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Portfolio Manager job

Citizens Business Bank jobs

Company

Salary

Company Description

Citizens Business Bank is a bank that provides banking, lending, trust, and investment services for small to medium-sized businesses and individuals. The firm offers commercial lending, equipment & vehicle leasing, online banking, data management, estate planning, term lending, fraud prevention, and wealth management services. Citizens Business Bank operates in two business segments: Business Financial & Commercial banking center and Dairy, livestock & Agribusiness. The bank has been creating long-term banking relationships by focusing on its customers and achieving more for their business, employees, and communities. George A. Borba Sr. founded Citizens Business Bank in 1974, and its headquarter is based in Ontario, Canada. The bank provides competitive salary packages, paid vacations, and other perks to its employees.

Job Description

Summary

Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and important customers.

The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships including commercial loans and business checking accounts as well as other services and products offered by the Bank. The Portfolio Manager must work independently, with or through the management of the Center sales and service efforts to ensure retention of existing relationships as well as the growth of these relationships. The incumbent is involved in the analysis of customer/prospect business finances needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The incumbent is responsible for managing a portfolio of customers and is required to expand the existing relationships, attract new relationships, and analyze customers banking needs for the suitability of all bank products and services.

Essential Duties & Responsibilities

  • Exercises discretion and independent judgement in presenting complex solutions to existing customers and prospects. Must have a complete understanding of complex and multifaceted financial products and services.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Rejects loans by explaining deficiencies to customers.
  • Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objective that can be measured and actively participates in various community and civic activities in the Center Service area.
  • Contributes significantly to meeting or exceeding the Center budgetary goals and ensures that deposit, loan and net income goals are met.
  • Works independently, with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.
  • Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.
  • Works independently, with or through the manager to ensure the Banks CRA policies and objectives are met for its assigned service area.
  • Works independently, with or through Management of the Center’s sales and service efforts to ensure retention and growth of existing relationships.
  • Manage personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location.
  • Provide, present and promote The Citizens Experience to all external and internal customers.
  • Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  • Other duties as assigned.
  • Supervisory Responsibilities

    This job has no supervisory responsibilities.

    Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education and/or Experience

    Bachelor's degree (B. A.) from four-year college or university; or a minimum seven (7) years related experience and/or training; or equivalent combination of education and experience.

    Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

    Mathematical Skills

    Ability to apply basic math concepts to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals using a PC or calculator. Ability to understand and communicate complex financial ratios to external and internal customers and departments.

    Reasoning Ability:

    Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

    Computer Skills

    To perform this job successfully, an individual should have knowledge of Outlook Internet software; Excel, and Word Processing software.

    Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this Job, the employee is regularly required to sit; use hands, and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and color vision.

    Work Environment

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Estimated annual salary
    $82,700
    average
    Minimum
    $77,169
    Maximum
    $109,037

    Citizens Business Bank

    Type

    Company - Public

    Size

    Medium

    Revenue

    $100M to $500M

    Location

    Chino, CA, and others

    Industry

    Banking/Mortgage

    Founded

    1974

    CEO

    Christopher D. Myers

    Job Filters

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    AML System OfficerCitizens Business BankRancho Cucamonga, CA
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    Closed Job Filters

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    Portfolio ManagerCitizens Business BankChino, CA
    Summary Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and important customers. The Portfolio Manager is responsibleRead more
    SVP, Asset Based Lending ManagerCitizens Business BankOntario, CA
    Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top rankedRead more
    Merchant Service RepresentativeCitizens Business BankPomona, CA
    Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top rankedRead more
    Service Representative IICitizens Business BankManhattan Beach, CA
    SUMMARY Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercialRead more
    Bankcard Operations AssistantCitizens Business BankRancho Cucamonga, CA
    Summary The Bankcard Operations Assistant is responsible for providing sales support and pricing analysis to the Centers for existing and prospective merchants, opening and maintaining new accounts,Read more
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