- Berkshire Bank (Boston, MA)
- …conditions consistent with approvals. + Portfolio Management: Has good working relationship with Portfolio Managers, Commercial Loan Administrators, and Credit ... Division: Commercial Department: Mid Mkt Reports to: SVP, ...and cross sells bank products. Has a good working relationship with all product partners. + New Business Development:… more
- Eastern Bank (Boston, MA)
- The Relationship Manager (RM) II is comfortable making solo sales calls and negotiating / outlining terms with clients. RM II is largely self sufficient with ... ability to handle multiple transactions simultaneously. Should work with Portfolio Manager (PM) (guiding as appropriate) to ensure solid portfolio management. RM II… more
- Eastern Bank (Wakefield, MA)
- …products and services to customers and prospects including Treasury Services, commercial insurance and deposit products. **Credit Underwriting** + Review existing ... financial information reporting; etc, which could affect the status of the commercial relationships and take appropriate action. + Work with Portfolio Managers to… more
- M&T Bank (Boston, MA)
- …their businesses and requirements, evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the ... and Experience Preferred:** General knowledge of banking and the Bank's various commercial fee based products. Applied knowledge of Bank policies and procedures. M&T… more
- Bank of America (Boston, MA)
- Sr. Relationship Manager - Global Commercial Banking - Restaurant Group (Boston/Dallas/Chicago/Los Angeles/Richmond/Scottsdale) Boston, ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Sr- Relationship - Manager Global- Commercial -Banking Restaurant-Group--Boston-Dallas-Chicago-Los-Angeles-Richmond-Scottsdale-\_25045277-1) **Job… more
- Citigroup (Boston, MA)
- Seeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi's Commercial Bank (CCB). Target market includes companies in the ... + Bachelor's/University degree, Masters degree preferred **Job Family Group:** Commercial and Business Sales **Job Family:** Relationship Management… more
- Citigroup (Boston, MA)
- …+ Bachelor's/University degree, Masters degree preferred **Job Family Group:** Commercial and Business Sales **Job Family:** Relationship Management ... This is a Commercial Banker position on the Software coverage team,...meet clients' individual needs + Works closely with Case Manager on the on-boarding and retention of clients, ensuring… more
- M&T Bank (Boston, MA)
- …their businesses and requirements, evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the ... to service clients. **Supervisory/ Managerial Responsibilities:** May coach/mentor junior relationship managers. **Education and Experience Required:** Bachelors Degree or… more
- NBT Bank (Pittsfield, MA)
- …relationships. Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers ... and adherence to Bank policy as well as Federal/State regulations affecting Commercial Lending. + 25% Evaluates loan applications and makes recommendations to higher… more
- Needham Bank (Wellesley, MA)
- Job Descriptions: Evaluate, authorize or recommend approval of commercial loans. Advise borrowers on financial status and methods of payments. Coordinate the entire ... banking relationship for clients and prospects. ESSENTIAL DUTIES & RESPONSIBILITIES...+ Work closely with teams on new and existing commercial loan real estate requests + Meet with applicants… more
- Berkshire Bank (Pittsfield, MA)
- …Coordinates any necessary changes prior to closing. Primary liaison with bank counsel and Commercial Relationship Manager . 35% + Assists in loan closings, ... Commercial Department: Loan Documentation & Servicing Reports to: FVP, Commercial Loan Documentation Manager Status: Non-Exempt Grade: 8 Salary Range:… more
- UMB Bank (Boston, MA)
- ** COMMERCIAL RELATIONSHIP SPECIALIST-FRANCHISE FINANCE & HEALTHCARE** At UMB Bank, the Commercial Relationship Specialist provides a highly skilled level ... of support to Relationship Managers and Clients within Commercial Banking...with customers and internal partners. **Primary Responsibilities** + Assist Relationship Manager (s) by performing daily support activities… more
- Main Street Bank (Marlborough, MA)
- …Experienced Position Type Full Time Category Admin - Clerical Description Title: Commercial Loan Portfolio Manager FLSA Status: Exempt Employment Status: Full ... SVP Commercial Lending Team Leader , the Commercial Loan Portfolio Manager will be responsible...level of knowledge and expertise in business banking and relationship sales. + Solid background in financial institution operating… more
- Berkshire Bank (Worcester, MA)
- …both internally and externally. Key Accountabilities: Portfolio Size/Composition + Assists multiple Relationship Manager (s) (RM) with the management of a defined ... to mitigate risk to the bank + Solid working relationship with commercial lending group to ensure...the direction of the RM + Provides mentorship to Commercial Portfolio Manager I and IIs and… more
- City National Bank (Boston, MA)
- * RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and… more
- M&T Bank (Danvers, MA)
- **Overview** **RMSP:** ** Relationship Manager Sales Training Program** A six-month hybrid program that consists of 2-3 weekly virtual sessions and travel (25%) ... essential topics and skills related to the Business Banking Relationship Manager role. The training is targeted...training. + Will learn about the credit culture and commercial underwriting process while developing and refining relationship… more
- Wells Fargo (Boston, MA)
- …our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. ** Commercial Real Estate (CRE)** provides a ... **About this role:** Wells Fargo is seeking a Vice President-Lead Commercial Real Estate Portfolio Manager - Tax Credit Portfolio Manager to manage a… more
- Robert Half Finance & Accounting (Needham, MA)
- Description We are looking for a skilled Commercial Portfolio Manager specializing in Commercial and Industrial (C& I) lending to join our client in Metro ... make sound judgments and decisions. * Familiarity with portfolio management and relationship -building strategies in commercial banking. Robert Half is the… more
- Citizens (Boston, MA)
- …long-term financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex ... of education and experience, required. + 2+ years in a Business Banking Relationship Manager role or related business lending experience preferred. + Business… more
- Eastern Bank (Boston, MA)
- …**Acquires and develops new high net worth relationships, both personal and commercial , to offer full array of financial services. Develops new client relationships ... and wealth management services including banking services, residential and commercial lending, cash management, and wealth management. Oversees general… more