About The Position

The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

Requirements

  • Typically a Bachelor's degree, or equivalent work experience
  • Typically seven to 10 years of wholesale banking or related experience

Nice To Haves

  • Advanced knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures
  • Strong analytical and problem-solving skills
  • Strong relationship management and business development skills
  • Ability to work effectively with individuals and groups across the company to manage customer relationships
  • Effective written communication and verbal presentation skills

Responsibilities

  • Underwriting all types of credit account exposure
  • Managing an assigned credit portfolio
  • Successfully closing new business relationships and expanding existing relationships
  • Managing credit risk
  • Responding to prospect or customer credit questions
  • Making independent calls on assigned portfolio of relationships
  • Provides customer service
  • Participates in joint sales calls with Relationship Manager(s)
  • Identifies customer needs

Benefits

  • 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
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service