Senior Personal Banker Salary in Lawrence, Massachusetts

Senior Relationship Banker page is loaded Senior Relationship Banker Apply locations Woburn, MA time type Full time posted on Posted 22 Days Ago job requisition id R55732 Overview : Identifies customers' needs through the banks retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions.Primary Responsibilities: Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals.Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, fo

Consumer and Business Senior Relationship Banker, Belmont, MA Country: United States of America USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets. Essential Functions/Responsibility Statements: Put the customer at the center of everything you do, deepen relati

About the Role: Grade Level (for internal use):11 About the Role:The Team: CTI Tax Solutions of S&P Global provides outsourcing (along with consulting and technology products/services) to major financial institutions and multi-national corporations around the world as those services relate to the review and validation of international tax documentation (e.g., Forms W-8, W-9, 1099, 1042, 1042-S, etc.). Drawing on extensive operational and tax technical expertise, CTI Tax Solutions outsourcing offerings cover end-to-end services meeting domestic, non-resident, FATCA tax withholding and information return reporting needs, as well as the Common Reporting Standard due diligence and reporting requirements.Responsibilities and Impact:The CTI Tax Solutions Outsourcing group is seeking a highly qualified people manager for placement within the due diligence operations team. Successful candidates will assume a role which oversees a team managing tax document validation review, account remediatio

Rightworks the market-leading cloud technology platform for Accounting Firms provides best in class thought leadership, best practices, education and journalism resources to the Accounting and Tax Community via powerful engagement platforms including Rightworks Academy and CPA Practice Advisor (CPAPA). These serve as the foundation to our profession advocacy and community engagement efforts. Rightworks Academy is a community of accounting and tax firm members who aspire to accelerate their organizations’ paths toward becoming a more Modern Firm. Rightworks Academy delivers the expertise, resources and connections to empower members to achieve greater productivity across all aspects of firm management. Participants can also gain CPE credits for Academy education and events, and come to us to learn how to expand the services they provide to clients, attract and retain top talent, and implement key technologies, through training, coaching, community support and industry-leading guidance.

At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities to thrive. We proudly work to provide extraordinary customer service and products to help our customers achieve their goals. We are looking for a Banking as a Service (BaaS) Relationship Manager to join our Innovation and Strategy team. The Banking as a Service (BaaS) Relationship Manager is responsible for strategic growth with our Emprise Embedded partners. This position is eligible for a Hybrid schedule in Wichita, KS and surrounding areas. Remote in South Dakota, Utah, Oklahoma, Missouri, and Nebraska. A successful candidate will have: Proven ability to establish and build strong relationships with our partners and internal team members Critical and analytical thinking skills Confident and articulate communication skills Strong attention to detail An understanding of and commitment to our values Attitude and aptitude to engage in continuous development Essential f

Rightworks the market-leading cloud technology platform for Accounting Firms provides best in class thought leadership, best practices, education and journalism resources to the Accounting and Tax Community via powerful engagement platforms including Rightworks Academy and CPA Practice Advisor (CPAPA). These serve as the foundation to our profession advocacy and community engagement efforts. Rightworks Academy is a community of accounting and tax firm members who aspire to accelerate their organizations paths toward becoming a more Modern Firm. Rightworks Academy delivers the expertise, resources and connections to empower members to achieve greater productivity across all aspects of firm management. Participants can also gain CPE credits for Academy education and events, and come to us to learn how to expand the services they provide to clients, attract and retain top talent, and implement key technologies, through training, coaching, community support and industry-leading guidance. C