Commercial Banking Portfolio Coordinator Job at Wells Fargo (Taguig City)

Senior Vice President, Corporate Finance Sales Manager

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum of 6-10 years commercial banking experience
Bachelors degree, potentially Masters degree
Proven track record of supporting the growth of client relationships
Experience in corporate financing and investment banking will be an advantage

Job Responsibility

Serves as the Corporate Finance Subject Matter Expert for Singapore Citi Commercial Bank (CCB) and also support the CCB Cluster Corporate Finance Head on internal coordination with Investment Banking for advisory and capital market origination
Partner with Singapore CCB Coverage and with other CCB countries, as required by Cluster Corporate Finance Head, to assist in the origination, structuring and execution of episodic transactions
Work with CCB Bankers and the IB teams to actively originate new episodic opportunities to assist clients in raising funds in the capital markets (i.e. debt and equity, IPO) as well as providing strategic financing advisory for acquisition finance and other types of financial solutions
Support strategic discussions with clients on Merge & Acquisition by leveraging on the client relationships with CCB bankers and expertise of Investment banking industry bankers
Work with bankers to facilitate internal approvals and processes
Provide content on industry and capital market trends for clients and internal stakeholders
Be responsible for the origination and progression of corporate finance pipelines working with CCB Singapore Country Head and the CCB cluster Corporate Finance Head

Fulltime

Commercial Subsidiary Group Relationship Manager

The Citi Commercial Subsidiary Group Relationship Manager is a strategic profess...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Ideally 6-10 years of experience
Sound knowledge of banking and investment products and process
Track record of providing sound banking and financial advice and solutions to clients
Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions
Demonstrates advanced level of Early Warning Detection skills
Demonstrates advanced credit skills
able to structure all type of credit deals
Ability to work effectively in team setting
Ability to coordinate multi-functional teams
Excellent interpersonal, communication and influencing skills

Job Responsibility

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Introduces solutions to clients in building and strengthening an effective portfolio
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate Know Your Client and other compliance deliverables are met
Identifies cross-sell opportunities to deepen and increase share of wallet
Maximizes client experience by proactive sharing markets updates, trend and intelligence
Drives innovation in the solutions we provide clients and further developing our business
Execution of strategic initiatives launched centrally at all levels
Networks with clients to identify avenues for new business opportunities
Administrate the credit relationship of the client, coordinating and supervising the entire process

What we offer

Global benefits designed to support well-being, growth and work-life balance

Fulltime

Commercial Banking Relationship Manager

The main purpose of this job is to be involved in both the comprehensive managem...

Location

United States , St. Louis

Salary:

91000.00 - 184000.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
8+ years of commercial banking experience required
Strong knowledge of full range of commercial products, credit policies, procedures, and terminology
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Strong time management skills
Goal oriented with well-developed sales skills
Strong strategic, analytical, and problem-solving skills
Ability to mentor and provide leadership to junior roles
Experienced at structuring complex credit requests
Motivated and organized self-starter with strong attention to detail

Job Responsibility

Coordinate with assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Facilitate the resolution of customer problems
Participate in community and business functions/groups to ensure a positive image for the bank
Ensure compliance with all bank policies, procedures, regulations, and laws
Manage a portfolio of commercial relationships

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Emerging Corporate Relationship Manager

The Emerging Corp Relationship Manager is a strategic professional who stays abr...

Location

India , Kochi; Coimbatore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
Sound knowledge of banking and investment products and process
Track record of providing sound banking and financial advice and solutions to clients
Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions
Demonstrates advanced level of Early Warning Detection skills
Demonstrates advanced credit skills
able to structure all type of credit deals
Ability to work effectively in team setting
Ability to coordinate multi-functional teams to provide an exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)

Job Responsibility

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Introduces solutions to clients in building and strengthening an effective portfolio
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate Know Your Client (KYC) and other compliance deliverables are met
Identifies cross-sell opportunities to deepen and increase share of wallet
Maximizes client experience by proactive sharing markets updates, trend and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
Networks with clients to identify avenues for new business opportunities
Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

Fulltime

Sba Portfolio Operations Manager

We are looking for an experienced SBA Portfolio Operations Manager to oversee th...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business or a related field from an accredited institution is preferred
Minimum of 3-5 years of detail-oriented experience, ideally in commercial real estate, banking, accounting, or finance
Proficiency in loan administration, including SBA 504 and SBA 7(a) lending processes
Solid understanding of commercial lending and bank operations
Experience with loan servicing and portfolio management
Strong analytical and problem-solving skills, with the ability to handle complex servicing requests
Excellent communication and interpersonal skills for collaboration with diverse stakeholders
Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Job Responsibility

Conduct regular site visits to monitor existing loan portfolios and collaborate with customers, attorneys, bankers, and insurance agents
Manage routine portfolio tasks such as tracking insurance payments, real estate taxes, and bank balances, while coordinating efforts with internal team members
Develop and maintain internal systems to document portfolio activities, ensuring deadlines are consistently met
Create and implement reporting structures for portfolio management, providing quarterly updates and highlighting areas of concern
Maintain a comprehensive database of loan information, ensuring it aligns with organizational needs
Address customer inquiries regarding loan modifications, assumptions, subordination, and release of collateral
Analyze and document servicing requests, ensuring timely follow-up and resolution through effective monitoring systems
Lead efforts to resolve problem loan situations, working closely with borrowers, banks, legal counsel, and other stakeholders under the direction of senior leadership
Communicate with customers and relevant parties to address questions and resolve issues related to loan servicing
Monitor late payments, technical defaults, and other key indicators, maintaining a watchlist to ensure timely and high-quality servicing

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Commercial Banking Senior Relationship Manager

This position involves both the comprehensive management of existing commercial ...

Location

United States , Dallas

Salary:

189375.00 - 225625.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
8+ years of commercial banking experience required
Strong knowledge of full range of commercial products, credit policies, procedures, and terminology
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Strong time management skills, with ability to appropriately prioritize calling activities and strategies
Goal oriented with well-developed sales skills
Strong strategic, analytical, and problem-solving skills
Ability to mentor and provide leadership to junior roles
Experienced at structuring complex credit requests
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Job Responsibility

Coordinate with assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Facilitate the resolution of customer problems, engaging product experts as needed
Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace
Ensure compliance with all bank policies, procedures, regulations, and laws
Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM
Average deposit portfolio of $50MM to $100MM

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Digital Relationship Manager

The Digital Relationship Manager is a strategic professional who stays abreast o...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in Commercial / Relationship Banking as Relationship Manager, with international customers
Excellent interpersonal, communication and influencing skills
Excellent knowledge of the Digital, Technology & Communications market, companies, ecosystem, competition, local regulations
Sound knowledge of banking, treasury / lending / FX (Markets) / trade products and processes, as well as a solid track record of providing effective and thought out banking and financial advice and solutions to clients
Demonstrate expert level credit skills, capable of structuring all credit deals and guiding staff through the credit deal approval process
Entrepreneurial mindset and excellent selling skills
Team player with the ability to collaborate with the local, regional and global teams, as well as requesting support from the appropriate team members as required
Ability to engage appropriately at all levels in the organization and build relationships with a variety of business and external (Venture capital firms, debt advisory, corporate finance, legal, audit, industry associations and other key industry influencers) sources
Relevant bachelor’s degree with preference for Master’s from a university or business school
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities

Job Responsibility

Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
Acquire new, multi-product, Digital, Technology & Communications customers headquartered in Ireland, for the Bank, and manage those relationships end to end
Introduces solutions to clients in building and strengthening an effective portfolio
Collaborate and work closely with various product teams (treasury solution sales, trade finance, markets, corporate finance, capital markets, investment banking), Risk teams, as well as the broader CCB global network
Identifies cross-sell opportunities to deepen and increase share of wallet
Monitoring and supporting the products’ implementation process
Managing customers and transactions in the CRM platform
Maximizes client experience by proactively sharing markets updates, trends and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and local ecosystem)

What we offer

Global benefits designed to support your well-being, growth and work-life balance

Fulltime

Business Banking Relationship Manager

The main purpose of this job is to manage existing commercial relationships as w...

Location

United States , Bloomington

Salary:

70500.00 - 184000.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent combination of education and experience required
1+ years of commercial banking experience required
Basic knowledge of full range of commercial products, credit policies, procedures and terminology
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Basic strategic, analytical, problem-solving skills and credit analysis skills
Basic persuasive and negotiation skills with strong sales skills
Some independent decision-making skills, but requires regular management oversight
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Job Responsibility

Participate in outreach activities with assigned customers and target prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit risk
Facilitate the resolution of customer problems and engage product experts as needed
Participate in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplace
Ensure compliance with all Bank policies, procedures, regulations, and laws
Perform other duties as assigned

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Commercial Banking Portfolio Coordinator

Wells Fargo

Location:
Philippines , Taguig City

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 05, 2026

Expiration:
April 25, 2026

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