Eastern Bank

Account Manager

• Develop a portfolio of customers, prospects and Centers of Influence (COIs) through networking and other business development efforts.
• Sell bank products to new and existing customers.
• Partner with assigned branches for cross sale opportunities and customer relationship management.
• Manage relationships externally with key Community Partners to leverage programs, tools and resources to assist BB customers.
• Source, evaluate and recommend new BB banking opportunities for loan and deposit relationships.
• Manage a portfolio of BB clients to minimize risk for the bank, cross sell to the book of business and create a positive customer experience.
• Coordinate calling and relationships management activities with multiple internal business partners.
• Conduct preliminary underwriting and structure of credit requests.
• Maintain internal Bank contact management system including full history.

Business Banking Relationship Manager III

• Lead business development efforts identifying appropriate prospects and make personal calls on current and prospective customers under the direction of a Team Leader.
• Take a leadership role representing Eastern Bank in business and community activities.
• Actively identify opportunities to cross-sell other bank products and services to customers and prospects including Treasury Services, commercial insurance and deposit products.
• Review existing credit facilities and new credit applications, analyze credit quality and make recommendations as to how to structure and price these facilities.
• Present relevant data and recommendations to the Team Leader and Credit Committee when appropriate.
• Work with legal counsel to facilitate documentation of credit facilities.
• Maintain awareness of maturating credits, overdue payments, financial information reporting; etc, which could affect the status of the commercial relationships and take appropriate action.
• Work with Portfolio Managers to insure that financial information is collected on a timely basis and that credit exposure is properly rated reflecting credit quality over time.
• Maintain frequent contact with the clients and serve as representative of EB insuring that the clients deposit, cash management, insurance and investment management needs are being properly handled.

Commercial Relationship Manager III

• Lead business development efforts identifying appropriate prospects
• Take a leadership role representing Eastern Bank in business and community activities
• Actively identify opportunities to cross-sell other bank products and services to customers and prospects
• Review existing credit facilities and new credit applications, analyze credit quality
• Present relevant data and recommendations to the Team Leader and Credit Committee
• Maintain awareness of maturating credits, overdue payments
• Work with Portfolio Managers to ensure timely financial information collection

Commercial Relationship Manager – III

Marketing

• Collaborate with teammates as well as other parts of the organization to complete assigned work
• Conduct research and analysis on best practices, trends and benchmarks; prepare reports of findings
• Learn and apply best communication practices in a professional context (meetings, email, written work product)
• Execute tasks by utilizing various technologies and platforms specific to the business
• Provide additional support to the team as needed
• Brockton Rox Sponsorship - coordination assistance

Business Banking Relationship Manager III

Commercial Relationship Manager III

Commercial Relationship Manager – III

Marketing Intern