Portfolio Manager

4 weeks ago


Galveston, Texas, United States gpac Full time

Here at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on their portfolios and addressing their financial needs.

The ideal candidate will have a strong background in banking and finance, with experience in portfolio management. You should be detail-oriented, analytical, and have exceptional communication and interpersonal skills. In this role, you will have the opportunity to work with a diverse range of clients and develop strong relationships with key stakeholders.

  • Manage a portfolio of banking clients, ensuring their satisfaction and profitability
  • Maximize bank profitability through appropriate pricing of loan originations, fee income, and selling of all bank products and services.
  • Verifies loan agreements are complete and accurate according to policy.
  • Familiar with standard concepts, practices, and procedures within a particular field.
  • Daily review, approval and disposition of commercial overdrafts within authority limits.
  • Ensure that approved loans are processed, closed and funded in an expeditious manner.
  • Bachelor's degree in finance, business, or a related field
  • At least 5 years of experience in portfolio management within the banking industry
  • Solid understanding of financial markets, products, and investment strategies
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients
  • Detail-oriented and able to manage multiple projects simultaneously

If you would like to learn more about this position, apply directly or email your resume to


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