As a Small Business Banking Portfolio Manager, you will support the management and ongoing health of existing small business banking relationships through credit monitoring, portfolio management, and the renewal process. This role partners closely with bankers, credit teams, and support specialists to deliver a strong client experience while helping maintain portfolio quality, operational efficiency, and risk management standards.
Key Accountabilities - Manage the end-to-end renewal process by partnering with sales, support specialists, and credit teams to ensure timely completion of credit presentations and renewals.
- Monitor and manage a portfolio of small business banking relationships to support portfolio quality, client retention, and relationship growth.
- Analyze financial information and recommend appropriate loan structures based on client needs and credit considerations.
- Ensure portfolio administration and risk management activities comply with established credit policies, procedures, business strategies, and regulatory guidelines.
- Serve as a liaison among clients, Relationship Managers, credit partners, and internal business teams to address credit-related inquiries and support relationship needs.
- Collect and review financial statements and other required documentation to support portfolio management and renewal activities.
- Communicate loan rates, terms, and renewal expectations with clients while delivering a high-quality customer experience.
- Participate in community and business activities that help promote a positive presence within the local market.
Education & ExperienceRequired- Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
- 2+ years of Commercial Banking, Corporate Banking, Specialized Banking, SBA lending, Credit Approval, or related experience.
- Experience analyzing financial information and supporting credit-related decisions.
- Strong attention to detail and communication skills.
Preferred- Experience working with small business banking clients and lending products.
- Customer-facing experience in banking or financial services.
- Experience collaborating across multiple business partners and departments.
You'll have the opportunity to make a direct impact on client relationships while partnering with a collaborative team focused on delivering exceptional service and sound portfolio management. This role offers meaningful exposure to credit, lending, and relationship support activities in a dynamic small business banking environment.
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.
$60,690.00 - $104,040.00 per year
