Fortis Bancorp is hiring a Treasury Management Portfolio Manager to join a team dedicated to building trusted, long-term client relationships through comprehensive banking solutions. In this role, you will support Treasury Management Bankers to generate deposit growth and increase fee income by increasing client engagement capacity. Every role at Fortis Bancorp is connected to our strategy and can drive high impact, and you will work closely with teammates to combine expertise with personalized service.

What You'll Do

Work closely with Treasury Management Bankers to coordinate and plan a proactive calling effort into the existing portfolio.
Build client proformas, pitches, and relationship reviews.
Manage and coordinate new implementations with the Onboarding Team.
Track and monitor revenue realization for new sales.
Proactively engage with existing clients with periodic reviews to increase sales and client retention.
Perform prospect research and client analytics to assist in pre-call planning.
Position new solutions to existing clients based on immediate needs.
Handle limited client service responsibility focused on escalation, systemic, and onboarding issues.
Support bank initiatives in customer change management.
Develop a detailed understanding of product solutions to serve as product expert.
Stay informed of industry trends, regulatory changes, pricing trends, and technological advancements affecting treasury management.
Perform periodic internal reporting for treasury management leadership and relationship teams.
Develop strong working relationships with bankers and internal/external partner groups.
Ensure all treasury management activities comply with bank policies, regulatory requirements, and risk management frameworks.

What We're Looking For

Bachelor’s degree in a related field or equivalent work experience in banking, treasury management, and sales.
3-7 years of progressively responsible experience.
Working knowledge of general banking services and operations with a specific focus on treasury products, systems, operations, and client servicing.
Strong client-facing skills in a virtual environment; able to clearly communicate, guide and influence clients and business partners.
Strong organizational, time management, and problem-solving skills, with the ability to quickly grasp concepts and processes with limited guidance from management.
Strong written and verbal communication skills.
Must be able to work in a team environment with the ability to interact well with co-workers and management in a positive manner.
Versatility, flexibility, and a willingness to work consistently changing priorities with enthusiasm and urgency.

Team & Environment

This role reports to the Managing Director, Treasury Management Banking. You will join a culture that recognizes, rewards, and develops individuals who make an outsized impact on the client experience.