- Bank of America (Providence, RI)
- Relationship Banker - Kennedy Plaza Financial Center Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- Needham Bank (Needham, 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
- TD Bank (Framingham, 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 (Providence, RI)
- Relationship Banker , Financial District, Providence, RI Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... 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 (Dedham, 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
- Santander US (Boston, MA)
- Consumer & Business Banking Senior Relationship Banker , Pembroke, MA Pembroke, United States of America Identifies and pursues new sales prospects within ... + Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. + Assess customer needs by being genuinely curious,… more
- Wells Fargo (Boston, MA)
- …Fargo's Specialized Industries Technology Banking Group is seeking an Early-Stage Technology Banker - Lead Commercial Banking Relationship Manager to expand our ... and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial… more
- JPMorgan Chase (Mansfield, 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
- Citigroup (Boston, MA)
- …and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker is a strategic professional who stays abreast...client inquiries + Provide day to day support to Banker on documentation such as account opening and closing,… more
- JPMorgan Chase (Cranston, RI)
- …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 (North Smithfield, RI)
- …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
- Bank of America (Boston, MA)
- …Banking Senior Relationship Manager-Boston, MA Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... make an impact in the communities we serve. At Bank of America, you can build a successful career...Branding + Client Management + Client Solutions Advisory + Relationship Building + Account Management + Financial Analysis +… more
- PNC (Boston, MA)
- …and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… 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
- Eastern Bank (Boston, MA)
- At Eastern Bank , we understand the financial concerns of small businesses. That's why we offer a variety of products and financing solutions designed specifically ... Influence (COIs) through networking and other business development efforts. Sell of bank products to new and existing customers. Partner with assigned branches for… more
- UMB Bank (Providence, RI)
- …that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they collectively shape ... analyze the business in order to qualify clients for bank products and services. **We're excited to talk with...years sales experience with 2 years in Agricultural Commercial Bank Sales. + Bachelor's degree or equivalent experience in… more
- UMB Bank (Providence, RI)
- …and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with ... Relationship Managers and working with clients to deliver the...to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping,… more
- UMB Bank (Providence, RI)
- …partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager II role supports our Corporate Trust team by acting ... as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide medium to complex/non-routine support to an assigned group of clients with trustee relationships. This position will provide day… more
- Citizens (Boston, MA)
- …client meetings, events, and gifts. + Working closely with their Preferred Banker to obtain additional documentation for deposit relationship opening, ensuring ... Description Citizens Private Bank has accelerated its strategy to build out...Relations Associate - Life Sciences works closely with the Relationship Manager(s) and Client Relations Manager for all client… more
- Berkshire Bank (Boston, 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