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Portfolio Manager II @ TRI

San Francisco, CAOnsiteFull-timePosted 16 days ago

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About this role

POSITION SUMMARY Responsible for the growth and retention of assigned portfolio clients and collaborating with Commercial Banking Regional Manager to deepen and retain portfolio relationships. Through the cross-selling of the Bank’s products, services and forward-looking business planning to develop robust relationship service plans. Additional responsibilities will include the facilitating of comprehensive analysis that evaluates credit facilities in assigned portfolio to generate income and maximize ROA. MAJOR RESPONSIBILITIES: • Serve as primary contact for assigned complex Commercial or Business relationships across the Banks’ footprint, to proactively retain and expand through regular contact.

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Portfolio Manager II at TRI | ResuMinder Jobs