Job Descriptions:

This part-time position will support the Commercial Real Estate Relationship Manager at Needham Bank that handles 100% of the RE team’s clients for deposit, treasury and cash management services. The CRE Relationship Manager administrator will primarily be involved with the deposit account openings, cash management and treasury service build out of the CRE borrower base. They will work closely with the CRE Relationship Manager, loan officers, portfolio managers and lending assistants to develop and maintain an active CRE deposit portfolio.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Demonstrate awareness, commitment and dedication to servicing and building customer relationship

• Provide a complete range of customer services at the bank, including opening new accounts, and gathering customer information to process new and existing account opening requests

• Under the guidance and supervision of the CRE Relationship Manager, follow up with clients and prospects as needed to answer questions, obtain additional information/forms and other items as appropriate

• Responsible for operational compliance and adherence to bank policies and procedures

• Gain full understanding and knowledge of the cash management products and services

• Perform routine clerical duties, including filing, customer file maintenance and prospect/pipeline management

• Attend and participate in team meetings as needed

• Perform additional duties as requested, needed or assigned

Required Experience:

JOB REQUIREMENTS

• Ability to work independently with some guidance from team members

• Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated

• Highly motivated and able to handle multiple tasks

• Demonstrate and promote high ethical standards and behaviors

• Strong customer service and problem-solving skills

• Maintain a professional manner at all times

• Excellent written and verbal communication skills

• Adapts to change and ability to manage fast paced environment

• Strong computer and technical 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

• Customer service experience and/or sales experience preferred

• Entry level knowledge of business environment

• Interest in Banking preferred

WORKING CONDITIONS/PHYSICAL DEMANDS

• Normal business office environment

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.

Keyword: Commercial Real Estate Lending

From: Needham Bank