VP Commercial Banking Portfolio Manager Team Leader

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:

• American Banker Best Banks to Work For in 2021, 2022, and 2023
• Top Workplaces USA national award in 2022, 2023, and 2024
• Newsweek's America's Best Banks 2023, and 2024
• Newsweek's America's Greatest Workplaces for Women 2025
• U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Job Purpose:

This position is responsible for the supervision and leadership of a team of Portfolio Managers (PMs). Will coach and train PMs, balance workload amongst the team, provide role clarity, and ensure that job functions are performed consistently across the company. Will work to improve work streams, procedures, and policies to continuously enhance efficiency and productivity among the PM Team.

Depending on workload and staffing levels, this position could also provide direct support to one or more Commercial Bankers. Duties include managing the day-to-day responsibilities of the portfolios, assisting in new business development efforts, facilitating and monitoring the Commercial Loan Process from inception to loan closing, acting as a liaison with the other departments and interacting with clients directly to improve the overall client experience.

Job Duties:

• Responsible for the supervision and leadership of a team of Portfolio Managers. Duties include recruiting, hiring, training, performance monitoring, and overall management of employees.
• Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable.
• Achieve individual and team goals within defined timelines, as well as define and implement measurement of acceptable staff performance.

• Establish and maintain an efficient and productive working environment within the team based on continuous and effective staff communication.
• Responsible for creating agendas and conducting regular staff meetings/training sessions/coaching sessions to provide positive feedback with actionable items to ensure individual and group success. Lead associates in the Peoples way and culture.
• Will work to improve work streams, procedures, and policies to continuously enhance efficiency and productivity amongst the PM Team.
• Monitors workflow to ensure timely completion of responsibilities.
• Support the Commercial Bankers prospecting efforts by identifying potential targets and contacts using third party B2B and social media platforms, providing industry research and facilitating marking campaigns.

• Interact with clients and external contacts including accountants, attorneys, consultants and title agencies to facilitate the lending, credit and risk management process.
• Assist with the design and preparation of client and prospect presentation materials.
• Identify cross sell opportunities in the existing portfolio and initiate partner introductions.
• Finalize loan structures with the Commercial Bankers and initiate the credit process in the loan origination system.
• Proactively review the portfolio for maturing loans to ensure renewals and extensions are processed on a timely basis.
• Work with the Credit Underwriters to ensure the credit memos are complete and thorough.
• Review loan documentation to ensure consistency with the credit approval and resolve any changes and or modifications with the Closing Coordinator.
• Facilitate loan closings in conjunction with and on behalf of the Commercial Banker.
• Act as a liaison with the Portfolio Monitoring Group to ensure the timely receipt of financial statements, tax returns, borrowing bases and covenant calculations.
• Provide ongoing monitoring of the customer base for performance trends and covenant compliance. Notify the Commercial Banker of any deterioration noted in performance or covenants on a timely basis.
• Assist in the preparation and presentation of the portfolios quarterly client reviews.
• Collaborate with the Commercial Client Advisor Team to ensure past due payments, customer inquiries and service issues are resolved.
• Will complete special projects as assigned.

Education, Experience and Job Skills:

• Bachelor's degree in accounting or finance or equivalent work experience.
• 5+ years of experience in commercial lending and/or underwriting or equivalent experience, preferably in the financial services industry.
• Strong interpersonal skills with emphasis on relationship building both internally and with clients and prospects.
• Strong analytical, organizational and critical thinking skills.
• Team oriented with the ability to manage multiple priorities.
• Proficient with technology and ability to learn new applications.

Basic Qualifications:

• Bachelor's degree in accounting or finance or equivalent work experience.
• 5+ years of experience in commercial lending and/or underwriting or equivalent experience, preferably in the financial services industry.

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries.