Top 270673 Client Partner Jobs

Commercial Lender - Greater Hartford Market
Dime Bank —Norwich, CT
- Data analysis skills
- Office
- Residential
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Financial Services Representative
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Spokane, WA
- $65,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- Sales
- Disability insurance
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Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
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- Microsoft Excel
- Microsoft Outlook
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Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
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- Office
- Bachelor's degree
- Health savings account
- Health insurance
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Director of Client Relations [Financial Services / Wealth Management]
Globe Wealth Management —Concord, NH
- $80,000 - $90,000 a year
- 8 hour shift
- Background check
- 5 years
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- Health insurance
- Paid time off
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Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Birmingham, AL
- Full-time
- Mid-level
- Office
- Administrative experience
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Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
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14d
Marketing and Sales Coordinator
The Daston Corporation —Leesburg, VA
- $49,949.27 - $65,000.00 a year
- Full-time
- Google Workspace
- Marketing
- Mid-level
- Health insurance
- Dental insurance
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Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
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Senior Account Manager
adm Indicia —Austin, MN
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- 7 years
- Sales
- Business development experience
- Relocation assistance
- Health insurance
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Bilingual Homeownership Financial Wellbeing C
Operation Hope —New York, NY
- $63,000 - $69,000 a year
- Full-time
- Spanish
- Sales
- Customer service
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Licensed Personal Lines Account Manager
MGI Risk Advisors —St. Louis, MO
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- AD&D insurance
- Paid holidays
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Wealth Advisor - Madison
UW Credit Union —Madison, WI
- From $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
Real Estate - Broker in Charge
Confidential —Raleigh, NC
- $25,000 - $80,000 a year
- Full-time
- Customer service
- Office
- Administrative experience
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Grants Development Consultant: Healthcare
Grants Office, LLC —Rochester, NY
- From $65,000 a year
- Full-time
- Hybrid work
- Customer service
- Public speaking
- Research
- Health insurance
- 401(k)
Quick Apply
5d
Sales Representative - Business Funding
Bluegrass Lending Group, INC —Louisville, KY
- $50,000 - $250,000 a year
- Contract
- Customer service
- Mid-level
- Data entry
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Retail Marketing Coordinator
TargetPath, LLC —Wilsonville, OR
- Weekends as needed
- Background check
- Marketing
- Bachelor of Science
- Health savings account
- Paid holidays
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Investor Relations Manager
Taylor Derrick Capital, LLC —Salt Lake City, UT
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
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Director of Business Development
Naylor LLC —Schaumburg, IL
- Full-time
- Hybrid work
- 6 years
- Senior level
- Communication skills
Quick Apply
Commercial Loan Officer (5+ years Experience Commercial or Ag Lending)
Community First National Bank —Manhattan, KS
- Full-time
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply

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Commercial Lender - Greater Hartford Market

Dime Bank -
Norwich, CT

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Job Details

Qualifications

Computer operation
Legal analysis
Regulatory compliance
Financial statement analysis
Data analysis skills
Corporate finance analysis experience in risk and credit
Time-based sales targets
Productivity software
Legal compliance

Full Job Description

Position Summary: Under the direction of the FVP, Commercial Lending, responsible for identifying, developing, and managing high-value commercial lending relationships for both C&I and CRE clients. Collaborate across departments (Trust/Wealth Management, Retail, Cash Management and Residential) to provide a personal financial experience while ensuring all activities align with current regulatory frameworks and credit policies. Positively represent Dime Bank as a trusted ambassador and partner in our communities.

Responsibilities:

Portfolio Growth & Originating: Proactively source and structure commercial and industrial (C&I), and real estate (CRE) loans. Meet and exceed annual production goals through business development and a disciplined sales process.
Strategic Relationship Management: Manage and deepen existing client relationships to ensure retention, cross-sell Retail Banking, Trust/Wealth Management services, Cash Management services, Residential Mortgages and identify new opportunities. Work with various centers of influence additionally for mutual referral opportunities.
Credit Analysis: Evaluate financial statements, tax returns, and cash flow projections. Work closely with Credit Department to articulate risk profiles and recommend appropriate structures, pricing, and collateral.
Negotiation: Negotiate and/or recommend credit terms, costs, rates, fees, covenants, and other loan specific terms in accordance with Bank’s credit risk appetite and credit policy guidelines.
Internal Collaboration: Serve as a lead partner in Business Development initiatives, referring clients to internal partners in Trust/Wealth Management, Residential Mortgage, and Retail deposit services to deepen the overall relationship.
Risk & Asset Management: Monitor portfolio health continuously. Identify early warning signs of credit deterioration and, when necessary, assist in loan workouts or OREO management to maximize asset recovery and loss mitigation.
Compliance: Maintain a high-level of understanding of industry regulations, compliance issues and Bank policies, including but not limited to BSA/AML, KYC, and Dodd-Frank other applicable regulatory requirements.
Legal Documentation & Structuring: Lead the end-to-end closing process by reviewing and negotiating complex legal documents (e.g., Loan Agreements, Mortgages, Intercreditor Agreements, and Security Instruments). Collaborate closely with internal support staff and external counsel to ensure deal structures protect the bank’s interests while meeting client needs, ensuring all documentation is accurate, enforceable, and in full compliance with approved credit terms.
Community Leadership: Represent the Bank in local civic organizations and professional networks to enhance the brand's visibility and build a robust referral pipeline.

Knowledge, Skills, Requirements:

Bachelor’s degree in Business, Finance, Economics, or equivalent career experience.
Practical knowledge of applicable laws, regulations and documentation relating to commercial lending activity.
10+ years of proven success in commercial lending, with a documented track record of meeting production targets and managing complex credit structures.
Experience in analyzing financial data and risk mitigation.
Ability to work in Microsoft Office/Network environment and with industry software.
Ability to interact positively and tactfully with customers, coworkers and staff.
Proficiency in written and verbal communications.
Adhere to compliance of all applicable Federal and State Bank regulations, as well as Bank policies and procedures.

Physical Demands and Condition Requirements:

Standard professional office environment.
Frequent local travel to visit client sites, attend networking events, and conduct inspections.

Equipment Used:

General office equipment.
Computer/laptop.

ADA: The employer will make reasonable accommodations in compliance with the Americans with

Disabilities Act of 1990.

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Refine Your Search

Client Partner jobs

Commercial Lender - Greater Hartford Market

Financial Services Representative

Trader

Registered Client Administrative Manager

Director of Client Relations [Financial Services / Wealth Management]

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Registered Client Administrative Manager

Marketing and Sales Coordinator

Registered Client Administrative Manager

Senior Account Manager

Bilingual Homeownership Financial Wellbeing C

Licensed Personal Lines Account Manager

Wealth Advisor - Madison

Real Estate - Broker in Charge

Grants Development Consultant: Healthcare

Sales Representative - Business Funding

Retail Marketing Coordinator

Investor Relations Manager

Director of Business Development

Commercial Loan Officer (5+ years Experience Commercial or Ag Lending)

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