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Waukesha State Bank · 1 month ago

Senior Commercial Portfolio Manager

151 East Saint Paul Avenue, Waukesha, WI, USA

Full-time

Onsite

Senior 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

Waukesha State Bank is one of the largest locally owned, independent banks in Wisconsin

Founded in 1944

Waukesha, Wisconsin, USA

201-500 employees

http://waukeshabank.com/

Funding

Current Stage

Growth Stage

Leadership Team

Ann Pascavis

Chief Financial Officer

Tina Neis

Senior Vice President - Chief Credit Officer

Recent News

Gerry Benton

2024-10-27

Nik Sendelbach

2024-10-27

Company data provided by crunchbase