4 customer service jobs found in Westerly

  We are looking for a self-starter to become a Wealth Management Assistant as part of our Middle Office Team located in Westerly, RI.  This position is an on-site role.   This group provides operational support to all groups within Wealth Management.  This is accomplished by providing outstanding service, administrative and analytical support, and transaction processing to internal and external clients. The successful candidate will ensure internal team partners are compliant with operating policy, documentation procedures and regulatory requirements.  This position is also responsible for ensuring transactions are processed accurately and on time, and exceptions are resolved proactively.  This position interacts with client facing team members, management, third-parties and vendors to coordinate daily operational activities.  The candidate will have the ability to support process improvement activity and help embed a culture of continuous improvement....

Washington Trust is looking for a dynamic experienced Commercial Real Estate Lender with a focus on the Connecticut Market to join our CRE lending team. This position will become part of a collaborative, results oriented team focused on providing commercial real estate lending products and services to new and existing customers of The Washington Trust Company.   We offer a hybrid work schedule with on-site work in our New Haven and Westerly, RI offices.      Responsibilities:   Develop and service a growing commercial real estate loan portfolio by establishing and supporting a robust calling plan. Maintain relationships with existing customers, prospects, and referral sources to achieve loan and deposit production goals while ensuring compliance with credit policies and procedures and established standards. Position requirements : 7+ years of commercial real estate lending experience with an established network of customers and...

Washington Trust is seeking a Retail Banking Product Support Specialist to join their team. The Retail Banking Product Support Specialist serves as the Retail Banking business owner and subject matter expert for Washington Trust's core banking platform. This position is responsible for defining business requirements, managing product configuration, supporting system enhancements, and driving continuous improvement initiatives to ensure system capabilities support Retail Banking's strategic and operational objectives.   The incumbent will work closely with Retail Banking leadership, Operations, Information Technology, and other key stakeholders to ensure products, services, and processes are configured and maintained effectively while enhancing operational efficiency, employee productivity, and the customer experience.   Essential Functions Serve as the Retail Banking subject matter expert for the Fiserv DNA core banking platform, including an understanding of how...

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance. The ideal candidate holds a Certified Financial Planner (CFP®) designation or Certified Trust and Fiduciary Advisor (CTFA) credential and brings a strong commitment to fiduciary responsibility and client service excellence.   Key Responsibilities Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice Develop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategies Conduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goals Serve as the...