Regional Banking Portfolio Manager Sr.

About the role

This position is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. The role works with Bankers in both the Commercial and Regional Banking segments and manages a book of business greater than $100,000,000 in aggregation, consisting of over 20 relationships.

Responsibilities

• Manage a portfolio of business customers in partnership with the relationship manager, playing a highly visible role in managing customer relationships alongside the assigned relationship manager.
• Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
• Optimize customer relationships by working directly with Relationship Managers to grow fees, deposits, and portfolio revenue.
• Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks, including ongoing updating of risk grades in the assigned portfolio.
• Ensure underwriting quality, portfolio administration, and ongoing credit quality of the assigned portfolio.
• Work directly with the Team Leader, Relationship Managers, and Regional Credit Officers, and conduct portfolio reviews with senior management.
• Function in a team environment, collaborating with teams outside of the direct reporting line, and participate in special projects as expected.
• Prioritize work to meet customer expectations and analyze the existing portfolio to identify trends and opportunities.
• Maintain up-to-date knowledge of market and industry trends.
• Serve as a mentor and coach to junior portfolio managers, credit analysts, and relationship managers, interacting with senior leadership and clients on a professional consultative basis.
• Perform other duties as assigned.

Requirements

• Bachelor’s Degree.
• Minimum of 5 years of relevant experience.

Preferred Qualifications

• Formal credit training.
• Proven and in-depth knowledge of credit products, risk assessment, and debt structuring.

Workplace Type

This is an office-based role. Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in-office and work-from-home opportunities. Remote roles will have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Exempt status: Yes (not eligible for overtime pay).