Portfolio Officer

Essential Duties & Responsibilities

• Provides sales and operational support to the sales teams in the Centers.
• Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objectives.
• Works with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.
• Works with or through the Manager to ensure the Bank's CRA policies and objectives are met for its assigned service area.
• Manages personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location.
• Promotes The Citizens Experience to all external and internal customers.
• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.

Qualifications

• Bachelor's degree (B.A.) from four-year college or university; or two to four years related experience and/or training; or equivalent combination of education and experience.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to work with mathematical concepts such as probability and statistical inference.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and draw valid conclusions.
• Knowledge of Outlook Internet software; Microsoft Suite, Excel, HP Calculator, and Word Processing software.