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Northeastern University Logo
Northeastern University

Boston, Massachusetts

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Branch Relationship Manager
The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of relationship managers. The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of relationship managers. Role & Responsibility Identify opportunities to promote banking products across existing and new customers Conduct financial needs analysis to understand customers' financial goals and offer wealth management solutions such as insurance, structured deposits, loans and investment products Ensure compliance to service standards and provide excellent customer service and banking experience Regularly send customers information relating to


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