What are the responsibilities and job description for the Part-Time CRE Relationship Manager Support / Administrator position at Needham Bank?

Part-Time CRE Relationship Manager Support / Administrator

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Job Tracking ID : 512272-894072

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Job Location :

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Job Level : Any

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Level of Education :

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Job Type : Part-Time / Regular

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Date Updated : 02 / 24 / 2025

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Years of Experience : Not Applicable

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Starting Date : Invalid Date

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Salary : $0

Job Description

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

Experience and Skills

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.

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Part-Time CRE Relationship Manager Support / Administrator

What are the responsibilities and job description for the Part-Time CRE Relationship Manager Support / Administrator position at Needham Bank?

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