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Portfolio Manager, Business Banking
Portfolio Manager, Business BankingThe QTI Group • Madison, WI, United States of America
Portfolio Manager, Business Banking

Portfolio Manager, Business Banking

The QTI Group • Madison, WI, United States of America
30+ days ago
Job type
  • Permanent
  • Quick Apply
Job description
The QTI Group is partnering with Bank CMG to hire a Portfolio Manager, Business Banking, to serve the Madison market. This individual will handle existing client portfolios and serve as a trusted point of contact for business banking referrals. If you are passionate about building strong client relationships and delivering exceptional customer service, we’d love to talk to you!
Location: Madison, Wisconsin.
Responsibilities Include:
  • Serve as the primary relationship manager for a portfolio of business banking clients.
  • Provide tailored solutions for business banking needs, including lending and deposit services.
  • Proactively respond to referrals and inquiries, ensuring timely and professional follow-up, to grow market share and retain/grow existing portfolio.
  • Collaborate with internal partners to cross-sell additional products and services such as Wealth Management, Private Banking, and Retail Banking.
  • Deliver superior customer service and maintain strong, long-term client relationships.
  • Ensure portfolio administration and risk management of each client relationship is in compliance with the bank’s credit policies and procedures and regulatory guidelines.

Qualifications:
  • 5+ years’ experience in business banking, with a solid understanding of lending products.
  • Strong relationship management skills with demonstrated ability to anticipate client needs and provide proactive solutions.
  • Track record of sales and client management success.
  • Excellent communication, documentation, and organizational skills.
  • Ability to work collaboratively across departments and manage multiple priorities.
  • A client-first mindset with a commitment to service excellence.
Be part of a culture that values integrity, collaboration and community. Bank CMG offers a competitive compensation package, including excellent benefits and the opportunity for continued career growth!
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Portfolio Manager, Business Banking • Madison, WI, United States of America

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