- Santander Bank (Holden, MA)
- …as defined on a quarterly basis. *Maintain compliance with all applicable bank , broker/dealer, State and Federal regulations associated with the sale of investment ... leads to branch personnel for the sale of other bank products and services such as deposit accounts and...work, identifying the best people for the job. *Strong relationship management and negotiation skills. *Ability of using logic… more
- Sherwin-Williams (Worcester, MA)
- …customers' application requirements. *Identify ways to strengthen the business relationship with customers. *Maintain effective communication with sales manager on ... financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. more
- Bank of America (Westborough, MA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Worcester/ Relationship - Banker Worcester--MA-area\_25024518) **Job Description:** ... Relationship Banker - Worcester, MA area...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- M&T Bank (Needham, MA)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- Bank of America (Marlborough, MA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Marlborough/Senior- Banker Marlborough-Financial-Center\_25020976-2) **Job Description:** ... Senior Banker - Marlborough Financial Center Marlborough, Massachusetts **To...Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank… more
- TD Bank (Marlborough, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I 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:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- Santander US (Shrewsbury, MA)
- Relationship Banker , White City Branch, Shrewsbury, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... 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
- Santander US (Waltham, MA)
- Relationship Banker , North Waltham, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... 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
- Needham Bank (Natick, MA)
- …+ Willing to become a Notary Public in MA + Ability to adhere to Needham Bank 's Core Values (Focus on Customer Relationship , Embrace Change, Work as a Team, Be ... function processing transactions with accuracy and balance according to the Bank 's standards, procedures and policies. Broaden customer relationships by providing… more
- JPMorgan Chase (Clinton, 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
- JPMorgan Chase (Clinton, MA)
- …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 (Stow, MA)
- …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
- Needham Bank (Needham, MA)
- …Fluent written and verbal English communication skills + Ability to adhere to Needham Bank 's Core Values (Focus on Customer Relationship , Embrace Change, Work as ... needs ranging from $1MM to $10MM consistent with the Bank 's loan policies and state and federal regulations +...Review Responses) to the appropriate approval authorities within the Bank + Stay abreast of new types of loans… 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
- Berkshire Bank (West Boylston, MA)
- …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 (Worcester, MA)
- …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 (Worcester, MA)
- …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
- Bank of America (Wellesley Hills, MA)
- …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 Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: Corporate Banking Loan Officer Summary: At Cambridge Savings Bank , our purpose is to have a positive impact on our customers, employees, and community's ... and present it to the Loan Committee. + Interface with other areas in the Bank (ie credit, loan servicing & corporate services) to ensure that all loan relationships… more
