Senior Commercial Portfolio Manager
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Job Location:
Waukesha, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
6 days ago
Vacancies:
1 Vacancy
Job Summary
Waukesha State Bank is seeking a skilled and relationship-focused Senior Portfolio Manager to join our Commercial Banking this pivotal role youll serve as a trusted advisor to a diverse portfolio of business clients-ranging from small enterprises to large complex organizations across multiple industries. Youll conduct proactive check-ins identify future needs cross-sell meaningful financial solutions and ensure a smooth experience throughout the loan lifecycle from renewals to new loan processing. Acting as a salesperson analyst and advocate youll play a vital role in helping local businesses thrive while strengthening WSBs presence in the community.
As a Senior Portfolio Manager youll independently oversee portfolio credit quality respond quickly to emerging risks prepare or partner on credit presentations and collaborate closely with internal teams to deliver timely accurate and professional service. Youll be the primary point of contact for your customers ensuring their satisfaction and retention while also mentoring junior banking staff and supporting the Banks ongoing commitment to excellence. This role is ideal for an experienced commercial banking professional who thrives in a fast-paced relationship-driven environment and is excited to grow with one of the areas strongest community banks.
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized one-on-one approach to banking and an emphasis on customer service.
This is an onsite position in Waukesha County WI
Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Required Experience:
Manager
Key Skills
- Forecasting
- Hyperion
- Cost Management
- Construction Estimating
- QlikView
- Bus Driving
- Analysis Skills
- HubSpot
- Salesforce
- Market Research
- negotiation
- Financial Planning
About Company
Trusted source for personal & business banking, commercial loans, SBA Loans, mortgage loans, payroll services, wealth management and investments. Our friendly team is here to help with your financial needs!
