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Treasury Management Portfolio Manager

1 month ago

Los Angeles, California, United States Zions Bancorporation Full time
Job Summary

We are seeking a seasoned Treasury Management Sales Consultant to join our team at Zions Bancorporation. As a key member of our Treasury Management team, you will be responsible for providing primary servicing support for portfolio clients of high value, complex Treasury Management relationships.

Key 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.
Requirements
  • Requires a Bachelor's in business, finance or related field and 2+ years of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience.
  • 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, competitive compensation in line with work experience
  • 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