• Specialty Treasury Portfolio Manager I

    Job ID
    2018-2647
    Location
    Corporate
    Type
    Full-Time
    Address
    1600 Redbud Boulevard
    # of Openings
    1
    City, State
    US-TX-McKinney
  • Overview

    Independent Bank provides a wide range of commercial and consumer banking solutions powered by people who value lasting relationships and commitment to community. We are founded on the belief that we have a deep responsibility to solve problems and build healthy communities. Our unique brand of banking is delivered by dedicated employees, who share an honest desire to make a lasting and positive impact. Come join us

     

    Primary responsibilities include all aspects of portfolio management as relates to assigned portfolio clients, as well as expanding customer base through deposit and portfolio growth objectives; functioning as the subject matter expert on assigned Specialty sales opportunities across all markets; supporting Specialty Treasury Sales Officers in managing and growing client relationships. Additional responsibilities will include managing daily inquiries and becoming the point of contact for clients.

    Responsibilities

    • Manage portfolio of specialized industry clients which may include: Broker Dealer, Segregated Investment accounts, Corresponding
    • Banks, Trust accounts, Title Companies and others yet to be developed.
    • Grow, develop and retain new profitable relationships within the assigned specialty vertical
    • Optimize portfolio revenue opportunities and deposit growth across products and services
    • Partner with teammates and other banking professionals to deliver comprehensive solutions to the client that result in a highly satisfied client experience
    • Serve as subject matter expert for assigned specialty vertical
    • Partner with Treasury Sales Officers and other partners to develop business opportunities for assigned specialty vertical in all markets
    • Actively participate in research, preparation, and execution of customer calls
    • Lead discussions with product partners to develop comprehensive solutions
    • Facilitate the onboarding of specialty clients through preparation/execution of treasury management service agreements and review of entity documents to ensure compliance with bank procedures and policies
    • Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
    • Perform annual client review and required due diligence
    • Monitor and enforce compliance with operational, regulatory and fraud policies to mitigate risk within the specialty client portfolio

    Qualifications

    Basic Qualifications:

    • Bachelor’s Degree in Accounting, Finance or Business Administration
    • Treasury Management training and knowledge
    • 7 or more years of related experience required within financial industry
    • Must have solid knowledge of Microsoft Excel, Word and Outlook
    • Previous experience supporting Treasury products, services and systems
    • Ability to market and develop new business opportunities
    • Proven strong service orientation and excellent customer service skills
    • Demonstrate a high level of knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements

    Preferred Qualifications:

    • CTP certification preferred
    • Exhibit professional attitude and appearance
    • Strong organizational skills to include effective time management in all key responsibilities of the job
    • Demonstrated ability to recognize a client’s needs and apply appropriate banking solutions
    • Ability to navigate and meet deadlines in a large complex environment
    • Excellent communication skills, both written and verbal
    • Ability to influence internal networks and resources

    A STANDARD OF EXCELLENCE
     
    Our unique brand of banking extends from the Gulf Coast of Texas to the Rocky Mountains. We are an $8 billion dollar community-centric institution providing a wide range of relationship-driven commercial banking products and services tailored to meet the needs of businesses, professional organizations, community groups and entrepreneurs. We also offer a full line of personal financial products and services to make banking easy for busy families and individuals.
     
     OUR CORE VALUES
     
    Principled financial decisions ~ Building strong, healthy communities ~ Leading with a courageous heart ~ Resilient Solutions ~ Thriving relationships
     
    The Bank provides capital and guidance to foster growth, bring new ideas to life, and energize local businesses. We accomplish these goals by funding projects such as medical facilities, warehouse space, and hospitality and education venues. By developing strong relationships and a deep understanding of your industry, our team offers a proactive approach to business banking.
     
    We continue to be named Best Bank within many of the communities we serve. Recently, Independent Bank was named a Community Bankers Cup winner for the fifth consecutive year; a Top 75 Producing Lender Nationwide; a Top 50 Performer by the Dallas Business Journal; and one of the Healthiest Employers in both North Texas and Central Texas.
     
    The Bank builds community on two fronts: by helping create economic development and by partnering within the community. It all begins by empowering our employees. We encourage our people to follow their passion and volunteer. And we back that up through formal giving programs.
      
    OUR MISSION
     
    To make an impact on the communities we serve through high-performance, purpose-driven banking.

     

    To be considered for this position, you must at least meet the basic qualifications.
     
    No phone calls or direct e-mails please.
     
    Pre-employment background screening will be conducted.
     
    Independent Bank is an EEO/AA - M/F/Disability/Protected Veteran Status.
     
    Note: The job description does not constitute an employment agreement between the employer and employee. The above statements describe the general nature and level of work being performed within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. If you require assistance at any stage of the employment application process due to a disability, please contact Human Resources at 214-544-4777.
     

     

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