- Wells Fargo (Providence, RI)
- **About this role:** Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the ... as well as external customers **Required Qualifications:** + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated… more
- Berkshire Bank (Worcester, MA)
- …+ Interacts with internal partners under the direction of the RM + Provides mentorship to Commercial Portfolio Manager I and IIs and Portfolio and ... of a defined portfolio of existing Middle Market (C&I) customers, and/or Commercial Real Estate (CRE) customers, and/or Business Banking customers with more… more
- Citizens (Johnston, RI)
- …10+ years of experience and exhibited competency in various aspects of commercial lending / portfolio management including financial analysis and credit ... Description As the Business Banking Operations Underwriter PM IV (UW IV), you...superior level of knowledge of financial analytical, loan structuring, commercial products, credit, risk and administration practices and processes.… more
- Robert Half Finance & Accounting (Needham, MA)
- Description We are looking for an experienced Commercial Portfolio Manager to join client's team in the Greater Boston area. In this role, you will oversee ... the growth and management of a Commercial & Industrial (C& I) portfolio , ensuring...portfolio , ensuring effective client relationships and adherence to banking policies. This position offers an opportunity to collaborate… more
- Needham Bank (Needham, MA)
- Job Descriptions: Responsible for ongoing portfolio management in the C&I Lending area as well as managing and growing a portfolio of C&I clients with loan and ... Support the growth and development of an assigned C&I portfolio , effectively managing clients with loan and non-loan products...Bank's loan policy and procedures and state and federal banking regulations + Recommend appropriate loan risk rating +… more
- Citizens (Johnston, RI)
- …dollars. + Understand the client needs, provide value added solutions, manage a portfolio of existing customers and drive new commercial customer relationships. ... Sales training in your initial four-week orientation and a commercial credit training program to insure you're prepared to...and experience, required. + 2+ years in a Business Banking Relationship Manager role or related business… more
- Eastern Bank (Sharon, MA)
- …years of sales and management experience Must have a basic understanding of commercial businesses and banking Demonstrated basic knowledge of credit with some ... for business' with sales less than $10MM. Our Business Banking Group is a team of banking ...but are not limited to the following:** Develop a portfolio of customers, prospects and Centers of Influence (COIs)… more
- Berkshire Bank (Worcester, MA)
- Division: Retail Banking Department: My Banker Reports to: VP, MyBanker Portfolio Manager Status: Exempt Grade: 9 Pay range: $52,000 - $87,568 Actual ... high value banking clients and assists with opening of accounts, portfolio management and administrative functions. Develops and maintains in depth knowledge of… more
- Citizens (Johnston, RI)
- …applying independent judgment to assess creditworthiness and risk ratings. + Portfolio Management: Experience managing business banking portfolios, including ... to oversee financial analysis and modeling, risk evaluation, and ongoing portfolio maintenance activities. Lastly, you will provide client support for assigned… more
- UMB Bank (Providence, RI)
- …of business, UMB's bottom line is directly impacted by the growth of our commercial Agricultural portfolio . The team consists of Portfolio Managers, ... change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and...spend your time:** + You will build your own commercial loan portfolio , by prospecting for new… more
- Citizens (Johnston, RI)
- …structures and/or collateral structures. + Consistently adheres to all Service Level Agreements. Portfolio Manager IV + Assume the responsibility to protect and ... and exhibited high degree of technical competency in various aspects of commercial lending / portfolio management. + Exhibit comprehensive written and verbal… more
- TD Bank (Worcester, MA)
- …specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Account Manager III is an internal sales role ... Manager III is the primary contact for a portfolio of relationships, and the secondary client contact for.... **Depth & Scope:** + Administers and monitors largest portfolio of most complex commercial loans; Manages… more
- Needham Bank (Needham, MA)
- …loan application problems as necessary + Manage and grow a significant existing commercial loan portfolio . + Cross-sell other bank products including: deposit ... Respond to customer and prospect inquiries + Coordinate ancillary banking needs (to commercial customers or their...business, finance or related area + Two+ years of portfolio management experience. + Educated in banking … more
- Citizens (Johnston, RI)
- …a First Line Risk Senior Manager supporting the Treasury Solutions division in Commercial Banking , you will represent the First Line of Defense and identify ... and mitigate potential risks within the Commercial digital and access channels. This role focuses on...assessing, and mitigating technology and operational risks across a portfolio of digital products and services, including APIs, file… more
- Berkshire Bank (Worcester, MA)
- …external visibility with other lines of business within the organization including Commercial Lending, Retail Banking , Mortgage Lending, Insurance, and Wealth ... + Provides full-service banking to high value clients and oversees a portfolio of simple and/or packaged product account relationships. + Consults with new and… more
- Bank of America (Providence, RI)
- …is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, ... well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk… more
- Huntington National Bank (Westwood, MA)
- …Basic Qualifications: + Minimum 5 years' experience in relationship management in commercial banking , leasing industry, or technology sales + Bachelor's degree ... Description Summary: The National Account Manager markets and manages highly specialized lease relationships....benefits of leasing. + Organizes and manages a large portfolio within a region or territory to generate the… more
- UMB Bank (Providence, RI)
- …manner. + Work with team members in loan operations, credit analysis, regional commercial banking , business banking , special asset management group, loan ... of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new...accounting, finance or related fields + 5+ years of commercial banking (including specific CRE) experience including… more
- TD Bank (Worcester, MA)
- …The Credit Management Associate III provides ongoing support to an assigned commercial customer account portfolio within Credit Management . The Associate ... others. **Depth & Scope:** + Manages an assigned account portfolio for new and existing commercial customers...experience and build capabilities to shape the future of banking . Whether you've got years of banking … more
- Bank of America (Providence, RI)
- …Group (SAG) Corp/Comm Senior Portfolio Officer is responsible for managing a portfolio of problem commercial credit exposures, with an emphasis on the most ... and retention of existing client relationships. **Responsibilities:** * Manage a portfolio of high-risk/criticized or distressed commercial loans. * Develop… more