U. S. Bank

Finance

PortfolioManagerInstitutionalClientGroup

$132–156k San Francisco, California, United States FULL TIME
The Brief

“Portfolio Manager - Institutional Client Group at U. S. Bank. Skills: Credit analysis, Portfolio management, Relationship management. Manage Commercial Banking credit account relationships. Grow revenue”

What You'll Achieve.

Grows revenue as directed by senior management

Industry & Context.

Finance
Problems you'll solve

Analytical skills; Problem-solving skills

Eligibility Requirements

FINRA, NMLS registration, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act

What They're Looking For.

Must Have

Bachelor's degree, Seven to ten years of commercial banking experience

Nice to Have

Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures, relationship management and business development abilities, thorough knowledge of credit products, analytical and problem-solving skills, Ability to work effectively with individuals and groups across the company to manage customer relationships, Well-developed written communication and verbal presentation skills

What You'll Do.

Manage Commercial Banking credit account relationships

Close new business relationships

Retain and expand existing relationships

Underwrite credit exposure

Manage credit portfolio

Respond to credit questions

Make independent calls

Provide customer service

Participate in joint sales calls

Identify customer needs

How You'll Work.

Team & Collaboration

Partners with assigned Relationship Manager(s); Work effectively with individuals and groups across the company

Communication Scope

Well-developed written communication; Verbal presentation skills

Free ATS check

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