Job Description
Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut and a leader in green values, sustainable energy financing, and charitable giving. We operate in the best interest of our customers and strive to be an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as Best Place to Work and Best Local Bank. Come join our team of dedicated and innovative individuals and contribute to our dynamic, successful organization.
Summary: The Business Banking Portfolio Manager is responsible for gathering financial and general business information pertaining to customer and prospect loan requests. The position is responsible for performing financial analysis needed to make credit decisions and ensures quality of work to ensure the consistency and timeliness of underwriting.
Essential Duties and Responsibilities include the following. Other duties may be assigned
Credit Administration Functions
Customer Contact
Portfolio Management
Qualifications : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and/or Experience: Bachelor’s Degree and 2 years related experience and/or training; or equivalent combination of education and experience.
Skills needed:
Certifications, Licenses and/or registrations: N/A
Computer Skills: Knowledge of computer applications including Word and Excel and the ability to adapt to and learn other software systems used by the Business Banking Department and Bank.
Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.
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