Portfolio Manager - Specialty Bnkg Job Listing at Valley Bank in Paramus, NJ (Job ID 26-429)

Description

Responsibilities include but are not limited to:

• Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs for existing and prospective customers.
• Keeps abreast of current and changing state and federal regulatory requirements related to the cannabis business to ensure the program and customers remain in compliance, including State Risk Assessments.
• Develop and maintain new business sources.
• Assess client needs and provides advice and solutions to meet those needs., Communicates to support partners to ensure customer satisfaction.
• Participate in local, regional and national networking events and affiliated trade organizations to acquire new customers and make introductions to lending teams.
• Develop improved methods of operation that would enhance profitability, efficiency, business development, etc.
• Partner with AML to complete high risk periodic reviews on clients to perform due diligence, research, analyze the commercial account behavior and communicate with the client.
• Assist with customer problem resolution.
• Analyze, plan and complete special projects assigned by Management.