Commercial Portfolio Manager Associate
Posted 2025-04-06Position 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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