Portfolio Banker

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

+ Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
+ Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
+ Prepares new business proposals or presentations to clients/prospects.
+ Participates in activities for client meetings and account opening documentation.
+ Provides day to day technical support and management of accounts for team members and customers.
+ May act as lead relationship ...

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