SVP Commercial Banking

Greater Boston, MA

AJ Consultants has been retained by a long-time partner, Fidelity Cooperative Bank ($1.6B), to lead a search for an SVP, Commercial Banking that will target commercial banking relationships across Central and Eastern Massachusetts.

This role can sit in any of the bank’s offices, hybrid or fully remote with limited travel to HQ for occasional team meetings.

We are targeting both individual contributor and player-coach level talent, therefore multiple positions are available. Fidelity Bank has an established practice serving high-quality C&I and CRE commercial relationships throughout Greater Boston. The ideal candidates are revenue and deposit generating commercial relationship bankers with strong C&I or (C&I/CRE) generalist backgrounds.

Fidelity Bank’s LifeDesign culture is not just a tag line. It is who they are. “Caring” and resulting servant leadership mindset is in their DNA. “LifeDesign” is essentially a commitment to create an environment of trust and mutual respect that inspires people to achieve great things for the benefit of all employees and customers alike. LifeDesign permeates the entire organization from top on down and for the right candidate, should be the most compelling reason to explore this opportunity.

I am actively scheduling exploratory calls with select candidates this week and next. Should you or anyone you know be interested in learning more please contact me directly:

B.J. Berrettini
[email protected]


Department: Commercial Banking
Date: March 2024
Reports To: Chief Lending Officer

About Fidelity Bank:

Founded in 1888, Fidelity Bank is one of the strongest independent community banks in Central and Eastern Massachusetts. Fidelity Bank’s unique LifeDesign approach to banking provides the care and clarity needed to make informed decisions with confidence. The Bank offers a range of personal and business banking solutions to clients in 14 full-service offices in Leominster, Worcester, Fitchburg, Needham, Gardner, Stow, Shirley, Barre, Millbury, Paxton, Princeton, and Winchendon. Fidelity Bank has been voted Worcester Telegram & Gazette Best Bank in Central Massachusetts and Best Financial Services, Best Bank by both Leominster Champion and Baystate Parent, and it has been recognized by the Worcester Business Journal as a Top Workplace. For more information, visit or

SVP, Commercial Banking

SUMMARY: Seasoned commercial lending profession who, under the direction of the EVP, Chief Lending Officer, is responsible for generating and maintaining a portfolio of business in line with the Bank’s policies and procedures for asset quality and portfolio growth.

  • Utilizing the Life Design process call on prospective and existing clients to nurture ongoing relationships and identify opportunities for Bank products and services.
  • Produce commercial loans in line with the Bank’s Lending Policy and credit culture.
  • Generate a network of referral sources for loan opportunities.
  • Actively identify and refer cross selling opportunities to other areas of the Bank.
  • Contribute to the achievement of Commercial Team goals as it relates to revenue & portfolio growth, asset quality and compliance.
  • Attendance at industry and Bank sponsored events to enhance and strengthen existing client relationships and expand professional network
  • Promote the Bank’s image in the community through participation in business, social and civic group activities.
  • Formulate loan structures that best protect the Bank and meet the needs of the client.
  • Facilitate loan closings with the assistance of the Portfolio Manager.
  • Attend loan closings
  • Perform regular site visits to existing client base.
  • Aid in the management of criticized and work out credits as assigned.
  • Work with the SVP Chief Credit Officer and Portfolio Manager to ensure all managed relationships are appropriately risk rated.
  • Monitor assigned portfolio for red flags (bankruptcies, late payments, past due taxes etc) and take appropriate action to minimize the risk to the Bank associated with these issues.
  • Serve as a mentor to junior team members to assist in their professional development.


  • Bachelor’s degree in business, finance or accounting or equivalent experience.
  • Minimum 5 years of experience as a commercial lender
  • Experience as a commercial credit analyst preferred or similar sound credit background.
  • Knowledge of Small Business Administration guaranty programs.
  • Strong analytical, verbal, interpersonal and written communication skills.
  • Strong negotiation and sales ability.
  • Must be a responsible and independent worker who can interact well with other members of the Commercial Team.
  • Ability to handle sensitive and confidential situations and documentation.
  • Ability to prioritize and multi-task.


To perform this job successfully, an individual must be able to perform each essential duty

satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


The work environment characteristics described here are representative of those an employee

encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Fidelity Bank is proud to offer a competitive compensation and benefits program which includes health, dental, vision, life, and immediate 401(k) plan participation.

To apply for this position, please send complete an internal transfer form and forward to Human


Fidelity Bank is an equal opportunity employer.

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