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East West Bank · 1 day ago

GTP Treasury Portfolio Manager

Houston, TX

Full-time

Onsite

Mid, Senior Level

$85K/yr - $150K/yr

3+ years exp

East West Bank is a top-performing commercial bank with a strong foundation and a commitment to integrity. The GTP Treasury Portfolio Manager will manage a high volume of assigned Global Treasury and Payments portfolio clients, focusing on improving sales efficiency and growing portfolio revenue while ensuring compliance with bank policies.

BankingFinanceFinancial Services

Comp. & Benefits

No H1B

Responsibilities

Directly manage an assigned portfolio of high-volume GTP client relationships with the objectives of improving sales efficiency and growing portfolio revenue (relationship and portfolio growth management)

Identify and manage the new cross-sell opportunities within the assigned portfolio and for deal size below the coverage of Treasury Relationship Manager (TRM)

Be the day-to-day primary contact for the client and RM from the Deposits & Treasury Relationship prospective

Responsible for the revenue growth of assigned portfolio, including evaluation of repricing opportunities and the result of recommended pricing on overall account profitability

Act as the lead for all Treasury and Payments products and introduce other technical sales/product partners on product specific opportunities (e.g. merchant, commercial card, FX, derivatives, etc.)

Establish professional relationships with key entity principles to increase share of wallet

Keep sales activities tracking up to date in CRM system to ensure adequate recordkeeping of bank relationships, calling activities and sales opportunities

Responsible for meeting or exceeding all assigned sales and portfolio goals

Actively ensure compliance with all EWB policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and suspicious activity reporting requirements, etc

May perform other duties as assigned

Qualification

TreasuryPayments salesRelationship managementTreasury management conceptsPortfolio management techniquesCertified Treasury ProfessionalBusiness software proficiencyCommunication skills

Required

Minimum 3-5 years of Treasury and Payments sales and relationship management experience

Experience working in small business/retail & business banking segments

Knowledge of treasury management concepts and principles as related to Bank products and services

Good working knowledge of portfolio management techniques

Familiar with Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, etc

Bachelor's degree is typically required

Excellent verbal and written communication skills to include selling of Bank services and coordinating with others throughout the Bank to ensure clients receive superior operational support

Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint

Applicants must have legal authorization to work in the United States