Defiance State Bank jobs in Danbury, CT - 5424 jobs
Relationship Specialist - North Street, Danbury
Union Savings Bank 3.5
Union Savings Bank job in Danbury, CT
The Relationship Specialist is responsible for developing, maintaining and deepening customer relationships. Responsible for accurately and effectively handling both sales and service transactions.
Sales
Promote USB products and services. through the use of branch banking sales and service
processes
Assist Customer understanding their financial goals are met with suggested solutions. Sell customer on the value of these suggested solutions and close on the sale
Maintain a working knowledge of all USB products and services sold in the branch
Keep current on product/services offered from partners and other business lines to assist in cross selling efforts
Support and engage in all branch, market or bank sales initiatives, contests, campaigns and promotions
Exceed all individual and branch goals (sales, service, cross line of business).
Actively source and facilitate Bank at Work opportunities
Proactively reach out to new and existing customers including on-boarding, up selling, setting appointments for financial reviews, etc.
Maximize networking and community service events
Leverage all lead lists, top customer lists, household lists, business lists, etc. and enthusiastically reach out to customers to deepen relationships.
Customer Service
Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand
Put the customer first by promptly acknowledging their presence.
Focus directly on the customer, if working on another project quickly put aside and interact with the customer
Handle transactions accurately and efficiently, respecting customers time
Respond to or refer customer concerns to supervisors as appropriate
If follow up is required, set clear customer expectations and deliver as promised
Maintain the highest levels of confidentiality and privacy of customer information
Project a professional positive outlook and demeanor at all times
Provide coverage for service transactions as needed.
Accountable for successful retention of customers.
Operations / Risk Management
Perform essential duties by accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders.
Balance TCD and/or TCR accurately and effectively when required.
Process wire transfers.
Monitor the account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance.
Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and work address) up to date and status as active.
Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards.
Comply with all requirements of the Fair Lending regulations.
Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations.
This position is located at the North Street Branch - 126 North Street, DanburyCT.
37.50 hours per week
$37k-60k yearly est. 20d ago
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Wealth Management Financial Planning Officer
Union Savings Bank 3.5
Union Savings Bank job in New Milford, CT
Financial Planning:
Maintain a thorough understanding of the client's financial situation and lead clients through the financial planning process by gathering significant and pertinent data as it relates to the client's entire financial life.
Utilize financial planning software, as well as Excel, PowerPoint, and cash flow analysis programs, in order to provide analysis of a clients current and future financial picture.
Develop financial plans for clients and prepare product illustrations and proposals as needed for client meetings. Recommend products and services which support the long-term planning needs and goals of the client.
Maintain a thorough understanding of advanced financial planning strategies and present recommendations to high net worth clients.
Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
Business Development & Client Presentations:
Work with the Future Track Program Manager to foster a goal-based mindset as it relates to wealth management within the Future Track program. Complete new financial plans from referrals from the Future Track initiative and be a Future Track ambassador when working with wealth management clients and prospects.
Perform business development activities as required in conjunction with other team members. Provide materials for client presentations and work closely with the Investment Officers assigned to the accounts.
Assume a leadership role in the business development activities for the Department and optimize opportunities to grow assets under management through the financial planning process.
Demonstrate a proven track record with positive results from attaining new client business. Upgrade account relationships and encourage additions to existing accounts where appropriate. Develop retention strategies for at risk relationships.
Work closely with our Raymond James partners to coordinate leads from internal business partners. Follow-up on leads and work with the wealth team to drive new business.
Continue to expand market penetration of Wealth Management products and services through collaboration with marketing team members. Create awareness of wealth services and establish a strong pipeline of opportunities.
Lead and/or participate in business development through personal contacts in the professional community. Drive engagement by setting up meetings with COI's and utilize other outreach sources to establish client relationships.
Engage in community events as a professional leader.
Trust & Account Administration
Act as the primary advisor for an assigned client base. Responsible for maintaining account relationships, managing all of the administrative and fiduciary functions in each of the accounts assigned pursuant to applicable laws, regulations, policies, procedures and in accordance with trust and account documents for designated relationships.
Advise clients in fiduciary administration, financial, tax and estate planning. Act as the primary liaison with the client's accountant, attorney and other advisors. Create a strong relationship team to ensure a comprehensive wealth management plan.
Provide quality service and communicate with clients; schedule and attend client meetings. Resolve client issues promptly, incorporating appropriate council - legal and /or accounting as necessary.
Review Trust documents and provide a summary of Trust powers and potential items of concern. Work with Trust staff regarding calculation of distributions for Trusts, IRA's, and Not-for-Profit clients. Process discretionary distribution requests for trust relationships and submit to discretionary subcommittee when applicable.
Perform administrative account reviews for all designated accounts on an annual basis. Review client and Bank documentation for compliance, consistency and appropriate execution. Take corrective action and obtain additional documentation as necessary.
Participate as an active member in the Trust Administrative Committee (TAC) and Trust Investment Committee (TIC).
Candidates without the Certified Financial Planner designation will be considered if they are in the process of or planning to obtain their CFP.
$57k-99k yearly est. 60d+ ago
Head of LLM Application Team (USA)
Trexquant Investment LP 4.0
Stamford, CT job
We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading.
Responsibilities
Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals.
Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading.
Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance.
Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies.
Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities.
Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence.
Qualifications
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
2+ years of experience in researching and applying LLM technologies.
Proven leadership experience in managing a team of quantitative members. Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer
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A systematic fund manager is seeking a Legal Operations Manager in Stamford, CT to oversee legal processes and support regulatory compliance. This role involves managing contract lifecycles, optimizing workflows, and coordinating with business teams. Candidates should have 3-10 years of relevant experience, preferably with strong skills in contract management and legal operations. This position offers competitive salary and comprehensive benefits.
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$119k-161k yearly est. 2d ago
Construction & Commissioning Scheduler
Blackrock Resources LLC 4.4
New Albany, OH job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Schedule: Full-time | On-site presence required
Industry: Industrial/Power/Data Center Construction
We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery.
What You'll Do:
Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases.
Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable.
Track progress, analyze variances, and recommend adjustments to keep projects on target.
Generate look-ahead schedules, performance reports, and updates for leadership and client reviews.
Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health.
Align construction and commissioning activities for smooth transitions and seamless project closeouts.
What You Bring:
Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience).
5+ years of experience scheduling large-scale industrial, data center, or power generation projects.
Strong command of Primavera P6.
Proven track record supporting both construction and commissioning phases.
Excellent communication, organizational, and analytical skills.
Ability to work on-site in New Albany, Ohio.
Preferred Experience:
EPC or large-scale construction background.
Knowledge of commissioning processes and turnover documentation.
Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools.
If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
$65k-91k yearly est. 1d ago
Equity Trader Position
T3 Trading Group 3.7
Wilton, CT job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$94k-167k yearly est. Easy Apply 60d+ ago
Legal Operations Manager (USA)
Trexquant Investment 4.0
Stamford, CT job
Trexquant is a growing systematic fund manager with a core team of highly accomplished technologists. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. We are hiring a Contract Manager based in Stamford, CT to manage data and technology procurement contracts. This position will sit in the Company's Legal and Compliance team.
We are seeking a Legal Operations Manager to join our growing legal and compliance functions. This role is ideal for someone who enjoys building scalable, tech-enabled legal processes and managing the operational backbone of a high-performing legal team.
You will implement and maintain contract management systems, automate workflows, ensure compliance and recordkeeping, support regulatory filings, and manage the intake and tracking of legal requests. You will also handle less complex contract negotiations using established form agreements and playbooks.
Responsibilities:
Contract Management & Automation
Administer and optimize Trexquant's contract lifecycle by using contract management tools (e.g., Ironclad, Conga).
Manage legal document execution and storage processes.
Track contract renewals and compliance obligations.
Technology Enabled Process and Workflow Design
Build and maintain Jira or other solution based workflows for legal request intake, approvals, and reporting.
Proactively identify opportunities to automate and streamline legal and compliance processes.
Develop workflow descriptions and provide training to improve operational efficiency across the firm.
Contract Negotiation Support
Review, negotiate, and redline agreements such as NDAs, vendor contracts, and amendments by using form templates and playbooks.
Coordinate with internal business teams and external counterparties to finalize contracts.
Compliance & Recordkeeping
Maintain organized filing systems for regulatory and corporate compliance materials.
Support reporting, audit and policy implementation efforts.
Qualifications:
Bachelor's degree required; JD preferred but not required.
3-10 years of experience in legal operations, contract management or paralegal roles within a technology, financial services or legal department environment.
Strong understanding of contract lifecycle management and technology enabled workflow design.
Proficiency with:
Jira (for workflow management)
Conga or Ironclad (for contract lifecycle management)
DocuSign and Adobe Sign (for e‑signature processes)
Google Workspace (Docs, Sheets, Drive, etc.)
Basic HTML or similar skills (for form and template customization).
Excellent organizational skills, attention to detail and ability to manage multiple priorities in a fast‑paced setting.
A proactive mindset with a passion for improving processes through technology.
Ability to come 4 days per week in office with greater flexibility over time.
Benefits:
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer.
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$83k-135k yearly est. 2d ago
Office Manager & Personal Assistant
Northwestern Mutual 4.5
Chicago, IL job
Northwestern Mutual - Chicago enjoys a rich heritage as a provider of financial planning services. Since 1872, when Northwestern Mutual opened this office in Illinois, our growing firm has worked diligently to help people achieve their goals and dreams for financial growth and security.
We are currently seeking a full time Office Manager to join our Hyde Park NM - Chicago office. The Office Manager is the first impression for guests and is responsible for overseeing the daily operations of the office .
Below is a partial listing of job duties completed by the Office Manager:
Assistant to the Managing Director
Review office communication and relay important information or changes to leadership
Monitor and approve expenses
Cover reception area in the office, greet visitors, answer phones, book conference rooms, setup for meetings
Be the liaison with building management and vendors
Desired Skills:
Excellent oral and written communication skills, organization, time management, strong attention to detail, ability to multi-task, Microsoft applications, ability to maintain confidentiality.
Requirements:
Full-time, in office 5 days a week
1-3 years of customer service, preferred
Familiarity with Microsoft applications
$78k-103k yearly est. 1d ago
Associate, Model Risk
PGIM 4.5
Newark, NJ job
Job Classification: Corporate - Risk Are you a technical, risk-minded individual? Do you enjoy solving financial problems? Enterprise Risk Management's (ERM) mission is to enable intelligent management decisions to help drive exceptional business, customer, and financial outcomes over the long term. The Insurance, Product, Assumption, Model (IPAM) team within ERM enables Enterprise end-to-end management of Insurance, Product, Assumption, and Model Risk.
The Model Risk Management Group (MRMG) within IPAM is responsible for managing model risks across the enterprise. We are seeking to hire two Associates to be members of the MRMG and work with a talented team to perform independent model reviews.
The current EWA for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business.
What you'll do:
* Research relevant regulatory frameworks, underlying products, assumptions and methodologies.
* Review model documentation, evaluate risks and propose review strategies.
* Perform modeling analytics and build independent challenger models and other analytical tools as needed.
* Clearly document review activities in a comprehensive model review report.
* Work closely with others, both inside and outside the MRMG.
Related to model review work, this position would also have exposure to model risk assessments and model issue remediation processes.
What you'll need:
Note: This role is open to candidates with either an Actuarial or Investment/Finance background.
* 0-2 years of working experience in Quantitative Finance or Financial Engineering, or Actuarial Science.
* Strong knowledge of life insurance products, actuarial functions and models.
* B.S in quantitative fields such as Financial Engineering, Mathematical Finance, Applied Mathematics, Actuarial Science, Financial Econometrics, Physics, or other Engineering. A graduate degree is preferred.
* Excellent mathematical and analytical problem-solving skills.
* Strong knowledge of valuation for financial derivatives such as options, IR Swap, Swaption, Futures, and general knowledge of Asset Liability Management (ALM) for insurance products.
* Strong technical skills, with hands-on experience in programming languages such as Python and VBA. Experience with C++, MATLAB, or any database is also preferred.
* Experience in model development, implementation, and/or validation is a plus.
* Strong knowledge of AI/ML algorithms or experience in developing data science models is a plus.
* Experience in the financial services industry (bank, insurance company, hedge fund, etc.).
* Strong communication skills, both written and oral, including the ability to communicate complex issues to non-technical persons.
* Ability to build strong relationships and collaborate with others.
#LI-Hybrid
What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $78,700.00 to $117,300.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$78.7k-117.3k yearly Auto-Apply 60d+ ago
Mortgage Originator
Union Savings Bank 3.5
Union Savings Bank job in Danbury, CT
The Mortgage Originators will participate in the development and implementation of the Bank's external mortgage origination process. In collaboration with mortgage sales team leader, develop strategies which will enable the Bank to remain competitive in the changing marketplace and meet its objectives and goals.
Sales
Develop and coordinate the Bank's mortgage call program in assigned area focusing on referral sources such as realtors, attorneys, and branch staff.
Perform phone duty assignments as required by being available to answer cold call customers' questions and give them guidance.
Interview mortgage applicants, assist customer in completing application and collect documentation to support application information.
Explain different financing, mortgage programs and their requirements including risk based pricing.
Analyze customer's financial posture. Determine if it meets the loan criteria established by the Bank.
Complete application package, submit information to Loan Origination System, and submit file to mortgage processing.
Maintain contact on loan progress with processors and customers to provide assistance in collecting additional data as may be needed.
Follow up post closing with customers to ensure total satisfaction.
Submit monthly reports, as required, to team leader on a timely basis.
Maintain a high profile with and participate in local community groups and organizations, increasing the Bank's visibility within the community.
Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and work address) up to date and status as active.
Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards.
$23k-42k yearly est. 11d ago
Head of Trading Operations Team (USA)
Trexquant Investment LP 4.0
Stamford, CT job
We are seeking an experienced systematic trading professional to lead our trading team and oversee the firm's end-to-end trading operations. This individual will collaborate closely with the operations, execution, and infrastructure teams to ensure that all trading activities are executed smoothly, accurately, and efficiently.
Responsibilities
Oversee the firm's global, multi-asset trading operations-including equities, futures, corporate bonds, and other instruments-to ensure accuracy, efficiency, and reliability.
Collaborate with the execution, operations, and infrastructure teams to continuously enhance trading workflows and operational scalability.
Drive ongoing improvements by initiating and implementing new trading-related projects and managing existing initiatives to optimize performance and minimize friction across systems and processes.
Provide leadership and mentorship to the trading team, fostering a culture of excellence, accountability, and collaboration.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in trading or managing the trading operation.
Proven leadership experience in managing a systematic trading team of quantitative members.
Exceptional quantitative, analytical, and communication skills with the ability to collaborate across functions.
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer
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$85k-173k yearly est. 1d ago
Senior Private Banker & Wealth Advisor - Executive Director
Jpmorgan Chase & Co 4.8
Greenwich, CT job
A leading financial institution in Greenwich, Connecticut is seeking a Private Banker to manage client relationships, advising on investments and wealth planning. The ideal candidate will have over six years of experience in financial services and possess relevant licenses. This role requires a focus on client needs and generating new business, along with collaboration with internal specialists to provide comprehensive financial solutions.
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$173k-261k yearly est. 2d ago
Relationship Banker - Wilmington Market
Bank of America 4.7
Media, PA job
West Chester, Pennsylvania;Media, Pennsylvania; Newtown, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (****************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-36k yearly est. 6d ago
AVP Branch Manager - Marble Dale
Union Savings Bank 3.5
Union Savings Bank job in New Preston, CT
The AVP Branch Manager is responsible for achieving sales goals, while effectively and efficiently managing a full service branch office.
Sales
In conjunction with Management, establish sales goals and objectives for branch. Coach team members to proficiency in all aspects of the USB sales & service process.
Demonstrate a sense of urgency with achieving branch deposit, loan, investment, cross sell goals through individual production and by providing feedback and coaching to the team on sales & service results.
Hold team members accountable for sales, service and operational excellence.
Maintain a working knowledge of all USB products and services sold directly in the branch and consistently educate and reinforce USB products and services with staff.
Keep current on products/services available from other business lines to aid in cross selling efforts.
Model USB sales & service process and promote usage of all USB sales & service tools, job aids and playbooks.
Conduct and manage business development effort within territory along with assigned BBO as directed by Sales Manager.
Develop relationships with area businesses, Realtors and other professionals.
Accompany commercial lenders and other business partners on business development calls. Refer sales opportunities to other departments or Bank affiliates in support of established objectives.
Actively source and facilitate Bank at Work opportunities.
Promote and/or sell SBLI products (maintain license if applicable).
Customer Service
Coach team members to bring to life all aspects of the USB Customer Service Commitment Charter and the USB brand.
Lead by example to create a positive branch environment that is friendly and welcoming. Demonstrate a positive and upbeat attitude for your teams and clients on a daily basis.
Ensure staff's follows USB Quality Service Standards (adhere and ensure that employees follow the "it takes two to say no").
Responsible for the branches achieving positive “customer service shops” (95% or higher) and positive customer service surveys.
Accountable for successful retention of customers.
Handle transactions accurately and efficiently, respecting the customer's time.
Serve as a resource to branch team members resolving customer service issues to ensure satisfactory results.
Elevate to higher management level when appropriate.
Respond to customer complaints/concerns within 2 business days and look to resolve issues promptly.
Set clear expectations for clients and ensure follow-up is taking place.
Maintain the highest levels of confidentiality and privacy of customer information.
Participate in community service groups/activities.
Promote and participate in lobby engagement
Finance Management
Prepare and oversee branch budget reports.
Achieve branch revenue and profitability goals.
Review profit center accounting reports.
Minimize employee overtime.
Risk Management
Maintain the safety and soundness of the branch.
Review branch compliance reports and audit reports; minimize and correct variances and exceptions; (coordinate when necessary with the Training Dept. to provide support and training).
Monitor and manage branch RCI, teller difference activity, over drafts, charge offs and RIM.
Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and work address) up to date and status as active.
Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards.
Comply with all requirements of the Fair Lending regulations.
Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations
Human Resources
Develop and retain high performing team members through leading, coaching and managing all aspects of sales, service.
Provide timely and meaningful coaching feedback.
Motivate personnel and promote workplace enthusiasm by providing a positive work environment; provide opportunities for professional growth through education/training; provide the tools/skills (cross train) necessary for employee growth at USB.
Minimize employee turnover due to job dissatisfaction
Ensure all team members are dressed professionally.
Efficiently manage staffing schedules to ensure a quality customer experience.
Manage HR processes for direct reports (performance/incentive/introductory period reviews, recruitment, career development, training, interviews, disciplinary/corrective actions, etc.).
This position is located at the Marble Dale Branch - 253 New Milford Turnpike, New Preston, CT 06777
A global consulting firm is seeking an experienced Director in Insurance Operations in Chicago, Illinois. The ideal candidate will direct operations, lead business development, and foster client relationships, ensuring the optimization of service delivery and client satisfaction. This role requires at least 15 years of experience in consulting within the insurance industry, a Bachelor's degree, and the ability to mentor and develop team members. A competitive salary and a wide range of benefits are offered, including medical, dental, and 401k.
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$96k-129k yearly est. 3d ago
Head of Systematic Futures Team (USA)
Trexquant Investment 4.0
Stamford, CT job
We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes.
Responsibilities
Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies.
Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes.
Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies.
Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
Requirements
5+ years of experience in researching and trading quantitative futures based strategies.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
Proven leadership experience in managing a team of quantitative researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Applications are open for both Stamford and New York City offices, the latter with a planned opening in October 2026.
The base salary for this role is $130,000 to $200,000, and will be determined based on the candidate's educational background and professional experience. Base salary is one component of Trexquant's total compensation package, which may also include a discretionary, performance-based bonus. This position is classified as overtime-exempt.
Trexquant is an Equal Opportunity Employer
$130k-200k yearly Auto-Apply 60d+ ago
Relationship Banker - Wilmington Market
Bank of America Corporation 4.7
Media, PA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-36k yearly est. 7d ago
Branch Operations Manager - Washington Depot
Union Savings Bank 3.5
Union Savings Bank job in Washington, CT
In conjunction with the Branch Manager, the Branch Operations Manager is responsible for the operations of the branch and achieving sales and service goals. The Branch Operations Manager will assume all Branch Manager responsibilities in the absence of the Branch Manager.
Customer Service
Coach team members to bring to life all aspects of the USB Customer Service Commitment Charter and the USB brand.
Lead by example to create a positive branch environment that is friendly and welcoming. Demonstrate a positive and upbeat attitude for your teams and clients on a daily basis.
Ensure staff's follows USB Quality Service Standards (adhere and ensure that employees follow the "it takes two to say no") guideline.
Responsible for the branch achieving positive customer service surveys.
Accountable for successful retention of customers.
Handle transactions accurately and efficiently, respecting the customer's time.
Serve as a resource to branch team members resolving customer service issues to ensure satisfactory results.
Elevate to higher management level when appropriate.
Respond to customer complaints/concerns within 2 business days and look to resolve issues promptly. Set clear expectations for clients and ensure follow-up is taking place.
Maintain the highest levels of confidentiality and privacy of customer information.
Participate in community service groups/activities.
Promote and participate in lobby engagement.
Maintain branch appearance and facilities making sure the they are well maintained and functioning properly; order maintenance when necessary.
Risk/Operations
Maintain the safety and soundness of the branch by holding team members accountable for operational excellence.
Ensure team & self adhere to all policy and procedures. Correct any audit violations.
Monitor and/or manage branch RCI, overdrafts, charge off's.
Process RIM within authorized limits.
Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and work address) up to date and status as active.
Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards.
Perform essential customer transaction functions with accuracy and in a timely manner.
Comply with all requirements of the Fair Lending regulations.
Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations.
Ensure all account documentation (ex: signature cards, resolutions, POA, Trust Agreements) are scanned to Bank Operations in a timely manner. Follow-up with team members as needed.
Finance Management
In conjunction with the Branch Manager, achieve branch profitability goals. Review profit center accounting reports, develop and implement strategies for improvement in branch revenue and efficiency. Coach Service Reps to address customer fee based concerns by offering appropriate solutions.
Sales
Assist the Branch Manager in tracking, strategizing, and accomplishing sales and service goals.
Coach team members to proficiency in all aspects of the USB sales & service process.
Ensure accountability is taking place by the team members.
Demonstrate a sense of urgency with achieving branch deposit, loan, investment, cross sell goals through individual production. Providing feedback and coaching to the team on sales & service results.
Maintain a working knowledge of all USB products and services sold directly in the branch and consistently educate and reinforce USB products and services with staff.
Keep current on products/services available from other business lines to aid in cross selling efforts.
Model USB sales & service process and promote usage of all USB sales & service tools, job aids and playbooks.
Actively source and facilitate Bank at Work opportunities.
Maximize all in-branch customer interactions to promote the value of banking with USB and expand/deepen customer relationships.
Human Resources
Develop and retain high performing team members (Service Reps) through leading, coaching and managing all aspects of sales & service.
Provide timely and meaningful coaching feedback.
Motivate personnel and promote workplace enthusiasm by providing a positive work environment; provide opportunities for professional growth through education/training; provide the tools/skills (cross train) necessary for employee growth at USB.
Minimize employee turnover due to job dissatisfaction.
Ensure team members are dressed professionally.
Efficiently manage staffing schedules to ensure a quality customer experience.
Manage HR processes for direct reports (performance/incentive/introductory period reviews, recruitment, career development, training, interviews, disciplinary/corrective actions, etc.).
Participate with the interviewing process for new staff members.
This position is located at our Washington Depot Branch - 7 Bryan Plaza, Washington Depot, CT
$54k-73k yearly est. 21h ago
Head of Systematic Futures Team (USA)
Trexquant Investment 4.0
Stamford, CT job
Job Description
We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes.
Responsibilities
Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies.
Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes.
Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies.
Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
Requirements
5+ years of experience in researching and trading quantitative futures based strategies.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
Proven leadership experience in managing a team of quantitative researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Applications are open for both Stamford and New York City offices, the latter with a planned opening in October 2026.
The base salary for this role is $130,000 to $200,000, and will be determined based on the candidate's educational background and professional experience. Base salary is one component of Trexquant's total compensation package, which may also include a discretionary, performance-based bonus. This position is classified as overtime-exempt.
Trexquant is an Equal Opportunity Employer
$130k-200k yearly 26d ago
Relationship Banker - Wilmington Market
Bank of America 4.7
Newtown, PA job
West Chester, Pennsylvania;Media, Pennsylvania; Newtown, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (****************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.