MyBanker Portfolio Manager

Division:              Retail Banking

Department:        My Banker

Reports to:          VP, MyBanker Portfolio Manager

Status:                 Exempt

Grade:                  $52,000 - $90,500

Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location:              Worcester, MA -  386 Main St

Purpose/Objective:  

Provides support to the MyBanker team. Works with MyBanker Team to service high value banking clients and assists with opening of accounts, portfolio management and administrative functions. Develops and maintains in depth knowledge of company products and services. Independently makes phone calls, as needed, for the servicing of checking, money market, commercial, consumer, mortgage, insurance, merchant services, cash management and wealth management. Maintains knowledge of the department functions, industry practices, and legal and regulatory requirements.

Key Accountabilities:

• 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.

Education:

• Bachelors or equivalent combination of education and work experience

Experience:

• 3+ years’ experience in Banking/ lending environment

Skills & Knowledge:

• 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

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at [email protected].