- Bank of America (Lincoln, RI)
- Consumer Investments - Financial Service Representative I Lincoln, Rhode Island;Hunt Valley, Maryland; Jacksonville, Florida; Fort Worth, Texas; Chandler, ... term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment ...where the representative is expected to take several inbound service calls daily to solve for financial ... representative is expected to take 20 to 30 inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist...representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. ... as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee...SIE, S7 and S66 certifications + Focuses daily on service to sales with existing Merrill clients + Provides… more
- Bank of America (Sutton, MA)
- Financial Solutions Advisor - Consumer Investments - Western MA Market Worcester, Massachusetts;Sutton, Massachusetts **Job Description:** At Bank of ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Wellesley, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Chestnut ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Lincoln, RI)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- TD Bank (Marlborough, MA)
- …equivalent experience + 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching ... II develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans,… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: Senior Service Desk Specialist Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's ... financial well-being. We are committed to exceeding expectations and...and collaboration with system administrators to ensure excellent customer service . These goals will be achieved by phone, on-site… more
- BJs Wholesale Club (Marlborough, MA)
- …Represent the company in investor meetings, conferences, and roadshows to promote BJ's investment thesis. Financial Disclosure & Messaging + Lead the preparation ... grow and be their authentic selves. Together, we're committed to providing outstanding service and convenience to our members, helping them save on the products and… more
- JPMorgan Chase (Sudbury, MA)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. You ... by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in...and offer new tools to help them meet their consumer banking and investment goals + Champions… more
- Cambridge Savings Bank (Waltham, MA)
- …is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong ... documents for senior management and the Board that clearly identifies risks, financial metrics, and policy requirements, and is responsible for identifying and… more
- Cambridge Savings Bank (Waltham, MA)
- …to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations, embracing a relationship ... the collection of and monitoring of exceptions and related reporting of CRE customer financial information, as well as the management and preparation of a variety of… more
- CVS Health (Woonsocket, RI)
- At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming ... clientele. With a range of flexible pricing and buying models, including self- service ; these solutions help businesses build brand awareness, engage with CVS… more
- Cambridge Savings Bank (Waltham, MA)
- …is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong ... borrowers, CPA firms, Turnaround Consulting Firms, Private Equity/Private Investor Groups, Investment Banks, and Law firms. + Interview applicants and request… more
- Cherry Bekaert (Waltham, MA)
- …for clients in a variety of industries such as Technology, Life Sciences, Financial Services, Venture Capital and Consumer Goods + Manage engagements and ... Seniors in a dynamic environment + Demonstrate superior client service skills **What you bring to the role:** +...of partnership taxation, particularly with respect to partnership equity investments + Tax Provision/ASC 740 experience a plus +… more
- Cambridge Savings Bank (Waltham, MA)
- …is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong ... Areas: + Initiate and verify international and domestic wire transfers for consumer , Small Business and Commercial customers. + Identify and resolve discrepancies… more
- Cambridge Savings Bank (Waltham, MA)
- …is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong ... loan applications, interview applicants and request necessary information, such as financial and operating statements to evaluate loan requests, manage, structure… more
- Cambridge Savings Bank (Waltham, MA)
- …is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong ... of the Treasury Operations Manager, assists the Treasury Client Service team with fulfilling requests (research, troubleshooting, and transfers/advances) and… more
- CVS Health (Woonsocket, RI)
- At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming ... of Rx POS innovation and enhancements, ensuring alignment with business goals, financial objectives, and customer/colleague priorities. + This role will be an… more
- Cambridge Savings Bank (Waltham, MA)
- …is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong ... the Bank. Responsibilities include conducting due diligence on prospects, analyzing financial statements, and preparing loan packages for the commercial loan… more