Director Portfolio

2 months ago


Atlanta, United States First Citizens Bank Full time
Overview:

This position is responsible for international portfolio and relationship management as well as new business development. Leads the acquisition, management, and maintenance of relationships with international financial institutions, mainly FCI (Factors Chain International) business partners, located globally. Creates and implements the service delivery and retention strategy for the Bank's highest valued clients. Works collaboratively with various sales partners to build and manage banking relationships to ensure clients' needs are met. Ensures alignment and compliance with corporate strategy, internal policy, applicable laws, and regulations. Oversees all aspects of relationship development management, and client servicing, and new business development.

Responsibilities:
  • Business Strategy - Responsible for the efficient management of the international client factoring portfolio. Responsible for compliance with company risk appetite statement. Responsible for optimizing portfolio return while managing risk to acceptable levels.
  • Business Support - Responsible for the development, revision, and implementation of compliant and effective strategies, policies, standards, and procedures, as it relates to international client factoring portfolios and relationship management. Advises on strategies to ensure risks are properly identified and portfolio composition is aligned with overall Bank balance sheet and appropriate for various economic environments. Monitors changes in the economy and macroeconomic environment and advises executive management on potential opportunities to enhance shareholder return.
  • Client Service - Establishes, evaluates, and continuously improves the client experience and relationship management standards across the group. Establishes a client service vision/plan and communicates it across the group. Provides expert advice to associate team on client acquisition, satisfaction, and retention. Leads staff to maintain high quality international service standards through regular communications with clients via phone, email, social media, and in person visits. Guides the team in the fostering of relationships with new and existing partners to finalize deals and keep the business with FCB.
  • Managerial Functions - Establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to department policies, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Maximizes department achievements by providing and encouraging professional development.
  • Sales - Directs the acquisition and development of relationships with international financial institutions to facilitate business growth. Identifies and attends relevant and appropriate industry and regional events and trade shows for networking and new business opportunities as appropriate. Business travel required as needed to cover assigned geographic region.
Qualifications:
  • Bachelor's Degree and 10 years of experience in Financial Services, Commercial Finance OR High School Diploma or GED and 14 years of experience in Financial Services, Commercial Finance
  • Preferred Area of Experience: Factors Chain International (FCI)course certification is required within the first two years of employment. International financial services. Chinese language-Mandarin proficiency: speaking, reading and writing skills a plus.
  • License or Certification Type: null null


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: International Portfolio DirectorJob Summary:First Citizens Bank is seeking an experienced International Portfolio Director to lead our international client factoring portfolio. The successful candidate will be responsible for managing relationships with international financial institutions, developing and implementing strategies to optimize...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementEmory University is seeking a highly skilled Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. As a key member of our team, you will play a critical role in developing and executing overall strategy, design, training, portfolio management...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementEmory University is seeking a highly skilled and experienced Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. As a key member of our team, you will play a critical role in developing and executing overall strategy, design, training, portfolio...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementEmory University is seeking a highly skilled Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. As a key member of our team, you will play a critical role in developing and executing overall strategy, design, training, portfolio management...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementEmory University is seeking a highly skilled Senior Associate Director of Portfolio Management to join our team. This role will be responsible for assisting in the development and execution of overall strategy, design, training, portfolio management guidelines, and policies that increase the...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job DescriptionEmory University is seeking a highly skilled Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. This role will play a critical part in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementJob Summary:We are seeking a highly skilled Senior Associate Director of Portfolio Management to join our team at Emory University. As a key member of our Advancement and Alumni Engagement division, you will play a critical role in developing and executing overall strategy, design, training,...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementWe are seeking a highly skilled and experienced Senior Associate Director of Portfolio Management to join our team at Emory University. As a key member of our Advancement and Alumni Engagement division, you will play a critical role in developing and executing our overall strategy for portfolio...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementJob Summary:We are seeking a highly skilled Senior Associate Director of Portfolio Management to join our team at Emory Healthcare/Emory University. This role will play a critical part in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job SummaryWe are seeking a highly skilled Senior Associate Director of Portfolio Management to join our team at Emory University. This role will be responsible for developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift fundraising objectives.Key...


  • Atlanta, Georgia, United States Jamestown Management Corporation Full time

    Job SummaryAs a seasoned professional in structured finance, securitization, and modeling, you will play a key role in driving the success of our real estate investment banking team. With a proven track record in commercial mortgage modeling and a strong background in portfolio cash flow analysis, you will be responsible for providing analytic guidance to...


  • Atlanta, Georgia, United States Jamestown Management Corporation Full time

    Job SummaryWe are seeking a seasoned professional to lead our portfolio management efforts, leveraging expertise in structured finance, securitization, and modeling to drive business growth and optimize investment returns.Key ResponsibilitiesDevelop and maintain complex cash flow analytics models for fixed and floating-rate debt scenarios to project...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: Director PortfolioAt First Citizens Bank, we are seeking a highly skilled and experienced Director Portfolio to join our team. This role is responsible for leading the acquisition, management, and maintenance of relationships with international financial institutions, primarily FCI business partners, located globally.Key Responsibilities:Business...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job SummaryThis role is responsible for leading the Bank's international portfolio and relationship management efforts, as well as driving new business development. The ideal candidate will have a strong background in financial services and commercial finance, with experience in managing relationships with international financial institutions.Key...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Join Our Team at Emory UniversityEmory University is a leading research institution that fosters excellence and attracts world-class talent to innovate and prepare leaders for the future.We welcome candidates who can contribute to the diversity and excellence of our academic community.Our MissionThe Division of Advancement and Alumni Engagement utilizes...


  • Atlanta, Georgia, United States Truist Inc Full time

    Job DescriptionThe position involves overseeing the overall credit quality, risk mitigation, and workout process for Truist's AFG business. This includes analyzing financial covenants, underwriting corporate credit risks, and working with clients and internal teams to manage portfolios and ensure compliance with regulatory requirements.Key...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: Director PortfolioThis is a key leadership role responsible for driving the bank's international portfolio and relationship management strategy. The successful candidate will lead the acquisition, management, and maintenance of relationships with international financial institutions, primarily FCI business partners, located globally.Key...


  • Atlanta, Georgia, United States RangeWater Real Estate, LLC Full time

    Job Title: Director of MaintenanceAt RangeWater Real Estate, LLC, we are seeking a highly skilled and experienced Director of Maintenance to oversee our Regional Maintenance Managers and property service operations within their assigned portfolio.Key Responsibilities:Develop and track service team training curriculum and initiatives in collaboration with the...


  • Atlanta, Georgia, United States Fieldstone Realty Partners Full time

    Job DescriptionAbout Fieldstone Realty PartnersFieldstone Realty Partners is a leading Community Association Management Company based in Atlanta, Georgia. We've experienced consistent growth since our inception in 2012, allowing us to provide exciting career opportunities.Position Overview:We are seeking an experienced Portfolio Community Association Manager...

  • Director Portfolio

    2 months ago


    Atlanta, United States First Citizens Bank Full time

    Overview This position is responsible for international portfolio and relationship management as well as new business development. Leads the acquisition, management, and maintenance of relationships with international financial institutions, mainly FCI (Factors Chain International) business partners, located globally. Creates and implements the service...