via Isolved
$NaNK - NaNK a year
Manage a portfolio of business clients, conduct proactive check-ins, identify financial needs, and ensure excellent service throughout the loan lifecycle.
Experience in commercial banking, credit analysis, client relationship management, and mentoring junior staff.
Waukesha State Bank is seeking a skilled and relationship-focused Senior Portfolio Manager to join our Commercial Banking Team. In this pivotal role, you'll serve as a trusted advisor to a diverse portfolio of business clients-ranging from small enterprises to large, complex organizations across multiple industries. You'll conduct proactive check-ins, identify future needs, cross-sell meaningful financial solutions, and ensure a smooth experience throughout the loan lifecycle, from renewals to new loan processing. Acting as a salesperson, analyst, and advocate, you'll play a vital role in helping local businesses thrive while strengthening WSB's presence in the community. As a Senior Portfolio Manager, you'll independently oversee portfolio credit quality, respond quickly to emerging risks, prepare or partner on credit presentations, and collaborate closely with internal teams to deliver timely, accurate, and professional service. You'll be the primary point of contact for your customers, ensuring their satisfaction and retention while also mentoring junior banking staff and supporting the Bank's ongoing commitment to excellence. This role is ideal for an experienced commercial banking professional who thrives in a fast-paced, relationship-driven environment and is excited to grow with one of the area's strongest community banks. Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen. EOE Disability/Vet
This job posting was last updated on 12/12/2025