• Private Banking Portfolio Manager

    Job Locations US-KS-Wichita
    Job ID
    Job Type
    Regular Full-Time
    Private Banking
    FLSA Status
  • Overview

    The Private Banking Portfolio Manager effectively manages a private banking loan portfolio (predominantly commercial but may include consumer loans) and engages internal business partners to identify, solicit and close cross-selling opportunities. Develops and maintains long term business relationships with clients.


    • Build relationships with clients to be their trusted advisor; establish clients as referral resources by providing extraordinary service.
    • Manage loan and deposit relationships by monitoring use of bank products, creditworthiness, repayment activities and changes in the client’s company, industry or business model.
    • Analyze clients’ needs; assess the client’s financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Bank’s Credit Policy.
    • Assist with Letters of Interest and term sheets as requested, review commitment letters, review and approve annual loan reviews and provide assistance in ensuring consistency with execution of terms and conditions provided to the client.
    • Work closely with the borrower to provide a preliminary assessment of the necessity of an extension or modification and communicate with the Managing Director, Wichita Private Banking. Conduct an analysis of the credit and make a recommendation as to whether an extension/modification is deemed appropriate, as well as, negotiate the terms and conditions of the proposed extension or modification terms.
    • Assist in the sales proposal process, including accompanying the lenders on customer and prospect calls and various other sales/customer-oriented projects.
    • Make critical decisions regarding credit risk supported by substantial analysis and critical data-based decision making.
    • Negotiate terms, structure loan financing costs, repayment methods, collateral requirements and rates based on risk considerations and present credits for approval.
    • Meet or exceed goals related to retaining and broadening existing client relationships through execution of business development strategies and plans.
    • Maximize Bank profitability through appropriate pricing of new loan originations, fee income and selling of all bank products and services and referring business accordingly.
    • Demonstrate knowledge of all bank products.   
    • Build trusted, collaborative and supporting relationships with internal business partners, key resources and strategic partners.
    • Participate in business and community organizations and regularly attend networking events.
    • Use and understand technology necessary to collect, retain, analyze and report critical, requisite information.
    • Interact with internal and external clients while providing extraordinary service.
    • Develop and maintain trusted, positive relationships with other employees, clients and vendors. 
    • Represent the Bank and Private Banking team in a highly professional manner.
    • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
    • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
    • Reliable and predictable attendance.



    • At least two (2) years of commercial banking, underwriting or portfolio management and structuring experience.
    • Formal credit training.
    • Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services.
    • Demonstrated strong financial acumen and high level of problem solving skills.
    • Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
    • Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
    • Bachelor’s degree or equivalent combination of education and/or work experience.
    • An advanced degree and/or ongoing banking seminars and other resources is preferred.


    CrossFirst Bank is proud to be an Equal Opportunity Employer.


    CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsoliciated and the property of CrossFirst Bank. We respectfully request no phone calls or emails.


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