- Bank of America (Boston, MA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our ... company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive… more
- M&T Bank (Woburn, MA)
- …+ Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process ... and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals. + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling),… more
- M&T Bank (Marlborough, MA)
- …**:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual ... goals. + Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. + Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers… more
- M&T Bank (Boston, MA)
- …+ Decision credit requests using designated approval authority, including new business, renewals, amendments, waivers, and modifications for supported business lines. ... + Review early stage business opportunities for prospects or for existing clients, providing insights as to risks, factors to be considered, additional information needed for decisioning, structuring changes, creative solutions, etc. + Ensure appropriate… more
- Eastern Bank (Boston, MA)
- …**Following established policies and procedures, performs routine teller duties:** + Process deposits to customer accounts; includes verification of cash, ... verification of endorsements, and providing customers with receipts + Cash checks for customers and non-customers + Process and properly record the sale of monetary instruments (ie official bank checks) + Process foreign currency purchases and sales + Redeem… more
- Eastern Bank (Dedham, MA)
- …**Works toward achieving specific individual sales and service goals through the following activities:** + Opens deposit accounts + Prepares and processes loan ... applications for various lending units (mortgage, consumer, small business, etc.) + Closes loans for customers for applicable business lines (ie consumer lending) + Makes referrals to other bank business lines and third-party partners + Proactively reaches… more
- US Bank (Boston, MA)
- …The Collateralized Debt Obligation Group (CDO) is a division within Corporate Trust Services. CDOs are structured finance vehicles that issue both debt and equity ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
- JPMorgan Chase (Newtonville, MA)
- …+ Delivers an exceptional customer experience by acting with a customer-first attitude + Manages assigned customers and proactively meets with them, both in person ... You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity… more
- JPMorgan Chase (Boston, MA)
- …+ Champion a culture of innovation and a customer centric mindset + Stay up to date with industry trends to identify opportunities for innovation or strategic ... partnerships + Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies **Required Qualifications, Capabilities and Skills** + Seven years direct lending… more
- Cambridge Savings Bank (Waltham, MA)
- …+ Bachelor's Degree with 2+ years of proven work experience with Data Governance, Data Management, and/or Analytics or prior experience implementing a Data Governance ... program preferably within a large financial institution or public company. + 1+ year experience with a data visualization tool (ie, Tableau) and SQL. Able to understand data models and data taxonomy, with experience in data quality initiatives. + Self-driven… more
- Middlesex Savings (Needham, MA)
- …Customer Experience Embraces the Customer Experience, including related initiatives. Develops an understanding of customers' needs and expectations and alerts branch ... **Overview** **This is a Seasonal (Summer) Teller role supporting our branches as needed in the East Region: Natick, Needham, Framingham Nobscot, Framingham Route 9, Wayland Center Andrew Ave, Wayland Branch Commonwealth Rd and Wellesley.** **Seasonal Coverage… more
- JPMorgan Chase (Boston, MA)
- …+ Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. + Create ... Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain… more
- PNC (Somerville, MA)
- …+ Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying ... opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Acts as a PNC ambassador; positions PNC solutions to drive new revenue and customer loyalty. + Leads by example in driving… more
- Santander US (Dorchester, MA)
- …The ideal candidate will be responsible for ensuring the quality and accuracy of banking software systems through rigorous user acceptance testing. This role requires ... a strong understanding of banking processes, excellent communication skills, and a passion for delivering high-quality solutions. 1. Conduct user acceptance testing for banking software applications, including online banking platforms, mobile banking apps, and… more
- M&T Bank (Woburn, MA)
- …Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs. Engage ... **Overview:** Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required… more
- JPMorgan Chase (Boston, MA)
- …+ Build a brand within your market that represents the Technology Industry group at JP Morgan as the "Leading Innovation Economy bank serving the best and most ... You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Technology banker associate is for you. As an associate banker in the Technology Industry, you will work both independently and as part of a team… more
- Eastern Bank (Danvers, MA)
- …when necessary, such as functioning as the ATM custodian. + Other duties as required Incumbent should be able to adhere to defined policies and procedures but if/when ... Perform a variety of routine teller duties to include processing transactions, identifying basic potential financial needs and, based on that identification, making referrals to the platform area as appropriate. Act in a supervisory capacity behind the teller… more
- Citizens (Framingham, MA)
- …At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. ... In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Our mission is to help clients, colleagues and communities reach their… more
- Middlesex Savings (Boxborough, MA)
- …Customer Experience Embraces the Customer Experience, including related initiatives. Develops an understanding of customers' needs and expectations and alerts branch ... **Overview** **This is a Seasonal (Summer) Teller role supporting our branches as needed in the North Region: Acton, Bedford, Boxborough, Concord, Groton, Littleton, Westford & West Concord.** **Seasonal Coverage 35-40hrs/Wk: Monday, Tuesday, Wednesday and… more
- Eastern Bank (Reading, MA)
- …include, but are not limited to, cash vault and ATM management, managing negotiable instruments, adhering to compliance and security requirements, routine cash drawer ... audits, executing on quality control processes around new account opening, and other such branch activities. Fully skilled in both sales and transactional capacities, incumbents also directly service retail branch customers as needed. Operations Maintains… more