Treasury Management Portfolio Manager - Remote within CA
加州银行和信托公司的合作伙伴在关系中心文化中工作，在那里他们得到了工具，培训和机会与客户建立最佳关系。我们的职场文化重视每个合作者的独特经验，背景和观点，为所有员工提供了一个共同环境来成长和繁荣。作为一个主要的加利福尼亚集中于服务社区，家庭和企业 （小，中等规模和大型）的金融服务公司，CB&T 已有70年活动，并在全州拥有80多个完整服务分支机构。作为西奥纳联邦银行公司的分支，该银行在小型企业和中等市场卓越奖项中获得了多次格林威奇优秀奖。我们正在寻找一个经验丰富的财务管理组合经理 - 在加利福尼亚州里远程管理员。这个职位为高价值，复杂的财务经理关系的投资组合客户提供首要支持。基本功能：· 为高价值，复杂的财务管理关系的投资组合客户提供首要服务支持。· 负责扩大和建立关系，通过产生，管理和满足客户财务需求来维持高水平的客户满意度。· 追踪与客户相关的问题到解决，包括那些被交给其他团队进行行动并确保客户问题得到适当及快速解决。· 与银行家，管理层以及产品/供应商管理团队一起必要时升级问题。· 责任正确将贷款客户与财务产品配合，符合其持续需要。· 确定其他客户银行需求，并与关键利益相关者合作跨售机会。· 促进主要客户关系或复杂行业类型的集成。·审查销售，服务和实施流程以推过程效率。· 根据分配的其他职责。资格：·需要学士学位在商业，金融或相关领域以及2年以上的银行业务，财政/现金管理，产品销售，关系管理，贷款和其他直接相关经验。
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Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers ofSan Diego Union-TribuneandOrange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are looking for a seasoned Treasury Management Portfolio Manager - Remote within California.This role provides primary support for portfolio clients of high value, complex Treasury Management relationships.
Essential Functions:
· 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.
· Other duties as assigned.
Qualifications:
· Requires a Bachelors in business, finance or related field and 2+ years of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements.
· 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
This position is eligible to earn a base salary in the range of $70,000 - $95,000 annually depending on location and job-related factors such as level of experience.
ABOUT OUR COMPANY
Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation or you are having difficulty using our Web site to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST
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Originally posted on Himalayas