Manage and grow a portfolio of high-value commercial loan relationships, source new opportunities, and ensure portfolio profitability by monitoring credit performance.
Overview:
Be a trusted advisor to some of the most prominent national and super regional franchise and large chain businesses in the country. In this role, you’ll manage and grow a portfolio of high-value, complex commercial loan relationships while uncovering new opportunities to deepen client partnerships. You’ll blend financial expertise, strategic thinking, and relationship savvy to drive sustainable growth for both our clients and the Bank.
Primary Responsibilities:- Serve as the primary relationship lead for large-dollar, well established and growth oriented commercial loan clients, delivering customized financial solutions that meet evolving business needs.
- Proactively source new business opportunities while expanding existing relationships through strategic cross-selling of loan, deposit, and fee-based products.
- Conduct in-depth client interviews to understand business operations, financial requirements, and risk profiles; analyze credit information and present well-founded relationship and credit recommendations.
- Protect and grow portfolio profitability by maintaining superior asset quality—monitoring credit performance, ensuring covenant compliance, and maintaining accurate, complete credit documentation.
- Execute a disciplined, formal calling program designed to generate new loan revenue.
- Stay ahead of market trends, competitive activity, and economic developments to identify growth opportunities in both established and emerging markets.
- Endeavor to be an ambassador of the Bank through participation in civic, professional, and community organizations.
- Manage and retain a portfolio of large, sophisticated commercial relationships with a high degree of autonomy and accountability.
- Partner closely with internal teams—including Credit, Treasury Management, Capital Markets and Operations—to deliver seamless, high-touch client service and operational excellence.
Bachelors Degree or four years relevant experience.
Minimum of seven years commercial portfolio management experience.
Advanced financial analysis skills and strong command of commercial credit principles.
Broad understanding of commercial banking products, including fee-based solutions.
Exceptional communication and interpersonal skills, with the ability to engage effectively at all organizational levels.
Proven ability to influence, sell, and build long-term client relationships.
Strong presentation skills with the confidence to represent the Bank in both client and community settings.
Similar Jobs
Artificial Intelligence • Blockchain • Professional Services • Security • Consulting • Cybersecurity • Defense
As a Security Engineer, you will conduct security assessments, develop security tools, perform architecture reviews, and collaborate on advanced security research.
Top Skills:
CC++GoJavaScriptKotlinObjective-CPythonRubyRustSwiftTypescript
.jpg)
Fintech • Insurance • Payments • Social Impact • Financial Services
The role involves sourcing new business for 1031 QI services, building client relationships, and facilitating tax-deferred exchanges while working independently and leveraging industry knowledge for client satisfaction.
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The Sr. Director of Product Pricing leads the product monetization and packaging team, developing strategies to align pricing with business goals and customer needs, leveraging data and market dynamics for decision-making, and guiding the product portfolio's pricing strategy.
Top Skills:
AIData AnalysisMonetization Strategy
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
