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10 onsite specialist jobs found

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onsite specialist Rhode Island
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Finance  (7) Accounting  (3) Customer Service  (2) Insurance  (2)
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Full time  (5)
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The Washington Trust Company  (5) Bank of America  (2)  (1)  (1)  (1)
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Johnston  (3) Providence  (3) Westerly  (3) Warwick  (1)
Full time
 
Customer Service Representative
Johnston, RI
Starting Salary: $22 / hour Start Date: November 30th, 2026 When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more.  Primary responsibilities include Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will: Field a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and...

Oct 17, 2026
Full time
 
Customer Service Representative - Second Shift
Johnston, RI
Starting Salary: $22 / hour Start Date: November 30th, 2026 When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more.  Primary responsibilities include Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will: Field a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and...

Oct 17, 2026
Full time
 
Fraud Claims Sr Specialist
Johnston, RI
As a  Fraud Claims Sr. Specialist , you’ll play a pivotal role in our Fraud and Claims Operations group, one of our most critical departments at Citizens. Our team is dedicated to protecting our customers, maintaining the highest standards of service, and ensuring the integrity of financial transactions. You’ll use critical thinking skills to assist customers with existing claims and determine the best next step for the customer and the bank. This role requires the application of various methods, procedures, and knowledge of the business unit’s product(s) and system application(s). Specialists manage competing priorities in an accurate and timely manner and may participate in process enhancements requiring coordination with other teams.  Come join our best-in-class team making a difference for our customers every day.  Growth opportunities await you inside our department and within other business areas.  Primary Responsibilities Review Claims – Responsible for reviewing...

Oct 16, 2026
Bank of America
Full time
 
Senior Tax Specialist- Fiduciary
Bank of America Providence, RI
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Sep 30, 2026
Bank of America
Full time
 
Senior Tax Specialist- Fiduciary
Bank of America Providence, RI
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Sep 30, 2026
TW
Secondary Market Specialist - Secondary Market
The Washington Trust Company Westerly, RI
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....

Sep 24, 2026
TW
Loan Origination Specialist I - Warwick LPO
The Washington Trust Company Warwick, RI
Loan Origination Specialist   Join Our Mortgage Lending Team! We are seeking a detail-oriented and customer-focused Loan Origination Specialist to support our Mortgage Originators throughout the residential mortgage loan process. This role is responsible for providing administrative, operational, and customer support while helping ensure a smooth and efficient experience for borrowers from application through closing.   Key Responsibilities Support Mortgage Originators by managing loan files and maintaining accurate documentation. Assist borrowers throughout the mortgage application process and provide exceptional customer service. Request, collect, review, and upload required loan documentation. Monitor loan pipelines and help ensure applications move efficiently through the lending process. Coordinate with Mortgage Originators, Processors, and internal partners regarding file status and outstanding conditions. Respond to...

Sep 15, 2026
TW
Retail Banking Product Support Specialist
The Washington Trust Company Westerly, RI
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...

Sep 09, 2026
TW
Wealth Relationship Manager
The Washington Trust Company Providence, RI
Washington Trust Wealth Management is seeking an experienced, detail-oriented Relationship Manager to deliver exceptional service to high-net-worth clients. This role serves as a key client contact and is responsible for managing complex administrative and operational activities with accuracy, sound judgment, and a strong commitment to compliance and service excellence. The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners, banking partners, tax professionals, and fiduciary specialists to deliver integrated wealth management solutions.   The ideal candidate brings strong relationship management capabilities, sound fiduciary and operational judgment, and the ability to work independently while collaborating effectively across teams.   Key Responsibilities: Client relationship management: Build and maintain strong, long-term relationships with clients, beneficiaries, family members, professional advisors, and centers of...

Sep 11, 2026
TW
Wealth Advisor
The Washington Trust Company Westerly, RI
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...

Jul 27, 2026
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