Member Service Representative jobs at Charter Oak Financial

The Opportunity Make an impact responding to customer inquiries in our Member Sales & Service Center, answering a wide variety of questions concerning credit union products and services. You would play a key role in solidifying our position of becoming our member's primary financial institution, providing outstanding customer service to build member satisfaction and loyalty. Our highly engaged environment places focus on taking care of our members as well as each other. This position allows for hybrid or full time working from home once fully trained and proficient. Location - Member Contact Center-East Hartford, CT Hours - Mon-Fri between the hours of 10:00am-4pm, Sat 8:30-12:30pm You Are Passionate About Helping Others You are customer-centered and possess a positive, can-do attitude to help resolve issues. You take accountability to respond to customers' needs holistically. You enjoy people and care about helping others attain financial freedom and making educated decisions about their finances. Focused on creating the optimal conditions for your customers to be successful. A Team Champion Being part of an engaging culture based on our values of Trust, Care and Dependability, with the opportunity to grow your career is important to you. You are successful working independently and as part of a team, positively contributing towards organizational goals. You thrive in fast-paced environments with continuous opportunities to learn and grow. You are ready to belong to an enthusiastic team with passion for our mission and where your unique qualities are celebrated... A Strong Communicator / Well Organized You have exceptional interpersonal and listening skills. You are able to ask probing questions to fully understand our customers' needs and provide meaningful solutions for them. In addition, you possess strong organizational, technical and time management skills. We Are A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights. Key Responsibilities Fully knowledgeable in Credit Union products and services, ensuring a timely and accurate response to telephone inquiries from members regarding, but not limited to: Membership eligibility information Share Information/Processing Transactions for Regular Share Accounts, Certificates of Deposit, Money Market Accounts and involving opening and closing of accounts, balances, transfers, rate information Rate Information on all deposit products Account Information on balances, transaction information, check clearing, deposit verifications, statement information, and Visa Debit Checking: Check orders, checks cleared, stop payments, minimum balances, 3 types offered (and benefits of each), Debit Card and transaction information. Automated Services: Telephone Banking System, bill payment, Online Banking Access, Mobile Banking Access, direct deposit and payroll deduction. Direct Deposit/Payroll Deduction: Enrollment, changes, cancellation, error resolution. Other: Address changes, transfer of funds between accounts, hours of operation, branch locations, internet access, fees, money order information, travelers' check information, savings bond information, investment service referral, club accounts, Revocable Living Trust account. Responds to member's inquiries regarding access to services, account utilization and information. Resolves member discrepancies with all products and services in a timeframe pre-determined by the standards established by the Manager, Member Contact Center. Regularly interfaces with other departments to research and resolve member problems and disputes in a timely and effective manner, maintaining member satisfaction whenever possible. Assists members with making the most effective use of services offered by the Credit Union by offering solutions to problems with utilization of services. Actively cross-sells Credit Union products and services and acts as a resource of information to educate members on the features and benefits of our products and services, exceeding the member's expectations and building long-term member relationships. Works independently, resolving member issues in a courteous and professional fashion, problem-solving quickly and accurately, using sound judgement in making exceptions for members within the guidelines established by the Manager, Member Contact Center. Handles a high volume of phone calls daily, balancing the need for a quick telephone response time, quality member service, while dealing with member complaints. Demonstrates excellent communication skills and listening skills, enabling timely response to member inquiries and complaints. May be assigned other duties by the Manager, Member Contact Cent. Education and/or Experience High School Diploma or equivalent and minimum of one to three years of experience in a call center environment, or Member Services, Lending, or Member Accounts; or equivalent combination of education and experience. Opportunities for Growth At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together. AEFCU is an Equal Opportunity Employer Veterans/Disabled.

The Opportunity Make an impact responding to customer inquiries in our Member Sales & Service Center, answering a wide variety of questions concerning credit union products and services. You would play a key role in solidifying our position of becoming our member's primary financial institution, providing outstanding customer service to build member satisfaction and loyalty. Our highly engaged environment places focus on taking care of our members as well as each other. This position allows for hybrid or full time working from home once fully trained and proficient. Location - Member Contact Center-East Hartford, CT Hours - Mon-Fri between the hours of 10:00am-4pm, Sat 8:30-12:30pm You Are Passionate About Helping Others You are customer-centered and possess a positive, can-do attitude to help resolve issues. You take accountability to respond to customers' needs holistically. You enjoy people and care about helping others attain financial freedom and making educated decisions about their finances. Focused on creating the optimal conditions for your customers to be successful. A Team Champion Being part of an engaging culture based on our values of Trust, Care and Dependability, with the opportunity to grow your career is important to you. You are successful working independently and as part of a team, positively contributing towards organizational goals. You thrive in fast-paced environments with continuous opportunities to learn and grow. You are ready to belong to an enthusiastic team with passion for our mission and where your unique qualities are celebrated... A Strong Communicator / Well Organized You have exceptional interpersonal and listening skills. You are able to ask probing questions to fully understand our customers' needs and provide meaningful solutions for them. In addition, you possess strong organizational, technical and time management skills. We Are A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights. Key Responsibilities Fully knowledgeable in Credit Union products and services, ensuring a timely and accurate response to telephone inquiries from members regarding, but not limited to: Membership eligibility information Share Information/Processing Transactions for Regular Share Accounts, Certificates of Deposit, Money Market Accounts and involving opening and closing of accounts, balances, transfers, rate information Rate Information on all deposit products Account Information on balances, transaction information, check clearing, deposit verifications, statement information, and Visa Debit Checking: Check orders, checks cleared, stop payments, minimum balances, 3 types offered (and benefits of each), Debit Card and transaction information. Automated Services: Telephone Banking System, bill payment, Online Banking Access, Mobile Banking Access, direct deposit and payroll deduction. Direct Deposit/Payroll Deduction: Enrollment, changes, cancellation, error resolution. Other: Address changes, transfer of funds between accounts, hours of operation, branch locations, internet access, fees, money order information, travelers' check information, savings bond information, investment service referral, club accounts, Revocable Living Trust account. Responds to member's inquiries regarding access to services, account utilization and information. Resolves member discrepancies with all products and services in a timeframe pre-determined by the standards established by the Manager, Member Contact Center. Regularly interfaces with other departments to research and resolve member problems and disputes in a timely and effective manner, maintaining member satisfaction whenever possible. Assists members with making the most effective use of services offered by the Credit Union by offering solutions to problems with utilization of services. Actively cross-sells Credit Union products and services and acts as a resource of information to educate members on the features and benefits of our products and services, exceeding the member's expectations and building long-term member relationships. Works independently, resolving member issues in a courteous and professional fashion, problem-solving quickly and accurately, using sound judgement in making exceptions for members within the guidelines established by the Manager, Member Contact Center. Handles a high volume of phone calls daily, balancing the need for a quick telephone response time, quality member service, while dealing with member complaints. Demonstrates excellent communication skills and listening skills, enabling timely response to member inquiries and complaints. May be assigned other duties by the Manager, Member Contact Cent. Education and/or Experience High School Diploma or equivalent and minimum of one to three years of experience in a call center environment, or Member Services, Lending, or Member Accounts; or equivalent combination of education and experience. Opportunities for Growth At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together. AEFCU is an Equal Opportunity Employer Veterans/Disabled.

The Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities. Customer Service Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand Put the customer first by promptly acknowledging their presence. Focus directly on the customer, if working on another project quickly put aside and interact with the customer. Handle transactions accurately and efficiently, respecting customers time Maintain the highest levels of confidentiality and privacy of customer information Respond to or refer customer concerns to supervisors as appropriate. If follow up is required, set clear customer expectations and deliver as promised. Maintain a positive outlook and demeanor at all times Project a professional positive outlook and demeanor at all times Accountable for successful retention of customers. Operations / Risk Management Performs essential duties by accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders. Adhere to all bank policies and procedures Balance TCD and/or TCR accurately and effectively, as is necessary. Sales Promote USB products and services Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes. Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals Be aware of products and services offered by cross line of business partners. Assist in generating quality referrals to business partners. Exceed individual sales goals and assist team in meeting sales goals. Utilize relevant tracking system to report and track sales and service activities. Hours and Days Needed: Monday: 12:00 pm - 4:00 pm Tuesday: 12:00 pm - 4:00 pm Thursday: 12:00 pm - 4:00 pm Friday: 12:00 pm - 5:15 pm Saturday: 8:30 am - 12:15 pm 21 hours per week This position is located at our Litchfield Branch - 13 North St, Litchfield, CT

Job Classification: Technology - Admin & Support Are you interested in building capabilities that enable the organization with innovation, speed, agility, scalability and efficiency? The Global Technology team takes great pride in our culture where digital transformation is built into our DNA! When you join our organization at Prudential, you'll unlock an exciting and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions. Your Team As a Specialist, Service Management in the Technology Application Operations organization, you will partner with functional owners and cross-functional teams to drive automation initiatives across diverse operational functions. You will Specialize in the delivery and management of technology services to the firm, working with customers, internal service delivery units, and suppliers to ensure an appropriate level of service is delivered. Includes Event, Incident & Problem Management; Vulnerability Management; Change & Configuration Release Management. Here is What You Can Expect on a Typical Day * Collaborate with stakeholders to understand processes, identify pain points, and align and log problems through incidents, monitoring, performance data, or user feedback. * Classify and prioritize problems based on application, severity, and business impact. * Lead or support root cause analysis (RCA) using observability tools, logs, and SME input. * Document findings, workarounds, and known errors in ServiceNow and the Knowledge Base. * Coordinate with development teams to drive permanent fixes and validate effectiveness. * Track and report on problem trends, resolution timelines, and business impact. * Participate in monthly and quarterly reviews of open problems, known errors, and recurring issues. * Contribute to process improvement and share lessons learned with the Problem Management Community of Practice. * Facilitate discussions to drive outcomes of ITSM process; identify escalations when appropriate * Deliver cross-product demos showcasing developed solutions, implementation, and measurable impact on business outcomes * Follow established communication procedures; collaborate with technical and non-technical resources * Stay up-to-date with emerging technologies and proactively incorporate innovation into automation strategies Understanding of several of the following: * Bachelor's degree in Computer Science, Information Technology, or related field; or equivalent work experience. * 3+ years of experience in IT service management, problem or incident analysis. * ITIL v4 Certification preferred. * Familiarity with RCA methodologies (5 Whys, Fishbone, Fault Tree). * Effective communication and collaboration skills. * Understanding of operational metrics and KPIs (MTTD, MTTR, Problem Resolution Rate, etc.). * Experience working in cross-functional teams. * Strong problem-solving, communication, and collaboration skills, with a business-oriented mindset to align technical solutions with organizational goals. * In-depth understanding of Service Management Framework principles and processes and the ability to apply technical knowledge in project or program activities * Knowledge of Service Management tools: Servicenow, Splunk, Dynatrace, Aternity * Basic understanding of technology stacks, Cloud Services, Software Development Lifecycle, Core Infrastructure components and interdependencies * Customer Service: Ability to help clients and/or customers resolve issues and ensure a positive experience * Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Ability to communicate effectively (both verbally and in writing) with all the stakeholders. * Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. * Analytical Thinking: Knowledge of techniques and tools that promote effective analysis: ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. You'll Love Working Here Because You Can Join a team and culture where your voice matters; where every day, your work transforms our experiences to make lives better. As you put your skills to use, we'll help you make an even bigger impact with learning experiences that can grow your technical AND leadership capabilities. You'll be surprised by what this rock-solid organization has in store for you. What we offer you: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $92,400.00 to $137,400.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Member Experience Associates are the welcoming faces of the JCC of Stamford, responsible for delivering exceptional customer service and creating a positive, inclusive environment for all visitors. As integral member of the Member Services Team, this role ensures that every interaction reflects the JCC's commitment to community, respect, and excellence. Minimum Qualifications: Key responsibilities include: * Greeting and assisting members, guests, and prospective members both in person and over the phone, providing information about programs, services, and membership options. * Checking in members and guests using JCC procedures, ensuring smooth and efficient entry. * Processing transactions accurately using JCC membership software, including class registrations, personal training sessions, private swimming lessons, and membership renewals. * Managing reservations for group exercise classes and sports courts. * Maintaining a clean and organized welcome desk area, replenishing informational materials as needed. * Reporting maintenance and facility issues to appropriate staff to ensure a safe and pleasant environment. * Performing additional clerical duties as required to support the Member Services Team. Qualifications: * Strong interpersonal skills with a positive, friendly, and professional demeanor. * Excellent communication skills, both oral and written. * Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and the ability to learn new software applications. * Ability to work independently, prioritize tasks, and handle multiple responsibilities simultaneously. * Detail-oriented, dependable, and reliable. * Flexible schedule with availability to work weekends and evenings as needed. * High school diploma or equivalent; some college coursework preferred. * Minimum of two years of customer service or related experience. Compensation: Competitive hourly wage. To Apply: Please submit your cover letter and resume to Shari Ziegelman at **************************.

Join our team at Murphy Business & Financial Corporation as a Contact Center Agent! In this role, you will be the first point of contact for our customers, providing excellent service and support. You will handle inbound and outbound calls, emails, and chat messages to assist customers with their inquiries and concerns. Responsibilities: Answer incoming calls and respond to customer inquiries Make outbound calls to follow up on customer issues Assist customers via email and chat Provide information about products and services Resolve customer complaints and escalate issues as needed Maintain accurate records of customer interactions Qualifications: High school diploma or equivalent Excellent communication skills, both verbal and written Strong problem-solving abilities Ability to work in a fast-paced environment Basic computer skills If you are a customer-focused individual with a passion for helping others, we want to hear from you! Apply now to join our dynamic team as a Contact Center Agent.

Why Join the Sikorsky Credit Union Team? Sikorsky Credit Union has been named the #1 Credit Union in Connecticut for 6 years in a row. We are one of the largest credit unions in the state, with over $1 billion in assets, and we continue to grow! If you are passionate about helping people achieve their financial goals and want to make a difference in the local community, we want to hear from you! We are looking for talented people to help us improve the banking experience for our valued members. Working at Sikorsky Credit Union has its benefits. You'll enjoy an awesome work-life balance, competitive pay, and an excellent benefits package that includes paid-time off, medical/dental, 401K plan with company match, tuition reimbursement and more! Please check out the details below to learn more about this position. General Summary: The Member Service Representative provides excellent member service by accurately processing a broad variety of transactions while building and maintaining positive relationships with members. This person also educates, recommends and offers products and services that may be beneficial to our members. Key Essential Responsibilities: Accurately processes a broad variety of transactions while providing excellent member service in a timely manner. Accountable for achieving all branch and individual production goals established by senior management, including but not limited to: increasing membership, opening and servicing new and existing accounts, originating and closing home loan/consumer loan applications (home equity, auto, personal, credit card, etc.). Cross-sells other Credit Union products and services. Assists tellers with complex transactions as directed by Lead Teller/Branch Management. Serves as back up to staff in different branch locations when necessary. Promotes and maintains a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management and vendors. Demonstrates the Credit Union's core values of Service, Teamwork, Integrity and Responsibility. Keeps abreast of industry developments including, but not limited to, changes in regulation and technology. Ensures adherence to company policies and procedures and Banking/Credit Union regulations. Performs additional duties as required. Essential Skills, Knowledge and Requirements: High School Diploma or equivalent. Some college coursework is preferred. 1-2 years of experience working as a Teller. Knowledge of banking products and services with extensive knowledge of Credit Union products and services. Strong desire to achieve branch production goals. Excellent communication and interpersonal skills with keen attention to detail. Must be able to multitask and have strong mathematical skills. Ability to travel up to 75%. Computer experience. Must obtain and maintain the following license/commission: (Obtained Within 90 Days) NMLS Certification Notary Public State of CT Individual Producer License (Credit Insurance) Sikorsky Credit Union is an equal opportunity employer that is proud of its commitment to diversity and inclusion. Therefore, we welcome applicants from all communities, including age, color, ethnicity, familial or marital status, gender identity or expression, language, national origin, physical or mental disability military or veteran status, race, religion, sexual orientation, and socioeconomic background.

ConnectPay offers online payroll solutions and is committed to providing first-name-basis service and technology-first innovation. ConnectPay has steadily built a reputation as a flexible and responsive resource for all of its clients with a complete suite of solutions that make growing your business easier. Today, thousands of small and mid-sized businesses use ConnectPay to process payroll, automate taxes, and integrate data. And every single one of them is able to leverage ConnectPay's services and resources while remaining connected to their own independent brokers and advisors. Our customers trust us to make their core business activities simpler, and we trust them to choose the best and brightest brokers for their unique needs. Mutual trust is a beautiful thing. With offices outside Boston, Detroit and in Fairfield, we are among the fastest growing private companies in Massachusetts, now is your chance to play a key role in the success and continued growth of our dynamic company. To learn more visit ********************* Job Description Join our dynamic startup, recently named among the “Fast 50”- fastest growing private companies in Massachusetts by the Boston Business Journal. This entry-level position services our client's payroll and data management needs, and resolves payroll discrepancies, while maintaining client and employee confidentiality. Customer Service Experience and/or Payroll experience preferred, but not required. Training is provided. Key Responsibilities: Review and process payroll across multiple states. Maintain meticulous attention to detail, accurately complete tasks under deadline. Update and maintain CRM system. Initiate ongoing client enrollment, education and onboarding. Effectively handle in-bound calls in a timely and friendly manner. Maintain confidentiality and acting with integrity while handling sensitive information. Perform other duties as assigned. Qualifications: Ability to work with web-based applications. Excellent organizational and time management skills. Articulate communicator in a variety of settings. Extraordinary attitude with client service orientation. Ability to prioritize information by analyzing critical issues and drawing accurate conclusions. Act with professionalism and urgency. Operate a 10-key with speed and accuracy. Knowledge of bookkeeping or payroll functions helpful. Payroll Certification (FPC or CPP) a plus. Associate's degree or equivalent. Additional Information ConnectPay offers a salary commensurate with experience, a competitive benefits package to full-time employees, including life, health, dental and vision insurance, 401(k) retirement, and tuition reimbursement. EOE.

Job DescriptionCorporate America Family Credit Union MSR Reports To: Branch Manager Grade Level: 6 Hiring Salary Range: $18.91/hr - 23.64/hr Primary Responsibilities:Perform member transactions, analyze member requests to determine their financial needs and cross-sell products and services to meet those needs. Assist Branch Manager in controlling delinquency and negative shares. Duties must be accomplished in compliance with federal and state laws and in accordance with the credit union's policies and procedures and with constant attention to CAFCU's creed, vision, mission and goals. Duties and Responsibilities: Perform all types of member financial transactions, including account maintenance. Follow all credit union policies and procedures. Process new accounts, verifying identity and eligibility. Reconcile and balance assigned cash drawer, reporting discrepancies to Senior MSR, Assistant Branch Manager or Branch Manager. Assist with member in person/telephone inquiries and general questions regarding the credit union. Prepare and balance checks received. Process mail, night depository and ATM transactions. Scan correspondence, member files, loan files, etc. Perform new member welcome calls. Complete daily, weekly and monthly reports as assigned. Process check orders and/or plastic card orders. Assist in branch collection and negative shares process. Generate leads for Business Development Officer/Branch Manager and participate in business development activities. Must be willing and able to sell credit union services that provide the maximum benefit to both the member and the credit union. Resolve member problems, obtain information, research records and follow up on details to resolve matters to members' satisfaction. Assist Branch Manager in achieving corporate and branch goals and objectives. All other duties as assigned. Qualifications: High school graduate. Minimum one year of cash-handling experience or experience as a teller/MSR in a credit union or related field. Excellent math, written and verbal communication skills. Limited travel may be necessary. While performing the duties of this job, the employee is frequently required to sit, view information on a computer screen, and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Benefits: Health, Vision, Dental Insurance Long-term Disability Insurance Critical Illness Life Insurance 401(k) match Profit sharing PTO Flexible Spending Account Tuition Reimbursement Pet Insurance Commuter Benefit M, T, Th, F from 7:15am - 5:45pm Closed on Wednesdays

Job DescriptionDescription: The Digital Services Specialist is responsible for supporting the Bank's digital banking products and services, including but not limited to online and mobile banking, remote deposit, and online account opening. This position provides support to internal bank personnel, performs daily operational activities primarily related to customer access and use of digital services, and helps to troubleshoot customer issues reported for the digital services platforms. As a member of the Payment Operations Team, this individual will be cross trained on additional Payment Operations functions to maximize department capacity and coverage. Primary Accountabilities / Responsibilities: Complete business registrations and user access, validating Insight account ownership authority prior to granting the requested access. Provide support to internal personnel, responding to Online Banking inquiries and requests related to Online Banking registration, online account access, system features and functionality. Review daily Closed Account reports and update online banking agreements, user details, bill pay, and scheduled external transfers accordingly to prevent further online use of the closed account. Review daily reports associated with online banking agreements created and updated, including accounts linked and changes to agreement status, and update related systems/services as needed to ensure the correct customer access to online banking and related services. Review checks deposited remotely through the Bank's mobile app, reviewing checks for validity, and assessing risk factors to approve or reject the check. Complete daily reconciliation of Mobile Deposit activity and process the daily batch deposit for the mobile deposit teller. Update online banking external transfer and remote deposit limits as requested in accordance with approval requirements. Utilize Verafin reports to research online banking external accounts added to identify any potential anomalies in the online activity and where indicated, call those customers to confirm that the activity is valid. Create online banking Retail ACH (external transfer) batches, referring to risk indicators to determine high risk transfers requiring additional risk mitigation action which may include customer contact. Oversee online deposit account opening (iOpen, eOpen), reporting system issues and working with vendor toward resolution, escalating as needed to ensure assigned vendor resource attention. Review Insight Online Applications queue each morning and periodically throughout the day for any applications displaying an error and/or in a status requiring review, researching as needed to determine and complete required actions to either complete the account opening or reject the application. For each eOpen account opened, review the associated Driver's License (or Passport) to ensure details are legible and there is no obvious indication that the ID may be invalid or fraudulent, complete the Verafin CDD questionnaire for each account owner, and index the Account Summary to iDentifi. Act as back-up for Treasury Services activities related to business customers' access to digital services. Create/update procedures as needed. Assess overall processes and procedures to identify potential opportunities for efficiency and/or service quality improvements. Complete all activities with a focus on risk mitigation and in accordance with Bank policies and procedures, as well as all regulatory requirements and guidelines. Assists with audits, examinations, and risk assessments, gathering required documentation in preparation and/or as needed throughout. Maintain all required training and certification necessary to support Online Banking and other TSB Payment Operations activities. Performs related and unrelated duties as may be required. Requirements: Position Requirements: The qualified applicant will have previous banking experience with detailed knowledge of digital banking features and functionality, mobile deposit services, and Consumer and Business banking relationships. Personal experience with online banking, online payments, and mobile deposits is required. The individual must be customer focused to provide quality service to customers and internal bank personnel; must be detail oriented, well organized, and be able to easily adapt to changing priorities. Must be well versed in the use of Microsoft Word, Excel, Outlook, and PDF documents and able to become proficient in the use of other software applications that may be used in the performance of the position's responsibilities. Competencies Required: Customer Focus Results Oriented Adaptability Collaboration Communication Composure Innovation Self-Development Work Environment/Physical Demands/Condition Requirements: Open office environment; must be able to focus and not be easily distracted. Must be able to climb stairs, use computer/see screen and read documents. Equipment Used: General office equipment: Computer, Telephone, Mobile devices Compliance: Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position. Information Security: Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by: Remaining alert to and reporting malicious or suspected malicious email. Participating in training opportunities to ensure continued protection of customer data. Provide feedback where possible to help improve the Bank's security culture. Responsible for maintaining confidentiality of all sensitive information. Torrington Savings Bank is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis prohibited by law. The Bank considers applicants for all positions without regard to disability, military/veteran status, or any other legally protected status, and is committed to providing equal opportunities in terms of its recruiting and hiring practices. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Torrington Savings Bank participates in e-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.A. EOE/AA/D/V Torrington Savings Bank is a drug free workplace.

Full-time Description The Digital Services Specialist is responsible for supporting the Bank's digital banking products and services, including but not limited to online and mobile banking, remote deposit, and online account opening. This position provides support to internal bank personnel, performs daily operational activities primarily related to customer access and use of digital services, and helps to troubleshoot customer issues reported for the digital services platforms. As a member of the Payment Operations Team, this individual will be cross trained on additional Payment Operations functions to maximize department capacity and coverage. Primary Accountabilities / Responsibilities: Complete business registrations and user access, validating Insight account ownership authority prior to granting the requested access. Provide support to internal personnel, responding to Online Banking inquiries and requests related to Online Banking registration, online account access, system features and functionality. Review daily Closed Account reports and update online banking agreements, user details, bill pay, and scheduled external transfers accordingly to prevent further online use of the closed account. Review daily reports associated with online banking agreements created and updated, including accounts linked and changes to agreement status, and update related systems/services as needed to ensure the correct customer access to online banking and related services. Review checks deposited remotely through the Bank's mobile app, reviewing checks for validity, and assessing risk factors to approve or reject the check. Complete daily reconciliation of Mobile Deposit activity and process the daily batch deposit for the mobile deposit teller. Update online banking external transfer and remote deposit limits as requested in accordance with approval requirements. Utilize Verafin reports to research online banking external accounts added to identify any potential anomalies in the online activity and where indicated, call those customers to confirm that the activity is valid. Create online banking Retail ACH (external transfer) batches, referring to risk indicators to determine high risk transfers requiring additional risk mitigation action which may include customer contact. Oversee online deposit account opening (iOpen, eOpen), reporting system issues and working with vendor toward resolution, escalating as needed to ensure assigned vendor resource attention. Review Insight Online Applications queue each morning and periodically throughout the day for any applications displaying an error and/or in a status requiring review, researching as needed to determine and complete required actions to either complete the account opening or reject the application. For each eOpen account opened, review the associated Driver's License (or Passport) to ensure details are legible and there is no obvious indication that the ID may be invalid or fraudulent, complete the Verafin CDD questionnaire for each account owner, and index the Account Summary to iDentifi. Act as back-up for Treasury Services activities related to business customers' access to digital services. Create/update procedures as needed. Assess overall processes and procedures to identify potential opportunities for efficiency and/or service quality improvements. Complete all activities with a focus on risk mitigation and in accordance with Bank policies and procedures, as well as all regulatory requirements and guidelines. Assists with audits, examinations, and risk assessments, gathering required documentation in preparation and/or as needed throughout. Maintain all required training and certification necessary to support Online Banking and other TSB Payment Operations activities. Performs related and unrelated duties as may be required. Requirements Position Requirements: The qualified applicant will have previous banking experience with detailed knowledge of digital banking features and functionality, mobile deposit services, and Consumer and Business banking relationships. Personal experience with online banking, online payments, and mobile deposits is required. The individual must be customer focused to provide quality service to customers and internal bank personnel; must be detail oriented, well organized, and be able to easily adapt to changing priorities. Must be well versed in the use of Microsoft Word, Excel, Outlook, and PDF documents and able to become proficient in the use of other software applications that may be used in the performance of the position's responsibilities. Competencies Required: Customer Focus Results Oriented Adaptability Collaboration Communication Composure Innovation Self-Development Work Environment/Physical Demands/Condition Requirements: Open office environment; must be able to focus and not be easily distracted. Must be able to climb stairs, use computer/see screen and read documents. Equipment Used: General office equipment: Computer, Telephone, Mobile devices Compliance: Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position. Information Security: Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by: Remaining alert to and reporting malicious or suspected malicious email. Participating in training opportunities to ensure continued protection of customer data. Provide feedback where possible to help improve the Bank's security culture. Responsible for maintaining confidentiality of all sensitive information. Torrington Savings Bank is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis prohibited by law. The Bank considers applicants for all positions without regard to disability, military/veteran status, or any other legally protected status, and is committed to providing equal opportunities in terms of its recruiting and hiring practices. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Torrington Savings Bank participates in e-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.A. EOE/AA/D/V Torrington Savings Bank is a drug free workplace.

Job Description Customer Care Specialist (NE-8) Chelsea Groton is looking to hire motivated and dynamic individual for our Customer Care Center. The Customer Care Specialist assists our customers by phone, chat, and video. The ideal candidate will have an entrepreneurial spirit and be a motivated and personable individual willing to help customers achieve their financial goals by providing outstanding service in a professional manner through our various digital channels. Become a member of a positive, versatile and inclusive team that promotes self-development and empowerment for the benefit of our customers and our community. Responsibilities and Requirements vary based on job level . Expectations include: Becomes a subject matter expert in the comprehensive digital banking offerings of Chelsea Groton, including Chelsea LIVE Video Banking, Video Banking ATM's (ITM's) and the suite of services offered through our online and mobile channels. Responds to Customer needs and questions regarding the operation of accounts, access to services, and adding or reducing service features on various accounts. Recommends creative and customized solutions and follows through to completion. Serves internal and external customers in a professional, courteous, and efficient manner through prompt handling of all transactions via phone or virtually through our video experiences. Establishes deposit accounts and conducts banking transactions virtually through video channels. Why Choose Chelsea? The Bank has been named a Top Workplace in Connecticut since 2016. And with good reason! Our team members are encouraged and empowered to be better, go further, and help others. And there are lots of other perks too - competitive salary, 401(k) plan, paid time off, health benefits, wellness and engagement programs, leadership training, professional development, and learning opportunities for all team members, and more! Several members of the Bank's team have been recognized in our industry and throughout the community by earning awards such as the Connecticut Bankers Association New Leaders in Banking , ICBA Forty Under 40 , The Day Forty Under 40 , Banking New England Women of FIRE , and more. At Chelsea Groton, we don't just meet the expectations of our community; we exceed them in the ways we, as a mutual bank, do business, and how we support local organizations financially and through volunteerism. We are focused on bringing together the best in digital, remote, and in-person capabilities. Our approach is designed around the lives of our customers so they can manage finances when, where and how they want, and team members can provide support to our customers in more ways too. Apply today to join a company named Best Bank by The Day (2015 - present), Top Workplace by the Hartford Courant (2016 - present), and one of Forbes Best-In-State Banks (2021, 2022)! Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending. EOE/AA/M/F/D/V. Member FDIC.

Customer Care Specialist (NE-8) Chelsea Groton is looking to hire motivated and dynamic individual for our Customer Care Center. The Customer Care Specialist assists our customers by phone, chat, and video. The ideal candidate will have an entrepreneurial spirit and be a motivated and personable individual willing to help customers achieve their financial goals by providing outstanding service in a professional manner through our various digital channels. Become a member of a positive, versatile and inclusive team that promotes self-development and empowerment for the benefit of our customers and our community. Responsibilities and Requirements vary based on job level. Expectations include: Becomes a subject matter expert in the comprehensive digital banking offerings of Chelsea Groton, including Chelsea LIVE Video Banking, Video Banking ATM's (ITM's) and the suite of services offered through our online and mobile channels. Responds to Customer needs and questions regarding the operation of accounts, access to services, and adding or reducing service features on various accounts. Recommends creative and customized solutions and follows through to completion. Serves internal and external customers in a professional, courteous, and efficient manner through prompt handling of all transactions via phone or virtually through our video experiences. Establishes deposit accounts and conducts banking transactions virtually through video channels. Why Choose Chelsea? The Bank has been named a Top Workplace in Connecticut since 2016. And with good reason! Our team members are encouraged and empowered to be better, go further, and help others. And there are lots of other perks too - competitive salary, 401(k) plan, paid time off, health benefits, wellness and engagement programs, leadership training, professional development, and learning opportunities for all team members, and more! Several members of the Bank's team have been recognized in our industry and throughout the community by earning awards such as the Connecticut Bankers Association New Leaders in Banking, ICBA Forty Under 40, The Day Forty Under 40, Banking New England Women of FIRE, and more. At Chelsea Groton, we don't just meet the expectations of our community; we exceed them in the ways we, as a mutual bank, do business, and how we support local organizations financially and through volunteerism. We are focused on bringing together the best in digital, remote, and in-person capabilities. Our approach is designed around the lives of our customers so they can manage finances when, where and how they want, and team members can provide support to our customers in more ways too. Apply today to join a company named Best Bank by The Day (2015 - present), Top Workplace by the Hartford Courant (2016 - present), and one of Forbes Best-In-State Banks (2021, 2022)! Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending. EOE/AA/M/F/D/V. Member FDIC.

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Full-time Description Under limited supervision, responsible for providing excellent customer service by answering incoming calls, email, online chat, or platform messages. Addressing inquiries, resolving complaints, and generally providing a higher level of customer support on multiple products and services. Direct customers and customer telephone calls to the appropriate department/employee as necessary. Primary Accountabilities / Responsibilities: Answer all incoming calls promptly Answer voicemail calls and direct to appropriate destination, if necessary. Maintain a courteous and pleasant attitude, providing excellent customer experience. Effective listener and excellent communication skills Ensures that appropriate actions are taken to resolve customers' problems and concerns, escalates when necessary Maintains customer accounts and records of customer interactions with details of inquiries, complaints, or comments. Collects and records orders for new or additional products or services. Knowledge of Bank's products, services, culture and practices to offer higher level of support. Ability to follow policies and procedures; seek out assistance as needed. Familiarity with Insight and loan platform programs to allow for transaction processing and residential loan navigation. Ability to take Residential and Consumer Loan applications (NMLS Certification required) Proficient computer skills with the ability to learn new software. Participate in Community Events. Other duties as assigned Requirements Competencies Required: Customer Focus Results Oriented Adaptability Collaboration Communication Composure Innovation Self-Development Work Environment/Physical Demands/Condition Requirements: Busy office environment, with moderate noise: computers, printers, phones, and light traffic. Must be able to focus and not be easily distracted. Must be able to sit for at least 70% of the workday. Some movement is required to retrieve files, etc. Must be able to see computer screen and read documents. Equipment Used: General office equipment: Switchboard, Computer, Telephone, Mobile devices, Scanner, Copier Information Security Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by: Remaining alert to and reporting malicious or suspected malicious email. Participating in training opportunities to ensure continued protection of customer data. Provide feedback where possible to help improve the Bank's security culture. Responsible for maintaining confidentiality of all sensitive information. Compliance: Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position.

Join a collaborative, customer-first team that helps our community members with everyday banking. This role offers consistent work, paid training, and opportunities to grow your skills in customer service, problem solving, and digital banking support-all within a supportive environment where accuracy and professionalism are valued. Education and/or Experience 2+ years of experience in a call center/sales or customer service environment and/or in a financial/banking environment. High school diploma or equivalent. Must have a high degree of technical aptitude and must be able to communicate technical information to non-technical users. Ability to troubleshoot and resolve advanced technical issues for end users. Strong organizational skills and attention to detail. Ability to work well under pressure in a fast-paced environment while exercising patience. Ability to effectively communicate both verbally with other employees and outside entities with an empathetic attitude. Essential Functions: Delivers outstanding service to both internal and external customers that meets or exceeds the Bank's service goals. Responsible for performing a broad variety of customer requests received over the phone and internet. Provides information relative to The Bank's accounts, products and services, and processes requests within scope of knowledge and authority. Identifies cross-sell opportunities and cross-sells products and services to new and existing customers. Resolves customer requests and questions promptly, courteously and professionally. Provides an excellent customer experience by relating well to the customer, thinking and exercising sound judgment and acting responsibly in the customer's and Banks best interests. Verifies specific customer information to ensure accurate transaction processing and to prevent the misuse or intentional fraud of this delivery system. Assists customers with financial planning by making referrals to wealth management Assists callers with loan inquiries and rate information. Makes referrals to branches. Maintains record of all calls, sales and other necessary data for report generation and follow through. Responsible for end of day balancing and other operational tasks as business needs dictate. Performs other related duties as assigned. Physical Demands and Condition Requirements: General office environment. Requires standing and/or sitting for extended periods of time. Equipment Used: General office equipment, i.e., calculator, photocopier, etc. Computer ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

Full-time Description Process various Customer Service transactions accurately and efficiently while servicing customers in a friendly and professional manner. Provide excellent customer service by executing branch operations and customer service functions. Primary Accountabilities / Responsibilities: Accurately process various teller transactions, including but not limited to: Deposits, withdrawals, transfers, loan payments, issue money orders and Treasurer's Checks, redeem US Savings Bonds Answer basic customer queries Handle cash and run/balance a cashbox Use TCR (Cash Recycler) Assists in achieving Branch goals through sales, referrals, and retention of account relationships and excellent customer service Identify customer needs and effectively sell and cross-sell products and services through communicating ideas, suggestions and solutions Ability to open basic deposit accounts Comply with all regulatory requirements, including accurate completion of CTR's Effectively work in a team environment with emphasis on contributing to the successful execution of a Branch Business plan Refer customers to Bank employees who specialize in the type of problem or query they present (Mortgage Loan Originator, Commercial Loan Officer, etc.) Comply with established policies, procedures and work ethics Ability to balance Vault & ATM May be assigned as the Branch Operations designee Perform other duties as assigned Requirements Knowledge/Skill Requirements: At least one year Retail Banking experience Knowledge of Branch Operations preferred Effective listener and communicator Ability to problem-solve Ability to handle money and recall details of transaction services Ability to precisely follow policies and procedures and seek out assistance as needed Competencies Required: Customer Focus Results Oriented Adaptability Collaboration Communication Composure Innovation Self-Development Work Environment/Physical Demands/Condition Requirements: Busy office environment, with moderate noise: computers, printers, phones, and light traffic. Must be able to focus and not be easily distracted. Must be able to sit for at least 70% of the workday. Movement is required between workstations, offices, vaults, lobby, etc. Must be able to see computer screen and read documents. Ability to lift 10 lbs. Ability to multitask. Ability to travel to other Bank offices and branches, offsite meetings, company related functions, etc. with short notices. Equipment Used: General office equipment: Computer, Telephone, Mobile devices, Scanner Compliance: Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position. Information Security: Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by: Remaining alert to and reporting malicious or suspected malicious email. Participating in training opportunities to ensure continued protection of customer data. Provide feedback where possible to help improve the Bank's security culture. Responsible for maintaining confidentiality of all sensitive information. Torrington Savings Bank is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis prohibited by law. The Bank considers applicants for all positions without regard to disability, military/veteran status, or any other legally protected status, and is committed to providing equal opportunities in terms of its recruiting and hiring practices. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Torrington Savings Bank participates in e-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.A. EOE/AA/D/V Torrington Savings Bank is a drug free workplace.

The Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities. Customer Service Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand Put the customer first by promptly acknowledging their presence. Focus directly on the customer, if working on another project quickly put aside and interact with the customer. Handle transactions accurately and efficiently, respecting customers time Maintain the highest levels of confidentiality and privacy of customer information Respond to or refer customer concerns to supervisors as appropriate. If follow up is required, set clear customer expectations and deliver as promised. Maintain a positive outlook and demeanor at all times Project a professional positive outlook and demeanor at all times Accountable for successful retention of customers. Operations / Risk Management Performs essential duties by accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders. Adhere to all bank policies and procedures Balance TCD and/or TCR accurately and effectively, as is necessary. Sales Promote USB products and services Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes. Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals Be aware of products and services offered by cross line of business partners. Assist in generating quality referrals to business partners. Exceed individual sales goals and assist team in meeting sales goals. Utilize relevant tracking system to report and track sales and service activities. This position is 37.5 hours per week and located at our Kent Branch - 15 Kent Green Blvd., Kent, CT

Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.