CB Portfolio Specialist I in CANTON, Ohio
Listed on 2026-08-05
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Finance & Banking
Private Banking, Banking & Finance, Commercial Banking
Corporate Banking Relationship Manager
Assists Corporate Bankers and Portfolio Managers in managing existing Corporate Banking relationships. Acts as a contact person when the Corporate Banker and/or Portfolio Manager are not immediately available and provides direct client service. Expands or deepens client relationships by identifying client needs and communicating to relationship team. Provides direct client service under direction. Coordinates closings for new loans and modifications under Corporate Banker guidance.
Works closely with Portfolio Managers and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as commercial and regulatory guidelines. Provides general administrative support for the department including preparing miscellaneous reports, scanning documents to loan files and creating and maintain corporate client files.
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