Senior Private Banking Manager – Wealth & Credit

Berkshire Bank; Boston (MA); On-site; USD 115,000 - 212,000; Full time

Job summary

Beacon Bank seeks a Private Banking Manager (SVP) in Boston to provide concierge service for affluent clients, crafting customized credit and deposit solutions and growing loan outstandings through the Trust Advantage Lending Program.

You will supervise underwriting, coordinate with Private Banker and Credit, and mentor staff while ensuring policy compliance and high-quality client interactions.

Qualifications

• Bachelor's degree and an advanced degree in a relevant field.
• Minimum five years of commercial credit experience.
• Strong analytical and communication skills with attention to detail.

Responsibilities

• Supervise the analysis and underwriting of credit requests promptly.
• Ensure requests comply with Bank policy and note exceptions.
• Discuss deal structure, cash flow, collateral, and client character with team.
• Meet clients with Private Banker and support calls in person or by phone.
• Coordinate with CPAs, CFOs, and others to underwrite credit memos.
• Present written analyses and participate in Loan Committee discussions.
• Oversee portfolio management, collateral tracking and annual reviews.

Skills

Math skills

Analytical thinking

Problem solving

Written communication

Oral communication

Public speaking

Upselling

Customer service

Education

Bachelor's degree

Advanced degree

Tools

MS Excel

MS Word

Job description

Beacon Bank seeks a Private Banking Manager (SVP) in Boston to provide concierge service for affluent clients, crafting customized credit and deposit solutions and growing loan outstandings through the Trust Advantage Lending Program.

You will supervise underwriting, coordinate with Private Banker and Credit, and mentor staff while ensuring policy compliance and high-quality client interactions.