Portfolio Banker

Final date to receive applications

03/30/2026

320 S Canal Street

Wealth Sales & Service

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

• Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
• Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
• Prepares new business proposals or presentations to clients/prospects.
• Participates in activities for client meetings and account opening documentation.
• Provides day to day technical support and management of accounts for team members and customers.
• May act as lead relationship manager.
• Ensures timely resolution of all client questions and concerns, both internal and external.
• Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
• Recommends and implements solutions based on analysis of issues and implications for the business and the client.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
• Partners with the leadership team on strategic direction and complex line-of-business projects.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Completes comprehensive analysis for risk, financial and profitability rating and assessments.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Coordinates account management activities with deal team members and internal groups.
• Performs audits and quality checks, to ensure decisions are adequately documented and clearly communicated.
• Manages operational audits and controls for banking and account administration.
• Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities.
• Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation.
• Provides input into the planning and implementation of operational programs.
• Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines.
• Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.
• Reviews and actions overdrafts and other monitoring reports in a timely manner.
• Sets up and completes margin / covenant tests within established time frames.
• Maintains control of security collateral including preparation and registration.
• Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to…