Commercial Banking Portfolio Advisor

Manage commercial portfolios through lending expertise and relationship building as a Commercial Banking Advisor serving business members. Drive growth through trusted advice.

This Commercial Banking Advisor manages an assigned portfolio and provides commercial lending and investment services. The role develops member relationships, identifies prospective commercial members, and supports portfolio growth. It combines business development, credit underwriting, risk management, and sales strategy across commercial accounts.

• Manage and grow an assigned commercial member portfolio
• Provide lending and investment advisory services
• Build relationships and generate referrals through community networks
• Review accounts and monitor credit terms and performance
• Approve commercial loans within assigned limits

• Bachelor's degree or equivalent education and experience
• Five years of retail or commercial banking experience
• Sales experience preferred
• Strong communication, listening, and relationship-building skills
• Microsoft Excel and Word proficiency

Apply commercial lending, portfolio management, underwriting, and business development expertise as a Commercial Banking Advisor.