Commercial Portfolio Manager Associate

Overview

Position is responsible to be actively involved in the day to day activities of the Commercial Banking Department, while developing/building a personal portfolio and the skills necessary to progress to a Commercial Portfolio Manager.

• Partner with Commercial Banking associates on a day-to-day basis in order to learn the fundamentals of Commercial Banking, i.e. portfolio management, credit analysis, loan presentation, and loan negotiation with oversight from an experienced Commercial Relationship Manager
• Begin process of obtaining business development (sales) skills through structured calling program to gain experience in outside loan production and negotiations
• Actively participates and creates opportunities for lender participation in community organizations to source business development opportunities and demonstrate commitment to the location community
• Perform additional duties as assigned.

• Minimum of two (2) years banking experience or equivalence in one or a combination of the following areas:
• Development Program
• Relationship Manager
• Credit Analysis
• Commercial Banking
• Basic knowledge of the financial services industry, commercial lending and financial products and services and sales principles
• Self-starter and ability to manage time properly
• Effective oral and written communication skills
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment
• Ability to work accurately with close attention to details
• General working knowledge of PC operations to include word processing and spreadsheet applications
• Four-year college degree preferred

Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.