Portfolio Officer

Citizens Business Bank; San Francisco (CA); On-site; USD 74,000 - 103,000; Full time

Benefits offered by this job

Annual bonus

Job summary

Citizens Business Bank in San Francisco seeks a Portfolio Officer to assist Portfolio Managers, Relationship Managers and Center Managers in soliciting new relationships and retaining existing relationships, including loans and deposits, plus other bank services.

The Portfolio Officer analyzes customer financial needs, negotiates opportunities, and presents credit and product requests. They support the sales process with the sales team to drive center results and growth.

Qualifications

• Bachelor's degree (B. A.) from four-year college or university; or two to four years related experience and/or training; or equivalent combination of education and experience.

Responsibilities

• Provides sales and operational support to the sales teams in the Centers.
• Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objective that can be measured and actively participates in various community and civic activities in the Center Service area.
• Contributes significantly to meeting or exceeding the Center budgetary goals and ensures that deposit, loan and net income goals are met.
• Works with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.
• Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.
• Works with or through the Manager to ensure the Banks CRA policies and objectives are met for its assigned service area.
• Works independently, with or through Management of the Center’s sales and service efforts to ensure retention and growth of existing relationships.
• Manage personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Other duties as assigned.

Skills

Sales experience

Communication

Analytical thinking

Customer service

Education

Bachelor's degree

Tools

Outlook

Microsoft Suite

Excel

HP Calculator

Word Processing

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Sales Workers San Francisco, San Francisco, CA, US

4 days ago Requisition ID: 2761

Salary Range: $35.47 To $49.65 Hourly

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Summary

The Portfolio Officer is responsible for assisting Portfolio Managers, Relationship Managers and Center Managers in the solicitation of new relationships along with the retention of existing relationships including loans and deposit accounts as well as other services and products offered by the Bank. The Portfolio Officer is involved in the analysis of customer/prospect business financial needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The Portfolio Officer is responsible for assisting the sales process with the sales team.

Essential Duties & Responsibilities

• Provides sales and operational support to the sales teams in the Centers.
• Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objective that can be measured and actively participates in various community and civic activities in the Center Service area.
• Contributes significantly to meeting or exceeding the Center budgetary goals and ensures that deposit, loan and net income goals are met.
• Works with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.
• Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.
• Works with or through the Manager to ensure the Banks CRA policies and objectives are met for its assigned service area.
• Works independently, with or through Management of the Center’s sales and service efforts to ensure retention and growth of existing relationships.
• Manage personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; or two to four years related experience and/or training; or equivalent combination of education and experience.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills

Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations and interpret and draw bar graphs.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills

To perform this job successfully, an individual should have knowledge of Outlook Internet software; Microsoft Suite, Excel, HP Calculator, and Word Processing software.

CERTIFICATES, LICENSES, REGISTRATIONS:

Valid California Driver’s License

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands, and talk or hear. The employee must occasionally stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and color vision.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Salary Range: $35.47 To $49.65 Hourly

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.