- Bank of America (Medfield, MA)
- …individual who is passionate about helping clients reach their financial goals, join Bank of America's **Advisor Development Program** and become an investment ... seven days from the date it was posted. At Bank of America, we're creating real, meaningful relationships with...development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically… more
- M&T Bank (Marlborough, MA)
- …Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations ... **:** + Responsible for overall profitability by directing sales and business development , meeting operational objectives and ensuring the branch achieves its annual… more
- JPMorgan Chase (Boston, MA)
- …innovation by leveraging a referral network built through business activities and relationship development + Build and maintain relationships with key Venture ... financial advice to your clients. A role as a Relationship Executive on the Middle Market Banking & Specialized...The Technology team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries… more
- Santander US (Boston, MA)
- …state and federal regulations. + Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory + Hold ... as defined on a quarterly basis + Maintain compliance with all applicable bank , broker/dealer, State and Federal regulations associated with the sale of investment… more
- Cherry Bekaert (Boston, MA)
- …compose journal entries, verify automated journal entries from Botkeeper + Perform bank and credit card account reconciliations + Research and resolution of ... Direct Costs, + Regularly maintain and reconcile journal entries + Assist in development and implementation of processes and data integrity tools + Prepare, review,… more
- Cherry Bekaert (Boston, MA)
- …of financial reporting accuracy and on-time processing of client information + Bank and other balance sheet account reconciliations + Payroll reconciliations + ... excellent at delegation + Unrelenting commitment to client satisfaction + Business development expectations and results in selling and cross-selling to clients +… more