Food & Agribusiness - Specialty Banking Portfolio Manager II

NBH Bank•Greenwood Village, CO

About The Position

As a Specialty Banking Portfolio Manager II, you will support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management. You will also be responsible in assisting the industry team in cross-selling of the Bank’s lending, depository and treasury management products to new and existing bank clients, and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients. Additionally, Specialty Banking Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards. You will be asked participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Requirements

Bachelor’s degree in related field or equivalent combination of education and experience.
5+ years of relevant experience in specialty or commercial banking.
Related specialty banking or finance experience.

Nice To Haves

MBA or certification in the field.
7+ years of relevant experience in specialty or commercial banking.
Industry specific credit background.
Moody’s Risk Analyst experience.
Completed formal credit training program.
Strong communication, writing, and sales skills.
Proficient in Microsoft PowerPoint, Word and Excel.
Identify key relationships to achieve strategic goals and provide strong credit knowledge.
Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
Well-developed and proven organizational skills with ability to utilize time efficiently.
Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results.

Responsibilities

Support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis
Coordinate calling efforts on identified prospects with Bank team partners
Effectively support the management of profitable client relationships
Work with other areas in the Bank including Credit, Loan Operations and Executive Management
Assist the industry team in cross-selling of the Bank’s lending, depository and treasury management products to new and existing bank clients
Assist in the review and structuring of large complex transactions
Present deals to credit officers
Negotiate credit terms, and legal documentation with clients and referrals
Lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients
Manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards
Participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community
Build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position
Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.