- State Street (Boston, MA)
- …with both client personnel and fund investors.Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP ... allocations.Reviewing quarterly and annual financial statements and footnotes.Review and/or preparation of annual tax work paper packages.Review and/or preparation… more
- Bank of America (Wilmington, MA)
- Relationship Banker - Wilmington Financial Center Wilmington, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to ... their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance… more
- Bank of America (Boston, MA)
- …their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance ... Education, Not-for-Profit - Boston Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common...Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial … more
- Bank of America (Billerica, MA)
- Senior Banker - Billerica Financial Center Billerica,...Manages client interactions by taking the best course of action for the bank and its clients ... their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance… more
- M&T Bank (Lexington, MA)
- …specific compensation. **Location** Lexington, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, ... **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and… more
- M&T Bank (Belmont, MA)
- …specific compensation. **Location** Belmont, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, ... **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic… more
- Amalgamated Bank (Boston, MA)
- Amalgamated Bank , America's socially responsible bank , seeks a Boston-based Commercial Banker focused on commercial lending that furthers our vision of ... equivalent experience + Excellent verbal/written communication and presentation skills Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer,… more
- Bank of America (Lowell, MA)
- Small Business Banker -Lowell, MA Lowell, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance… more
- Bank of America (Manchester, NH)
- …regulatory, financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client ... Merrill Market Client Relationship Manager Manchester, New Hampshire **Job Description:** Merrill...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Boston, MA)
- …their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance ... Sr. Relationship Manager - Global Commercial Banking - For...Profit Healthcare Group (Boston) Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common… more
- Bank of America (Newton, MA)
- Relationship Manager Newton, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance… more
- Needham Bank (Needham, MA)
- …maintain credibility with customers and team members + Ability to adhere to Needham Bank 's Core Values (Focus on Customer Relationship , Embrace Change, Work as a ... apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will… more
- Needham Bank (Needham, MA)
- …written and verbal English communication skills. + Ability to adhere to Needham Bank 's Core Values (Focus on Customer Relationship , Embrace Change, Work as ... or recommend approval of commercial loans. Advise borrowers on financial status and methods of payments. ESSENTIAL DUTIES &...the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer.… 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 ... clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is...developing team members. + Coordinates with team to determine action plan through thorough discovery of client needs to… more
- M&T Bank (Boston, MA)
- …specific compensation. **Location** Boston, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, ... + Services customers seeking loan and/or deposit relationships with the Bank , interviews applicants to develop information concerning their businesses and… more
- M&T Bank (Boston, MA)
- …manage risk and credit decisions, and service existing clients through the bank 's relationship management program. Work with branch partners to effectively ... specific compensation. **Location** Boston, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer,… more
- M&T Bank (Manchester, NH)
- …manage risk and credit decisions; and service existing clients through the bank 's relationship management program. Work with branch partners to effectively ... compensation. **Location** Manchester, New Hampshire, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer,… more
- Main Street Bank (Ayer, MA)
- …+ Broad professional level of knowledge and expertise in business banking and relationship sales. + Solid background in financial institution operating policies ... programs, such as Community Reinvestment Act (CRA) and Affirmative Action . + Participate in team sales meetings. General: +...and interpret a variety of documents such as checks bank statements, loan documents and financial statements.… more
- Bank of America (Boston, MA)
- …their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance ... Sr. Credit Products Officer-Dealer Financial Svs Charlotte, North Carolina;Greensboro, North Carolina; Nashville,...bank is in a position to expand the relationship + The client team is charged with helping… more
- Bank of America (Burlington, MA)
- …their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance ... and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Provides...Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look… more
