- Citizens (Malden, MA)
- …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
- Banc of California (Boston, MA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Banc of California (Boston, MA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Citizens (Westwood, MA)
- …Innovation . Define and track key performance indicators (KPIs) such as banker adoption, revenue impact, client engagement, and operational efficiency. . Gather user ... data, and fintech trends, proactively identifying opportunities to enhance the AI Banker platform and maintain competitive advantage. . Foster a culture of… more
- Arup (Cambridge, MA)
- …Canada is preferred. - Proven track record in business development, client relationship management, and technical project delivery. Please note that all applicants ... been used in fraudulent job advertisements. Arup will never ask for bank information as part of our recruitment process. \#LI-VM1 EOE-Protected Veterans/Disability 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
- TD Bank (Quincy, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II Float is a Customer liaison that is integral to delivering TD's ... TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations;… more
- TD Bank (Beverly, 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
- Needham Bank (Westwood, 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 ... age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Keyword: Personal Banker From: Needham Bank more
- Santander US (Everett, MA)
- Relationship Banker , Everett, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... 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
- Santander US (Cambridge, MA)
- Consumer and Business Banking Senior Relationship Banker , Central Square, Cambridge, MA Country: United States of America **It Starts Here:** Santander is a ... **We Want to Talk to You!** **The Difference You Make:** As a Senior Relationship Banker , you are responsible for managing and enhancing client relationships,… more
- North Shore Bank (Reading, MA)
- …the highest levels of customer service and responsiveness to our customers. Personal Banker Skills: + Active participation in individual, team, and Bank goals ... and processes requests. + Demonstrates and maintains knowledge of Bank 's products and services and uses this knowledge to...issues so that a resolution can occur, and customer's relationship is retained. + Responds to customer requests, problems,… more
- Berkshire Bank (Boston, MA)
- …service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… more
- JPMorgan Chase (Boston, MA)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand ... devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required qualifications, capabilities, and skills** + 1+ year of… more
- Citigroup (Boston, MA)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a seasoned professional role....in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- JPMorgan Chase (Boston, MA)
- …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
- Citigroup (Boston, MA)
- This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT& C national vertical group. The Software coverage universe ... sub sectors, inclusive of fin-tech, generating annual revenues of $100MM -$3BN. Banker would be responsible for originating and managing Citi's coverage and… more
- City National Bank (Boston, MA)
- * RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- PNC (Boston, MA)
- …and have an opportunity to contribute to the company's success. As a Sr. Relationship Strategist within PNC's 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
- US Bank (Boston, MA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...industry and their client's expectations and strategic goals. USBFS' Relationship Managers are viewed as trusted advisors and we… more
