- Citizens (Westwood, MA)
- Description The Business Banking Portfolio Manager IV (PM IV) position is responsible for effective credit administration with particular emphasis on ... credit policy and requirements, financial analysis/modeling, risk evaluation, and on-going portfolio maintenance activities. The PM IV is responsible for ensuring… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: Corporate Banking Portfolio Manager Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and ... a strong commitment to diversity and inclusion. The Corporate Banking Portfolio Manager , under the...Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based… more
- CIBC (Boston, MA)
- …and ensure all metrics are reported for tracking and analysis. + Ensure banking portfolio responsibilities are completed including portfolio reviews, ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Regional Manager , East Region, will be responsible… more
- M&T Bank (Worcester, MA)
- …bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service existing business banking client base. ... portfolio of loan and deposit relationships with small business clients. Solicit new business ; manage risk...40 relationship managed clients. + Actively participate in all business banking and retail sales sprints. Achieve… more
- Citizens (North Reading, MA)
- …degree or equivalent combination of education and experience, required. + 2+ years in a Business Banking Relationship Manager role or related business ... and drive new commercial customer relationships. + Partner effectively with an award-winning business banking team offering a wide array of product solutions… more
- M&T Bank (Worcester, MA)
- …with MS Office software. **Education and Experience Preferred** Masters of Business Administration. Previous experience in banking or financial services. ... **Overview:** **RMSP: Relationship Manager Sales Training Program.** The training is targeted...the bank. Eventually, successful trainees will be assigned a portfolio as well as sales goals and expectations. **Education… more
- Bank of America (Boston, MA)
- Sr. Relationship Manager - Global Commercial Banking - For Profit Healthcare Group (Boston) Boston, Massachusetts **Job Description:** At Bank of America, we are ... manage portfolio . + Proven track record of prospecting new business and enhancing existing relationships. + Professional proven sales skills and experience,… more
- Bank of America (Boston, MA)
- Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Boston Boston, Massachusetts **Job Description:** At Bank of ... the power to make a difference. Join us! **Job Summary:** The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which… more
- JPMorgan Chase (Boston, MA)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... group. In this role as a commercial banker, you will be the primary relationship manager for a portfolio of accounts and will work both independently, and as… more
- Middlesex Savings (Westborough, MA)
- …Officers to interact regularly with assigned customers to stay abreast of their banking needs, business strategy and operating performance in order to provide ... **Overview** The incumbent provides superior portfolio management for a moderate size commercial loan...superior banking service; and (ii) ensuring required financial information is… more
- Needham Bank (Needham, MA)
- …tax returns is preferable + Strong knowledge of Federal and State banking regulations WORKING CONDITIONS/PHYSICAL DEMANDS + Normal business office environment ... Job Descriptions: Responsible for ongoing portfolio management in the C&I Lending area as... of C&I clients with loan and non-loan related business . ESSENTIAL DUTIES & RESPONSIBILITIES + Support the growth… more
- M&T Bank (Boston, MA)
- …trends, and other pertinent credit issues. + Liaison between Commercial Banking Relationship Managers and the Underwriting Team for facilitating credit needs ... to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and...thorough understanding of the client / prospect and their business in order to effectively assist in annual reviews,… more
- M&T Bank (Boston, MA)
- …segment. On a daily basis, interacts with senior management of the Credit, Business Banking and Commercial Banking Divisions regarding ongoing monitoring ... teams on credit policy. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management… more
- M&T Bank (Boston, MA)
- …of the loan to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and prepare financial models designed ... RMs to gain a thorough understanding of the client/prospect and their business to effectively analyze and underwrite the proposed transaction. Based on underwriting… more
- Cambridge Savings Bank (Waltham, MA)
- …timely and accurate credit/loan files maintenance. Additionally, the Commercial Lending Portfolio Manager oversees the financial reporting exception process, ... POSITION: Commercial Lending Portfolio Administrator Summary: At Cambridge Savings Bank, our...Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based… more
- JPMorgan Chase (Somerville, MA)
- …you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and managing a portfolio of large ... relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40 business clients and... business clients by providing comprehensive and customized business banking solutions tailored to the financial… more
- Federal Reserve Bank (Boston, MA)
- …of Boston Exam Manager 2 **Description of Role:** The Large and Foreign Banking Organization (LFBO) portfolio consists of US firms with total assets of $100 ... or more that are not GSIBs and all foreign banking organizations (FBOs) operating in the US regardless of...US regardless of size. Supervision of entities in this portfolio is conducted by a combination of local and… more
- TD Bank (Boston, MA)
- …Code of Conduct + Works alongside other business lines including Wealth and Business Banking to stay abreast of emerging trends in the market, support ... Massachusetts, United States of America **Hours:** 40 **Line of Business :** Personal & Commercial Banking **Pay Detail:**...contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio… more
- Citizens (Westwood, MA)
- …Development Manager will serve as a key strategic leader within the business banking organization, focusing on translating business strategies into ... actively lead the team of Credit Product Managers in Business banking who partner with Market Managers,...a culture of mentorship, the Credit and Colleague Development Manager will drive stronger business performance and… more
- Banc of California (Boston, MA)
- …(the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services ... organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of...more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Client Manager is responsible for owning all aspects of client… more