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Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.
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Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
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LI-NC1 Qualifications: Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services salesPreferred Area of Experience: Business development, business banking, lending, merchant services, treasury managementLicense or Certification Type: Must possess a valid driver's license.
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We pride ourselves in being one of the first banks on the internet and continually try and push ourselves to offer the latest in online and mobile banking to serve our customers in whichever channel they prefer.
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Coordinate guests requests according to hotel standards, including: restaurant recommendations and reservations, airline reservations, transportation services including limousine/bus/train, car rentals, charter flights/rentals, babysitting services, banking/financial services, business center services including scanning/fax/copy, mailing, delivery and messenger services, nightlife activities, shopping, sightseeing tours, spa services, personal training.
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ERP implementation, integration, or experience with Microsoft Business Central is a plus. Ensures wire and ACH transactions are prepared in accordance with the banking, payments, and supplier administration policy.
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Participate in customer/prospect meetings or joint visits with other departments (i.e. investment center, business banking, loan referrals, etc.) The Personal Banker plays a key role in providing retail banking services and products to consumers and small businesses.
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Familiarity with consumer lending and banking solutions. Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities.
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The Regional Service Associate serves as a vital member of our retail banking network. Closes loans for customers for applicable business lines (i.e. consumer lending) Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.
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Ensure the team supports the branch partnership as the business banking subject matter expert in their business selling and retention efforts including active participation in any business banking and retail sales initiatives.
$173,245.59 - $321,741.81 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. CFP or CRC preferred. Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships.
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At Northern Bank, banking may be our business, but helping small businesses grow is our passion. Right now, we're looking for a Personal Banker who understands that operational excellence combined with relationship management is key to helping Northern deliver exceptional service to help those business owners succeed and grow, help our bank continue to flourish, and help our local community continue to thrive.
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Qualifications:Accounting/Finance/Business Administration degree preferred. 1+ years finance, accounting, or banking experience preferred. At least one with success in developing new business in a multi‐call, multi‐decision maker environment.
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