AVP Commercial Banking Portfolio Manager (Marietta)
Peoples Bank
Job Description
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Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
- American Banker Best Banks to Work For in 2021, 2022, and 2023
- Top Workplaces USA national award in 2022, 2023, and 2024
- Newsweek's America's Best Banks 2023, and 2024
- Newsweek’s America's Greatest Workplaces for Women 2025
- U.S. News & World Report’s Best Companies to Work For in Banking and in the Midwest 2024-2025
Job Purpose :
This position will support a team of Commercial Bankers and help proactively manage the day-to-day responsibilities of the portfolios. They will assist in new business development efforts, including interacting with clients. This position will facilitate the Commercial Loan Process from inception to loan closing to the continuous monitoring acting as a liaison with the other departments and interacting with clients directly to improve the overall client experience.
Job Duties:
- Proactively review the portfolio for maturing loans to ensure renewals and extensions are processed on a timely basis.
- Initiate the credit process in the loan origination system.
- Calculate loan and relationship profitability.
- Assist Commercial Banker and other departments in interactions with clients and external contacts including accountants, attorneys, consultants and title agencies to facilitate the lending, credit and risk management process.
- Work with the Credit Underwriters and Commercial Banker to ensure the credit memos are complete and thorough.
- Review loan documentation to ensure consistency with the credit approval and resolve any changes and or modifications with the Closing Coordinator.
- Facilitate loan closings in conjunction with or on behalf of the Commercial Banker.
- Act as a liaison with the Portfolio Monitoring Group to ensure the timely receipt of financial statements, tax returns, borrowing bases and covenant calculations.
- Act as a liaison with the Commercial Client Advisor Team to assist in any customer service issues, where unable to resolve on their own.
- May also be responsible for the following in conjunction with the Commercial Banking Team Leader will:
- Will perform on-going monitoring of the customer base for performance trends and covenant compliance. Will notify the appropriate Commercial Banker of any deterioration noted in performance or covenants on a timely basis.
- Identify cross-sell opportunities in the existing portfolio and initiate partner introductions.
- Support the Commercial Bankers prospecting efforts by identifying potential targets and contacts using third party B2B and social media platforms, providing industry research and facilitating marking campaigns.
- Assist with the design and preparation of client and prospect presentation materials.
- Assist in the preparation and presentation of the portfolio’s quarterly client reviews.
- Will perform special projects as assigned.
- Bachelor's degree in business, accounting or finance or equivalent experience in financial services industry required.
- 5+ years of experience in commercial banking and/or underwriting required.
- Strong interpersonal skills with emphasis on relationship building both internally and with clients and prospects.
- Strong analytical, organizational and critical thinking skills.
- Team oriented with the ability to manage multiple priorities.
- Proficient with technology and ability to learn new applications.
- Bachelor’s degree in business, accounting or finance or equivalent experience in financial services industry.
- 5+ years of experience in commercial banking and/or underwriting.
If you are unable to complete this application due to a disability, contact to ask for an accommodation, alternative application process, or other inquiries.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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#J-18808-LjbffrPeoples Bank
Marietta, OH