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East West Bank

Commercial bank bridging U.S.–Asia markets

Global Treasury and Payments Portfolio Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$90k - $160k /yrIn-person

About the Job

Requirements

  • A bachelor's degree is typically required.
  • A minimum of 3–5 years of Treasury and Payments sales and relationship management experience is required.
  • Experience working in small business, retail, and business banking segments is required.
  • Knowledge of treasury management concepts and principles as related to bank products and services is required.
  • A good working knowledge of portfolio management techniques is required.
  • Familiarity with bank lending policies and practices, bank operations and services, and federal and state banking regulations is required.
  • Excellent verbal and written communication skills are required, including the ability to sell bank services and coordinate with others throughout the bank to ensure clients receive operational support.
  • Proficiency in multiple standard business software applications, including Microsoft Word, Excel, and PowerPoint, is required.
  • Legal authorization to work in the United States is required.

Responsibilities

  • Directly manage an assigned portfolio of high-volume Global Treasury and Payments client relationships to improve sales efficiency and grow portfolio revenue.
  • Identify and manage cross-sell opportunities within the assigned portfolio for deal sizes below Treasury Relationship Manager coverage.
  • Serve as the day-to-day primary contact for the client and Relationship Manager from the Deposits and Treasury Relationship perspective.
  • Grow revenue in the assigned portfolio, including evaluating repricing opportunities and the effect of recommended pricing on overall account profitability.
  • Lead for all Treasury and Payments products and introduce other technical sales or product partners for product-specific opportunities, including merchant services, commercial cards, foreign exchange, and derivatives.
  • Establish professional relationships with key entity principals to increase share of wallet.
  • Keep sales activity tracking up to date in the customer relationship management system to ensure adequate records of bank relationships, calling activities, and sales opportunities.
  • Meet or exceed all assigned sales and portfolio goals.
  • Ensure compliance with East West Bank policies and procedures, including its Code of Ethics, Anti-Money Laundering requirements, Bank Secrecy Act, information security, and suspicious activity reporting requirements.
  • Perform other duties as assigned.

Desired Qualifications

  • Certified Treasury Professional accreditation is preferred.

About the Company

East West Bank

Commercial bank bridging U.S.–Asia markets

East West Bank is a commercial bank with a cross-border focus, serving as a financial bridge between the U.S. and Asia through its 110 locations. It helps businesses and community members explore new markets by providing cross-border banking services and industry-specific expertise in real estate, entertainment and media, private equity and venture capital, high-tech, and aviation. Its products include traditional banking services and advisory support designed to finance and grow businesses across borders. The bank stands out from competitors through its multinational footprint, multicultural teams, and depth of cross-border knowledge, enabling clients to access opportunities in both markets. Its goal is to help people and businesses reach further by building sustainable growth with integrity and a strong foundation.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Pasadena, CA
Founded
1973

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