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James T. is listed as Vice President, FX Manager at Eastern Bank, a company with 1477 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for James T..
James T. previously worked as Vice President, Foreign Exchange Relationship Manager at Eastern Bank and Inside Account Executive at Convera. James T. holds Master Of Business Administration - Mba from University Of Maryland Global Campus.
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Experienced financial services professional with 7+ years in foreign exchange and fintech. Expertise in currency advisory, portfolio management, client acquisition, and retention.
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Boston, Massachusetts, United States
- Global Market Insight: Provided strategic advice on international currency dynamics, empowering clients to make informed decisions on cross-border transactions.- Analytical Excellence: Performed comprehensive analysis of global financial markets, identifying lucrative trading opportunities that significantly boosted portfolio performance.- Client.
Washington, District Of Columbia, United States
- Team Leadership: Orchestrated a team training program, resulting in a 30% improvement in new hire onboarding efficiency.- Client Engagement: Successfully engaged with inbound business referrals, collaborating with lead generators to optimize client acquisition processes.- Client Retention: Exceeded client retention targets by 80%, demonstrating.
- Portfolio Management: Managed a $2.3 million portfolio, consistently meeting and surpassing revenue quotas.- Client Advisory: Provided expert foreign exchange advice, driving a notable increase in client satisfaction and revenue growth.- Account Reviews: Conducted regular account review meetings, resulting in a 15% improvement in client satisfaction and.
- Transaction Processing: Efficiently processed foreign currency transactions and global wire transfer payments, consistently achieving and exceeding financial targets through strategic up-selling and cross-selling.- Customer Service: Delivered exceptional customer service, resolving inquiries and issues promptly to maintain positive client relationships.
- High-Value Portfolio Management: Managed a portfolio of high-value clients, fostering deep relationships through personalized service and complex credit solutions up to $1MM.- Credit and Loan Structuring: Prepared and submitted accurate letters of credit, ensuring regulatory compliance and supporting the unique needs of small business clients.- Market.
Other employees you can reach at easternbank.com. View company contacts for 1477 employees →
Jesse Tedora
Colleague at Eastern Bank
Greater Boston, United States
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RB
Ryan Brady
Colleague at Eastern Bank
Milford, Massachusetts, United States, United States
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BA
Beth Ann Patrikas
Colleague at Eastern Bank
Swampscott, Massachusetts, United States, United States
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BM
Bryan Martinez
Colleague at Eastern Bank
Boston, Massachusetts, United States, United States
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DM
Donna Mcmillan
Colleague at Eastern Bank
North Reading, Massachusetts, United States, United States
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KW
Kevin W.
Colleague at Eastern Bank
Boston, Massachusetts, United States, United States
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AL
Amy Lakes
Colleague at Eastern Bank
Locust Grove, Virginia, United States, United States
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RS
Richard Sullivan
Colleague at Eastern Bank
Boston, Massachusetts, United States, United States
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KH
Kirby Holmes
Colleague at Eastern Bank
East Sandwich, Massachusetts, United States, United States
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JS
Joyce Simpson
Colleague at Eastern Bank
Boston, Massachusetts, United States, United States
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Quick answers generated from the profile data available on this page.
James T. works for Eastern Bank.
James T. is listed as Vice President, FX Manager at Eastern Bank.
James T. is based in Boston, Massachusetts, United States while working with Eastern Bank.
James T. has worked for Eastern Bank, Convera, Western Union Business Solutions, Travelex, and Equitybcdc.
James T.'s colleagues at Eastern Bank include Jesse Tedora, Ryan Brady, Beth Ann Patrikas, Bryan Martinez, and Donna Mcmillan.
You can use AeroLeads to view verified contact signals for James T. at Eastern Bank, including work email, phone, and LinkedIn data when available.
James T. holds Master Of Business Administration - Mba from University Of Maryland Global Campus.
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