Portfolio Manager – Institutional Client Group, Technology
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • Florida • United States
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Salary
💰 $132,260 - $155,600 per year
About the role
- Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships
- Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers
- Responsibilities include underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships
- Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs
Requirements
- Bachelor's degree, or equivalent work experience
- Seven to ten years of commercial banking experience
- Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
- Strong relationship management and business development abilities, with thorough knowledge of credit products
- Strong analytical and problem-solving skills
- Ability to work effectively with individuals and groups across the company to manage customer relationships
- Well-developed written communication and verbal presentation skills
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
underwritingcredit risk managementcommercial lendingcredit portfolio managementcredit products knowledgeanalytical skillsproblem-solving skills
Soft Skills
relationship managementbusiness developmentcustomer servicecommunication skillsverbal presentation skills