Treasury Management Portfolio Manager

Peoriaonsitemanager$55K – $72K

Posted today · via Workday

About this role

Position Summary The Treasury Management Portfolio Manager manages and pursues treasury management fee income, deposit growth and product penetration across an assigned portfolio of existing clients. Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance, propose and sell implement TM services. Duties & Responsibilities Manage and actively and cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration. Proactively schedule sales calls with assigned clients, as well as attend sales calls scheduled by other other line of business partners.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Peoria. We weight your proximity and willingness to relocate.

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