Middle Market Banking - Portfolio Manager II

NBH Bank - Bountiful, UT

Full-time - Mid Level

Bountiful, UT

Credit Intermediation and Related Activities

About the position

The Portfolio Manager II position at NBH Bank involves managing specialized work efficiently while supporting the Middle Market Banking business development. The role focuses on building and maintaining profitable client relationships, coordinating with various bank teams, and assisting in the structuring of complex transactions. The position requires attention to detail, a disciplined approach, and the ability to work at a fast pace. Additionally, the role includes monitoring client performance and compliance with credit standards, as well as participating in community functions to enhance the bank's image.

Responsibilities

• Support Middle Market Banking business development by identifying and calling on prospects and referrals.
• Manage profitable client relationships and coordinate efforts with bank team partners.
• Assist in cross-selling the bank's lending, depository, and treasury management products.
• Review and structure large complex transactions, present deals to credit officers, and negotiate credit terms with clients.
• Lead underwriting on loan presentations to ensure the success and growth of an assigned portfolio.
• Monitor operating performance of an existing portfolio, including reviewing financial statements and compliance with credit standards.
• Participate in community and business functions to establish referral contacts and promote a positive image for the bank.

Requirements

• Bachelor's 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.

Nice-to-haves

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

Benefits

• Insurance coverage
• 401k plan
• Associate stock purchase program
• Paid time off
• Associate banking perks