- JPMorgan Chase (Cranston, RI)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Citizens (Johnston, RI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- Bank of America (Providence, RI)
- …Description:** This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client ... + Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams + Develops and delivers technical or systems related… more
- Citizens (Johnston, RI)
- …multiplier. As a Lending Strategy & Execution Partner within our Private Bank , you will help architect the most client -centric, operationally precise, and ... sees inefficiency as an invitation, inconsistency as fuel, and client experience as sacred, read on. This is a...workstreams from ambiguity to execution. You'll work directly with Private Bank leadership to elevate our end-to-end… more
- Bank of America (Providence, RI)
- …Consumer-Banking Wealth-Mgmt\_25026883-2) **Job Description:** At Bank of America, we are guided ... rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages...and Wealth Specialty Lending, a critical part of Citizens Private Bank is expanding as we seek… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages...& Wealth Specialty Lending, a critical part of Citizens Private Bank is expanding as we seek… more
- UMB Bank (Providence, RI)
- …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... sales and contract cycles and transitioning prospects to the Implementation and Client Experience teams, as appropriate. Working in the Healthcare Services division… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in… more
- Citizens (Johnston, RI)
- …The role will cover strategy for all international payment use cases covering Private Bank , Commercial, and Business Banking applications. The role will require ... Product management with an emphasis and focus on driving client value by leveraging the ongoing payments / digital...offerings, customer needs, ROI, and the ability for the bank to differentiate itself and be seen by the… more
- Cherry Bekaert (Providence, RI)
- …in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively ... compliance needs and enhance cross-industry initiatives + Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create… more