Needham Bank
Relationship Manager, Middle Market
Job Tracking ID :
512272-897347 Job Location : Job Level :
Mid Career Level of Education :
BA/BS Job Type :
Full-Time/Regular Date Updated :
04/30/2025 Years of Experience :
Not Applicable Starting Date :
Invalid Date Salary :
$0 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 prospects with revenues ranging from $5MM-75MM and aggregate lending needs from $1MM to $10MM, in accordance with the Bank's policies and regulations. Present new loan requests and reports (e.g., CARs, Loan Review Responses) to approval authorities. Stay informed about new types of loans and financial services to better meet client needs. Work with clients to identify financial goals and strategies to achieve them. Collaborate with team leaders to resolve loan application issues. Manage and grow a significant existing commercial loan portfolio. Cross-sell other bank products, including deposit and cash management services, to meet ambitious goals. Respond to inquiries from customers and prospects. Coordinate additional banking needs with appropriate bank representatives. Assist in collection and workout activities for troubled assets. Represent the Bank at community events and participate in task forces and committees. Perform additional duties as assigned. Experience and Skills
Job Requirements
Knowledge of financial institution policies and procedures. Strong understanding of commercial lending practices. Familiarity with department resources and support structures. Excellent sales, organizational, communication, and public relations skills. Strong analytical and interpersonal skills. Knowledge of credit and lending policies. Ability to build relationships, adapt to change, multi-task, and work independently. Exceptional customer service skills. Fluent in written and verbal English. Alignment with Needham Bank's core values, including customer focus and integrity. Education & Experience
Bachelor's degree in business, finance, or related field. At least two years of portfolio management experience. Knowledge of banking regulations and laws. Understanding of economic principles, financial markets, and data analysis. Working Conditions/Physical Demands
Standard office environment. Needham Bank offers competitive salary and benefits, including health insurance, 401(k) with match, paid time off, and more. We are committed to diversity and inclusion. We encourage all qualified candidates to apply.
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Job Tracking ID :
512272-897347 Job Location : Job Level :
Mid Career Level of Education :
BA/BS Job Type :
Full-Time/Regular Date Updated :
04/30/2025 Years of Experience :
Not Applicable Starting Date :
Invalid Date Salary :
$0 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 prospects with revenues ranging from $5MM-75MM and aggregate lending needs from $1MM to $10MM, in accordance with the Bank's policies and regulations. Present new loan requests and reports (e.g., CARs, Loan Review Responses) to approval authorities. Stay informed about new types of loans and financial services to better meet client needs. Work with clients to identify financial goals and strategies to achieve them. Collaborate with team leaders to resolve loan application issues. Manage and grow a significant existing commercial loan portfolio. Cross-sell other bank products, including deposit and cash management services, to meet ambitious goals. Respond to inquiries from customers and prospects. Coordinate additional banking needs with appropriate bank representatives. Assist in collection and workout activities for troubled assets. Represent the Bank at community events and participate in task forces and committees. Perform additional duties as assigned. Experience and Skills
Job Requirements
Knowledge of financial institution policies and procedures. Strong understanding of commercial lending practices. Familiarity with department resources and support structures. Excellent sales, organizational, communication, and public relations skills. Strong analytical and interpersonal skills. Knowledge of credit and lending policies. Ability to build relationships, adapt to change, multi-task, and work independently. Exceptional customer service skills. Fluent in written and verbal English. Alignment with Needham Bank's core values, including customer focus and integrity. Education & Experience
Bachelor's degree in business, finance, or related field. At least two years of portfolio management experience. Knowledge of banking regulations and laws. Understanding of economic principles, financial markets, and data analysis. Working Conditions/Physical Demands
Standard office environment. Needham Bank offers competitive salary and benefits, including health insurance, 401(k) with match, paid time off, and more. We are committed to diversity and inclusion. We encourage all qualified candidates to apply.
#J-18808-Ljbffr