Middle Market Banking - Portfolio Manager II

Join to apply for the Middle Market Banking - Portfolio Manager II role at Bank Midwest
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Location:

Dallas, TX or Salt Lake City, UT.

We start with our culture. Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner.

Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships, Fairness, and Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results‑driven culture. We strive for all of our associates to feel welcome and empowered at work.

The responsibility of this position is managing specialized work efficiently, with confidence and competence. It requires above‑average attention to detail, concern for exact correctness of work, and a strong commitment to tasks completed on time. The person in this position will take work seriously, have a strong sense of duty, and be disciplined. A somewhat faster‑than‑average pace will be the norm.

Detailed, specialized work is the major focus. The position requires clearly defined responsibilities and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequent appreciation of the person’s competence, conscientiousness, and loyalty. It will provide security in a stable work environment, allowing the person to plan for, focus on, and complete tasks n changes in the nature of the work occur, the person will need direction, training, and support.

The position will generally be task‑oriented, requiring a conservative, careful, and cautious approach to work.

• Support our Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis, and coordinate calling efforts on identified prospects with Bank team partners.
• Support the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations, and Executive Management.
• Assist the industry team in cross‑selling of the Bank’s lending, depository and treasury management products to new and existing bank clients.
• Assist in the review and structuring of large complex transactions; present deals to credit officers; negotiate credit terms, and draft legal documentation with clients and referrals.
• Lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through acquisition of new clients.
• Manage an existing portfolio of clients and monitor their operating performance, including reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watching loan reports, borrowing base reconciliations, and monitoring client relationships for compliance with credit standards.
• Participate in community and business functions to ensure a positive image for the bank within the regional marketplace industry and industry‑specific groups, establishing referral contacts.
• Build rapport with clients and fellow associates, treating others with respect and consideration regardless of status or position.
• Maintain current knowledge and consistent compliance with regulations and bank policies, including BSA and OFAC requirements.

• Bachelor’s degree in a related field or equivalent combination of education and experience.
• 5+ years of relevant experience in specialty or commercial banking.
• Related…