Portfolio Manager - Institutional Client Group - Technology
$132.26k - $155.6kU.S. Bank
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account 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 - Seven to ten years of commercial banking experience Preferred Skills/Experience - Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures - Strong relationship management and business development abilities, with thorough knowledge of credit products - Strong analytical and problem-solving skills - Ability to work effectively with individuals and groups across the company to manage customer relationships - Well-developed written communication and verbal presentation 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 Review our full benefits available by employment status here. 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. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
$200k - $300k
...Day One. Job Description U.S Bank’s Institutional Client Group (ICG) cultivates clients’ trust... ...looking for an experienced Relationship Manager in our Technology, Media and Telecom group working... ...will handle and grow a complex portfolio of loans, prospect for and close new...SuggestedTemporary workLocal area3 days per week- ...Senior Portfolio Manager - Financial Institutions Group - Insurance Make banking a Fifth Third better We connect... ..."coverage team" to: Meet with clients and Participate in business Development... ...solving. Proficient with technology and ability to learn new...SuggestedWork at office
$96.5k - $207.5k
...GENERAL FUNCTION: The Portfolio Manager is key member of the... ...team" to: Meet with clients and Participate in business... ...maintain Investor Group on lender Portal,... ...experience. Financial Institutions, primarily Insurance,... ...solving. Proficient with technology and ability to learn...SuggestedWork at office- ...Portfolio Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared...SuggestedTemporary workWork experience placement
$98.18k - $115.5k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows...SuggestedFull timeTemporary workWork experience placementLocal area$160k - $180k
...the answers our clients need to succeed.... ...risk, internalize institutional knowledge, and establish... ...Controller will manage a team of... ...manage and oversee a portfolio of Private Equity... ...and leverage technology Acute attention... ...Employment Resource Groups as well as mentorship...Work experience placementWork at office- ...manufacturer of professional dental products and technologies, with a 130-year history of innovation... ...medical devices under a strong portfolio of world class brands. Dentsply Sirona’... ...worldwide. The GBS Portfolio Senior Manager & PMO Lead, reporting to the Senior Director...WorldwideHome office
- ...provider is seeking an experienced Project Manager in Charlotte, NC. This hybrid role... ...projects related to Investment Fund Accounting technology and ensuring the successful delivery of... ...with a competitive salary structure is offered. #J-18808-Ljbffr Largeton GroupFull time
$186.43k - $310.75k
...SVP, Head Of Client Compensation Lead with Purpose, Unlock... ...compensation transformation, and technology-enabled process improvements... ..., and Client Technology Management. The position plays a critical... ...1,100 financial institutions, servicing and custodying approximately...Work from home- ...Senior Investment Sales Broker (Southeast) - Retail Institutional United States Northmarq is strategically... ..., investment sales, loan servicing, and fund management, we deliver innovative solutions tailored to each client's goals and we foster inclusive teams committed...Currently hiring
$57k - $124k
Commercial Portfolio Manager - Huntington Technology Finance - Underwriting page is loaded## Commercial Portfolio Manager - Huntington Technology Finance... ...complex and large credit requests for prospects and clients. Possesses a mastery of client and industry expertise,...Full timeH1bWork at officeRemote workWork from homeFlexible hours- ...Strategies Team is searching for a Portfolio Manager - Municipal Fixed Income (... ...the Wells Fargo Investment Institute (WFII) and provides fixed... ...on behalf of High-net-worth clients, trusts, and institutions... ...Work with Client Relationship Group (CRG) partners to provide ongoing...Ongoing contractFull timeWork experience placementImmediate startRelocation package
$90k - $110k
...id: JR-0022987The Apex Group was established in... ...jurisdictional services. With our clients at the heart of... ...client relationship management for fund administration... ...allocators, financial institutions, and family offices.... ...harnesses leading innovative technology, and benefits from...Work at officeWorldwide- ...Team is searching for a Lead Portfolio Manager - Municipal Fixed Income (... ...the Wells Fargo Investment Institute (WFII) within the Investment... ...on behalf of High-net-worth clients, trusts, and institutions Implement... ...with Client Relationship Group (CRG) partners to provide...Ongoing contractFull timeWork experience placementImmediate startRelocation package
- ...trusted provider of data collection and management, marketing program management, and analytical... ...for our Crop and Animal Health industry clients. With data services at the core—... ...at AGDATA are pushing the boundaries of technology to enhance our relationships with our clients...Work at officeImmediate startWork from homeFlexible hours
- ...Senior Portfolio Manager - National Healthcare Make banking a Fifth Third... ...team" to: meet with clients and participate in business... ...establish and maintain investor group on lender portal, perform monitoring... ...solving. Proficient with technology and ability to learn new...Work at office
$126.82k - $149.2k
U.S. Bank in Charlotte, NC seeks a Credit Portfolio Manager for the Institutional Client Group. This role involves managing a corporate banking credit portfolio, underwriting account exposures, and developing business relationships. Applicants should have a bachelor's...- ...to corporate, government and institutional clients. We focus on our clients' overall... ...investors and asset managers, regional developers, and public... ...Lead Commercial Real Estate Portfolio Manager / Underwriter to assist in managing a group of assigned relationships and...Full timeWork experience placementSecond jobWork at officeLocal area
- ...legacy that started back in 1874. Join us as a Territory Portfolio Manager Your main responsibilities Drive portfolio growth... ...Discover more on our career website. At Schindler Group we value inclusion and diversity, and practice equity to...
- ...1874. Join us as a Your main responsibilities The Territory Portfolio Manager reports to the Territory Vice President and is responsible for... ...they are the heart of our success. Equal Opportunity: Schindler Group values inclusion and diversity and practices equity to create...Local area
$93.66k - $213.2k
...Property Tax Manager Are you a strategic and creative... ...and innovative technologies in order to align the... ...Multistate Tax Services (MTS) group is one of the largest... ...services group helps clients plan for and manage... ...Certified Member of the Institute for Professionals in...Work at officeLocal area2 days per week3 days per week- ...exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client... ...Managers, Credit Review partners, Technology, and other internal and... ...role with commercial financial institution or like experience. Industry...
$69.7k - $82k
...planning, investment management, tax, estate,... ...interest of our clients.* Mercer Advisors... ...service quality, technology, succession planning... ...Planning Group is a centralized... ...CRM systems, and portfolio analysis tools to... ...from an accredited institution; preferred fields...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- A national banking institution in Charlotte is seeking a Senior Portfolio Manager for National Healthcare. In this pivotal role, you will manage a diverse portfolio... ...mindset, and is equipped to navigate complex client interactions. Join us to make banking better every...
$96.5k - $207.5k
...Function The Commercial Senior Portfolio Manager is a key member of the "... ...Relationship Manager to: meet with clients and participate in business... ...and maintaining an Investor Group on the lender portal,... ...expertise. Proficient with technology and ability to learn new applications...Work at office- ...Head of Partnerships, Institutional Fundraising About the Company Innovative digital media lab serving BIPOC & low-income communities... ...anti-racism commitments and equitable work practices. Hiring Manager Title VP of Development & Executive Operations Travel...
- ...Project Manager I National Technologies (NTI), a Network Connex Company, is a premier turnkey installer of... ...responsible for nurturing a positive client interface providing all project details... ...status, age or any other protected group status. Upon acceptance of an offer,...Temporary workFor contractorsImmediate start
- ...success while helping clients pursue their financial... ...Overview Wealth Advisors Group (WealthAG) is a group... ...feedback to the Management team to improve both the... ...1,100 financial institutions, servicing and custodying... ...model, services, and technology resources they need to...Work experience placementWork at officeImmediate startWork from home
$95k - $110k
Job Description The Manager - Portfolio Marketing brings experience in brand storytelling, digital... ...social media. Develop messaging for buyer groups and value proposition for services and... ...to plan CPE-qualified events for clients and prospects following NASBA guidelines...Work at office$96.5k - $207.5k
A national banking institution is seeking a Commercial Senior Portfolio Manager in Charlotte, NC. This role involves managing a complex portfolio of accounts, evaluating creditworthiness, and collaborating with clients and stakeholders. The ideal candidate will have a Bachelor...
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