As a Portfolio Manager, AVP, you will support Middle Market and Corporate Banking relationships through underwriting, credit oversight, and portfolio management. This role focuses on analyzing credit opportunities, monitoring portfolio performance, maintaining strong credit quality, and partnering with Relationship Managers to deepen client relationships and support portfolio growth. You will play an important role in helping the team meet future growth objectives while delivering exceptional client support.
Key Accountabilities- Analyze financial statements, credit requests, and borrower performance to evaluate lending opportunities and recommend appropriate loan structures.
- Monitor portfolio performance and credit quality, identifying risks and taking proactive steps to support ongoing repayment capacity.
- Manage portfolio administration activities to ensure compliance with credit policies, procedures, and regulatory requirements.
- Partner closely with Relationship Managers to support client relationships, manage renewals, and deliver responsive banking solutions.
- Assist with due diligence and analysis for new client opportunities and credit recommendations.
- Present credit recommendations and participate in approval processes, as appropriate.
- Identify opportunities to expand client relationships through referrals and cross-selling of banking products and services.
- Represent the bank in business and community activities to support relationship development and market presence.
Education & ExperienceRequired- Bachelor's degree in Business, Finance, Accounting, or a related field, or an equivalent combination of education and experience.
- 2+ years of Commercial, Corporate, or Specialized Banking experience.
- Strong experience in financial statement analysis, underwriting, credit analysis, and portfolio management.
Preferred- 2+ years managing complex credits.
- Sales experience.
- Formal credit training.
- Chartered Financial Analyst (CFA) designation.
- Valid driver's license, reliable transportation, and the ability to lawfully drive, if applicable.
You'll join a collaborative team environment that values partnership, relationship-building, and professional growth. This role offers the opportunity to work closely with Relationship Managers and senior leaders while contributing to the continued growth and success of Middle Market and Corporate Banking relationships.
Apply today to make an impact.In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
$72,100.00 - $123,600.00 per year
