- Eastern Bank (Lynn, MA)
- …and Proactive Relationship Management objectives. This role serves as a Portfolio Manager to the entirety of Treasury Services portfolio clients, ... , this role provides day-to-day support to the RM-managed portfolio of Treasury Services clients, ensuring consistent...also contribute to enterprise-wide projects and support both the Treasury Services Manager & Client … more
- Eastern Bank (Lynn, MA)
- …and the most expedient way to accomplish the tasks. This individual will work with the Treasury Client Delivery Manager , Relationship Manager & TS Sales ... Proactive Relationship Management (PRM) initiatives and ensure an ongoing positive client experience. **Major Responsibilities:** + Support a portfolio of… more
- Bank of America (Burlington, MA)
- …and services in order to identify cross-selling opportunities and increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of ... including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury … more