Commercial Portfolio Manager (Hebrew Speaker)

Portfolio Manager:

Why you should consider applying to this opportunity:

• You are sales and client centric orientated, as well as analytical.
• You are a team player and want to be part of an excellent team.
• You are interested in the Israeli tech startup scene and want to build relationships in this space.
• You are curious and excited to learn the ins and outs of how banking works.

Job Description

The primary function of the Commercial Portfolio Manager is to work closely with the Relationship Manager and support the growth of the relevant business.

Responsibilities include but are not limited to:

• Assist the Relationship Manager with their customer portfolio.
• Assist Relationship Managers in monetizing on potential opportunities for existing customers, including identifying clients who are potential candidates for specific products/services/loans.
• Partner with Relationship Managers to create prospect list, attend business development meetings, attend networking events and create and manager relationships with Centers of Influence (COI) within the Israeli tech ecosystem.
• Hold conversations with the clients and potentially build and take on a book of business over time.
• Work closely with different teams within the bank including service, credit, treasury solutions and others.
• Maintain commercial banking sales pipeline (Israeli tech clients)
• Partner with Relationship Manager to perform Know You Customer (KYC), review and update information as needed.
• Follow past due payments and overdrafts.

Reports to:

• Group Head (East Coast). Works and supports the Relationship Manger.

Required Skills:

• Speak and read Hebrew fluently.
• Strong level of interpersonal and social skills needed to interact with customers and internal partners. Team player
• Strong personal time management skills. Ability to successfully manage and prioritize a heavy workload, meet deadlines, and maintain a positive attitude.
• Proficient computer skills using Microsoft Word, Excel and Outlook.
• Good analytical skills.
• Strong administrative and organizational skills.
• Business Development orientated and passionate about the tech ecosystem

Required Experience:

• Bachelor's degree.
• 3 years of experience in a customer-oriented role.
• Experience in a commercial bank, or more generally the financial services industry, is preferred.
• Experience in a Tech company is preferred.