Treasury Management Portfolio Manager – II
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Posted: 10/19/2026Treasury Management Portfolio Manager – II
Simmons BankCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of Treasury Management products and compliance regulations while delivering exceptional customer service. Proven ability to manage complex portfolios, foster collaboration, and effectively prioritize tasks in a high-pressure environment.
Highest-signal resume keywords
Treasury Management ExperienceCustomer Relationship ManagementCompliance TrainingMS Office ProficiencyProblem-Solving Skills
About the role
Key responsibilities & impact- Manage a defined Treasury Management portfolio of medium to high complexity
- Collaborate with Treasury Management Officers, Bankers, and Market leadership to proactively manage existing customers
- Oversee facilitation of banking-service implementation for existing customers with Treasury Management Implementation
- Work with Management Operations, Product, and/or Pricing to escalate and resolve problems for Commercial customers
- Handle escalated interactions with existing Treasury Management customers
- Identify opportunities to deepen customer relationships and cross-sell Treasury Management products
- Assist in customer training for new product lines
- Understand customer needs and expectations while delivering knowledgeable, accurate, and professional customer service
- Plan, organize, and prioritize work to meet deadlines
- Foster collaboration with other lines of business by building credibility and trust
- May accompany TMSC and/or TMI on customer calls
- Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures
- Complete required compliance training
- Perform other assigned duties and responsibilities
Requirements
What you’ll need- Bachelor's degree or equivalent work experience
- Five plus years of related experience; with at least four years of Treasury Management experience preferred
- Ability to perform tasks quickly and accurately
- Ability to operate in a team environment to accomplish shared goals
- Ability to solve practical problems and interpret written or oral instructions
- Ability to read and interpret procedures manuals, business correspondence, journals, or government regulations
- Ability to maintain effective interpersonal relationships with management and team members
- Ability to prioritize multiple demands in a high-pressure environment while maintaining a professional demeanor
- Ability to identify and resolve or escalate problems with minimal guidance
- MS Office programs
- Thorough knowledge of treasury management products
- Excellent professional verbal and written communication skills
- Strong customer service skills
- Proficient computer navigation skills using software packages including Microsoft Office applications
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Management ProductsPortfolio ManagementCustomer TrainingProblem ResolutionCompliance Regulations
Soft Skills
Interpersonal SkillsTeam CollaborationProfessional CommunicationTime ManagementCustomer Service
Tools & Technologies
Microsoft Office Applications
Industry Keywords
Banking ServicesCommercial CustomersCustomer Needs AssessmentEscalation ManagementBusiness Correspondence