Banking Concierge & Accounts Advisor (On-Site)
TD Bank
TD Bank recherche un Banking Associate à Westborough, Massachusetts. Ce poste implique de traiter les transactions bancaires quotidiennes et de fournir des conseils sur les produits et services bancaires. Le candidat idéal doit avoir un diplôme de secondaire, au moins un an d'expérience dans le service à la clientèle et de solides compétences en communication. Le rôle offre également des opportunités de développement professionnel et des avantages sociaux attractifs. #J-18808-Ljbffr TD Bank
- ...Private Client Banker in Branch Banking, you are the main point of... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...service options to access their accounts 24 hours a day/ 7 days a week... ...health care coverage, on-site health and wellness centers,...AccountsWebsiteImmediate startAfternoon shift
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ...following standard KYC procedures to open account(s) as appropriate Serves as interim Financial...AccountsInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...Description We are looking for an experienced Sr. Accountant to support financial operations for a... .... • Monitor cash activity, oversee banking transactions, and track regular cash... ...operations while supporting vendor and cross-site coordination. • Bachelor’s degree in...AccountsWebsiteImmediate start
$17.86 - $23.81 per hour
...through sales and cross‑sales. Offers expertise with more complex bank services and demonstrates in‑depth product and service knowledge... ...with retail procedures and performance standards. Opens new accounts and educates customers on alternative channels for cross‑selling...AccountsHourly payFull time- ...Job Description Are you a credit union or bank Member/Customer Service Rep or a Head... ...and QualificationsOpen and close member accounts, CDs, IRAs; and resolve member issues.Assist... ...outgoing personality.May participate in member site visits to assist with member outreach....AccountsWebsiteFull timeLocal areaFlexible hoursAfternoon shift
$70k - $80k
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...licenses Schedule Monday - Friday and rotating Saturdays Skills Account Management Advisory Client Experience Branding Customer and...AccountsTemporary workWork at officeImmediate startMonday to FridayShift workDay shift- TD Bank is seeking a Retail Banker II in Worcester, MA. The role acts as a customer liaison, offering financial expertise and consultative... ...of service, and active NMLS registration. 40-hour weeks, on-site work in Worcester, with opportunities for growth and development....Website
- TD Bank in Marlborough, MA is seeking a banking professional to acquire and deepen client relationships by delivering personalized financial... ..., and guide decisions with clear risk-aware messaging. This on-site role emphasizes relationship-building, mortgage conversations,...Website
$21 - $25 per hour
...relationships by performing the following essential duties. Primary Accountabilities Continually exceeds customer service expectations by offering... ...quickly with minimal or no errors according to established bank policies. Cross sells products and services and makes...AccountsHourly payFull timeWork experience placementLocal areaShift work- ...relationships that serve to deliver an energetic banking experience for both customers and... ...conversations. You are the trusted advisor of our customers and a champion for Rockland... ...and more complex questions on customer accounts, products, services, policies and procedures...AccountsLive inWork at officeFlexible hours
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres...AccountsImmediate startAfternoon shift
- ...relationship maintenance, handling client inquiries, and overseeing daily account operations. Support the Senior Banker throughout the sales... ...with the Senior Banker to facilitate the sale of investments, banking, and trust services, including asset allocation for structured...AccountsWork experience placement
$25 - $26.77 per hour
...Bank Of America Job Posting At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management...AccountsHourly payWork at officeFlexible hoursShift workWeekend workDay shift- Private Banking is involved with every facet of wealth management, including investments... ...coordinate with various teams on both overall account inquiries/maintenance as well as on... ...Asset Management provides individuals, advisors and institutions with strategies and expertise...Accounts
$100k - $140k
Job Overview Financial Advisor - 2 positions (3-5 years experience and 5-10 years experience... .... Located in Westborough, MA with on‑site and flexible duties, including travel to... ...primary advisor responsibility for assigned accounts. Deliver comprehensive financial planning...AccountsWebsiteLocal areaFlexible hours- Join J.P. Morgan Private Bank, a leader in global wealth management, where we deliver unparalleled... ...appetite. Act as a trusted strategic advisor, provide insightful market insights,... ...to the team and be able to manage the accounts accordingly. Proficiency in Cantonese/Mandarin...Accounts
- ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...Exceed client expectations by providing account servicing and maintenance as well as... ...include comprehensive health care coverage, on-site health and wellness centers, a retirement...AccountsWebsite
$75k - $90k
...Location: Westborough, MA (on-site) — MetroWest Boston Reports to... ...Officer (transitioning to the Accounting Manager over time) Employment... ...as with customers and external advisors. Success means our billing is... .... Reconciliations – reconcile bank accounts, general‑ledger accounts...AccountsWebsiteFull time$88k - $98k
...with one remote workday. The Senior Accountant is a key member of the Finance team... ...against projections. Monitor cash balances, bank activity, and funding requirements.... ...Work Environment This position is an on-site role, with one flex day per week of remote...AccountsWebsiteFull timeTemporary workWork at officeLocal areaRemote workFlexible hours1 day per week$75k - $90k
...continues to grow, we are looking to add an experienced Senior Accountant to our collaborative and high-performing Finance team. Description... ..., quarterly, and annual account reconciliations, including bank, balance sheet, and general ledger accounts. Manage treasury activities...AccountsFlexible hours- ...management, serving as the single point of contact for UniBank products and services. You will open new accounts, handle teller and platform transactions, and cross-sell bank products while delivering a high-touch experience in a community-focused environment. #J-18808-...AccountsFull time
- ...responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. Deliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships. Cultivate relationships...AccountsWebsiteWork at officeFlexible hours
$35 - $40 per hour
...Staffing Solutions is seeking an experienced Accounting Manager for a well-established, family-... ...Full-Time, Temp-to-Hire Work Setting: On-site Responsibilities Manage day-to-day... ...maintain general ledger entries Perform bank and account reconciliations Handle daily...AccountsWebsiteHourly payFull timeTemporary workWork at officeMonday to Friday$45.12k - $74.45k
...applications in conformance with established bank policies, objectives and regulatory... ...Massachusetts and will be required to work on-site 3 days per week. Responsibilities... ...activities (e.g. posting fees, balancing accounts, etc.). Responsible for the integrity...AccountsWebsiteFull timeWork experience placementMonday to Friday3 days per week$50k - $250k
...Client Service to analyze renewal business and place new business accounts. Follows Trucordia sales methodologies and best practices,... ...prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c)...AccountsWebsiteFlexible hours$30 - $33.72 per hour
...Community Services is seeking a detail-oriented and analytical Staff Accountant to join our Finance team. The Staff Accountant plays a... ...loan, mortgage, and bond payment transactions across multiple banking institutions.Manage weekly mobile check deposits and maintain...AccountsWork at office- ...Description We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment... ...existing client base Qualifications: Previous experience in banking, financing, or other related fields Familiarity with...
- ...Accounting Associate - ContractorLG Energy Solution Vertech, Inc. (LGES Vertech) is a full-service... ...review, manage, and update vendor bank account information within the Treasury Management... ...diligence and month-end closing4 days on site (but may require to come in 5 days if...AccountsWebsiteWork at officeWorldwide
$50k - $250k
...Client Service to analyze renewal business and place new business accounts. Follows Trucordia sales methodologies and best practices,... ...candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c)...AccountsWebsiteFull timeWork at officeRemote workFlexible hours- ...Representative at our Hudson and Westborough branches. No prior banking experience required; come start a rewarding career with us.... ...you will deliver exceptional member service, assist with opening accounts and transactions, cross-sell products, and help meet service and...AccountsFull time
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