Middle Market Banking - Portfolio Manager II

Culture

Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need.

About the role

The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, have a strong sense of duty, and is disciplined.

Responsibilities

• Supports the management of profitable client relationships.
• Works with other areas in the Bank including Credit, Loan Operations, and Executive Management.
• Aids the industry team in cross-selling of 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, present deals to credit officers, negotiate 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 monitor 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.

Qualifications

• 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 Environment

Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to 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. Must be able to work overtime to the extent necessary. Must be able to work additional hours outside routine business hours to the extent necessary. Must be able to travel – estimated at 25% of the time.

Benefits

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.