Portfolio Manager

Customers Bank

Portfolio Manager responsible for managing commercial loan and deposit portfolio for Middle Market Banking clients. Engaging with clients and contributing to broader client base growth in a fast-paced environment.

Posted 5/23/2026full-timeLancaster • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage complex commercial loan and deposit portfolio.
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, while having strong communication with senior leadership at the bank.
Perform service requests on existing loans and deposits, working in concert with our loan operations and treasury services teams to ensure completion in a timely fashion.
Review and analyze financial statements.
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

What you’ll need

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
Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications. Salesforce and nCino experience

Benefits

Comp & perks

Health insurance
401(k) plan
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

commercial loan managementdeposit portfolio managementfinancial statement analysiscredit trainingloan/depository documentationCapital MarketsLoan SyndicationsDebt Capital Markets

Soft Skills

communication skillsrelationship managementorganizational skillstime managementtask prioritizationmulti-taskingattention to detailindependent workteam collaboration