Senior Commercial Portfolio & Relationship Manager

Citizens Business Bank; Orange (CA); On-site; USD 88,000 - 125,000; Full time

Job summary

Citizens Business Bank seeks a Portfolio Manager to handle a broad mix of commercial loans and lines of credit for large clients. You will identify, solicit and retain commercial relationships and analyze customer needs to present credit requests.

The role requires independent work with the department to grow relationships, ensure policy compliance, and contribute to earnings objectives. Loans are approved within limits, with opportunities to expand deposits and income.

Qualifications

• Bachelor's degree or 7 years related experience are required.
• Ability to read and write, and present information to customers and colleagues.
• Proficiency with Outlook, Excel and word processing software.

Responsibilities

• Identify, solicit and retain commercial banking relationships and CRE loans.
• Analyze customer finances and opportunities to propose bank solutions.
• Approve loans within delegated limits and escalate others for approval.
• Ensure compliance with bank policies and procedures and contribute to audits.
• Grow deposits and net income while meeting department goals.

Skills

Outlook

Excel

Word

Education

Bachelor's degree or equivalent experience

Tools

Outlook

Excel

Word

Job description

Citizens Business Bank seeks a Portfolio Manager to handle a broad mix of commercial loans and lines of credit for large clients. You will identify, solicit and retain commercial relationships and analyze customer needs to present credit requests.

The role requires independent work with the department to grow relationships, ensure policy compliance, and contribute to earnings objectives. Loans are approved within limits, with opportunities to expand deposits and income.