Relationship & Portfolio Specialist

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

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.