• Private Banking Business

    Eastern Bank (Burlington, MA)
    Oversees business development team and the achievement...of training and work experience. + Minimum 8+ years business banking /commercial or private ... banking , specialized deposits division. Supports the Bank's Private Banking delivery and Cross Collaboration efforts....well as an individual producer. + Participates in new business development activities with prospective and existing… more
    Eastern Bank (12/05/24)
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  • Private Client Relationship Manager

    Citizens (Stow, MA)
    …CRM tool to document client interactions in detail + Build an activity-based business development plan centered around proactive outreach and follow-up behaviors ... bank that stands and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning… more
    Citizens (10/05/24)
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  • Private Client Relationship Manager

    Citizens (Worcester, MA)
    …help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking , Mortgage and Wealth to ... mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to… more
    Citizens (12/12/24)
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  • Wealth Management Specialist -NR

    Bank of America (Newton, MA)
    …of specialized functions across a team of Financial Advisors, such as business management, business development , wealth planning, investment management, ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
    Bank of America (11/02/24)
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