- JPMorgan Chase (Newton, MA)
- …focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business ... Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives...influence (COIs), and existing clients at their places of business . Follow a disciplined relationship development process… more
- Eastern Bank (Boston, MA)
- …one of the contacts being an in person visit. LOAN MAINTENANCE: Work with Business Banking team to develop referral relationship to funnel larger opportunities ... growing as well as larger New to Bank opportunities. Business Banking Relationship Managers may also source...this category would be to drive new to bank business . SALES: The Portfolio Development Officer must… more
- Cambridge Savings Bank (Waltham, MA)
- …of reports used in monitoring credit quality, as directed by the SVP/Chief Credit Officer and/or the FVP/Credit Manager . + Attend joint client calls with lending ... POSITION: CREDIT OFFICER Summary: At Cambridge Savings Bank, our purpose...the preparation of a written, in-depth analysis of the business , management, and industry factors. The analyst may also… more
- Bank of America (Boston, MA)
- Community Lending Officer - Chinatown Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process… more
- Bank of America (Boston, MA)
- Regional Fiduciary Officer Wilmington, Delaware;Chicago, Illinois; Pennington, New Jersey; Boston, Massachusetts; Conshohocken, Pennsylvania; Charlotte, North ... officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and… more
- Citizens (Osterville, MA)
- …development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and ... thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client...not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide… more
- HUB International (Wilmington, MA)
- …**Overview:** Responsible for assisting the Producer in concert with the Client Relationship Manager in maintaining client relations, providing service and ... with key client personnel and acquiring a thorough understanding of the client's business , insurance objectives, and benefit programs. + Responsible for the client … more
- HUB International (Wilmington, MA)
- …unique, regional culture. We currently have an opportunity for a **Client Relationship Executive** . **Overview:** Responsible for assisting the Producer and Client ... Relationship Analyst with client relations and service, sales, and...key client personnel. Acquire a thorough understanding of client's business , insurance objectives, and benefit program. + Provide timely… more
- Lumen (Boston, MA)
- **About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. ... connect the world and shape the future. **The Role** The Senior Manager of Executive Compensation will manage the development, implementation, and administration of… more
- Berkshire Bank (South Hadley, MA)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 7 Pay Range: $20.50 - $35.99 Actual ... Hadley, MA - 74 Lamb St Purpose/Objective: Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch… more