Investment Portfolio Manager, Sr. jobs in Knoxville, TN

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One. 

As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. 

Job Description

As a Portfolio Manager, you are responsible for driving new revenue as well as building and maintaining effective long-term relationships and high level of satisfaction with a select group of clients. Interact with clients and other departments to constantly improve operational standards and support client needs. Day to day activities include outreach to ISO/MSP clients, strategic planning and reviews, continually evaluating and improving processes and procedures. Manage contract negotiations, pricing of the product within the target rate, and compliance and conformance with company policy and regulatory requirements. Exercise judgement and make decisions that have positive operational impact n the business line.

REPORTING / DATA QUALITY - thoroughness, Detail oriented and Analytical

• Producing and monitoring weekly reporting that outlines accomplishments, opportunities, and risk.

• Request ad-hoc reporting and analysis as needed

• Prepare equipment forecasting and partnering with external/internal stakeholders to ensure parties are aligned.

INTERNAL COMMUNICATIONS - Research, Questions, Organized, and Presentation.

• Works with internal teams to understand product roadmaps, product changes and updates, product developments, product release cycles, card brand updates, and policy changes. 

• Attends weekly/monthly product calls and tracks developments.

• Researches, collects, and organizes product information into a presentable/organized format.

CONTINUOUS PROCESS IMPROVEMENT 

• Develop a thorough understanding of all factors and conditions that impact the processes and products

• Use sound project management skills to guide and direct improvement projects

• Analyze problems and implement solutions using critical thinking skills and focused improvement methods

• Incorporate creative thinking into the problem-solving approach to identify unique and different ways to make things better/more consistent/efficient

• Prepare diagrams, charts, tables to reflect findings and support recommendations

Basic Qualifications

• Bachelor's degree, or equivalent work experience

• Six to eight years of sales experience in the financial services industry

• Ability to travel

Preferred Skills/Experience

• Excellent interpersonal, verbal and written communication skills

• Demonstrated project management skills and abilities to tie projects to business development / sales tactics with the Portfolio Manager.

• Strong understanding of all products and services applicable to target client segment

• Considerable knowledge of applicable policies and procedures as well as maintaining targeted changes and updates.

• Advanced knowledge of all organization products and operations with the ability to identify and engage with appropriate stakeholders

• Strong organizational and ability to navigate within muti tasked scenarios.

Location: Atlanta GA, Knoxville TN, Chicago IL

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside of the location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.