Commercial Banking Portfolio Manager - Energy

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Job description

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

About This Job

In partnership with a team of Relationships Managers, this position is responsible for managing and servicing a portfolio of commercial customers, including expanding, building and maintaining strong customer relationships with a resulting high level of customer satisfaction. This position equates to an RM position in all aspects, with the exception of sales responsibilities.

Essential Functions

• Utilizes a high degree of critical thinking skills in managing a large portfolio of diverse and complex commercial relationships

• Involved in customer and targeted customer prospect calling activities with RM as appropriate (especially those with active new credit opportunities)

• In certain circumstances, PM may serve as the primary advisor for a specific number of commercial relationships, ensuring a high level of customer satisfaction and retention. In such circumstances, PM will work with Team Leader on a semi-annual basis to assure that all appropriate products and services are being cross-sold to those relationships

• Handles customer service requests for existing relationships, including loan renewals and modifications

• Works with RM's on credit requests, including general underwriting, loan structuring, negotiating/pricing, collateral, and analyzing industry/credit risk

• Completes all requirements of loan booking, including negotiating terms, the review of loan documentation and assisting in the closing process

• Manages annual credit review schedule for team of Relationship Managers. Prepares loan presentations and credit reviews as necessary

• Handles reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.

• Works with respective RM's in the credit management of all Watch List credits

• Ensures compliance with all bank policies, procedures, regulations, and laws

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Thorough knowledge of full range of commercial products, credit policies, procedures and terminology

• Excellent analytical and problem-solving skills

• Excellent presentation, verbal, and written communication skills

• Well developed negotiation skills

• Strong organizational skills

• Well developed independent decision making skills, with minimal management oversight

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Basic proficiency with Microsoft Word, Excel and Outlook

Education & Experience

• Bachelor's degree, or equivalent work experience

• 5+ years of commercial banking experience

Additional Information

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record, maintain a valid driver's license, and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements.

Location: 5314 S Yale Ave, Suite 100, Tulsa, Oklahoma 74135

Time Type:

Full time