- Fidelity TalentSource LLC (Boston, MA)
- …review of documents as needed, preparation of reports and presentations to the senior management. The Expertise and Skills You Bring 8+ years of working ... experienceBachelor s degree requiredOperational Due Diligence experience at a bank , asset allocator, fund of funds, or other investment platform is preferredYour… more
- Sentinel Group (Wakefield, MA)
- …opportunity is geared towards an individual with demonstrated strong interpersonal, and relationship building skills. We are looking for a candidate with excellent ... and emerging technologies that could impact the insurance landscape.Strong Client Relationship Management: Candidates should excel in building and maintaining strong… more
- Santander US (Wellesley, MA)
- Senior Relationship Banker , Wellesley, MA Country: United States of America USA Job Family Description: 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
- Santander US (Chelmsford, MA)
- Consumer And Business Banking, Senior Relationship Banker , Chelmsford, MA Chelmsford, United States of America USA Job Function Description: Responsible for ... Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. Assess customer needs by being genuinely curious,… more
- M&T Bank (Woburn, MA)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- M&T Bank (Boston, MA)
- …of large dollar amounts and of high complexity with the Bank , interviews applicants to develop information concerning their businesses and requirements, ... evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the maintenance of a high quality loan… more
- Citigroup (Boston, MA)
- We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will ... new commercial banking clients and deepening existing client relationships. The Relationship Manager is responsible for evaluating and meeting clients' needs by… 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...with the right products, solutions and services of the Bank and its partners. + Ensure every point of… 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 ... Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. *… more
- Federal Reserve System (Boston, MA)
- …expected to reside in the 1st District unless you were given an exception. ** Senior Credit Risk Specialist - Large Bank Supervision** **Description of Role:** ... **Company** Federal Reserve Bank of Boston As an employee of the...institutions supervised by the Federal Reserve System (System). The Senior Risk Specialist is a highly competent technical practitioner,… more
- Eastern Bank (Boston, MA)
- **PURPOSE/OBJECTIVE** **:** The Relationship Manager (RM) III is highly independent and is considered a subject matter expert with significant experience and ... be comfortable discussing sophisticated transactions with credit and the senior management team. Will be used by other staff...sales goals and objectives * Strong representative of the Bank , attending networking events and taking the lead in… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: Senior Program Manager Summary: At Cambridge Savings Bank , our purpose is to have a positive impact on our customers, employees, and community's ... Manager to lead digital transformations initiatives within Cambridge Savings Bank . The Senior Program Manager approaches work...help you make the most out of your banking relationship . Member FDIC. Equal Housing Lender. NMLS # 543370… more
- US Bank (Boston, MA)
- …to make sure all products are being onboarded effectively and efficiently and the US Bank Relationship Manager who needs a point person to own the coordination ... you excel at-all from Day One. **Job Description** The Senior Business Segment Onboarding Manager within Consumer Business Banking...contact and go-to person for the customer + US Bank Relationship Manager for any issues/concerns related… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: SENIOR CRE Portfolio Manager Summary: At Cambridge Savings Bank , our purpose is to have a positive impact on our customers, employees, and community's ... expectations and having a strong commitment to diversity and inclusion. The Senior Commercial Real Estate (CRE) Portfolio Manager, under the supervision of the… more
- Bank of America (Boston, MA)
- Private Wealth Senior Investment Manager Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Boston, MA)
- Senior Audit Manager - (BSA/AML including Sanctions) Charlotte, North Carolina;Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Boston, MA)
- IT Audit Senior Audit Manager - Financial Crimes (BSA/AML/Economic Sanctions/Fraud) Charlotte, North Carolina;Stamford, Connecticut; Plano, Texas; Dallas, Texas; ... Boston, Massachusetts; Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common...Business Acumen + Critical Thinking + Project Management + Relationship Building + Written Communications + Regulatory Relations +… more
- M&T Bank (Boston, MA)
- …used to make new credit decisions. The position interacts with commercial banking relationship managers throughout the bank 's footprint as well as other internal ... information and related materials and complete the credit analyses for the Bank 's commercial transactions. Written analyses to include an independent credit quality… more
- M&T Bank (Boston, MA)
- …is used to make new credit decisions. The position interacts with Commercial Relationship Managers and Group Managers throughout the bank 's footprint, as well ... information and related materials and complete the credit analyses for the Bank 's commercial transactions. Written analyses to include an independent credit quality… more
- M&T Bank (Boston, MA)
- …group of Private Client Advisors and exercises general guidance in the relationship planning process for clients **Primary Responsibilities:** + Leads the client ... relationship team and has overall responsibility for assuring the...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more