Middle Market Banking - Portfolio Manager II

About the role

The role of Portfolio Manager II involves supporting Middle Market Banking business development by identifying and calling prospects and referrals, coordinating calling efforts, and assisting in the cross-selling of banking products. This position requires managing profitable client relationships, working with various bank teams, and leading underwriting processes.

Responsibilities

• Support Middle Market Banking business development by identifying and calling prospects and referrals, and coordinating calling efforts.
• Assist in the cross-selling of the Bank’s lending, depository, and treasury management products to new and existing bank clients.
• Assist in the review and structuring of large complex transactions, present deals to credit officers, and negotiate credit terms and legal documentation with clients and referrals.
• Manage an existing portfolio of clients, monitor their operating performance, and ensure compliance with credit standards.
• Build rapport with clients and fellow associates, treating everyone with respect and consideration.
• Participate in community and business functions to enhance the bank’s image.

Requirements

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

Desired Qualifications

• MBA or certification in the field.
• 7+ 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.
• Work additional hours outside routine business hours to the extent necessary.
• Travel – estimated at 25% of the time.

Benefits

In addition to financial compensation, the Bank offers a comprehensive benefits package including insurance, 401(k), an associate stock purchase program, paid time off, associate banking perks, and more. For more information about the benefits offered, please click here.