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Eastern Bank · 1 day ago

Portfolio Development Officer

Manchester, NH

Full-time

Hybrid

Mid, Senior Level

$78K/yr - $128K/yr

5+ years exp

Eastern Bank is dedicated to supporting its employees and fostering individual growth. The Portfolio Development Officer is responsible for managing relationships with key clients, sourcing and evaluating new banking transactions, and ensuring a positive customer experience.

BankingFinanceFinancial Services

Responsibilities

Manage an assigned portfolio of Business Banking clients to ensure that we are delivery a positive customer experience to meet their expectations

This would include all aspects of customer service, maintenance and responsiveness

Work with and assigned Portfolio Manager to take care of credit requests as well as other key partners in the bank for other types of issues

Source, evaluate and recommend new banking transactions for existing Portfolio Clients for new loan, deposit and cross sell opportunities

Expectations will be to contact the customers twice a year, with one of the contacts being an in person visit

Work with Portfolio Managers to ensure that the maintenance required on loan relationships in the Portfolio is completed in a timely manner

Be the primary contact for the clients both proactive and reactive

Work with Business Banking team to develop referral relationship to funnel larger opportunities for Existing Portfolio clients that are growing as well as larger New to Bank opportunities

Field referrals from existing Portfolio Clients and external Centers of Influence for New to Bank clients inclusive of loans, deposits and cross sell products

Drive new to bank business

Work within the boundaries of the division and bank's policies and procedures

Facilitate the resolution of issues that occur with complex and diverse commercial relationships

Work independently and balance multiple assignments and priorities

Possess strong communication skills, both written and verbal and have the interpersonal skills needed for a positive team environment

Participate in an accelerated learning path around the credit process, including internal analyst courses and regular attendance at credit committee meetings

Structure loan transactions with the feedback of the Credit Delivery Manager or Team Leader and some participation in 3rd party credit courses

Qualification

Banking experienceCredit knowledgeSales skillsPortfolio ManagementCommunication skillsTechnological proficiencyOrganizational skillsWriting skillsInterpersonal skillsProblem-solving