Vice President, Commercial Banking Portfolio Manager
Confidential
Vice President, Commercial Banking Portfolio Manager
About the Company
Well-established financial services firm
Industry
Financial Services
Type
Public Company
Founded
1861
Employees
1001-5000
Categories
- Financial Services
- Consulting & Professional Services
- Finance
- Auto Loans
- Bill Pay
- CDs
- Checking
- Credit Card
- Debit Card
- Holding Companies
- Home Equity Loans
- Lines of Credit
- Loans
- Mobile Banking
- Money Market
- Mortgages
- Online Banking
- Per
- Private Banking
- Savings
- Wealth Management
Specialties
- commercial and business banking
- commercial real estate lending
- treasury management
- capital markets and insurance services
- consumer banking
- residential mortgage and home equity lending
- and private banking
- trust asset management
- trust and asset management
Business Classifications
- B2B
About the Role
The Company is seeking a VP, Commercial Banking Portfolio Manager to join their team. The successful candidate will be responsible for supporting the growth and management of corporate banking relationships. This includes underwriting, credit analysis, portfolio management, and client engagement. The role involves close partnership with relationship managers to deliver financial solutions, manage risk, and deepen client relationships. The VP will also be tasked with managing a portfolio of corporate banking relationships, ensuring compliance with credit policy, business strategy, and regulatory guidelines, as well as monitoring portfolio performance and proactively identifying and managing risk. Applicants for this role at the company should have a Bachelor's degree in business, finance, accounting, or a related field, or an equivalent combination of education and experience. A minimum of 4 years' experience in corporate banking, commercial banking, commercial real estate banking, specialized banking, or credit approval is required, with a preference for those with 2 years of sales or business development experience and 2 years of formal credit training. The ideal candidate will have a Chartered Financial Analyst (CFA) designation and a proven track record of analyzing and managing complex credit relationships. The role demands a professional with the ability to conduct due diligence, prepare credit recommendations, and present them through the bank's loan approval process. The VP will also be expected to support portfolio growth by maintaining loans, deposits, fee income, and client retention objectives.
Functions
- Finance
- Business Development
Vacancy posted 2 days ago
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