- Wells Fargo (Boston, MA)
- **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
- Citizens (Westwood, MA)
- …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
- Wells Fargo (Boston, MA)
- **202** **6** **Wells Fargo Commercial Banking Early Career Development Program** **About this role:** Wells Fargo is seeking talent to join the 2026 ... Commercial Banking Early Career Development Program. Learn...be prepared for a multitude of roles, including Relationship Manager , Business Development Officer, Portfolio Manager… 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
- TD Bank (Boston, MA)
- …information for portfolio management purposes and other ad hoc asks. Commercial Banking is offering **in-person** internship opportunities in the following: ... Summer Intern embodies TD's Shared Commitments and customer-focused culture. ** Commercial Banking ** TD Commercial ...have regular career, development, and performance conversations with your manager , as well as access to an online learning… 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)
- 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 nurture new private banking relationships. Maintains a portfolio of the bank's top clients… 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
- 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)
- …at Citizens Bank's culture and exposure into one of the many commercial banking business lines through project-based assignments, learning curriculum, ... and development program and start to your career in Commercial Banking . The Corporate Banking ...be paired with a high-performing coverage support team member ( Portfolio Manager or Analyst) who will be… 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
- Philips (Cambridge, MA)
- As a **Philips Capital Risk & Portfolio Manager ** , you'll play a senior role in close cooperation with the Philips Capital Market organization, taking ownership ... alignment with Philips' risk-return criteria. Collaborate with finance, legal, and commercial teams to guide due diligence, negotiate terms, and support strategic… more
- KeyBank (Boston, MA)
- …Financial Advisor and Business Partner to clients with complex needs; functions as the Commercial Banking client "expert" and the primary contact for most client ... Massachusetts 02110 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a… 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 ... ** Commercial RM III (CRE - DM)** **Responsibilities include,...with legal counsel to facilitate documentation of credit facilities. Portfolio Management + Maintain awareness of maturating credits, overdue… 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 ... products and services to customers and prospects including Treasury Services, commercial insurance and deposit products. **Credit Underwriting** + Review existing… more
- Citizens (Westwood, MA)
- …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
- Eastern Bank (Boston, MA)
- …underwriting abilities, including 10 plus years experience in Asset Based Lending or Commercial Banking Experience + Formal bank credit training preferred. + ... financial information reporting; etc, which could affect the status of the commercial relationships and take appropriate action with Portfolio Managers to… more
- Citizens (Boston, MA)
- …long-term client loyalty. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. ... policy, lending origination systems, and regulatory requirements involved in or commercial real estate/multi-family lending and C&I/business banking lending.… more