Private Banking Portfolio Manager
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![]() United States, Oklahoma, Tulsa | |
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Description
This position involves working with the Relationship Manager in the development of new client relationship opportunities from initial phases through onboarding of the client. It also includes portfolio/relationship management and support/customer service for existing client relationships. The position also includes working with underwriting for structuring credit on new opportunities. This role is responsible for credit support, reviewing loan documents, serving basic customer needs for loans and treasurymanagement, construction loan monitoring, and day-to-day portfolio management. The successful candidate will possess a Bachelor's degree and a minimum of 3-5 years of related banking, credit, or accounting/finance experience. Candidates must possess strong customer service, writing and analytical skills. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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