CrawlJobs Logo

Lead Commercial Banking Portfolio Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
India , BENGALURU

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager

Job Responsibility:

  • Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market
  • Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives
  • Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
  • Lead projects and teams or serve as a peer mentor

Requirements:

  • 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics
  • Good knowledge on financial statements for various industries (preferably Real Estate) with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance)
  • Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis
  • Working experience with Moody's Risk Analytics would be a plus
  • Should be aware of key factors which helps in assessing credit worthiness of borrower
  • Excellent communication skills, with special focus on business writing skills for credit reports
  • Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template
  • Foundational AI literacy including Understanding and Application of AI Tools, Critical Thinking, Responsible AI Use, Adaptability and Continuous Learning

Nice to have:

Working experience with Moody's Risk Analytics would be a plus

Additional Information:

Job Posted:
May 10, 2026

Expiration:
May 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Wells Fargo - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Lead Commercial Banking Portfolio Manager

Nordics CCB Head, Managing Director

CCB Nordics is a fast-growing business with the ambition to significantly scale ...
Location
Location
Sweden , Stockholm
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluency in English, Swedish and ideally more Nordic languages
  • A minimum of 15 years of experience in a commercial or corporate banking environment
  • Solid understanding of the banking industry, across all banking products as relevant for CCB
  • Experience in working in Nordics banking environment
  • Demonstrated ability to drive significant revenue/profit growth in a banking business
  • Experience in setting business strategy and risk appetite
  • Global mindset
  • experience in working with global/international companies and international banking
  • Personal network among Nordic international companies
  • Strong risk skills from a global/well known bank or a Senior Credit Officer at Citi
Job Responsibility
Job Responsibility
  • Lead CCB business for mid-sized companies across the Nordics
  • Drive differentiated solutions in the market to achieve growth targets, leveraging Citi global network
  • Senior client coverage for existing and prospect companies
  • Drive cross-selling products like cash management, trade, FX, capital markets and wealth management
  • Build and retain a high-performing team with focus on developing talent
  • Grow the credit portfolio by selecting and lending to industry winners
  • Leverage partnerships with industry and product experts as well as Nordic senior team
  • Collaborate closely with Risk, Compliance and Audit teams to ensure regulatory adherence
  • Internal and external face of the CCB Nordics franchise, communicating with partners and stakeholders.
  • Fulltime
Read More
Arrow Right
New

Commercial Banking Portfolio Management Manager

Wells Fargo is seeking a Commercial Banking Portfolio Management Manager
Location
Location
India , Hyderabad
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 28, 2026
Flip Icon
Requirements
Requirements
  • 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
  • Post-Graduation in Finance / Management / Charted Accountant or equivalent
  • Minimum experience of 7 years and people management experience of minimum 1 year
  • Strong data-based decision making and communication skills
  • Good working knowledge in MS Office
  • Flexible to work across I&P locations & shift timings (preferable)
  • Certification in Campus MBA, Six Sigma are added advantages
Job Responsibility
Job Responsibility
  • Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio Management functional area
  • Ensure credit execution is consistent and aligned with required credit policies and processes
  • Support and drive adoption of new credit policies and related changes across the team
  • Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio Management functional area
  • Make decisions and resolve issues regarding resources, objectives, and operations of functional area and team to meet business objectives
  • Interpret and develop credit policies and procedures
  • Support in execution of policy changes
  • Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and more experienced managers
  • Coach and develop credit team
  • Manage allocation of people and financial resources for Commercial Banking Portfolio Management
  • Fulltime
Read More
Arrow Right

Risk Management Country Officer

The Risk Management Country Officer (RMCO) for Colombia is a senior position res...
Location
Location
Colombia , Bogotá
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of relevant experience, desirable banking experience or financial institutions
  • experience in people management
  • comprehensive understanding of Banking and Capital Markets products
  • experience with wholesale credit portfolio performance monitoring and metrics
  • comprehensive understanding of strategic direction of the function
  • in-depth conceptual/practical grounding in the function and/or expertise in related subject areas
  • preferably SCO or SCO journey initiated
  • fully bilingual (Spanish & English)
  • Bachelor's degree/University degree or equivalent experience
  • Master's degree preferred
Job Responsibility
Job Responsibility
  • Lead a team/organization responsible for risk management activities associated with the wholesale credit portfolio
  • analyze credit risk and provide credit recommendations and guidance to senior risk managers
  • apply understanding of inherent credit risks for a range of banking products including lending, structured/acquisition finance, and capital markets transactions
  • analyze transactions and assist in structuring transactions to contain Citi’s credit risk within acceptable parameters
  • conduct internal and external oversight reviews and manage Operating Committee engagement
  • produce credit and exposure analyses to ensure aggregate risk exposure to customers remains appropriate to credit standing
  • serve as the main point of contact with local regulators and internal audit function on integrated risk matters
  • appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards
  • stay updated on industry developments and apply in-depth knowledge to contribute to strategic and pro-active risk management
  • provide guidance, review & challenge, and recommendations on complex credit approvals for an assigned credit portfolio
What we offer
What we offer
  • Equal opportunity employer policy
  • policy for reasonable accommodations
  • Fulltime
Read More
Arrow Right

Senior Vice President, Credit Specialist, Private Banking

Citi Global Wealth (CGW) is looking for a Senior Vice President, Credit Speciali...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Min 10 years of experience
  • Strong and proven analytical, financial structuring and execution skills
  • Experience as a credit officer
  • In-depth knowledge and understanding of Financial Analysis including Financial and cash flow modelling
  • Ability to digest complex or detailed issues and articulate them in a clear and concise manner to stakeholders
  • Excellent communication (written and verbal) and interpersonal skills
  • Good negotiation skills
  • Strong initiative and interactive approach to problem-solving
  • Displays flexibility and independence in a demanding environment
  • Dependable team player
Job Responsibility
Job Responsibility
  • Assist Lending Advisors with preparing Credit Greenlight memos
  • Full credit underwriting with appropriate risk-return characteristics
  • Preparation of Credit Applications ensuring accuracy and completeness of data
  • Financial Analysis including cash flow statements
  • Collateral Evaluation covering investment portfolios, commercial real estate, art, aircraft and other asset classes
  • Provide In-Business Credit Risk Approval on credit applications
  • Prepare and negotiate credit documentation for facilities
  • Prepare, review and monitor compliance to facility covenants and approval conditions
  • Assist in Portfolio Management
  • Problem Recognition and assisting with classified loans remedial management
What we offer
What we offer
  • Access to telehealth options, health advocates, confidential counseling
  • Expanded Paid Parental Leave Policy
  • Access to learning and development resources
  • Generous paid time off packages
  • Fulltime
Read More
Arrow Right
New

Senior Commercial Banking Relationship Manager

Wells Fargo is seeking a Mid Corp Relationship Manager as part of the Northwest ...
Location
Location
United States , San Francisco
Salary
Salary:
143000.00 - 224000.00 USD / Year
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 14, 2026
Flip Icon
Requirements
Requirements
  • 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • In-depth knowledge of core banking products and services, including commercial lending and treasury management
  • Minimum 2 years of experience in Commercial Banking or Corporate & Investment Banking
  • Proven experience managing commercial banking relationships within the Mid-Corporate segment
  • Completion of a formal credit training program
  • Track record of collaborating across teams to deliver comprehensive solutions to clients and prospects
  • Demonstrated ability to generate new relationships and build long-term client partnerships
  • Skilled in identifying and mitigating risk while ensuring compliance with policies and procedures
  • Strong accounting and financial analysis skills with the ability to interpret financial statements
  • Proficiency in MS Office and CRM tools
Job Responsibility
Job Responsibility
  • Support Mid-Corporate Relationship Managers (RMs) in attracting, growing, and retaining client relationships
  • Prepare client data, pitch books, and presentation materials for meetings and internal discussions
  • Assist with client calls through pre-call planning, note-taking, and post-call follow-up
  • Maintain regular portfolio reviews with RMs
  • track opportunities, manage workload across multiple transactions, and ensure timely completion of deliverables
  • Engage product partners to deliver tailored solutions based on client needs, industry trends, and financial analysis
  • Coordinate with Credit, Operations, PES and other internal teams on screening, annual reviews, renewals, financial analysis and deal closings to ensure smooth execution of transactions
  • Manage client administration, including account openings, service coordination, and issue resolution
  • Handle Treasury Management and deposit requests
  • ensure timely approvals
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
!
Read More
Arrow Right

Relationship Manager

We’re looking for an experienced Relationship Manager to represent our bank acro...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong business development and relationship management experience within commercial banking (typically 5+ years)
  • Operational understanding of banking processes, regulatory requirements and legal considerations
  • A proven track record of developing quality business and managing commercial portfolios
  • Ability to proactively identify opportunities and drive tasks independently
  • Excellent interpersonal, communication and influencing skills
  • Strong planning, organisation and time‑management abilities
  • Confident in financial analysis and interpreting financial information
  • Comfortable managing multiple priorities while maintaining exceptional attention to detail
Job Responsibility
Job Responsibility
  • Grow and Manage a High‑Quality Portfolio: Acquire, manage and maintain a portfolio of commercial banking relationships aligned to our business plan
  • Deliver financial and volumetric objectives that support the bank’s growth and performance
  • Broaden and deepen customer relationships to maximise income opportunities and enhance satisfaction
  • Be a Visible Ambassador in the Welsh Business Community: Build and nurture relationships with key sector bodies, professional intermediaries and local organisations
  • Develop a strong network of introducers and maintain a shadow pipeline of target businesses
  • Represent the bank with professionalism, credibility and a genuine commitment to our values
  • Champion Purpose‑Led Banking: Originate high‑quality lending and non‑lending business that aligns with the UN Sustainable Development Goals and our mission
  • Ensure credit exposures are well‑managed, with early identification and mitigation of risks
  • Support, Lead and Collaborate: Share sector knowledge and specialist skills to support colleagues across Commercial Banking
  • Help develop the relationship management and sales capabilities of the wider team
  • Fulltime
Read More
Arrow Right

Head of Commercial Card and Merchant Business Management

The Head of Commercial Card and Merchant Business Management is responsible for ...
Location
Location
United States , Johnston; New York; Shelton; Boston
Salary
Salary:
156000.00 - 175000.00 USD / Year
citizensbank.com Logo
Citizens Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience in commercial banking, payments, card products, or financial services, with strong exposure to pricing, portfolio management, or business management
  • Proven experience leading pricing strategy, commercial economics, or revenue management in a complex, regulated environment
  • Strong understanding of Commercial Card and/or merchant economics, including interchange, rebates, incentives, and client profitability
  • Demonstrated ability to partner effectively with Sales while maintaining disciplined pricing and governance standards
  • Advanced analytical, communication, and executive presentation skills
  • Proven people leadership experience with a track record of building and developing high-performing teams
Job Responsibility
Job Responsibility
  • Own and manage end-to-end pricing strategy across Commercial Card, Merchant and Sponsorship products, including client pricing, fee structures, incentives, and deal economics. Establish governance and approval frameworks to ensure consistency, profitability, and compliance
  • Lead the revenue share and rebate platform, including design, calculation, governance, execution, and ongoing optimization. Ensure accuracy, transparency, and strong controls in partnership with Finance, Operations and Risk
  • Oversee Commercial Card portfolio management, including monitoring revenue, profitability, spend trends, attrition, and overall portfolio health including credit monitoring. Identify opportunities for growth, optimization, and risk mitigation
  • Provide commercial and analytical support to Sales and Account Management teams, including pricing guidance, deal structuring, economic modeling, and support for complex client negotiations
  • Manage client contracts and support in complex legal deal negotiations in partnership with sales and legal
  • Develop and deliver sales support and enablement tools, reporting, and frameworks that improve sales and product effectiveness, consistency, and confidence across the Commercial Card and Merchant lifecycle
  • Lead analytics and reporting to deliver clear, actionable insights into business performance, trends, and opportunities. Translate complex data into executive-level and field-ready insights
  • Own business planning, forecasting, and budgeting for the Commercial Card business. Partner with Finance and Product to align revenue targets, investments, and strategic priorities
  • Provide people leadership across pricing, analytics, portfolio management, and business support functions through coaching, performance management, development planning, and succession planning
  • Partner cross-functionally with Sales, Product, Risk, Finance, Operations, and Technology to drive alignment, execution, and continuous improvement across processes and operating models
What we offer
What we offer
  • comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs
  • competitive pay
  • opportunity to earn an annual discretionary bonus
  • Fulltime
Read More
Arrow Right

Head of Core Segment

Citi Commercial Bank (CCB) in Singapore is seeking an experienced and dynamic in...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 10-12 years of experience in commercial banking, corporate banking, or a related financial services role, with a strong focus on strategy, business development, and portfolio management
  • Proven and strong track record of successfully managing and leading teams through organizational change
  • a reputation for retaining, attracting and developing talent
  • Proven track record of leading and growing client segments
  • Demonstrated experience in managing significant P&L responsibilities and driving financial performance
  • Ability to influence and collaborate effectively across all levels of the organization
  • Exceptional ability to formulate and execute strategic plans for market penetration and growth
  • Strong financial analytical skills and understanding of corporate finance, credit risk, and product profitability
  • Advanced level credit skills with the capability to demonstrate advanced level credit skills to be appointed a senior credit officer
  • Demonstrated commitment to understanding and serving client needs, with a track record of building strong client relationships
Job Responsibility
Job Responsibility
  • Develop and articulate a clear strategic roadmap for the segment, aligning with CCB's overall growth objectives
  • Oversee the management and performance of a high-volume client portfolio, focusing on revenue generation, profitability, and risk mitigation
  • Lead a high-performing team of bankers focused on new client origination, relationship management, and credit portfolio management
  • Lead efforts to identify, acquire, and grow relationships, including startups, high-growth companies, and digitally native businesses
  • Identify market opportunities, emerging trends, and competitive landscape to position Citi as the preferred banking partner for this client segment
  • Manage the segment's P&L and returns, including revenue targets, expense management, and capital allocation
  • Ensure effective collaboration with internal product and functional stakeholders
  • Collaborate with Product teams to tailor and develop innovative banking solutions (e.g., cash management, trade finance, lending, FX) to address client needs
  • Drive innovation in digital client acquisition, onboarding, and servicing models to achieve high-volume scalability
  • Implement data-driven strategies for targeted client outreach and portfolio growth
  • Fulltime
Read More
Arrow Right