Private Bank Portfolio Manager

Role Overview

• Manage a portfolio of private banking and commercial relationships to ensure strong credit quality and client retention
• Analyze financial statements and cash flows to evaluate loan requests and recommend appropriate structures
• Prepare credit presentations and opportunity memos, clearly outlining risks, mitigants, and profitability
• Monitor portfolio performance, including loan repayments, financial condition, and covenant compliance
• Partner with Relationship Managers and internal teams to support client needs and manage renewals
• Conduct annual reviews and risk rating assessments to maintain accurate portfolio oversight
• Identify cross-sell opportunities across banking services to deepen client relationships
• Participate in client meetings and community activities to strengthen market presence

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or related field or equivalent combination of education and experience
• 2+ years of private banking or commercial banking experience with credit knowledge
• 4+ years of private banking or commercial banking experience with credit knowledge (preferred)

Benefits

• 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.