Credit Portfolio Manager, Education and Non-Profit - Institutional Client Group
U.S. Bancorp
Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications Bachelor's degree, or equivalent work experience Four to six years of relevant experience Preferred Skills/Experience Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products Strong relationship management and business development skills Strong analytical and problem-solving skills Effective presentation, verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. #J-18808-Ljbffr
- Broughton Group is seeking a Portfolio Manager in Cincinnati, Ohio to partner with Relationship Managers managing a portfolio of Corporate Banking credit relationships. The role is focused on underwriting credit accounts, growing revenue, and providing exemplary customer...Suggested
- U.S. Bank in Cincinnati, Ohio seeks a Portfolio Manager responsible for managing a portfolio of Corporate Banking credit relationships. The candidate will underwrite credit exposure, close new business, and maintain existing relationships while identifying customer needs...Suggested
$80.5k - $169.1k
...GENERAL FUNCTION: Provides credit risk management for portfolio credits having a moderate... .... Maintain appropriate client records and an archive of... ...Portfolio Manager II - Financial Institutions Total Base Pay Range 80,5... ..., relevant experience, education and geographic location....SuggestedFull timeWork at office- ...perspective in underwriting and managing complex Wholesale... ...Managers, Credit Portfolio Managers, and the Credit... ...internal and external client interaction. Credit Portfolio... ...Qualifications Education & Experience Bachelor... ...position or a discretionary profit sharing bonus program....SuggestedTemporary workWork experience placement
$96.5k - $207.5k
Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager located in Cincinnati, Ohio. The successful candidate will manage complex credit portfolios and engage directly with clients while ensuring robust risk management practices. This role requires at least...Suggested- Atlantic Union Bank in Covington, Kentucky, is seeking a Credit Portfolio Manager III to lead the underwriting process for complex Wholesale Banking... ...skills and demonstrate effective communication to manage client relationships and ensure compliance. #J-18808-Ljbffr...
- A financial institution in Ohio is seeking a Portfolio Manager to manage a complex portfolio of corporate banking clients. The role requires extensive credit analysis skills and the ability to grow relationships with clients. Ideal candidates will have a Bachelor's degree...Remote work
- A leading financial institution is seeking a Wealth and Investment Portfolio Manager III in Cincinnati, OH. The role involves managing complex investment portfolios to meet client objectives, actively monitoring performance, and offering strategic recommendations. The ideal...Full timeWork at officeFlexible hours
$96.5k - $207.5k
...The Commercial Senior Portfolio Manager is key member of the "... ...recommendations on appropriate credit structures, pricing,... ...team" to: Meet with clients and Participate in... ...and maintain Investor Group on lender Portal,... ...relevant experience, education and geographic location...Work at office- A major financial institution is seeking a qualified Wealth and Investment Portfolio Manager III in Cincinnati, Ohio. The successful candidate will manage complex investment portfolios, ensuring alignment with both client and corporate objectives. Responsibilities include...Remote jobFlexible hours
$96.5k - $207.5k
...The Commercial Senior Portfolio Manager is a key member of the... ...recommendations on suitable credit structures, pricing,... ...Manager to: meet with clients and participate in... ...maintaining an Investor Group on the lender portal,... ...set, experience, education, and geographic location...Work at office- ...closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with... ...reporting packages. Ensures credit quality standards are executed... ...Portfolio Managers within the Group. Bona Fide Occupational Qualifications...Immediate startRemote workNight shift
- ...Portfolio Manager The Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management for a complex... ..., highly structured and non-recourse credit exposures... ...facilities, supporting clients active across renewables...Contract workTemporary work
- ...Third Bank. GENERAL FUNCTION: Manages fixed income assets for one... ...providing investment management, client service, and support of new... ...more senior Fixed Income Portfolio Managers with major accounts.... ...skillset, relevant experience, education and geographic location. In addition...Work at office
- ...Want to Be A Day in the Life of a Manager, Performance & Reconciliation Responsible... ...the calculation and delivery of portfolio and composite performance on a... ...monthly reconciliation functions for Institutional and Private Client Group (PCG) business lines. Duties & Responsibilities...
- ...just like we help thousands of clients reach their financial goals.... ...purchase plan, various education assistance programs such as... ...with and supports up to two Portfolio Managers in the day-to-day management... ..., Relationship Managers and Credit Officers to ensure efficient...Work experience placementLocal area
- Description Summary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities...Work at officeRemote workWork from homeFlexible hours
$111.61k - $131.3k
...excel at—all from Day One. Job Description Manages individual and/or trust account assets and investment... ...and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared...Temporary workWork experience placement- U.S. Bank in Cincinnati, OH, is seeking a PWM Portfolio Manager. The role involves managing individual and trust account assets, focusing on client retention, and developing strong relationships. Candidates should have a Bachelor's degree and at least 10 years of investment...
- Huntington National Bank seeks a Wealth and Investment Premier Portfolio Manager - Senior in Cincinnati, Ohio, to manage small/medium Trust... ...involves monitoring investment performance, ensuring alignment with clients' investment objectives, and fostering relationships with...Remote jobWork at officeFlexible hours
- A leading financial services company is seeking a qualified Wealth and Investment Portfolio Manager III. This role involves managing complex portfolios based on client and corporate objectives, ensuring excellent customer service, and monitoring investment performance....Work at officeFlexible hours
- ...Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager IIIs. Duties & Responsibilities Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor...Work at officeRemote workWork from homeFlexible hours
- ...Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor...Work at officeRemote workWork from homeFlexible hours
- U.S. Bank in Cincinnati, Ohio is seeking an experienced investment professional to manage client accounts and enhance client relationships. Candidates should have a strong background in investment management and at least 10 years of relevant experience. The role involves...
- Dormont Manufacturing Co in Cincinnati, Ohio is seeking a qualified Wealth and Investment Portfolio Manager III to manage complex investment portfolios. This role involves direct client interaction, monitoring investment performance, and working closely with business...Remote jobWork at officeFlexible hours
- ...A financial institution is seeking a Credit Analyst II in Cincinnati, Ohio, to partner with Portfolio Managers in credit analysis and risk management. This role requires strong financial and risk analysis skills, along with at least two years of Commercial Banking experience...
- A prominent financial institution is seeking a Private Bank Wealth Advisor III to manage relationships with high-net-worth clients. The role involves developing and delivering tailored Wealth Plans while securing new business through community connections. Candidates should...Work at officeRemote workFlexible hours
- WestPoint Financial Group in Cincinnati, Ohio is seeking a motivated Financial Advisor to strengthen client relationships and deliver personalized financial advice. The role includes developing investment strategies and ensuring compliance with regulations. Ideal candidates...
- WealthBridge Financial Group is looking for a results-oriented Private Wealth Advisor... ...Cincinnati, Ohio. You will engage with clients to understand their financial goals and... ...opportunities, retirement planning, and wealth management strategies. This role involves using...
$93k - $189k
...Banking Director, Portfolio ManagementApplyremote... ...senior portfolio management role. The Director... .../ Vertical] group. Primary responsibilities... ...Management, Credit Administration, Capital... ..., attend client calls (virtual or... ..., experience, and education. Colleagues in this...Work at officeRemote workWork from homeFlexible hours
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