PORTFOLIO MANAGER III- PRIVATE BANKING

The Portfolio Manager is responsible for managing a portfolio of existing relationship for customers within Private Banking to ensure ongoing profitability and complete conformity with credit terms. This role will ensure the sale of additional financial services. It will also maintain a basic understanding of commercial, economic and financial circumstances and how they impact the customers and prospective customers under their management. As well as, it will coordinate with key internal partners to support servicing of existing customer base.

POSITION QUALIFICATIONS

• Bachelor’s Degree from an accredited university
• Completion of a Commercial Credit Training Program
• 4 years of commercial underwriting, credit and/or lending experience OR 7 years of experience in Lending or Credit
• 2 years of experience utilizing Microsoft Office Products including Word, Excel Power Point and Outlook
  WORK BEST CATEGORY:Category B - 3-4 days in office on designated days/1-2 days remote
  HOURS:8:00am - 5:00pm Monday - Friday

Please refer the Job description for details