Commercial Banking - Portfolio Manager I

NBH Bank; Jackson (WY); On-site; USD 90,000 - 140,000; Full time

Job summary

NBH Bank in Wyoming seeks an experienced Commercial & Specialty Banking Portfolio Manager I to support business development, manage a profitable client portfolio, and coordinate with bank partners nationwide. You will present deals to credit officers, negotiate terms, and ensure compliance with credit standards.

The role emphasizes building strong client relationships, cross-selling lending, depository, and Treasury Management products, and monitoring financial performance through regular

Qualifications

• Bachelor's degree in related field or equivalent combination of education and experience.
• 3-5+ years of relevant experience in commercial banking.
• Related specialty banking or finance experience.

Responsibilities

• Support Commercial & Specialty Banking business development nationwide and regionally.
• Assist in reviewing and structuring large complex transactions with credit officers.
• Lead underwriting on loan presentations to ensure portfolio growth.
• Manage client relationships and cross-sell lending, depository, and Treasury Management products.
• Monitor client performance, renewals, and annual reviews; watch loan reports.

Skills

PowerPoint

Word

Excel

Credit knowledge

Relationship building

Decision making

Time management

Education

Bachelor's degree

Related field

Job description

At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients.

If this is what you believe in, then you’re definitely right for us. And, we might be the right bank for you.

The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, has a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person’s competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks on hand. When changes in the nature of the work occur, the person in this position will need direction, training and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work.

As a Commercial & Specialty Banking Portfolio Manager I, you will support Commercial & Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management, cross-selling of the Bank’s lending, depository and Treasury Management products to new and existing bank clients, and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients.

Additionally, Commercial and Specialty Banking Portfolio Manager Is’ are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards. Participation in community and business functions to ensure a positive image for the bank within the regions marketplace and establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements: To be considered for this position, you must possess the following qualifications.

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 3-5+ years of relevant experience in commercial banking.
• Related specialty banking or finance experience.

Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list.

• Proficient in Microsoft PowerPoint, Word and Excel
• Identify key relationships to achieve strategic goals and provide strong credit knowledge
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
• Well developed and proven organizational skills with ability to utilize time efficiently.
• Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results

Work Environment:

• Office setting with traditional hours.
• Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
• Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday.
• Must be able to work overtime to the extent necessary.
• Must be able to work additional hours outside routine business hours to the extent necessary.
• Must be able to travel – estimated at 25% of the time.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.