Middle Market Banking - Portfolio Manager II

Our Bankers understand the complexities of people’s lives and offer simple solutions. We are committed to equity, diversity, and inclusion, promoting the growth and revitalization of the communities we serve.

As a Portfolio Manager II
, you will support our Middle Market Banking business development by identifying and calling prospects, coordinating calling efforts with bank team partners, and managing profitable client relationships. You will also assist the industry team with cross‑selling bank products, reviewing and structuring large complex transactions, negotiating credit terms, and preparing legal documentation.

• Support enrollment of prospective clients via national and regional outreach.
• Manage an existing portfolio of clients, reviewing financial statements, renewals, and compliance with credit standards.
• Coordinate with Credit, Loan Operations, and Executive Management to ensure smooth processing.
• Lead underwriting on loan presentations and drive portfolio growth.
• Participate in community and business functions to promote a positive bank image.
• Maintain knowledge of regulations such as BSA and OFAC.

• Bachelor’s degree related to finance or equivalent experience.
• 5+ years of experience in specialty or commercial banking.
• Related specialty banking or finance experience.

• MBA or relevant certification.
• 7+ years of expertise in specialty or commercial banking.
• Industry specific credit background.
• Moody’s Risk Analyst experience.
• Completed formal credit training program.
• Strong communication, writing, and sales skills.

• Proficient in Microsoft PowerPoint, Word, and Excel.
• Strong credit knowledge and ability to identify key relationships.
• Excellent communication and persuasion skills.
• Well‑developed organizational skills and time‑management.
• Sound decision‑making and commitment to results.

• Office setting with traditional hours.
• Rapid pace for long periods of time (typically < 8 hours).
• Physical demands include lifting, bending, twisting, and standing for extended periods.
• Work overtime and additional hours as required.
• Travel estimated at 25% of the time.

We offer a generous benefits package that includes insurance, 401(k), an associate stock purchase program, paid time off, and associate banking perks.

Mid‑Senior level

Full‑time

Sales and Business Development

Banking

The Bank is committed to providing qualified applicants and associates reasonable accommodation. An applicant or associate requiring accommodation should contact Human Resources. The Bank provides equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category.

The Bank is a drug‑free workplace.

Selected candidate(s) must complete a criminal history report, global screen, drug screen, employment credit report, and possibly a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.