- JPMorgan Chase (New Bedford, 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...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- JPMorgan Chase (Providence, RI)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... are the face of the Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in managing the day to day activities of… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages...& Wealth Specialty Lending, a critical part of Citizens Private Bank is expanding as we seek… more
- Citizens (Johnston, RI)
- Description The mission of Private Bank Operations is to deliver a best-in-class experience for Private Bank clients and the colleagues that support ... them. The group has functions that encompass Fraud, Client Onboarding, Treasury Onboarding, and Client Experience...framework, including the continuous improvement of the RCSA for Private Bank Ops + Support Quality Control… more
- Citizens (Johnston, RI)
- …+ Manage and clear post-closing legal documentation exceptions in compliance with bank policy. + Implement effective controls and proactively initiate action over ... key client indicators and managing loan closings within established Key...(KPI's). + Provides exceptional customer service while adhering to Bank policies and controls and regulatory requirements to mitigate… more
- City National Bank (Providence, RI)
- …and Credit policies and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products… more
- UMB Bank (Providence, RI)
- …across the Commercial Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank , this role will provide the ... other business partners including, but not limited to: Institutional Bank , Business Banking, Legal and Corporate Risk Private...new and existing clients. + Same applies to existing client requests to add or change a signer on… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages...and Wealth Specialty Lending, a critical part of Citizens Private Bank is expanding as we seek… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... a white glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in… more
- Citizens (Providence, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in… more
- Citizens (Johnston, RI)
- …strategy for all international payment use cases (B2B, B2C, C2B, P2P) with Private Bank , Commercial, Consumer, and Small business applications. The role will ... Product management with an emphasis and focus on driving client value by leveraging the ongoing payments / digital...offerings, customer needs, ROI, and the ability for the bank to differentiate itself and be seen by the… more
- Lincoln Financial (Providence, RI)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more
- Cherry Bekaert (Providence, RI)
- …in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively ... compliance needs and enhance cross-industry initiatives + Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create… more