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

Senior Commercial Portfolio Manager

position151 East Saint Paul Avenue, Waukesha, WI, USA
timeFull-time
remoteOnsite
senioritySenior Level

Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, and they are seeking a skilled and relationship-focused Senior Portfolio Manager to join their Commercial Banking Team. In this pivotal role, you'll serve as a trusted advisor to a diverse portfolio of business clients, overseeing portfolio credit quality and ensuring customer satisfaction while mentoring junior banking staff.

BankingFinancial ServicesInsurance

Responsibilities

Conduct proactive check-ins with clients
Identify future needs and cross-sell financial solutions
Ensure a smooth experience throughout the loan lifecycle, from renewals to new loan processing
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
Act as the primary point of contact for customers, ensuring their satisfaction and retention
Mentor junior banking staff

Qualification

Commercial bankingPortfolio managementCredit analysisCustomer relationship managementMentoring

Required

Skilled and relationship-focused
Experience in commercial banking
Ability to serve as a trusted advisor to a diverse portfolio of business clients
Conduct proactive check-ins with clients
Identify future needs and cross-sell financial solutions
Ensure a smooth experience throughout the loan lifecycle
Independently oversee portfolio credit quality
Respond quickly to emerging risks
Prepare or partner on credit presentations
Collaborate closely with internal teams
Deliver timely, accurate, and professional service
Act as the primary point of contact for customers
Ensure customer satisfaction and retention
Mentor junior banking staff
Support the Bank's ongoing commitment to excellence
Thrive in a fast-paced, relationship-driven environment
Excited to grow with the bank

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