Member Service Representative jobs at Digital Federal Credit Union

Schedule Thursday and Fridays 10:30 - 7:30, Saturdays 8:30 - 3:30 and alternating Wednesday 8:30 - 5:30 What You'll Do Summary/Objective: Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals. * Understand and explain all DCU products and services. Open new memberships, accounts and loans utilizing established guidelines and self-service options and conduct Notary Public services. * Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings. * Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing. * Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files * Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses. * May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments. * Continuously identify and submit efficiency and process improvement ideas * Perform other job-related duties as assigned. What You'll Need * High School diploma or equivalent * 1-3 years related experience * Verbal Communication skills * Technical skills (Word, Excel, Email) * Bilingual skills a plus What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range 21.50 #INDMI #LI-ONSITE

The Role Join our team of Entry Level Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Merrimack site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expect… As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences. Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. Rewards & Recognition: Your achievements will be celebrated as you progress through the program. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role. The Skills You Bring Ability to establish rapport and relationships through effective communication Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.) Proficiency in navigating and troubleshooting basic technology issues or systems. Handle a variety of situations and conversations driving towards a resolution suitable for all Self-motivated teammate with strong social skills who brings energy and passion to the team Minimum 1 year of customer service experience High School diploma or GED required The Value You Deliver A passion for helping people Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making Provide outstanding customer service and communication via voice or digital channels Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed) Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am - Midnight EST Certifications:Category:Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Salary Description $20.50 - $30.75 per hour

Job Title: Branch Member Service Representative I (Part-time) Department: Hudson Branch Department Location: Hudson, MA Reports to: Branch Manager Career Stream: Individual Contributor Classification: On-Site Exemption: Non-Exempt Pay Grade: 6 Pay Grade Range: $19.66 - $24.58 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. Hudson Branch Hours: Monday - Wednesday, Friday: 8:30 AM - 5:00 PM; Thursday: 8:30 AM - 6:00 PM; Occasional Saturday: 8:30 AM - 1:00 PM in neighboring branch locations Candidates should be flexible to work a schedule that aligns with branch operational needs. Position Summary: Are you passionate about helping others and delivering exceptional customer service? As a Branch Member Service Representative I, you'll be at the forefront of our commitment to our members. Your role will involve building lasting relationships, accurately processing financial transactions, educating members on our products and services, and making referrals that help them achieve their financial goals. Key Responsibilities: Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing. Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services. Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals. Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly. Lobby lead to ensure a positive member experience. Qualifications: High School diploma or equivalent required. Minimum of one year of cash handling experience. 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! 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.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Service Credit Union is seeking a Member Service Representative Teller. This role is a great step for anyone interested in a banking career with growth opportunities. Pay: $21.00, flexible based on experience. Benefits Include: Great health and dental benefits starting day one! PTO, long-term disability, and paid holidays. 401k with 8% company contribution after one year of employment. Paid leave policy after 12 consecutive months of employment. Free confidential mental health support program with Talkspace Free identify theft protection through IdentityForce Tuition reimbursement. Training and career growth opportunities. A Day in the Life: Accurately process all transactions maintaining proper security and exercising good judgement. Open and close member accounts. Provide outstanding service, problem resolution and needs-based selling. Create a positive member experience every time through confidence and enthusiasm. Build and retain member relationships through service quality. Perform other job-related duties as assigned. Experience and Qualifications: Cash handling experience desired. Customer service or retail experience preferred. Outstanding customer service skills. Excellent verbal and written communication skills. Good organizational skills with proven ability to multi-task. Ability to recognize and resolve member issues promptly, using courtesy and tact. High school diploma or equivalent required. At Service Credit Union we celebrate our employees' diverse backgrounds, ethnicities, gender identities, spiritual practices, abilities, and all the other traits that make us individuals. We follow the adage of treating others how we want to be treated while striving for understanding. Together, we create a unique credit union capable of serving our members needs with the same respect, empathy, and kindness we give each other. Equal Opportunity Employer

Job Title: Branch Member Service Representative II Department: Chelmsford Branch Department Location: Chelmsford, MA Reports to: Branch Manager II Career Stream: Individual Contributor Classification: On-site Pay Grade: 7NE Pay Grade Range: $21.45-$26.81 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. Location: Chelmsford, MA (On-site) This position will be based out of our Athol Branch and floating to other close-by branches as needed. Chelmsford Branch Hours: Monday - Wednesday: 8:30 AM - 5:00 PM; Thursday: 8:30 AM - 6:00 PM, Friday 8:30 AM - 5:00 PM Saturday: 8:30 AM - 1:00 PM. Candidates should be flexible to work a schedule that aligns with branch operational needs. Position Summary: Are you passionate about helping others and delivering exceptional customer service? As a Branch Member Service Representative II (BMSRII), you'll be at the forefront of our commitment to our members. Your role will involve building lasting relationships, accurately processing financial transactions, educating members on our products and services, and making referrals that help them achieve their financial goals. Key Responsibilities: Open and service all types of WCU deposit and loan accounts. Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing. Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services. Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals. Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly. Lobby lead to ensure a positive member experience. Qualifications: High School diploma or equivalent required. Minimum of one year of branch banking experience. 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.

The Institution for Savings, one of the oldest and most successful community banks in the region, is seeking a full-time Loan Servicing Representative to work with our Commercial and Residential team at the Bank's Newburyport Lending. Duties include but are not limited to: Loan Set Up Payment Processing Tax & Insurance Processing Payoff/Discharge Processing Construction Loan Processing Post-Closing Review Quality Control HELOC Renewals/Extensions Investor Reporting File Maintenance Respond to Customer Calls/Emails Payment Portal Review This position is full-time with fully paid medical, dental and vision insurance, as well as dollar-for-dollar 401(k) match up to 10%; life insurance; disability plan; pension plan after 2 years of service; and generous vacation and paid-time off. The Institution for Savings is an Equal Opportunity Employer. Member FDIC. Member DIF

Full-time Description Role. As a Customer Service Professional, you will be responsible to help grow and maintain our Insurance Agency by actively living out our Customer Obsessed core value. In the insurance agency business, renewals of existing policies are critical to the agency's success. This role will focus primarily on serving existing customers and putting into practice the knowledge and skills necessary to maintain and increase the renewal of that business. Specific responsibilities may include but are not limited to: NexGen Training Phase: Contribute to the success of the Customer Obsessed Service Team through assigned Customer Service Workflow task. Learn about all aspects of the Agency's operations in order to have a solid foundation from which to advance professionally into future roles Prepare for and pass the Massachusetts Property & Casualty Agent exams Customer Service Professional: Serve as the agency's primary customer-facing point person for existing customers Take personal ownership for resolving customer inquiries; Through both behavior and communication, instill confidence that “you've got this”; Using customers' preferred media, respond in a professional, timely manner to all inquiries; Scrupulously maintain customer records and information Contact clients to confirm receipt and /or request return of completed forms; Advise clients on new and/or additional insurance needs while explaining coverage's; Align with radius' core values; and Other duties as assigned Secondary Duties (as required). Administrative, agency systems upkeep tasks Impact Metrics. Renewals: Renewal rate of assigned customer accounts Velocity: Consistently meet/exceed service turnaround times) Requirements - Strong attention to detail with the ability to work with a high degree of accuracy; - Strong critical thinking and problem-solving skills; - Ability to manage multiple projects and assignments in a timely manner; - Excellent organizational and time management skills; - Strong interpersonal skills (oral and written) skills; - Ability to embrace change and work in a face-paced environment Requirements. - Strongly preferred: Acquisition of Massachusetts Personal Lines or Property & Casualty insurance license is required.

SUMMARY/OBJECTIVE: The Residential Loan Servicing Representative performs a variety of activities in conformance with established bank policies, procedures and objectives while providing the highest level of service and responsiveness to customers and co-workers. ESSENTIAL FUNCTIONS: Sets up new residential mortgage, construction mortgage and equity lines of credit into core processing system promptly after closing & funding. Reviews new loans booked by other staff members for accuracy and completeness. Maintains a log of incomplete or missing documents and follows-up with the Attorneys' office and/or branch personnel to clear up the issue. Organizes new loan file for scanning and filing. Performs general ledger reconciliations daily and monthly for assigned accounts. Responds to verbal & written requests for loan payoffs from attorneys and customers. Processes payments and payoffs daily, completes required general ledger tickets under dual control and produces balance sheet at end of day. Receives daily hazard insurance mail and reviews the daily and weekly reports provided by our vendor for ongoing tracking. Maintains report for Residential loans with flood insurance, ensures that coverage is adequate and in force for the life of the loan. Responsible for the timely payments of real estate taxes for both Residential & Commercial loans. Works closely with Tax Service to maintain current data on their system and ours. Assists with reviewing the periodic escrow disclosure notices and handles customer calls on the annual escrow analysis results. Processes re-amortization schedules, as a result of substantial principal curtailments. Works with the vendor to force place hazard or flood insurance when needed. Responsible for the payment of PMI premiums, escrowed hazard & flood insurance premiums to the third-party vendor. Monitors and maintains monthly rate changes for Adjustable Rate Mortgages. Sends notices to borrowers and responds to customer inquiries. Prepares regular and confirmatory mortgage discharges and related correspondence for paid loans to attorneys and/or borrowers. Performs monetary and non-monetary maintenance on covered loans under dual control. Performs any function within scope of authority and expertise to support department goals, as assigned by the manager. Handles a variety of internal and external residential loan servicing calls. Receives incoming wires for loans purchased and prepares a funding sheet for manager's approval. Processes loan transfer transactions on Core Processor, on MERS and on People Soft. Ensures that the Transfer of Servicing letters are mailed to Borrowers. Prepares outgoing wires for Investor remittances, funding of new loans and payment of real estate taxes via CoreLogic. May serve as the Receptionist for the Residential Lending area. JOB QUALIFICATIONS: Familiarity with investor reporting experience is preferred. 1-3 years of experience in Residential Lending preferred. Associates degree or equivalent relevant work experience. Must be detailed, organized and customer service oriented. Should possess intermediate technology skills, including knowledge of Word & Excel, and working with a core processor. Team player with a positive attitude. The hourly rate range for the Residential Loan Servicing Representative is $26.50 - $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/).

Requirements High School diploma or equivalent. One to three years of customer service and sales experience. At least six months experience with cash handling. Excellent interpersonal, communication and organizational skills. Must be skilled in engaging members in conversation to optimize sales opportunities. Must be a great problem solver, proactive in solving member issues and comfortable with technology. Must have a working knowledge of Microsoft Outlook, Word and Excel. Must be able to work a rotating schedule of Monday through Saturday. Bilingual (English/Spanish) preferred, but not required. Employees are expected to exhibit All One Credit Union's core values in all interactions with internal and external members to achieve goals and support a culture of inclusion. All One Credit Union is an Equal Opportunity Employer.

Full-time Description We are looking for a Treasury & Business Services Officer II to join our Retail team in Southern New Hampshire. The Treasury & Business Services (TBS) Officer II is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals. This person will also focus on customer retention efforts by providing a superior level of relationship management and customer service. The TBS Officer II will be expected to prepare sales presentations, explain services offered, and recommend services which would benefit clients. They identify opportunities to cross-sell other products and services. The TBS officer II will continuously keep track of market data and intel, and communicate it regularly with team members, business partners, and management. They will continue their own learning and development within the treasury space and disseminate the information to their team. Requirements Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury and cash management solutions. Call on new and existing commercial and municipal clients to develop and close treasury and cash management sales business. Develop and present treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships. Conduct annual treasury and cash management reviews and risk assessments for top tier commercial and municipal clients. Maintain up to date and thorough knowledge of treasury sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements. Serve as the internal Bank expert treasury management products, services, and trends and delivers internal presentations to team and management Actively participates in sales meetings, joint call planning and prospect development, in partnership with region's commercial lending, wealth management and branch calling officers. Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and cash management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements. Provides an exceptional level of quality service for internal and external customers. Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies Location: This is a hybrid role based out of Keene, New Hampshire. What You Bring Bachelor's degree, or equivalent work experience 10 or more years of sales experience in the commercial banking industry Expert sales and new business development skills Excellent customer service/relations skills History of meeting and exceeding deposit and revenue goals CTP strongly preferred Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and coworkers, and work effectively as a team member. Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect. Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, and negotiations skills. Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner. Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail. Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly. Must maintain confidentiality and privacy Professional appearance; grooming and dress consistent with MB appearance policy If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you! Why Mascoma Bank? Strong culture of belonging with a team that values creativity, new perspectives, and innovation. Community first minded. We care about our employees and the communities we serve. Competitive compensation. Flexible work environment with onsite, remote and hybrid opportunities. Career development and internal career mentorship. Comprehensive health care, dental care, and vision. 401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service. Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off. Tuition Reimbursement. Student Loan Paydown and so much more! Background and Credit Check As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations. Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, considering their relevance to the role and any regulatory requirements. Our Commitment to Belonging! The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves. Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact ***********************. Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V. Salary Description $82,237 - $106,908

We are looking for an experienced professional with a strong background in mortgage or real estate to join our team as a Loan Servicing Representative. This role requires a detail-oriented, proactive individual who thrives in a fast-paced environment and is passionate about delivering exceptional service to both internal and external members. If you're ready to build a career-not just find your next job-this is your opportunity to become part of something bigger. Key Responsibilities Review and evaluate member and investor servicing requests, ensuring compliance with applicable procedures and guidelines Processing more complex servicing requests in relation to real estate secured and commercial loans Manage the department's ticketing system, including responding to inquiries and assigning tasks appropriately Maintain high task quality and ensure adherence to internal procedures Provide guidance, support, and training to fellow loan servicing representatives Meet established deadlines and performance standards for all servicing functions Perform additional duties as assigned to support the servicing department Qualifications High School Diploma or equivalent required Minimum of 4 years' experience in mortgage servicing, with a focus on advanced or specialized tasks Familiarity with Keystone loan servicing systems preferred Knowledge of residential mortgage servicing required; commercial loans, HELOCs, SCRA, and investor loan servicing experience a plus Excellent verbal and written communication skills Demonstrated leadership ability and team collaboration Strong organizational skills with the ability to multitask and work independently Comfortable adapting to change in a dynamic environment Strong analytical and problem-solving capabilities Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.) Work Schedule and Benefits As a Loan Servicing Representative, you will work a 40-hour full-time schedule Monday through Friday. RFCU offers a comprehensive benefits package, including Cigna medical benefits, dental benefits, vision benefits ,a 401(k) plan with company match and profit-sharing potential, flexible health and dependent care plans, and life, AD&D, and LTD insurance. We also provide a generous and flexible tuition reimbursement program, along with a PTO package designed to help employees recharge and enjoy time with family and friends. Are you ready to apply? If this sounds like what you are looking for, then the next step is to apply! You will need to upload your resume and answer a few basic questions. Our Human Resources team will review your application to determine your qualifications for the position. Our interview process consists of an initial telephone interview with Human Resources, followed by an in-person interview with the hiring manager for qualified candidates. At that point if we are the right fit for each other, you will move to the final steps of references, credit and background check. Apply today and join our team! In alignment with our commitment to pay transparency, we're pleased to share that the base hourly range for this position is $22.00 - $27.00, excluding fringe benefits or potential incentives. If you're hired at Rockland Federal Credit Union, your final base pay will be determined based on factors such as skills, education, and experience. We also take pay equity seriously and consider the internal equity of our current team members as part of any final offer. Please note that the range provided reflects the full base pay for this role. We also offer a comprehensive compensation and benefits package designed to support your overall well-being and success. Rockland Federal Credit Union 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, or protected veteran status and will not be discriminated against on the basis of disability.

Job Description We are looking for an experienced professional with a strong background in mortgage or real estate to join our team as a Loan Servicing Representative. This role requires a detail-oriented, proactive individual who thrives in a fast-paced environment and is passionate about delivering exceptional service to both internal and external members. If you're ready to build a career-not just find your next job-this is your opportunity to become part of something bigger. Key Responsibilities Review and evaluate member and investor servicing requests, ensuring compliance with applicable procedures and guidelines Processing more complex servicing requests in relation to real estate secured and commercial loans Manage the department's ticketing system, including responding to inquiries and assigning tasks appropriately Maintain high task quality and ensure adherence to internal procedures Provide guidance, support, and training to fellow loan servicing representatives Meet established deadlines and performance standards for all servicing functions Perform additional duties as assigned to support the servicing department Qualifications High School Diploma or equivalent required Minimum of 4 years' experience in mortgage servicing, with a focus on advanced or specialized tasks Familiarity with Keystone loan servicing systems preferred Knowledge of residential mortgage servicing required; commercial loans, HELOCs, SCRA, and investor loan servicing experience a plus Excellent verbal and written communication skills Demonstrated leadership ability and team collaboration Strong organizational skills with the ability to multitask and work independently Comfortable adapting to change in a dynamic environment Strong analytical and problem-solving capabilities Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.) Work Schedule and Benefits As a Loan Servicing Representative, you will work a 40-hour full-time schedule Monday through Friday. RFCU offers a comprehensive benefits package, including Cigna medical benefits, dental benefits, vision benefits ,a 401(k) plan with company match and profit-sharing potential, flexible health and dependent care plans, and life, AD&D, and LTD insurance. We also provide a generous and flexible tuition reimbursement program, along with a PTO package designed to help employees recharge and enjoy time with family and friends. Are you ready to apply? If this sounds like what you are looking for, then the next step is to apply! You will need to upload your resume and answer a few basic questions. Our Human Resources team will review your application to determine your qualifications for the position. Our interview process consists of an initial telephone interview with Human Resources, followed by an in-person interview with the hiring manager for qualified candidates. At that point if we are the right fit for each other, you will move to the final steps of references, credit and background check. Apply today and join our team! In alignment with our commitment to pay transparency, we're pleased to share that the base hourly range for this position is $22.00 - $27.00, excluding fringe benefits or potential incentives. If you're hired at Rockland Federal Credit Union, your final base pay will be determined based on factors such as skills, education, and experience. We also take pay equity seriously and consider the internal equity of our current team members as part of any final offer. Please note that the range provided reflects the full base pay for this role. We also offer a comprehensive compensation and benefits package designed to support your overall well-being and success. Rockland Federal Credit Union 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, or protected veteran status and will not be discriminated against on the basis of disability. Job Posted by ApplicantPro

Are you a credit union or bank Member/Customer Service Rep or a Head Teller with the energy, experience, and desire to move forward? Do you love to interact with members/customers and solve problems? Do you have solid transactional experience? Do you have consumer lending experience and want to learn more about consumer loans? Less stress? Better schedule? AllCom Credit Union in Worcester has been proudly providing financial services to our members for over 95 years! While a small financial institution, we continue to prosper because of the loyalty of our members, the dedication and energy of our employees, and the excellence of our savings and loan products. We invest in our employees and provide new opportunities wherever possible in a small institution. And we are proud to have several of our senior managers who began their careers with AllCom as tellers! Full-Time Position with the potential for leadership opportunities for the right candidate in the future. There may be flexibility in creating a work schedule for the right person but does include working alternating Saturday mornings and Thursday evenings. The right person is an experienced, hands-on Member/Financial Services Rep who will: Open and close member accounts, CDs, IRAs; and resolve member issues Assist members with loan questions Originate consumer loans and/or close consumer loan applications Handle a Teller drawer and perform transactions for our members when needed Be a stickler for accuracy in transactions and member records Flexible and out-going personality May participate in member site visits to assist with member outreach This person must be flexible, multi-tasking, detail-oriented, and love working with members and with numbers. No two days will be the same! Will wear a lot of hats in a small branch so needs to love all those roles from Teller to Member Service Rep to Loan Rep. Requirements include a minimum of 2 years of experience in a bank or credit union as a Service or Loan Rep and an Associate degree in Business or equivalent experience/education. Sales experience is preferred. We think this is a unique job for a unique candidate whose skills are well-rounded, who understands the complexities of working in a small organization, and whose passion is providing accurate and outstanding service! While we love sales, we start with service. If the above sounds interesting, we would love to hear from you. Pay: $20.00 - $24.00 per hour Benefits: 401(k) 401(k) matching Dental insurance Disability insurance Flexible spending account Health insurance Paid time off

Industry: Financial Services | Wealth Management | Insurance Are you ready to step into a high-paying industry where your growth potential is truly exponential? We're looking for driven, motivated individuals to join our team as Financial Services Representatives. This is more than just a career - it's a vehicle to build the life you want. You'll have the flexibility to go as fast or as steady as you choose, with no income caps and a clear path to leadership and long-term success. Why Join Us? Unlimited earning potential - You control your income based on the effort you put in Incredible culture - Supportive, growth-minded, and fun team environment Flexibility - Create your own schedule and work-life balance Professional growth - Access to world-class training, mentorship, and resources High demand industry - Build a career in financial services, one of the most stable and lucrative industries What You'll Do • Educate and guide clients on financial strategies that protect and grow their wealth • Build lasting relationships by helping individuals and families achieve financial security • Access cutting-edge tools, mentorship, and leadership development programs • Set your own pace with where you want to be What We're Looking For • Ambitious, self-motivated, and coachable individuals • Strong communication and people skills • A desire to build long-term success in financial services • Life & Health Producer License (preferred) OR willingness to obtain one with our guidance Compensation This is a performance-based role with uncapped earning potential. Our top representatives earn six figures and beyond their first year. If you're ready to create a career with exponential growth, financial freedom, and an incredible culture, apply today.

Bedford, Massachusetts;Woburn, Massachusetts; Peabody, Massachusetts; Burlington, Massachusetts; Saugus, Massachusetts; Chelmsford, Massachusetts; Burlington, Massachusetts; Acton, Massachusetts; Reading, Massachusetts **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** : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications** **:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications** **:** Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. _ **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.

Bedford, Massachusetts;Woburn, Massachusetts; Peabody, Massachusetts; Burlington, Massachusetts; Saugus, Massachusetts; Chelmsford, Massachusetts; Burlington, Massachusetts; Acton, Massachusetts; Reading, Massachusetts **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** : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications** **:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications** **:** Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. _ **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.

Bedford, Massachusetts;Woburn, Massachusetts; Peabody, Massachusetts; Burlington, Massachusetts; Saugus, Massachusetts; Chelmsford, Massachusetts; Burlington, Massachusetts; Acton, Massachusetts; Reading, Massachusetts **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** : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications** **:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications** **:** Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. _ **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.