
CB Portfolio Specialist I
Job Description
Assists Corporate Bankers and Portfolio Managers in managing existing Corporate Banking relationships. Acts as a contact person when the Corporate Banker and/or Portfolio Manager are not immediately available and provides direct client service. Expands or deepens client relationships by identifying client needs and communicating to relationship team. Provides direct client service under direction. Coordinates closings for new loans and modifications under Corporate Banker guidance. Works closely with Portfolio Managers and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as commercial and regulatory guidelines.