Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

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