Portfolio Manager
Core
Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
Role type
Senior IC commercial sales manager (treasury & payments)
Builds
Treasury management and payment solutions for corporate and banking clients
Domain
Banking / Financial Services / Treasury Management
Deliverable
product features
Required skills
Consultative sales, Relationship management, Treasury management, Cash management, Payment technologies, Financial analysis, Risk assessment, Regulatory compliance, Data analysis, Problem solving
Preferred skills
4-6 years experience in treasury/financial ops/risk, Bachelor's degree in Business/Finance/Accounting
Technologies
NA TPS digital products
Responsibilities
Manage client sales inquiries and conduct sales discussions, Handle Client Management Process (CMP) to drive acquisition, Analyze trends in overdrawn accounts for compliance risks, Coordinate client implementation activities, Provide guidance on treasury solutions to optimize cash flow, Build long-term relationships with high-value clients, Analyze client data for customized strategies, Ensure adherence to regulatory requirements and internal controls.
Seniority
Mid-Senior, hands-on IC