Jackson Romaine
| Regional Banker at Webster Bank | Finance Student at SNHU |
- Role
- Regional Banker at Nordstrom
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jackson Romaine
I grew up in my family’s CPA firm, where I developed a deep understanding of financial…
Experience
Regional Banker
Jul 2025 — Present · Boston, MA, US
Serve as a key financial resource for individuals and small businesses by providing personalized banking solutions and exceptional customer service.• Open and manage checking, savings, and loan accounts while educating clients on digital banking tools and account features.• Conduct financial wellness conversations to identify client needs and recommend appropriate products and services.• Build strong client relationships through proactive outreach and ongoing support, contributing to client satisfaction and long-term retention.• Travel between multiple branches across the Boston region, supporting different teams and clients while adapting quickly to varying workflows, branch goals, and team dynamics.• Refer clients to specialists in areas such as mortgages, investments, and small business banking when appropriate.• Help drive branch performance by consistently meeting sales, service, and compliance goals in a fast-paced environment.
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