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

Bachelor’s degree in Business, Finance, Accounting, or related field
7+ years of private banking or commercial banking experience with strong credit expertise handling complex relationships
Valid driver’s license and reliable transportation (if applicable)

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.

Portfolio Manager – Private Banking

About this role