer pricing, and forecasting
- Must be able to work as part of a team and colleagues
- Willingness to take on special projects as they arise.
- Should possess strong communication skills (verbal and written)
- Ability to work in a collaborative environment and while meeting tight deadlines
- Results-oriented with a history of driving business growth, an individual comfortable with change and possessing excellent persuasion skills.
Excellent benefits & wellnes program along with competitive bonus plan Tuition reimbursement.
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