Sr. Portfolio Banker
Core
Manages complex banking, credit, and treasury management client relationships while identifying opportunities for investment and fiduciary services.
Role type
Senior IC portfolio banker
Builds
Client banking solutions and wealth management strategies
Domain
Commercial banking and wealth management
Deliverable
client delivery
Required skills
credit risk evaluation, financial analysis, relationship management, regulatory compliance, strategic marketing, risk management, complex problem solving, consultative selling
Preferred skills
leading functional teams, cross-functional collaboration, sophisticated analytical thought
Technologies
N/A
Responsibilities
Manage complex client relationships, develop marketing strategies, advise on wealth management goals, apply credit policy knowledge, assist borrowers in managing interest rate risk, lead cross-functional initiatives
Seniority
Senior, hands-on IC