Manager of Portfolio Management

• Lead and inspire a team of Portfolio Managers, fostering an environment of continuous learning, innovation, and adaptability toemergingindustry trends. Champion professional development initiatives that prepare the team for evolving business needs and technological advancements.

• Utilize advanced analytics and performance dashboards tomonitorteam outcomes, set ambitious goals aligned with organizational strategy, and drive process re-engineering efforts thatleverageautomation and digital tools tooptimizeefficiency and elevate the member experience.

• Act as a strategic escalation resource forhighly complexmember scenarios, employing data-driven insights and cross-functional collaboration to ensure swift, effective resolutions and exceptional service delivery in a rapidly changing financial landscape.

• Maintain oversight of a select portfolio of business members to remain attuned to evolving frontline operational needs, ensuring strategic responsiveness and relevance in member engagement over the next three years.

• Serve as the lead relationship manager for assigned accounts, overseeing complex account openings, onboarding processes, and loan origination, while proactively adapting these functions toanticipatedindustry changes and member expectations.

• Drive ongoing workflow optimization and standardization initiatives across the team,leveragingemerging technologies and data analytics to enhance efficiency and scalability, positioning the department for sustained growth and adaptability through 2029.

• Foster cross-functional collaboration with Business Advisors and executive leadership, aligning strategies with the credit union’s long-termobjectivesand ensuring that the team delivers measurable results in a dynamic business environment.

• Ensure rigorous compliance with all regulatory requirements (BSA, OFAC, GLBA,NACHAetc.),anticipatingregulatory shifts and proactively updating protocols tomaintainthe highest standards of quality and risk mitigation.

• Champion a culture of compliance and continuous improvement within the team, instituting regular training, performance reviews, and process audits to support professional development and operational excellence for the future.

Knowledge, Skills & Abilities

Experience:

• Minimum of5years in business relationship management or financial services, withdemonstratedsuccess in handling complex client portfolios and driving strategic outcomes. 

• Proventrack recordof leading high-impact projects in fast-paced environments is strongly preferred.

• Minimum of 2 years in a supervisory or leadership role

Education:

• Bachelor’s degree in business, finance, or a related fieldor 3additionalcombined years of experience in business banking.

Licenses, Certifications, Registrations

• Project Management certification preferred

Managerial Responsibility

Has supervisor/managerial responsibilities that are direct and through other leaders, typically with a subordinate group of 5 or more employees and multiple organizational and cross-functional teams.  Estimates personnel needs and assigns work to meet these needs.  Supervises, coordinates, and reviews the work of assigned staff.  Recommends candidates for employment, conducts performance evaluations and salary reviews for staff, and applies company policy.

Computer/Office Equipment Skills 

• Demonstratedproficiencywith the Microsoft Office Suite—including Outlook, Word, Teams, PowerPoint, and Excel—with the ability to adapt to new versions and emerging productivity tools as technology advances. 

• Anticipated experienceleveragingadvanced analytical and reporting platforms to enhance data-driven decision-making is preferred.

Language Skills  

• Demonstrated ability to clearly express ideas,methodology,resultsand recommendations verbally, in writing and through insightful reports and graphic illustrations

• Demonstrated ability to document outcomes and present information in a mannerappropriate forkey stakeholders and all levels of the organization.

OtherSkills and Abilities

• Demonstratedexperienceintreasury management, business financial products, and basicfinancial underwriting.

• Proven ability tooperateindependently while fostering collaboration across cross-functional and multi-generational teams.

• Agility in navigating change and proactivelyidentifyinginnovative solutions to emerging challenges in a dynamic business environment.

• Dedication to ongoing professional development and driving process optimization through continuous learning and the adoption of best practices.

• Exceptional leadership and coaching capabilities, witha track recordof inspiring, mentoring, and developing high-performing teams for future growth.

• Comprehensive knowledge of complex business entity structures and the design of forward-thinking financial solutions aligned with evolving market trends.

• Expertisein prioritizing multiple initiatives andmaintainingstrategic focus and composure in high-pressure, fast-paced settings.

• Demonstratedinterpersonal and communication skills, with the ability to articulate complex concepts and recommendations to diverse stakeholders at all organizational levels.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Ability to stand, walk, and use hands to handle or reach occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

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