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CNB Custody · 3 hours ago

Assistant Portfolio Manager

Basehor Office - Basehor, KS 66007

Full-time

Onsite

Mid Level

3+ years exp

Community National Bank was founded in 1984 by a group of individuals in Nemaha County, Kansas with diverse local ownership with decisions made on a local level. The Assistant Portfolio Manager is responsible for creating investment packages and managing client expectations and transactions to meet or exceed the clients’ overall objectives. This role involves managing a loan portfolio, consulting with clients, ensuring compliance with loan policies, and providing superior customer service.

BankingFinanceFinancial Services

Responsibilities

Manage a loan portfolio including review of loan documents and credit memos ensuring adherence to CNB loan policy and federal lending regulations

Consult with clients to determine lending needs

Provide outstanding customer service to current and potential customers

Compliance - keep up to date with changes to loan policies or the interpretation of or loan policies, and coordinate communication of these changes to relevant personnel in your location

Understand, educate, and advise clients on current market conditions and economic trends that impact their accounts

Coordinate lending functions with the Market President and assist Market President as needed

Ensure Loan Officer’s documentation of delinquent, problem loans and loan requests that require Loan Committee attention in customer files

Complete ongoing training to improve job performance and share knowledge gained with other bank personnel

Be an active member of the Loan Committee

Maintain required loan reporting as designated by the Market President and CEO for the Board of Directors

Support internal and external auditors and bank examiners during reviews

Uses experience and sound judgment to plan and accomplish goals

Other duties as assigned

Support CNB’s strong relationship culture through quality customer service and superior product knowledge

Provide superior customer service by resolving problems efficiently and responding timely

Identify and implement solutions to problems in general and urgent matters

Actively seek to add and enhance knowledge regarding developments and current trends in the industry

Seek counsel of supervisor on issues as appropriate

Work collaboratively with staff to maintain a team environment

Flexible to accept additional assignments as requested by leadership

Cross train for other positions to cover when necessary

Professionalism while representing CNB (onsite, professional and community events and via communications)

Participate and attend meetings as requested

Recommend policies and procedures as it relates to area of responsibility

Timely responses to inquiries for information to customers, staff and vendors

Answer telephone calls and provide a prompt response

Follow CNB’s policies and procedures

Other duties as assigned

Qualification

Loan administrationPortfolio managementGovernment loan programsAnalytical skillsReliableResponsibleCommunication skillsProblem-solving skillsTeam player