Commercial Portfolio Manager

Tri City National Bank; Oak Creek (WI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Medical, dental, and vision coverage

Paid vacation

Job summary

Tri City National Bank is seeking a Commercial Portfolio Manager to drive sales growth and oversee a portfolio of business clients. This in-office role focuses on expanding relationships, identifying opportunities, and collaborating with Commercial Banking Officers and partners to serve clients and represent the bank in the community.

You will review financial statements, credit requests, and risk, present loan profiles to committees, and support branch staff with sales strategies.

Qualifications

• Bachelor’s degree or equivalent; 3–5 years in portfolio management, sales, financial analysis, or lending.
• Strong analytical abilities and attention to detail.
• Ethical team player with leadership qualities and ability to generate new business.

Responsibilities

• Expand and enhance relationships with existing customers while seeking new business through outreach and partnerships.
• Serve as the primary contact for customers, building strong connections with Tri City National Bank.
• Review financial statements, cash flows, and credit requests to assess risk and profitability.
• Collaborate with Commercial Banking, Mortgage Lending, and Treasury Management to enhance service offerings and profitability.
• Present loan profiles to Senior/Executive Loan Committees and manage renewals and annual reviews.
• Support branch staff with sales techniques and calling strategies; promote products/services with marketing.

Skills

Analytical skills

Multi-tasking

Leadership

Listening skills

Negotiation

Presentation

Verbal communication

Written communication

Business development

Education

Bachelor’s degree or equivalent

Job description

Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.

The Commercial Portfolio Manager is crucial in driving sales growth and overseeing a financial portfolio of business clients. This role focuses on developing new business opportunities from an existing customer base, referrals, strategic networking with centers of influence, and will collaborate with the Commercial Banking Officer and other business partners to represent Tri City National Bank in the community and among our clientele.

Compensation $90,000+ depending on experience.

This position is in-office at one of our branch locations.

• Expand and enhance relationships with existing customers while seeking new business leads through community networking and strategic partnerships.
• Serve as the primary contact for customers, ensuring their needs are met and fostering a strong connection with Tri City National Bank.
• Recognize and pursue growth opportunities within the portfolio based on customer needs.
• Work with various business lines, including Commercial Banking, Mortgage Lending, and Treasury Management, to enhance services and profitability.
• Accompany branch staff and business partners on visits to develop relationships and improve communication.
• Review financial statements, cash flows, and credit requests to assess and manage risk effectively.
• Assist in creating and presenting loan profiles to the Senior and Executive Loan Committees.
• Ensure timely management of existing portfolios, including financial statements, renewals, and annual reviews.
• Support branch staff by developing effective sales techniques and calling strategies.
• Collaborate with the marketing team to promote products and services to current and potential customers.
• Perform special projects and responsibilities as assigned.
• Bachelor’s degree or equivalent experience; 3-5 years in portfolio management, sales, financial analysis, or lending.
• Strong analytical abilities with attention to detail.
• Proven multi-tasking capabilities across various projects.
• Ethical team player with demonstrated leadership qualities.
• Ability to proactively generate new business.
• Comprehensive knowledge of the Bank’s products, regulatory policies, and compliance issues.
• Solid background in sales and sales management practices.
• Excellent listening, negotiation, and presentation skills.
• Strong verbal and written communication abilities.
• Experience in branch operations and consumer lending, including first mortgage origination, is a plus.

Why Join Us

• Community Impact Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
• Innovation Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
• Career Growth Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
• Celebration of Success Join a team that values and celebrates individual and collective achievements.
• Work Life Balance No early mornings or late nights, enjoy a predictable schedule with major holidays off.
• Great Employee Benefits that start on the 1st of the month after your hire date!
  • Part-Time
    • 401(k) with company match
    • Up to 20 hours of paid vacation after 6 months
  • Full-Time
    • 401(k) with company match
    • Tuition reimbursement
    • Medical, dental, and vision coverage
    • Paid vacation and more!

Equal Opportunity Employer/Veterans/Disabled

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Reasonable Accommodation

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or [e-mail]

(**Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)