Franchise Finance - Specialty Banking Portfolio Manager III

About the role

The position of Specialty Banking Portfolio Manager III is responsible for managing specialized work efficiently, with confidence and competence. Key responsibilities include identifying and calling prospects and referrals, coordinating calling efforts, supporting the management of profitable client relationships, cross-selling banking products, assisting in the review and structuring of large complex transactions, presenting deals to credit officers, negotiating credit terms, and monitoring client performance.

Responsibilities

• Supports Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis.
• Coordinates calling efforts on identified prospects with Bank team partners.
• Supports the management of profitable client relationships.
• Cross-sells the Bank’s lending, depository, and Treasury Management products to new and existing bank clients.
• Assists in the review and structuring of large complex transactions, presents deals to credit officers, negotiates credit terms, and legal documentation with clients and referrals.
• Manages an existing portfolio of clients and monitors their operating performance, including reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitors client relationship for compliance with credit standards.
• Participates in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry-specific groups.
• Builds a great rapport with clients and fellow associates and treats others with respect and consideration regardless of their status or position.

Requirements

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 8+ years of relevant experience in specialty or commercial banking.
• Related specialty banking or finance experience.

Desired Qualifications

• MBA or certification in the field.
• 10+ years of relevant experience in specialty or commercial banking.
• Industry-specific credit background.
• Moody’s Risk Analyst experience.
• Completed formal credit training program.
• Strong communication, writing, and sales skills.

Skills and Abilities

• Proficient in Microsoft PowerPoint, Word, and Excel.
• Identify key relationships to achieve strategic goals and provide strong credit knowledge.
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
• Well-developed and proven organizational skills with ability to utilize time efficiently.
• Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results.
• Work at a rapid pace for long periods of time (typically no longer than 8 hours).
• Push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday.
• Work overtime to the extent necessary.
• Travel – estimated at 25% of the time.

Benefits

• Insurance
• 401k
• Associate stock purchase program
• Paid time off
• Associate banking perks