- Citizens (Wakefield, RI)
- …a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and ... development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will...Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why… more
- Citizens (Coventry, RI)
- …a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and ... development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will...Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why… more
- JPMorgan Chase (Cranston, RI)
- …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
- Citizens (Westerly, RI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- Citizens (Johnston, RI)
- …key stakeholders + Provide strategic analysis, definition, and consultation to Retail and Private Client leadership and their teams + Ability to analyze ... Lending strategy as well as partner across the Consumer Bank to infuse the Consumer Lending value proposition into...to infuse the Consumer Lending value proposition into our client relationships. This person will need to analyze the… 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
- 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...Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why… more
- Public Consulting Group (Providence, RI)
- …office in Boston MA once a month.** **Duties and Responsibilities** + Reconciles bank accounts, prepaid expenses, fixed assets and other reconciliations as needed. + ... during your set working hours. + have a safe, private , and distraction-free environment in which to complete your...office or elsewhere may be required for team meetings, client meetings, etc. We are accepting applications on an… more