FortWayneRecruiter Since 2001
the smart solution for Fort Wayne jobs

Commercial Portfolio Manager II

Company: Busey
Location: Carmel
Posted on: January 16, 2022

Job Description:

WHAT YOU'LL DO Responsible for 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. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other deposits services. The Portfolio Manager will maintain and build loan portfolio and deposit balances, generate fee income and make referrals within the Bank. WHAT YOU'LL BRING Knowledge of:

  • Strong understanding of credit structuring and monitoring skills, bank policy, compliance, the industry and market information
  • Strong sales and customer service skills
  • Strong oral and written communication skills Ability to:
    • Analyze and interpret numerical data
    • Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
    • Make independent and difficult decisions within parameters of the Bank's loan policies
    • Originate new procedures and approaches to problems
    • Perform duties with frequent interruptions and time pressures in highly interruptive conditions Additional Portfolio Manager II responsibilities include:
      • Be able to perform all responsibilities outlined as a level I.
      • Make presentations on specific loans and participate in the bank's loan approval process
      • Offer approval recommendation based on credit structure fundamentals
      • Grow existing relationships through increased borrowings, as appropriate, increase deposits and cash management, and cross sell into Wealth Management and Personal banking.
      • Negotiate credit transactions
      • Service existing customer relationships to maximize profitability EDUCATION & TRAINING
        • Requires a 4-year college degree with an emphasis in Accounting or Finance.
        • Requires 5 or more years of banking, finance or sales related experience.
        • At least 3 years' experience in credit analysis or underwriting preferred.
        • Requires knowledge of Microsoft Office. A successful Portfolio Manager will also have the following:
          • Customer Service - Adheres to The Busey Promise service standards set by Service Excellence in order to anticipate and exceed the needs of our customers, both internal and external.
          • Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary to provide the appropriate quantity and quality of work in a timely and efficient manner.
          • Accountability - Work behaviors demonstrate responsible personal and professional conduct, which contributes to the overall goals and objectives of Busey.
          • Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintain smooth working relations.
          • Analytical Thinking - Analyzing and synthesizing information to understand issues, identify options, and support sound decision making.
          • Forward Thinking - Anticipating the implications and consequences of situations and taking appropriate action to be prepared for possible contingencies.
          • Results Management - Organizes time, work, and resources to accomplish objectives in the most effective and efficient way.
          • Oral Communication - Communicating ideas and information verbally to ensure that information and messages are understood and have the desired impact.
          • Sales Focus - Providing added value and needs based solutions to clients. (PM II) WORK ENVIRONMENT: Duties are performed in an office setting and include physical demands such as the manual dexterity and skill to operate standard office equipment. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of this position. The above statements are intended to describe the general nature of work being performed by people assigned to this job. They are not intended to be considered an exhaustive list of all responsibilities, duties, and skills of the people so classified. Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.

Keywords: Busey, Fort Wayne , Commercial Portfolio Manager II, Executive , Carmel, Indiana

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Fort Wayne RSS job feeds