Portfolio Banker - Emerging Middle Market Commercial Banking - Executive Director
Listed on 2026-09-28
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Finance & Banking
Commercial Banking, Financial Sales, Banking & Finance, Loan Officer / Lending
You are customer focused, enjoy buildingrelationshipsandprovidingfinancial advice to your clients.
A roleasa Portfolio Banker is for you.
As a Portfolio Banker within the Commercial Banking team, your role is to be the focal point ofmaintainingexisting client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, youare responsible for growing andretainingprofitable relationships within the Commercial Bank.
Our Bankers are required tohave deep working knowledge of our solutions including, but not limited to:
Credit, Treasury Services, International Banking, Syndicated Finance, Commercial
CardandJ.P. Morgan Merchant Services. Our strongest Bankers have a methodical approach tothe market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
- Manage,retainand deepen a portfolio of Commercial Banking business clients with annual revenue between $20million -$100million(Emerging Middle Market)
- Champion a culture of innovation and a customer centric mindset
- Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
- Stay up to date with industry trends toidentifyopportunities for innovationor strategic partnerships
- Find ways tofurtherefficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered bynew technologies
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities and skills
- Seven plus yearsdirect lendingor credit support related experience with a focus on business relationships
- Understanding of Commercial Banking products and services
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals
- Excellent organizational skills and the ability to manage, prioritize, work underpressureand meet tight deadlines
- Strong interpersonal and influencing skills, with the ability toestablishcredibility and strong partnership with senior business and control partners
- Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred qualifications, capabilities and skills
- Bachelor’s degree and formal credit training
- Sales management,business development skills,proficiency in building andmaintainingpositive client relationships
- Strong creative solution,problem solving abilities, flexible to changing business priorities and ability to multitask
- Excellent business judgment,strategic thinking, self-directed,proactive and creative
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