- Berkshire Bank (Worcester, MA)
- …+ Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer ... finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer...in order to achieve branch goals and support all bank -wide initiatives. Perform outreach to clients for such initiatives… more
- Berkshire Bank (Brooklyn, CT)
- …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 (Vernon, CT)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- KeyBank (Putnam, CT)
- …problem solver, 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 ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- Citizens (Johnston, RI)
- …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
- M&T Bank (Worcester, MA)
- **Overview:** **RMSP: Relationship Manager Sales Training Program.** The training is targeted to ensure that participants will learn commercial-specific job ... the credit culture and commercial underwriting process while developing and refining relationship management skills. + Exposure to the banks sales culture when… more
- M&T Bank (Worcester, MA)
- …manage risk and credit decisions; and service existing clients through the bank 's relationship management program. Work with branch partners to effectively ... sell to the business customer and cross-sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service… more
- Berkshire Bank (Canterbury, CT)
- …and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the efficient and effective operation of the Customer ... in conformance with established procedures. Coach CSA and UB to relationship building opportunities, including new deposit accounts for customers. Key… more
- M&T Bank (Worcester, MA)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community + Conducts interviews and selects employees ... + Promotes an environment that supports diversity and reflects the M&T Bank brand. + Maintains M&T internal control standards, including timely implementation of… more
- Bank of America (Worcester, MA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Bank of America (Worcester, MA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- TD Bank (Springfield, MA)
- …central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their ... manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners &...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- Berkshire Bank (Springfield, MA)
- …assess financial performance and risk including identifying ways to mitigate risk to the bank + Solid working relationship with Credit Partners to ensure ongoing ... Location: Hybrid - Springfield, MA or Glastonbury, CT Purpose/Objective: Provides relationship management support to Relationship Managers (RM) in monitoring… more
- TD Bank (Worcester, MA)
- …and industry analysis to ensure sound lending decisions that align with the bank 's risk appetite and strategic objectives. The ideal candidate will have a strong ... action as necessary to correct deficiencies + Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations +… more
- M&T Bank (Tolland, CT)
- …Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our Diversity, Equity & Inclusion efforts ... peers as well as priority consideration for full time opportunities throughout the Bank . **Primary Responsibilities:** + Play a key role in Customer Relationship … more
- M&T Bank (Worcester, MA)
- …meeting assigned goals including loan volume production, cross sale of other bank products, control of delinquencies on existing loan portfolio and maintenance, ... Business Banking customers. **Primary Responsibilities:** + Knowledge of and adherence to Bank 's Credit Policy, and use of lending authority, accordingly. + Provide… more
- Berkshire Bank (Willimantic, CT)
- …St. Purpose/Objective: Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team ... to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such… more
- Citizens (Ludlow, MA)
- …financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and ... customer experience, increase loyalty and improve the profitability of customer and the Bank + Complete Business Banking University and Drive Sales training in your… more
- KeyBank (Danielson, CT)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (Tolland, CT)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team ... We take pride in serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies a strong client experience… more