Senior Commercial Portfolio & Relationship Manager

Citizens Business Bank; Anaheim (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Citizens Business Bank seeks a Portfolio Manager to identify, solicit and retain commercial and commercial real estate relationships, including loans and deposits, while working independently with department leadership to grow client portfolios.

The role involves analysis of customer finances, negotiations, and presenting credit and product requests. The incumbent expands existing relationships, attracts new clients and ensures compliance with bank policies.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Ability to analyze complex financial statements and ratios.
• Strong written and verbal communication skills.

Responsibilities

• Complies with policies, procedures, and applicable laws.
• Approve or refer loan applications within authority; manage credit risk.
• Develop and maintain commercial and CRE relationships, including loans and deposits.
• Present credit requests and financial solutions to clients and management.
• Manage a portfolio with growth through retention and new business.

Skills

Outlook

Excel

Word Processing

Education

B.A. degree or 7+ years

Job description

Citizens Business Bank seeks a Portfolio Manager to identify, solicit and retain commercial and commercial real estate relationships, including loans and deposits, while working independently with department leadership to grow client portfolios.

The role involves analysis of customer finances, negotiations, and presenting credit and product requests. The incumbent expands existing relationships, attracts new clients and ensures compliance with bank policies.