Portfolio Manager

Thank you for your interest in joining First Bank. If you’re looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you’ve come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Portfolio Manager. 

The Portfolio Manager helps the bank to fulfill its vision by by maximizing the client experience and expanding client relationships

Duties and Responsibilities 

• Through a deep understanding of bank products and services, uncovers needs and makes recommendations to clients and prospects.
• Conducts weekly meetings with Commercial Sales Manager to manage loans in pipeline, past due loans, maturing loans, exceptions, and client needs.
• Communicates with clients and third parties to ensure all information/documentation is received.
• Provides excellent internal customer service by assisting Relationship Managers and Mortgage Officers completing administrative tasks related to origination of new loans and ongoing management of portfolio.
• Develops and builds relationships with clients and serves as primary contact for clients for loan servicing and administrative matters.
• Assists with pre-call plan preparation for existing clients and prospective clients through internal and external research.
• Ensures quality of loan portfolio through report monitoring and tracking and communicating findings to designated RM when applicable.

• Updates company history, current operations, and management portion of the write up on renewal credits.
• Using tax returns or financial statements, identifies opportunities to deepen deposit relationships.

• Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses.
• Performs other duties as assigned.

Qualifications

• Skill Requirements:
• Knowledge: Bank products, rules, and regulations
• Work experience: 2 years financial services industry or related experience
• Certifications: None required
• Management experience: None required
• Education: Bachelor’s degree in business or related field preferred
• Motivations: Desire to grow in career

Skills

• Problem solving
• Computer usage
• Verbal and written communication
• Detail orientation
• Critical thinking
• Sales
• Complaint resolution

Work Environment

• Work Hours: Monday through Friday, 8:00-5:00 (Additional hours may be required for company meetings or training.)
• Job Arrangement: Full-time, permanent
• Travel Requirement: The job may requires for training and other work-related duties.
• Remote Work: The job role is primarily in-person. A personal or work crisis could prompt the role to become temporarily remote.
• Physical Effort: May require sitting for prolonged periods. Requires standing for periods of time for filing.
• Environmental Conditions: No adverse environmental conditions expected.

The position offers a competitive salary, 401K-retirement plan, and other benefits.

EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status.  Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources.

This application will be given every consideration, but its receipt does not imply that the applicant will be employed.  Applications will be considered for vacancies which arise during the 60-day period following submission.  Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period.

Replies to all questions will be held in strictest confidence.

In order to be considered for employment, this application must be completed in full.

APPLICANT'S STATEMENT

By submitting an application I agree to the following statement:

(A)         In consideration for the Bank’s review of this application, I authorize investigation of all statements contained in this electronic application.  My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation. 

(B)         As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications.  Much of this information may only be supplied by my prior employers.  In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank’s human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations.  Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information.

(C)         I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice.

(D)         If hired, I will comply with all rules and regulations as set forth in the Bank’s policy manual and other communications distributed to employees. 

(E)         If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination.

(F)       The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered.

(G)         I hereby acknowledge that I have read the above statement and understand the same.