Commercial Deposit Portfolio Manager

I am Amy Hitchcock, Commercial Deposit Operations Manager at the Bank of Utah. Founded in 1952, Bank of Utah is one of Utah's largest, privately owned community banks. Here 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.

We are currently looking for a Commercial Deposit Portfolio Manager to work Monday - Friday. This Commercial Deposit Portfolio Manager is responsible for assisting the Commercial Deposit Team in client portfolio management for high-value business client relationships. This position will help educate clients on products, provide tailored solutions, and client retention. Task assignments include active portfolio monitoring and analysis of relevant customer data. Identify and pursue opportunities by cross-selling Bank products and services and increasing customer engagement in their overall banking relationships.

Job Qualifications

• Knowledge of retail and commercial banking.
• Excellent computer skills, which includes the Microsoft Office suite.
• Strong and consistent customer service skills, including phone skills and follow-up skills.
• 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, plus opportunities to participate in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays earned vacation & sick time
• 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
  
  

Regular Duties And Responsibilities

• Assist Team and Team Leads in daily portfolio management of assigned existing high value relationship customers of the Bank through active portfolio monitoring and analysis of balance changes, customer transaction activity, cross-sell opportunities and overall usage and engagement of customer in Bank products and services.
• Report on cross-sell opportunities and contribute to team quarterly/annual deposit growth goals.
• Monitor and analyze TM service usage, coordinating and setting up customer annual review appointments, review of customer documentation and applications, completion of customer documentation (signatures, execution, approval submission) if Team Lead is unavailable.
• Direct and fulfill specific incoming client requests for Private Banking and TM, such as, rate reviews, TM limit increases, new account opening, CD renewals, credit card maintenance and limit changes, debit card changes, and account maintenance/signer changes.
• Assist with preparation of analysis statements and new customer onboarding form.
• Provide support and back up for Relationship Team Leads.
• Assist with pipeline and dashboard reporting
• Assist in other duties as assigned.
• The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.