- 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 (Cumberland, RI)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/North-Providence/ Relationship - Banker Providence-Brockton-Market\_25037437) **Job ... Relationship Banker - Providence-Brockton Market North...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Bank of America (Providence, RI)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Providence/ Relationship - Banker Kennedy-Plaza-Financial-Center\_25041087) **Job ... Relationship Banker - Kennedy Plaza Financial... Relationship Banker - Kennedy Plaza Financial Center Providence, Rhode...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… 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
- Needham Bank (Dedham, MA)
- …+ Willing to become a Notary Public in MA + Ability to adhere to Needham Bank 's Core Values (Focus on Customer Relationship , Embrace Change, Work as a Team, Be ... function processing transactions with accuracy and balance according to the Bank 's standards, procedures and policies. Broaden customer relationships by providing… more
- Bank of America (Boston, MA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Senior- Banker Tremont-Street-Financial-Center\_25042086) **Job Description:** At ... Senior Banker - Tremont Street Financial Center Boston, Massachusetts...Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank… more
- Needham Bank (Millis, MA)
- …+ Willing to become a Notary Public in MA + Ability to adhere to Needham Bank 's Core Values (Focus on Customer Relationship , Embrace Change, Work as a Team, Be ... or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Keyword: Banker From: Needham Bank more
- TD Bank (Framingham, 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
- Santander US (Westwood, MA)
- Relationship Banker , Westwood-High Street, Westwood, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... 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 (Woonsocket, RI)
- Consumer and Business Banking Senior Relationship Banker , Woonsocket, RI Country: United States of America **Your Journey Starts Here:** Santander is a global ... **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
- Santander US (Providence, RI)
- Consumer and Business Banking Senior Relationship Banker , Providence, RI Country: United States of America **Your Journey Starts Here:** Santander is a global ... **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
- JPMorgan Chase (Mattapan, 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 (Boston, MA)
- …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 (Foxboro, 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
- Needham Bank (Needham, MA)
- …Fluent written and verbal English communication skills + Ability to adhere to Needham Bank 's Core Values (Focus on Customer Relationship , Embrace Change, Work as ... needs ranging from $1MM to $10MM consistent with the Bank 's loan policies and state and federal regulations +...Review Responses) to the appropriate approval authorities within the Bank + Stay abreast of new types of loans… more
- Citigroup (Boston, MA)
- Seeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi's Commercial Bank (CCB). Target market includes companies in the ... new business development, as well as day-to-day management of existing relationship while gaining some primary client coverage responsibility. Candidate will gain… more
- Eastern Bank (Boston, MA)
- …Manages the client's financial circumstances with a focus on maintaining a strong relationship with the bank .Provides valuable advisory services. + Maintains an ... identify and nurture new private banking relationships. Maintains a portfolio of the bank 's top clients and oversees the servicing and nurturing of the … more
- Eastern Bank (Sharon, MA)
- At Eastern Bank , we understand the financial concerns of small businesses. That's why we offer a variety of products and financing solutions designed specifically ... Influence (COIs) through networking and other business development efforts. Sell of bank products to new and existing customers. Partner with assigned branches for… more
