NewDirector, Banking and Payments IT M&A – Due Diligence, Integration and Separation – Strategy KPMGDirector, Banking and Payments IT M&A – Due Diligence, Integration and Separation – StrategyBoston, MA$195,415–$370,530 / yearDemonstrated success in leading high-impact IT-focused Mergers and Acquisitions projects with expertise in at least three of the following: systemintegration/separation, platform migration, IT architecture modernization,outsourcing of IT operations, or regulatory technology implementation; advancedprogram management skills, with the capacity to oversee large, complex projectsand deliver strategic insights to executive audiences; familiaritywith leveraging AI-powered platforms for due diligence, synergy analysis, andintegration/separation planning is a significant plus. Establish and manage program governance frameworks,ensuring rigorous oversight of execution across complex, multi-vendor paymentsenvironments; lead development of governance work products including statusreporting, risk management, and issue tracking; implement AI-powered tools forpredictive analytics on project timelines and risks and collaborate with seniorcross-functional teams to identify technology dependencies, risks, andopportunities across payments operations, product, risk, and compliancefunctions.
NewLending Transaction Manager – Lending and Banking Services MassMutualLending Transaction Manager – Lending and Banking ServicesBOSTON, MAYou will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish.
Managing Director, Business Banking Relationship Manager Webster BankManaging Director, Business Banking Relationship ManagerBoston, MA$150,000–$180,000 / yearProven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
Business Banking Officer North Easton Savings BankBusiness Banking OfficerBrockton, MA$100,000–$115,000 / yearThe essential functions include, but are not limited to the following: Develops and maintains relationships with existing and prospective business customers through proactive calling efforts, networking and community involvement. The Business Banking Officer partners with internal teams to deliver exceptional customer service, achieve growth objectives and maintain a high-quality loan and deposit portfolio.
NewAVP, Premier Banking Officer Bluestone BankAVP, Premier Banking OfficerNorton, MA$80,000–$100,000 / yearThe Premier Banking Officer position is a hands-on role, responsible for generating new business opportunities with a focus on gathering new deposits, adding new customers, and identifying, developing, and generating new small business deposit, and revenue opportunities. Maintains and continuously expands the knowledge base of competitor activity within the market area through site visits, literature reviews, social media reviews, and networking; prepares reporting of these activities to Bluestone’s management team, as requested.
Banking Center Senior Relationship Banker Webster BankBanking Center Senior Relationship BankerAttleboro, MassachusettsAssists Banking Center Manager with achievement of banking center sales, customer service, P&L management, operations, and employee development. They will play a vital role in the coaching of staff to cross sell products and services by maintaining a working knowledge of Webster's products.
Banking Advisor Northern TrustBanking AdvisorBoston, MAFull timeAt Northern Trust, the Banking Advisor is responsible for developing new banking relationships and expanding existing client relationships while managing complex credit and deposit solutions for individuals, corporations, and partnerships. • Manage complex wealth management banking relationships, including credit and treasury management, while identifying opportunities outside of traditional banking in investment and fiduciary services.
PB Digital Banking Advisor (Johnston, RI) Citizens Financial Group IncPB Digital Banking Advisor (Johnston, RI)Johnston, RIDigital Banking Associates are leveraged throughout the bank as client-facing experts on all digital treasury services, including but not limited to: Personal Online Banking, Cash Flow Essentials, access Optima, CB Forex and the services contained within these platforms. In your role as a Digital Banking Associate, you will be able to work closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with digital banking expertise.
Senior Treasury Relationship Manager - Government Banking - MA/NH Citizens Financial Group IncSenior Treasury Relationship Manager - Government Banking - MA/NHMA$179,000–$234,000 / yearThis role is focused on managing and growing treasury relationships across Massachusetts, New Hampshire, and surrounding markets, advising clients on comprehensive working capital and treasury solutions including Cash Management, Commercial Card, Merchant Services, Trade, and Supply Chain Finance. Serve as a trusted advisor to municipal government and public-sector clients and prospects, delivering treasury solutions that optimize cash flow, liquidity, and operational processes while driving high client satisfaction and revenue growth.
NewSenior Treasury Relationship Manager – Government Banking - MA/NH CitizensSenior Treasury Relationship Manager – Government Banking - MA/NHJohnston, RI$179,000–$234,000 / yearThis role is focused on managing and growing treasury relationships across Massachusetts, New Hampshire, and surrounding markets, advising clients on comprehensive working capital and treasury solutions including Cash Management, Commercial Card, Merchant Services, Trade, and Supply Chain Finance. + Serve as a trusted advisor to municipal government and public-sector clients and prospects, delivering treasury solutions that optimize cash flow, liquidity, and operational processes while driving high client satisfaction and revenue growth.
Relationship Advisor II- Life Science/Healthcare Banking First Citizens BancShares IncRelationship Advisor II- Life Science/Healthcare BankingBoston, MA$67,350–$89,800 / yearFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
Senior Solutions Consultant - FS/Banking Pegasystems IncSenior Solutions Consultant - FS/BankingMA$122,000–$185,900 / yearLead value-focused discovery and executive-facing presentations that translate complex customer challenges into a clear solution approach, shifting conversations from features to measurable outcomes and helping advance the deal with Sales. Meet Our Team: As a key contributor to Pega's Solution Consulting organization, you will work alongside Sales, Product, Consulting, Partners, and Industry teams to help the world's largest enterprises reimagine how work gets done.
Senior Sourcing Lead - Banking Operations Citizens Financial Group IncSenior Sourcing Lead - Banking OperationsMA$123,000–$161,000 / yearIn the role as a Banking Operations Senior Sourcing Lead, you will be armed with key spend data, forward looking market intelligence and a fully integrated source to pay process, enabling you to be a strong strategic partner with business line executives. The Banking Operations Senior Sourcing Lead serves as a strategic sourcing partner to Banking and Operations leadership including oversight of customer servicing, payments and money movement.
Business Banking Officer - Milford/Franklin Rockland Trust CompanyBusiness Banking Officer - Milford/FranklinMilford, MAThe objective is to grow core deposits and loans, identify cross-sell opportunities, and to achieve sales objectives through customer engagement, networking and with the support of the Marketing Department, establish effective calling programs and acquire sales leads followed by in person appointments. The successful candidate will also be familiar with all other appropriate bank products and services to enhance and expand each customer relationship, develop tailored presentations, and participate in appropriate social and community organizations outside the bank.
Client Executive - FS/Banking Pegasystems IncClient Executive - FS/BankingMA$131,200–$199,900 / yearPicture Yourself at Pega: You'll lead the most complex enterprise opportunities, advising FS/Banking C-level executives on digital transformation while shaping industry conversations through thought leadership. For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
Business Banking Officer Rockland Trust CompanyBusiness Banking OfficerBillerica, MAThe objective is to grow core deposits and loans, identify cross-sell opportunities, and to achieve sales objectives through customer engagement, networking and with the support of the Marketing Department, establish effective calling programs and acquire sales leads followed by in person appointments. The successful candidate will also be familiar with all other appropriate bank products and services to enhance and expand each customer relationship, develop tailored presentations, and participate in appropriate social and community organizations outside the bank.
Core Banking System Architect - Director PricewaterhouseCoopers LLPCore Banking System Architect - DirectorMA12+ years of experience in core banking architecture, design, and solution delivery, including hands-on experience with major core banking platforms (e.g., Temenos T24, Infosys Finacle, FIS, Oracle FLEXCUBE). You will work closely with clients, stakeholders, and PwC professionals to architect scalable, secure, and resilient core banking platforms that support business growth and regulatory requirements.
VP, Corporate Banking Deposits (Not for Profits MidAtlantic / Northeast Remote) Kearny BankVP, Corporate Banking Deposits (Not for Profits MidAtlantic / Northeast Remote)RIRemote$110,000–$175,000 / yearIn addition, the role will deliver tailored financial solutions that drive revenue and client satisfaction, focusing on Corporate deposit growth with clients generally ranging in size from $5 million to $25 million in annual revenue, including small to mid-size business and nonprofit organizations. The VP will collaborate and execute directives from Executive Leadership, Marketing, Retail Banking, Treasury Management, Commercial Lending, and Digital Banking to ensure sustainable deposit growth aligned with the Bank's mission and community values.
VP, Corporate Banking Deposits (Title Companies MidAtlantic / Northeast Remote) Kearny BankVP, Corporate Banking Deposits (Title Companies MidAtlantic / Northeast Remote)MARemote$110,000–$175,000 / yearIn addition, the role will deliver tailored financial solutions that drive revenue and client satisfaction, focusing on Corporate deposit growth with clients generally ranging in size from $5 million to $25 million in annual revenue, including small to mid-size business and nonprofit organizations. The VP will collaborate and execute directives from Executive Leadership, Marketing, Retail Banking, Treasury Management, Commercial Lending, and Digital Banking to ensure sustainable deposit growth aligned with the Bank's mission and community values.
NewSr. Banking Treasury Sales Manager StifelSr. Banking Treasury Sales ManagerBoston, MassachusettsFull timeBanking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Corporate Advisory & Banking Relationship Manager Brown Brothers Harriman & CoCorporate Advisory & Banking Relationship ManagerBoston, MAYou will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights. In summary, the nature of the position and BBH's broad product and service offering enables you as a Corporate Advisory & Banking Relationship Manager to take an entrepreneurial approach to creating invaluable long-term relationships with private business owners.
Sr. Banking Partner Solutions Architect, AMER Partner Industry & Solutions Amazon.com IncSr. Banking Partner Solutions Architect, AMER Partner Industry & SolutionsBoston, MAThe ideal candidate will possess deep technical skill in software architecture, info security, compliance initiatives, software deployment and cloud computing as well as customer facing and technical sales skills at all levels of a sales organization. AWS customers are developing some of the most exciting and innovative new businesses, and partners are using cloud technologies from AWS such as Agentic and Generative AI, data analytics, compute and storage to dramatically accelerate innovation.
Retail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerBoston, MAWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for large-scale transformation programs that leverage AI, data, and automation.
Investment Banking Associate | Technology (Digital Infrastructure) Houlihan LokeyInvestment Banking Associate | Technology (Digital Infrastructure)Boston, MassachusettsA trusted advisor, the group combines extensive market capabilities with in-depth industry knowledge to help clients maximize shareholder value across a variety of verticals, including Broadband, Data Centers, Towers & Wireless Infrastructure, Digital Infrastructure Services, Communication Software and Satellite. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Lending Transaction Manager - Lending and Banking Services Massachusetts Mutual Life Insurance CompanyLending Transaction Manager - Lending and Banking ServicesMA$144,800–$190,000 / yearYou will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish.
Corporate Banking VP/Director - Technology Citizens Financial Group IncCorporate Banking VP/Director - TechnologyBoston, MA$190,000–$250,000 / yearLead cross-functional deal teams across Leveraged Finance, Capital Markets, Portfolio Management, and Risk to deliver best-in-class outcomes. This is a front-office coverage and origination role focused on building and monetizing senior client relationships across the technology sector, with a particular emphasis on Semiconductors and Hardware.
NewInvestment Banking Analyst II Corporate Finance - ReGLL Citizens Financial Group IncInvestment Banking Analyst II Corporate Finance - ReGLLBoston, MA$115,000–$120,000 / yearAdditional exposure to and partnership with the Debt Capital Markets / Leveraged Finance, Equity Capital Markets, and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop idea decks that encompass, strategic alternatives, acquisition or opportunistic financing ideas and / or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives. Citizens is seeking an Investment Banking Analyst II to join our Corporate Finance (Industry Coverage) team focusing on Gaming, Leisure & Loading to support the team's senior professionals in industry-focused client development and originating, structuring, and executing debt capital markets, equity capital markets, and M&A transactions.
Director of Customer Experience - Commercial Banking Citizens Financial Group IncDirector of Customer Experience - Commercial BankingBoston, MA$216,000–$267,000 / yearAs the Director of Customer Experience, you are responsible for creating and maintaining a clear articulation of client expectations and leading programs that effectively monitor and drive change that will continually push Citizen's customer experience to be best in class. This role is expected to be an influential thought leader that can help partner lines of business understand the ever-changing banking landscape and represent the voice of the client in their plans to evolve.
Director Commercial Banking Marketing Citizens Financial Group IncDirector Commercial Banking MarketingBoston, MA$155,000–$200,000 / yearAs the Director of Commercial Banking Marketing, you will be responsible for developing and delivering end-to-end marketing strategies and execution to drive growth across within the Commercial and Corporate Bank. Influence and partner with cross-functional teams to design and deliver quarterly and annual integrated marketing plans spanning: Digital marketing (website, search, display, paid social, content).
Vice President, Corporate Finance (Investment Banking) - REGLL Citizens Financial Group IncVice President, Corporate Finance (Investment Banking) - REGLLMA$245,000–$250,000 / yearCitizens is seeking an experienced Investment Banking Vice President (VP) to join our Corporate Finance (Industry Coverage) team focusing on Real Estate, Gaming, Lodging & Leisure (REGLL) to support the team's senior professionals in industry-focused client development and originating, structuring, and executing debt capital markets, equity capital markets, and M&A transactions. Additional exposure to and partnership with the Debt Capital Markets / Leveraged Finance, Equity Capital Markets, and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop pitch materials that encompass, strategic alternatives, M&A opportunities, financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives.
VP of Digital Product, Online/Mobile Banking First Tech Federal Credit UnionVP of Digital Product, Online/Mobile BankingMarlborough, MA$210,000–$250,000 / yearOwn strategic relationships with digital banking platforms and ecosystem partners, guiding build‑vs‑buy decisions, maximizing platform capabilities, and driving modernization initiatives that improve speed, reliability, observability, and developer enablement. Build and sustain a high‑performing digital banking product organization by developing talent, clarifying decision rights, promoting continuous learning, and championing a member‑centric product culture across the enterprise.
Business Banking Lending Specialist Rockland Trust CompanyBusiness Banking Lending SpecialistBrockton, MAThe role is responsible for assisting Business Banking Officers with general administrative duties, loan-related activities and special assignments; orders loan documents; gathers credit information on current and potential borrowers; conducts account research; processes loan payments or advances; assists Business Banking Officers in ensuring loan requests are complete; ensures that Business Bankers Salesforce Pipelines are up to date; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
Investment Banking Analyst Corporate Finance - Healthcare Services Citizens Financial Group IncInvestment Banking Analyst Corporate Finance - Healthcare ServicesBoston, MA$110,000–$120,000 / yearThe Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on healthcare. Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
Banking Associate - Wellesley, MA TD BankBanking Associate - Wellesley, MAWellesley, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate TD BankBanking AssociateChelsea, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Framingham - PT 30 hours TD BankBanking Associate - Framingham - PT 30 hoursFramingham, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Ashland TD BankBanking Associate - AshlandAshland, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Nubian Square TD BankBanking Associate - Nubian SquareBoston, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Westborough TD BankBanking Associate - WestboroughWestborough, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - West Concord, MA TD BankBanking Associate - West Concord, MAConcord, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Portuguese Speaking Preferred - Marlborough, MA TD BankBanking Associate - Portuguese Speaking Preferred - Marlborough, MAMarlborough, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Bilingual English & Spanish Speaking Preferred - Lowell, MA (Highlands) TD BankBanking Associate - Bilingual English & Spanish Speaking Preferred - Lowell, MA (Highlands)Lowell, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Full Time - Bedford, MA TD BankBanking Associate - Full Time - Bedford, MABedford, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
NewBanking Associate - Sudbury, MA TD BankBanking Associate - Sudbury, MASudbury, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - West Peabody, MA TD BankBanking Associate - West Peabody, MAWest Peabody, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Tewksbury, MA TD BankBanking Associate - Tewksbury, MATewksbury, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Banking Associate - Topsfield, MA TD BankBanking Associate - Topsfield, MATopsfield, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
NewBanking Associate - Jamaica Plain, MA TD BankBanking Associate - Jamaica Plain, MAJamaica Plain, MassachusettsConnects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.
Private Banking Relationship Manager II Eastern Bankshares IncPrivate Banking Relationship Manager IIBrockton, MAPrepares monthly client servicing and referral tracking/call report, including documentation of client contacts and discussions and amount of additional deposit, wealth and loan activity generated by business development activities. Responsibilites: Meets assigned goals for portfolio growth, referrals and new business including new deposits, clients, wealth AUM, and revenue (wealth and lending).
Relationship Advisor II- Life Science/Healthcare Banking First Citizens BankRelationship Advisor II- Life Science/Healthcare BankingBoston, Massachusetts$67,350–$89,800 / yearFull timeFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.