Senior Commercial Portfolio Manager jobs in United States
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Waukesha State Bank · 1 month ago

Senior Commercial Portfolio Manager

positionWaukesha, WI
timeFull-time
remoteOnsite
senioritySenior Level

Waukesha State Bank is seeking a skilled and relationship-focused Senior Portfolio Manager to join our Commercial Banking Team. In this pivotal role, you'll serve as a trusted advisor to a diverse portfolio of business clients and oversee portfolio credit quality while ensuring customer satisfaction.

BankingFinancial ServicesInsurance

Responsibilities

Serve as a trusted advisor to a diverse portfolio of business clients
Conduct proactive check-ins
Identify future needs
Cross-sell meaningful financial solutions
Ensure a smooth experience throughout the loan lifecycle, from renewals to new loan processing
Oversee portfolio credit quality
Respond quickly to emerging risks
Prepare or partner on credit presentations
Collaborate closely with internal teams to deliver timely, accurate, and professional service
Be the primary point of contact for your customers
Ensure customer satisfaction and retention
Mentor junior banking staff

Qualification

Commercial banking experiencePortfolio managementCredit analysisRelationship managementMentoring junior staff

Required

Skilled and relationship-focused Senior Portfolio Manager
Serve as a trusted advisor to a diverse portfolio of business clients
Conduct proactive check-ins
Identify future needs
Cross-sell meaningful financial solutions
Ensure a smooth experience throughout the loan lifecycle, from renewals to new loan processing
Act as a salesperson, analyst, and advocate
Independently oversee portfolio credit quality
Respond quickly to emerging risks
Prepare or partner on credit presentations
Collaborate closely with internal teams to deliver timely, accurate, and professional service
Be the primary point of contact for customers
Ensure customer satisfaction and retention
Mentor junior banking staff
Support the Bank's ongoing commitment to excellence
Experience in commercial banking
Thrive in a fast-paced, relationship-driven environment
Excited to grow with a community bank
Onsite position in Waukesha County, WI
Successful completion of a criminal background check and drug screen

Company

Waukesha State Bank

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Waukesha State Bank is one of the largest locally owned, independent banks in Wisconsin
dateFounded in 1944
location
Waukesha, Wisconsin, USA
people-size201-500 employees
web-link
http://waukeshabank.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Ann Pascavis
Chief Financial Officer
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Tina Neis
Senior Vice President - Chief Credit Officer
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Recent News

Gerry Benton
2024-10-27
Nik Sendelbach
2024-10-27
Company data provided by crunchbase