Treasury Management – Portfolio Manager

Job not on LinkedIn

🔥 9 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

Where this job comes from

Posted on NBH Bank's careers page, not through a job board

First seen by Remote Rocketship 9 minutes ago

Logo of NBH Bank

NBH Bank

1001 - 5000 employees

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

NBH Bank is a community bank subsidiary of National Bank Holdings Corporation (NYSE: NBHC) that operates a network of locally-led banking brands across multiple U. S. states. It provides retail and commercial banking services — including personal and private banking, mortgage lending, business and commercial banking, Small Business Administration (SBA) loans, treasury management, wealth management, and trust & estate planning — under brands such as Bank Midwest, Community Banks of Colorado, Bank of Jackson Hole, Vista Bank and Hillcrest Bank. NBH Bank is Member FDIC and emphasizes community-focused banking, client service, and shareholder returns.

📋 Description

• Work closely with Treasury Management Sales, Implementation, and Support • Coordinate workflows and deliver product agreements and implementations directly to 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 • Provide technical and sales assistance and training for clients • Proactively train clients and cross-sell products and services • Work with Legal to update client agreements and follow up on modifications and corrections • Audit treasury agreements applicable to risk • Develop and maintain treasury files and reports • Identify profitable treasury services accounts • Prepare sales production reports and analyze client activity • Work 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 • 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 functions of the job 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 • 401(k) • Associate stock purchase program • Paid time off • Associate banking perks • Opportunities for growth within the role

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