Private Banking Portfolio Manager

MidFirst Bank
United States, Oklahoma, Tulsa
Feb 14, 2025
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 treasury management, 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 The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)