Commercial Banking Portfolio Manager
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Job Description
About Working with us...
Wouldnt it be great to build your career at a bank thats known for helping people with their financial challenges? Thats exactly what youd be doing when you join the team.. Were looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. Youd be helping yourself too, because we has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder weve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If youd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. Were always looking for the best and brightest.
About This Job
In partnership with a team of Relationships Managers, this position is responsible for managing and servicing a portfolio of commercial customers, including expanding, building and maintaining strong customer relationships with a resulting high level of customer satisfaction. This position equates to an RM position in all aspects, with the exception of sales responsibilities.
Essential Functions
Assist Regional Managers in customer prospect calling, including customers with active and new credit opportunities
Serve as the primary advisor for commercial relationships while ensuring a high level of customer satisfaction and retention
Assist the Team Leader on a semi-annual basis to assure that the cross selling of appropriate products and services
Evaluate customer service requests for existing relationships, including loan renewals and modifications
Assist the Reginal Managers on credit requests, including: general underwriting, loan structuring, negotiating/pricing, collateral, and analyzing industry/credit risk
Prepare loan booking requirements, including: negotiating terms, the review of loan documentation and assisting in the closing process
Manage annual credit review schedule for team of Relationship Managers
Prepare loan presentations and credit reviews as necessary
Maintain loan reporting, including: past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
Assist Regional Managers in the credit management of all watch list credits
Ensure compliance with all Bank policies, procedures, regulations, and laws
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Intermediate knowledge of commercial banking field
Intermediate knowledge of commercial products, credit policies, procedures and terminology
Ability to maintain a valid drivers license and meet Commerce Banks driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Strong analytical and problem-solving skills
Ability to use a high degree of critical thinking skills in managing a large portfolio of diverse and complex commercial relationships
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
Intermediate proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelors degree in Business Administration, or equivalent combination of education and experience required
3+ years of commercial banking experience required
**Commercial Banking Portfolio Manager level will be determined based upon experience**
Full time
Employment Type
Full Time
Company Industry
Key Skills
