First Business Bank

Portfolio Manager - Treasury Management

First Business Bank  •  Madison, WI (Onsite)  •  2 hours ago
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Job Description

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.

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.
First Business Bank

About First Business Bank

Experience. The Advantage.

We’re passionate about helping businesses and people. Since the day our doors opened in 1990, we’ve believed that success relies on putting people first – our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction.

First Business Financial Services (FBIZ) is the proud parent company of First Business Bank, providing shared corporate services to the entire organization. Our companies specialize in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services.

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.

Member FDIC | Equal Housing Lender | Nasdaq: FBIZ

First Business Financial Services, Inc., First Business Bank, and First Business Specialty Finance, LLC, are Equal Opportunity Employers

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Madison, WI
Year Founded
1990
Website
firstbusiness.bank
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