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Commercial Deposit Portfolio Manager

Bank of Utah

  • South Ogden, Utah
  • 16 days ago
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    Skills

    • Analysis Skillsunmatched
    • Communication Skillsunmatched
    • Community Bankingunmatched
    • Cross-Sellingunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Retention/Renewalunmatched
    • Investment Managementunmatched
    • Multitaskingunmatched
    • Onboardingunmatched
    • Organizational Skillsunmatched
    • Problem Solving Skillsunmatched
    • Product Documentationunmatched
    • Product Managementunmatched
    • Relationship Managementunmatched
    • Sales Managementunmatched
    • Service Deliveryunmatched
    • Systems Administration/Managementunmatched
    • Time Managementunmatched
    • Treasury Managementunmatched

    Description

    Thanks for your interest in applying to the Bank of Utah. My name is Ashley Cornejo, and I work as AVP Commercial Deposit Portfolio Manager Lead. As an introduction to our company, the Bank of Utah was founded in 1952, and is one of Utah’s largest privately owned community banks. We were named Nasdaq’s Best Bank in Utah for 2025 and a Top 100 Fastest Growing Company.
     
    Our Mission Statement:
     
    We strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come.
     
    Job Opening Details:
     
    If our mission statement piques your interest, we encourage you to apply for the currently open position of Commercial Deposit Portfolio Manager to work Monday - Friday 8:30-5:30 at our South Ogden Branch located at 4605 Harrison Blvd, South Ogden, UT. The Commercial Deposit Portfolio Manager partners closely with Commercial Deposit Officers to support, manage, and grow a portfolio of treasury management clients. This role serves as the primary point of contact for all treasury management services, overseeing client onboarding, account setup, service delivery, and ongoing relationship management. The position plays a key role in client retention, cross-sell efforts, and achieving team deposit growth goals.
     
    Job Qualifications:
    • Strong understanding of commercial deposit products and treasury management services.
    • Excellent organizational skills with the ability to manage multiple priorities and deadlines.
    • Strong communication skills with the ability to work effectively with internal partners and clients.
    • Experience with account onboarding and treasury management implementation.
    • College degree or equivalent experience is required.
    • Preferred 2+ years in portfolio relationship management or customer relationship assistant experience.
     
    Benefits of Working with Us:
    Bank of Utah's comprehensive benefits package includes:
    • Great work-life balance, with a Monday-Friday schedule
    • Competitive pay and benefits, including medical, dental and vision plans
    • 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
    • 12 paid bank holidays + paid time off, including paid parental leave
    • Volunteer opportunities to make a difference in the communities where you work and live
    • Awards and recognition to celebrate you and your colleagues for living the bank's values
     
    Job Description:
    • Work closely with Commercial Deposit Officers to support new and existing client relationships
    • Serve as the primary point of contact for all treasury management clients, providing ongoing support and issue resolution
    • Set up, manage, and maintain all treasury management services, ensuring accuracy, timeliness, and compliance
    • Prepare treasury management analysis statements and present findings to internal partners and clients as needed
    • Onboard all new treasury management clients, including product selection, documentation, system setup, and training
    • Open and maintain commercial deposit accounts in accordance with bank policies and procedures
    • Monitor account activity and service utilization to ensure client needs are being met
    • Identify and resolve pending items, service issues, or operational exceptions in a timely manner
    • Hold regular one-on-one meetings with assigned Commercial Deposit Officers to review pipeline activity, pending items, and portfolio priorities
     
    *The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.

    Numbers & Facts

    LocationSouth Ogden, Utah
    Websitehttps://www.bankofutah.com

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