Senior Commercial Portfolio Manager

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

Job summary

Citizens Business Bank in San Jose, CA is seeking a Portfolio Manager to manage a portfolio of commercial banking relationships, including loans, deposits and related services. You will identify, solicit and retain key customers, analyze financial needs, and present credit and product requests to leadership for approval.

This role requires a Bachelor's degree or equivalent experience, strong communication and presentation skills, and proficiency in Outlook, Excel and word processing.

Qualifications

• Bachelor's degree or seven years related experience or equivalent
• Strong communication and presentation skills
• Ability to analyze financial data and present recommendations

Responsibilities

• Manage a portfolio of commercial banking relationships including loans and deposits
• Identify, solicit and retain existing business relationships
• Present credit requests and product solutions to management for approval
• Ensure compliance with policies and procedures

Skills

Communication

Relationship management

Sales

Education

Bachelor's degree or equivalent experience

Tools

Outlook

Excel

Word processing

Job description

Citizens Business Bank in San Jose, CA is seeking a Portfolio Manager to manage a portfolio of commercial banking relationships, including loans, deposits and related services. You will identify, solicit and retain key customers, analyze financial needs, and present credit and product requests to leadership for approval.

This role requires a Bachelor's degree or equivalent experience, strong communication and presentation skills, and proficiency in Outlook, Excel and word processing.