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Tri Counties Bank

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Middle Market Commercial Real Estate Senior Portfolio Manager

Walnut Creek, CA, United StatesFull-timeSeniorPosted Oct 23, 2026

Job description

POSITION SUMMARY

Responsible for the growth and retention of assigned portfolio clients and collaborating with Commercial Banking Regional Manager to deepen, retain and grow portfolio relationships. Through the cross-selling of the bank’s products, services and forward-looking business planning to develop robust relationship service plans. Additional responsibilities will include the facilitation of comprehensive analysis that evaluates credit facilities in assigned portfolio to generate income and maximize ROA. MAJOR RESPONSIBILITIES: • Serve as primary contact for assigned Commercial or Business complex relationships across the Banks’ footprint, to proactively retain and expand through regular contact.

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