Current jobs related to Portfolio Manager or Business Banker - Waunakee - Fortifi Bank

  • Banking Professional

    4 weeks ago

    Waunakee, Wisconsin, United States Fortifi Bank Full time

    Job SummaryFortifi Bank is seeking a highly skilled and motivated Universal Banker to join our team. As a Universal Banker, you will be responsible for providing exceptional customer service, managing client relationships, and performing various banking tasks.Key ResponsibilitiesProvide personalized service to clients, responding to their needs and resolving...

  • Restaurant Operations Manager

    2 weeks ago

    Waunakee, Wisconsin, United States Pizza Hut Full time

    Pizza Hut Restaurant General ManagerWe are seeking a talented and experienced Restaurant General Manager to join our team at Pizza Hut. As a Restaurant General Manager, you will be responsible for leading a high-performing team to deliver exceptional customer experiences and drive business results.Key Responsibilities:Lead a team of restaurant staff to...

  • IT Infrastructure Manager

    3 weeks ago

    Waunakee, Wisconsin, United States Creative Financial Staffing Full time

    About Our ClientCreative Financial Staffing is proud to partner with a leading multinational manufacturing organization with over 60 years of experience.This exciting opportunity allows you to be a part of a well-established IT team and contribute to the company's continued growth in the US market.Job SummaryWe are seeking an experienced System Administrator...

  • Wealth Management Associate

    2 weeks ago

    Waunakee, Wisconsin, United States The QTI Group Full time

    **About the Role**We are seeking a highly skilled Client Service Associate to join our team at The QTI Group. This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66).**Key Responsibilities**Provide exceptional client service and respond to requests in a timely mannerServe as the initial...

  • Regional Operations Manager

    2 weeks ago

    Waunakee, Wisconsin, United States T Mart Full time

    Regional Supervisor Job DescriptionAre you a seasoned restaurant operations expert looking for a new challenge? We're seeking a highly skilled Regional Supervisor to oversee the operations of 4-7 Dunkin' Donuts restaurants in the Midwest.Key Responsibilities:Recruit, train, and develop management teams to ensure excellent customer service, high-quality food,...

  • Assistant General Manager

    2 weeks ago

    Waunakee, United States Anytime Fitness Full time

    Assistant Manager for Anytime Fitness Be Fit. Inspire People. Change Lives. The assistant management role at Anytime Fitness is a passionate individual who seeks to help members and guests improve their lives through health and fitness. This person is responsible for selling memberships, training services, managing the member and guest experience, and...

  • Restaurant Shift Manager

    1 month ago

    Waunakee, Wisconsin, United States Noodles & Company Full time

    Overview:Noodles & Company is a fast-casual restaurant that serves fresh, high-quality ingredients. We're seeking a Shift Manager to join our team and lead our restaurant to success.Responsibilities:• Lead the restaurant with a culture of food safety that exceeds company standards in food quality, food safety practices, and cleanliness• Recognize team...

  • Environmental Sales Representative

    1 week ago

    Waunakee, Wisconsin, United States AAA ENVIRONMENTAL INDUSTRIES INC Full time

    Job Summary:The Environmental Sales Representative will be responsible for promoting and selling solid waste services to businesses and industrial establishments in assigned territories. This individual will identify new market areas, maintain current customers, and develop strategies to outweigh competition. The ideal candidate will have a strong...

  • Sales Representative

    1 week ago

    Waunakee, Wisconsin, United States GFL Environmental Full time

    Job SummaryWe are seeking a highly motivated and results-driven Account Manager to join our team at GFL Environmental. As an Account Manager, you will be responsible for promoting and selling our solid waste services to businesses and industrial establishments in assigned territories.Key ResponsibilitiesAggressively solicit orders from current and...

  • Client Service Associate

    4 months ago

    Waunakee, United States The QTI Group Full time

    We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate ! This is an exciting opportunity to grow in the wealth management arena and into a Financial Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Services Associate

    5 months ago

    Waunakee, United States The QTI Group Full time

    Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Services Associate

    1 month ago

    Waunakee, United States The QTI Group Full time

    Summary: Weve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. 4:30 p.m. Pay is...

  • Client Services Associate

    2 weeks ago

    waunakee, United States The QTI Group Full time

    Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Service Associate

    4 months ago

    Waunakee, United States The QTI Group Full time

    Summary: We've partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into a Financial Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. - 4:30 p.m. Pay is...

  • Client Services Associate

    3 weeks ago

    Waunakee, United States The QTI Group Full time

    Summary: We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Services Associate

    5 months ago

    Waunakee, United States The QTI Group Full time

    Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Services Associate

    3 weeks ago

    Waunakee, United States The QTI Group Full time

    Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Client Services Associate

    1 month ago

    waunakee, United States The QTI Group Full time

    Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

  • Senior Technical Supervisor

    5 days ago

    Waunakee, Wisconsin, United States NORD Gear Corporation Full time

    Job Summary:As a key member of the NORD Gear Corporation team, we are seeking an exceptional Aftermarket Engineering Supervisor to lead our Aftermarket department. This is a unique opportunity to leverage your technical expertise and leadership skills to drive business growth and customer satisfaction.Key Responsibilities:• Ensure the Aftermarket...

  • Transportation Expert

    2 weeks ago

    Waunakee, Wisconsin, United States HUB International Limited Full time

    Prepare for the Unexpected with HUB InternationalAt HUB International, we advise businesses and individuals on how to navigate the complexities of a rapidly changing world. As one of the world's largest insurance brokers, our focus is on providing our customers with the peace of mind that comes with knowing they are protected.Our ExpertiseWe provide expert...

Portfolio Manager or Business Banker

2 months ago

Waunakee, United States Fortifi Bank Full time
Job DescriptionJob DescriptionDescription:

At Fortifi Bank we believe that each team member is essential to Fortifi Bank’s success. We are looking for a Portfolio Manager or Business Banker in our Waunakee market. The title will depend on the level of experience the candidate brings with them. up to a title of Vice President Business Banking. We see candidates with energy for engaging with others, precise accuracy, and unmatchable organizational skills that will create outstanding results for our clients, our team members, and our organization.


Join us and become part of a team that is dedicated to "Growin' Wisconsin" - one person, one business, and one relationship at a time. Our team does things the Fortifi Way, providing a unique perspective on client service and keeping our Core Values at the forefront of everything we do. We fuel progress in our neighborhoods and are committed to these communities by giving back. We pride ourselves on being community leaders, volunteering our time and expertise to support local events and activities.


Job Details (Portfolio Manager)

  • Analyzing credit of the Bank's overall commercial lending portfolio
  • Monitoring portfolio to identify risk
  • Maintaining knowledge of commercial loan products and services
  • Working with the Credit team to collect information for underwriting purposes
  • Drafting proposals and closing loans as needed
  • Monitoring past dues and deficit balances
  • Processing draw requests and disbursing funds as needed
  • Adhering to policies and procedures
  • Interacting directly with the Bank's clients and service providers

Job Details (Business Banker)

  • Overseeing credit administration at the market level
  • Building and maintaining a commercial loan portfolio
  • Originating and managing commercial deposit relationships, including working with our Treasury Management area
  • Reviewing financial statements and monitoring activities
  • Identifying and communicating market opportunities for expansion of services
  • Identifying client needs and suggesting appropriate products/services
  • Educating the team on economic trends and best practices
  • Representing the Bank in community activities
  • Adhering to policies and procedures

Benefits

  • Health, dental, and vision insurance
  • 401(k) and employer match
  • Paid time off, volunteer PTO, and birthday PTO
  • Annual Incentive Compensation program
  • Life and disability insurance
  • Tuition reimbursement
  • Wellness program
  • Banking perks



Requirements:
  • 5 years of experience in the commercial lending space
  • Associate or Bachelor's degree in Business, Finance, or Accounting
  • Desire to grow into a Business Banker, if hired as a Portfolio Manager
  • Qualities that align with Fortifi Bank's Core Values
  • Superior client service and communication skills
  • Attention to detail and analytical skills
  • Multi-tasking and time management skills
  • Ability to maintain confidentiality
  • Ability to handle high-pressure situations
  • Ability to successfully complete background and credit check