Commercial Portfolio Manager Associate
Posted 2025-05-30Position 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
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