Portfolio Manager - Industrials and Packaging, Institutional Client Group
About The Position
The Portfolio Manager partners with assigned Relationship Managers to manage Commercial Banking credit account relationships. The role supports revenue growth, as directed by senior management, by closing new business relationships and retaining and expanding existing customer relationships. Core work includes underwriting credit exposures, managing an assigned credit portfolio, managing credit risk, responding to prospect and customer credit questions, and making independent calls on assigned relationships. The position also provides customer service, participates in joint sales calls with Relationship Managers, and identifies customer needs.
Requirements
- Bachelor's degree or equivalent work experience.
- Seven to ten years of commercial banking experience.
Nice To Haves
- Extensive knowledge of commercial lending policy, applicable laws and regulations, credit quality standards, and company and business line policies and procedures.
- Strong relationship management and business development abilities, with thorough knowledge of credit products.
- Strong analytical and problem-solving skills.
- Ability to work effectively with individuals and groups across the company to manage customer relationships.
- Well-developed written communication and verbal presentation skills.
Responsibilities
- Partner with assigned Relationship Managers to manage Commercial Banking credit account relationships.
- Underwrite all types of credit account exposure.
- Manage an assigned credit portfolio and its credit risk.
- Close new business relationships and retain and expand existing customer relationships.
- Respond to prospect and customer credit questions.
- Make independent calls on assigned portfolio relationships.
- Provide customer service, participate in joint sales calls with Relationship Managers, and identify customer needs.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
