- Bank of America (Lincoln, RI)
- Consumer Investments - Financial Service Representative I Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating real, meaningful ... term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment ...where the representative is expected to take several inbound service calls daily to solve for financial ... representative is expected to take 20 to 30 inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee… more
- Bank of America (Providence, RI)
- Financial Solutions Advisor - Consumer Investments - Rhode Island Market Providence, Rhode Island;Fairhaven, Massachusetts; Woonsocket, Rhode Island **Job ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Westerly, RI)
- Financial Solutions Advisor - Consumer Investments - Southeast CT. Market Branford, Connecticut;Westerly, Rhode Island; Wallingford, Connecticut; North ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Lincoln, RI)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- KeyBank (Putnam, CT)
- …and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial ... helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs,...and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At… more
- Citizens (Johnston, RI)
- …partnerships to drive deposit and household growth. + Stay informed on emerging financial technologies and trends in consumer banking. Data Analysis & ... have a deep grounding in real-time data to understand impact of investments , teams and spend to drive real-time optimization and impact. Primary responsibilities… more
- Lincoln Financial (Providence, RI)
- …projects/initiatives in support of Lincoln's open and closed end fund investment products. They will develop and maintain relationships with Custodians and ... solutions and provide ongoing support of our open and closed end fund investment management. They will also lead internal enterprise resources in the execution of… more
- JPMorgan Chase (Warwick, RI)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. You ... by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in...and offer new tools to help them meet their consumer banking and investment goals + Champions… more
- CVS Health (Woonsocket, RI)
- At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming ... will focus primarily on translating identified opportunities to improve customer service , colleague engagement, and efficiency into new programs, tools and processes… more
- CVS Health (Woonsocket, RI)
- At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming ... a range of flexible pricing and buying models, including self- service ; these solutions help businesses build brand awareness, engage...to enable our partners to invest and measure their investment across the CMX platform. + Align strategy to… more
- City National Bank (Providence, RI)
- …ensuring they find the best loan products to meet their financial needs. Conduct client/prospect needs analysis and develop proposed solutions/sales presentations ... * Establish and maintain relationships with real estate agents, builders, financial planners, and other key referral sources. * Uses proactive, consultative… more
- Highmark Health (Providence, RI)
- …developing and maintaining analytical models that will drive both the return on investment (ROI), and other decisions on the payer partnership constructs. These new ... responsibility and authority. + Develop the overall conceptualization, strategy alignment, financial models, and high-level design of new reimbursement models for… more
- Travelers Insurance Company (Providence, RI)
- …with and supports business units including Private-Non-Profit, Public Companies, Financial Institutions, Insurance Companies, Investment Advisors, and ... and disposition of claims and claim litigation to achieve superior customer service and to optimize claim results. Travelers' Cyber Claim Team is responsible… more
- CVS Health (Woonsocket, RI)
- At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming ... you will be a contributor in the development of company-wide strategic service offerings and new business opportunities. This includes finding and incubating… more
- City National Bank (Providence, RI)
- …proactive, consultative sales skills and strategies to identify client needs, quantify service / product benefits and present recommendations to targeted clients and ... * Fosters ongoing relationships within assigned territory by providing product/ service information, attending officer meetings, conducting training sessions and… more