- JPMorgan Chase (Medway, MA)
- …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...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- KeyBank (Willimantic, CT)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- Wells Fargo (East Hartford, CT)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- Citizens (Johnston, RI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... role or equivalent experience in financial services. + Demonstrated track record in new business development and client book management. + Proven experience in… more
- UMB Bank (Providence, RI)
- …relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and ... seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company… more
- Citizens (Johnston, RI)
- …Citizens' Digital North Star program, a strategic initiative to deliver the next generation Client Platform for Citizens Private Bank and Citizens Private ... and execute a product roadmap that enhances the digital client experience and supports long-term growth. With a collaborative...with ambiguity and a hunger to learn and tackle new challenges. + Bachelor's completed degree + Required Competencies… more
- Citizens (Johnston, RI)
- …RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus on PE/VC ... the role is to grow to be the go-to trusted legal adviser for all Private Bank business initiatives and client -facing opportunities. Job Location: This… more
- Insight Global (Shrewsbury, MA)
- …point of contact for Wealth client relationships; manages all aspects of the client 's relationships with Bank and refers to Retail and Wealth partners & ... clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- OptiMindHealth (Worcester, MA)
- …Remote Full-Time and Part-time Positions Available If you are looking for a new opportunity to grow with a clinician founded and clinician led organization, look ... of options when it comes to work. Hospitals, community clinics, investment bank funded group practice startups, state agencies, and more. At OptiMindHealth, we… more