Chelsea Groton Bank jobs - 32 jobs

Senior Digital Banking Operations Representative (NE-8) Chelsea Groton is looking to hire a motivated and dynamic individual for our Digital Banking Department. The Senior Digital Banking Operations Representative assists our customers by phone, video, and on-site at business locations. The ideal candidate will be a motivated and personable individual who provides outstanding service in a professional manner with strong attention to detail and time management skills. 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: Manages daily debit card processing, including transactions, disputes, issuance, and transaction inquiries. Assists with the management of Card Services with the goal of maximizing interchange, increasing card usage, and mitigating fraud. Provides daily support to all internal and external customers in a professional, effective, and timely manner. Performs various processing activities associated with digital banking services accurately and completely. Assists with the development, implementation, and testing of new Digital Banking services, as well as enhancing existing accounts and services. Performs comprehensive discovery and testing, detailed reports of findings and effectively communicates to appropriate parties. 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)! Apply online by visiting us at ***************************** 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.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: The Day Porter Custodian is essential for ensuring a pristine, safe, and functional environment within and surrounding the Liberty Bank back offices. This role involves performing routine daily janitorial services and providing prompt, professional response to immediate cleaning needs and unforeseen incidents, thereby supporting efficient operations and reflecting the bank's professional standards. ESSENTIAL FUNCTIONS: Facility Maintenance & Sanitation Routine Housekeeping: Execute daily cleaning tasks including sweeping, mopping, vacuuming, and dusting furniture or equipment to maintain a high standard of cleanliness across all corporate spaces. Restroom Management: Clean and stock bathrooms at least twice daily, ensuring toiletries and paper products are consistently available for employees and guests. Waste Management: Manage the timely breakdown and disposal of supply boxes and transport all trash and waste to designated disposal areas during business hours. Kitchen & Breakroom Management Appliance & Area Care: Maintain the cleanliness of kitchen and breakroom areas, including countertops, floors, refrigerators, toaster ovens, microwaves, coffee/Keurig machines, and water coolers. Inventory Oversight: Monitor and replenish breakroom inventory, including paper goods, coffee, tea, creamers, and cleaning supplies. Inventory, Logistics & Event Support Supply Chain Coordination: Track inventory levels in corporate supply closets, facilitate the transportation of supplies between buildings, and manage the ordering process for all stock items. Event Preparation: Maintain beverage and refreshment stock for board meetings and corporate events; assist with the professional setup of refreshments, tables, and chairs. Safety, Landscaping & Compliance Hazard Mitigation: Proactively inspect the entire property, including stairwells-for spills or water, performing immediate cleanup to ensure employee safety and prevent accidents. Facility Inspections: Monitor the physical condition of the property and promptly report any required repairs or maintenance issues to the Facilities Manager. Grounds Maintenance: Maintain plantings and landscaping at both the corporate headquarters and the Main Street branch to ensure professional curb appeal. Regulatory Compliance: Safely handle, store, and utilize various cleaning solvents and chemicals in strict accordance with OSHA, EPA, and State Health Department regulations. Minimum knowledge/skills: Minimum of 5 years of maintenance experience (Corporate setting is a plus) Safety Compliance: Knowledge of OSHA and EPA standards for handling hazardous cleaning solvents and chemicals. Operational Skills: Ability to operate and perform minor maintenance on custodial tools and basic hand tools. Industry Knowledge: Familiarity with commercial cleaning techniques, materials, and equipment. PHYSICAL REQUIREMENTS: Lifting 50 pounds Standing/ walking (6-7 hours) Motor vehicle operation Bending /lifting/twisting Must be able to safely handle various cleaning solvents and chemicals Operation of light power equipment Willingness to work in varying conditions, including outdoor environments with exposure to heat, cold, and rain COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: This position is responsible for Processing EFT bank disputes through Centrix DTS. Ensures the customer experience is consistently aligned with Liberty Bank's Leadership, Vision, Mission and Core Values. Collaboration with internal business partners, as well as being a strong team player who takes pride in performing well and helping others all while contributing to a positive team environment. ESSENTIAL FUNCTIONS: Responsible for investigating and researching Regulation E Error Resolution disputes in accordance with Regulation E Electronic Funds Transfer requirements. Process chargeback adjustment entries to Fiserv. Serves as the main point of contact for customer-related questions and requests and ensures timely resolution of customer debit card issues. Serves as a back for wire transfers. Minimum knowledge/skills: Attention to Detail: Crucial for accuracy in financial data. Strong oral, written, and interpersonal communication Technical Proficiency: Familiarity with banking software, payment technologies and Microsoft Office Suite. Problem solving: Ability to resolve complex issues efficiently. Regulatory Knowledge: Understanding of financial laws and compliance. High analytical aptitude with the ability to synthesize information from multiple sources simultaneously. Ability to build and maintain strong working relationships, functions well in a team environment and independently. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: The Product Intern will support the Product & Profitability team by analyzing customer, market, and product data across deposit and lending products. A key focus will be using bank-approved AI tools to design and strengthen the team's analytical capabilities and demonstrate how emerging technologies can deliver faster, more insightful decision-making for product development. The intern will also assist in building product fact sheets, modernizing team documentation, and collaborating with Marketing on internal site content. The role works closely with Product team members and provides exposure to how data-driven product management influences the future direction of organizational strategy. ESSENTIAL FUNCTIONS Analyze product, customer, and market data to identify trends and opportunities across deposit and lending portfolios. Use Copilot and other AI tools to accelerate research, automate analysis, and build best practices for AI usage within the Product team. Engage with stakeholders across Product, Marketing, Digital, and other departments to gather input and present findings. Intern Cohort & General Responsibilities: Participate in cross‑departmental intern activities and perform additional duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree in Finance, Business Management, Marketing, Economics, or a related field is preferred Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Assistant Customer Care Center Manager (E1) Chelsea Groton is looking to hire motivated and dynamic individuals for our Customer Care department. The Customer Care Assistant Manager assists our agents and customers in-person using phone, chat, text, and video channels. The ideal candidate will have strong leadership skills, 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: Supervises and assists in managing call center channels including calls, text, chat, video, and VBM services. Ensure seamless customer interactions supporting key products such as deposits, loans, and electronic delivery channels including online/mobile banking, debit cards, etc. working with the Customer Care Center Manager. Supervises and assists Customer Care staff to effectively provide accurate information and support to customers. Support cross-sell efforts and retail/back-office personnel. Assists in managing overall team performance working with the Customer Care Center Manager. Provide guidance, training, and support to Customer Care staff, fostering a positive and productive work environment. Effectively coach the Customer Care staff to appropriately expand relationships and assist customers with meeting their needs. Ensure all customer inquiries and issues are resolved promptly and satisfactorily, maintaining a high standard of service. Track and analyze key performance indicators (KPIs) on call center performance, customer feedback, and operational efficiency; ensure quality assurance in processing forms, customer requests, and product/service maintenance according to Bank policies. Monitors system and application activity and availability and proactively escalate problems and outages to management. POSITION REQUIREMENTS: Minimum of Associate's Degree and/or 1 years' experience of Call Center, retail banking or E-Commerce supervisory experience. Must have strong leadership, supervisory, customer service, problem resolution, interpersonal and communication skills. Must be detail oriented and well organized. Must have some knowledge or aptitude regarding desktop computers, cellular phones and other web enabled mobile devices including but not limited to settings, internet browsers and mobile apps. Proficient in Microsoft Word and Excel and be able to use various types of office equipment including computer, calculator, fax, copier and document imaging technology and equipment. Ability to learn and adapt to change and flexibility of both schedule and routines is required. Must interact with customers and bank team members in a professional manner. 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.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: Reports to an Underwriting Supervisor. Incumbent is responsible for providing support to loan originators by working directly with Borrowers with the primary objectives of 1) enabling the loan originators being supported to close more loans; and 2) improving the quality of loan files submitted to underwriting. Support Loan Officers by assisting in the origination process. This includes communicating with borrowers and supporting or guiding them through the process of obtaining a Retail Lending loan (i.e. mortgage, home equity loan, or HELOC). This includes working with borrowers directly (via phone or in-person), loan originators, and loan support staff to obtain information from borrowers and submit a complete file for underwriting. Knowledge of AUS, FHA, VA, USDA, and State finance programs required. ESSENTIAL FUNCTIONS: Effectively manage a pipeline of 35 to 40 loans with focus on critical dates and file completeness. Responsible for completing loan applications by working with borrowers and loan originators. Responsible for ensuring that all loan documentation relative to the submission of an application is complete, accurate, with information received, reviewed, and verified, including updated income, assets and liabilities, contracts, and update application accordingly. Manage all loan applications for subordinate liens (i.e. HDF, HH, HOP, LCI, FHLB, etc.) with direct contact with agencies ensuring files meet each agency requirements. Run AUS system and match findings to Loan Operating System ensuring accuracy of information submitted. Order appraisal and applicable PDR/Inspections as needed. Issue commitment approval package and attorney notifications. Communicate all loan approvals to Liberty Bank assigned Attorney. Understanding of Liberty Bank products, policies, procedures, and secondary market guidelines to ensure files submitted are complete. Frequently interact with third parties such as realtors, attorneys, and builders to facilitate the exchange of information for a seamless application and closing process for borrowers. Act as a Liaison between customer and underwriting to facilitate a submission to underwriting for final approval. Responsible to redisclose all loans as required within regulatory required timelines. Monitor APR for accuracy and redisclose as required. Generate, deliver, and work with Borrower and vendor on all CHFA and Condominium specific requirements. Identify problem situations and act proactively to resolve. Update Loan Originators on the status of all pending and approved loans on an as needed basis. Contact Loan Officers and Borrowers with loan approvals and conditions. Communicate directly with the applicants beginning with initial application contact, throughout the process including loan approval, discuss and review outstanding loan conditions and continue contact to ensure all conditions have been received to facilitate a clear to close. Review Commitment Expiration, Appraisals Outstanding and Rate Lock Reports on a daily basis Communicate expiration dates to borrowers and Loan Originator's and request rate lock extensions or exceptions for all approved loans as needed. Assist customers in clearing conditions and validate all documents submitted. Assist construction customers with permits and/or builder requirements. Review all Mortgage Insurance certificates for proper coverage and rates. Generate a "Clear to Close" form and communicate with Borrower to meet regulatory guidelines for signature and receipt. Provides consistent level of high-quality customer service to customers and internal partners Perform any additional duties/activities assigned by management. Assure compliance with Liberty Bank policies and procedures. Review and understand various reporting from internal and external sources. Adheres to applicable federal and state regulations and Bank policies and procedures, including OFAC, BSA, PATRIOT Act, Privacy, and consumer protection regulations. Will need to be registered with the National Mortgage Licensing System (NMLS) Anyone who takes a residential mortgage loan application or offers or negotiates terms of a residential mortgage loan for compensation or gain must register with the NMLS as a Mortgage Loan Officer (MLO). To be registered, the MLO must pass a background check. Failure to comply with registration and annual registration or not pass a criminal background check administered by NMLS may result in termination. Maintain effective working relationships with Loan Originators, Loan Advisors, Closers and all fulfillment staff. Perform any additional duties/activities assigned by management. SECONDARY FUNCTIONS: Stakeholder communication Communicate regularly with internal partners and external vendors principal accountabilities: Excellent communication skills with ability to work directly with borrowers. Strong understanding of mortgage/home lending products Working knowledge of conventional and government loan programs, and secondary market guidelines Demonstrated ability to live the Liberty Bank values of Accountability, Customers, DE&I, Integrity, Relationships, Teamwork, and Trust Desire to learn new things, adapt to change, and meet deadlines. Passionate about helping customers with retail lending products in a positive way. Sense of urgency to achieve measurable results. Enjoys the challenge of transformation MINIMUM REQUIREMENTS: 5+ years of related experience in multiple areas of mortgage/consumer loan processing or related activity 10+ years of relevant industry experience Knowledge of Loan Estimate, APR, interest rates and disclosure/re-disclosure timelines. Proven ability to work with customers and achieve high satisfaction ratings. Ability to partner with internal teammates for common goals. Strong organizational and time management skills PHYSICAL REQUIREMENTS: Use of General Office Equipment Ability to Work on a Computer for Extended Periods of Time COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. .

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects, and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: The summer intern in community development will assist in implementing the department's 2026 Outreach and enhancing our CRA initiatives. ESSENTIAL FUNCTIONS: Facilitate outreach training events supporting the Department's agreement with the Department of Children and Families (DCF) Youth initiative and the Hartford GRIT Program. Facilitate outreach, oversight, and training of the various municipal Summer Youth Work Programs within our CRA Assessment Area. Conduct research on Eastern MA community development Needs Assessment and draft a written report. Coordinate a financial literacy podcasts series targeting college students. Conduct an analysis of the Bank's affordable housing impact. Other duties to support the Community Development team. MINIMUM REQUIREMENTS: Currently pursuing a bachelor's or master's degree. Preferred candidates to be majoring in Project Management, Business Administration or Finance Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills Strong presentation skills Proven Outreach skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: The HR Intern will play a vital supporting role within the Human Resources department, touching every stage of the employee life cycle. This dynamic position involves collaborating across multiple HR functions, from recruitment and onboarding to employee engagement and total rewards, to help drive HR initiatives and support employees throughout their careers at Liberty Bank ESSENTIAL FUNCTIONS: Create an end-of summer presentation for the CHRO focusing on three rising trends in HR for Liberty Bank and potential opportunities for strategic advantage. Assist with planning and preparation of onboarding processes and new employee orientation. Develop helpful resources for new hires, such as FAQs, guides to company culture, or introductions to key systems and tools. Support the annual talent review process by organizing performance data, preparing calibration materials, and coordinating the schedule for leadership training sessions and review meetings. Design and distribute educational materials or a digital "Benefits Spotlight" series to increase employee awareness and utilization of specific Liberty Bank wellness and retirement programs. Assist in various aspects of recruitment process including but not limited to assisting with the candidate experience, managing LinkedIn Talent Hub page, reviewing and improving interview guides. Identify manual HR tasks and research/propose a digital solution or workflow automation to improve departmental efficiency. Gain exposure to Employee Relations by shadowing HR Business Partners during performance management consultations, always maintaining strict confidentiality and professional discretion. Partner with HR Analytics on reporting while operating with the highest level of confidentiality and discretion regarding sensitive employee information and personnel records. Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Human Resources, Industrial Relations, Business Administration or related field. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: Reporting to the Commercial Credit Manager, the Intern will shadow and cross-train with the Underwriting team to gain comprehensive exposure to the commercial lending lifecycle. This role focuses on developing technical skills in financial analysis, regulatory compliance, and risk assessment through hands-on experience with the bank's lending platforms and portfolio management processes. ESSENTIAL FUNCTIONS: Financial Statement Analysis: Perform comprehensive financial spreading via Sageworks/Abrigo software and analyze financial statements, including accounts receivable and payable agings, for commercial clients. Credit Information Gathering: Gather and review related credit materials and information from credit bureaus, reporting services, and other external companies to support the underwriting process. Industry Research: Utilize industry-specific platforms such as IBISWorld and CoStar to research and incorporate relevant market data into underwriting analysis and reports. Cross-Functional Support: Cross-train under the guidance of Team Leaders, the Credit Manager, and Senior Credit Underwriters to develop a holistic understanding of the credit and underwriting functions. Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Finance, Accounting, Business Administration or related field. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: Reporting to the Manager of HRIS, Benefits & Operations, the incumbent is responsible for the preparation and processing of the bi-weekly payroll and all associated, ancillary tasks. Will assist with the coordination and completion of annual bank-wide processes including HR budget, performance & merit special compensation programs. ESSENTIAL FUNCTIONS: Supports all tasks associated with the timely preparation and processing of the Bank's bi-weekly payroll processing; payout of incentives, commissions, special monthly payroll, and other bonus/stipends. Completing tasks and audits as outlined in the Payroll Processing Manual and Payroll Processing Checklist; including balancing, payroll taxes, uploading files to vendors, completing G/L 'tickets', and G/L interface file. Performs the calculation and processing of 'off cycle' pays for corrections, terminations, and special requests. Maintain the GL account mapping of payroll expenses and liabilities and reconcile monthly. Ensure that all payroll wages and deductions are properly set up to comply with federal and state tax regulations and FLSA overtime calculations. Compile and report workforce data as required by state and federal agencies. Supports the bank's HR budget process, maintaining the budget database, creation of worksheets for distribution to collect budget data, entry of budget data, running reports, and analyzing data. Provides support for the Bank's Annual Performance Review processes. Ensure that all employees are assigned to the appropriate manager and assist managers as needed throughout the process. Process bonus payroll annually to include: EPIP, Discretionary EPIP, SLIP, CIP and RSIP. Responsible for assisting with writing policies, procedures, and training materials. Other duties as assigned. MINIMUM REQUIREMENTS: Bachelor's degree in Human Resources Management preferred or equivalent work experience. Minimum of 5 years of experience processing payroll using an HCM system as well as general knowledge of state and federal labor laws, tax regulations and tax reporting. Strong written and verbal communication skills Proficiency in Microsoft Excel (PivotTables, VLOOKUP/XLOOKUP, advanced formulas, etc) Proven analytical and critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Prolonged Sitting and Standing COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: Work closely with and obtain guidance from the Audit Team to perform audit work, which may include control testing and regulatory reviews of certain areas of the Bank in order to gain an understanding of internal audit, the banking industry, and related processes and systems. Through this work, the intern will help identify key weaknesses or areas containing inefficiencies, as well as identify opportunities to enhance the Bank's internal control environment. Work may also include assisting the Audit Team on department-wide projects. ESSENTIAL FUNCTIONS: Assist in executing audit assignments, including control testing and regulatory reviews, using business communication skills for documentation and Excel spreadsheets for testing. Communicate effectively with Internal Audit (IA) team members and business lines to understand and execute audit steps. Perform tasks related to internal audit, such as reading and applying policies and procedures (Audit Manual) that relate to audit standards. Learn to navigate the audit management platform (AuditBoard) to document work papers and test work. Support the Audit Team on department-wide projects and perform other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Accounting, Finance or Business Administration; an interest in data analytics is a plus. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: As a Teller, you'll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank's Vision, Mission, and Core Values. The Teller role serves as a proactive member of the Retail Branch team by being an initial contact for existing customers and identifying opportunities to make meaningful referrals. In addition, this role will be responsible for processing an array of banking transactions with efficiency and accuracy. In this role, the Teller is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Teller is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. ESSENTIAL FUNCTIONS: Actively engages in immediate customer acknowledgment, meeting and greeting customers. Adheres to established customer service standards and provides a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed. Meets/Exceeds assigned referral goals through cues and discovery questions to meet customers banking needs. Transitions identified sales opportunity to the appropriate banking partner. Ensures accurate and timely documentation of activities and follow up opportunities in the banking appropriate systems. Understands and educates customers on alternative delivery channels including digital banking. Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials. Effectively and accurately processes an array of banking transactions while providing excellent customer service in a timely manner. Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing. Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies/procedures. Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets. Volunteers for special projects within the scope of your job responsibilities. Participates in community events and establish relationships for the benefit of the bank. Completes other related duties as assigned. Minimum knowledge/skills: High School degree or GED required. Minimum of 6 - 12 months cash handling experience in a retail or banking environment preferred. Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications. Strong verbal and written communication skills. Ability to effectively ask questions and identify needs to enhance the customer relationship. Attention to detail and the ability to execute accurately on a variety of policy and procedures Ability to take initiative and work independently. Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience. Ability to develop and foster a positive team/work environment. Ability to proactively plan the day to contribute to the overall success of branch sales and operations. Availability to work weekends and/or extended hours as required. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Use of general office equipment Ability to travel COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Job Description Senior Credit Analyst (E5) Chelsea Groton is looking to hire motivated and dynamic individuals for our Credit Department. The Senior Credit Analyst is responsible for conducting in-depth credit analysis on commercial lending relationships, assessing risk, and making recommendations that align with our bank's credit policies and risk appetite. The ideal candidate will bring strong financial acumen, sound judgment, and a collaborative mindset to support prudent lending decisions and portfolio management. 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: Perform comprehensive credit analysis on new and existing loan relationships, including financial statement review, cash flow analysis, and risk rating assignments. Prepare and present credit memos with well-supported recommendations to senior management and loan committees. Monitor portfolio performance and identify early warning signs of credit deterioration, recommending appropriate action when necessary. Ensure compliance with internal credit policies, regulatory requirements, and industry best practices. Collaborate with loan officers to structure credit solutions that meet client needs while maintaining sound risk management. 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.

WHAT MANAGEMENT TRAINEES CAN EXPECT: This position is a retail branch management trainee position with a defined professional development program that includes both instructor-led and self-paced learning as well as hands on experiences in a retail branch. During a 12 month on the job paid training pathway, trainees work alongside knowledgeable team members in which they learn all the facets of retail branch banking and management. Trainees will interact with team members from across the bank, customers and prospects, shadow other departments and bank-wide committees to gain insights as to how the bank operates and participate in leadership development courses. After successful completion of the management training program, trainees will have readiness for selection for leadership roles across the retail branch network. During this 12-month program, the bank is committed to building trainee competence and supporting learning and development opportunities. POSITION OVERVIEW: An individual in this role is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional, and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, retail branch management trainees are cross trained to complete and manage operational, customer service, and product/service tasks efficiently and effectively. ACCOUNTABILITIES / RESPONSIBILITIES: Operational Performs a variety of financial transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin and currency orders, etc. Assists customers with account opening, account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, fraud services, and able to effectively demonstrate online banking and mobile banking services. Balances transactions and cash at the end of the day and assists with Video Banking ATM balancing and branch settlement. Maintains keys and combinations. Assists with other security and audit routines. Ensures that transactions and reports are processed accurately, and proper documentation completed. Assists with vault transactions, processes, cash ordering, balancing, and verification. Knowledge/Customer Service Proactively engages with customers on the retail branch floor \ provides efficient, accurate and courteous customer service with a strong focus on financial education. Maintains knowledge of Bank's products and services. Identifies and actively engages customers in determining needs and goals. Refers to a business partner as appropriate. Interview consumer loan applicants objectively, recommend appropriate products based on needs and ability to repay. Follow loans from application to closing efficiently and accurately. Refers to MLO's as appropriate. Work towards NMLS registration. Leadership and Management Promotes the Bank's products and services and maintains an active participation in community affairs. Exhibits strong leadership competencies including team and coaching communication, emotional intelligence, performance management, agility, innovation, resourcefulness, positivity, and collaboration. Demonstrates and applies management competencies including hiring, onboarding, team scheduling, incentive tracking, conduct management, administrative reporting, process improvement, and operational quality control. Responsible for adhering to Bank policies and procedures related to regulatory compliance requirements applicable to the job function. POSITION REQUIREMENTS DURING TRAINING PROGRAM: Associate's degree is required; a bachelor's degree is preferred. Two+ years of customer facing sales experience to include cash handling, supervisory or demonstrated leadership experience, and problem resolution. In lieu of a college degree, a minimum of five years of work experience in a related field is required. SUPERVISORY SCOPE : n/a INDEPENDENT ACTION: Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor. COMPLIANCE: 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. UPON PROGRAM COMPLETION : Trainees will continue with expectations outlined during the program as well as: Maintains expert knowledge of Bank's products and services. Recommends and creates customized solutions utilizing the full product and service portfolio., participates in business development, onboarding, and retention activities. Facilitates an efficient and accurate loan process, from interview through application and to closing. Earns and then annually satisfies the SAFE MLO testing requirements for NMLS registration. Assists with monitoring and evaluating team member performance in conjunction with Customer Solutions Manager, provides feedback to enhance customer sales and service efforts. Provides input for performance reviews, professional development and training milestones, and promotional recommendations. Assists staff in performing operational duties, as needed, e.g., balancing, account problems, etc. Provide policy overrides on computer system to process transactions. Owns branch safety and soundness responsibilities. Processes vault transactions. Orders and ships cash; Verifies all cash transactions; Balance vault and ATM cash and branch. Ensure the security of applications, systems and cash storage. Maintains building keys, security, and vault combinations with opening/closing responsibilities. Serves in an on-call capacity for ATM and alarm systems. Assists with branch events and initiatives. POSITION REQUIREMENTS UPON PROGRAM COMPLETION: Must demonstrate effective coaching skills and the ability to train and motivate team members. Effective customer service, verbal & written communication, as well as math, critical thinking, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including a variety of computers and mobile applications. Able to lead by example - effective coaching and mentoring skills essential. Tech-savvy - use of and able to demonstrate features of banking technology with customers using a variety of tools. Proficient use of Microsoft Office suite is essential. Actively learns, demonstrates, and fosters a positive Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach. In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and various state banking laws, MLOs at Chelsea Groton Bank must satisfy certain professional state-licensing requirements prior to engaging in loan origination activities on behalf of Chelsea Groton Bank. SUPERVISORY SCOPE : Limited supervisory responsibility INDEPENDENT ACTION: Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor. COMPLIANCE: 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.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: Reporting to the Head of Specialty Lending and Services, the incumbent is responsible for performing audits of various functional areas relating to timeshare loans to ensure activities and procedures conform to applicable policy and regulatory guidelines. ESSENTIAL FUNCTIONS: The incumbent schedules and performs audits of outside third-party servicing companies, borrowers which self-service, custodian companies, Wellington Financial (Liberty's exclusive timeshare correspondent), and attends audits being conducted by other financial institutions in which Liberty is a participating bank. These audits are conducted to ensure that appropriate internal controls are in place, policies and procedures are being adhered to, and that exposure to risk is minimized. Conducts interviews, reviews documentation and recordkeeping and follows audit trails to identify irregularities in controls and procedures. Summarizes audit findings and prepares reports for the Manager of Resort Finance and the Commercial Servicing Manager outlining recommended corrective actions. Clarifies audit findings and explains subsequent audit recommendations to management, Wellington Financial, outside servicing/custodial companies and timeshare borrowers. Maintains effective communication with the above to facilitate completion of audits and to insure implementation of proposed recommendations. Keeps abreast of changes in Bank policy and procedures and applicable regulatory guidelines. Keeps the Manager of Commercial Loan Servicing and the Manager of Resort Finance abreast of information based upon auditing projects. The incumbent is also responsible for billing, tracking and collecting all reimbursable travel expenses from the appropriate developer. principal accountabilities: Audits Conducts comprehensive audits according to established plans identifying areas of existing or potential weaknesses. Reporting Prepares well written detailed reports which summarize audit findings including appropriate recommendations for corrective action. Communicating Maintains effective communication to foster a cooperative work environment in order to implement recommended courses of action. Lead Capacity Provides guidance to less seasoned participants to insure proper analysis during field audits. Files Maintains up-to-date files and records to support audit findings. EEO Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action/Equal Employment Opportunity, and Equal Opportunity Lending programs to achieve the Bank's goals and objectives. Compliance Adheres to applicable federal and state regulations and Bank policies and procedures, including OFAC, BSA, PATRIOT Act, Privacy, and consumer protection regulations pertaining to incumbent's business line. Completes required training (on-line and in-person) by set due dates. SECONDARY ACCOUNTABILITIES: Advance Audits Performs a selected number of advance audits on a monthly basis. Reimbursable Fees Tracks, bills and collects applicable reimbursable expenses. DIMENSIONS: Est. 12 - 17 Audits per Year Portfolio: ~$750MM MINIMUM REQUIREMENTS: Preferred Bachelor's Degree in Finance, Accounting, Audit, or related field of study. Four to Five plus years of related analytical/underwriting related experience. Thorough knowledge of existing loan policies, all aspects of financial statement analysis, and industry best practices in risk assessment and management. Excellent written and oral communication skills and a high level of proficiency in Word and Excel. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Ability to Travel by Car/Airplane Personal Computers COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: Assist managing Enterprise Project Management Office (EPMO) projects for the bank which include new locations, new/upgrades to systems, process updates to comply with new regulatory requirements, process improvements, large strategic initiatives, etc.). ESSENTIAL FUNCTIONS: Shadow Project Managers during project management activities and meetings Receive mentoring on project management and EPMO processes, tools (e.g. OneNote, Copilot, Azure Boards, OnePlan), and procedures from EPMO Leader and Project Managers Assist with project management activities (e.g., meeting facilitation, meeting summaries, scope development, project closure reports, project change controls, project issue/risk/action item tracking, project schedules) Help with EPMO process improvement initiatives Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Project Management or Business Administration. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: As a Financial Planning & Analysis (FP&A) Intern, you will actively contribute to the bank's financial reporting and forecasting cycles. You will assist the finance team by preparing and analyzing key financial reports, performing variance analysis on expenses and income streams, building ad-hoc reports for senior leadership, and providing dedicated support to specific business lines and strategic initiatives. ESSENTIAL FUNCTIONS:) Financial Reporting and Analysis: Assist in preparing and analyzing monthly, quarterly, and annual financial reports for various business units, including performing variance analysis to explain differences between actual results and the budget/forecast. Forecasting Support: Support the team in the annual Strategy Refresh preparation and monthly or quarterly financial forecasting processes by gathering and consolidating data from various departments. Financial Modeling: Build and maintain Excel-based financial models to support scenario planning, business performance evaluation, and specific ad-hoc financial analyses. Presentation Preparation: Compile data and insights into clear and impactful presentations and reporting materials for business leaders and senior management. Process Improvement and Ad-Hoc Projects: Actively participate in special projects, such as identifying and implementing process improvements for financial reporting efficiency or conducting ad-hoc research to identify cost trends and opportunities for enhanced profitability. Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Finance, Accounting or Business Administration. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills Microsoft Excel Skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: As a Universal Banker, you'll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank's Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch. In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. ESSENTIAL FUNCTIONS: Provides on-site Branch Operations Supervisor coverage for various branches locations as assigned. Actively engages in immediate customer acknowledgment, meeting and greeting customers. Adheres to established customer service standards and provides a differentiated experience through meaningful sincere conversations. Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed. Meets/Exceeds personal sales goals in the areas of all banking products and services offered. Utilizes the Discovery Guide to uncover new opportunities to recommend appropriate solutions. Proactively reaches out to customers to contribute to the retention and servicing of both Consumer and Business relationships. Ensures accurate and timely documentation of activities and follow up opportunities in the appropriate banking systems. Understands and educates customers on alternative delivery channels including digital banking. Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials. Effectively and accurately processes an array of banking transactions including new account opening, lending and referrals to other business lines. Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing. Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets. Volunteers for special projects within the scope of your job responsibilities. Participates in community events and establish relationships for the benefit of the bank. Completes other related duties as assigned. Minimum knowledge/skills: College degree or equivalent work experience preferred. Minimum of 6 months of Retail Banking or equivalent Sales experience. Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications. Strong verbal and written communication skills. Ability to effectively ask questions and identify needs to enhance the customer relationship. Attention to detail and the ability to execute accurately on a variety of policy and procedures. Ability to take initiative and work independently. Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience. Ability to develop and foster a positive team/work environment. Ability to proactively plan the day to contribute to the overall success of branch sales and operations. Availability to work weekends and/or extended hours as required. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Use of general office equipment Ability to travel COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

WHAT MANAGEMENT TRAINEES CAN EXPECT: This position is a retail branch management trainee position with a defined professional development program that includes both instructor-led and self-paced learning as well as hands on experiences in a retail branch. During a 12 month on the job paid training pathway, trainees work alongside knowledgeable team members in which they learn all the facets of retail branch banking and management. Trainees will interact with team members from across the bank, customers and prospects, shadow other departments and bank-wide committees to gain insights as to how the bank operates and participate in leadership development courses. After successful completion of the management training program, trainees will have readiness for selection for leadership roles across the retail branch network. During this 12-month program, the bank is committed to building trainee competence and supporting learning and development opportunities. POSITION OVERVIEW: An individual in this role is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional, and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, retail branch management trainees are cross trained to complete and manage operational, customer service, and product/service tasks efficiently and effectively. ACCOUNTABILITIES / RESPONSIBILITIES: Operational Performs a variety of financial transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin and currency orders, etc. Assists customers with account opening, account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, fraud services, and able to effectively demonstrate online banking and mobile banking services. Balances transactions and cash at the end of the day and assists with Video Banking ATM balancing and branch settlement. Maintains keys and combinations. Assists with other security and audit routines. Ensures that transactions and reports are processed accurately, and proper documentation completed. Assists with vault transactions, processes, cash ordering, balancing, and verification. Knowledge/Customer Service Proactively engages with customers on the retail branch floor \ provides efficient, accurate and courteous customer service with a strong focus on financial education. Maintains knowledge of Bank's products and services. Identifies and actively engages customers in determining needs and goals. Refers to a business partner as appropriate. Interview consumer loan applicants objectively, recommend appropriate products based on needs and ability to repay. Follow loans from application to closing efficiently and accurately. Refers to MLO's as appropriate. Work towards NMLS registration. Leadership and Management Promotes the Bank's products and services and maintains an active participation in community affairs. Exhibits strong leadership competencies including team and coaching communication, emotional intelligence, performance management, agility, innovation, resourcefulness, positivity, and collaboration. Demonstrates and applies management competencies including hiring, onboarding, team scheduling, incentive tracking, conduct management, administrative reporting, process improvement, and operational quality control. Responsible for adhering to Bank policies and procedures related to regulatory compliance requirements applicable to the job function. POSITION REQUIREMENTS DURING TRAINING PROGRAM: Associate's degree is required; a bachelor's degree is preferred. Two+ years of customer facing sales experience to include cash handling, supervisory or demonstrated leadership experience, and problem resolution. In lieu of a college degree, a minimum of five years of work experience in a related field is required. SUPERVISORY SCOPE: n/a INDEPENDENT ACTION: Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor. COMPLIANCE: 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. UPON PROGRAM COMPLETION: Trainees will continue with expectations outlined during the program as well as: Maintains expert knowledge of Bank's products and services. Recommends and creates customized solutions utilizing the full product and service portfolio., participates in business development, onboarding, and retention activities. Facilitates an efficient and accurate loan process, from interview through application and to closing. Earns and then annually satisfies the SAFE MLO testing requirements for NMLS registration. Assists with monitoring and evaluating team member performance in conjunction with Customer Solutions Manager, provides feedback to enhance customer sales and service efforts. Provides input for performance reviews, professional development and training milestones, and promotional recommendations. Assists staff in performing operational duties, as needed, e.g., balancing, account problems, etc. Provide policy overrides on computer system to process transactions. Owns branch safety and soundness responsibilities. Processes vault transactions. Orders and ships cash; Verifies all cash transactions; Balance vault and ATM cash and branch. Ensure the security of applications, systems and cash storage. Maintains building keys, security, and vault combinations with opening/closing responsibilities. Serves in an on-call capacity for ATM and alarm systems. Assists with branch events and initiatives. POSITION REQUIREMENTS UPON PROGRAM COMPLETION: Must demonstrate effective coaching skills and the ability to train and motivate team members. Effective customer service, verbal & written communication, as well as math, critical thinking, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including a variety of computers and mobile applications. Able to lead by example - effective coaching and mentoring skills essential. Tech-savvy - use of and able to demonstrate features of banking technology with customers using a variety of tools. Proficient use of Microsoft Office suite is essential. Actively learns, demonstrates, and fosters a positive Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach. In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and various state banking laws, MLOs at Chelsea Groton Bank must satisfy certain professional state-licensing requirements prior to engaging in loan origination activities on behalf of Chelsea Groton Bank. SUPERVISORY SCOPE: Limited supervisory responsibility INDEPENDENT ACTION: Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor. COMPLIANCE: 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.