Treasury Management Portfolio Manager at California Bank and Trust: 100% Remote (CA)

Treasury Management Portfolio Manager at California Bank and Trust: 100% Remote (CA) — remote position open now. Apply today.

Remote Treasury Management Portfolio Manager at California Bank and Trust: 100% Remote (CA). full time. Open to candidates in Remote. Apply now.

About the Role

Title: Treasury Management Portfolio Manager -

Location: CA

Fully remote

Role Description:

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training. Opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families. Businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.

Key Responsibilities

• Working knowledge of applicable regulatory must-haves.
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• Working knowledge of PCs and MS Office products.
• Medical, Dental and Vision Insurance - START DAY ONE!
• Solid sales, client product and relationship management skills.
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Employee Ambassador preferred banking products
• Other duties as assigned.
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Escalate issues as necessary with bankers, management, and product/vendor management teams.
• Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
• Facilitates onboarding of major client relationships or complex industry types.

Skills & Tools Mentioned

• Communication
• Customer service
• Sales

Frequently Asked Questions

Is this Treasury Management Portfolio Manager at California Bank and Trust: 100% Remote (CA) role remote?
Yes — 100% remote. Work from anywhere in Remote.

Employment type for this Treasury Management Portfolio Manager at California Bank and Trust: 100% Remote (CA) job?
full time. Ideal for remote professionals.

What skills are needed for this Treasury Management Portfolio Manager at California Bank and Trust: 100% Remote (CA) role?
Key skills include Communication, Customer service, Sales. These are core to succeeding in this role.

How to apply?
Click Apply Now above. Rolling interviews.

Submit your application today — this won't stay open long.