Treasury Management Portfolio Manager - Remote within CA

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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.
For more information, click here

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
Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Learn more
Learn more about employee rights and responsibilities under the Family and Medical Leave Act (FMLA).
Learn More about Equal Employment Opportunity Rights.
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