9 retail jobs found

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...

Assistant Branch Manager   We are seeking an experienced branch sales and operations professional to support our leadership team at our new Bristol Branch. This position will directly supervise, coach and mentor the Retail Flex Bankers staff.    Responsibilities: Assure that bank policies and procedures are adhered to and followed Coordinate work schedules Manage and supervise cash/currency handling and controls as well as security and audit functions Mentor and coach employees in their assigned accountabilities including cross training all staff to be proficient in all operations and sales functions In collaboration with key staff, conduct staff meetings, prepare and issue performance evaluations and implement disciplinary actions when appropriate Service customers both in a teller and banker capacity, including account maintenance, lending, opening and maintenance of deposit accounts, cross selling and referrals Requirements: Previous branch...

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...

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...

  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 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...