• Sales Assistant -- Client Advisory…

    HUB International (East Longmeadow, MA)
    …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... maintain their own unique, regional culture. We currently have an opportunity for a ** Sales Assistant ** . **Overview:** Responsible for assisting PL Sales … more
    HUB International (04/22/25)
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  • CSI Investment Assistant II

    Citizens (New Bedford, MA)
    Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s)...and systems Qualifications + Understanding of general banking and wealth management services + Excellent verbal and… more
    Citizens (05/15/25)
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  • Assistant Financial Center Manager

    Berkshire Bank (Ludlow, MA)
    …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... and account maintenance. 35% + Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the… more
    Berkshire Bank (05/01/25)
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  • Branch Manager IV (Highland Ave)

    Eastern Bank (Salem, MA)
    …the success of these endeavors. Through tested techniques, directly engages the branch's management team and platform staff in sales and service coaching ... An office of this size typically has a senior assistant manager who assumes responsibility for managing the daily...+ Takes a lead role among peers in project management , regional sales and service events, general… more
    Eastern Bank (05/10/25)
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  • Branch Manager III - AVP

    Eastern Bank (Lakeville, MA)
    …overall management of a mid-to-large-sized banking office. Proactively guides the sales activities of the assistant manager and platform staff toward ... self. + Effectively collaborates with internal business partners (HR, Wealth , Business Banking, Consumer Lending, etc.) to ensure branch...banking environment. + Must have a history of solid sales , service, and management successes. At Eastern… more
    Eastern Bank (05/10/25)
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  • Float Universal Banker

    Berkshire Bank (East Longmeadow, MA)
    …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... - 72 Shaker Rd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more
    Berkshire Bank (05/17/25)
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  • Relationship Banker

    Berkshire Bank (Sheffield, MA)
    …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Resolves routine and complex ... client issues or problems. Lead through lobby management , ensure prompt welcomes of assistance to clients, and...process incoming mail. Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service line as… more
    Berkshire Bank (04/26/25)
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