- Citizens (Boston, MA)
- …delivering a white glove experience to clients that results in long-term client loyalty. The Sr Private Bank Lending Specialist supports the Relationship ... Description Citizens Private Bank has accelerated its strategy...their loan portfolio with extraordinary care and service. The Sr lending specialist works in primarily operational,… more
- Eastern Bank (Boston, MA)
- …wealth management services including banking services, residential and commercial lending , cash management, and wealth management. Oversees general administration of ... Proactively advises and consults with clients and prospects to present Eastern Bank / Cambridge Trust's available financial services. + Manages assigned client… more
- JPMorgan Chase (Boston, MA)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker,...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- JPMorgan Chase (Boston, MA)
- …Credit executions include bilateral structures, syndicated deals, institutional loans, and direct lending . A critical aspect of this role is the ability to develop ... of legal documentation for bilateral, pro-rata, broadly syndicated, and direct lending structures + Independently manage the assigned credit portfolio on an… more