Operations Specialist jobs at PeoplesBank

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: As a Retail Operations Specialist, you'll play a vital role in ensuring the seamless functioning of our Banking Centers throughout Massachusetts and Connecticut. Reporting to the VP of Retail Administration, you'll serve as a strategic liaison between Retail Administration and frontline teams-delivering expert analysis and support in operations, security, fraud prevention, and compliance. This dynamic role involves regular travel to regional locations, fostering collaboration with banking center associates, and contributing to key administrative and project initiatives. This role is based out of our Executive Office in Holyoke MA with significant travel to our branches. Essential Duties and Responsibilities: * Conduct comprehensive banking center reviews to identify operational, security, and compliance issues, delivering real-time coaching and tracking trends to drive performance improvements. Escalates policy violations and performance concerns to leadership for resolution. * Analyze operational data from daily interactions and site visits to uncover key insights. Continuously updates Retail and VideoBanker procedures and provides detailed visit summaries to support ongoing training and strategic decision-making. * Serve as a trusted operations partner to banking centers, offering expert guidance on core systems, account management, legal documentation, and transaction processing. Ensures consistent application of policies and swift resolution of errors. * Monitor cash levels across banking centers, collaborating with teams to maintain optimal balances and recommending adjustments to meet operational standards. * Oversee regional compliance with operational, security, and regulatory procedures to ensure successful internal and external audits. Partners with Internal Audit and Retail leadership to address findings and implement preventative strategies. * Respond swiftly to fraud incidents, providing immediate support and guidance to mitigate risk and protect customers and the bank. * Act as a liaison between banking centers and departments such as Deposit Operations, Electronic Banking, BSA, Risk Oversight, and Facilities - ensuring timely resolution of cross-functional issues. * Deliver Approval and Authority Training for all newly hired Retail associates, reinforcing operational standards from day one. * Represent Retail Administration in cross-functional project teams and leads operational efforts for new or closing banking centers within the assigned region. * Manage user access reviews and annual compliance assessments for FDICIA, GLBA, and Disaster Recovery within the Retail department. * Maintain deep expertise in PeoplesBank's core systems, hardware/software platforms, and Retail procedures to support operational excellence. * Complete all required compliance training and adhere to federal, state, and bank regulations, policies, and CARE standards. * Perform additional duties as assigned to support Retail Administration and banking center success. Education and Experience: * Bachelor's degree (B.A.) from a four-year College or University or a minimum of three to five years banking-related experience and/or training; or equivalent combination of education and experience. Certifications Requirement: * This position requires National Mortgage Licensing System (NMLS) registration; and ability to obtain said license after a period to be determined by decisionmaker. Must be able to successfully complete the registration process, which includes, but is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS license regulations and rules. * This position requires driving for work; and which includes but is not limited to possession of a valid driver's license, undergoing driving record check and maintenance of acceptable driving record. Skills Required: * Excellent verbal and written communication skills. * Highly organized and detail oriented with strong time management and multitasking skills * Self-directed with the ability to demonstrate professionalism, adapt and achieve results while working under the pressures of shifting priorities in a dynamic and agile environment * Understanding of banking regulatory matters and procedures for proper operation. * Ability to perform various banking procedures and operations. * Ability to develop and implement strategies. * Excellent analytical and problem-solving skills. * Advanced customer service skills. * Demonstrated ability to effectively collaborate and interact with all levels of associates * Extensive knowledge and required acknowledgement of regulations including but not limited to: Reg CC, Reg DD, Privacy, Security, BSA, Fair Lending, CIP, Reg E. skills. * Ability to maintain a high degree of confidentiality and professionalism. * Ability to successfully work and travel to bank and branch locations in MA and CT as needed and assigned Computer/Technical Skills: * Proficient with Microsoft Office Suite and other banking software programs. Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

Job Title: Retail Account Operations Specialist Department: Branch Administration Department Location: Littleton, MA Reports to: Director, Retail Operations & Optimization Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: Primarily works on-site at a Branch or HQ Pay Grade: 8 FLSA Status: Non-Exempt Pay Grade Range: $23.84 - $29.80 - $35.76 Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. FUNCTION: The Retail Account Operations Specialist is responsible for auditing all new accounts opened through retail branches and reviewing maintenance performed on existing accounts to ensure compliance with internal policies, regulatory requirements (KYC, AML, BSA), and operational standards. This role safeguards the credit union's reputation, ensures regulatory compliance, and protects members' financial interests by maintaining account integrity and mitigating risk. Success in this position requires a high level of diligence, attention to detail, and strong analytical skills to identify errors, missing documentation, and potential fraud. Daily responsibilities include monitoring new account reports, reviewing maintenance activities, and applying sound judgment and knowledge of credit and financial analysis principles. This role also oversees ACH audit reviews and debit card limit changes as part of maintenance change audit review processes, ensuring compliance and risk mitigation. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Audit all new accounts opened across retail branches daily, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements (CIP/KYC, AML, BSA). Review maintenance transactions on existing accounts (e.g., address changes, ownership updates, product conversions) for proper authorization and compliance. Monitor daily new account reports to identify missing documentation, errors, or potential signs of fraud, report findings to appropriate parties for correction. Prepare detailed audit logs, summaries, and monthly compliance reports, including identified risks and recommended actions. Collaborate with branches, Retail Operations leadership, and the Risk Department to resolve exceptions and strengthen compliance processes. Assist in developing and implementing policies, procedures, and strategies to enhance account review processes and mitigate risk. Provide guidance and training to branch staff on account opening and maintenance standards, suspicious activity identification, and compliance requirements. Conduct quarterly training sessions or workshops to raise awareness of account review procedures and promote compliance. Collect documentation for external audits and respond to auditor inquiries during review processes. Pull and manage ACH audit reviews to verify accuracy, authorization, and compliance with internal and regulatory standards. Review and manage debit card limit changes under maintenance change audit review, ensuring proper documentation and adherence to policy. Stay current with regulatory requirements and industry best practices related to account review and financial crime prevention. Attend weekly on-site team meetings at Littleton HQ with the Retail Services team. Demonstrate behaviors aligned with the credit union's Fundamentals as part of the Workers Way culture program. Education HS diploma or equivalent required. Experience Thorough working knowledge of Account Review Process, 3-5 years of experience in frontline operations and compliance in a financial services environment. Knowledge/Skills/Abilities/Competencies Skilled in Microsoft Office Outlook, Word, and Excel. Strong understanding of core banking systems and compliance platforms. Strong communication skills, interpersonal communication, problem solving, and critical thinking. Very strong detail orientation and organizational skills. Able to multi-task in an office environment. Must possess self-initiative, motivation, and confidence in work abilities. Team-oriented individual who works well with colleagues. Ability to work independently. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. This role is currently classified as a Hybrid position. However, the classification is subject to change based on business needs. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms. Occasional travel to other work locations maybe be required. About Workers Credit Union : Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Title: Retail Account Operations Specialist Department: Branch Administration Department Location: Littleton, MA Reports to: Director, Retail Operations & Optimization Career Stream: Individual Contributor Classification: Hybrid Onsite Frequency: Primarily works on-site at a Branch or HQ Pay Grade: 8 FLSA Status: Non-Exempt Pay Grade Range: $23.84 - $29.80 - $35.76 Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. FUNCTION: The Retail Account Operations Specialist is responsible for auditing all new accounts opened through retail branches and reviewing maintenance performed on existing accounts to ensure compliance with internal policies, regulatory requirements (KYC, AML, BSA), and operational standards. This role safeguards the credit union's reputation, ensures regulatory compliance, and protects members' financial interests by maintaining account integrity and mitigating risk. Success in this position requires a high level of diligence, attention to detail, and strong analytical skills to identify errors, missing documentation, and potential fraud. Daily responsibilities include monitoring new account reports, reviewing maintenance activities, and applying sound judgment and knowledge of credit and financial analysis principles. This role also oversees ACH audit reviews and debit card limit changes as part of maintenance change audit review processes, ensuring compliance and risk mitigation. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: * Audit all new accounts opened across retail branches daily, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements (CIP/KYC, AML, BSA). * Review maintenance transactions on existing accounts (e.g., address changes, ownership updates, product conversions) for proper authorization and compliance. * Monitor daily new account reports to identify missing documentation, errors, or potential signs of fraud, report findings to appropriate parties for correction. * Prepare detailed audit logs, summaries, and monthly compliance reports, including identified risks and recommended actions. * Collaborate with branches, Retail Operations leadership, and the Risk Department to resolve exceptions and strengthen compliance processes. * Assist in developing and implementing policies, procedures, and strategies to enhance account review processes and mitigate risk. * Provide guidance and training to branch staff on account opening and maintenance standards, suspicious activity identification, and compliance requirements. * Conduct quarterly training sessions or workshops to raise awareness of account review procedures and promote compliance. * Collect documentation for external audits and respond to auditor inquiries during review processes. * Pull and manage ACH audit reviews to verify accuracy, authorization, and compliance with internal and regulatory standards. * Review and manage debit card limit changes under maintenance change audit review, ensuring proper documentation and adherence to policy. * Stay current with regulatory requirements and industry best practices related to account review and financial crime prevention. * Attend weekly on-site team meetings at Littleton HQ with the Retail Services team. * Demonstrate behaviors aligned with the credit union's Fundamentals as part of the Workers Way culture program. Education * HS diploma or equivalent required. Experience * Thorough working knowledge of Account Review Process, 3-5 years of experience in frontline operations and compliance in a financial services environment. Knowledge/Skills/Abilities/Competencies * Skilled in Microsoft Office Outlook, Word, and Excel. * Strong understanding of core banking systems and compliance platforms. * Strong communication skills, interpersonal communication, problem solving, and critical thinking. * Very strong detail orientation and organizational skills. * Able to multi-task in an office environment. * Must possess self-initiative, motivation, and confidence in work abilities. * Team-oriented individual who works well with colleagues. * Ability to work independently. Work Environment * This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. * This role is currently classified as a Hybrid position. However, the classification is subject to change based on business needs. Physical Demands * The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. * This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms. * Occasional travel to other work locations maybe be required. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: * Comprehensive medical, dental and vision plans * Basic life and AD&D insurance, short-term disability and long-term disability * 15+ days of paid time off (PTO) per year * Up to 16 hours of volunteer time off (VTO) per year * 11+ paid holidays * 401(k) that includes a Safe Harbor Match of up to 4%. * Tuition Reimbursement Program * Mental health resources including an Employee Assistance Program (EAP) * Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

This is a hybrid role, however onsite training is required in Wakefield. Our Business Service Team is a specialty group within our customer service center primarily providing support to our business customer base over the phone and e-mail. The team handles inquiries regarding our business deposit and loan products as well as our business online banking solution and the various cash management products that we offer. Provides a high level of service to all business banking and commercial banking clients over the phone and e-mail. Provides customer support for our suite of business online banking products and processes a variety of account maintenance requests. Use strong written communication skills to reply to internal and external email inquiries in a timely and efficient manner. Handles the most complex customer complaints and problems without assistance by making independent decisions. Is able to instill a sense of confidence with these customers based upon content and delivery. Acts as a resource and escalation point to other team members on all product and service-related inquiries. Assists management with monitoring the business banking inbound call queue, e-mail queue, and offline work queue. Assists with training, quality testing new products/services, and documenting procedures. REQUIREMENTS: Education and Experience Associate degree or related knowledge/skills base gained through experience preferred. Previous Business/Commercial Banking experience preferred Customer service experience in a fast-paced environment is preferred Proven previous job stability a must Skills/Knowledge Familiarity with cash management products and services is a plus Computer proficiency, including web navigation and keyboarding skills a must Excellent oral and written communication skills Superior customer service skills required Proficient with online banking, internet terminologies, and navigation Ability to learn new concepts quickly and easily in a fast-growing environment Previous success hiring people with similar job titles to these: Customer Service Representative Inbound Call Representative Call Center Representative Customer Care Center Specialist Member Services Representative Key Terms Problem Solver Multitasker Creative Thinker Tech Savvy Perks: Remote work flexibility after a desired length of tenure and good performance Hire immediately Growth opportunities Great benefits Strong culture Work life balance

Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities **We Want to Talk to You!** **The Difference You Make** : The Specialist, Claims & Fraud Operations performs routine, analytical review of data and/or documentation which may include customer data and/or review for fraud/risk activities. Will play a crucial role in our operations. Your fraud analyst skills will be use as you manage and respond to fraud risks, ensuring the protection of our customers and minimizing losses for both the clients and the bank. Your responsibilities help monitor financial activities for anything suspicious that might point to fraud. Review data, and various types of transactions to ensure fraud prevention and detection. **Time of shift: Monday-Friday 8am-5pm EST** + Analyzes current fraud trends and provide input into rules and parameters. + Fraud analysts meticulously review financial transactions, account activity, and other data to identify potential fraudulent behavior. + Demonstrate ability Ito identify fraud and related financial crime risks and take the appropriate steps to mitigate the risks. + Follow and maintains Policy and Procedure Manuals. + Enters fraud cases in the case management system. + Review fraud alerts involving Cards, ACH, Pre-authorized drafts, altered check, forged endorsements, unauthorized third-party transfers, elder fraud, identity theft or other operations fraud issues. + Reports suspicious activity as required by the Bank Secrecy Act. + Research discrepancies, accumulate all necessary information and take appropriate action to stop, and where possible, prevent fraud and identity theft losses. + Understanding various fraud schemes and techniques is crucial for effective detection and prevention. + Ability to identify, analyze, and resolve complex fraud issues. **What You Bring** : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience 1+ Years Experience in loss prevention, fraud, regulatory compliance, fraud prevention or security area preferably in financial services. + Ability to analyze diverse information and develop strategy recommendations. + Excellent customer service and communication skills, both verbal and written. + Excellent organization skills, Knowledge, and experience with root cause analysis. + Proficient in MS Office Applications, Solid ability to multi-task, Solid analytical, interpretive, and problem-solving skills. + Solid knowledge of department computer applications and systems. + Working knowledge of fraud systems such as Lexus Nexus, Appian, PEP+(desired-not mandatory) + Working knowledge of loss and fraud detection/prevention principals, multiple fraud areas, compliance and regulatory issues related to the department and/or company. + Minimal physical effort such as sitting, standing, and walking. + Accurately identifies resource requirements to solve basic problems. + Communicates clearly and precisely Listens carefully and asks questions to clarify understanding. + understanding of financial services industry and how organizations operate. + Learns about and diligently follows established risk management policies, processes, and procedures. + Always maintains professional behavior in representing the company does all routine work accurately and on-time; is aware of own impact on others. + Responds promptly to customer inquiries. + Takes responsibility for issues and, with assistance, works to find a solution. + Works effectively in team settings **It Would Be Nice For You To Have** : Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. **What Else You Need To Know** **:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. **Base Pay Range** Minimum: $40,500.00 USD Maximum: $64,000.00 USD **Link to Santander Benefits:** **Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) (************************************* DvZMQUmQ9qBf0gNi6cS-sCOOUmrXQKufnl-c92ox6n4.htm)** **Risk Culture:** We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. **EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions** : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:** This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. **What** **To Do Next** **:** If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. **Primary Location:** Quincy, MA, Quincy **Other Locations:** Massachusetts-Boston **Organization:** Santander Bank N.A. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

DRW is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. We value autonomy and the ability to quickly pivot to capture opportunities, so we operate using our own capital and trading at our own risk. Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, we trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. We have also leveraged our expertise and technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets. We operate with respect, curiosity and open minds. The people who thrive here share our belief that it's not just what we do that matters-it's how we do it. DRW is a place of high expectations, integrity, innovation and a willingness to challenge consensus. As a Trading Operations Specialist, you'll provide support to a group of trading desks based in New York and Chicago. This is an opportunity to solve challenging problems while working closely with relationship managers, experienced traders, researchers and software engineers to optimize operational workflow and use the right tools and technology for the job. Responsibilities: * Provide front-office support for the firm's direct trading business * Act as process owner for current functionality and provide critical support and advice regarding needed enhancements to technology, workflows, and processes: * Gain strong understanding of traders' individual risk management tools and provide support for related traders' needs * Upgrade and support traders' tools to effectively utilize technologies and tools that are firm standard * Interface with technology to improve tools where they fall short of meeting the desks' needs * Adopt, integrate, and promote new technology as it becomes available * Gain mastery of the firm's proprietary trade capture, inventory management, treasury management, and risk management systems necessary to support products related to the desks' activity: futures/futures options * Trade and position reconciliation with the firm's clearing houses, counterparties, and brokers * Daily P&L calculation and substantiation Requirements: * Experience with futures, futures options, and/or OTC products preferred * Previous experience supporting fixed income, currencies, crypto assets, or commodities products * Proficient in Python * Working knowledge of Git, SQL, and Linux * Substantial prior interaction with the front office and senior management in an active trading environment * 2-3 years of experience in front office, middle office, back office or risk management roles working with exchange-traded and over-the-counter products and derivatives * Bachelor's degree in finance, economics, or another quantitative field or material equivalent exposure * Demonstrated ability to work independently * Demonstrated ability to analyze problems and synthesize and implement solutions The annual base salary range for this position is $90,000 to $125,000 depending on the candidate's experience, qualifications, and relevant skill set. The position is also eligible for an annual discretionary bonus. In addition, DRW offers a comprehensive suite of employee benefits including group medical, pharmacy, dental and vision insurance, 401k (with discretionary employer match), short and long-term disability, life and AD&D insurance, health savings accounts, and flexible spending accounts. For more information about DRW's processing activities and our use of job applicants' data, please view our Privacy Notice at ******************************* California residents, please review the California Privacy Notice for information about certain legal rights at ****************************************** #LI-DW1

Job DescriptionSUMMARY/OBJECTIVE The primary role of the Branch Operations Specialist is to ensure operational integrity and compliance for the branch, including both sales and service functions. The Branch Operations Specialist provides direction and leadership to the teller line with emphasis on superior customer service skills, achieving sales goals and teamwork. ESSENTIAL FUNCTIONS Oversee the daily operations of the teller line, emphasizing superior customer service skills. Utilizes sales techniques and coaches' coworkers working behind the teller line to recognize the needs of customers and match those needs to the Bank's available products and services. Performs the typical duties of a teller and assists with platform as needed Opens basic new accounts in an efficient, accurate and friendly manner. Assists customers with routine account maintenance and other service issues Processing monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency and other daily transactional functions. Responsible for analyzing the use of branch cash; Ensures the branch does not exceed the cash limit set for the branch; maintaining appropriate supply of money for the branch based on legal requirements and business demands; orders and ships cash as needed Under dual control, manages the vault cash and daily activity. Under dual control, balances the ATM daily & ensures it remains stocked, & operating. Performs audits of all negotiable instruments, cash drawers and other related logs to ensure adherence to defined policies and procedures. Responsible for Branch Batch scanning accuracy and quality of transaction tickets. Coordinates with Assistant Branch Manager to track, monitor and follow-up on transaction processing errors that impact on customers' accounts, such as non-post; this includes Corrective Action discussions with branch staff (Tellers/SSR's) Performs quality review of all CTR's and Currency Exchange logs daily. Follows the Bank's policies and procedures and regulatory requirements. Willingness to work at other branch locations, as needed. Other duties as required JOB QUALIFICATIONS Excellent communication skills Excellent sales and customer service skills Strong Operational & Organizational skills Demonstrated ability to train, coach, and counsel employees Strong computer skills, including Word, Excel, TellerInsight, IBS Insight for Deposit Origination 3 + years of banking experience preferred High School Diploma or associate's degree preferred The hourly rate range for this position is $26.44 - $28.85 per hour About Northern Bank & Trust Company Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit ************ or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/). Powered by JazzHR rVVGkyG9lq

The Operations Specialist - Corporate Actions is involved with many different areas of responsibility in Investment Operations. Primary responsibilities are portfolio reconciliation and corporate actions processing. The Operations Specialist will also be involved with individual or group projects and initiatives as they occur. Responsibilities Provide Operational support for Advisory, private wealth & institutional accounts. Utilize automated reconciliation system for assigned accounts (daily/monthly) to ensure that all accounts are in proof daily and positions monthly or ad-hoc. Identify cash, transaction, and position discrepancies between GW&K and custodian banks via internal systems and external custodian sites. Research and resolve issues timely by interacting with the teams within operations along with the custodians' web tools to maintain data integrity and minimize financial risk. Conduct/review data checks each day to ensure information on GW&K's system is correct and troubleshoot any errors. Assist with training other operations team members and provide coverage when needed. Closely monitor our Corporate Actions Dashboard and other data sources to process actions accurately and in a timely manner. Work with portfolio managers and traders to choose the appropriate corporate action option. Collaborate with traders to add and remove trade restrictions on securities as needed. Process transactions to core accounting systems where necessary as related to client accounts. Contact custodians to ensure proper booking of corporate actions in client accounts. Ensure corporate action events are processed and integrated into clients' accounts, then reconciled against the custodians' records to maintain data quality and reliability. Other responsibilities as determined by the group manager. Qualifications College degree and 1-2 years prior related industry experience. The desire to understand portfolio accounting & process. Familiarity or exposure to domestic & international equities, municipal bonds, corporate bonds, and mortgage-backed securities. Demonstrate a strong interest in deepening understanding of technology-related issues, tasks and responsibilities and actively engaging in technology initiatives and projects. Must be proficient in Microsoft office applications. Excellent attention to detail a must. This role is based in our Boston, MA or Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance. Base Salary Range $60,000-$72,000 USD GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Job Tittle: Operations Specialist Work Schedule: Hybrid - Remote (Monday & Friday), In Office (Tuesday, Wednesday, Thursday) Job Type: Contract Duration: 12 Months Pay Rate: $24 per hour Job Description The Ops Specialist CA Reorg is responsible for handling specialized operational securities processing activities. These include: Scrubbing announcements from market data vendors, company data, and depositories Inputting information into the Corporate Actions platform Identifying complex events and notifying team members Processing class action suits and client instructions Reconciliation of payments, positions, receivables, and payables Daily communication with clients regarding uninstructed positions Ensuring accurate client cash projections Supporting client service and participating in client calls or presentations Escalating and resolving issues in a timely manner Qualifications: BA/BS degree in Business or Finance, or equivalent experience Strong organizational, communication, and technical skills Ability to meet deadlines and perform under pressure Experience in operations or financial services preferred Technical Skills Required Corporate Action knowledge Announcement scrubbing Transaction processing Reconciliation Strong PC skills Verbal and written communication skills Time management Multi-tasking ability Team collaboration

Key Responsibilities Perform various daily and monthly General Ledger and internal account reconciliations as assigned. Review and mail batch letters. Review system generated check hold reports and corresponding documentation in iDentifi. Follow up with branch staff to resolve any errors or issues with form completion. Review all Automatic Transfer Authorizations set up in Insight by branch staff. Review all related documentation in iDentifi. Follow up with branch staff to resolve any issues or errors. Assist with resolving all Contact Management requests assigned to the department to ensure tasks are completed before their assigned due dates. Secondary Responsibilities Cross train to provide backup support for Day-2 Balancing and City of Danbury Tax Payments Cross train to provide backup support for Retirement Plan maintenance and document review. Provide assistance with extensive legal research requests. Cross train to provide backup support for Day-2 Balancing and City of Danbury Tax Payments. Follow all deposit policies and procedures Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with banking regulations Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags Record customer issues or complaints in the Complaint Tracker; track progress and document resolution

Specialist, Business Operations - VKSPH1 We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. HIMCO - Business Operations Specialist Hartford Investment Management Company (HIMCO) is a team of investment professionals entrusted with over $114 billion in assets under management. These assets are managed on behalf of institutions, sub-advised mutual funds and non-affiliated insurance companies. HIMCO is also a wholly owned subsidiary of The Hartford Insurance Group, Inc. and manages assets on behalf of The Hartford's affiliated general accounts. As part of one of the oldest financial services companies in the United States, HIMCO has developed a strong results-oriented culture based on delivering superior investment solutions to our clients. We thrive on our ability to harness the insights and experience we have garnered over several decades to help our clients face the challenges of today's financial markets. While experience is an important contributor to our success in investment management, we also realize the importance of innovation and evolving markets. Accordingly, we have created a structure and culture for our firm that we believe positions our clients to benefit from tomorrow's opportunities and challenges. This position is within HIMCO Business Operations, which is responsible for the comprehensive operational support of HIMCO's Investment Operating Platform including the underlying Investment (IBOR) and Accounting (ABOR) Book of Record. This Business Operations role will be in the Asset Reconciliation and Control team. WHAT ARE THE RESPONSIBILITIES OF THE POSITION? This position works closely with various teams across Business Operations teammates. The responsibilities include: Performing and analyzing basic position reconciliations between internal HIMCO systems and external custodian banks. Assisting with the administration and maintenance of Insurance State Deposits. Administration and maintenance of custodian access requests and quarterly reconciliation of access across custodial banks. Processing of state deposit and vendor invoices. Participate in projects or testing of enhancements as needed. Strive for continuous process improvement to fully utilize system capabilities, implement new tools, and streamline processes. Establishing and maintaining relationships with custodial banks, and other external parties and always representing HIMCO in a professional manner. WHAT ARE WE LOOKING FOR? BS/BA degree in Finance, Business or related field and 1+ years of relevant experience preferred Fundamental understanding of investment products and securities operations Basic understanding of technology, including Excel, with the ability to adapt to new and changing systems Excellent verbal and written communication skills Ability to adapt to changing priorities Demonstrate problem solving and critical thinking skills Effective time management skills Proactive ownership of issues; willing to recommend solutions and take charge to resolve Strong customer service focus to provide excellent support to internal and external clients Ability to work in a team environment and collaborate with colleagues WHAT ELSE CAN YOU TELL ME? As a condition of your employment for HIMCO, you will be required to affirm to HIMCO's Code of Ethics and understand that you will be required to comply with the disclosure of accounts, holdings and pre-clearance of trades for the accounts of you and your household family members as more fully described in the Code of Ethics Key Points. If you will be deemed to be a “Covered Associate” under HIMCO's Pay to Play Policy, you will also need to disclose all political contributions that you have given within the past 2 calendar years. This role will have a Hybrid work arrangement, with the expectation of working in an office (Hartford, CT) 3 days a week (Tuesday through Thursday) and remote on Mondays and Fridays. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $66,521 - $79,679 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

Rockland Trust is currently seeking a Deposit Operations Specialist for our Peabody office. This position focuses on processing Tax Levies, Warrants, Summons, Attachments, Abandoned Property Verification of Deposits, Mass Health Requests, Auto Transfers, Scanning and Indexing, In addition provides operational support to the Deposits Department and the Retail Branch network. This position will be responsible for assisting in the daily operations of all phases of Deposit Operations team including but not limited to many Compliance related tasks. This position requires strong verbal and written communication with both internal and external customers. Primary Duties and Responsibilities: Tax Levies, Warrants and Subpoenas Attachments Completing and certifying Verification of Deposits Mass Health Requests Auto Transfers Abandoned Property for all areas of the bank Reporting Campaign Accounts Bankruptcy Processing State and Federal Tax reporting for Funeral Accounts Process the B notices, C Notices and W8 Ben recertification. Compliance related tasks Additional Responsibilities Include: Complete research requests for all areas of the bank and for customers Strong communication skills both internally and externally Perform GL Entries and balancing Daily balancing of internal accounts Issue Treasurers Checks Calculate billing and process fee for customer research requests. Strong understanding of the tasks for Deposit Operations processing Report customer information incidents Support Branch, CIC, other business units and customers with inquiries related to Deposit Operations Understand and comply with all compliance related regulations related to Deposit Operations Miscellaneous testing and projects Other tasks as requested Job Requirements: Strong analytical skills to evaluate the interconnectivity and accuracy of data. Working knowledge Microsoft Word, Excel, PowerPoint and Outlook. SharePoint. The incumbent must be dependable, highly organized, possess effective communication skills and the ability to work independently. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to establish and maintain effective working relationships Updates job knowledge by participating in educational opportunities May be required to lift and/or move up to 20 pounds Ability to solve practical problems without assistance Education and/or Experience Requirements High school diploma or equivalent required. Branch processing knowledge is a preferred. Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Rockland Trust is currently seeking a Deposit Operations Specialist for our Peabody office. This position focuses on processing Tax Levies, Warrants, Summons, Attachments, Abandoned Property Verification of Deposits, Mass Health Requests, Auto Transfers, Scanning and Indexing, In addition provides operational support to the Deposits Department and the Retail Branch network. This position will be responsible for assisting in the daily operations of all phases of Deposit Operations team including but not limited to many Compliance related tasks. This position requires strong verbal and written communication with both internal and external customers. Primary Duties and Responsibilities: * Tax Levies, Warrants and Subpoenas * Attachments * Completing and certifying Verification of Deposits * Mass Health Requests * Auto Transfers * Abandoned Property for all areas of the bank * Reporting Campaign Accounts * Bankruptcy Processing * State and Federal Tax reporting for Funeral Accounts * Process the B notices, C Notices and W8 Ben recertification. * Compliance related tasks Additional Responsibilities Include: * Complete research requests for all areas of the bank and for customers * Strong communication skills both internally and externally * Perform GL Entries and balancing * Daily balancing of internal accounts * Issue Treasurers Checks * Calculate billing and process fee for customer research requests. * Strong understanding of the tasks for Deposit Operations processing * Report customer information incidents * Support Branch, CIC, other business units and customers with inquiries related to Deposit Operations * Understand and comply with all compliance related regulations related to Deposit Operations * Miscellaneous testing and projects * Other tasks as requested Job Requirements: * Strong analytical skills to evaluate the interconnectivity and accuracy of data. * Working knowledge Microsoft Word, Excel, PowerPoint and Outlook. SharePoint. * The incumbent must be dependable, highly organized, possess effective communication skills and the ability to work independently. * Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. * Ability to establish and maintain effective working relationships * Updates job knowledge by participating in educational opportunities * May be required to lift and/or move up to 20 pounds * Ability to solve practical problems without assistance Education and/or Experience Requirements * High school diploma or equivalent required. * Branch processing knowledge is a preferred. Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Specialist, Claims & Fraud Operations performs routine, analytical review of data and/or documentation which may include customer data and/or review for fraud/risk activities. Will play a crucial role in our operations. Your fraud analyst skills will be use as you manage and respond to fraud risks, ensuring the protection of our customers and minimizing losses for both the clients and the bank. Your responsibilities help monitor financial activities for anything suspicious that might point to fraud. Review data, and various types of transactions to ensure fraud prevention and detection. Time of shift: Monday-Friday 8am-5pm EST * Analyzes current fraud trends and provide input into rules and parameters. * Fraud analysts meticulously review financial transactions, account activity, and other data to identify potential fraudulent behavior. * Demonstrate ability Ito identify fraud and related financial crime risks and take the appropriate steps to mitigate the risks. * Follow and maintains Policy and Procedure Manuals. * Enters fraud cases in the case management system. * Review fraud alerts involving Cards, ACH, Pre-authorized drafts, altered check, forged endorsements, unauthorized third-party transfers, elder fraud, identity theft or other operations fraud issues. * Reports suspicious activity as required by the Bank Secrecy Act. * Research discrepancies, accumulate all necessary information and take appropriate action to stop, and where possible, prevent fraud and identity theft losses. * Understanding various fraud schemes and techniques is crucial for effective detection and prevention. * Ability to identify, analyze, and resolve complex fraud issues. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience 1+ Years Experience in loss prevention, fraud, regulatory compliance, fraud prevention or security area preferably in financial services. * Ability to analyze diverse information and develop strategy recommendations. * Excellent customer service and communication skills, both verbal and written. * Excellent organization skills, Knowledge, and experience with root cause analysis. * Proficient in MS Office Applications, Solid ability to multi-task, Solid analytical, interpretive, and problem-solving skills. * Solid knowledge of department computer applications and systems. * Working knowledge of fraud systems such as Lexus Nexus, Appian, PEP+(desired-not mandatory) * Working knowledge of loss and fraud detection/prevention principals, multiple fraud areas, compliance and regulatory issues related to the department and/or company. * Minimal physical effort such as sitting, standing, and walking. * Accurately identifies resource requirements to solve basic problems. * Communicates clearly and precisely Listens carefully and asks questions to clarify understanding. * understanding of financial services industry and how organizations operate. * Learns about and diligently follows established risk management policies, processes, and procedures. * Always maintains professional behavior in representing the company does all routine work accurately and on-time; is aware of own impact on others. * Responds promptly to customer inquiries. * Takes responsibility for issues and, with assistance, works to find a solution. * Works effectively in team settings It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $40,500.00 USD Maximum: $64,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

The Operations Processor III performs various functions within the Lockbox Department. This is a Full-Time Onsite Position Monday-Friday 9:00AM - 5:30PM Primary Job Responsibilities: Handles advanced responsibilities and specialized functions within the department. Perform 10 key data entry for customer payments in a fast-paced environment while meeting quality and productivity standards. Responsible for data entry of detailed payment information from remittance documents according to customer specifications. Additional Job Responsibilities: Scan high volumes of documents and monitor scanning equipment. Assign, coordinate, and monitor work processing. Open, sort, and balance customer remittances per bank/customer procedures and deadlines. Use an adding machine to balance transactions and label batches. Review and process returns, complete Return Item Notification forms. Prepare manual deposits for payments without documents. Prepare checks for data entry processing. Sort customer payments and transactions per specifications. Review and prepare counterwork for processing. Sort and prepare the mail for processing by P.O. Box for distribution to the mail opening operation. Record daily production and submit Employee Production Report to Manager. Ensure compliance with Federal/State regulations including BSA/AML and bank policies. Assist with other/additional duties, responsibilities, tasks, and/or projects as required to support business needs. Qualifications: Strong manual dexterity, attention to detail, and organizational skills. Basic adding machine proficiency Effective communication and ability to follow directions. Must be able to work in a fast-paced environment. Flexibility to perform various clerical tasks and shift between duties. Ability to meet deadlines independently and collaboratively. Willingness to work a flexible schedule as needed. Physical Demands/Conditions: Regularly required to talk, see, hear, read, write, walk, sit, stand, stoop, kneel, bend, and reach. Use of office equipment: computer, telephone, calculator, fax. Occasionally lift/move up to 25 pounds. Reasonable accommodations may be made for individuals with disabilities.

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank . Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: As a Retail Operations Specialist, you'll play a vital role in ensuring the seamless functioning of our Banking Centers throughout Massachusetts and Connecticut. Reporting to the VP of Retail Administration, you'll serve as a strategic liaison between Retail Administration and frontline teams-delivering expert analysis and support in operations, security, fraud prevention, and compliance. This dynamic role involves regular travel to regional locations, fostering collaboration with banking center associates, and contributing to key administrative and project initiatives. This role is based out of our Executive Office in Holyoke MA with significant travel to our branches. Essential Duties and Responsibilities: Conduct comprehensive banking center reviews to identify operational, security, and compliance issues, delivering real-time coaching and tracking trends to drive performance improvements. Escalates policy violations and performance concerns to leadership for resolution. Analyze operational data from daily interactions and site visits to uncover key insights. Continuously updates Retail and VideoBanker procedures and provides detailed visit summaries to support ongoing training and strategic decision-making. Serve as a trusted operations partner to banking centers, offering expert guidance on core systems, account management, legal documentation, and transaction processing. Ensures consistent application of policies and swift resolution of errors. Monitor cash levels across banking centers, collaborating with teams to maintain optimal balances and recommending adjustments to meet operational standards. Oversee regional compliance with operational, security, and regulatory procedures to ensure successful internal and external audits. Partners with Internal Audit and Retail leadership to address findings and implement preventative strategies. Respond swiftly to fraud incidents, providing immediate support and guidance to mitigate risk and protect customers and the bank. Act as a liaison between banking centers and departments such as Deposit Operations, Electronic Banking, BSA, Risk Oversight, and Facilities - ensuring timely resolution of cross-functional issues. Deliver Approval and Authority Training for all newly hired Retail associates, reinforcing operational standards from day one. Represent Retail Administration in cross-functional project teams and leads operational efforts for new or closing banking centers within the assigned region. Manage user access reviews and annual compliance assessments for FDICIA, GLBA, and Disaster Recovery within the Retail department. Maintain deep expertise in PeoplesBank's core systems, hardware/software platforms, and Retail procedures to support operational excellence. Complete all required compliance training and adhere to federal, state, and bank regulations, policies, and CARE standards. Perform additional duties as assigned to support Retail Administration and banking center success. Education and Experience: Bachelor's degree (B.A.) from a four-year College or University or a minimum of three to five years banking-related experience and/or training; or equivalent combination of education and experience. Certifications Requirement: This position requires National Mortgage Licensing System (NMLS) registration; and ability to obtain said license after a period to be determined by decisionmaker. Must be able to successfully complete the registration process, which includes, but is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS license regulations and rules. This position requires driving for work; and which includes but is not limited to possession of a valid driver's license, undergoing driving record check and maintenance of acceptable driving record. Skills Required: Excellent verbal and written communication skills. Highly organized and detail oriented with strong time management and multitasking skills Self-directed with the ability to demonstrate professionalism, adapt and achieve results while working under the pressures of shifting priorities in a dynamic and agile environment Understanding of banking regulatory matters and procedures for proper operation. Ability to perform various banking procedures and operations. Ability to develop and implement strategies. Excellent analytical and problem-solving skills. Advanced customer service skills. Demonstrated ability to effectively collaborate and interact with all levels of associates Extensive knowledge and required acknowledgement of regulations including but not limited to: Reg CC, Reg DD, Privacy, Security, BSA, Fair Lending, CIP, Reg E. skills. Ability to maintain a high degree of confidentiality and professionalism. Ability to successfully work and travel to bank and branch locations in MA and CT as needed and assigned Computer/Technical Skills: Proficient with Microsoft Office Suite and other banking software programs. Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: As a Retail Operations Specialist, you'll play a vital role in ensuring the seamless functioning of our Banking Centers throughout Massachusetts and Connecticut. Reporting to the VP of Retail Administration, you'll serve as a strategic liaison between Retail Administration and frontline teams-delivering expert analysis and support in operations, security, fraud prevention, and compliance. This dynamic role involves regular travel to regional locations, fostering collaboration with banking center associates, and contributing to key administrative and project initiatives. This role is based out of our Executive Office in Holyoke MA with significant travel to our branches. Essential Duties and Responsibilities: * Conduct comprehensive banking center reviews to identify operational, security, and compliance issues, delivering real-time coaching and tracking trends to drive performance improvements. Escalates policy violations and performance concerns to leadership for resolution. * Analyze operational data from daily interactions and site visits to uncover key insights. Continuously updates Retail and VideoBanker procedures and provides detailed visit summaries to support ongoing training and strategic decision-making. * Serve as a trusted operations partner to banking centers, offering expert guidance on core systems, account management, legal documentation, and transaction processing. Ensures consistent application of policies and swift resolution of errors. * Monitor cash levels across banking centers, collaborating with teams to maintain optimal balances and recommending adjustments to meet operational standards. * Oversee regional compliance with operational, security, and regulatory procedures to ensure successful internal and external audits. Partners with Internal Audit and Retail leadership to address findings and implement preventative strategies. * Respond swiftly to fraud incidents, providing immediate support and guidance to mitigate risk and protect customers and the bank. * Act as a liaison between banking centers and departments such as Deposit Operations, Electronic Banking, BSA, Risk Oversight, and Facilities - ensuring timely resolution of cross-functional issues. * Deliver Approval and Authority Training for all newly hired Retail associates, reinforcing operational standards from day one. * Represent Retail Administration in cross-functional project teams and leads operational efforts for new or closing banking centers within the assigned region. * Manage user access reviews and annual compliance assessments for FDICIA, GLBA, and Disaster Recovery within the Retail department. * Maintain deep expertise in PeoplesBank's core systems, hardware/software platforms, and Retail procedures to support operational excellence. * Complete all required compliance training and adhere to federal, state, and bank regulations, policies, and CARE standards. * Perform additional duties as assigned to support Retail Administration and banking center success. Education and Experience: * Bachelor's degree (B.A.) from a four-year College or University or a minimum of three to five years banking-related experience and/or training; or equivalent combination of education and experience. Certifications Requirement: * This position requires National Mortgage Licensing System (NMLS) registration; and ability to obtain said license after a period to be determined by decisionmaker. Must be able to successfully complete the registration process, which includes, but is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS license regulations and rules. * This position requires driving for work; and which includes but is not limited to possession of a valid driver's license, undergoing driving record check and maintenance of acceptable driving record. Skills Required: * Excellent verbal and written communication skills. * Highly organized and detail oriented with strong time management and multitasking skills * Self-directed with the ability to demonstrate professionalism, adapt and achieve results while working under the pressures of shifting priorities in a dynamic and agile environment * Understanding of banking regulatory matters and procedures for proper operation. * Ability to perform various banking procedures and operations. * Ability to develop and implement strategies. * Excellent analytical and problem-solving skills. * Advanced customer service skills. * Demonstrated ability to effectively collaborate and interact with all levels of associates * Extensive knowledge and required acknowledgement of regulations including but not limited to: Reg CC, Reg DD, Privacy, Security, BSA, Fair Lending, CIP, Reg E. skills. * Ability to maintain a high degree of confidentiality and professionalism. * Ability to successfully work and travel to bank and branch locations in MA and CT as needed and assigned Computer/Technical Skills: * Proficient with Microsoft Office Suite and other banking software programs. Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

New York, New York, United States of America **Hours:** 40 **Pay Details:** $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Enterprise Enabling Functions **Job Description:** **The eGRC Business Analysis Specialist- Laws, Rules, and Regulations** is responsible to ensure that a development team (pod) or multiple development teams (pods) are creating value for the organization through the delivery of customer-focused product increments. This entails aligning with other Business Analysts, Product Owners and Senior Management to follow a product vision, creating and maintaining a prioritized product backlog, managing delivery blockers, continuously assessing customer feedback. The Business Analyst II should always be considering how to maximize value, assessing how the product or the delivery process can be continuously improved, contributes to a positive work environment and ensures that work embodies the Agile principles of transparency, collaboration and engagement. The Business Analysis Specialist provides support and delivery of requirements and work packages on low complexity projects/initiatives in alignment with business strategies. This role may also support team with project/program delivery. **Depth & Scope:** + Leads Requirements Management/work packages for Tier 5 low to moderate risk and regulatory projects or initiatives and may contribute to Tier 3-4 projects + Sound to advanced knowledge of business analysis, project delivery practices and standards across the project life-cycle + Gain/acquire sound understanding of business and user interaction with technology throughout project delivery + Work performed under minimal management guidance and supervision + Identify and lead problem resolution + Supports and may contribute to communication and change management activities **Education & Experience:** + Undergraduate degree + 3+ years related experience **Preferred Qualifications:** The preferred candidate would have extensive experience developing and owning tooling and producing reporting for one or more of the following Global Compliance programs at a large FI or G-SIB: + Experience building logical data models to integrate LRR's into the broader risk management framework for enabling holistic Non-Financial Risk Reporting and Insights.Laws, Rules, Regulations Management / Regulatory Change Management + Experience working with LRR content vendors + Experience establishing a Reg Change Management lifecycle + Policy Management: experience establishing a policy inventory inclusive of workflows to maintain lifecycle management, linkages to LRR's and Controls, clear roles to drive proper governance and accountability + Monitoring and Testing: Experience establishing a monitoring inventory with testing integration. Automated testing methodology + Issue Management: Integrations of enterprise Issue Management into the broader Compliance Management System: Testing, Risk Assessment, LRR's **Customer Accountabilities:** + Leads a diverse range of stakeholders; communicates effectively by adapting style and technique to a diverse audience + Analyzes impacts to customers, stakeholders, employees, process, technology solutions to achieve business results + Understands and clarifies work packages of each assigned initiative/project inclusive of constraints (time, cost, people resources) and maintains a customer-centric approach + Provides recommendations and direction based on the end to end customer experience when making decisions + Leads and owns the project deliverables related to business requirements to meet the needs of the customer, employee, and business + Assesses and ensures that customer and employee experience/stakeholder impacts are appropriately managed + Engages appropriate stakeholders to identify and manage required outcomes of projects for the business + Provides on-going communication to key stakeholders, including the project sponsor, business project owner, project/program/portfolio manager to ensure they are aware of significant changes which impact requirements delivery against the overall project + Responds to inquiries and escalates concerns from stakeholders and partners at all levels in the organization + Identifies and leads problem resolution to ensure customer needs are met + Contributes to the application of change management best practices (e.g. stakeholder analysis, gap analysis, change planning, etc.) + Collaborates with the project manager and business sponsor to identify and ensure required resources are assigned to the project for successful delivery of requirements + Ensures timely notification and escalation of possible issues/problems while assessing options and recommendations for prompt resolution **Shareholder Accountabilities:** + Leads requirements management on project(s) which are based on complexity, size and budget as defined by the project governance levels + Provides leadership/guidance and supports in defining the business need or problem statement based on strategic drivers and identifies potential solutions + Identifies scope changes and completes analysis to determine impact to project benefits and risks + Facilitates and follows a structured approach to plan, elicit, analyze, document, communicate, and manage business requirements with stakeholders by applying a variety of elicitation techniques to probe, challenge and understand requirements according to the requirements management discipline + Identifies, documents and validates current state processes and works with the business and stakeholders to design the desired future state + Establishes and maintains full requirements traceability and works with the business to prioritize requirements and scope changes to ensure business needs are met + Collaborates with technology partners and provides recommendations to support development of: system requirements and design, testing plans, artifacts/deliverables to ensure business needs are met + Ensures project issues and concerns are addressed for clear articulation of business requirements (eg. Business Systems Analyst) + Proactively identifies and tracks requirements risks, issues, assumptions, dependencies, constraints and anticipates and effectively manages risks related to requirements. Aligns decisions to TD's risk appetite + Develops mitigation plans or leads/contributes to the completion of necessary compliance/new process assessment templates + Contributes to Quality Assurance activities by supporting the development of test scripts and testing of developed solutions, including communication of issues and resolution + Adheres to Enterprise project governance controls to ensure projects meet all performance, quality and compliance standards and conforms to appropriate disciplines + Contributes to the development of the project plan and high-level work breakout session (WBS), identifies and manages key risks and decisions + Owns and completes relevant work packages through collaboration with multiple stakeholders to prepare for operational readiness, managing deadlines and adjusting to changing work priorities + Takes ownership and communicates progress on work packages, including requirements management, in a concise and timely manner, escalating issues to project manager, partners and manager where appropriate + Assesses project change requests and their impacts on requirements, checking for alignment to project benefits at all phases + Develops efficient and effective solutions through analytical problem solving + Supports implementation/post implementation activities as defined in the project plan **Employee/Team Accountabilities:** + Contributes to team development of skills and capability through mentorship of junior/peer Business Analysts by sharing knowledge and experiences, leveraging best practices + Continuously enhances knowledge/expertise in business analysis to provide advice and guidance to business partners and project team regarding best practices + Leads, motivates and develops relationships with the business, stakeholders, and technology partners to develop productive working relationships + Engages, enables and leads stakeholders to agreement/consensus on the business requirements + Prioritizes and manages work load and capacity to deliver on project milestone dates + Participates in regular coaching and performance review sessions, employee surveys and action plans + Owns development plan including activities related to training, relationship building and on-the-job experiences that continually enhance individual business analysis capabilities to achieve career goals + Fosters a collaborative team environment by participating in team meetings and reward & recognition programs + Supports, mentors and provides guidance to junior level Business Analysts and peers + Contributes to a positive work environment by embracing diversity in the workplace and supporting and proudly representing TD in the community **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Hours: 40 Pay Details: $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Enterprise Enabling Functions Job Description: The eGRC Business Analysis Specialist- Laws, Rules, and Regulations is responsible to ensure that a development team (pod) or multiple development teams (pods) are creating value for the organization through the delivery of customer-focused product increments. This entails aligning with other Business Analysts, Product Owners and Senior Management to follow a product vision, creating and maintaining a prioritized product backlog, managing delivery blockers, continuously assessing customer feedback. The Business Analyst II should always be considering how to maximize value, assessing how the product or the delivery process can be continuously improved, contributes to a positive work environment and ensures that work embodies the Agile principles of transparency, collaboration and engagement. The Business Analysis Specialist provides support and delivery of requirements and work packages on low complexity projects/initiatives in alignment with business strategies. This role may also support team with project/program delivery. Depth & Scope: * Leads Requirements Management/work packages for Tier 5 low to moderate risk and regulatory projects or initiatives and may contribute to Tier 3-4 projects * Sound to advanced knowledge of business analysis, project delivery practices and standards across the project life-cycle * Gain/acquire sound understanding of business and user interaction with technology throughout project delivery * Work performed under minimal management guidance and supervision * Identify and lead problem resolution * Supports and may contribute to communication and change management activities Education & Experience: * Undergraduate degree * 3+ years related experience Preferred Qualifications: The preferred candidate would have extensive experience developing and owning tooling and producing reporting for one or more of the following Global Compliance programs at a large FI or G-SIB: * Experience building logical data models to integrate LRR's into the broader risk management framework for enabling holistic Non-Financial Risk Reporting and Insights. Laws, Rules, Regulations Management / Regulatory Change Management * Experience working with LRR content vendors * Experience establishing a Reg Change Management lifecycle * Policy Management: experience establishing a policy inventory inclusive of workflows to maintain lifecycle management, linkages to LRR's and Controls, clear roles to drive proper governance and accountability * Monitoring and Testing: Experience establishing a monitoring inventory with testing integration. Automated testing methodology * Issue Management: Integrations of enterprise Issue Management into the broader Compliance Management System: Testing, Risk Assessment, LRR's Customer Accountabilities: * Leads a diverse range of stakeholders; communicates effectively by adapting style and technique to a diverse audience * Analyzes impacts to customers, stakeholders, employees, process, technology solutions to achieve business results * Understands and clarifies work packages of each assigned initiative/project inclusive of constraints (time, cost, people resources) and maintains a customer-centric approach * Provides recommendations and direction based on the end to end customer experience when making decisions * Leads and owns the project deliverables related to business requirements to meet the needs of the customer, employee, and business * Assesses and ensures that customer and employee experience/stakeholder impacts are appropriately managed * Engages appropriate stakeholders to identify and manage required outcomes of projects for the business * Provides on-going communication to key stakeholders, including the project sponsor, business project owner, project/program/portfolio manager to ensure they are aware of significant changes which impact requirements delivery against the overall project * Responds to inquiries and escalates concerns from stakeholders and partners at all levels in the organization * Identifies and leads problem resolution to ensure customer needs are met * Contributes to the application of change management best practices (e.g. stakeholder analysis, gap analysis, change planning, etc.) * Collaborates with the project manager and business sponsor to identify and ensure required resources are assigned to the project for successful delivery of requirements * Ensures timely notification and escalation of possible issues/problems while assessing options and recommendations for prompt resolution Shareholder Accountabilities: * Leads requirements management on project(s) which are based on complexity, size and budget as defined by the project governance levels * Provides leadership/guidance and supports in defining the business need or problem statement based on strategic drivers and identifies potential solutions * Identifies scope changes and completes analysis to determine impact to project benefits and risks * Facilitates and follows a structured approach to plan, elicit, analyze, document, communicate, and manage business requirements with stakeholders by applying a variety of elicitation techniques to probe, challenge and understand requirements according to the requirements management discipline * Identifies, documents and validates current state processes and works with the business and stakeholders to design the desired future state * Establishes and maintains full requirements traceability and works with the business to prioritize requirements and scope changes to ensure business needs are met * Collaborates with technology partners and provides recommendations to support development of: system requirements and design, testing plans, artifacts/deliverables to ensure business needs are met * Ensures project issues and concerns are addressed for clear articulation of business requirements (eg. Business Systems Analyst) * Proactively identifies and tracks requirements risks, issues, assumptions, dependencies, constraints and anticipates and effectively manages risks related to requirements. Aligns decisions to TD's risk appetite * Develops mitigation plans or leads/contributes to the completion of necessary compliance/new process assessment templates * Contributes to Quality Assurance activities by supporting the development of test scripts and testing of developed solutions, including communication of issues and resolution * Adheres to Enterprise project governance controls to ensure projects meet all performance, quality and compliance standards and conforms to appropriate disciplines * Contributes to the development of the project plan and high-level work breakout session (WBS), identifies and manages key risks and decisions * Owns and completes relevant work packages through collaboration with multiple stakeholders to prepare for operational readiness, managing deadlines and adjusting to changing work priorities * Takes ownership and communicates progress on work packages, including requirements management, in a concise and timely manner, escalating issues to project manager, partners and manager where appropriate * Assesses project change requests and their impacts on requirements, checking for alignment to project benefits at all phases * Develops efficient and effective solutions through analytical problem solving * Supports implementation/post implementation activities as defined in the project plan Employee/Team Accountabilities: * Contributes to team development of skills and capability through mentorship of junior/peer Business Analysts by sharing knowledge and experiences, leveraging best practices * Continuously enhances knowledge/expertise in business analysis to provide advice and guidance to business partners and project team regarding best practices * Leads, motivates and develops relationships with the business, stakeholders, and technology partners to develop productive working relationships * Engages, enables and leads stakeholders to agreement/consensus on the business requirements * Prioritizes and manages work load and capacity to deliver on project milestone dates * Participates in regular coaching and performance review sessions, employee surveys and action plans * Owns development plan including activities related to training, relationship building and on-the-job experiences that continually enhance individual business analysis capabilities to achieve career goals * Fosters a collaborative team environment by participating in team meetings and reward & recognition programs * Supports, mentors and provides guidance to junior level Business Analysts and peers * Contributes to a positive work environment by embracing diversity in the workplace and supporting and proudly representing TD in the community Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.