Portfolio Manager

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.

• 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 financial performance through innovative treasury and payment solutions.
• Access ongoing career development and advancement opportunities.
• Make a meaningful impact on both client success and business growth.

If you are a relationship-focused professional who enjoys combining strategic advisory, portfolio management, and treasury expertise to deliver…