Top 543 Banking relationship manager Jobs in Boston Ma

Relationship Advisor II- Start Up Banking
First Citizens Bank —Boston, MA
- $67,350 - $89,800 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
6d
Teller (full-time) on site – Salem (MA)
St. Jean's Credit Union —Salem, MA
- From $20 an hour
- Full-time
- Bilingual
- Background check
- Spanish
- Disability insurance
- Health insurance
Quick Apply
Retail Banking Training & Development Manager
Leader Bank —Arlington, MA
- $80,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Wellness program
- Paid holidays
Quick Apply
Senior Banker II
Middlesex Savings Bank —Maynard, MA
- $41,097 - $62,682 a year
- Extended hours
- Basic math
- Mid-level
- Office
Commercial Relationship Manager
The Hollister Group —Boston, MA
- $130,000 - $240,000 a year
- Full-time
- 5 years
- Office
- Business development
Quick Apply
Senior Banker III
Middlesex Savings Bank —Wayland, MA
- $45,122 - $74,451 a year
- Extended hours
- Sales
- Computer literacy
- Basic math
Branch Manager - Jamaica Plain, MA
JPMorganChase —Boston, MA
- $41.35 - $58.65 an hour
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
7d
Producer - Personal Lines
Trucordia —Peabody, MA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Spanish
- Marketing
- English
- Health savings account
- AD&D insurance
Quick Apply
8d
Personal Banker I
MutualOne Bank —Framingham, MA
- $43,774 - $65,376 a year
- Full-time
- Bilingual
- Bachelor of Science
- Office
1d
Investor Relations Associate
Beacon Capital Partners —Boston, MA
- $110,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Health insurance
13d
Branch Manager
Eastern Bank —Stoughton, MA
- $59,594 - $95,776 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Commercial Insurance Producer
Trucordia —Boston, MA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Spanish
- Marketing
- English
- Health savings account
- AD&D insurance
Quick Apply
8d
Commercial Insurance Advisor
Trucordia —Boston, MA
- $80,000 - $250,000 a year
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Personal Risk Advisor - High Net Worth
Trucordia —Boston, MA
- $50,000 - $200,000 a year
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Chief Operating Officer (COO) - Insurance Industry
Confidential —Boston, MA
- From $175,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Relocation assistance
Quick Apply
1d
Producer - Personal Lines
Trucordia —Boston, MA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Spanish
- Marketing
- English
- Health savings account
- AD&D insurance
Quick Apply
8d
Sales Associate Blufox Mobile- East Boston
Blufox Mobile —East Boston, MA
- $35,000 - $65,000 a year
- Weekends as needed
- High school diploma or GED
- Reliable transportation
- Ability to stand for extended periods
- Paid training
- Health insurance
Quick Apply
Project Manager
Delphi Construction, Inc. —Waltham, MA
- $100,000 - $150,000 a year
- Full-time
- Construction site
- 5 years
- Residential
- Health savings account
- Health insurance
Quick Apply
5d
Sales Associate Blufox Mobile - Weymouth
Blufox Mobile —Weymouth, MA
- $35,000 - $65,000 a year
- Weekends as needed
- High school diploma or GED
- Reliable transportation
- Ability to stand for extended periods
- Paid training
- Health insurance
Quick Apply
Commercial Insurance Producer
Trucordia —Peabody, MA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Spanish
- Marketing
- English
- Health savings account
- AD&D insurance
Quick Apply
8d

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banking relationship manager jobs near boston ma

Relationship Advisor II- Start Up Banking

First Citizens Bank -
Boston, MA

Apply Now

Job Details

Full-time
$67,350 - $89,800 a year
6 days ago

Qualifications

Customer communication

Full Job Description

Overview:

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Responsibilities:

The Relationship Advisor “RA” manages a portfolio of Commercial Banking Clients and is responsible for client onboarding, client servicing and proactive client solutioning. A key member of the client’s relationship team, the RA serves as the client’s dedicated point of contact for deposit and cash management banking needs.

New Client Onboarding

Leads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor to understand client’s strategy and short – and long-term financial needs.
Conducts onboarding activities to include:
Leads client discussions to identify deposit and cash management needs.
Performs product demos independently.
Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements.
Gathers and validates all relevant legal documentation to adhere to KYC based on client’s legal entity type.
Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status.
Post onboarding, proactively engages client to review services and ensure client understanding and utilization.
May assist more junior RAs with client onboarding.

Client Servicing

Acknowledges and orchestrates fast resolution of in-bound service inquiries.
Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution.
Researches and resolves complex client inquiries; ensure resolutions of solution solves client’s need and / or issue.
Leverages client’s service need as an opportunity to identify broader solutions to support client needs.
Takes initiative to resolve complex client inquiries before escalating to Manager.

Risk Advice

Advises clients on risk mitigation strategies to combat money laundering and fraud.
Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls.
Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts.

Client Success

Collaborates with client’s Relationship Manager and Product Advisor teams to remain apprised to short – and long – term client strategy; advises relationship team on client’s service themes and trends.
Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships.
Performs client account reviews and facilitates product discussions to support client short – and long – term financial needs.
Positions solutions within knowledge set, from qualify to close, for select deposit and cash management services.

Qualifications:

Bachelor’s Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 years of experience

Preferred:

Demonstrated organizational skills
Able to prioritize tasks with effective time management in a fast-paced environment
Strong written and verbal communication skills
Able to work in a team environment and comfortable working independently

The base pay for this position is relative to your experience but the range is generally $67350 - $89800 annually. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Apply Now

Refine Your Search

banking relationship manager jobs in boston ma

Relationship Advisor II- Start Up Banking

Teller (full-time) on site – Salem (MA)

Retail Banking Training & Development Manager

Senior Banker II

Commercial Relationship Manager

Senior Banker III

Branch Manager - Jamaica Plain, MA

Producer - Personal Lines

Personal Banker I

Investor Relations Associate

Branch Manager

Commercial Insurance Producer

Commercial Insurance Advisor

Personal Risk Advisor - High Net Worth

Chief Operating Officer (COO) - Insurance Industry

Producer - Personal Lines

Sales Associate Blufox Mobile- East Boston

Project Manager

Sales Associate Blufox Mobile - Weymouth

Commercial Insurance Producer

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