- Wells Fargo (Boston, MA)
- **About this role:** Wells Fargo is seeking a Commercial Banking Portfolio Manager for Investment Real Estate clients and prospects 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
- 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
- Main Street Bank (Marlborough, MA)
- Commercial Loan Portfolio Manager Job Details Level Experienced Job Location Headquarters - Marlborough, MA Remote Type Hybrid Position Type Full Time Salary ... Range $85000.00 - $115000.00 Salary/year Job Category Admin - Clerical Description Title: Commercial Loan Portfolio Manager FLSA Status: Exempt Employment… more
- UMB Bank (Boston, MA)
- ** Commercial Portfolio Manager II-Food, Beverage & Agribusiness** **SUMMARY** This role is responsible for assisting Food, Beverage & Agribusiness loan ... officers in the portfolio management activities (generally large and moderately complex loans)....loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting… more
- Wells Fargo (Boston, MA)
- …corporations. Wells Fargo is seeking an Associate Tax Credit Asset Manager ( Commercial Real Estate Portfolio Manager ) within the Corporate & Investment ... Estate (CRE** ) provides a fully integrated platform of banking , financing, and capital markets solutions to commercial...**In this role, you will:** + Manage a small portfolio of investments in real estate partnerships and/or fund… more
- Robert Half Finance & Accounting (Needham, MA)
- Description Seeking a highly driven Portfolio Manager to oversee the ongoing portfolio management of C& I Lending clients, ensuring the growth of a robust ... activities. Requirements Qualifications: + 4+ years of experience in banking credit roles or currently managing a portfolio... banking credit roles or currently managing a portfolio + Ideal candidate is coming from Small Business,… 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
- Eastern Bank (Boston, MA)
- …with this job posting for additional information_ Responsible for growth of the private banking portfolio and servicing of private banking clients. Actively ... collaborates with internal business partners (wealth, commercial , business banking , retail) to identify and...banking , retail) to identify and nurture new private banking relationships. Maintains a portfolio of the… more
- Citizens (Westwood, MA)
- …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
- Citizens (Westwood, MA)
- …+ Manage, acquire and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of five million ... Certifications and/or Other Professional Credentials + 4+ years in upper Business Banking /Lower Middle Market experience + Completion of Commercial Credit… more
- Berkshire Bank (Boston, MA)
- …Economics or Finance, or equivalent financial experience Experience: + 7+ years of Commercial Banking and/or related experience Skills & Knowledge: + Strong ... oversight, and collaboration across internal business lines. The individual manages a portfolio of commercial customers with annual revenues typically ranging… 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
- Liberty Bank (Boston, MA)
- …age, protected veteran or disabled status, or genetic information. Job Details Job Family Commercial Banking Job Function Manager Pay Type Salary Hiring Min ... future through initiatives and investment. SUMMARY OF THE JOB : The Portfolio Manager is responsible for managing assigned relationships in the portfolio … more
- JPMorgan Chase (Boston, MA)
- …to work closely with our most senior leaders across the business. As a Portfolio Manager within The AI in Operations Transformation Office, you will own ... impact. **Job responsibilities:** + Own the AI in Operations portfolio management process end to end including the intake...in investment banking , consumer and small business banking , commercial banking , financial transaction… more
- Citizens (Boston, MA)
- …the tools, data, and strategic insights to help them get there. As a Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, ... and portfolio management of new and existing commercial banking relationships to ensure strong credit...+ Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager ,… more
- UMB Bank (Boston, MA)
- …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
- Eastern Bank (Boston, MA)
- …including 5 plus years experience in commercial real estate analysis and/or commercial banking . + Formal bank credit training preferred. + Familiarity with ... description of benefits included with this job posting for additional information._ ** Commercial RM III (CRE - DM)** **Responsibilities include, but are not limited… more
- M&T Bank (Boston, MA)
- …Bachelors Degree or four years relevant experience. Minimum of seven years commercial portfolio management experience. Financial analysis and knowledge of ... **Overview:** Responsible for an assigned portfolio of the most complex and or large...banking credit principals. General knowledge of banking and the Bank's various commercial fee… more