Portfolio Manager

Final date to receive applications:

11/28/2026

Address:

20 Erb Street West

Job Family Group:

Commercial Sales & Service

Drive client success through innovative treasury and payment solutions.

Are you passionate about building strong client relationships, delivering strategic financial solutions, and driving business growth? Join our team as a Portfolio Manager, Treasury & Payment Solutions
, where you'll partner with commercial clients to optimize cash flow, enhance liquidity, and streamline payment operations through industry-leading treasury management solutions.

In this client-focused role, you will act as a trusted advisor, managing a portfolio of business clients while identifying opportunities to deepen relationships and deliver tailored treasury and payment solutions that support their growth and operational efficiency.

• Serve as the primary relationship manager for a portfolio of commercial clients, developing deep knowledge of their business objectives and financial needs.
• Build and maintain trusted, long-term relationships with key decision-makers and stakeholders.
• Identify opportunities to expand client relationships through treasury management, cash management, and payment solutions.

• Provide consultative advice on treasury and cash management strategies that help clients improve working capital, liquidity, and operational efficiency.
• Analyze client financial and industry data to develop customized recommendations and solution strategies.
• Introduce innovative products, services, and digital capabilities aligned to client needs and market trends.

• Proactively identify, develop, and close new business opportunities within the portfolio.
• Lead client discussions regarding product offerings, pricing, and implementation strategies.
• Promote adoption of industry-leading treasury and payment solutions, creating value for clients and the bank.

• Coordinate implementation activities and partner with internal teams to ensure successful onboarding and timely delivery of solutions.
• Manage documentation, pricing, and project milestones throughout the implementation process.
• Continuously identify opportunities to improve processes and elevate the client experience.

• Ensure adherence to all regulatory requirements, operational controls, and risk management standards.
• Monitor account activity and operational processes to identify potential risks and implement appropriate escalation procedures.
• Exercise sound judgment and risk-informed decision-making to protect clients and the bank.

• Bachelor's degree in Business Administration, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
• 4-6 years of experience in treasury management, cash management, commercial banking, financial services, or a related area.
• Demonstrated success in portfolio management, relationship management, or business development.
• Strong communication, negotiation, analytical, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.

• Treasury Management
• Cash Management & Liquidity Solutions
• Payments & Digital Banking Technologies
• Commercial Client Relationship Management
• Financial Analysis
• Risk Assessment & Mitigation
• Regulatory Compliance
• Data Analysis & Reporting
• Project Coordination
• Process Improvement

• Manage a portfolio of sophisticated commercial clients and become a trusted financial advisor.
• Work alongside experienced banking and treasury professionals in a collaborative environment.
• Help businesses achieve stronger…