$60,000 - $80,000 yearly
Sauk Valley Bank
Harvard, IL
SUMMARY
The position of 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 Treasury Management Portfolio Manager will work small business referrals to qualify, advance, propose and sell implement Treasury Management services.
In addition the Treasury Management Portfolio Manager assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking regulations.
ESSENTIAL DUTIES
Manage and actively cross-sell into an existing portfolio of Treasury Management clients to drive treasury income, deposit growth and product penetration.
Proactively schedule sales calls with assigned customers as well as attend sales calls scheduled by other line of business partners.
Schedule, prepare, attend and manage follow-up from Treasury Management customer reviews, with a focus on upselling new...