Portfolio manager jobs in South Carolina - 338 jobs
Branch Manager
First National Bank of Pennsylvania 4.5
Portfolio manager job in Charleston, SC
Primary Office Location:151 Meeting Street Suite 100. Charleston, South Carolina. 29401.Join our team. Make a difference - for us and for your future.
Branch Manager
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for the overall sales and operations management of the branch. The incumbent is the directing sales manager for the branch. The primary focus is the origination and expansion of new to bank customers and performance coaching of the branch team. The incumbent oversees daily branch activities, performs market and business development duties, processes loan requests, solicits new accounts, ensures effective operations of branch staff and facilities. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values.
Primary Responsibilities:
Performs market and business development duties by generating high value customer relationships through leveraging sales leads and outbound calling to establish new customers and retain and expand existing relationships. Active member in the community. Execute and coach sales strategies to achieve financial goals. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Additionally, the Manager is responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Manage and coach branch team and facility to ensure the branch is operating according to FNB standards. People: conduct daily sales meetings, execute all HR responsibilities, participates in ongoing education for themselves and team, and lead sales camps according to Market Manager. Facilities: ensure branch meets all quality standards through the direction and coaching of branch team.
Accountable for the operational integrity of the branch and ensuring adherence to audit, compliance, security, and operational requirements. Assigns team operational responsibilities and performs various operational duties according to established policies and procedures as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
BA or BS preferred.
Experience in a related position.
Knowledge of banking audit policies and procedures preferred.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**ServiceNow Consulting Manager -** **Strategic PortfolioManagement (SPM)**
In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around.
**The opportunity**
You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career.
In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements.
**Your key responsibilities**
As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs.
+ Lead workstream delivery and ensure effective management of processes and solutions.
+ Track deliverable completion and project status, ensuring alignment with performance objectives.
+ Actively participate in client working sessions, leading workstreams from planning through execution and closure.
**Skills and attributes for success**
Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project PortfolioManagement, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation.
+ Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases
+ Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers)
+ Ability to build and foster client relationships and demonstrate the value of EY services
+ Excellent business acumen with the ability to make fact-based decisions and resolve conflicts
+ Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation
+ Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps
+ Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources
+ Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs
+ Ability to support pre-sales efforts including creating proposals and estimates
+ Ability to create high quality deliverables and project artifacts
**To qualify for the role, you must have**
+ A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline
+ Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience
+ ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD)
+ ServiceNow Certified Implementation Specialist - Strategic PortfolioManagement
+ 5+ years of Big 4 or equivalent consulting experience
+ Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization
+ Experience leading teams and supervising others
+ A driver's license valid in the U.S.
+ Ability to travel to meet client needs
**Ideally, you'll also have**
+ ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA)
+ ServiceNow Certified Implementation Specialist - ITSM or Data Foundations
+ Performance analytics and reporting experience - certifications are a plus
+ Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower)
**What we look for**
We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
The Associate PortfolioManager will support all facets of loan origination/closing, ongoing loan servicing, and assisting with prospecting efforts. The Associate PortfolioManager will work with Capital Markets Officers and their assigned loan portfolios. In this role, the Associate PortfolioManager will work with other departments within the Bank including Credit Administration/Underwriting, Legal, Participation Operations, and Senior/Executive Management. The role will involve working with the AgFirst District member association banks (16) to assist in their loan origination and purchases of loans offered by the AgFirst Capital Markets team.
The position will entail, among other responsibilities, presenting credit actions to the Loan Committee, approving credit actions under Delegated Authority, and executing loan documents as an Officer of the bank.
What you'll do
Actively work with AgFirst's member Associations and sourcing partners to manage the purchased participation portfolio
Work with the credit department to assist with the loan underwriting
Manage ongoing credit actions for a portfolio of loan participations
Work in collaboration with member Associations, credit departments, borrowers, attorneys, and loan servicing
Mentor other team members
Assist the Head of Capital Markets and management with special projects
What you'll need
A 4-year degree with an emphasis in finance/business/accounting or agriculture. Completion of a master's degree in finance (MBA), preferred
4 years of commercial lending experience with middle market companies, with experience with multi-lender transactions
Strong origination, structuring, and credit underwriting experience
Extensive experience in credit roles including as a credit underwriter/analyst for commercial loans to small to large size companies
Extensive experience with ongoing management administration of a portfolio of participation loans
Knowledge about the loan syndications market
Understands trends impacting the loan syndication business
Sector experience in Agriculture preferred
Ability to effectively work across an organization with various stakeholders
Understands GAAP accounting and cash flow analysis
$90k-161k yearly est. Auto-Apply 60d+ ago
Capital Markets, Associate Portfolio Manager (Hybrid - Columbia, SC)
Agfirst Farm Credit Bank 4.6
Portfolio manager job in Columbia, SC
The Associate PortfolioManager will support all facets of loan origination/closing, ongoing loan servicing, and assisting with prospecting efforts. The Associate PortfolioManager will work with Capital Markets Officers and their assigned loan portfolios. In this role, the Associate PortfolioManager will work with other departments within the Bank including Credit Administration/Underwriting, Legal, Participation Operations, and Senior/Executive Management. The role will involve working with the AgFirst District member association banks (16) to assist in their loan origination and purchases of loans offered by the AgFirst Capital Markets team.
The position will entail, among other responsibilities, presenting credit actions to the Loan Committee, approving credit actions under Delegated Authority, and executing loan documents as an Officer of the bank.
What you'll do
Actively work with AgFirst's member Associations and sourcing partners to manage the purchased participation portfolio
Work with the credit department to assist with the loan underwriting
Manage ongoing credit actions for a portfolio of loan participations
Work in collaboration with member Associations, credit departments, borrowers, attorneys, and loan servicing
Mentor other team members
Assist the Head of Capital Markets and management with special projects
What you'll need
A 4-year degree with an emphasis in finance/business/accounting or agriculture. Completion of a master's degree in finance (MBA), preferred
4 years of commercial lending experience with middle market companies, with experience with multi-lender transactions
Strong origination, structuring, and credit underwriting experience
Extensive experience in credit roles including as a credit underwriter/analyst for commercial loans to small to large size companies
Extensive experience with ongoing management administration of a portfolio of participation loans
Knowledge about the loan syndications market
Understands trends impacting the loan syndication business
Sector experience in Agriculture preferred
Ability to effectively work across an organization with various stakeholders
Understands GAAP accounting and cash flow analysis
$127k-191k yearly est. Auto-Apply 60d+ ago
Portfolio Manager - Infection Prevention
Solenis 4.7
Portfolio manager job in Fort Mill, SC
Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and beverage, and pool and spa water markets. Owned by Platinum Equity, the company's product portfolio includes a broad array of water treatment chemistries, process aids, functional additives, and cleaners and disinfectants, as well as state-of-the-art monitoring and control systems. These technologies are used by customers to improve operational efficiencies, enhance product quality, protect plant assets, minimize environmental impact, and create cleaner and safer environments.
Headquartered in Wilmington, Delaware, the company has 69 manufacturing facilities strategically located around the globe and employs a team of over 16,100 professionals in 130 countries across six continents. Solenis is a 2024 US Best Managed Company, recognized fouryears in a row. For more information about Solenis, please visit ****************
Perks of working with us!
Competitive health + wellness benefit plan
Continuous professional development with many opportunities for growth!
Recharge with 15 days of paid time off
Competitive Salary and Bonuses
401k Plan
Hybrid (2-3 days on site)
Responsibilities
You will be responsible for all product marketing needs of the disinfectant portfolio, creating a value proposition for each sector. This includes: portfolio rationalization and optimization; product improvement and development; P&L of assigned portfolio; and downstream marketing to support sales efforts.
You will build and maintain relationships across functions, teams and seniority levels - both with internal and external stakeholders.
You will partner with internal stakeholders like R&D, Supply Chain and Finance to optimize the product portfolio.
You will interface with the Business Units' Sales and Marketing professionals to drive product sales and determine strategic direction of the portfolio.
You will partner with professional organizations, engage contract manufacturers, product development and market research agencies to build an innovative portfolio for today's and tomorrow's business.
Partner with sector and portfolio teams to develop an successful value proposition and product line marketing strategy for Diversey for disinfectants.
Responsible for product portfolio and marketing leadership and execution of strategic goals for the Infection Prevention portfolioManage the portfolio by developing world-class innovation launches that drive significant growth and profitability.
Qualifications
You have a Bachelor's Degree in Business or related field or sufficient related work experience.
You have professional and effective facilitation skills.
You are proficient in the EPA registration process.
You have 5+ years experience in digital marketing, building websites and analytics.
You have 3+ years experience in market research and planning.
We understand that candidates will not meet every single desired qualification. If your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you.
At Solenis, we understand that our greatest asset is our people. That is why we offer competitive compensation, comprehensive benefits which include medical, dental, vision & 401K, and numerous opportunities for professional growth and development. So, if you are interested in working for a world-class company and enjoy solving complex challenges, whether in the lab or the field, consider joining our team.
Solenis is proud to be an Equal Opportunity Affirmative Action Employer, including Minorities / Women/ Veterans / Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Should you require assistance in applying to this opportunity, please reach out to Solenis Talent Acquisition at *****************************
$91k-112k yearly est. Auto-Apply 60d+ ago
Portfolio Manager
Curated Wine Group
Portfolio manager job in North Charleston, SC
Brand Manager Curated Wine Group, a family owned fine wine distributor and importer headquartered in Charleston, South Carolina, and serving both North and South Carolina, is seeking an experienced and motivated Brand Manager to join our growing team.
In this role, you will overseea portfolio of domestic and international wineries, source and onboard new producers, and collaborate closely with our sales and management teams to bring brands successfully to market. The ideal candidate is analytical, deeply knowledgeable about fine wine, and capable of balancing strategic brand building with hands on commercial execution.
Key Responsibilities:
Portfolio & Supplier ManagementALLManage and strengthen relationships with existing wineries and import partners.
Source and evaluate new producers that align with company growth objectives.
Lead supplier review meetings, coordinate market visits, and maintain consistent communication with partners.
Sales, Analytics & Market Execution
Conduct regular sales and inventory analysis to improve product performance and guide decision making.
Work closely with sales leadership to achieve and exceed agreed upon goals of each supplier relationship.
Participate in inventory demand planning, taking a lead role in managing release schedules, allocations, and pricing strategies.
Brand Assets & Internal Enablement
Maintain accurate price books, manage samples, and oversee product marketing materials and website data.
Qualifications
Minimum of five years of experience in the fine wine industry at the wholesale or importer level.
Strong knowledge and passion for both domestic and international wine.
Self motivated, energetic, and eager to continue growing professionally.
Excellent analytical, communication, organizational, and negotiation skills.
Proficiency in Excel, PowerPoint, and data analysis.
Willingness to travel both domestically and internationally.
Remote work is possible if the candidate is located in the mid-Atlantic or southeast.
Valid driver's license, clean driving record, and ability to lift 40 lbs (standard case of wine).
Why Join Curated Wine Group?
We are a fast growing company with an expanding portfolio and clear opportunities for advancement for driven professionals looking to build a long term career in fine wine. Competitive compensation, 401(k), health insurance, paid vacation, and holidays are included.
Job category: General Administration and Other
$65k-118k yearly est. 1d ago
Portfolio Community Manager
Ravenel Associates
Portfolio manager job in Charleston, SC
Job DescriptionSalary: commensurate with experience
Portfolio Community Manager
Ravenel Associates Inc. is searching for an experienced Portfolio Community Manager to manage premier regimes and HOA communities in Charleston County at an upscale Resort island. A Portfolio Community Manager is responsible for providing the overall supervision of assigned community associations. The Community Manager interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as Ravenel team members.
Job Duties and Responsibilities Duties may include but are not limited to:
Supervise the operation and administration of the Association in accordance with management agreement and the Association's policies and procedures.
Acts as or oversee the primary liaison with the Association Board of Directors and homeowners as needed.
Perform/Direct administrative and management duties as requested by the Board of Directors and in accordance with the management agreement.
Review monthly financial reports and ensure management summary is submitted to the association Board of Directors.
Provide and/or oversee recommendations to the Association Board of Directors and committees regarding major capital expenditures as required to maintain the desired community appearance and operation.
Attend Board/ARB meetings per the management agreement.
Prepare and present annual budget to Board of Directors
Prepare Board packages according to established time frames.
Maintain contract files relating to the operations of the Association.
Assist Board of Directors/ARB with architectural review process and/or routine inspections as necessary.
Responsible for maintenance of web portals and community files.
Responsible for routine and special project vendor management.
Coordinate and/or oversee inspection of building facilities and/or common area and arrange appropriate follow up actions as required.
Speak with empathy and kindness to all homeowners and vendors.
Excellent problem solving skills.
Other duties as assigned.
Qualifications
2+years Community Association experience
High School diploma required, Bachelors preferred
Must have a certification in Community Management (CMCA, AMS, PCAM)
Must have the ability to maintain a professional demeanor at all times
Strong organizational skills and the ability to work in a fast-paced environment are critical
Must have excellent time management skills and the ability to multi-task
Must be competent in all Microsoft Office products.
Ravenel Associates is a regime and association community management company that has been serving the Charleston area since 1985.Locally owned, locally operated.
We are an equal opportunity employer and provideexcellentpay and benefits for our full time employees.
*************************
$65k-118k yearly est. 23d ago
Commercial Banking Portfolio Manager
Wells Fargo 4.6
Portfolio manager job in Charleston, SC
About this role: Wells Fargo is seeking a Commercial Banking Investment Real Estate PortfolioManager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
* Research complex credit investigations and diverse credit information for loans
* Identify opportunity for process improvements within scope of responsibilities or functional area
* Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
* Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
* Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
Required Qualifications:
* 2+ years of Commercial Banking PortfolioManagement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience with complex credit, underwriting, and debt structure for Investment Real Estate clients with annual revenue of $100MM to $2B
* Completion of a formal credit training program
* Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
* Experience in swiftly adopting and executing change management to enable business growth
* Experience developing and maintaining external and internal partnerships
* Experience identifying and mitigating risk, ensuring compliance with processes and procedures
* Excellent verbal, written, and interpersonal communication skills
* Experience with nCino a plus
* Bachelor's degree in accounting, finance, or business
Job Expectations:
* Ability to travel up to 5% of the time
* Ability to work a hybrid work schedule
* This position does not support Visa Sponsorship
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Job Locations:
* 99 Wood Ave South - Iselin, NJ
* 51 JFK Parkway - Short Hills, NJ
* 2500 Westchester Avenue - Purchase, NY
* 58 Service Road South - Melville, NY
* 125 High Street - Boston, MA
* 1 Citizens Plaza - Providence, RI
* 320 Broad St - Charleston, SC
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$77,000.00 - $145,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
25 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$77k-145k yearly 3d ago
Credit Portfolio Manager I - Metro CRE Mid South
TD Bank 4.5
Portfolio manager job in Greenville, SC
Hours: 40 Pay Details: $91,000 - $136,240 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
Department Overview:
The Credit PortfolioManager I - Metro CRE role covers Investment Commercial Real Estate Borrowers with a minimum of $5 million in total lending exposure. Property types include multi-unit residential, retail, office, industrial, hospitality and other specialty classes. The position is part of a team of underwriters that covers a geography that includes South Carolina, North Carolina, Virgina, Washington DC, Maryland, and Delaware. PortfolioManager responsibilities include the comprehensive underwriting of new and existing clients and portfoliomanagement such as monitoring financial covenants and interim trends.
The above details are specific to the role which is outlined in the general description below.
The Credit PortfolioManager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer.
Depth & Scope:
* Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer
* Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage overall analytical support and workflow production needs for a department
* Works on larger, more complex deals, mainly focused on Middle Market
* May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives
* Acts as a consultant to business lines regarding credit issues, processes and procedures
* Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines
* Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners
* Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies
* Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations
* May communicates credit decisions to Relationship Managers and Account Managers
* Manages and oversees workflow and adherence to policy for department
* Participates in organizational cost benefit analysis and implementation
* Manages activities by creating and maintaining quantifiable service level standards against business performance
* Ensures timeliness of information and efficiency in process and workflow
* Maintains confidentiality of credit and customer information at all times
* May lead a team of Credit Analysts within a region or market
Education & Experience:
* Bachelor's degree or equivalent experience
* 5+ years related experience
* Strong understanding of commercial business development techniques and credit decisions.
* Demonstrates business development track record
* Strong market presence with wide network of outside referral sources for new business
* Demonstrates credit and financial analysis skills
* Refined negotiation skills
* Demonstrates communication skills, both verbal and written.
* Demonstrates PC skills
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$91k-136.2k yearly Auto-Apply 4d ago
Commercial Portfolio Manager Team Lead
South State Bank
Portfolio manager job in Charleston, SC
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Commercial PortfolioManager Team Lead position manages a team of Commercial PortfolioManagers. In addition to leadership and management of a Commercial PortfolioManagement team, this position has the primary responsibility of supporting Commercial loan portfolios of one or more Relationship Managers. Analyzes financial information to evaluate the credit worthiness of Commercial loan requests. Compiles Commercial loan packages ensuring completeness and accuracy of information provided. Assures that all Commercial loans are in compliance with State and Federal regulations and Bank policies and procedures. Monitors and Services the Commercial loan portfolios of the supported Relationship Managers. Other responsibilities include the supervision and delegation of work related to covenant testing and tracking, the loan annual review process and various projects.
ESSENTIAL FUNCTIONS
The primary functions of the PortfolioManager Team Lead include:
* Manages and leads team of PortfolioManagers. These responsibilities include training, coaching and developing teammates.
* Reviews and decisions Annual Servicing Reviews and other requests within designated loan authority.
* Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going PortfolioManagement activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures
* Completes industry research, as needed, supporting existing and new Customers to the Bank
* Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation.
* Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool)
* Guides the loan request through the Credit Approval Process and ensures that structure meets the needs of the client and the operating objectives of the Bank
* Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures
* Monitors and services the large commercial loan portfolios of the supported Relationship Managers through quality portfoliomanagement work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing
* Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available.
* Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank
* Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review
* Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested
* Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.)
* Undertakes special projects related to job function as determined by Credit Administration Leadership
* Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank
* Works with Relationship Manager, Credit Officers and Loan Assistant to minimize past due loans.
* As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management
* Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations.
* Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace.
* Stays abreast of products and services the Bank is providing.
* Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws.
* Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
* Excellent interpersonal skills
* Proficient in Microsoft Excel and Word
* Strong organization skills
* High attention to detail
* Cooperative and willing to assist coworkers and customers on a regular basis
* Effective listening skills demonstrated by the ability to listen to others talk (without interruption),
* understand them, and then propose solutions or make contributions based on the points made by others
* Possesses multi-tasking skills and be able to function well under pressure
* Ability to remain composed under pressure and respond to customer and coworker concerns regularly
* Patience and willingness to help others in solving problems while maintaining a positive attitude
Qualifications, Education, and Certification Requirements
* Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience
* Experience: Minimum of five years of experience in commercial banking, business banking and/or portfoliomanagement. Prior management experience is strongly preferred.
* Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training; New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching.
Equal Opportunity Employer, including disabled/veterans.
$84k-141k yearly est. 28d ago
Consumer Loans Senior Investor Reporting Analyst
Truist Bank 4.5
Portfolio manager job in Greenville, SC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:The Consumer Loans Investor Reporting Analyst is responsible for managing end-to-end investor reporting and remittance processes for consumer loan portfolios. This role ensures accurate and timely reporting, remittance, and compliance with investor and trustee agreements. The analyst will perform detailed loan file reviews, reconcile complex transactions, and collaborate with internal and external stakeholders to maintain operational excellence and mitigate risk.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Support the day-to-day needs of Mortgage Lending by providing data analysis, project deliverables, risk management and operational needs to achieve strategic objectives with intermittent supervision. Perform analysis of findings and trends using statistics, modeling, process documentation and profitability analysis. Determine and recommend the most appropriate response to identified complex problems, issues and/or defects by assessing impact and prioritization. Collaborate with stakeholders, including but not limited to, Origination, Servicing, Secondary Marketing, Mortgage Lending, to build consensus, prioritize request, and resolve issues. Coordinate with various business and technology units to define business requirements and determine specifications. Organize testing and implementation activities. Develop, execute and effectively summarize reporting deliverables to internal/external partners Review processes to identify potential areas of improvement. Keep abreast of changing regulatory rules, procedures, and industry trends. Be able to understand and communicate impacts. Performs work independently and completes other duties as assigned while demonstrating Truist values.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in Accounting, Finance, Mathematics, or Economics, or equivalent education and related training or experience Minimum of four or more years of experience in a related field. Advanced reporting and analytical skills. Perform work autonomy, independent of day-to-day management. Mature written and verbal communication. Key Software proficiency (e.g. MS Office, Database, Imaging Systems). Conceptual ability to analyze problems and devise solutions. Ability and willingness to learn and adapt as the needs of the job change. Ability to present to management as needed.
This is a 5-day in office expectations.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfoliomanagement activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$69.9k-149k yearly 60d+ ago
Manager, Investor Relations
CRG 4.7
Portfolio manager job in Fort Mill, SC
Summary: A leading, multi-billion-dollar public company in the industrial sector is seeking a Manager, Investor Relations to support its growing U.S. Investor Relations function. Reporting to the U.S. Head of Investor Relations, this individual will play a key role in financial analysis, presentation development, and the preparation of materials for executive leadership, the Board, investors, and external stakeholders. This is a high-visibility position offering broad exposure to senior leadership and significant long-term career development potential within Investor Relations.
Location: Fort Mill, SC
Schedule: Hybrid - Monday-Thursday on-site; Friday remote
Benefits:
* PTO, Sick Leave, Volunteer Leave, Paid Parental Leave, and Holidays (including 2 floating holidays!).
* High-quality, yet affordable Medical, Dental, and Vision plan options.
* HSA and FSA.
* Company-Paid Life Insurance.
* Short- and Long-Term Disability.
* Life, Accident, and Critical Illness Insurance options.
* EAP and Telemedicine.
* Tuition Assistance.
* Company-Paid Membership for the Calm app for mental wellness.
* Value-Added Benefits (travel medical support, estate guidance, grief counseling, discounted tickets and gift cards, etc.).
* 401K with 50% match up to 6% of contributions.
Key Responsibilities:
* Perform in-depth financial analysis, forecasting, variance analysis, and peer benchmarking.
* Summarize insights for executive leadership and produce high-quality board-ready materials.
* Assist in developing quarterly earnings materials, investor presentations, and messaging.
* Monitor industry trends, competitor performance, and macroeconomic developments.
* Partner with accounting, FP&A, communications, and other internal teams to ensure alignment in external reporting.
* Support the preparation of materials for Board meetings, investor conferences, and 1:1 investor engagements.
* Maintain financial and market databases and prepare ad hoc analysis to support strategic decisions.
* Build relationships with internal experts, analysts, and investors to gather market intelligence.
* Contribute to internal communication efforts related to investor relations activities.
Qualifications:
* Bachelor's degree in Finance, Accounting, Business, or related field.
* 5+ years of experience in financial analysis, accounting, FP&A, corporate finance, corporate development, investment banking, or IR.
* Must be fully fluent in financial statements and public-company financial analysis.
* Exceptional Excel proficiency; strong PowerPoint skills (storytelling guidance will be provided).
* Superb communication and presentation abilities - must be able to present comfortably to executives and external stakeholders.
* Experience in a public company or industrial-related industry is a plus.
* IR experience is helpful but not required.
Category Code: JN005, JN001
#LI-NH1
$55k-102k yearly est. 51d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Corp 3.9
Portfolio manager job in South Carolina
The PortfolioManagement Team Lead: Specialized position leads and manages an existing team of PortfolioManagers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of PortfolioManagers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfoliomanagement responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
Key Responsibilities Include
* Leads talent acquisition, onboarding, and new hire training for PortfolioManagers and Credit Analysts.
* Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
* Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
* Completes regular monitoring of portfoliomanagement reports, keeping LOB leader apprised of portfoliomanagement metrics and performance.
* Leads commercial portfoliomanagement meetings, including Asset Quality Meetings.
* Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfoliomanagement standards are met.
PortfolioManagement Responsibilities Include:
* Leads the analysis, underwriting, origination, and portfoliomanagement of loans.
* Utilizes loan structuring, risk identification, and risk mitigation skills.
* Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
* Manages complex relationships with ability to understand cash flow and repayment sources.
* Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
* Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
* Maintains satisfactory portfoliomanagement metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
Qualifications Include
* Minimum 6 years of corporate or commercial underwriting and portfoliomanagement experience.
* Bachelor's degree in business, finance or related field required.
* Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
* Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients.
* Very strong credit, analytical, organizational, and communication skills.
* Manage and coach a team with varying degree of skillsets and backgrounds.
* Ability to become the expert leader in regulatory matters and bank commercial loan policy.
* Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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$101k-135k yearly est. 29d ago
Manager, Asset Management
KPMG 4.8
Portfolio manager job in Greenville, SC
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking a Manager, Asset Management to join our Digital Nexus technology organization. This is a hybrid work opportunity.
Responsibilities:
* Manage day-to-day processes and procedures to support ongoing operations of ITAM Asset Management; act in the capacity of a subject matter expert to support ongoing IT Asset Management projects; accountable for implementation of continuous process improvements
* Partner with IT Asset Owners to ensure Asset information is kept accurate and up to date throughout the lifecycle; research and manage implementation of business requirements and features as requested by business units
* Maintain and publish Asset metrics, create custom reports based on ITAM discovery knowledge and requestor specifications; provide ITAM Asset Management training
* Manage operational workload and priorities and ensure alignment with business needs; ensure issues are prioritized and managed for timely resolution
* Collaborate with Asset Owners to ensure Hardware Assets are re-harvested efficiently; collaborate with offshore resources to ensure Discovery supports the needs of ongoing operations
* Develop and implement a SAM communications plan; utilize the Flexera Network Management Platform (FNMP) software asset management tool; perform internal software audits to ensure software license compliance standards are being met
* Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications:
* Minimum five years of recent in-depth use and understanding of IT Asset management lifecycle processes and tools
* Bachelor's degree from an accredited college or university is preferred; Industry Certifications preferred: ITIL V3, IAITAM Certifications (including: CHAMP, CSAM, or CITAM), PMP, Lean Six Sigma
* Experience with ServiceNow and Discovery technologies; strong project management experience with small and large projects, in a cross-functional environment
* Strong verbal/written communication, with ability to effectively interact with individuals at all levels of responsibility and authority; able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork
* Solid trouble-shooting and organizational skills and ability to work on multiple projects simultaneously; ability to participate in resource planning processes based on defined organizational plans
* Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
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KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$56k-79k yearly est. 9d ago
BUSINESS ENGAGEMENT & INVESTOR RELATIONS MANAGER (GCEDC) - 1225
City of Greenville, Sc 4.4
Portfolio manager job in Greenville, SC
Job SummaryUnder general direction and in compliance with standard operating procedures and policies, develops, cultivates and implements partnerships with for profit businesses, nonprofits, and individuals that are seeking to donate funds towards the City's economic growth. Develop private sector fundraising strategy to diversify revenue streams through investor and sponsor engagement advancing the Greenville City Economic Development Corporation's (GCEDC) mission. In coordination with appropriate GCEDC team support, leads, plans, and executes all GCEDC events that will support the business community and help build a stronger network of community leaders. Manages, coordinates, and implements programs and projects that support the retention and expansion of businesses in the City of Greenville. Creates and executes an industry-standard Business Retention and Expansion (BRE) program to enhance the continued growth and success of local existing companies, such that it is efficient in terms of implementation, and sustainable over the coming years. Builds relationships with local businesses, address their needs, and identify opportunities for growth and expansion.Essential Functions Essential Functions % of Time
* Manage Fundraising and Investor Relations: Manage all activities related to fund development, donor cultivation, major giving, annual giving, events, grant seeking, and capital campaigns for the GCEDC, with appropriate GCEDC team support. Coordinate logistics for investor-related events, maintain accurate investor records and manage communications with stakeholders. Own investor lifecycle: prospecting, onboarding, engagement plans, renewals, and upgrades. Ensure all investor interactions are planned, purposeful, and documented in HubSpot CRM, including next steps. Identify new sponsorship, grant and revenue source opportunities. Conceive and implement strategies and campaigns to attract, engage, secure, and increase the number of institutional and individual partners and investors supporting the GCEDC. Assist with billing and collections for investor, sponsor, donor and other sources of funds committed to the GCEDC.
40%
* Perform Business Retention and Expansion (BRE) Management: Provide resources and technical assistance to businesses contemplating investment and growth in the City, and surrounding area when appropriate, by linking them to appropriate local, regional, state and federal resources and programs. Schedule and coordinate local industry visits and survey meetings to include a range of companies in each existing industry sector as well as related industry clusters with commonalities (i.e. newly relocated, specific demographic locations, etc.). In collaboration with the Research Team, identify trends within each industry sector and potential issues impeding growth. Work alongside other departments to address needs and/or trends within the region based on the results generated from company surveys. Identify potential target companies for relocation efforts through the BRE visits and pass to the Economic Development Recruitment Team members. Identify companies in growth mode who may expand locally and work alongside other Economic Development team members to address their needs and encourage expansions regionally. Serve as the BRE representative for all regional partners meetings and events. Schedule meetings with headquarters of existing regional companies during scheduled marketing/recruitment trips (working with regional partners when companies in their jurisdictions are involved). Assist in the planning and execution of the yearly BRE survey tool. Maintain all internal and external databases related to business retention and expansion efforts, updating the databases with key contact, business and assistance information, and keeping special emphasis on quality control of the retention database.
40%
* Manage Event Planning: In coordination with the Senior Economic Development Research & Marketing Manager lead, plan, and execute all GCEDC events. Support, host, or sponsor events that will support the business community, and help build a stronger network of community leaders. Events include but are not limited to ribbon cutting ceremonies, small group lunches, quarterly & annual meetings, sponsor-related events, symposiums, galas and conferences. Provide event planning support to city led events.
10%
* Perform Special Projects and Support as Assigned: Maintain flexibility to assist other team members of the GCEDC team with special projects and/or support as assigned. Support may be needed on items such as data collection; data entry; research projects; and any other initiatives or programs that need additional support.
10%Perform other duties as assigned.Job Requirements
* Bachelor's degree in business, economics, finance, public administration, planning or related field.
* Minimum four (4) years of fundraising, investor relations, and/or event planning experience for a non-profit, economic development, or entrepreneurial services organization.
* Minimum two (2) years of Business Retention and Expansion (BRE) experience in an economic development, chamber of commerce or government sector context.
Preferred Qualifications
* Prior experience in economic development, public administration, or planning is strongly preferred.
* Prior experience with business development or sales.
* Experienced alliance-builder and revenue-generating leader.
Driver's License Requirements
* Valid South Carolina Class D Driver's License.
Performance RequirementsKnowledge of:
* Proven marketing and communication techniques.
* Customer Relationship Management Systems.
* Exceptional customer service skills, including active listening, problem-solving, and maintaining a positive, professional demeanor in all interactions.
* Various areas of economic development, including comprehensive planning, land development, marketing, and business relations.
* Financial incentive programs related to economic development.
Ability to:
* Demonstrate excellent interpersonal and communication skills (written, verbal, and presentation).
* Manage multiple and multi-component projects and relationships at one time.
* Exercise initiative and independent judgment.
* Follow written and oral instructions.
* Assist with the development of effective marketing and branding strategies.
* Utilize a variety of communication and interpersonal skills to interact successfully with people at a number of levels inside and/or outside the organization.
* Prioritize workload and manage time efficiently, meet deadlines, and complete assignments in a timely manner.
* Establish and maintain effective working relationships with other City departments, the public, and key stakeholders.
* Establish working relationships with local businesses, community leaders, elected officials and local associations.
* Work within a network of allies and partners to manage effective business, community and government relationships.
* Write reports, prepare business letters, summarize meeting minutes, and compose emails in a clear and professional manner.
* Read and interpret economic, marketing, statistical, and analytical documents, reports, research material and information, and maps.
* Make mathematical calculations and draw logical conclusions.
* Operate general office equipment to include scanner, printer, copier, telephone, and computer with Microsoft Office Suite.
* Utilize specialized software and systems to include MapIt, SharePoint, Google Earth, and Google StreetMap.
Working ConditionsPrimary Work Location: Office environment. Protective Equipment Required: None. Environmental/Health and Safety Factors:
Relatively free from unpleasant environmental conditions or hazards.Physical Demands:
Constantly requiresfine dexterity, sitting,vision, and hearing.Frequently requires talking.Occasionally requires standing, walking,lifting, carrying, reaching,handling/grasping, and twisting. Sedentary strength demands include exerting up to 10 pounds occasionally or negligible weights frequently; sitting most of the time.Mental Demands:
Frequently requires working closely with others. Occasionally requires time pressures, frequent change of tasks, and tedious or exacting work.Americans with Disabilities Act ComplianceThe City of Greenville is an Equal Opportunity Employer. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. Prospective and current employees should contact Human Resources to request an ADA accommodation.DisclaimerThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
$43k-69k yearly est. 28d ago
Manager, Order Management
Dddsystems
Portfolio manager job in Rock Hill, SC
Manager, Order Management - 250000CWDescription About The Role: We are seeking an accomplished Order Management leader who thrives in a fast-paced, innovative, and emerging technology environment. In this role, you will own and execute customer order deliverables within a global framework, leading a high-performing team while driving accuracy, efficiency, and continuous improvement across the order management function.
If you are passionate about operational excellence, people leadership, and cross-functional collaboration, this role offers an opportunity to make a meaningful impact.
This position is hybrid onsite three days a week at our Corporate Headquarters in Rockhill, SC What's in it for You! Competitive Compensation Package: Our employees are the best part of our company.
We want you to feel valued, appreciated, and included.
Because of this, we make sure your hard work is recognized.
Paid Leave (US ONLY): Enjoy time away from work with Company paid holidays and a flexible working schedule through our paid time off (PTO) policy.
We are a Company that values you and makes sure you take time for yourself.
401(k): Prepare for a secure retirement with our 401k plan, which includes an employer matching contribution.
Comprehensive Health & Wellness Plans: We offer a comprehensive benefit package that includes medical, dental and vision coverage, company-paid short-term and long-term disability insurance, as well as company-paid basic life insurance that supports you during your career with us.
We believe that taking care of our employees is essential, and these benefits reflect our commitment to your health, security, and peace of mind.
Global Team: With our state-of-the-art corporate headquarters in Rock Hill, South Carolina, our global team operates across more than 15 countries worldwide.
Experience a workplace comprised of talented individuals who are passionate about serving our customers and each other.
Innovative Culture: Innovation is at the heart of what we do! Since our founding in 1986 by Chuck Hull, the inventor of 3D printing, we have continuously pushed the boundaries of what is possible with additive manufacturing.
When you join 3D, you will have the opportunity to work with cutting edge technology in an innovative and collaborative culture!Talent Development: At 3D Systems, we invest in talent programs to support employees with opportunities to grow, contribute, develop, and thrive in their careers.
Connection & Engagement Opportunities: We strive to cultivate an environment where our diverse global workforce can connect and thrive.
Our Employee Resource Group program, Employee Recognition program, and 3D Gives Back program, are just a few examples of how you will be empowered to build connections, celebrate wins, and make a meaningful impact.
What You'll Do:Train, coach, and develop employees to ensure work output is accurate, consistent, timely, and compliant.
Serve as a people leader and advocate, embodying 3D Systems' values while providing regular feedback, formal performance evaluations, and development guidance in alignment with company timelines.
Provide guidance, coaching, and training to internal and partner order entry professionals (including global partners) on procedures, systems, and product configurations.
Develop and deliver metrics and reports to monitor productivity, quality, and responsiveness; leverage data to identify trends and drive process improvements.
Partner closely with Sales, Manufacturing, Accounting, Legal, and Services to ensure clear communication, efficient handoffs, and seamless order fulfillment.
Ensure accurate and timely updates in Salesforce.
com and other systems to enable internal and external stakeholders to track and manage customer orders.
Support Accounting, Legal, and Internal Audit teams on audit-related activities as needed.
Serve as a subject-matter expert for transformation initiatives and cross-business-unit projects, promoting standardization and best-practice adoption.
Collaborate with the Global Order Management Business Process Manager to create, update, and maintain process documentation; ensure team members are trained on new or revised processes.
Conduct regular one-on-one meetings with employees to review performance against objectives and complete annual performance reviews.
Qualifications What You'll Bring:Experience working with Oracle and Salesforce.
com.
Minimum of five years of order processing experience in a product and/or software environment.
Proven supervisory or people management experience with both exempt and non-exempt employees.
Ability to lead a team in a high-volume, deadline-driven environment, including peak periods such as end-of-quarter, while maintaining high quality standards.
Strong interpersonal skills with the ability to collaborate effectively across diverse teams and management levels.
Excellent written and verbal communication skills.
Intermediate proficiency in Microsoft Office applications, particularly Excel, PowerPoint, and Word.
Bachelor's degree in Business, Operations, or a related field, or a minimum of ten years of equivalent relevant experience.
Experience managing orders for additive manufacturing products preferred Six Sigma Green Belt or equivalent experience leading quality or process improvement initiatives preferred #LI-MM1 Primary Location: US-SC-Rock HillWork Locations: USA-SC-Rock Hill-Corporate 333 Three D Systems Circle Rock Hill 29732Job Level: Manager with Direct ReportsTravel: NoType of Position: EmployeeJob Posting: Jan 5, 2026, 6:39:56 PM
$54k-104k yearly est. Auto-Apply 12h ago
Teller Manager
Palmetto Citizens Federal Credit Union 3.9
Portfolio manager job in Whitmire, SC
The Teller Manager is responsible for overseeing associates to ensure they deliver accurate, professional, and solution-focused service to members. This role supports the Manager in all aspects of operations to ensure friendly and efficient service to the membership. In the absence of the Manager and Assistant Manager, the Teller Manager assumes full responsibility for the operation of the credit union branch. This role also requires maintaining up-to-date knowledge of and strict adherence to security procedures and internal controls. Additional duties may be assigned as needed.
Responsibilities
Solution Oriented:
Oversee and enhance solution-oriented assistance to members. Specifically develop and enhance abilities of Tellers to:
Professionally and proactively help members in achieving their financial objectives with financial guidance and advice.
Work with members to resolve potential problems to create a positive member solution.
Product Promotion:
Oversee and enhance associate's ability to meet member needs with promotion of important credit union products. Specifically develop and enhance the ability of Tellers to:
Understand members' needs and professionally promote appropriate credit union products and services.
Work with associates to develop a strong knowledge of Palmetto Citizens' products.
Help associates be successful in increasing member service usage of Palmetto Citizens products.
Tellering:
Develop associates appropriately to handle all Tellering functions. Oversee and enhance associates in meeting member needs through tellering assistance, specifically develop and enhance ability of Tellers to:
Always deliver assistance in a safe and secure manner. Ensures associates understand the importance of knowing the member and the depth of their relationship.
Provide excellent member service by handling transactions accurately and efficiently.
Always be professional and pleasant in handling member transactions. Oversee associates in receiving deposits, loan payments, and transfers; transacts cash or check withdrawals; provides cashiers checks, money orders and any other service within their authority.
Maintain a balanced and secured cash drawer.
Properly use authority to permit availability of funds for checks up to and including $__________ without further approval.
Management:
Develops Tellers and has responsibility for member service line goals to drive growth in members, loans, and deposits.
Has responsibility of accurate cash ordering to fulfill the needs to the members.
Work closely with associates to monitor and assist them through the progression of appropriate Member Service Project certifications.
Responsible for the balancing and security of vault cash, travelers' cheques, all consigned tickets, and negotiable instrument(s) in the office.
Responsible for instructing associates in the areas of security procedures and internal controls.
Authority to accept and approve checks up to the above limit.
Develops Tellers to work with members to resolve potential problems.
Oversees assistance to members to anticipate potential problems and offer suggestions and possible solutions.
Supervise ATM balancing (West Columbia Branch only), care and service by Assistant Teller Manager.
Enhance the value of the Member Service Project, as well as Teller job value.
Enhance associates' abilities through mentoring and teaching.
Qualifications
4+ years of cash handling and customer service experience required, preferably in a retail banking or credit union setting.
2+ years of previous supervisory experience with customer service/sales is required.
High School Diploma or GED is required, college degree preferred.
Excellent communication skills, both verbal and non-verbal.
Prior head tellering experience preferred.
Bilingual candidates a plus.
Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
$30k-35k yearly est. Auto-Apply 10d ago
Teller Manager
Job Listingspalmetto Citizens Federal Credit Union
Portfolio manager job in Whitmire, SC
The Teller Manager is responsible for overseeing associates to ensure they deliver accurate, professional, and solution-focused service to members. This role supports the Manager in all aspects of operations to ensure friendly and efficient service to the membership. In the absence of the Manager and Assistant Manager, the Teller Manager assumes full responsibility for the operation of the credit union branch. This role also requires maintaining up-to-date knowledge of and strict adherence to security procedures and internal controls. Additional duties may be assigned as needed.
Responsibilities
Solution Oriented:
Oversee and enhance solution-oriented assistance to members. Specifically develop and enhance abilities of Tellers to:
Professionally and proactively help members in achieving their financial objectives with financial guidance and advice.
Work with members to resolve potential problems to create a positive member solution.
Product Promotion:
Oversee and enhance associate's ability to meet member needs with promotion of important credit union products. Specifically develop and enhance the ability of Tellers to:
Understand members' needs and professionally promote appropriate credit union products and services.
Work with associates to develop a strong knowledge of Palmetto Citizens' products.
Help associates be successful in increasing member service usage of Palmetto Citizens products.
Tellering:
Develop associates appropriately to handle all Tellering functions. Oversee and enhance associates in meeting member needs through tellering assistance, specifically develop and enhance ability of Tellers to:
Always deliver assistance in a safe and secure manner. Ensures associates understand the importance of knowing the member and the depth of their relationship.
Provide excellent member service by handling transactions accurately and efficiently.
Always be professional and pleasant in handling member transactions. Oversee associates in receiving deposits, loan payments, and transfers; transacts cash or check withdrawals; provides cashiers checks, money orders and any other service within their authority.
Maintain a balanced and secured cash drawer.
Properly use authority to permit availability of funds for checks up to and including $__________ without further approval.
Management:
Develops Tellers and has responsibility for member service line goals to drive growth in members, loans, and deposits.
Has responsibility of accurate cash ordering to fulfill the needs to the members.
Work closely with associates to monitor and assist them through the progression of appropriate Member Service Project certifications.
Responsible for the balancing and security of vault cash, travelers' cheques, all consigned tickets, and negotiable instrument(s) in the office.
Responsible for instructing associates in the areas of security procedures and internal controls.
Authority to accept and approve checks up to the above limit.
Develops Tellers to work with members to resolve potential problems.
Oversees assistance to members to anticipate potential problems and offer suggestions and possible solutions.
Supervise ATM balancing (West Columbia Branch only), care and service by Assistant Teller Manager.
Enhance the value of the Member Service Project, as well as Teller job value.
Enhance associates' abilities through mentoring and teaching.
Qualifications
4+ years of cash handling and customer service experience required, preferably in a retail banking or credit union setting.
2+ years of previous supervisory experience with customer service/sales is required.
High School Diploma or GED is required, college degree preferred.
Excellent communication skills, both verbal and non-verbal.
Prior head tellering experience preferred.
Bilingual candidates a plus.
Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
$32k-46k yearly est. Auto-Apply 4d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Bank 3.9
Portfolio manager job in South Carolina
The PortfolioManagement Team Lead: Specialized position leads and manages an existing team of PortfolioManagers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of PortfolioManagers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfoliomanagement responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
**Key Responsibilities Include**
+ Leads talent acquisition, onboarding, and new hire training for PortfolioManagers and Credit Analysts.
+ Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
+ Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
+ Completes regular monitoring of portfoliomanagement reports, keeping LOB leader apprised of portfoliomanagement metrics and performance.
+ Leads commercial portfoliomanagement meetings, including Asset Quality Meetings.
+ Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfoliomanagement standards are met.
**PortfolioManagement Responsibilities Include:**
+ Leads the analysis, underwriting, origination, and portfoliomanagement of loans.
+ Utilizes loan structuring, risk identification, and risk mitigation skills.
+ Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
+ Manages complex relationships with ability to understand cash flow and repayment sources.
+ Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
+ Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
+ Maintains satisfactory portfoliomanagement metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
**Qualifications Include**
+ Minimum 6 years of corporate or commercial underwriting and portfoliomanagement experience.
+ Bachelor's degree in business, finance or related field required.
+ Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
+ Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients.
+ Very strong credit, analytical, organizational, and communication skills.
+ Manage and coach a team with varying degree of skillsets and backgrounds.
+ Ability to become the expert leader in regulatory matters and bank commercial loan policy.
+ Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.