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Portfolio Officer job

Citizens Business Bank jobs

Company

Salary

Skills

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

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 ranked bank, life at our company includes a working environment that thrives on collaboration, integrity, and mutual respect for one another. We encourage our associates to ask questions, learn, care deeply, and make an impact. Our dedication to customers and associates is at the core of our business culture and is represented by five core values:
financial strength
,
superior people
,
customer focus
,
cost-effective operation
, and
having fun
.

Portfolio Officer

Summary

The Portfolio Officer is responsible for assisting Portfolio Managers, Relationship Managers and Center Managers in the solicitation of new relationships along with the retention of existing relationships including loans and deposit accounts as well as other services and products offered by the Bank. The Portfolio Officer is involved in the analysis of customer/prospect business financial needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The Portfolio Officer is responsible for assisting the sales process with the sales team.


Essential Duties & Responsibilities

  • Provides sales and operational support to the sales teams in the Centers.
  • 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 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 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 two to four years related experience and/or training; or equivalent combination of education and experience.


    Language Skills

    Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


    Mathematical Skills

    Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations and interpret and draw bar graphs.


    Reasoning Ability:

    Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.


    Computer Skills

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


    CERTIFICATES, LICENSES, REGISTRATIONS
    : List the licenses, certificates and registrations that are required to perform the essential duties of this job. (i.e., Driver's license, notary) Valid California Driver's License


    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.

    The noise level in the work environment is usually moderate.

    Estimated annual salary
    $38,672
    average
    Minimum
    $24,780
    Maximum
    $72,804

    TASKS

    • Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
    • Answer telephones, direct calls, and take messages.
    • Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
    • Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.

    SKILLS

    • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
    • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
    • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
    • SpeakingTalking to others to convey information effectively.

    KNOWLEDGE

    • Administration and ManagementKnowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
    • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
    • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
    • English LanguageKnowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    Citizens Business Bank

    Type

    Company - Public

    Size

    Medium

    Revenue

    $100M to $500M

    Location

    Multiple locations

    Industry

    Banking/Mortgage

    Founded

    1974

    CEO

    Christopher D. Myers

    Job Filters

    FILTER JOBS
    AML System OfficerCitizens Business BankRancho Cucamonga, CA
    GENERAL PURPOSE OF THE JOB The AML System Officer reports to the BSA Compliance Manager of the subject of the Bank Secrecy Act and the Office of Foreign Assets Control (OFAC) and the respective requirements pertaining to administering the Bank’s BSA...Read more
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    #1 BANK in the COUNTRY - 3 years running! The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. LEAD PORTFOLIO...Read more
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    Credit Administrator (Burbank/Ontario) ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Provide, present and promote The Citizens...Read more
    Assistant Vice President - Portfolio OfficerCitizens Business BankBurbank, CA
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    Closed Job Filters

    FILTER JOBS
    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
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    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
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    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
    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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