GTP Treasury Portfolio Manager
Core
Manage a high-volume portfolio of Global Treasury and Payments (GTP) clients to drive revenue growth, improve sales efficiency, and expand share of wallet.
Role type
Treasury Portfolio Manager (Sales & Relationship Management)
Builds
Treasury and Payments products (FX, derivatives, commercial cards, merchant services) for small business and retail clients
Domain
Commercial Banking / Treasury Management
Required skills
Treasury and Payments sales, relationship management, portfolio management techniques, cross-selling, pricing strategy, CRM management, regulatory compliance (AML, BSA)
Preferred skills
Certified Treasury Professional (CTP) accreditation, lending policies knowledge
Technologies
MS Word, Excel, PowerPoint, CRM systems
Responsibilities
Manage assigned GTP client portfolio to improve sales efficiency and grow revenue; Identify and manage new cross-sell opportunities for deals below Treasury Relationship Manager coverage; Act as primary contact for clients regarding deposits and treasury; Evaluate repricing opportunities to enhance account profitability; Lead Treasury and Payments product introductions with technical partners; Establish relationships with key entity principals; Track sales activities in CRM; Meet or exceed sales and portfolio goals; Ensure compliance with bank policies and regulations (AML, BSA, etc.)
Seniority
Mid-level, hands-on IC