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Commercial Banking Portfolio Manager
2 months ago
We are seeking a highly skilled Commercial Banking Portfolio Manager to join our team at CWB. As a key member of our commercial banking team, you will be responsible for providing expert credit underwriting, risk management, and client-facing support for a complex and diversified client portfolio.
Key Responsibilities- Partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients.
- Manage risks and day-to-day client relationships for Mid Market commercial clients.
- Use knowledge of credit policies & arrangements to apply risk mitigation skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented.
- Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses.
- Connects with clients daily & provides critical retention touch points for high value clients, actively determining needs & referring clients to other business partners across CWB Financial Group.
- A Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience).
- Demonstrated & proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries.
- Directly leadership & coaching experience.
- Award-winning benefits package that includes hybrid work environments, everyday flexibility, generous company-funded health coverage, health care spending account, flexible wellness program, and generous time-away options.
- Organization wide coaching services, mentorship, education support & training programs.
- A commitment to diversity, equity, and inclusion, with a focus on creating a safe and inclusive environment where a diverse workforce thrives.