Wheatland Bank, Division of Glacier Bank ยท 8 hours ago
Portfolio Manager
Yakima, WA
Full-time
Onsite
Senior Level
$87K/yr - $130K/yr
5+ years expWheatland Bank, a division of Glacier Bank, is seeking a Portfolio Manager to support Commercial Relationship Managers in managing commercial client portfolios. The role involves building strong client relationships, performing financial analysis, and ensuring compliance with banking regulations.
BankingCredit CardsFinancial Services
No H1B
Responsibilities
Assist the Relationship Managers in building and maintaining strong relationships with commercial banking clients
Act as one of the points of contact for clients, addressing their inquiries, requests, and concerns promptly and professionally
Proactively monitors monthly, quarterly, and annual request and receipt of Financial Statements, Tax Returns, ect
Collaborate with Relationship Managers to identify cross-selling opportunities and generate leads for additional banking services
Provide exceptional customer service to commercial banking clients, ensuring their needs are met efficiently and effectively
Work with bank partners to assist clients with various banking transactions, including account openings, loan applications, wire transfers, and cash management services
Conduct regular client reviews to assess their financial needs and recommend appropriate banking solutions
Assures quality customer service and portrays a positive and professional image for the bank by friendly and efficient handling of all customers and by developing and maintaining professional relationships with government agencies (FSA & SBA), insurance agents, title company personnel, state and county auditors and other outside associates
Assist in the collection and analysis of financial statements, credit applications, and other relevant documentation for loan underwriting
Conduct research and gather data to support the credit analysis process, including reviewing industry trends, financial statements, and collateral valuations
Prepare credit memos (Loan Reports) and presentations for internal credit approval processes
Monitor commercial loan portfolios to ensure compliance with loan covenants, financial reporting requirements, and timely repayment
Assist in the collection of financial information and documentation from clients to support ongoing portfolio monitoring activities
Collaborate with the Credit Administration team to ensure accurate and up-to-date credit files and documentation
Avoids possible loss to the bank by ensuring all installment, commercial and real estate loans are processed within the policies and processes established by the bank
Adhere to all applicable banking regulations, policies, and procedures to maintain compliance standards
Identify and mitigate potential risks associated with client accounts and transactions
Stay updated on industry trends, regulatory changes, and best practices in commercial banking
Adhere to Wheatland Bank Core Values
Keep management informed of area activities and any significant problems
Provide exceptional customer service to all customers, both internal and external
Represent Wheatland Bank in a Professional fashion to include; professional image, confidentiality, regular and consistent attendance, punctual
Qualification
Required
Bachelor's degree in Business, Finance, Economics, or a related field is preferred
A minimum of 5 years experience in banking, finance, accounting, or similar field
Strong analytical and financial analysis skills, with the ability to review and interpret financial statements and credit information
Excellent interpersonal and communication skills to build and maintain client relationships effectively
Detail-oriented and highly organized, with the ability to handle multiple tasks and meet deadlines
Proficient in using banking software, Microsoft Office Suite, and other relevant applications
Knowledge of commercial agricultural lending practices, products, and services is advantageous
Familiarity with regulatory requirements and risk management practices in the banking industry
Benefits
Medical, dental, vision, and life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan, including 401(k) and Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Generous Paid Time Off (PTO) plan
Paid holidays
Company
Wheatland Bank, Division of Glacier Bank
Wheatland Bank, Division of Glacier Bank, is a community bank with a regional footprint throughout eastern and central Washington.
201-500 employees
Funding
Current Stage
Growth StageRecent News
2025-07-29
Wanganui Chronicle
2025-03-31
Company data provided by crunchbase