Portfolio Manager - Institutional Client Group - Technology
$132,260–$155,600 year
On-site · New York City, New York, United States or San Francisco, California, United States
Job Summary
Portfolio Manager - Institutional Client Group collaborates with assigned Relationship Managers to manage Commercial Banking credit account relationships. Responsibilities include underwriting all types of credit account exposure, managing an assigned credit portfolio, closing new business relationships and expanding existing relationships, managing credit risk, and responding to prospect or customer credit questions with independent outreach on the portfolio. Secondary duties include providing customer service, participating in joint sales calls with Relationship Managers, and identifying customer needs.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- Seven to ten years of commercial banking experience
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