- M&T Bank (Boston, MA)
- …attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who ... experience by: + Responsible for acting as single point of contact for key client relationships + Collaborate with operations and analytics teams to meet client … more
- PNC (Boston, MA)
- …to contribute to the company's success. As a Sr. Relationship Strategist within PNC's Private Bank organization, you will be based in Boston, MA. In this ... participate in STEM OPT for this position. **Job Description** + Leads client management activities with clients and prospective clients. Responsible for the… more
- Citizens (Medford, MA)
- …+ Manage and clear post-closing legal documentation exceptions in compliance with bank policy. + Implement effective controls and proactively initiate action over ... key client indicators and managing loan closings within established Key...(KPI's). + Provides exceptional customer service while adhering to Bank policies and controls and regulatory requirements to m… more
- M&T Bank (Boston, MA)
- …policies and procedures and external developments, including regulations, which may affect the client and the Bank . + Review daily department reports to ensure ... of the Bank 's retail and commercial banking systems** **Knowledge of Private Banking products and services** Trust experience Ability to work independently and… more
- Eastern Bank (Wakefield, MA)
- …of SVP, Treasury Services Manager and with support from the Treasury Services Client Delivery Manager, this role manages a portfolio of corporate clients assigned to ... Services. A key focus of this role is to retain and grow client deposit balances while identifying and executing opportunities to drive additional revenue through… more
- Citizens (Westwood, MA)
- …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...agile methodologies, the EO1 drives the transformation of the Client Platform into a modern, client centered… more
- Huntington National Bank (Boston, MA)
- …nurturing programs to drive new revenue opportunities for the commercial bank . Duties and Responsibilities: + Content Publication & Distribution: Collaborate with ... industry teams and Capstone's Market Intelligence Team to advance the bank 's thought leadership by publishing SEO-optimized reports, blog articles, whitepapers,… more
- Wellington (Boston, MA)
- …responsibilities for our $5 billion bank loan book of business, including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund, ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Citizens (Westwood, MA)
- …data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and ... Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist- Private Banking will be responsible for leading and guiding complex data… more
- Main Street Bank (Marlborough, MA)
- …managing the pipeline in accordance to secondary market, private investor, private mortgage insurance, FHA, and Main Street Bank Portfolio policies, ... for bank purposes and/or on behalf of the bank (ie business/ client calls, networking, community/marketing events, branch locations). + The employee must… more