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The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate and Public Sector Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. 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.
Job Responsibility:
Partners with Relationship Manager(s) to successfully manage a portfolio of Corporate and Public Sector Banking credit relationships
Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers
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
Provides customer service
Participates in joint sales calls with Relationship Manager(s)
Identifies customer needs
Requirements:
Bachelor's degree, or equivalent work experience
Four to six years of relevant experience
Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products
Strong relationship management and business development skills
Strong analytical and problem-solving skills
Effective presentation, verbal and written communication skills
What we offer:
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