Senior Portfolio Manager
7 days ago
The Senior Banker plays a pivotal role in managing and growing an existing portfolio, driving new client acquisition, and enhancing the portfolio's revenue base. This involves collecting financial statements, assisting in underwriting, and leading the annual review process.
Mission Alignment
In this capacity, you will support the Bank's mission to partner with individuals, businesses, and communities to realize their dreams, protect their financial futures, and improve their lives.
- Foster strong relationships with clients to manage deals and convert pipeline opportunities.
- Promote a culture of relationship banking and insightful selling.
- Act as the primary representative for your book of business.
Strategic Growth
This role requires establishing a network of Centers of Influence (COIs) and implementing a consistent calling effort to generate new revenue opportunities. You will also engage with clients to manage deals and convert pipeline opportunities, including credit underwritings and risk ratings.
- Drive new revenue as a Senior Banker.
- Manage an existing portfolio, serving as the primary point of contact and growing its revenue base.
- Be visible in the market, cultivating an external network of COIs and referral sources.
Competencies
To excel in this role, you must possess excellent communication skills, professional appearance, and a strong work ethic. The ideal candidate will be adaptable, customer-focused, and able to manage workload efficiently to meet goals and objectives.
- Ethics/Integrity: Understand and adhere to laws, rules, and regulations governing proper business conduct.
- Adaptability: Utilize successful approaches and techniques to adapt to a changing environment.
- Customer Service: Provide excellent service, promote a positive company image, and resolve customer issues effectively.
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