Portfolio Manager - Treasury Management Madison, Wisconsin

Description

Position at First Business Bank

Join us today as a Portfolio Manager - Treasury Management!

First Business Bank is a Top Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!

Location: Madison, WI onsite position.

OVERVIEW:

We are seeking a client-focused Portfolio Manager - TM to support and grow business banking relationships through exceptional service, treasury management expertise, and proactive account management. This role serves as a trusted partner to commercial clients, managing a portfolio of deposit relationships while collaborating closely with Treasury Management Sales Officers and other business development teams to identify opportunities for growth and deliver tailored banking solutions.

Essential responsibilities for this role include:

Client Relationship Management

• Manage and deepen a portfolio of business deposit relationships.
• Serve as the primary point of contact for treasury management inquiries, service requests, and issue resolution.
• Conduct regular client outreach, annual reviews, and relationship calls to identify opportunities and enhance client satisfaction.
• Analyze client needs and recommend treasury, deposit, and cash management solutions.

Client Onboarding & Account Management

• Coordinate new client onboarding, including account opening, documentation collection, and treasury product implementation.
• Ensure accuracy and completeness of client contracts, account documentation, and product setup.
• Support ongoing account maintenance and service enhancements for existing clients.
• Monitor exceptions related to pricing, fees, and rates and coordinate updates as needed.

Treasury Solutions & Portfolio Growth

• Partner with Treasury Management Sales Officers and commercial banking teams to support portfolio growth and cross-selling efforts.
• Prepare treasury management proposals, account analysis reviews, pricing models, and client presentations.
• Evaluate client balances, transaction activity, and service utilization to recommend optimal product solutions.
• Assist in identifying and qualifying treasury management opportunities within existing relationships.

Product Expertise & Client Support

• Maintain expertise across all treasury management and deposit products.
• Educate and train clients on treasury management platforms and digital banking tools.
• Provide day-to-day support for client questions, requests, and problem resolution.
• Assist with RFP responses, account reviews, and special projects as needed.

Continuous Improvement

• Stay informed on industry trends, competitive offerings, and emerging treasury solutions.
• Recommend product enhancements and process improvements based on client feedback and market developments.
• Participate in training, planning sessions, and departmental initiatives.

Qualifications

• Strong relationship management and client service skills.
• Experience in commercial banking, treasury management, cash management, or business banking preferred.
• Ability to analyze client needs and recommend appropriate banking solutions.
• Excellent organizational, communication, and problem-solving skills.
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.

Experience the Total Rewards Great People Deserve

As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:

• Comprehensive Health, Dental, and Vision plans
• Competitive compensation, with a focus on professional development and internal mobility
• Paid vacation time (15 days minimum per year)
• Paid sick leave (6 days per year)
• 1 day paid volunteer time
• 10 paid holidays (annually)
• Paid parental leave
• 401(k) program with company matching, plus additional profit sharing contribution
• Performance based annual incentive program
• Free and confidential Employee Assistance Program
• Wellness programs
• Education Assistance Program
• Employee Stock Purchase Program
• Plus many other perks and benefits!

Compliance Statement

First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.

First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

If you require a reasonable accommodation for any part of the employment process, please email [email protected].