- Principal Financial Group (Boston, MA)
- …clients through internal relationships with Consultant Relations, Product, Marketing, Relationship Management, Client Service, and Investment team members + ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- Bank of America (Lowell, MA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lowell/ Relationship - Banker Lowell Stairway-Plaza\_25042072) **Job Description:** At ... Relationship Banker - Lowell - Stairway... Relationship Banker - Lowell - Stairway Plaza Lowell, Massachusetts...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Bank of America (Nashua, NH)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Nashua/ Relationship - Banker \_25039087-1) **Job Description:** At Bank ... Relationship Banker Nashua, New Hampshire;Manchester, New...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Main Street Bank (Pepperell, MA)
- Personal Banker II Job Details Level Experienced Job Location Pepperell Branch - Pepperell, MA Position Type Full Time Salary Range $22.50 - $28.00 Hourly Job ... Category Admin - Clerical Description Title: Personal Banker II FLSA Status: Non-Exempt Employment Status:Full Time Department: Retail Location:Branch Reports To:… more
- M&T Bank (North Andover, MA)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- Citigroup (Boston, MA)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- North Shore Bank (Merrimac, MA)
- …providing retail banking services and products to consumers and small businesses. The Personal Banker is "North Shore Bank " to these Retail customers. Thanks to ... customers will feel as if is this representative is their "personal banker ." ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Relationship Building and Business… more
- Bank of America (Wilmington, MA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wilmington/Senior- Banker Wilmington-Financial-Center\_25039108) **Job Description:** At ... Senior Banker - Wilmington Financial Center Wilmington, Massachusetts **To...Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank… more
- Bank of America (Haverhill, MA)
- …be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Haverhill/Senior- Banker \_25038853) **Job Description:** At Bank of ... Senior Banker Haverhill, Massachusetts **To proceed with your application,...Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank… more
- TD Bank (Woburn, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- TD Bank (Andover, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Acts as...advice to TD Customers + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they… more
- North Shore Bank (Reading, MA)
- …the highest levels of customer service and responsiveness to our customers. Personal Banker Skills: + Active participation in individual, team, and Bank goals ... and processes requests. + Demonstrates and maintains knowledge of Bank 's products and services and uses this knowledge to...issues so that a resolution can occur, and customer's relationship is retained. + Responds to customer requests, problems,… more
- Santander US (Chelmsford, MA)
- Relationship Banker , Chelmsford, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... Talk to You!** **The Difference You Make:** As a Relationship Banker you serve as a trusted...targets and contribute to the overall success of the bank . Your primary goal is to enhance customer satisfaction… more
- Santander US (Belmont, MA)
- Consumer & Business Banking Senior Relationship Banker , Belmont, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader ... **We Want to Talk to You!** **The Difference You Make:** As a Senior Relationship Banker , you are responsible for managing and enhancing client relationships,… more
- Berkshire Bank (Chelmsford, MA)
- …service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… more
- JPMorgan Chase (Middleton, MA)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand ... and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with… more
- Citigroup (Boston, MA)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a seasoned professional role....in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- JPMorgan Chase (Nashua, NH)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Citigroup (Boston, MA)
- …and managing client relationships in the Law Firm Segment of our business. The Banker is a strategic professional who closely follows latest trends in own field and ... leading client teams and transactions / Demonstrated track record in relationship selling **Education:** + Bachelor's/University degree, Master's degree preferred +… more
- Citizens (Lexington, MA)
- …to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring ... products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen… more
