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Portfolio Development Officer II

Company: Eastern Bank
Location: Manchester
Posted on: January 12, 2021

Job Description:

The Portfolio Development Officer II must have the ability to regularly and consistently facilitate the resolution of issues that occur with complex and diverse commercial relationships. The Portfolio Development Officer must have the ability to work independently and to consistently demonstrate the ability to balance multiple assignments and priorities. The Portfolio Development Officer must possess strong communication skills, both written and verbal and have the interpersonal skills needed for a positive team environment.Major Responsibilities include:--- 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. This role will 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. The Portfolio Development Officer will 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. Business Banking Relationship Managers may also source and refer smaller credit opportunities for the Portfolio Development Officer to work on.--- Field referrals from existing Portfolio Clients and external Centers of Influence for New to Bank clients inclusive of loans, deposits and cross sell products. The primary objective of this category would be to drive new to bank business.Education and Experience--- Bachelor's degree or equivalent combination of training and experience--- 5 or more years of banking experienceSkills/Knowledge--- Must have a basic understanding of commercial businesses and banking.--- Demonstrated basic knowledge of credit and sales processes.--- Superior communication, organizational, writing, and interpersonal skills required.--- Strong sales skills in a fast pace environment.--- Must be resourceful and able to search out answers and solutions to complex problems and issues.--- Able to utilize a full range of Portfolio Management responsibilities.--- Technologically proficient.CB2

Keywords: Eastern Bank, Manchester , Portfolio Development Officer II, Other , Manchester, New Hampshire

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