Berkshire Bank · 7 hours ago
MyBanker Portfolio Manager
Worcester, MA
Full-time
Onsite
Mid Level
$52K/yr - $88K/yr
3+ years expBerkshire Bank is a retail banking institution that is seeking a MyBanker Portfolio Manager to support their MyBanker team. The role involves servicing high value banking clients, managing portfolios, and ensuring compliance with banking regulations while providing personalized customer service.
BankingFinancial Services
Responsibilities
Provides a high level of ongoing personalized, convenient and confidential customer service; coordinates account openings, loan documentation processing and ongoing account transactions to ensure quality service and to minimize any work for customers
Works with the MyBanker and their clients to input financial information (i.e. tax returns, P&L, financials, and personal financial statements) and to identify referral and cross sell opportunity; processes account opening and servicing requests. Prepares and sends correspondence to clients as needed. Identify and maintains various databases and computer systems, ensuring that any account activity is properly recorded to maintain current and accurate information
Performs a variety of portfolio management and compliance functions. Monitors client portfolios for adherence to Company policies and procedures, including loan agreements and terms. Assigns and maintains current risk ratings on customers. Takes appropriate action as necessary to correct deficiencies. Ensures adherence to Bank Secrecy, compliance, and all applicable regulations as it relates to customer identification and other compliance programs; coordinates with Compliance, Risk, Audit and other departments related to high interest rate, line of credit and other products and services offered to clients. Adheres to FDIC guidelines regarding retail and other transactions. Provides information to auditors, examiners and others as requested. Prepares management reports summarizing client activity, volume and profitability
Coordinates information flow among internal departments, customers and others as necessary; communicates account status, procedural, administrative and other information; obtains and forwards required documents and information as required. Maintains strong business partnerships with other business lines including Wealth, Commercial, Insurance, Branch Operations and all Retail functions to ensure positive partnerships and working relations
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act
Qualification
Required
Bachelors or equivalent combination of education and work experience
3+ years' experience in Banking/ lending environment
Ability to interact on a professional level with high value clients and top-level executives
Strong problem-solving abilities and superior follow up skills
Ability to multi-task, prioritize and organize
Highly detailed, organized & professional
Outstanding customer service skills, in person and over the telephone
Proficient in Microsoft Office Suite & knowledge
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act
Company
Berkshire Bank
Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2000-07-20IPO
Leadership Team
Nitin Mhatre
President & CEO - Berkshire Hills Bancorp
Ashlee Picard Flores
Chief Compliance Officer
Recent News
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