Portfolio Management Specialist in Commercial Banking

2 weeks ago

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

At Community Bank System, Inc. (CBSI), we are committed to delivering exceptional financial services and products tailored to our clients' needs. Our retail division, Community Bank, N.A., operates a network of customer facilities across various regions, providing not only retail banking but also wealth management, investment management, insurance, and risk management services.

We value our employees as they are the cornerstone of our success. To foster a rewarding career environment, we offer competitive compensation, comprehensive benefits, and opportunities for professional growth. As an equal-opportunity employer, we embrace diversity and inclusivity in our workplace, benefiting our employees, clients, and communities alike.

Key Responsibilities
  • Assist up to four Relationship Managers (RMs) in managing client relationships within the portfolio.
  • Serve as the primary liaison for clients on behalf of the Relationship Manager for specific accounts.
  • Engage in client-facing activities, including annual review meetings, customer service, and the closing process.
  • Oversee the collection and evaluation of annual financial reporting requirements for assigned accounts.
  • Collaborate with the Credit Department to conduct annual reviews and process new funding requests for the portfolio, making informed recommendations regarding risk ratings based on financial analysis.
  • Manage portfolio reports, addressing documentation exceptions, maturities, 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 evaluating large existing and prospective clients, working closely with Senior Credit Underwriters to facilitate complex credit analysis and underwriting.
  • Review loan documentation and oversee the closing process for assigned accounts.
  • Work closely with the lead Relationship Manager to provide expert support for client needs.
  • Assist Relationship Managers in preparing credit presentations for Regional Credit Officers and Loan Committees.
  • Occasionally accompany Relationship Managers on visits to key clients to enhance the Portfolio Manager's training and development.
  • Maintain thorough knowledge of applicable laws and regulations, ensuring compliance with policies, procedures, and internal controls while fulfilling training requirements in a timely manner.
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, including at least 2 years in portfolio management or underwriting.
  • Proficient understanding of loan structuring and documentation.
  • Strong knowledge of accounting and lending principles, with excellent verbal and written communication skills.
  • Exceptional organizational skills and attention to detail.
  • Client-facing skills with the ability to multitask and perform well under pressure.
  • All applicants must be at least 18 years of age.
Compensation and Benefits

Salary: Competitive, commensurate with experience, with potential for annual merit increases. Our benefits package includes 11 paid holidays, paid vacation, medical, vision, and dental insurance, a 401K plan with a generous match, pension options, tuition reimbursement, and banking discounts, among others.

Physical Requirements

The physical demands outlined here represent 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. The employee may occasionally need to lift or move up to 25 pounds. Specific vision abilities required for this role 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 federal, state, or local law.

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