Portfolio Manager - Private Banking jobs in United States
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F.N.B. Corporation · 1 day ago

Portfolio Manager - Private Banking

F.N.B. Corporation is a financial services company seeking a Portfolio Manager for their Private Banking division. The role involves underwriting credit requests, managing client relationships, and ensuring compliance with credit policies and regulations.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Provides analytics to augment traditional residential mortgage and consumer loan underwriting functions to address the nuances presented by many Private Banking clients, particularly those owning a significant interest in one or more business enterprises. This will encompass using commercial credit methodology to ensure adequate personal access to business income sources
Manages the annual review process for all Private Banking commercial loans subject to risk rating review and renewal as well as unsecured consumer lines and loans subject to review and renewal on an annual or bi-annual basis. This function encompasses the monitoring of the timing of reviews, information gathering and appropriate analysis
Coordinates other portfolio administration activities in conjunction with Regional Client Services Associates to gather and monitor data and follow up as appropriate to ensure all delinquencies, documentation exceptions, KYC exceptions and investment account margin exceptions are maintained within established tolerances
Assists with the credit training and development as necessary of the private banking team and acts as a mentor to other portfolio managers and private bankers
Assumes secondary responsibility for managing and expanding assigned Private Banking client relationships. Oversees document preparation and attends and manages closings for relationships assigned to other Private Bankers. Attends other calls with Private Bankers as appropriate
Assists as required with reporting needs which could include portfolio composition, yield, product and service utilization and attrition statistics. Assists Group Manager of Private Banking with information requirements for annual budget preparation
Performs other related duties and projects as assigned

Qualification

Commercial credit analysisMS Excel - Intermediate LevelDetail-orientedCustomer service skillsAnalytical skillsMulti-taskUse softwareCommunication skillsProject management skillsOrganizational skillsInterpersonal skills

Required

BA or BS
1 year of job-related experience
Detail-oriented
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent project management skills
Excellent organizational, analytical and interpersonal skills
Ability to work and multi-task in a fast paced environment
MS Excel - Intermediate Level
Ability to use a personal computer and job-related software
Commercial credit analysis competency
Nationwide Mortgage Licensing system and Registry Identifier preferred but will be required

Company

F.N.B. Corporation

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F.N.B. Corporation (NYSE: FNB) is a diversified financial services company headquartered in Pittsburgh, PA.

H1B Sponsorship

F.N.B. Corporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2023 (3)

Funding

Current Stage
Public Company
Total Funding
$500M
2024-12-04Post Ipo Debt· $500M
1986-09-12IPO

Leadership Team

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Brian Mancos
Director of Human Resources and Corporate Services
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Frank Schiraldi
Director of Corporate Strategy
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Company data provided by crunchbase