5 customer service jobs found in Westerly

About Us:  Washington Trust has an opportunity for an experienced Portfolio Manager in our Wealth Management division.    The Portfolio Manager will be responsible for delivering the highest level of customer service for managing investment portfolios to achieve our clients' financial goals. This role involves proactive client contact and relationship management, developing and implementing investment strategies for client portfolios, and contributing to our internal investment committees.  This is a key contributor to our investment and relationship management team, and we are seeking someone with a deep understanding of investment markets and analysis who can effectively communicate with clients of all levels of investment sophistication.    Location: This position may be located in Providence or Westerly, Rhode Island with hybrid possibilities if located in RI, MA, or CT.     Key Responsibilities: Consistently provide proactive, high-impact...

Branch Flex Banker  Branch Banking Careers Available at Washington Trust!  Our branch banking employees create an environment of trust and an exceptional experience for our customers.  We’re looking to add to our teams at various branch locations throughout Rhode Island.  If you’re an experienced banking professional, or you have similar work experience with skills that will successfully assist you to grow into this role, this opportunity may be for you. What your responsibilities will be: While actively engaging with the customer, process customer transactions accurately Understanding and applying bank policies and procedures Provide a superior banking experience for the customer through a relationship building approach Proactively seek and recommend the best products and services to fit the customer’s needs Contribute to the achievement of sales objectives Accurately and efficiently process and manage customer transactions Understand and navigate...

Retail Banking Relationship Sales Officer Washington Trust is seeking an experienced Relationship Sales Officer to support our Retail Banking Team and develop new and existing consumer and business banking relationships within the Rhode Island/Southeastern CT/Southern MA markets. The goal of this position is to support our customers to achieve their financial goals by providing both personal and business banking solutions. This role requires a strong communicator to collaborate with branch staff and business partners utilizing a consultative sales model to understand the clients' holistic business and consumer needs.  Solutions may include deposits, loans, cash management, commercial loans or wealth management and any other applicable banking services.  Additionally, the RSO will network with external COIs and internal partners to prospect opportunities. CRM will be utilized to refer and manage pipeline activity.   PRIMARY RESPONSIBILITIES  Work with...

  We’re seeking a Small Business Risk Manager to join our Risk Management Team based in Westerly, RI. This position is responsible for assessing, monitoring, and mitigating credit and operational risks within a small business lending portfolio.  This role requires strong credit underwriting expertise, advanced data analysis capabilities, and the ability to design risk strategies that support growth while maintaining portfolio quality.  The ideal candidate is highly analytical, detail-oriented, and comfortable working with large datasets, financial statements and risk models. This is a hybrid position with required on-site work in our office in Westerly, RI. Key Responsibilities Credit Risk Management Develop and refine credit policies, scorecards, and underwriting standards to align with portfolio risk appetite. Conduct periodic portfolio reviews to identify early warning indicators, concentrations and emerging risks. Prepare and present...

Washington Trust is seeking a Senior Commercial Loan Workout Relationship Manager to independently manage distressed and non-performing commercial loans with a focus on maximizing recovery and minimizing losses. Responsibilities include handling restructures, forbearance agreements, troubled loan modifications, develop appropriate loan loss reserve analysis, and oversee and direct liquidations (including secured creditor sales and receiverships). In addition, this position will assist the senior members of Credit Risk with commercial loan portfolio management, risk assessments and data analytics. Lastly, responsible for appropriate guaranty programs for loans in Risk, primarily SBA.   Hybrid on-site/remote work schedule available.   PRIMARY RESPONSIBILITIES   Manage all commercial loan workouts Develop appropriate loan loss reserve analysis to ensure accurate financial reporting and risk management Ensure all risk ratings and accrual status is...