East West Bank
GTP Treasury Portfolio Manager
East West Bank, San Francisco, California, United States, 94199
GTP Treasury Portfolio Manager – East West Bank
Join us to apply for the
GTP Treasury Portfolio Manager
role at
East West Bank .
Company Overview Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi‑cultural professionals help guide businesses and community members on both sides of the Pacific to explore new markets and create new opportunities. Our sustained growth and expertise in industries such as real estate, entertainment, media, private equity, venture capital, and high‑tech help build sustainable businesses and expand our associates’ potential for career advancement.
Overview This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue lift.
Responsibilities
Directly manage an assigned portfolio of high‑volume GTP client relationships with the objective of improving sales efficiency and growing portfolio revenue (relationship and portfolio growth management).
Identify and manage new cross‑sell opportunities within the assigned portfolio for deal sizes below the coverage of Treasury Relationship Manager (TRM).
Be the day‑to‑day primary contact for the client and the RM from the Deposits & Treasury Relationship perspective.
Responsible for the revenue growth of the assigned portfolio, including evaluation of repricing opportunities and the impact of recommended pricing on overall account profitability.
Act as the lead for all Treasury and Payments products and introduce other technical sales/product partners on product‑specific opportunities (e.g., merchant, commercial card, FX, derivatives, etc.).
Establish professional relationships with key entity principals to increase share of wallet.
Keep sales activities tracked up to date in the CRM system to ensure adequate record‑keeping of bank relationships, calling activities, and sales opportunities.
Responsible for meeting or exceeding all assigned sales and portfolio goals.
Actively ensure compliance with all EWB policies and procedures such as Code of Ethics and all Anti‑Money Laundering, Bank Secrecy Act, Information Security, and suspicious activity reporting requirements.
May perform other duties as assigned.
Qualifications
Minimum 3–5 years of Treasury and Payments sales and relationship management experience.
Experience working in small‑business/retail and business banking segments.
Knowledge of treasury management concepts and principles as related to bank products and services.
Good working knowledge of portfolio management techniques, and familiarity with bank lending policies and practices, bank operations and services, and federal and state banking regulations.
Bachelor’s degree is typically required.
Certified Treasury Professional (CTP) accreditation preferred.
Excellent verbal and written communication skills to include selling of bank services and coordinating with others throughout the bank to ensure clients receive superior operational support.
Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation Base pay range: USD $90,000.00 – $160,000.00 per year. Exact offers will be determined based on job‑related knowledge, skills, experience, and location.
Senior Level Mid‑Senior level.
Employment Type Full‑time.
Job Function Finance and Sales.
Industry Banking.
Location: San Francisco, CA.
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GTP Treasury Portfolio Manager
role at
East West Bank .
Company Overview Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi‑cultural professionals help guide businesses and community members on both sides of the Pacific to explore new markets and create new opportunities. Our sustained growth and expertise in industries such as real estate, entertainment, media, private equity, venture capital, and high‑tech help build sustainable businesses and expand our associates’ potential for career advancement.
Overview This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue lift.
Responsibilities
Directly manage an assigned portfolio of high‑volume GTP client relationships with the objective of improving sales efficiency and growing portfolio revenue (relationship and portfolio growth management).
Identify and manage new cross‑sell opportunities within the assigned portfolio for deal sizes below the coverage of Treasury Relationship Manager (TRM).
Be the day‑to‑day primary contact for the client and the RM from the Deposits & Treasury Relationship perspective.
Responsible for the revenue growth of the assigned portfolio, including evaluation of repricing opportunities and the impact of recommended pricing on overall account profitability.
Act as the lead for all Treasury and Payments products and introduce other technical sales/product partners on product‑specific opportunities (e.g., merchant, commercial card, FX, derivatives, etc.).
Establish professional relationships with key entity principals to increase share of wallet.
Keep sales activities tracked up to date in the CRM system to ensure adequate record‑keeping of bank relationships, calling activities, and sales opportunities.
Responsible for meeting or exceeding all assigned sales and portfolio goals.
Actively ensure compliance with all EWB policies and procedures such as Code of Ethics and all Anti‑Money Laundering, Bank Secrecy Act, Information Security, and suspicious activity reporting requirements.
May perform other duties as assigned.
Qualifications
Minimum 3–5 years of Treasury and Payments sales and relationship management experience.
Experience working in small‑business/retail and business banking segments.
Knowledge of treasury management concepts and principles as related to bank products and services.
Good working knowledge of portfolio management techniques, and familiarity with bank lending policies and practices, bank operations and services, and federal and state banking regulations.
Bachelor’s degree is typically required.
Certified Treasury Professional (CTP) accreditation preferred.
Excellent verbal and written communication skills to include selling of bank services and coordinating with others throughout the bank to ensure clients receive superior operational support.
Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation Base pay range: USD $90,000.00 – $160,000.00 per year. Exact offers will be determined based on job‑related knowledge, skills, experience, and location.
Senior Level Mid‑Senior level.
Employment Type Full‑time.
Job Function Finance and Sales.
Industry Banking.
Location: San Francisco, CA.
#J-18808-Ljbffr