Location 1 Canal Plaza Portland, Maine 04101 ABOUT THE JOB (JOB BRIEF) Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide

We are seeking an Assistant Branch Manager for our Westbrook, ME branch. At Northeast Credit Union, our core values drive our mission and vision. Our mission is to enrich and nourish the lives of others Our members, our employees, and our communities. Voted Forbes list of America's Best In State Credit Unions 6 years in a row! The Role Provide members and potential member

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their fina