Middle Market Banking - Portfolio Manager II

About the role

Our culture emphasizes fairness, simplicity, and a commitment to equity, diversity, and inclusion. We strive to empower associates, build strong community relationships, and deliver personalized banking solutions. The Portfolio Manager II supports Middle Market Banking business development, manages specialized work with high attention to detail, and operates in a fast‑paced, task‑oriented environment.

Responsibilities

• Identify and call prospects and referrals on a national and regional basis, coordinating efforts with Bank team partners.
• Support the management of profitable client relationships and collaborate with Credit, Loan Operations, and Executive Management.
• Assist industry teams in cross‑selling lending, depository, and treasury management products to new and existing clients.
• Review and structure large, complex transactions; present deals to credit officers; negotiate credit terms and legal documentation.
• Lead underwriting on loan presentations to grow an assigned portfolio through client acquisition and relationship deepening.
• Manage an existing client portfolio, monitoring operating performance, reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch‑list reports, and borrowing‑base reconciliations.
• Ensure compliance with credit standards and bank policies, including BSA and OFAC requirements.
• Participate in community and business functions to promote a positive bank image and establish referral contacts.
• Build rapport with clients and colleagues, treating all individuals with respect regardless of status or position.

Minimum Requirements

• Bachelor’s degree in a 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 professional 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

• Proficiency in Microsoft PowerPoint, Word, and Excel.
• Ability to identify key relationships to achieve strategic goals and provide strong credit knowledge.
• Clear, enthusiastic communication that engages and persuades clients.
• Well‑developed organizational skills with efficient time utilization.
• Sound, timely decision‑making; consistent delivery on commitments; responsibility for results.

Work Environment

• Office setting with traditional hours; ability to work at a rapid pace for up to 8 hours per day.
• Physical demands include pushing, pulling, bending, twisting, raising arms overhead, turning the head/neck/shoulders, and grasping tools repeatedly throughout the workday.
• Overtime and additional hours outside routine business hours may be required.
• Travel estimated at 25% of the time.

Benefits

• Generous benefits package including insurance and 401(k).
• Associate stock purchase program.
• Paid time off.
• Associate banking perks.