4 retail client manager jobs found

Washington Trust is seeking a highly skilled and client-focused  Senior Financial Planner  to join our Wealth Management team. In this role, you will create and present comprehensive financial plans for our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You’ll serve as a trusted advisor and subject matter expert, helping clients navigate complex financial decisions while supporting our internal teams with your planning expertise.   This position is based in Providence, RI, with hybrid opportunities. Key Responsibilities Develop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan, Vanilla, Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients. Engage clients in meaningful conversations to gather financial data and present personalized planning strategies. Interpret trust and estate planning documents, create abstractions in software and present to clients. Model estate planning...

The Washington Trust Company is seeking an individual with strong accounting analytical and organizational skills to support our Business Banking team located in Warwick, Rhode Island. This position will be required to research, gather information, analyze, and present credit write-ups to support credit decision making, and underwriting for business banking commercial loans. This position will have exposure to various aspects of the commercial lending function and interact with customers and internal staff.    This position supports a hybrid on-site/remote work schedule.   Primary Responsibilities: Develop and analyze various credit information pertaining to small business lending transactions; analyze historical and current financials, develop proformas, prepare annual status reviews, property inspections, special projects in support of the team as requested.   This includes evaluating credit risk, industry/market research, collateral, and ability to service...

We are seeking experienced Mortgage Originators for a Community Lending Officer role to support our diverse communities . The Community Lending Originator supports educational activities, outreach efforts, and the full-cycle lending process for all Washington Trust clients, and potential clients, with a concentration on first-time home buyers and customers in designated CRA lending areas.  The Community Lending Originator strengthens and develops strong community relationships and supports the growth and development of Washington Trust in Massachusetts.   Washington Trust is well known for our community involvement.  We believe that our success as an institution is part and parcel of the achievement of the communities as a whole.  We are seeking professionals who share our passion and support our core values of quality, collaboration, integrity, agility, and community.   This position requires 3+ years of mortgage origination experience with a proven record of...

As a Commercial Relationship Manager with the Washington Trust C&I Lending team, you will provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with large middle market businesses and their owners. Manage a portfolio of high performing commercial relationships to include but not limited to C&I lending and/or specifically agreed upon specialized industry verticals.   We support a hybrid work schedule with on-site work at our offices in Providence, RI.    In this role you'll have the opportunity to: Generate revenue derived through targeted business development activities with existing commercial clients and new commercial prospect opportunities. Utilize sales expertise to build a portfolio of prospective clients and leverage an extensive referral network.  Structure, underwrite, and present credit...