Responsible for underwriting, credit monitoring and portfolio management of Commercial Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships.structure, collecting financial statements, as well as identifying cross selling/referring opportunities of other deposits services. As a Portfolio Manager, this position will maintain and build loans and deposits, fee income and referrals of business.
Maintains global view of ITL roadmap. Participates in forecasting and long-term planning, implements long-term plans, uses non-traditional/creative approaches to problem-solving, recommends new or revised standards, policies, etc. in areas of responsibilities. Ensures all assigned projects follow the appropriate project and portfolio management processes.
Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. Must be able to assess and analyze financial conditions of clients and the industry trends.
Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.