Treasury Management Portfolio Manager

Summary The Treasury Management Portfolio Manager is responsible for supporting the Treasury Management Bankers in generating deposit growth, increasing treasury fee income, and supporting a service-oriented environment. The role is designed to increase the client engagement capacity of the Treasury Bankers through such activities as independently building proformas, pitches, guiding client on-boarding, monitoring revenue realization, and serving as an additional relationship touch point for clients. The role may also independently work to increase revenue and client retention where appropriate. ResponsibilitiesSales Support Work closely with the Treasury Management Bankers to coordinate and plan a proactive and purpose-driven calling effort into the existing portfolio Build client proformas, pitches and relationship reviews Manage and coordinate new implementations with the Onboarding Team Track and monitor revenue realization for new sales Proactively engage with existing clients with periodic reviews with an eye to increase sales and client retention Perform prospect research and client analytics to assist in pre-call planning efforts Be opportunistic with positioning new solutions to existing clients based on "in the moment" needs Other revenue generating and client retention tasks as needed Additional Areas of Focus Limited client service responsibility, focused on escalation, systemic, and onboarding issues Support bank initiatives in customer change management Develop a detailed understanding of product solutions to serve as product expert Stay informed of industry trends, regulatory changes, pricing trends, and technological advancements affecting treasury management Periodic internal reporting for treasury management leadership and relationship teams Develop strong working relationships with bankers and internal/external partner groups Ensure all treasury management activities comply with bank policies, regulatory requirements, and risk management frameworks Page BreakQualifications Bachelor's degree in related field or equivalent work experience in banking, treasury management, and sales; 3-7 years of progressively responsible experience Working knowledge of general banking services and operations with a specific focus on treasury products, systems, operations, and client servicing Strong client-facing skills in a virtual environment; able to clearly communicate, guide and influence clients and business partners Strong organizational, time management, and problem-solving skills, with the ability to quickly grasp concepts and processes with limited guidance from management Strong written and verbal communication skills Must be able to work in a team environment with the ability to interact well with co-workers and management in a positive manner Versatility, flexibility, and a willingness to work consistently changing priorities with enthusiasm and urgency ADDITIONAL INFORMATIONReporting Structure: Reports to Managing Director, Treasury Management Banking Office Requirements: This role is required to work 4-days per week in office in the Denver Tech Center headquarter office. About Fortis Bank Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships. Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience. We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward. Fortis is Great Place to Work-Certified™ Join a team where your expertise and passion can make a meaningful impact. Learn more today at

Created: 2026-03-04