- JPMorgan Chase (Marlborough, MA)
- …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 (Wellesley, MA)
- …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
- Main Street Bank (Marlborough, MA)
- …managing the pipeline in accordance to secondary market, private investor, private mortgage insurance, FHA, and Main Street Bank Portfolio policies, ... for bank purposes and/or on behalf of the bank (ie business/ client calls, networking, community/marketing events, branch locations). + The employee must… more
- OptiMindHealth (Worcester, MA)
- …of options when it comes to work. Hospitals, community clinics, investment bank funded group practice startups, state agencies, and more. At OptiMindHealth, we ... patients. Why bother with the endless administrative burdens and isolation of private practice? Use your highly trained interpersonal skills to change the culture… more