Customer Sales & Service Rep II
East Cambridge Savings Bank job in Cambridge, MA
Job Description
East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative II
Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn.
Function:
Under the direction of the Business Development Sales Manager, perform a variety of service related functions, identify customer needs and respond to those needs in an efficient and pleasing manner with an emphasis on cross sales.
We are looking for a candidate with:
3 years experience in a Retail environment or a bachelor's degree with 1 year experience in a Retail environment.
3years customer service and sales experience in an incentive-based role. Retail banking preferred.
Working knowledge of digital banking products
Demonstrated ability to meet individual sales goals on a Monthly/Annual basis
Demonstrated knowledge of the Bank's products and services
Ability to perform a variety of tasks simultaneously and prioritize activities as required
Excellent interpersonal and verbal communication skills
If applicable, able to register as a licensed Mortgage Loan Originator as required under the S.A.F.E. Act.
Must be available to work until closing and Saturday
Spanish speaking preferred
Essential Job Functions:
Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards, provide information on a variety of banking products/services. Make referrals as needed.
Be knowledgeable and understanding of the customers' needs by conducting a needs analysis and recommend products/services as appropriate. Sell and cross-sell products and services to existing and new customers toward established sales goals. Ensure that mystery shop service standards are achieved.
Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Assist with Banking Center sales promotion strategies.
Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity.
Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance.
Conduct loan interviews, accept loan applications, respond to mortgage inquiries.
Follow up on referrals for personal sales opportunities and from other retail Banking Center employees. Contact customers by letter, telephone and other means to strengthen account relationships.
Responsible for effective handling of telephone calls pertaining to requests for information, problems, questions regarding service, policies, procedures, etc.
Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof.
Maintain compliance with Bank policies and procedures, federal, state and local laws and regulations, including but not limited to the S.A.F.E. Act and its registration, renewal and updating requirements if applicable. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed.
Maintain compliance with Bank policies and procedures. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed.
Assist with promoting East Cambridge Savings Bank products/services to local businesses. Arrange appointments with customers, utilizing branch locations most convenient to them. Inform management of progress toward goals and ask for assistance as needed. Report sales activity to investment planning and retail management on a weekly basis. Maintain proper documentation.
Contact our Human Resources Division or visit ******************** for more details and to apply.
Or submit your resume to:
Email: **************** Fax: ************ Phone: ************
East Cambridge Savings Bank, Attn: Human Resources
344 Cambridge Street Cambridge, MA 02141
East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
Easy ApplyLoan Servicer
East Cambridge Savings Bank job in Cambridge, MA
Job Description
Loan Servicer
Department: Loan Servicing
Grade: 8
East Cambridge Savings Bank's Loan Servicing Department is actively recruiting for a Loan Servicer.
Function:
Under the general supervision of the Loan Servicing Officer, performs a variety of clerical and administrative tasks in connection with the servicing of paid consumer, commercial and mortgage loans.
We are looking for a candidate with:
1 - 3 years banking experience, loan servicing experience a plus
Working knowledge of COCC a plus
Strong customer service, verbal and written communication skills
Ability to manage multiple priorities
Working knowledge of Microsoft Word and Excel
Essential Job Functions:
Responsible for computing, preparing and providing loan payoff figures to attorneys and borrowers. Logs paid loan information into Loan Registers.
Processes transactions, pertaining to payments and general ledgers; resolves payment discrepancies as needed by contacting borrowers by phone or letter in accordance with procedures or as instructed by management.
Establishes and monitors daily automatic payment reports for external ACH reporting and internal PATS reporting. Corrects any returns through system maintenance and contacts borrowers. Reviews daily Unapplied Funds Report and processes transactions as necessary.
Processes loan discharges for paid off loans; researches and processes confirmatory discharges for borrower/attorney. Responsible for the retention of paid loan files.
Records legal documents.
Processes all Loan Servicing returned mail and borrower requests for address and name changes, and other related records changes.
Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards.
Collects and distributes departmental mail on a daily basis.
Assists in all tasks related to the tracking and monitoring of hazard and flood insurance.
Supportive Functions:
Performs related loan servicing tasks and special projects as may be required or assigned.
Contact our Human Resources Division or visit ************************************* for more details and to apply.
Or submit your resume to:
Email: **************** Fax: ************ Phone: ************
East Cambridge Savings Bank, Attn: Human Resources
344 Cambridge Street Cambridge, MA 02141
East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
Easy ApplyEconomist Location: US-MA-Boston Pos. Type: Full Time Responsibilities: In this role, you will serve as an Economist in the Bank's Research Department, responsible for conducting and publishing original policy-oriented research in the areas of macroeconomics, monetary economics, with a specialization in monetary and fiscal policy over the business cycle and economic growth. Advise Bank President and Board of Directors on topics within field of specialization through commentary, analysis and recommendations (including quantitative, statistical, and/or mathematical and empirical analysis) on monetary policy issues and current macroeconomic and economic growth developments. Select research topics and apply professional tools in a manner expected to meet academic peer review standards and to provide an excellent standard of policy support for Bank senior management. Produce working papers for journal publication and write articles for department publications. Keep abreast of theoretical and empirical developments, and of recent national, regional or international economic and growth trends. Present current research at meetings, conferences and workshops held by the Bank and academic, business, and international organizations. Help to organize workshops, seminars, and conferences as requested. Participate in Bank outreach program and deliver talks to general public on Fed policy and/or research topics. Assist in staff recruitment, reviewing curriculum vitae (CVs) and dissertation abstracts, attending national meetings to conduct interviews, reading and commenting on candidate's working papers, and speaking with references. Qualifications:
Must have a Ph.D. degree in Economics. Must have one year of experience in job offered or one year of cumulative experience as a Research Assistant (pre or post degree). Must have research capability in applied monetary economics as demonstrated by at least three research papers (published or working papers) and at least one example of current work in progress. Must have proficiency with quantitative and empirical analysis, as demonstrated by academic course work, papers, or prior experience. Must have two letters of recommendation from dissertation advisors or professors attesting to ability to produce original research that contributes to the economic literature in area of focus. Must be willing to travel up to 25% of the time throughout the U.S. and abroad. Eligible to telecommute 1 day/week anywhere within normal commuting distance of the main office in Boston.
Commercial Banker III
Wakefield, MA job
About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
Currently, we are seeking an ambitious Commercial Banker III who thrives in a team setting, is driven, has integrity, is authentic, and has experience in Commercial Banking. This position is based out of our Wakefield, MA location. The primary responsibilities include the development of new business, management of existing loan portfolio and adherence to credit, compliance and operational policies.
Principal Duties and Responsibilities
* New Business: This position will independently develop new business opportunities through business development efforts; including new client solicitation, active involvement in industry organizations, and expansion of existing client base. This will include the underwriting of loans by analyzing financial information and related reports and the preparation and presentation of credit approval memorandums. In addition, this position will document loans by ordering appraisals and environmental reports, issuing commitment letters, coordinating closings and overseeing the loan booking process. In addition to the development of loan opportunities, the Banker will work to increase deposits from clients, and generate non-interest fee income through the appropriate recommendation of interest risk hedging products, cash management sales, foreign exchange services and referrals to partner organizations.
* Portfolio Management: Responsible for the ongoing maintenance and customer service of the assigned loan portfolio. Monitor the ongoing credit quality of the portfolio and assess the credit quality of each relationship in accordance with policy including the completion of annual credit reviews and periodic renewals throughout the year. This position will be responsible for the accurate entry of information to track/monitor the status of the portfolio.
Job Specifications
* Bachelor's degree or equivalent
* Minimum of 10 years of commercial lending and underwriting/portfolio management experience
* Understand the commercial marketplace within the Bank's target area
* Be well-versed with the Bank's credit policy and guidelines
* Have familiarity with other products and services offered by the Bank, for cross-selling purposes
* Ability to communicate effectively in both an oral and written capacity
* Be willing to assume any other duties as may be required
Branch Manager I - Braintree MA
Braintree Town, MA job
Since 1871, Brookline Bank, a division of Beacon Bank & Trust has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. We have branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances throughout Massachusetts. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. With locations across Greater Boston and the North Shore, we make banking easy and convenient.
What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k.
We are currently looking for a Branch Manager in our Braintree branch in Braintree, MA. This position is responsible for managing all functions of a retail branch. The ideal candidate should be a leader, team player and have at least 3 years of Banking/Management experience. If you have a strong sales background and an in-depth knowledge of bank operations, systems, and compliance then please apply today!
Principal Duties and Responsibilities
Manage, develop and increase branch deposits in accordance with the Bank's strategic plan.
Creates strategies and business opportunities to meet business development objectives and goals.
Build solid relationships with business partners. Together identify and target new business opportunities within the community and conduct outside business calls.
Provides effective, entrepreneurial leadership and successfully coaches, manages and motivates branch colleagues.
Leads by example; promotes a positive attitude and exercises authority. Takes personal initiative and is a positive role model for others to emulate.
Commands a superior knowledge of products and services with a strong sales expertise, resulting in achievement of branch sales goals.
Interview and closes all consumer, equity and small business loans.
Strong coaching skills that produce optimal performance and promote career development and growth with direct reports.
Exceptional knowledge of all Bank and Regulatory operating policies and procedures achieving satisfactory audit results. Implements Bank's policy and procedures; complying with all legal and regulatory requirements.
Job Specifications
Bachelor's Degree, or equivalent experience required.
Minimum of 3-5 years of Banking/Management experience required.
Strong cold calling and outside business development skills requried.
Strong sales, management and team leadership background.
In-depth knowledge of bank operations, systems, and compliance.
Extensive experience working with commercial customers and commercial lenders.
Proficient knowledge of Cash Management products.
Excellent oral and written communication skills.
Excellent customer service and interpersonal skills with a strong customer focus.
Strong computer skills and experience in word processing, spreadsheet and other presentation and reporting functions.
Knowledge of Microsoft Word, Excel and Power Point.
Perform all duties in compliance with BSA/AML regulations.
Auto-ApplyBusiness Analyst
Arlington, MA job
Job Details Corporate 180 - Arlington, MA Full TimeDescription
Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
We are seeking a highly skilled and strategic Business Analyst to bridge the gap between our software development teams and business units. This role is critical in driving the successful delivery of technology solutions that align with business goals. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a deep understanding of both business processes and software development lifecycles.
Responsibilities
Stakeholder Engagement: Collaborate with business units to gather, analyze, and document requirements for new systems, enhancements, and process improvements.
Technical Liaison: Act as a conduit between business stakeholders and software development teams, ensuring clear understanding and alignment on project goals and deliverables.
Requirements Management: Translate business needs into detailed functional and non-functional requirements, user stories, and acceptance criteria.
Process Improvement: Identify inefficiencies in current workflows and propose technology-driven solutions to enhance productivity and user experience.
Project Support: Assist in project planning, prioritization, and sprint planning activities. Support QA and UAT efforts by validating requirements and ensuring solutions meet business expectations.
Data Analysis: Leverage data to support decision-making, identify trends, and provide actionable insights to stakeholders.
Result and KPI Driven: Goal oriented mindset with clear, measurable objectives aligned with the Bank's KPI. Be a leader and owner of the deliverables and outcomes. Data-informed decision making minded.
Documentation: Maintain comprehensive documentation including business cases, process flows, system specifications, and training materials.
Qualifications
Bachelor's degree in Business, Computer Science, Information Systems, or related field
2+ years of experience as a Business Analyst in software development
Strong grasp of Agile, Scrum, and SDLC methodologies
Proficient in JIRA, Confluence, and Microsoft Office
Solid understanding of APIs, databases, and technical concepts
Excellent analytical and communication skills
Experience in regulated industries (e.g., financial services or healthcare) preferred
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify participant.* For more information, click on the links below:
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* E-Verify is a registered trademark of U.S. Department of Homeland Security
Senior DevOps Architect
Arlington, MA job
Job Details Corporate 180 - Arlington, MA Full TimeDescription
Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
We are seeking a Senior DevOps Architect to lead the design, implementation, and optimization of our AWS-based infrastructure. This role is critical to advancing Leader Bank's digital transformation and automation initiatives. You will be a key contributor to building scalable, secure, and resilient systems that support our next stage of growth.
Key Responsibilities
• Infrastructure as Code (30%): Design and manage infrastructure using Terraform to ensure scalability, reliability, and consistency.
• Monitoring & Alerting (15%): Implement proactive monitoring and alerting solutions to maintain system performance and security.
• Integration (15%): Ensure seamless integration between databases, APIs, and applications for efficient data flow.
• CI/CD (15%): Build and maintain CI/CD pipelines for software, firmware, and mobile applications.
• Documentation (15%): Develop and maintain technical documentation, best practices, and knowledge base articles.
• Support & Incident Management (10%): Act as a point of contact for DevOps-related issues, perform root cause analysis, and mitigate incidents.
Qualifications
• Bachelor's degree in Computer Science, Engineering, or equivalent experience.
• 10+ years of experience in cloud infrastructure development with deep expertise in AWS.
• AWS Certified DevOps Engineer - Professional (or equivalent certification).
• Proven experience designing and managing AWS infrastructure at scale.
• Strong knowledge of networking concepts, containerization, and microservices architecture.
• Hands-on experience with CI/CD pipelines and Infrastructure as Code (Terraform).
• Familiarity with Functions as a Service (FaaS) workloads.
• Excellent communication skills and a collaborative mindset.
• Ability to manage multiple projects and deadlines with attention to detail.
• Passion for continuous learning and innovation.
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify participant.* For more information, click on the links below:
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* E-Verify is a registered trademark of U.S. Department of Homeland Security
SOx Analyst
Boston, MA job
About Brookline Bank, a division of Beacon Bank & Trust
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
Principal Objective:
The SOx Analyst supports all entities under Beacon Bank, a $23B Northeast Regional Bank, with its compliance with the Sarbanes-Oxley Act by supporting the design, implementation and monitoring of internal controls over financial reporting. The SOx Analyst will collaborate with both internal stakeholders and external auditors to assess risk, evaluate controls and drive continuous improvement in financial compliance processes.
Principal Duties and Responsibilities:
Assists the SOx Manager in ensuring the Company's SOx documentation is reflective of the current internal control environment for financial reporting.
Support annual walkthroughs and control testing in coordination with internal and external auditors.
Assists in updating process documentation (e.g., narratives, flowcharts, risk/control matrices) throughout the year and the completion of the annual risk assessment.
Tracks and analyzes identified SOx deficiencies.
Works with the business lines for developing controls to new processes or emerging risks.
Support management in quarterly SOx procedures in conjunction with financial reporting.
Provide support for special projects, including risk assessments, control rationalization, and automation initiatives.
Performs targeted reviews over various areas of the bank to identify potential SOx key controls
Job Specifications (Skills, Knowledge and Abilities Required):
Bachelor's degree in accounting, finance or equivalent experience.
2+ years of experience in public accounting, internal audit or a relevant accounting/finance role.
Foundational knowledge of SOx requirements, COSO Framework, and internal control best practices.
Working knowledge of accounting and auditing principles.
Strong communication (verbal and written), interpersonal, analytical, problem solving, data analysis, computer (Microsoft Word, Excel, Visio), time management, and organizational skills.
Familiarity with automated controls and IT General Controls (preferred)
Familiarity with Archer (preferred)
Analytical and conceptual ability to identify issues, balance risks, and recommend course of action.
Ability to multitask and work independently on initiatives.
Behavioral Skills
Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork.
Auto-ApplyInvestment Executive
East Cambridge Savings Bank job in Cambridge, MA
Job Description
East Cambridge Savings Bank's Retail Department is actively recruiting for an Investment Executive
Function:
Under the general direction of the Senior Vice President Retail, sells and provides information to customers in regards to non-deposit investment products in accordance with established Bank policies, procedures, and strategic goals.
We are looking for candidates with:
Bachelor's degree in Finance, Accounting, or related field or equivalent through specialized coursework and training
NASD series 7 and 65 or 66 licenses
Massachusetts Life and Health Insurance licenses
Certified Financial Planner designation preferred
Minimum 3 years investment sales/advisory experience
Proven sales, marketing, and investment advisory skills
Strong interpersonal skills
Primary Responsibilities:
Provides accurate, thorough, and understandable information regarding non-deposit investment products to customers. Analyzes and evaluates client portfolios. Recommends investment products appropriate for customers' stated objectives.
Develops and maintains ongoing investment relationships with customers. Conducts on-going client meetings, including financial plan and investment reviews. Follows up on referrals generated from various sources including other Bank employees, advertisements, and direct mailings.
Initiates investment transactions based on customers' instructions, prepare all necessary documentation ensuring accuracy, timeliness, and compliance with applicable laws, regulations, and industry standards.
Assists customers in resolving any investment transaction discrepancies or concerns regarding the Bank's non-deposit investment sales program. Reports all customer issues to senior management in a timely manner.
Meets established sales goals and objectives. Develops sales strategic plan including both direct sales and referral activities. Leads sales strategy and planning efforts and creates sales and promotional efforts in order to reach performance goals. Strategizes with Senior Vice President of Retail to assess market position and competition opportunities. Monitors plan to ensure completion of goals and objectives.
Actively participates as a Banking Center team member. Works with other members of the team to meet performance goals, develops strategies and promotional efforts for the Center. Maintains a general understanding of all products and services offered in the Banking Center in an effort to effectively present these products and services to customers. Monitors team progress towards attaining goals and objectives.
Oversees function of Financial Services Assistant. Conducts performance evaluation, provides guidance, training and development as needed.
Keeps abreast of laws, regulations, and industry developments applicable to non-deposit investment products through ongoing education and training. Reports on changes and developments having potential impact on the Bank's non-deposit investment program, and recommends appropriate actions.
Keeps abreast of competitive developments applicable to non-deposit investment products within the industry and the Bank's market area, and report on findings. Participates in marketing efforts to enhance the competitiveness of the Bank's non-deposit investment program.
Participates in the development of employee training programs and customer information sessions for non-deposit investment products. As needed, conducts training programs and information sessions, monitor and report on effectiveness. Recommends employee recognition programs for referral efforts.
Develops solid relationships with members of the community by networking through community involvement. Participates in civic activities to promote growth and development in the community, and a positive image for the Bank.
Provides periodic reports on non-deposit investment sales/advisory activity, including customer prospects, sales, referrals, sources of invested funds, and the effectiveness of marketing promotions.
Performs operational audits to ensure compliance with established policies and procedures, and for compliance with laws and regulations in preparation for audits and regulatory exams.
Keeps abreast of Bank policies and procedures, deposit products and services. Maintains knowledge of the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) regulatory requirements. Ensures that management and staff members complete BSA related annual training in a timely manner and that all BSA procedures are followed when applicable. Identifies and reports compliance related issues and suspicious activity.
Other Job Responsibilities:
Performs various special projects related to area of responsibility.
Contact our Human Resources Division or visit ******************** for more details and to apply.
Or submit your resume to:
Email: **************** Fax: ************ Phone: ************
East Cambridge Savings Bank, Attn: Human Resources
344 Cambridge Street Cambridge, MA 02141
East Cambridge Savings Bank is an Equal Opportunity Employer/Disabled/Veterans
Easy ApplySenior System Administrator & Support
Arlington, MA job
Job Details Corporate 180 - Arlington, MA Full TimeDescription
Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
We are seeking a bright, energic, self-motivated, technically minded Senior System Administrator and Support of Information Technology who will serve as the Bank's key technical contact responsible for all IT system infrastructure and day-to-day support. A successful candidate would be someone with 10+ years of hands-on, advanced infrastructure, system administration experience and thinking strategically. Excellent communication aptitude, technically minded, strong work ethic, exception problem-solving skill, and team collaboration mindset is a must.
The Senior System Administrator and Support is a technical member of the Information Technology team. This role is responsible for managing the Bank's technology stacks and participating in various technology projects. Additionally, this individual reports to the Director of Information Technology and work closely with the Vice President of Information Technology on assigned initiatives.
Responsibilities
Assist the Director of Information Technology in supervising daily IT support.
Install, configure, and maintain operating systems (Windows, Linux) and enterprise software.
Monitor system performance and troubleshoot issues to ensure optimal uptime and reliability.
Collaborate with the Director of IT and VP of IT to maintain on-perm/cloud infrastructure.
Administer network infrastructure including routers, switches, firewalls, and VPNs.
Implement and maintain security protocols (firewalls, intrusion detection, access controls).
Manage user accounts, permissions, and authentication systems (e.g., Active Directory, Azure AD).
Develop and maintain backup and recovery procedures.
Test and refine disaster recovery plans to ensure business continuity.
Provide Tier 2/3 support for escalated help desk issues.
Train and onboard new users; set up accounts and access.
Supervise and mentor junior system administrators and support staff.
Create and maintain technical documentation for systems, configurations, and procedures.
Ensure compliance with industry regulations and internal IT standards and controls.
Contribute to IT infrastructure projects and upgrades.
Use monitoring tools to proactively identify and resolve performance bottlenecks.
Analyze system logs and usage trends to recommend improvements.
Develop scripts (e.g., PowerShell, Bash) to automate routine tasks and improve efficiency.
Responsible for the entire technology infrastructure stack and operations.
Hands-on technical support experience.
Provide oversight of the Information Technology operations for ongoing improvements.
Lead and ensure initiatives are completed in a timely manner with efficiency.
Serve as the first Point-of-Contact for any onsite technology emergencies.
Requirements
BS in MIS or related field, or significant equivalent experience
Some weekend and off-hour support will be required
Certification in Azure Cloud or Microsoft Power Automate AI certificate or training
Some heavy lifting of less than 50 pounds may be required
May be required to work outside of typical hours to meet business needs
Some traveling is required
Must have a valid driver ID
Microsoft Azure (Intune, Azure AD, VDI, Compliance, etc.)
Exceptional troubleshooting skills
SharePoint and Microsoft Power Platform experience
Client service first mindsets
Solid understanding of Cyber Security
Power Shell and/or other scripting languages
Technical writing and documentation
Good understanding of technology risk
Excellent and Effective communicator
Stay current with new technologies particularly in AI and automation
Team Leader mindset with ownership attitude
Willingness to take on additional responsibilities when needed
Team orientated and minded
Diligent and observant in decision making
Love to talk about new technology trends with promoter mindset
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify participant.* For more information, click on the links below:
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* E-Verify is a registered trademark of U.S. Department of Homeland Security
Customer Service Associate
East Cambridge Savings Bank job in Cambridge, MA
Job Description
East Cambridge Savings Bank's Retail Division is actively recruiting for Part-Time Customer Service Associates.
Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn.
Function:
Under the general supervision of a Banking Center Supervisor, or Business Development Sales Manager, perform a wide variety of customer initiated transactional services and related accounting/clerical tasks.
We are looking for a candidate with:
Minimum of 1 year cash handling experience. Teller experience or Retail Banking preferred.
Demonstrated sales skills and customer service experience in retail environment
Excellent interpersonal and communication skills
Must be a self-starter with ability to work independently
Ability to take initiative
Must be able to travel to most banking center locations
Must be available to work evenings and every Saturday
Spanish speaking preferred
Essential Job Functions:
Buy/sell teller cash to maintain authorized amounts.
Greet and assist customers in a professional and personally responsive manner in accordance with East Cambridge Savings Bank's Customer Service Standards. Communicate general banking services information, and promote products and services. Direct customers to appropriate retail staff as needed, refer any problem situation to supervisor.
Responsible for making referrals based on predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Sell and cross-sell products and services to new and existing customers. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis.
Accept and process customer transactions through computer terminal.
Cash customers' checks in accordance with Bank policy. Enter check holds and provide customers with appropriate hold notices. Sell money orders, treasurer's and travelers' checks; and redeem U.S. Bonds. Process cash advances.
Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity.
Ensure proper documentation and accuracy of each transaction. Verify posting items, bond redemption forms for completeness and accuracy. Verify all cash transactions, double check incoming and outgoing cash.
Train Clerk/Tellers in entry-level work, customer service standards, procedures and services. Evaluate work performance.
Take computer totals and reconcile individual daily work - which involves: balancing daily work ensuring that all documentation is in order (i.e checks balance) and cash in proof.
Open and close all types of products. Enter holds and provide customers with appropriate notice. Ensure that disclosures are completed and distributed to customer. Process related documents and distribute to appropriate departments on a daily basis.
Contact our Human Resources Division or visit ******************** for more details and to apply.
Or submit your resume to:
Email: **************** Fax: ************ Phone: ************
East Cambridge Savings Bank, Attn: Human Resources
344 Cambridge Street Cambridge, MA 02141
East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
Easy ApplyProduct Manager
Arlington, MA job
Job Details Corporate 180 - Arlington, MA Full TimeDescription
Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
We are seeking a strategic and execution-focused Product Manager to lead the development and optimization of our account opening experiences across all channels (online, mobile, in-branch). This role will be responsible for defining the product strategy, managing the product roadmap, and driving prioritization of features and enhancements that improve customer acquisition, onboarding efficiency, and regulatory compliance.
Responsibilities
Strategy & Vision
Define and communicate a clear product vision for account opening and file maintenance experiences aligned with business goals.
Stay informed on industry trends, customer expectations, and regulatory changes impacting account onboarding.
Roadmap & Prioritization
Own and maintain the product roadmap for account opening flows and platforms across consumer, business, and specialty accounts.
Collaborate with stakeholders to prioritize initiatives based on impact, feasibility, and strategic alignment.
Product Development
Lead requests with our development team and vendors through the product lifecycle from ideation to launch.
Write detailed product requirements, user stories, and acceptance criteria.
Customer Experience & Optimization
Continuously analyze user behavior, conversion metrics, and feedback to identify friction points and opportunities.
Champion a seamless, intuitive, and compliant onboarding experience across digital and physical channels.
Stakeholder Engagement
Partner with marketing, sales, compliance, and operations to ensure alignment and successful product delivery.
Communicate product plans, progress, and outcomes to senior leadership and other stakeholders.
Regulatory & Risk Management
Ensure all account opening flows meet applicable regulatory requirements (e.g., KYC, AML, CIP).
Collaborate with legal and compliance teams to proactively address risk and policy changes.
Qualifications
5+ years of product management experience, preferably in banking or fintech.
Experience with agile methodologies and product management tools.
Excellent communication, analytical, and stakeholder management skills.
Bachelor's degree required; MBA or relevant advanced degree preferred.
Preferred Skills:
Proven track record of managing digital onboarding or account opening products.
Strong understanding of banking regulations related to customer onboarding.
Experience with identity verification, fraud prevention, and digital document capture.
Familiarity with core banking systems, APIs and third-party onboarding platforms.
Data-driven mindset with experience in funnel optimization.
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify participant.* For more information, click on the links below:
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* E-Verify is a registered trademark of U.S. Department of Homeland Security
Business Banker
Malden, MA job
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
Principal Objective
This position is responsible for managing a portfolio of customers within a defined market and develops new business relationships for the bank. This position will work closely with our Retail Branches as well as other internal partners.
Principal Duties and Responsibilities
Identify qualified potential customers.
Initiate business development efforts to establish a banking relationship.
Identify needs and make product recommendations to new and existing customers.
Maintain high level of knowledge of the bank's products and services.
Represent the bank at community functions and organizations to develop additional business.
Maintain thorough knowledge of bank operations, procedures and regulations.
Provide high level of customer service.
Job Specifications (Skills, Knowledge and Abilities Required)
Bachelor' Degree or the equivalent of education and work experience.
Minimum of 5 years business/commercial banking experience.
Proven sales skills with demonstrated success.
Strong oral and written communication skills.
Good organizational skills and the ability to prioritize and follow-up.
Wide range of knowledge of banking and the local market.
Excellent customer services skills.
Strong computer skills and knowledge of Microsoft Office.
Must be able to travel throughout defined market.
Behavioral Skills
Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.
Auto-ApplyFinancial Analyst ~ Boston
Boston, MA job
About Beacon Financial Corporation
Beacon Financial Corporation (NYSE: BBT) is the holding Company for Beacon Bank & Trust, commonly known as Beacon Bank, a full-service regional bank serving the Northeast that was created on September 1, 2025 through the merger of equals between Berkshire Hills Bancorp and Brookline Bancorp. Headquartered in Boston, Massachusetts, the Company has $24 billion in assets and more than 145 branches throughout New England and New York. Beacon Bank offers a full suite of tailored banking solutions including commercial, cash management, asset-based lending, retail, consumer and residential products and services. The Bank operates through its banking divisions - Berkshire Bank, Brookline Bank, BankRI and PCSB Bank. The Company also provides equipment financing through its Eastern Funding subsidiary, SBA lending through its 44 Business Capital division and private wealth services through Clarendon Private. Learn more at BeaconFinancialCorporation.com.
What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. That's why we offer competitive pay and excellent benefits which includes a matching 401k. Beacon Bank and Trust provides a great working environment that offers opportunities for advancement.
We are currently seeking a Financial Analyst to join the team in our Back Bay office. This role will support the Financial Reporting team within the Company's Corporate Finance and Accounting group, this position offers many opportunities related to internal and external SEC and banking regulatory reporting.
Principal Duties and Responsibilities
FP&A is a small team that serves as a financial and analytical hub between the core business units, corporate functions, investor relations and senior management. It covers a wide variety of responsibilities, such as budgeting and forecasting, evaluating capital allocation decisions, designing executive reporting, and analysis of new business opportunities.
The FP&A Analyst supports the budgeting & forecasting processes and procedures utilizing the cloud-based Axiom Budgeting & Forecasting solution. The Analyst will assist in a variety of projects including learning the Axiom Planning & Budgeting system, developing reporting, managing analysis plan files, reviewing monthly performance results, crafting commentary to aid in decision support, and assisting senior management with forecasting growth opportunities and summarizing projected performance.
Key Accountabilities:
Become the subject matter expert for the Axiom Budgeting & Forecasting system
Create and refresh data pulls out of Axiom to facilitate income-accretive, strategic decision-making
Assist VP FP&A in the development and maintenance of the institution's rolling multi-year budget and forecasting files, as well as the institution's financial strategic plan
Assist VP FP&A supporting the Operations/Executive/Administrative areas of the business implementing ongoing monthly and quarterly reporting, inclusive of product originations, profitability, and performance versus targets
Evaluate profitability of proposed initiatives and enhancements to internal processes via quantitative and qualitative analyses
Distill data into a finely crafted story to be presented to business partners and senior leadership on a periodic basis
Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties
Job Specifications
Bachelor's Degree in Accounting or Finance or equivalent experience is required
0-2 years applicable work experience.
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint
Ability to learn cloud-based planning and budgeting systems, specific Axiom (Strata Decision Technology) knowledge is a plus.
Demonstrates a high degree of professionalism, attention to detail, verbal and written communication, leadership potential, and teamwork.
A "problem solver" who can thrive in a rapidly changing environment with limited direct supervision.
Ability to balance changing priorities and deadlines
Auto-ApplySoftware Engineer
Woburn, MA job
Job Description
Northeast Retirement Services (NRS), a subsidiary of Community Financial System, Inc. offers administration and processing solutions for large Financial Services organizations in the area of employee benefit plans and charitable programs, including services for all types of defined contribution, defined benefit plans, endowment programs and charitable trusts. Our clients include Institutional Investors, brokers, advisors and financial services firms requiring flexible, customized platforms for their customers. The NRS business model enables us to create an integrated approach that provides responsive & comprehensive solutions.
NRS leverages technology and its partners' strengths to bring measurable value to our clients. Our teams address strategy, operations, risk and technical issues in formulating end-to-end administrative solutions, tailored to a client's specific situation and processing requirements.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
NRS is looking for a Software Engineer specializing in SQL server development who can analyze client requirements and design, develop and maintain complex databases and work directly with internal business users.
Job Functions
Design, Develop and support SQL Server Databases for complex business processes.
Work very closely with various Business groups to gather client requirements, analyze data and work directly with internal business users.
Develop and Maintain Queries, Stored Procedures and functions to implement business logic.
Develop complex reports using SQL Reporting Services and Active Reports.
Support senior management on data analysis and reporting projects.
Database performance tuning, troubleshooting, and various database administration tasks.
Qualifications
Prior experience with SQL Server Database Development required- 5 Years Experience Preferred.
Significant knowledge of object oriented development principles, multi-tier web application design and relational database principles.
Bachelors Degree Preferred.
Strong analytical, problem solving skills and excellent verbal and written communication skills.
Ability to make decisions, and render advice in a fast-paced environment with tight deadlines and competing priorities.
Ability to work on multiple concurrent projects with flexibility to adapt to any given situation.
Ability to collaborate effectively with colleagues, senior management and 3rd party service providers to further the company's strategic objectives.
Experience in a financial services environment is a strong plus.
Temporary Staff-Cash Management Support Staff
Boston, MA job
NOTE: THIS IS A TEMPORARY POSITION -will begin as part time during training in December and revert to full time in January and run through the end of February 2026.
**May be instances where travel to local branches is needed so valid drivers license is required
Principal Objective:
As a member of the Conversion Team, the incumbent is primarily responsible for performing the daily monitoring of various tasks relating to the conversion of new and merged systems.
Assist CM client users with installation of CMOL Secure (Treasury) Browser and User Registration
Assist CM Bank Teams with Tier 1 and Tier 2 cases
Organized and detail oriented
Strong skills with MS office products
Strong communication skills
IT support skills a plus
Training will be provided if you are dependable, "tech savvy", highly organized and would enjoy interaction with clients. You are patient and have the ability to utilize a script as needed to assist our customers with troubleshooting conversion issues and answering questions.
Auto-ApplyDirector, Information Technology
Arlington, MA job
Job Details Corporate 180 - Arlington, MA Full TimeDescription
Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
We are seeking a bright, energic, self-motivated, technically minded Director of Information Technology who will serve as the Bank's key technical contact responsible for all IT infrastructure and day-to-day system management. A successful candidate would be someone with 10+ years of hands-on, advanced infrastructure, system administration experience and thinking strategically. Excellent communication aptitude, technically minded, strong work ethic, project management experience, effective problem-solving skill, and team collaboration mindset is a must.
The Director of Information Technology is a senior IT leader who supports the Vice President of Information Technology and Chief Technology Officer in implementing new technology initiatives and managing the Bank's core compute, storage, network, and AD infrastructure. This role also assists in IT security and other management functions.
Responsibilities
Develop and execute IT strategies aligned with business goals.
Lead digital transformation initiatives and drive innovation.
Collaborate with VP of IT and Chief Technology Officer to align IT with actionable deliverables.
Oversee the design, implementation, and maintenance of IT infrastructure (networks, servers, cloud platforms).
Evaluate and adopt emerging technologies to enhance operational efficiency and productivity.
Manage hardware and software deployments.
Collaborate with the Information Security team to improve the overall security controls.
Conduct risk assessments and implement mitigation strategies.
Ensure compliance with industry regulations and data protection laws.
Oversee disaster recovery and business continuity planning.
Assist the VP of IT in supervising daily IT operations and service delivery.
Promotion and enhance internal IT service level agreement.
Monitor system performance and troubleshoot issues.
Implement and improve IT service management (ITSM) processes.
Maintain current systems and identify opportunities for upgrades.
Recruit, train, and mentor IT staff.
Foster a culture of innovation, collaboration, and continuous improvement.
Conduct performance evaluations and assist VP of IT on team development.
Optimize IT spending and resource allocation.
Liaise with other departments to understand and support their technology needs.
Ensure IT integration across business functions (HR, retail, lending, finance, operations).
Communicate IT strategies and initiatives across all levels of the organization.
Lead IT projects from conception to completion.
Ensure projects are delivered on time, within budget, and meet business requirements.
Establish KPIs and metrics to measure IT performance and impact.
Requirements
BS in MIS or related field, or significant equivalent experience
10+ years of closely related work experience
Certifications in Networking, Information Security, and Management
Some traveling is required
Must have a valid driver ID
Windows Active Directory & Group Policy Management
Microsoft Azure Infrastructure & AWS Cloud Infrastructure
Understanding and/or working experience in InfoSec software
Maintain current IT operations and serve as the contact for helpdesk support
Responsible for continuous improvement of the IT functions
Provide budget and resource planning and forecasting. Reduce unnecessary overhead
Lead technology project; follow standard project management framework
Assist with helpdesk and other IT functions team if necessary
Some heavy lifting of less than 50 pounds may be required
May be required to work outside of typical hours to meet business needs
Excellent and Effective communicator
Stay current with new technologies
Team Leader mindset with to-do attitude
Willingness to take on additional responsibilities
Team orientated and minded
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify participant.* For more information, click on the links below:
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* E-Verify is a registered trademark of U.S. Department of Homeland Security
Commercial Credit Analyst
Arlington, MA job
Job Details Corporate 180 - Arlington, MA Full TimeDescription
Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
The Commercial Credit Analyst is responsible for evaluating the creditworthiness of commercial and industrial (C&I) and commercial real estate (CRE) borrowers. This includes analyzing financial statements, preparing credit approval memoranda, and supporting the credit decision process in alignment with Leader Bank's policies and procedures.
Responsibilities
Analyze financial statements, tax returns, cash flows and projections of commercial borrowers.
Prepare detailed Credit Approval Memoranda assessing repayment ability, collateral adequacy, creditworthiness, and loan structure with recommendation of approval.
Conduct industry and market analysis to assess borrower risk.
Collaborate with lending officers to gather borrower information and occasionally attend joint client calls.
Ensure compliance with financial covenants and reporting requirements.
Review appraisals, environmental reports, and commitment letters for consistency with approval terms.
Maintain documentation and compliance with internal credit policies and regulatory standards.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field
1-5 years of experience in commercial credit, loan underwriting, or financial analysis.
Proficiency in financial modeling and tools like MS Office software.
Excellent analytical thinking and attention to detail.
Effective written and verbal communication skills.
Ability to work independently and collaboratively across departments.
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify participant.* For more information, click on the links below:
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* E-Verify is a registered trademark of U.S. Department of Homeland Security
Universal Banker - Lexington
Lexington, MA job
About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker to join the team in our Lexington branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
NOTE Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation.
Principal Duties and Responsibilities
* Process financial transactions including deposits, withdrawals, check cashing and loan payments
* Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
* Proactively develops new customer relationships and expands relationship with existing customer
* Research and resolve all customer problems and inquires
* Interview consumer loan applicants. Submit and close consumer and equity loans
* Educates customers on all products and services and alternate delivery channels
* Cross sell products and services
* Engage in outside business development activities including cold calling and community involvement
* Contribute to the overall branch goals in sales and service
Job Specifications
* High School diploma or GED required
* Previous teller experience and cash handling experience
* Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
* Good oral and written communication skills
* Detail oriented and good organization skills
* Good working knowledge of all bank operating procedures, practice and policies
* Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
* Ability to analyze situations and solve complex issues
Residential Loan Officer
East Cambridge Savings Bank job in Woburn, MA
Job Description
East Cambridge Savings Bank's Lending Division is actively recruiting for Residential Loan Officers
Function:
Under the general direction of the Secondary Market Lending Sales Manager, solicits and develops new sources of business and loan opportunities and originates residential loan products in accordance with established Bank policies and procedures.
We are looking for candidates with:
Proven loan origination sales experience at local bank or mortgage lender
2 or more years of mortgage origination experience preferred
Familiarity with Middlesex County preferred
Knowledge and understanding of secondary market underwriting guidelines
Well developed interpersonal, communication and customer service skills
Ability to travel freely and work without direct supervision
Able to register as a licensed Mortgage Loan Originator as required under the S.A.F.E. Act
Essential Job Functions:
Responsible for selling and originating high quality mortgage loans to meet established production goals. Develops relationships with attorneys, local housing agencies, developers and real estate brokers to generate new mortgage business.
Solicits customers generated through various channels, including but not limited to external contacts, First Time Home Buyer seminars, telephone or electronic e-mail leads, the Bank's website, etc. Analyzes each applicant's data, working with the borrower to prepare a complete application. Initiates processing and conducts preliminary underwriting. Determines and recommends appropriate loan products to meet the needs of the customer. Approves consumer loans up to established limits.
Manages the customer experience. Serves as the liaison between all parties i.e. Brokers, borrowers, and the Bank during the application process for mortgage loans. Prior to closings, acts as liaison with attorneys to ensure documentation is accurate and consistent. Responds to customer questions and inquiries.
Establishes and maintains effective working relationships with Banking Center personnel, providing guidance as needed. Maintains a general understanding of all products and services offered to effectively present these products and services to customers.
Represents the Bank by participating in various networking, community and industry related activities which includes but is not limited to speaking at Mortgage Seminars, representing the Bank at Mortgage Trade Fairs, acting as a Mortgage Consultant at banking centers, etc. Promotes Bank services and products to potential customers when possible.
Keeps abreast of residential and consumer loan products and the applicable State and Federal regulations and compliance issues. Complies fully with all federal, state and local laws and regulations, policies and procedures, including but not limited to the S.A.F.E. Act and its registration, renewal and updating standards.
Analyzes each applicant's loan and deposit relationship with the Bank, reviewing how various Bank products may address an applicant's banking needs and ensuring that any appropriate cross sale opportunities have been undertaken.
Assists with special assignments/projects, and in the development of new products and services to remain competitive.
Contact our Human Resources Division or visit ******************** for more details and to apply.
Or submit your resume to:
Email: **************** Fax: ************ Phone: ************
East Cambridge Savings Bank, Attn: Human Resources
344 Cambridge Street Cambridge, MA 02141
East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled
Easy Apply