- JPMorgan Chase (Medway, 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...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- KeyBank (Putnam, CT)
- …solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...the future, and protect against financial risks. As a Private Client Banker , you will… more
- UMB Bank (Providence, RI)
- …with team members to increase revenue from assigned book of accounts through quality client service leading to referrals for new business, upgrades in account ... Bank products and services (ie, investments, insurance, brokerage, private banking, retirement planning). + Problem solving, dispute resolution and assistance… more
- UMB Bank (Providence, RI)
- …relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and ... seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company… more
- UMB Bank (Providence, RI)
- …& Responsibilities** This role will provide support of day-to-day operational/ client service activities while effectively monitoring daily receivables, journal ... to ensure cash processing and procedures fit within any new products the team onboards + Perform trade and...activity + Support the Relationship Manager with oversight of client relationships + Participate in cross-training to learn other… more
- Citizens (Johnston, RI)
- …RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus on PE/VC ... the role is to grow to be the go-to trusted legal adviser for all Private Bank business initiatives and client -facing opportunities. Job Location: This… more
- Citizens (Johnston, RI)
- …with business, technology, and third-party partners to prioritize and deliver new features from conception through production in agile development, ensuring key ... will use a collaborative approach and "digital-first" mindset to help Citizens Bank create and implement innovative products and solutions that supports Private… more
- OptiMindHealth (Attleboro, MA)
- …Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow with a clinician founded and clinician led organization, look ... of options when it comes to work. Hospitals, community clinics, investment bank funded group practice startups, state agencies, and more. At OptiMindHealth, we… more