Treasury Management – Portfolio Manager

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🔥 3 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Community Banks of Colorado

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏦 Banking

🤝 B2B

👥 B2C

Banking • B2B • B2C

Community Banks of Colorado is a regional community bank based in Colorado that provides retail and commercial banking services to individuals, small businesses, and institutions. The bank offers personal checking and savings accounts, CDs, money markets, debit and credit cards, mobile and online banking, mortgages and home equity products, auto loans, and other consumer lending. For businesses it provides business checking, treasury and merchant services, commercial and industrial loans, lines of credit, SBA lending, equipment and commercial real estate loans, specialty industry banking (food & agribusiness, healthcare, restaurants/franchises), and capital finance/ABL. It also offers private banking, trust and wealth management, and fraud/security resources. The institution is FDIC-insured, emphasizes local community involvement and personalized service, and markets competitive rates and digital account access.

📋 Description

• Work closely with Treasury Management Sales, Implementation, and Support • Coordinate workflows to deliver product agreements and successfully implement products for clients • Provide a full range of client services • Identify prospective clients and the needs of current and prospective clients • Market new and enhanced services • Assist Treasury Management leaders in delivering services efficiently and professionally • Educate clients on Treasury Management products • Distribute information from Treasury Support to clients effectively • Provide technical and sales assistance and training for clients • Proactively train clients and cross-sell appropriate products and services • Work with Legal to update client agreements, ensure accuracy, and follow up on modifications and corrections • Audit treasury agreements applicable to risk • Develop and maintain treasury files and reports, including profitable treasury services accounts, sales production reports, and client activity analysis • Work closely with the Risk team to maintain knowledge of and compliance with regulations and bank policies, including BSA and OFAC requirements • Interact professionally and tactfully with associates, management, clients, and vendors

🎯 Requirements

• High School Education or equivalent • 6+ years in banking or relevant job experience • Knowledge of treasury management products and services • Overall knowledge of the banking industry and respective market areas served • Passion for providing outstanding client service and ability to teach others to do the same • Ability to perform within a complex, multi-functional technical environment • Excellent business communication and interpersonal skills • Strong detail orientation • Sound judgment and decision-making abilities • Ability to organize, prioritize, and meet deadlines • Ability to perform essential job functions with or without accommodation • Highly dependable and responsible with a keen eye for detail • Strong knowledge of financial services compliance and audit requirements • Ability to perform duties with minimal supervision • Excellent client organizational and problem-solving skills • Ability to facilitate multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment • Associate’s or Bachelor’s degree (desired) • Experience with bank call center/client servicing (desired) • 3+ years in Treasury Management or equivalent bank roles (desired) • Banking Center or previous Treasury Management experience preferred

🏖️ Benefits

• Insurance • 401k • Associate stock purchase program • Paid time off • Associate banking perks • Opportunities for associates to grow within their role

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