Deposit Portfolio Manager

4 weeks ago

New York, United States IDB Full time

**Company Description**
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Monitor client deposit portfolios for deviations from specified deposit volume strategy, review compliance profiles, and provide recommendations for remediation, where necessary. Manage the workflow and collaborate with teammates from Treasury, Finance, Technology, Operations, Compliance and Legal, when applicable, to carry out functions and improve processes across the Bank
- 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
- Provides customers with exceptional financial support and recommendations while ensuring the highest levels of service delivery.
- 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

LI-Hybrid
**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.
- 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.

**Compensation**

The expected annual salary for this position is between $100,000 and $140,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for

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