Share Email Opening Title Commercial Lending Portfolio Manager  About the Organization We are people serving people. Established in 1849, Savings Bank of Danbury is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.   EOE Statement Savings Bank of Danbury is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.   Position Commercial Lending Portfolio Manager   Full-Time/Part-Time Full-Time   Description Commercial Banking Portfolio Manager The Commercial Banking Portfolio Manager is responsible for making a valuable contribution to the bank's commercial lending sales and Business development by establishing New business development, customer contacts, quoting/developing lending proposals, customer relationship management while contributing to marketing/lead generation and assisting with deposit growth, servicing Fairfield County. The role will provide direct support to Commercial Lenders, and the SVP, Senior Commercial Lender with respect to portfolio management of commercial customer relationships. The role will work closely with Commercial Lenders to address ongoing monitoring and lending needs for new and existing commercial customers. Key Responsibilities Portfolio Management Work closely with Commercial Lenders, commercial customers, and the Credit Administration/Underwriting team to process annual reviews, and new business requests to existing customers. Assist Commercial Lenders in the preparation of loan packages including proposals, and officer memos/deal summaries. Attend client / prospect calls with Commercial Lenders in order to gain a thorough understanding of the client / prospect and their business in order to effectively assist in annual reviews, renewals and prospect conversions. Support underwriting efforts by completing due diligence on prospects or customers as may be required and coordinate such work with Credit Administration / Underwriting and Commercial Lenders. Analyze Financial information under direction of Commercial Lenders or SVP Commercial Banking. Support Commercial Lenders in related portfolio management activities, whether related to credit, depository or other banking services. Perform other related duties and special projects as requested by management. Complete quarterly watched asset reports and action plans. Perform other related duties and special projects as requested by management, which could include managing a limited number of customer relationships, performing the functions of a Commercial Lender in oversight of these customers, whether in identifying and providing product solutions, or in ongoing servicing of the account. Established referral network and business contacts that will enable Commercial Banking Portfolio Manager to generate successful SBA loan opportunities. Achieve goals and objectives set for customer retention, commercial loan close rates and new business volume. Achieve goals and objectives set for commercial loan growth, deposit growth, fee income, and new relationships. Participate in community and business functions/groups to provide a positive image for the bank within the region's marketplace. Attend relevant business functions to establish Banks presence and cultivate CDC relationships. Contribute to bank's marketing activities to generate leads for our sales process. Create and develop commercial relationships through networking, cold calling and other sales methods Service and expand existing relationships through calling efforts and contact management activities Stay current on bank products and services with emphasis on commercial banking Customer Contact Achieve goals and objectives set for number, type and frequency of customer contacts Maintain an accurate record of customer contacts and calls in CRM system, including valuable notes to assist our sales process across all channels Generate accurate expense reports and lists of new and/or potential contacts in their market area Assist with customer presentations and on-site customer visits and invite business partners as needed. Provide support to business partners and use analysis to discover the cause and effect of specific problems. Address customer questions and concerns, document the conversations and take appropriate action to overcome issues. Community Involvement Expand network and sales opportunities by developing relationships with individuals and businesses throughout the community. Volunteer for at least two organizations and attend one community event per month.   Position Requirements Qualifications Bachelor's degree in business or in a relevant field or an equivalent amount of training. 10+ years relevant experience in a sales and commercial banking role. Strong business development skills with a proven track record of developing and maintaining a high quality portfolio of commercial banking customers. Proven ability to profitably and accurately develop quotes / proposals for new opportunities. Above average written and oral communications skills to interact with customers, prospects and our internal team Strong business development skills with a proven track record of developing and maintaining a high-quality portfolio clients. Proven ability to profitably and accurately develop quotes/proposals for new opportunities. Above average written and oral communication skills to interact with customers, prospects and our internal team. Strong customer relationship management skills. Demonstrated ability to generate sales leads Proficient use of Word, Excel, and CRM. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee 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 employee: Is regularly required to operate a computer and other office equipment, such as, a copy machine, calculator, phone, and computer printer. Must be able to remain in a stationary position 60% of the time. Is required to express or exchange ideas by means of the spoken word to convey detailed spoken instructions to other employees accurately. Must be able to receive detailed information through oral communication. The noise level in the work environment is usually low to moderate Benefits: 401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Tuition reimbursement Vision insurance EOE Statement Savings Bank of Danbury is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.   Hours Per Week None Specified  This position is currently not accepting applications. 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