Senior Portfolio Manager

3 weeks ago


Lancaster, Pennsylvania, United States Everence Full time
Responsibilities
  • Business Services Portfolio Responsibilities:
    • Identify, develop, and manage a business suite of offerings to meet the needs of businesses, organizations, and churches.
    • Set goals related to business portfolio mix and growth.
    • Manage ROI in business offerings to ensure sustainability.
    • Develop strategies, synergies, and collaborations around serving businesses, organizations, and churches being served by other Everence business lines.
  • Business Development Responsibilities:
    • Assume leadership for business development officers.
    • Collaborate with management to proactively develop strategies for acquiring new members and providing strategic steps for implementation.
    • Reach out to potential members to present information on products and services.
    • Serve as the primary liaison and contact for existing regional member businesses, maintaining relationships.
    • Maintain a visible presence in the local community, actively participating in business, community, charitable organizations, and activities to promote the credit union.
    • Promote all products and services through cross-selling to meet members' needs.
    • Proactively seek integration points with other Everence business lines that serve businesses, organizations, and churches.
  • Team Leadership:
    • Lead and inspire a team of business development officers.
    • Provide guidance, training, and support to ensure the team consistently meets and exceeds performance goals.
    • Foster a collaborative and results-driven team culture.
    • Support other members of the CU Management Team with coaching and mentoring to other relationship manager roles throughout the credit union.
  • Sales Strategy:
    • Develop and implement effective sales strategies to drive business banking growth.
    • Identify new business opportunities and stay ahead of market trends in a competitive landscape.
    • Collaborate closely with the CU Management Team to align sales goals with overall credit union objectives.
  • Member Relationship Management:
    • Cultivate and sustain strong relationships with business banking members.
    • Collaborate with Relationship Managers to understand member needs and deliver tailored solutions.
    • Ensure exceptional member service to enhance member satisfaction and retention.
  • Performance Monitoring:
    • Establish and monitor KPIs to evaluate the effectiveness of sales strategies.
    • Regularly assess team performance and provide constructive feedback for continuous improvement.
    • Implement measures to address challenges and capitalize on opportunities.
  • Compliance and Risk Management:
    • Ensure all business banking sales activities comply with relevant regulations and internal policies.
    • Implement risk management protocols and proactively identify potential issues.
    • Collaborate closely with compliance and risk management teams to address any concerns.


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