Join our Wealth Management team as a Private Bank Portfolio Manager II, where you will manage and underwrite a portfolio of complex private banking, commercial, and commercial real estate relationships. In this role, you will help ensure strong credit quality, support client retention and growth, and contribute to delivering comprehensive financial solutions that meet client needs.
Key Accountabilities- Manage and monitor a portfolio of private banking, commercial, and commercial real estate relationships to ensure sound credit quality and compliance with lending policies and regulatory requirements.
- Analyze financial statements, cash flow, collateral, and repayment sources to evaluate loan requests and recommend appropriate credit structures.
- Prepare credit presentations and underwriting recommendations for new and existing borrowing relationships, identifying risks and mitigating factors.
- Support prospective and current client opportunities by developing financial analyses, profitability assessments, and lending recommendations.
- Oversee ongoing portfolio monitoring, including annual reviews, risk rating assessments, loan renewals, and covenant compliance.
- Partner with relationship managers, credit teams, and business partners to address portfolio needs, resolve credit issues, and support client retention efforts.
- Track and report key portfolio metrics, including loan maturities, documentation exceptions, financial reporting requirements, and past due accounts.
- Identify opportunities to deepen client relationships through additional banking and financial services while maintaining a strong presence within the community and marketplace.
Education & ExperienceRequired
- Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
- 2+ years of private banking or commercial banking experience with credit knowledge.
- Access to reliable transportation and the ability to lawfully drive, if applicable.
Preferred
- 4+ years of private banking or commercial banking experience with credit knowledge.
Why You'll Love Working HereThis role offers the opportunity to work with complex client relationships while partnering with experienced banking professionals across multiple disciplines. You'll play a key role in managing credit quality, supporting client growth, and delivering meaningful financial solutions that help clients achieve their goals.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
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.
$85,400.00 - $146,400.00 per year
