Small Business Relationship Manager

Small Business Relationship Manager

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Job Tracking ID : 512272-904216

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Job Location :

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Job Level : Any

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Level of Education :

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Job Type : Full-Time / Regular

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Date Updated : 11 / 18 / 2025

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Years of Experience : Not Applicable

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Starting Date : Invalid Date

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Salary : $0

Job Description

Evaluate, authorize or recommend approval of commercial loans. Advise borrowers on financial status and methods of payments.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Assist Department in developing relationships that are creditworthy, deposit rich and aligned with the Bank's strategic goals.
• Mentor and work closely with less experienced team members in order to continue their professional development
• Provide technical assistance to customers and prospects in order to assist them through their application process
• Meet with applicants to obtain information for loan applications and to answer questions about the process
• Analyze applicant financial status, credit and property evaluations to determine feasibility of granting loans
• Originate and close new loans to existing customers and prospects consistent with the Bank's loan policies and state and federal regulations
• Present new loan requests and other reports as necessary (i.e. : CARs, Loan Review Responses) to the appropriate approval authorities within the Bank
• Stay abreast of new types of loans and other financial services and products to better meet clients' needs
• Submit applications to credit analysts for verification and recommendation
• Work with clients to identify their financial goals and to find ways of reaching those goals
• Work with Director to aid in resolving commercial loan application problems as necessary
• Manage and grow an existing commercial loan portfolio.
• Cross-sell other bank products including : deposit products, cash management, merchant services and wealth management
• Quickly respond to customer and prospect inquiries and assist customers through the application process
• Work with the Bank's residential and commercial real estate groups in referring new business
• Assist in the collection / work out activities with troubled / non-performing assets
• Represent the Bank at various community functions
• Participate on Bank task forces and committees as assigned
• Perform additional duties as requested, needed or assigned

Experience and Skills

JOB REQUIREMENTS

EDUCATION & EXPERIENCE

WORKING CONDITIONS / PHYSICAL DEMANDS

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

Pay Range : $100,379.70 - $140.531.58

The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting.

Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity / Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

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