http://cfgcareers.com/boston/sales-jobs en
Working in a team environment, the candidate will analyze, structure, underwrite and present credit recommendations on Asset Based Loan requests and/or modifications. Analyses will include in-depth review of financial statements, projections, and other relevant credit information. Preparation of underwriting documents will also include client exposure strategies, credit risks and mitigants, cash flow repayment analysis, collateral analysis on multiple asset classes, preparation of pricing and risk rating models, and completion of the credit proposal summary in accordance with Citizens Financial Group policy. The position will also include interaction with Bank clients and prospects. The position may include travel primarily for prospect/client meetings and site inspections.

Qualifications

Minimum of 10 years experience in Asset Based Lending.


Bachelor's Degree in Business, Finance, or Economics preferred.


Successful completion of formal credit training preferred.


Experience with Commercial modeling and risk measurement preferred.


Excellent PC skills in Excel and Microsoft Word.


Ability to coordinate multiple projects and satisfy strict deadlines.


Excellent verbal and written communication skills required.


Strong organizational and time management skills required.


Ability to prioritize, multitask, and be a self-starter.

Hours and Work Schedule

Hours per Week: 40


Work Schedule: Monday-Friday 8:00AM-5:00PM

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
386543]]> Tue, 15 May 2012 16:00:00 GMT 2437224-Boston-Sales-and-Service
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

386533]]> Mon, 14 May 2012 16:00:00 GMT 2433745-Boston-Finance
As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.

Qualifications

BA/BS degree or equivalent experience in residential mortgage sales preferred


Three plus years of retail residential mortgage sales experience


Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)


Established relationships with local referral networks


Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences


Strong computer skills and experience utilizing laptop technology


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.

Hours and Work Schedule

Hours per Week: 40


Work Schedule: Monday-Friday 8:00AM-5:00PM

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
386498]]> Sun, 13 May 2012 16:00:00 GMT 2430002-Boston-Sales-and-Service
Generate mortgage applications for the CCO Mortgage.  Meet sales goals and objectives.  Manage sales team to call on Real Estate Brokers, Developers, CPA's and other referral sources to obtain mortgage leads.  Recruit and develop and manage quality sales team that generates quality loans compliant with CCO Mortgage policies and procedures.  Maintain a broad understanding of products, guidelines and pricing strategies.
 

Qualifications

4 years of mortgage experience.


Bachelor's Degree preferred.


Minimum 2 years management experience in the mortgage industry.


Excellent sales presentation and marketing skills.


Excellent written, organizational and communication skills required.


Outstanding interpersonal skills.


Working knowledge of FNMA-DU/FHLMC


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

386220]]> Thu, 03 May 2012 16:00:00 GMT 2412198-Boston-Sales-and-Service
This position involves being the sole buy desk representative for RBS Asset Finance, Inc. The employee will work with existing sources and develop new sources of loan and lease transactions for acquisition by RBSAF. The employee will pre-screen deals from a credit and structure standpoint, submit deals for underwriting, negotiate prices with sources and interface with documentation to unsure that the deal is closed and funded in accordance with the approval for the transaction.
 

Qualifications

Candidate must possess excellent commercial credit skills and the ability to pre-screen third party transactions from a credit and structure standpoint.

Good written/verbal communication skills.

Candidate must have familiarity with pricing (Super Trump) and RAROC models. Minimum of 5 years indirect Buy-Desk experience, preferably in a bank own leasing company setting.

Commercial banking training and credit experience (not less than two years) also required.

Existing network of contacts in the equipment finance capital markets area is a plus.


Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Asset Finance, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
386064]]> Tue, 01 May 2012 16:00:00 GMT 2406272-Boston-Sales
As an employee of Citizens Financial Group, you become a part of an organization committed to service customers, colleagues and communities in which we do business.  Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Under the guidance of the Director of Private Banking, incumbent will assist in the management of an assigned group of accounts in accordance with approved policies and strategies with the purpose of meeting client goals and objectives. The chosen candidate will contribute to profit, sales and product targets of the Wealth Management Group by selling appropriate wealth management and banking services to the portfolio of clients.  Manage and grow a portfolio of the largest and most complex private banking accounts.  Maintain existing client relationships and balances.  Further develop accounts by cross-selling thru personal contact with clients.  Also expected of the chosen candidate, will be to expand the size and quality of the client base through initiating new relationships and developing existing ones to increase the penetration of wealth, investments and retail bank products.  Expand number of relationships thru referrals, provide a high-level of customer service to clients by resolving and addressing issues and/or concerns, answering questions and coordinating client service activities with other areas of the organization.  Become the trusted advisor to clients, providing guidance across the full range of wealth management and banking products, and a consistent, credible, responsive and accessible point of contact for clients.  Maintain a high-level of industry knowledge, perform compliance review of assigned accounts. Maintain a high awareness of regulations, ethics and compliance issues.  Conduct reviews of all accounts and assets in accordance with applicable procedures and requirements as well as handle other assignment as directed by manager.
 

Qualifications

Bachelor’s degree required or relevant experience

7+ years of applicable experience

Experience/exposure to banking/investment/wealth management

Excellent client service and communication skills

Knowledgeable of regulatory requirements to ensure a sound control environment

Proven record of developing client relationships

Series 7 Securities License required within 120-days of hire

The successful candidate must meet and comply with all requirements set forth in the SAFE Act, including but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS


Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

385154]]> Wed, 04 Apr 2012 16:00:00 GMT 2329750-Boston-Sales-and-Service
Under the guidance of the Premier Banking Sales Manager, incumbent will have responsibility and accountability to service a portfolio of approx 250/300 affluent clients profitably with the objective of growing share of wallet, retention and acquisition of new clients. The RM will have to operate within approved policies and strategies and deliver outstanding service and sales solutions to meet clients’ long and short term goals.
Contribute to profit, sales and product targets of the Retail and Wealth Management Group by selling appropriate wealth management and banking services to the portfolio of clients. To profitably manage, grow and acquire a portfolio of affluent accounts . Maintain existing clients relationship and balances to further develop accounts through cross-selling by maintaining regular personal contact with clients and developing deep long term relationships. Expand the size and quality of the client base through initiating new relationships and developing existing ones to increase the penetration of wealth, investments and retail bank products. Expand number of relationships thru referrals and provide referrals to other bank specialists. Provide a high-level of customer service to clients by resolving and addressing issues and/or concerns, answering questions and coordinating client service activities with other areas of the organization. Become the trusted advisor to clients, providing guidance across the full range of wealth management and banking products, and a consistent, credible, responsive and accessible point of contact for clients. Maintain knowledge of capital markets and financial instruments. Perform compliance review of assigned accounts. Maintain a high awareness of regulations, ethics and compliance issues. Conduct reviews of all accounts and assets in accordance with applicable procedures and requirements. Handle other assignment as directed by manager.
 

Qualifications

Bachelors degree preferred or relevant equivalent experience

3-5 years of banking experience

Experience/exposure to banking/investment/wealth management

Experience with sales of consumer mortgage and home equity recommended

Excellent customer service and communication skills

Knowledgeable of regulatory requirements to ensure a sound control environment

Proven record of developing client relationships and success in relationship selling

Series 6 & 63 Securities License required within 90-days of hire

Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.


Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

384932]]> Wed, 28 Mar 2012 16:00:00 GMT 2309191-Boston-Sales
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

384193]]> Thu, 01 Mar 2012 14:00:00 GMT 2218755-Boston-Finance
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

384133]]> Tue, 28 Feb 2012 14:00:00 GMT 2214224-Quincy-Finance
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65/66, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

383528]]> Mon, 06 Feb 2012 14:00:00 GMT 2155945-Boston-Finance
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65/66, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

382263]]> Sun, 11 Dec 2011 14:00:00 GMT 2028533-Boston-Finance
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
380917]]> Tue, 11 Oct 2011 16:00:00 GMT 1855962-Boston-Finance