EAB Banking Relationship Manager II

Eastern Bank; Lynn (MA); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a passionate EAB banker to support women and minority-owned businesses in their growth journey. This role involves managing client relationships, providing valuable financial advice, and leveraging community connections to enhance profitability. The ideal candidate will possess strong communication and sales skills, along with a solid understanding of business lending. Join a forward-thinking organization dedicated to making a positive impact in the community and helping entrepreneurs thrive. If you are driven by community engagement and have a knack for building relationships, this opportunity is perfect for you.

Qualifications

• Bachelor's degree or equivalent experience required.
• Demonstrated knowledge of business lending and community ties.

Responsibilities

• Manage relationships with Community Partners to assist EAB customers.
• Source and recommend new banking opportunities for loan and deposit relationships.

Skills

Strong communication skills

Interpersonal skills

Sales skills

Technological proficiency

Business lending knowledge

Education

Bachelor’s Degree

Tools

Bank contact management system

Job description

Eastern Bank has created Equity Alliance for Business (EAB) to continue its focus and support on helping women & entrepreneurs of color businesses grow and become more profitable. The EAB banker position works with women & people of color owned business to assist them with their growth and increased profitability for their companies. This includes assisting them with the right bank products and services, but also in consulting with them on a regular basis on a variety of financial topics. This individual must be community driven that is looking to make an impact in the women & minority owned business community. The EAB banker must have and/or establish strong relationships with advisors, community organizations, centers of influence and other connections that can aid in the assistance needed to help women & entrepreneurs of color thrive and prosper.

MAJOR RESPONSIBILITIES:

Manage relationships externally with key Community Partners to leverage programs, tools and resources that can assist EAB customers grow and make their business more profitable. Must demonstrate a passion for working with EAB clients and be committed to growing and maintaining a network that can assist them.

Source, evaluate and recommend new EAB banking opportunities for loan and deposit relationships. Loan relationships will include both C&I and CRE relationships.

Manage a portfolio of EAB clients to help minimize risk for the bank, cross sell to the book of business and create a positive customer experience. Provide guidance and advice to the clients to assist them in growing their revenue and increasing profitability.

Coordinate calling and relationships management activities with multiple internal business partners including investments, treasury, retail, and insurance.

Conduct preliminary underwriting and structure of credit requests.

Maintain internal Bank contact management system including full history.

PROBLEM SOLVING & DECISION MAKING

• Strong communication and interpersonal skills.
• Strong sales skills in a fast-paced environment.
• Able to utilize full range of prospecting sales activities.
• Technologically proficient.

REQUIREMENTS:

Education and Experience

• Bachelor’s Degree (or equivalent related experience) required.

Skills/Knowledge

• Demonstrated knowledge of business lending with prior credit and sales training.
• Must demonstrate that the candidate has community ties with key partners to leverage in business relationships:
  • Community Work
  • Volunteerism
  • Organizational Ties
  • Centers of Influence relationships
• Must have a basic understanding of commercial businesses and banking.
• Must have experience in working with EAB clients.