Middle Market Banking - Portfolio Manager II

NBH Bank

Dallas, TX

JOB DETAILS
SKILLS
Bank Management, Banking Services, Business Administration, Business Banking, Business Development, Commercial Banking, Communication Skills, Credit Reports, Cross-Selling, Customer Acquisition, Customer Relations, Customer Relationship Management (CRM), Detail Oriented, Diversity, Driver's License, Finance, Financial Statements, Genetics, Investment Management, Legal Documents, Loan Operations, Loan Review, Loan Underwriting, Loans, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Needs Assessment, Negotiation Skills, Operations Management, Organizational Skills, Performance Analysis, Reconciliation, Regulatory Compliance, Risk Analysis, Sales, Sales Prospecting, Time Management, Training Program, Treasury Management, Willing to Travel, Writing Skills
LOCATION
Dallas, TX
POSTED
30+ days ago

It starts with our culture ... Common sense has never been common. If it were the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair without all the small talk. And banks would only sell you what you need. When a banker looked at a client they wouldnt just see a number; theyd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of peoples lives and offer simple solutions. Thats the basics of Relationships. Fairness. Simplicity.

When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

The responsibility of this position is managing specialized work efficiently with confidence and competence. The position requires above-average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, have a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed specialized work is the major focus. The person in this position will require clearly defined work responsibilities and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the persons competence, conscientiousness, and loyalty.

The position will provide security in a stable work environment, allowing the person to plan for focus on and complete tasks at hand. When changes in the nature of the work occur, the person in this position will need direction, training, and support. The position will generally be task-oriented, requiring someone with a conservative, careful, and cautious approach to work.

Portfolio Manager II

As a Portfolio Manager II, you will support our Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks, including:

• Effectively supporting the management of profitable client relationships • Working with other areas in the Bank, including Credit, Loan Operations, and Executive Management • Assisting in the cross-selling of the Banks lending, depository, and treasury management products to new and existing bank clients • Assisting in the review and structuring of large, complex transactions • Presenting deals to credit officers • Negotiating credit terms and legal documentation with clients and referrals • Leading underwriting on loan presentations, ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients

Additionally, Portfolio Manager IIIs are expected to manage an existing portfolio of clients and monitor their operating performance, which includes:

• Reviewing monthly and quarterly financial statements • Completing renewals, increases, annual reviews, and watching loan reports • Borrowing base reconciliations • Monitoring client relationships for compliance with credit standards

You will be asked to participate in community and business functions to ensure a positive image for the bank within the regions marketplace, industry, and industry-specific groups. Establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

Minimum Requirements

To be considered for this position, you must possess the following qualifications:

• Bachelors degree in a related field or equivalent combination of education and experience • 5 years of relevant experience in specialty or commercial banking • Related specialty banking or finance experience

Desired Qualifications

To be considered an ideal candidate, you should possess some of the following qualifications:

• MBA or certification in the field • 7 years of relevant experience in specialty or commercial banking • Industry-specific credit background • Moodys Risk Analyst experience • Completed formal credit training program • Strong communication, writing, and sales skills

Skills and Abilities

Below is a general list of desired skills and abilities. This is not an exhaustive list:

• Proficient in Microsoft PowerPoint, Word, and Excel • Identify key relationships to achieve strategic goals and provide strong credit knowledge • Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients • Well-developed and proven organizational skills with the ability to utilize time efficiently • Ability to make sound and timely decisions to consistently deliver on commitments and assume responsibility for results

Work Environment

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates, employees, and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• Office setting with traditional hours • Must be able to work at a rapid pace for long periods of time, typically no longer than 8 hours • Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands for either extended periods of time or many times throughout the workday • Must be able to work overtime to the extent necessary • Must be able to work additional hours outside routine business hours to the extent necessary • Must be able to travel - estimated at 25% of the time

Benefits

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, and associate banking perks. For more information about the benefits offered, click here.

Equal Opportunity

The Bank is committed to providing qualified applicants and associates reasonable accommodation when necessary to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function should contact Human Resources.

The Banks policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity, or any other legally protected category. The Bank is proud to be a drug-free workplace.

Colorado Residents

In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Selected Candidates for Hire

Selected candidates for hire must complete the following prior to employment:

• A criminal history report • Global screen • Drug screen • Employment credit report • If applicable, a driving record

Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

About the Company

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NBH Bank