- Bank of America (Providence, RI)
- Relationship Banker - Kennedy Plaza Financial Center Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- TD Bank (Auburn, 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
- Santander US (Providence, RI)
- Relationship Banker , Financial District, Providence, RI 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
- TD Bank (Worcester, MA)
- …services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team ... member or internal Bank partners, while ensuring a positive Customer experience +...and money, and exceed their needs + Utilizes Customer relationship management tools to proactively play a key role… more
- Berkshire Bank (Brooklyn, CT)
- …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 (Mansfield, MA)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- KeyBank (Putnam, CT)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... Client Program 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… more
- JPMorgan Chase (Cranston, RI)
- …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
- Citizens (Johnston, RI)
- …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
- M&T Bank (Worcester, MA)
- …of large dollar amounts and of high complexity with the Bank , interviews applicants to develop information concerning their businesses and requirements, ... evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the maintenance of a high quality loan… more
- M&T Bank (Worcester, MA)
- …manage risk and credit decisions; and service existing clients through the bank 's relationship management program. Work with branch partners to effectively ... sell to the business customer and cross-sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service… more
- UMB Bank (Providence, RI)
- …that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they collectively shape ... analyze the business in order to qualify clients for bank products and services. **We're excited to talk with...years sales experience with 2 years in Agricultural Commercial Bank Sales. + Bachelor's degree or equivalent experience in… more
- UMB Bank (Providence, RI)
- …and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with ... Relationship Managers and working with clients to deliver the...to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping,… more
- UMB Bank (Providence, RI)
- …partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager II role supports our Corporate Trust team by acting ... as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide medium to complex/non-routine support to an assigned group of clients with trustee relationships. This position will provide day… more
- Berkshire Bank (Canterbury, CT)
- …and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the efficient and effective operation of the Customer ... in conformance with established procedures. Coach CSA and UB to relationship building opportunities, including new deposit accounts for customers. Key… more
- M&T Bank (Worcester, MA)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community + Conducts interviews and selects employees ... licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set… more
- Bank of America (Lincoln, RI)
- …Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Lincoln, RI)
- …set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship . As a **National Financial Solutions Advisor ... expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship . Once you have demonstrated success, you will have the… more
- Bank of America (Providence, RI)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Bank of America (Providence, RI)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more