Senior Portfolio Manager for Commercial Banking

1 week ago

WilkesBarre, Pennsylvania, United States Community Bank System Full time
Position Overview

At Community Bank System, Inc. (CBSI), we pride ourselves on delivering exceptional financial services and products tailored to our clients' needs. Our retail division, Community Bank, N.A., serves over 200 locations across various regions, providing a comprehensive suite of services including wealth management, investment management, insurance, and risk management.

We recognize that our employees are the cornerstone of our success, and we are committed to fostering their professional growth and satisfaction. We offer competitive salaries, robust benefits, and ample opportunities for career advancement. As an equal-opportunity employer, we celebrate diversity and inclusivity within our workforce, benefiting our employees, clients, and communities alike.

Key Responsibilities
  • Assist up to four Relationship Managers (RMs) in managing client relationships within the assigned portfolio.
  • Serve as the primary liaison for clients on behalf of the Relationship Manager for designated accounts.
  • Engage in client-facing activities, including annual review meetings, customer service interactions, and the closing process.
  • Oversee the collection and evaluation of annual financial reporting requirements for assigned clients.
  • Collaborate with the Credit Department to conduct annual reviews and process new funding requests within the portfolio, making informed recommendations regarding risk ratings based on financial analysis.
  • Manage portfolio reports, addressing documentation exceptions, maturity dates, and monitored lines to ensure compliance.
  • Coordinate with banking partners to identify and pursue cross-selling opportunities based on client interactions.
  • Support Relationship Managers in deal evaluations and preliminary assessments of significant existing and prospective clients, working closely with Senior Credit Underwriters for complex credit analysis.
  • Review loan documentation and oversee the closing process for assigned accounts.
  • Work directly with the lead Relationship Manager when specialized expertise is required to assist clients.
  • Support the Relationship Manager in preparing credit presentations for Regional Credit Officers and Loan Committees.
  • Occasionally accompany the Relationship Manager on visits to key clients to enhance training and development as a Portfolio Manager.
  • Maintain a thorough understanding of and comply with all relevant laws and regulations, ensuring adherence to internal policies and training requirements.
Qualifications
  • Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
  • 4-6+ years of experience in credit analysis, commercial banking, and business banking, with a minimum of 2 years in portfolio management or underwriting.
  • Proficient understanding of loan structuring and documentation.
  • Strong knowledge of accounting and lending principles, along with excellent verbal and written communication skills.
  • Exceptional organizational skills and meticulous attention to detail.
  • Client-facing skills and the ability to manage multiple tasks effectively under pressure.
  • Applicants must be at least 18 years of age.
Compensation and Benefits

Compensation is commensurate with experience, with potential for annual merit increases. In addition to a competitive salary, we offer a comprehensive benefits package that includes 11 paid holidays, paid vacation, medical, vision, and dental insurance, a 401K plan with a generous match, pension plans, tuition reimbursement, and banking discounts.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities. While performing the duties of this position, the employee may be required to stand, walk, or sit, use hands and fingers, handle or feel, reach with hands or arms, and communicate effectively. Occasionally, the employee may need to lift or move up to 25 pounds. Specific vision abilities required include close vision and the ability to focus.

Community Bank System is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.

We are committed to making reasonable accommodations for qualified individuals with disabilities. If you require assistance with the application process due to a physical or mental impairment, please reach out to our Human Resources Department.

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