35 finance jobs found in Westerly, RI

Senior Mortgage Executive – Lending Support Services We are seeking a seasoned mortgage executive to lead our Mortgage Operations and Secondary Marketing functions. This individual will play a critical leadership role in driving operational excellence, supporting production growth, and optimizing secondary market execution. As a key member of the Retail Lending leadership team, this role is responsible for the full lifecycle support of residential mortgage origination, including credit policy, underwriting oversight, operational execution, and secondary marketing strategy. The position will report directly to the EVP Chief Retail Lending Officer. Location: Westerly, Rhode Island (Hybrid). Candidates must be based in New England with Massachusetts, Rhode Island, or Connecticut preferred.   Position Overview This leader will ensure a high-performing, scalable mortgage platform that balances growth, efficiency, and risk discipline. The role requires strong...

  We are seeking a Fair Lending & CRA Compliance Data Analyst to support our Fair Lending, CRA, and HMDA compliance programs through the collection, validation, and maintenance of regulatory data. This role is responsible for preparing and maintaining datasets, recurring reports, and dashboards used for regulatory reporting, performance monitoring, and management decision-making.  The Analyst reviews and analyzes data to identify trends, variances, and potential risks, and communicates findings to compliance management. Responsibilities include supporting regulatory examinations, internal audits, and annual risk assessments, as well as maintaining components of the CRA Public File. This role partners with internal stakeholders to obtain and validate data, ensure data integrity, and support consistent, accurate reporting across compliance programs.   This position has a hybrid schedule with required onsite days in Westerly, RI.   Key Responsibilities...

Washington Trust Wealth Management is seeking an experienced and detail-oriented Senior Wealth Administrator to support the delivery of exceptional wealth management services to our clients. This role is a key client contact and is responsible for managing complex administrative and operational activities for high-net-worth client relationships, ensuring accuracy, compliance, and exceptional service.  The Senior Wealth Administrator partners closely with Wealth Advisors, Portfolio Managers, middle office and client-facing teams to deliver seamless client experience.    The ideal candidate brings deep knowledge of wealth operations, strong relationship management skills, and the ability to work independently while collaborating across teams.   Key Responsibilities All day to day administration for assigned clients  Administer and service a portfolio of complex wealth management accounts, including trusts, investment accounts, and client portfolios Execute and...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Southern Rhode Island. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to...

Washington Trust is seeking an accomplished and forward‑thinking Senior Data Engineer to support and advance the organization’s enterprise‑wide data and analytics capabilities. As a key member of our Management Information Systems (MIS) function, the Senior Data Engineer will design, build, and modernize scalable data platforms that power decision‑making across all business lines and corporate functions. This role serves as a technical leader and trusted partner to stakeholders throughout the enterprise, driving the evolution of our cloud‑based data environment, ensuring data quality and governance, and enabling advanced analytics, reporting, and business intelligence solutions. The Senior Data Engineer will play a critical role in shaping Washington Trust’s data architecture strategy, mentoring team members, and delivering innovative solutions that support operational excellence, customer insights, and enterprise performance. This is a hybrid position with periodic...

Hiring Range: $24.56 - $39.48 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.   The Commercial Banking Administrator II works independently handling accounts of moderate size and complexity and/or moderate volume of accounts. Supports a lending team while being responsible for the review and completion of due diligence associated with the commercial loan documentation/closing process, including the satisfaction of approval conditions prior to the preparation of commercial loan documentation and controlling the disbursement of new loan proceeds by reviewing attorney prepared documents to ensure adherence to loan approval requirements. Additional responsibilities include monitoring and enforcing post-closing exception items and working closely with customers and attorneys...

Hiring Range: $77,510 - $127,338 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.  Warwick & East Greenwich & Lincoln RI Markets  At Eastern Bank, we understand the financial concerns of small businesses. That's why we offer a variety of products and financing solutions designed specifically for business' with sales less than $10MM. Our Business Banking Group is a team of banking professionals who can deliver all the services you need quickly and conveniently. Responsibilities include, but are not limited to the following:  Develop a portfolio of customers, prospects and Centers of Influence (COIs) through networking and other business development efforts.  Sell of bank products to new and...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Northern Rhode Island. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to...

Location: 31 Main Street - Hebron, Connecticut 06248 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally,...

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 596 Middle Turnpike - Storrs, Connecticut 06268 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 596 Middle Turnpike - Storrs, Connecticut 06268 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

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...

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...

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...

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...

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...

Location: 724 Boston Post Road - Madison, Connecticut 06443 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

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 throughout RI.    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...

Location: 2510 Main Street - Glastonbury, Connecticut 06033 *Part Time - 30 hours per week* *Must be flexible and available to be scheduled during any branch days/hours*   Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Location: 2510 Main Street - Glastonbury, Connecticut 06033 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...