- Dexian - DISYS (Waltham, MA)
- …Standing, UCC, and CRA requirements) loanPrepare legal loan documentation using bank templates and documentation tools.Work closely with commercial underwriting, ... bank Legal and Risk partners to vet out special...quality of work, timeliness, client satisfaction. Must have strong inter- personal communication skills to work with a variety of… more
- Sentinel Group (Wakefield, MA)
- …application or interview process, please let us know.Some of our Benefits:PTO (vacation, sick, personal time bank ) - unlimited FTO after 2 years of service12 ... Paid Holidays (10 stated and 2 floating holidays)2 Community Volunteer Days5 Summer Half DaysMedical, Dental, VisionLife InsuranceLTD & STDRetirement Plan with 3.75% Employer MatchParental LeaveSee What We Stand For:… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …financial services experience with an asset manager, audit firm or custodian bank , preferably in accounting operations or administration for alt investment products ... goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call "Dynamic Working."… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …investigations preferred Skills and Knowledge: Knowledge of Anti-money laundering (AML) regulations ( Bank Secrecy Act of 1970, Money Laundering Control Act of 1970, ... goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call "Dynamic Working."… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …crimes investigations Skills and Knowledge: Knowledge of Anti-money laundering (AML) regulations ( Bank Secrecy Act of 1970, Money Laundering Control Act of 1970, USA ... goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call "Dynamic Working."… more
- Creative Financial Staffing (Boston, MA)
- …security deposits and return as necessary Track all invoices for payment ( personal , properties, condo fees) prepare all checks for signature. Create and maintain ... payable and receivable in ERP System. Monthly balancing of trust account bank statements, reconciling statements within ERP System and preparation of reports for… more
- North Shore Bank (Saugus, MA)
- …in providing retail banking services and products to consumers and small businesses. The Personal Banker is "North Shore Bank " to these Retail customers. ... POSITION SUMMARY The Personal Banker plays a key role...cash ordering/shipping. + Conduct all work in accordance with bank policies and procedures and regulatory standards to ensure… more
- Cambridge Savings Bank (Burlington, MA)
- POSITION: PERSONAL BANKER - BURLINGTON-CAMBRIDGE ST. Summary: At Cambridge Savings Bank , our purpose is to have a positive impact on our customers, ... having a strong commitment to diversity and inclusion. The Personal Banker will demonstrate our core values...with clients and assist our customers in managing their bank accounts and finances. Key Result Areas: + Understands… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: SENIOR PERSONAL BANKER - DORCHESTER Summary: At Cambridge Savings Bank , our purpose is to have a positive impact on our customers, employees, and ... community's financial well-being. The Senior Personal Banker will be responsible for building...with the right products, solutions and services of the Bank and its partners. + Ensure every point of… more
- TD Bank (Billerica, MA)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a Customer liaison that is integral to delivering TD's Brand ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...within the team and business unit + Participates in personal performance management and development activities + Keeps others… more
- Bank of America (Medford, MA)
- Senior Banker - Mystic Ave Financial Center - Portugeuse/Spanish Preferred Medford, Massachusetts **Job Description:** At Bank of America, we are guided by a ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...of contact for financial center clients, helping to uncover personal banking needs of both individual and small business… more
- M&T Bank (Woburn, MA)
- …leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. ... **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- UMB Bank (Boston, MA)
- …_to understand how we collect and use your personal information when you apply for employment with UMB._ ... **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about… more
- PNC (Somerville, MA)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker , you will strengthen customer relationships with a defined sales ... process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial solutions.… more
- JPMorgan Chase (Lawrence, MA)
- …education and advice tailored to suit their financial needs. As an Associate Banker - Market Expansion in Branch Banking, you will contribute significantly to the ... cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for...consumer banking and investment goals + Champions new Associate Banker skills such as tablet utilization, account opening, and… more
- JPMorgan Chase (Lawrence, MA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take 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 in delivering an outstanding… more
- Citizens (Lawrence, MA)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why Work for Us At Citizens,… more
- TD Bank (Arlington, MA)
- …platform as needed, with the ability to service Customers with opening/closing personal deposit accounts, everyday bank transactions, Debit Card/Credit Card ... Customer + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings +...at every opportunity Advice Accountability + Knowledgeable in TD Bank products, services, campaigns as well as personal… more
- North Shore Bank (Peabody, MA)
- …operation of all branch areas. + Performs all functions of a Head Teller , Personal Banker and CSR II when necessary to operate branch office. + Resolves ... be asked to schedule/conduct outside business development calls + Abides by Bank policies relating to confidentiality of customer information. + Responsible for… more
- Federal Reserve System (Boston, MA)
- **Company** Federal Reserve Bank of Boston As an employee of the Boston Fed, you will work to promote sound growth and financial stability in New England and the ... Island, and Vermont. Our mission is accomplished through our Bank 's values: diversity, equity and inclusion, innovation, integrity, and...reputation precedes us There will always be room for personal growth Our people are first You'll find the… more
