Portfolio Manager
Customers Bank
full-time
Posted on:
Location Type: Office
Location: West Reading • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Customers Bank has an immediate opening for a Portfolio Manager on our Pennsylvania Middle Market Banking team.
- The Portfolio Manager will be responsible for managing the loan and deposit portfolio for our Middle Market Banking clients.
- The role is client facing and a strategic part of building out the broader middle market client base.
- Customer interaction with current and new clients, obtaining all necessary documentation to meet annual underwriting/renewal and account opening standards.
- Monitor and proactively manage all aspects of the loan and deposit portfolio including loan delinquency, loan reviews, renewals, managing interest rate plans and profitability tracking.
- Perform service requests on existing loans and deposits, working with loan operations and treasury services teams to ensure completion timely.
- Visit customers along with the Relationship Managers to establish and maintain positive relationships and cross sell other bank products and services.
- Actively involved in the community with ability to represent the bank and for personal development.
Requirements
- College degree or 5 + years of equivalent banking experience.
- Prior commercial banking experience within the middle market, corporate banking and/or commercial real estate sectors.
- Strong communication and relationship management skills.
- Completion of a formal credit training program.
- Understanding of loan/depository documentation.
- Working knowledge of Capital Markets, including Loan Syndications and Debt Capital Markets.
- Ability to manage time and complete assigned annual reviews in a timely manner.
- Strong organizational skills.
- Time management, Task prioritization, Multi-tasking, and Attention to detail.
- Must be able to work independently and in a larger team environment.
- Technology Skills: Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications.
- Salesforce and nCino experience.
Benefits
- Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
- Equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers.
- We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial bankingloan managementdeposit managementcredit trainingloan documentationCapital MarketsLoan SyndicationsDebt Capital Markets
Soft skills
communication skillsrelationship managementorganizational skillstime managementtask prioritizationmulti-taskingattention to detailindependent workteam collaboration