Treasury Portfolio Manager

2 weeks ago


Reston, Virginia, United States INSBANK Full time
Job Title: Treasury Portfolio Manager

At INSBANK, we are seeking a highly skilled Treasury Portfolio Manager to join our team. As a key member of our Treasury Management department, you will be responsible for managing the day-to-day commercial deposit relationships of our key business clients.

Key Responsibilities:
  • Manage assigned treasury and deposit portfolio, maintaining high product knowledge and identifying cross-sell opportunities.
  • Provide prompt, efficient, and accurate customer service, resolving day-to-day service issues and collaborating with the Treasury team to resolve treasury-related issues.
  • Assist with preparing and analyzing relationship reviews for existing clients, identifying areas of improvement for overall relationships.
  • Support technology modernization and product development, adhering to all bank and department personnel policies and procedures.
Requirements:
  • In-depth knowledge of Commercial Banking and Treasury Management solutions.
  • Superior customer service skills, with excellent verbal and written communication skills.
  • Ability to maintain strictest level of confidentiality and computer proficiency with Microsoft Office Suite of Products.
  • Strong attention to detail, organization, and tactful presentation skills.
About INSBANK:

INSBANK is a leading financial institution dedicated to providing exceptional banking services to our clients. We are committed to fostering a culture of excellence, innovation, and customer satisfaction.



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