Talent.com
Relationship Manager, Middle Market
Relationship Manager, Middle MarketNeedham Bank • Needham, MA, US
No longer accepting applications
Relationship Manager, Middle Market

Relationship Manager, Middle Market

Needham Bank • Needham, MA, US
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Job Description

Job Description

Source, Evaluate, and recommend for approval C&I loans. Actively manage a C&I loan portfolio.

ESSENTIAL DUTIES & RESPONSIBILITIES

  • Initiate and develop relationships with Middle Market C&I customers; actively manage loan requests from application stage to funding.
  • Analyze applicant financial status, credit strength, and supporting evaluations to determine feasibility of granting loans
  • Originate and close new loans to existing customers and pr ospects with revenues ranging from $5MM-75MM and aggregate lending needs ranging from $1MM to $10MM 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
  • Work with clients to identify their financial goals and to find ways of reaching those goals
  • Confer with team leader to aid in resolving commercial loan application problems as necessary
  • Manage and grow a significant existing commercial loan portfolio.
  • Cross-sell other bank products including : deposit products and cash management achieving ambitious goals.
  • Respond to customer and prospect inquiries
  • Coordinate ancillary banking needs (to commercial customers or their end-users) to the appropriate Needham Bank representative
  • 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

JOB REQUIREMENTS

  • knowledge of financial institution policies and procedures
  • Strong knowledge of commercial lending practices and related areas
  • Knowledge of department support structures, resources and personnel
  • Good sales, organizational, communication and public relations skills particularly in working with documentation that requires special handling
  • Strong analytical and interpersonal skills
  • Knowledge of credit and lending policies and procedures
  • Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly self-motivated
  • Superior customer service skills, exceed customers' expectations
  • Fluent written and verbal English communication skills
  • Ability to adhere to Needham Bank's Core Values ( Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing )
  • EDUCATION & EXPERIENCE

  • Bachelor's degree in business, finance or related area
  • Two+ years of portfolio management experience.
  • Educated in banking federal and state regulations and laws
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
  • WORKING CONDITIONS / PHYSICAL DEMANDS

  • Normal business office environment
  • 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.

    Create a job alert for this search

    Relationship Manager • Needham, MA, US

    Related jobs
    Business Banking Relationship Manager I

    Business Banking Relationship Manager I

    USA Jobs • Arlington, MA, US
    Full-time
    At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen rel...Show more
    Last updated: 8 hours ago • Promoted • New!
    Relationship Manager II

    Relationship Manager II

    TIAA • USA, Massachusetts, Boston
    Full-time
    This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises existing client on a wide variety ...Show more
    Last updated: 30+ days ago
    Mid-Market Account Manager

    Mid-Market Account Manager

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Mid-Market Account Manager to drive revenue growth and strengthen customer relationships.Key Responsibilities Manage a portfolio of mid-market customers, driving revenu...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager, Middle Market

    Relationship Manager, Middle Market

    Needham Bank • Needham, MA, United States
    Full-time +1
    Relationship Manager, Middle Market .Source, Evaluate, and recommend for approval C&I loans.Actively manage a C&I loan portfolio. ESSENTIAL DUTIES & RESPONSIBILITIES.Initiate and develop relation...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Woonsocket, RI, US
    Full-time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show more
    Last updated: 16 days ago • Promoted
    B2B Media Sales Manager

    B2B Media Sales Manager

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Web3 Media Sales Manager (B2B) to develop and execute strategic sales plans.Key Responsibilities Identify and attract high-potential web3, blockchain, and crypto compan...Show more
    Last updated: 30+ days ago • Promoted
    Mid Market Sales Manager

    Mid Market Sales Manager

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Sales Manager, Mid Market to lead a team of Account Executives and drive sales performance.Key Responsibilities Translate company strategy into team objectives and acti...Show more
    Last updated: 3 days ago • Promoted
    Managing Director, Relationship Manager, Middle Market

    Managing Director, Relationship Manager, Middle Market

    Webster Bank • Boston, MA, US
    Full-time
    If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Relationship Manager to develop and maintain effective client relationships.Key Responsibilities Develop and maintain relationships within an existing customer portfoli...Show more
    Last updated: 30+ days ago • Promoted
    Market Financial Center Manager - Middlesex Market

    Market Financial Center Manager - Middlesex Market

    Bank of America • Westford, MA, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show more
    Last updated: 30+ days ago • Promoted
    Business Banking Relationship Manager III

    Business Banking Relationship Manager III

    Massachusetts Staffing • Wakefield, MA, US
    Full-time
    Business Banking Representative.At Eastern Bank, we understand the financial concerns of small businesses.That's why we offer a variety of products and financing solutions designed specifically for...Show more
    Last updated: 3 days ago • Promoted
    NMLS Licensed Wholesale Mortgage Manager

    NMLS Licensed Wholesale Mortgage Manager

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Wholesale Mortgage Sales Manager to lead a team of Account Managers and drive success in the wholesale mortgage channel. Key Responsibilities Lead and coach a team of Ac...Show more
    Last updated: 3 days ago • Promoted
    Relationship Banker - Middleton Area

    Relationship Banker - Middleton Area

    JPMorgan Chase • Middleton, MA, US
    Full-time
    You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face of Chase to our retail branch customer...Show more
    Last updated: 30+ days ago • Promoted
    ETF Relationship Manager

    ETF Relationship Manager

    Massachusetts Staffing • Boston, MA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 3 days ago • Promoted
    Customer Relationship Advocate Career Development Experience- Merrimack, NH

    Customer Relationship Advocate Career Development Experience- Merrimack, NH

    Fidelity Investments • Marlborough, MA, US
    Full-time
    Join our team of Customer Relationship Advocates (CRA).This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training....Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Manager

    Client Relationship Manager

    VirtualVocations • Lowell, Massachusetts, United States
    Full-time
    A company is looking for a Client Relationship Manager responsible for fostering relationships with key clients in the biotech and pharmaceutical sectors. Key Responsibilities Build and maintain s...Show more
    Last updated: 30+ days ago • Promoted
    Business Banking Relationship Manager II

    Business Banking Relationship Manager II

    Citizens Financial Group • Westwood, MA, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Show more
    Last updated: 30+ days ago • Promoted
    Global Relationship Management, MD

    Global Relationship Management, MD

    State Street • Boston, MA, US
    Full-time
    The Relationship Management area is responsible for developing and improving the relationship with State Street's current clients in order to understand their needs and propose appropriate solution...Show more
    Last updated: 30+ days ago • Promoted