Massachusetts Jobs
Financial Consultant II
Category: Sales / Sales Management
Location: Boston, Massachusetts
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
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Banker II
Category: Banking / Mortgage
Location: Boston, Massachusetts
Responsibilities Engage current and potential customers to gain an understanding of their unique banking needs.
Set prospect meetings at initial contact or through proactive follow-up.
Establish customer relationships, conduct telephone prospecting, outbound calls, follow-up and face-to-face meetings.
Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers.
Achieve personal sales goals and actively participate in branch sales and marketing activities.
Exercise strong decision making abilities and problem solving [...]
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In Store Banker I
Category: Banking / Mortgage
Location: Boston, Massachusetts
Responsibilities Engage current and potential customers in the aisles, at the check-out counter, and at the front door of the host retail partner.
Set prospect meetings at initial contact or through proactive follow-up to gain an understanding of customers unique banking needs.
Establish customer relationships, conduct telephone prospecting, outbound calls, follow-up and face-to-face meetings.
Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers.
Achieve personal sales goals and actively participate in branch sales [...]
Apply to Job
Asst Branch Manager I
Category: Banking / Mortgage
Location: Boston, Massachusetts
Responsibilities Overall responsibility for daily operations, including management of Teller (including Teller Manager) and Customer Service staff of a Tier I branch. Provide sales leadership to ensure franchise growth through personal example and regular monitoring of team sales results. Under guidance of Branch Manager may hire, fire, review, and counsel staff. Reviews teller work schedule. Schedules Bankers/Customer Service Representatives to ensure adequate coverage. Responsible for keeping branch in compliance with all bank policies and procedures and prepares branch for internal [...]
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In Store Banker I
Category: Banking / Mortgage
Location: Boston, Massachusetts
Responsibilities Engage current and potential customers in the aisles, at the check-out counter, and at the front door of the host retail partner.
Set prospect meetings at initial contact or through proactive follow-up to gain an understanding of customers unique banking needs.
Establish customer relationships, conduct telephone prospecting, outbound calls, follow-up and face-to-face meetings.
Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers.
Achieve personal sales goals and actively participate in branch sales [...]
Apply to Job
Dir Compliance\Opl Risk
Category: Management
Location: Boston, Massachusetts
Responsibilities The purpose is to oversee all broker/dealer (B/D), 2 investment advisers and insurance compliance activities including, but not limited to sales, marketing, operations, and customer service to ensure compliance with all State (State Securities and State Insurance Divisions) and Federal (SEC and MSRB) and SRO (FINRA), and Bank (OCC, FDIC, CFPB) regulations as well as CFG/RBS corporate policies and audit programs. Direct the creation and administration of an in-depth compliance plan to protect the B/D and the bank from possible liability stemming from customer dissatisfaction [...]
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In Store Banker I
Category: Banking / Mortgage
Location: Boston, Massachusetts
Responsibilities Engage current and potential customers in the aisles, at the check-out counter, and at the front door of the host retail partner.
Set prospect meetings at initial contact or through proactive follow-up to gain an understanding of customers unique banking needs.
Establish customer relationships, conduct telephone prospecting, outbound calls, follow-up and face-to-face meetings.
Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers.
Achieve personal sales goals and actively participate in branch sales [...]
Apply to Job
Mortgage Loan Officer
Category: Sales / Sales Management
Location: Boston, Massachusetts
Responsibilities As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers. Citizens Financial [...]
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CCOISC Research Specialist
Category: Sales / Sales Management
Location: Boston, Massachusetts
Responsibilities CCO Investment Services Corp. is responsible for providing a complete line of investment and insurance products and functionality to our Financial Consultants and our clients. The primary function of a Sr. Operations Specialist is to perform all aspects related to the operational needs of a broker dealer. These tasks include, but are not limited to; New Account set up, Transfer of Asset processing, Order Entry, Redemption Request, Retirement Processing, Quality Review, Issue resolution and Customer Service. Additionally a Sr. Operations Specialist is viewed as a Subject [...]
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SR FINANCIAL ANALYST
Category: Accounting / Finance
Location: Boston, Massachusetts
Responsibilities The incumbent is responsible for supporting all internal financial reporting and performance analysis for a significant Commercial Banking line of business. Scope includes responsibility for the month-end close process, reporting of monthly results / variance analysis, preparing forecasts, leading the annual operating budget process and presentations to the line of business executive. This position is responsible in broad terms for identifying financial issues, risks and opportunities that exist in the business and synchronizing the financial impacts and communication of [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices. Our Financial Consultants will proactively call on potential new clients to promote and [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities Engage current and potential customers to gain an understanding of their unique banking needs. Set prospect meetings at initial contact or through proactive follow-up. Establish customer relationships, conduct telephone prospecting, outbound calls, follow-up and face-to-face meetings. Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers. Achieve personal sales goals and actively participate in branch sales and marketing activities. Exercise strong decision making abilities and problem solving [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities Engage current and potential customers in the aisles, at the check-out counter, and at the front door of the host retail partner. Set prospect meetings at initial contact or through proactive follow-up to gain an understanding of customers unique banking needs. Establish customer relationships, conduct telephone prospecting, outbound calls, follow-up and face-to-face meetings. Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers. Achieve personal sales goals and actively participate in branch sales [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities Overall responsibility for daily operations, including management of Teller (including Teller Manager) and Customer Service staff of a Tier I branch. Provide sales leadership to ensure franchise growth through personal example and regular monitoring of team sales results. Under guidance of Branch Manager may hire, fire, review, and counsel staff. Reviews teller work schedule. Schedules Bankers/Customer Service Representatives to ensure adequate coverage. Responsible for keeping branch in compliance with all bank policies and procedures and prepares branch for internal [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities Engage current and potential customers in the aisles, at the check-out counter, and at the front door of the host retail partner. Set prospect meetings at initial contact or through proactive follow-up to gain an understanding of customers unique banking needs. Establish customer relationships, conduct telephone prospecting, outbound calls, follow-up and face-to-face meetings. Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers. Achieve personal sales goals and actively participate in branch sales [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities The purpose is to oversee all broker/dealer (B/D), 2 investment advisers and insurance compliance activities including, but not limited to sales, marketing, operations, and customer service to ensure compliance with all State (State Securities and State Insurance Divisions) and Federal (SEC and MSRB) and SRO (FINRA), and Bank (OCC, FDIC, CFPB) regulations as well as CFG/RBS corporate policies and audit programs. Direct the creation and administration of an in-depth compliance plan to protect the B/D and the bank from possible liability stemming from customer dissatisfaction [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities Engage current and potential customers in the aisles, at the check-out counter, and at the front door of the host retail partner. Set prospect meetings at initial contact or through proactive follow-up to gain an understanding of customers unique banking needs. Establish customer relationships, conduct telephone prospecting, outbound calls, follow-up and face-to-face meetings. Demonstrate a deep understanding of products and present benefits by cross-selling to existing and new customers. Achieve personal sales goals and actively participate in branch sales [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers. Citizens Financial [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities CCO Investment Services Corp. is responsible for providing a complete line of investment and insurance products and functionality to our Financial Consultants and our clients. The primary function of a Sr. Operations Specialist is to perform all aspects related to the operational needs of a broker dealer. These tasks include, but are not limited to; New Account set up, Transfer of Asset processing, Order Entry, Redemption Request, Retirement Processing, Quality Review, Issue resolution and Customer Service. Additionally a Sr. Operations Specialist is viewed as a Subject [...]
Apply to Job
Location: Boston, Massachusetts
Responsibilities The incumbent is responsible for supporting all internal financial reporting and performance analysis for a significant Commercial Banking line of business. Scope includes responsibility for the month-end close process, reporting of monthly results / variance analysis, preparing forecasts, leading the annual operating budget process and presentations to the line of business executive. This position is responsible in broad terms for identifying financial issues, risks and opportunities that exist in the business and synchronizing the financial impacts and communication of [...]
Apply to Job
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