Commercial Portfolio Manager II First Citizens Bank

FinanceInfos; Omaha (NE); On-site; USD 80,000 - 100,000; Full time

Job description

Job Highlights

Title	Commercial Portfolio Manager II
Type	Full Time
Experience	Required
Function	Business/Commerce
Location	Omaha, NE,
Company	First Citizens Bank

Company Profile

First Citizens Bank helps personal, business, commercial, and wealth clients to build financial strength. It offers an array of general banking services.

Job Profile

The bank is hiring a Commercial Portfolio Manager II who will be responsible for managing, servicing, and developing commercial or business banking relationships in an assigned area.

Supports the ongoing financial and credit quality assessment needs of a mature portfolio through prescribed servicing and sales processes.

Identifies client needs and recommends a product or service solution, making referrals to banking partners as appropriate.

Builds strong relationships with clients following the Bank’s core values, providing value for the client while maximizing sales revenue.

Education Level

• High School Diploma or GED and 12 years of experience in Credit Analysis and Credit Underwriting (OR)
• Bachelor’s Degree and 8 years of experience in Credit Analysis and Credit Underwriting

Work Experience

• Possess work-related experience

Duties/Responsibilities

• Client Service – Maintains ongoing communication and contact with assigned commercial and business loan clients. Fortifies relationships and monitors client satisfaction. Conducts a needs assessment session at least once a year to identify additional banking or financial needs.
• Collections – Monitors loans for payment status. Works with delinquent clients to collect past-due payments.
• Portfolio Management – Monitors portfolio for completeness of documentation, accuracy of credit grading, and potential exposures. Processes line renewals and new requests as per loan approval servicing requirements. Performs other tasks related to the servicing and management of assigned portfolios.
• Sales – Sells Bank loans and deposits through a variety of sales techniques. Focuses on relationship-based sales, consulting closely with clients to determine and meet their financial needs. Generates referrals from existing clients and business networks.

Skills/Knowledge/Abilities

• Skilled in credit analysis, underwriting, and servicing business and commercial loans

Benefits/Perks

• Community Well-being
• Emotional/Social Well-being
• Financial Well-being
• Physical Well-being

Employer’s Statement

First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.