Treasury Portfolio Manager I jobs in United States
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Simmons Bank · 20 hours ago

Treasury Portfolio Manager I

Simmons Bank is committed to bringing passion and customer focus to the business. The Treasury Portfolio Manager I will manage a defined Treasury Management portfolio, primarily fielding and executing requests and collaborating with various teams to enhance customer relationships and resolve issues.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

First tier interaction with existing Treasury Management customers to assist with issues and concerns
Manage treasury portfolio of low to medium complexity
Identifying opportunities to deepen existing customer relationships and cross sell TM products
Assists in customer training for new product lines
Clearly understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems, and general inquiries
Work completed in a neat, efficient, and accurate manner. Volume of work produced meets expectations. Plans, organizes, and prioritizes work to meet deadlines
Foster collaboration with other lines of business by building credibility and trust
May accompany TMSC and/or TMI on customer calls
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
Performs other duties and responsibilities as assigned

Qualification

Treasury Management experienceCustomer service skillsMS Office programsProblem-solving abilityInterpersonal relationshipsPrioritization skillsTeam collaborationCommunication skills

Required

Ability to perform tasks quickly and accurately
Ability to operate in a team environment to accomplish shared goals
Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form
Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations
Ability to maintain effective interpersonal relationships with management and team members
Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor
Ability to identify and resolve/escalate problems with minimal guidance
Bachelors degree or equivalent work experience
Three plus years of related experience; with at least two years of Treasury Management experience preferred
MS Office programs
Thorough knowledge of treasury management products
Excellent professional verbal and written communication skills
Strong customer service skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Preferred

Three plus years of related experience; with at least two years of Treasury Management experience preferred

Company

Simmons Bank

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Simmons Bank serves customers through its rock-solid commitment to integrity, excellence, collaboration, and growth.

H1B Sponsorship

Simmons Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (12)
2023 (3)
2021 (5)

Funding

Current Stage
Public Company
Total Funding
$625.09M
Key Investors
Eosera
2025-09-09Post Ipo Debt· $325M
2025-07-22Post Ipo Equity· $300.07M
2024-10-15Grant· $0.01M

Leadership Team

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Daniel Hobbs
Chief Financial Officer
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Chris Van Steenberg
Executive Vice President, Chief Operating Officer
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