Job Description
Portfolio Manager II- Private Banking The Portfolio Manager is responsible for managing a portfolio of existing relationship for customers within Private Banking to ensure ongoing profitability and complete conformity with credit terms. This role will ensure the sale of additional financial services. It will also maintain a basic understanding of commercial, economic and financial circumstances and how they impact the customers and prospective customers under their management. As well as, it will coordinate with key internal partners to support servicing of existing customer base.
Position Competencies Successful incumbents have excellent customer service skills, strong communication skills with the ability to prepare and deliver verbal and written presentations, strong attention to detail, drive for results, decision quality, dealing with ambiguity, presentation skills, business acumen and negotiating skills.
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