Commercial Portfolio Manager Associate

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

Preferred

• Four-year college degree preferred