5 customer service jobs found

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Administration team. The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is responsible for coordinating administrative processes, maintaining account documentation, supporting client onboarding and servicing activities, and ensuring the timely and accurate execution of operational workflows. This is an excellent opportunity for someone with a minimum of 2 years of experience in wealth management, financial services operations, or client administration.  The ideal candidate will be looking to broaden their knowledge of wealth management practices and client service delivery. This position is part of a career progression track and offers opportunities to develop expertise in fiduciary services, wealth planning, client relationship...

Secondary Market Specialist   The Secondary Market Specialist supports the sale and delivery of residential mortgage loans to investors. This role is responsible for ensuring accurate loan delivery, funding, reconciliation, reporting, servicing transfer activities, and compliance with investor and internal requirements. The ideal candidate is highly organized, detail-oriented, and experienced in mortgage operations.   Key Responsibilities Review mortgage loan files for completeness and investor readiness. Deliver mortgage loans and required documentation to investors within established deadlines. Maintain accurate loan sale records in internal and investor systems. Provide lock desk support, including processing lock requests, extensions, relocks, and changes. Coordinate with underwriting, closing, servicing, and finance teams to resolve funding and delivery issues. Process loan funding activities and related accounting entries....

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 team in various branches.    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...

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...

Executive Administrator Are you a highly organized and detail-oriented professional looking to make a meaningful impact in a dynamic corporate environment? Washington Trust is seeking an experienced, highly organized, proactive and solutions-driven Executive Assistant to provide dedicated support to the Chief Executive Officer and Chief Operating Officer  This position requires more than outstanding administrative skills. The successful candidate will be a trusted partner who anticipates needs, manages competing priorities with discretion and sound judgment, and serves as a key point of coordination across the organization. The Executive Assistant will be responsible for managing complex calendars, communications, travel, meetings, and executive priorities while also supporting strategic projects, leadership initiatives, and special assignments. The ideal candidate is comfortable working behind the scenes to keep executives focused on the highest-value...