Portfolio Manager - Commercial Lending

Tri City National Bank; Oak Creek (WI); On-site; USD 81,000 - 99,000; 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 in Wisconsin is seeking a Commercial Portfolio Manager to drive sales growth and manage a portfolio of business clients. You will develop new opportunities from existing customers and referrals, while collaborating with banking partners to represent the bank in the community.

The role is in-office at a branch location in Oak Creek, WI, with compensation starting at $90,000+ depending on experience.

Qualifications

• 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 across various projects and ethics-driven teamwork.
• Knowledge of bank products, regulatory policies and compliance.

Responsibilities

• Expand and deepen relationships with existing customers while pursuing new business leads.
• Serve as primary contact for customers; build strong connections with Tri City National Bank.
• Assess growth opportunities within portfolios based on client needs.
• Collaborate with Commercial Banking, Mortgage Lending and Treasury Management to enhance profitability.
• Review financial statements and credit requests to manage risk.
• Prepare loan profiles for senior committees and ensure portfolio renewals and reviews are timely.

Skills

Portfolio management

Sales

Financial analysis

Lending

Communication

Education

Bachelor's degree or equivalent experience

Job description

Overview

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.

Responsibilities

• 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.

Qualifications

• 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.)