You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. 

As a Portfolio Banker in Middle Market Banking, you will be tasked with the development and maintenance of client relationships, risk management, and coordination with various sectors of the organization. Your role will involve deepening existing client relationships, staying abreast of industry trends, and promoting efficiency through automation. Additionally, you will manage AML/KYC due diligence, client relationship management, process credit requests, and ensure that client operational needs are serviced promptly and with high quality. 

 Job Responsibilities: 

Knowledge and coverage of clients from an AML and reputational risk perspective, with a focus on the clients business, management team, strategy, product usage and account activity. The Portfolio Banker will have regular client calling requirements  Creation and build-out of a modest prospecting list and effort Timely completion of all AML/KYC due diligence; includes the dynamic updates to Due Diligence Forms that reflect true relationship knowledge  Oversight, escalation and resolution of any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with Middle Market banking management and the appropriate escalation forum  On-going client relationship management and responsiveness, including face to face meetings with the treasury and finance staff at the client company, documenting these meetings with call reports and maintaining Customer Knowledge Center system updates  Process all credit requests, including requests for amendments and waivers, in coordination with the credit underwriters. Work with our service organization (either locally or through the national service center) to resolve service related incidents in the portfolio  Conjunction with the CSP, be responsible of ensuring client operational needs are serviced in a timely and high quality manner. The Portfolio Banker will also have responsibility for annual coverage review of product sets and delivering the products and services of the firm to clients  Coordinate, as appropriate, client account exits and engage the appropriate processes with the Commercial Bank Escalation and Client Service exit teams. The Portfolio Banker should work diligently to identify opportunities for current accounts as well as identify accounts that are not appropriate for coverage 

Required Qualifications, Skills and Capabilities 

5 plus years of relationship management (including sales), credit underwriting experience or equivalent experience  Strong client-facing skills; Polished, with excellent verbal and written communication abilities  Strong investigatory, due diligence and risk analysis skills  Able to present risk issues in a succinct and cogent manner to senior leaders  Diligent, detail-oriented and thorough  Persistent and willing to follow through to resolve and document issues appropriately and in a manner in keeping with sound risk management practices  Able to work independently, multi-task and handle a sizeable account load 

Preferred Qualifications, Skills and Capabilities 

Bachelor’s degree preferred, and completion of a formal bank sponsored credit training program or formal training or experience in an underwriting role   Previous treasury and client service experience is strongly preferred  Familiarity with loan and other contractual documentation highly desirable  Familiarity with complex client organization structures highly desirable