- Eastern Bank (Lynn, MA)
- …and Proactive Relationship Management objectives. This role serves as a Portfolio Manager to the entirety of Treasury Services portfolio clients, ... , this role provides day-to-day support to the RM-managed portfolio of Treasury Services clients, ensuring consistent...also contribute to enterprise-wide projects and support both the Treasury Services Manager & Client … more
- Eastern Bank (Boston, MA)
- The Treasury Services Analyst II candidate would manage both onboarding new customers and provide continuing support to guarantee an excellent customer experience. ... in cross-functional projects focused on enhancing and improving current Treasury product and service offerings. **Major Responsibilities:** * Onboarding new… more
- Bank of America (Boston, MA)
- Treasury Sales Officer - Transformative Technology Group (Mid-Market) Boston, Massachusetts **Job Description:** Don't miss this opportunity to join the ... Transformative Technology Group's fast paced, high growth, and internationally focused Treasury and Payments team! At Bank of America, we are guided by a common… more
- Citizens (Boston, MA)
- …and strategic insights to help them get there. As the Commercial Real Estate (CRE) Portfolio Manager II within our Data Center platform, you will be responsible ... to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support for an assigned… more
- Citizens (Boston, MA)
- …Internet, Industrial Tech/Hardware, Semiconductors, IT Services, Cybersecurity, and Digital Assets. The Portfolio Manager II is responsible for credit and risk ... Versed in legal documentation and ability to negotiate and close loans + Regular client interaction to support and complement Relationship Manager both for new… more
- Huntington National Bank (Boston, MA)
- …+ Underwrites quality, portfolio administration, and credit quality of assigned portfolio working directly with the Segment Risk Manager , Sr and Segment ... Description Credit Portfolio Risk Analyst Summary: The Credit Portfolio...requests for prospects and clients. Possesses a mastery of client and industry expertise, analyzes company performance and the… more
- Eastern Bank (Lynn, MA)
- …and the most expedient way to accomplish the tasks. This individual will work with the Treasury Client Delivery Manager , Relationship Manager & TS Sales ... Proactive Relationship Management (PRM) initiatives and ensure an ongoing positive client experience. **Major Responsibilities:** + Support a portfolio of… more
- Bank of America (Burlington, MA)
- …and services in order to identify cross-selling opportunities and increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of ... including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury … more
- UMB Bank (Boston, MA)
- …of our commercial Agricultural portfolio . The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card ... change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and...time:** + You will build your own commercial loan portfolio , by prospecting for new Agricultural business. + You… more
- Bank of America (Boston, MA)
- …impact. Join us! **Job Description:** This job is responsible for managing a portfolio of middle market and business banking clients and working directly with ... and maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure. The CO leverages product expertise to… more
- Deloitte (Boston, MA)
- …Certification + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile ... brainstorming sessions (internal and with clients), including with non-tax stakeholders (eg, treasury , accounting, legal) The Team The Global Strategies Group is a… more