- Fidelity TalentSource LLC (Boston, MA)
- …TeamWith more than $800 billion in assets under management as of December 31, 2023, Fidelity s Strategic Advisers, LLC (SAI) is a leading provider of asset allocation ... solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions. Strategic Advisers is a registered investment adviser and a Fidelity Investments… 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)
- …+ 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
- 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
- PNC (Boston, MA)
- …**Asset Management Group** **Undergraduate** **I** **ntern** As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week ... **Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace… 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
- Bank of America (Burlington, MA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. At Merrill, we… more
- 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
- Berkshire Bank (Pittsfield, MA)
- **Position** : Deposit Operations IRA Specialist **Location** : Pittsfield, MA **Division:** Bank Operations **Department:** IRA Service **Reports to:** VP, Deposit ... Operations Officer **Status:** Non-Exempt **Grade:** 6 **Pay range:** $19.00 - $27.00 _Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location._… more
- M&T Bank (Worcester, 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
- Santander US (North Andover, MA)
- …Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to ... garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new… more
- Middlesex Savings (Hudson, MA)
- …Customer Experience Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and ... expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate. Operational Excellence Ensures quality and accuracy of work. Demonstrates sound… more
- Office of the Comptroller of the Currency (Boston, MA)
- …As a National Bank Examiner/ Bank Examiner (Large Banks Field Examiner) with emphasis in Operational Risk, you will: Plan, organize, and control operational risk ... supervisory activities in large banks. Identify systemic risks and trends through evaluation of operational risk management/framework activities and operations. Develop supervisory strategies including plans to effect corrective action and programs to monitor… more
- M&T Bank (Newtonville, MA)
- …Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that ... matter most to them. Educate our customers through shoulder-to-shoulder digital demonstrations; identify self-service opportunities that meet the customer's identified needs. Actively engage in lobby management, meeting and greeting customers and proactively… more
- JPMorgan Chase (Lynnfield, 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
- Citizens (Boston, MA)
- …The Lending Specialist supports the Business Banking team with their PE/VC client book and general business needs with extraordinary care and service. Team members ... with a Credit/Lending focus act as the Business Banking Relationship Manager's' "right hand" on lending transactions working both in client-facing and behind-the-scenes capacities. Carry the client through the entire loan process after the handoff from… more
- Santander US (Boston, MA)
- …+ Education: Bachelor's Degree; in Accounting, Finance, Business or equivalent field, or equivalent work experience. + 12+ years banking experience, preferably ... Sr. Supervisor, Credit Risk Review Boston, United States of America The primary function of the Commercial Credit Risk Review Senior Associate is to maintain subject matter expertise in, and lead and participate in assessments of credit risk and credit risk… more
- Citizens (Boston, MA)
- …This role supports the Office of Fair and Responsible Banking's Analytics function by providing data intake an analysis across one or more business units and ... associated product sets. The Compliance Manager will make use of software tools to develop reporting, conduct data analysis, and monitor both secured and unsecured loan information to create conclusions around the fair treatment of consumers. The candidate… more
