Current jobs related to Portfolio Manager - Kansas City - Commerce Bank
-
Portfolio Manager
3 weeks ago
Kansas City, Missouri, United States CrossFirst Bank Full timeAbout the RoleWe are seeking a highly skilled Portfolio Manager to join our team at CrossFirst Bank. As a key member of our commercial banking team, you will be responsible for managing a portfolio of loans and providing exceptional service to our clients.Key ResponsibilitiesEstablish and maintain strong relationships with clients to understand their...
-
Portfolio Manager
2 weeks ago
Kansas City, Missouri, United States Emprise Bank Full timeJob OverviewEmprise Bank is seeking a highly experienced Portfolio Manager to join our team in Kansas City, Missouri. The ideal candidate will have a deep understanding of commercial lending, portfolio management, and credit analysis, combined with strong leadership and relationship management skills.The successful candidate will be responsible for managing...
-
Portfolio Manager
4 weeks ago
Kansas City, Missouri, United States Emprise Bank Full timeJob Title: Portfolio ManagerAt Emprise Bank, we are seeking a highly experienced and motivated Portfolio Manager to join our team in Kansas City, Missouri.About the Role:The ideal candidate will bring a deep understanding of commercial lending, portfolio management, and credit analysis, combined with strong leadership and relationship management skills.Key...
-
Portfolio Manager
4 weeks ago
Kansas City, Missouri, United States Emprise Bank Full timePortfolio Manager Job DescriptionAt Emprise Bank, we are committed to empowering our communities to thrive. As a Portfolio Manager, you will play a critical role in managing and monitoring our commercial loan portfolio, ensuring compliance with credit policies, and driving client satisfaction.Key Responsibilities:Manage and monitor commercial relationships,...
-
Portfolio Manager
4 days ago
Kansas City, Missouri, United States Emprise Bank Full timeJob OverviewEmprise Bank is seeking a highly experienced Portfolio Manager to join our team in Kansas City, Missouri. The ideal candidate will possess a deep understanding of commercial lending, portfolio management, and credit analysis, combined with strong leadership and relationship management skills.Key Responsibilities:Manage and monitor commercial loan...
-
Portfolio Manager
2 weeks ago
Kansas City, Missouri, United States CrossFirst Bank Full timeAbout CrossFirst BankWe are a leading financial institution with over $7.6 billion in assets, serving the financial needs of businesses, professionals, and their families in various regions. Our commitment to our team members is as important as our commitment to our clients and community.Job SummaryThe Portfolio Manager will partner with the Banker to...
-
Portfolio Manager
2 weeks ago
Kansas City, Missouri, United States CrossFirst Bank Full timeAbout CrossFirst BankWe are a leading financial institution with over $7.6 billion in assets, serving the financial needs of businesses, professionals, and their families in various regions. Founded in 2007, we have consistently been recognized as one of the fastest-growing and best-performing banks in the country, while maintaining excellent asset quality...
-
Portfolio Management Specialist
2 weeks ago
Kansas City, Missouri, United States CrossFirst Bank Full timePortfolio Manager Job DescriptionCrossFirst Bank is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a loan portfolio and working closely with the Banker to support the growth and development of the portfolio.Key Responsibilities:Establish and maintain relationships with clients and prospects...
-
Portfolio Manager
4 weeks ago
Kansas City, Missouri, United States CrossFirst Bank Full timeAbout CrossFirst BankCrossFirst Bank is a leading financial institution that serves the needs of businesses, professionals, and their families in various regions. With over $7.6 billion in assets, we have consistently been recognized as one of the fastest-growing and best-performing banks in the country.Job SummaryWe are seeking a highly skilled Portfolio...
-
Portfolio Manager
3 weeks ago
Kansas City, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...
-
Portfolio Manager
3 weeks ago
Kansas City, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...
-
Portfolio Manager
3 weeks ago
Kansas City, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...
-
Portfolio Manager
4 weeks ago
Kansas City, Missouri, United States CrossFirst Bank Full timeAbout CrossFirst BankWe are a leading financial institution with over $7.6 billion in assets, serving the financial needs of businesses, professionals, and their families in various locations. Founded in 2007, we have consistently been recognized as one of the fastest-growing and best-performing banks in the country, while maintaining excellent asset quality...
-
SBA Portfolio Manager
4 weeks ago
Kansas City, United States Sunflower Bank Full timeJob Title: SBA Portfolio ManagerAt Sunflower Bank, we are seeking an experienced SBA Portfolio Manager to join our team in Kansas City, MO. The successful candidate will be responsible for gathering, analyzing, and interpreting financial and credit information to assess the creditworthiness of our commercial SBA customers.Key Responsibilities:Review and...
-
SBA Portfolio Manager
4 weeks ago
Kansas City, United States Sunflower Bank Full timeJob SummarySunflower Bank is seeking an experienced SBA Portfolio Manager to join our team in Kansas City, MO. The successful candidate will be responsible for analyzing financial and credit information to assess the creditworthiness of commercial SBA customers, focusing on moderately complex credit relationships.Key ResponsibilitiesReview and analyze...
-
Portfolio Manager
2 weeks ago
kansas, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...
-
Portfolio Manager
4 weeks ago
Kansas City, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...
-
Portfolio Manager
1 month ago
Kansas City, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...
-
Portfolio Manager
1 month ago
Kansas City, United States CrossFirst Bank Full timeAbout the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...
-
Middle Market Banking Portfolio Manager
5 days ago
Kansas City, Missouri, United States Bank Midwest, N A Full timeAbout the RoleWe are seeking a highly skilled and experienced Portfolio Manager to join our Middle Market Banking team at Bank Midwest, N A. As a Portfolio Manager, you will be responsible for managing a portfolio of clients and providing exceptional customer service to ensure their financial needs are met.Key ResponsibilitiesManage a portfolio of clients...
Portfolio Manager
2 months ago
About This Job
The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service.
Essential Functions
Participate in leadership activities, including policy and strategy committees
Serve as a resource for other members of department
Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate
Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate
Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook
Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations
Provide timely implementation of security-specific recommendations in assigned client portfolios
Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues
Provide support to the investment committees by providing complete and timely information about assigned client portfolios
Maintain constructive, pro-active working relationship with private client associates to provide timely client service
Participate in new business development
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong knowledge of portfolio management
Understanding of various types of accounts and investment management
Advanced presentation skills along with well-developed negotiation skills
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required
6+ years trust, bank or investment management experience required
Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred
***Level of role is determined by knowledge, experience, skills, abilities, and education
