- 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
- Bangor Savings Bank (Manchester, NH)
- …is responsible for the acquisition, retention and satisfaction of a commercial client portfolio . The Commercial Relationship Officer is responsible for the ... achievement of a variety of portfolio and sales quotas derived from the overall strategic...procedures. ACCOUNTABILITIES: Customer / Annuity Management: + Maintain existing client relationships through quantified contact and client … 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
- Bangor Savings Bank (Manchester, NH)
- …Development Officer is responsible for the development and maintenance of a profitable client portfolio , including client acquisition and retention. Working ... of influence outreach (CPA's, Insurance Agents, HR Professionals) to ensure ongoing client referrals. Develops and maintains a portfolio of existing account… more