Lane Construction is one of America's leading construction companies, specializing in large, complex civil infrastructure. For 135 years, it has contributed to the development of the country's transportation systems including the Interstate Highway System and a vast network of roads, bridges, airports, metros, and railways. Lane specializes in mobility, tunneling, and water resources to address sustainable development and climate change adaptation challenges.
Responsibilities
Corporate Finance Analyst:
Compiles components of the Company's monthly projections and analyzes forecast data provided by operations or corporate departments for reasonableness.
Reviews and analyzes corporate overhead costs in comparison to budget.
Assists with various tasks involving cash flow models and developing/tracking company metrics.
Assists with various construction contract accounting tasks.
Assists with ad-hoc projects and presentations for management and others.
Project Finance Analyst:
Supports project management team in interpreting financial data and project financial health on a monthly and/or weekly basis.
Ensures timely and accurate reporting of financial information for project(s) to Corporate Finance which includes reporting actual data and look-ahead forecasts.
Works with various functions at the project site, including operations, cost control, and administration to ensure transactions are processed timely and accurately.
Reviews the account entries for subcontractor costs and payments.
Monitors project cash flow and authorizes vendor payments.
Ensures systems and processes at the project level are in line with Company standard procedures.
Shared Responsibilities:
Supports bi-annual budget/forecast process for project(s) by preparing compiling income statement, balance sheet, and cash flow information, and analyzing data provided for reasonableness.
Prepare monthly internal reports for various levels of management
Performs other duties as assigned.
Requirements
Bachelor's Degree
2 years of experience in accounting/finance or equivalent
Lane Construction offers a comprehensive benefits package with an excellent opportunity to grow and be part of one of the most respected names in the construction industry. Lane is an Equal Opportunity Employer.
$65k-90k yearly est. 3d ago
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Relationship Banker - Meriden / Wallingford Area
Bank of America 4.7
Finance associate job in Meriden, CT
Meriden, Connecticut;Wallingford, Connecticut
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (********************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$36k-46k yearly est. 4d ago
Float Personal Banker
Windsor Federal Bank 4.0
Finance associate job in Windsor, CT
The Float Personal Banker serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers at multiple branch locations. This position “floats” between various branches, as needed, supporting branch teams by covering absences, peak hours or staffing shortages. The Float Personal Banker performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer within the entire Windsor Federal Bank footprint. The Float Personal Banker is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank's products and services.
ESSENTIAL FUNCTIONS:
Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis.
Travels to assigned branches within a designated region to provide support.
Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and reconciles discrepancies.
Identifies customer needs and recommends appropriate financial products such as checking, savings, certificate of deposits, credit cards, and loans. Uncovers opportunities to cross-sell additional banking services as presented.
Builds and deepens relationships with customers to foster loyalty and retention.
Performs account opening, maintenance, and closures. Ensures compliance with all banking regulations, policies, and security standards.
Supports branch operations, including handling escalations or assisting with administrative tasks.
Guides customers in using digital banking tools and platforms.
Supports the Bank and branch community efforts and initiatives. Ability to work a flexible schedule including weekends as needed.
Performs other related duties as required.
REQUIRED EDUCATION / EXPERIENCE / SKILLS:
High school diploma or equivalent, with one (1) to two (2) years of banking with sales or customer service and cash handling experience preferred, or some comparable combination of education and experience.
Proficient oral and written communication skills, both in person and on the phone. Strong interpersonal skills. Must be a team player.
Sales and relationship-building abilities. Strong customer service and communication skills.
Reliable transportation and willingness to travel between Branches.
Proficient computer and math skills. Ability to operate personal computer, calculator, teller terminal. Familiar with Word, Excel, Outlook software.
Attention to detail, excellent organizational skills, adept in technology.
Excellent problem solver with decision making ability.
Ability to work flexible hours, including weekends as necessary.
Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards.
Ability to influence people in their opinions, attitudes, or judgments about ideas or things; to motivate, convince or negotiate. Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing or counseling setting.
Exhibits a professional appearance and demeanor. Is enthusiastic, a motived self-starter with a strong work ethic.
Participates in skill and knowledge building training programs offered by the Bank and/or other outside resources.
Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration for this position, send resume to: *********************************
Windsor Federal Bank, 270 Broad Street Windsor, CT 06095
An Equal Opportunity Employer
$29k-39k yearly est. 4d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance associate job in Hartford, CT
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$95k-168k yearly est. Easy Apply 60d+ ago
Danbury Future Opportunities
Stew Leonards 4.3
Finance associate job in Danbury, CT
Thank you for expressing an interest in Stew Leonard's, one of FORTUNE magazine's ‘100 Best Companies to Work for! While we may not currently have an opening that you are interested in, we are always accepting applications. As job opportunities become available, we will review your application. All applications are kept on file for one year.
Why you'll love working here!
Family Oriented: We respect the personal balance between work and family with career opportunity and growth- over 80% of our managers have been promoted from within.
Environment: Have you seen the Avocado Girls? Chiquita Banana? Or the singing Parrot?
Covid-19: Staying safe and clean, we are taking all precautions in the store to keep our team members and customers safe. (Providing daily masks and gloves to all team members, plexi glass at service counters, weekly communications, and much more!)
Pay Day: We're thrilled to offer our employees Dayforce Wallet - a new way to get paid. Say bye-bye to pay day and hello to pay your way. Get your pay as soon as you earn it, at no cost to you - It's your money, why should you have to wait? Request your pay as you earn it.
Apply today and start as soon as 1 week!
For more information on working at Stew Leonard's click on the link below!
******************************************
We take pride in the power of diversity, inclusion, and being socially responsible to the communities which we live and do business
$94k-157k yearly est. 13d ago
HF Independent Trader
Quanta Search
Finance associate job in Westport, CT
About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's.
Job Description:
We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following:
● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb
● Fully automated and proven algorithmic / quantitative trading strategies
● Minimum Sharpe of 3.0+
● Provide prior 2+ years of historical performance
● Ability to be self sufficient and work from anywhere (location agnostic)
$79k-130k yearly est. 60d+ ago
Sr. Financial Accounting Analyst
The Walt Disney Company (Corporate 4.6
Finance associate job in Bristol, CT
About the Role & Team:
At Disney, we are storytellers. We make the impossible possible. We do this through utilizing and developing cutting-edge technology and pushing the envelope to bring stories to life through our movies, products, interactive games, parks and resorts, and media networks. Now is your chance to join our talented team that delivers unparalleled creative content to audiences around the world.
The Disney Entertainment segment of The Walt Disney Company is responsible for developing, producing, and distributing our outstanding content and oversees the operations of the Company's entertainment streaming services (including Disney+ and Hulu) and entertainment broadcast and cable television networks. Disney Entertainment brings together the Company's outstanding creative, product, technology, and commercialization teams into one global organization, with the goal of growing the footprint of Disney's world-class content and beloved brands and delivering highly personalized entertainment experiences to diverse consumers around the world.
Disney Direct-to-Consumer (DTC) is a line of business within the Disney Entertainment segment that includes all consumer-facing digital video subscription services across the company (Disney+, Hulu and Disney+ Hotstar). Our core mission is to deliver global audiences the freedom to access content on their terms across any connected device, time or location. Disney Entertainment's DTC Controllership is seeking a Senior Financial Accounting Analyst to join the DTC Subscription Revenue team. This team is responsible for managing the global subscription revenue and reporting processes for Disney+. This position will report to the Manager, Financial Accounting.
What You Will Do:
Perform all duties necessary for an effective and timely monthly/quarterly close related to international DTC third party wholesale subscription revenue and music license fees, including the preparation of journal entries, account reconciliations, and thorough explanation of monthly P&L to forecast and Balance Sheet variances
Analyze and understand subscription revenue related complexities in various regions including taxes, currency conversion, local accounting deliverables and product offerings
Analyze third party wholesale and music license contract information to determine appropriate application of accounting policies and gather transaction data to prepare wholesale revenue accruals/billing and music license fee accruals/payments
Ensure accounting procedures performed are in line with existing SOX controls
Support other audits, including the annual audit of DTC Subscription Revenue by PwC, internal audit, 3rd party contractual audits and local statutory audits
Proactively identify, recommend and implement improvements in existing models and processes, including opportunities to automate processes where possible
Effectively communicate with business partners and internal team to better anticipate challenges
Understand and execute standard operating procedures (SOPs)
Provide support, lead, and assist with ad hoc requests/special projects for team objectives
Required Qualifications & Skills:
At least 3 years of relevant experience
Ability to prioritize workload and escalate conflicting priorities
Understanding of accounting fundamentals (e.g., debit/credits, financial statements)
Complete moderately complex to complex tasks and projects requiring independent initiative
Possess strong quantitative and analytical skills
Adaptability and flexibility for changing needs and audiences
Ability to understand, interpret, and articulate the impact of internal and external factors as they apply to the business/industry/direct processes
Ability to understand, assess, and prioritize risk across components of the control environment
Intermediate Excel knowledge with ability to analyze large sets of data using pivot and lookup tables
Preferred Qualifications:
Proficient in Spanish or Portuguese
Education:
Bachelor's degree in Accounting, or related field, or more than 5 years relevant experience.
#CORP_MEDIA
#twdcmedia
The hiring range for this position in Burbank, CA and Bristol, CT is $104,800 to $128,000 per year and in NYC, NY is $109,800 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
$109.8k-134.2k yearly 1d ago
Finance/Corporate Trust Associate (Attorney)
Oak Ridge Legal Search LLC
Finance associate job in Hartford, CT
Job Description
We are working with a full-service, multi-office law firm seeking a Finance/Corporate Trust Associate with at least four years of experience to join their Hartford, CT; Stamford, CT; or New Haven, CT office.
The ideal candidate has at least four years of experience in a law firm setting, working with major banks and other financial institutions, representing them as trustees, administrative agents, escrow agents and collateral or security agents in a wide variety of corporate debt, project finance, municipal bond, secured and structured financing transactions and defaults. Candidates with finance or securities/capital markets experience are ideal. The ability to work with complex transactional documents and prioritize work in a deadline-intensive environment is required, as are top academic credentials and excellent written and interpersonal skills. CT Bar admission, or the ability to become admitted in CT after hire is required.
Graduation from law school and practice experience is required.
The firm offers a competitive base salary commensurate with experience, in addition to a bonus program, comprehensive benefits package, and a hybrid work schedule. They are committed to providing employees with a supportive, stimulating, respectful, and collaborative working environment while seeking to foster professional and personal growth and development.
To be considered, please provide a resume, and law school transcript. Deal sheet and a cover letter are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission.
Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws
.
If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.
$53k-94k yearly est. 27d ago
Finance Supervisor
Creative Financial Staffing 4.6
Finance associate job in Hartford, CT
Our Client, a non profit, is looking for a Finance Supervisor! Why work here:
This company has been in business for over 60 years. Stable & growing!
They have successfully served over 44,000 individuals throughout CT
Passionate team of industry experts who are collaborative in nature
The organization's policies allow for a very manageable work and life balance
This is a 35 hour work week
Growth Opportunity- Supervise a team of 5 people!
Responsibilities of Finance Supervisor:
Support budgeting, forecasting, and variance analysis to ensure effective financial planning
Prepare and analyze monthly financial statements in accordance with GAAP
Monitor grant spending and restricted funds
Assist with audit preparation, including gathering backup, reconciling accounts
Preferred Requirements:
Previous supervisory experience
Pivot table or VLOOKUP experience
Hands on and ready to step into a supervisor role
Team oriented
Click here to apply online
#INJAN2026
$75k-101k yearly est. 1d ago
Private Client Banker - Glastonbury, CT
JPMC
Finance associate job in Glastonbury, CT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$44k-98k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Riverhead, NY
Jpmorganchase 4.8
Finance associate job in Riverhead, NY
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$84k-201k yearly est. Auto-Apply 4d ago
Banker 2
Ion Bank 3.7
Finance associate job in South Windsor, CT
Job Type:
Hourly, Full-Time
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.
As a Banker 2 you are responsible for:
Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers.
Responsibilities:
Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy.
Possess excellent working knowledge of all bank products and services, consumer, and business.
Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs.
Promote, cross-sell, and upsell bank products and services that meet customers' needs.
Identify and refer customers or prospects to non-bank product associates as appropriate.
Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers.
Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate.
Required to register with the Nationwide Mortgage Licensing System and Registry
(NMLS) and maintain a unique identifying number with appropriate training.
Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing.
Adjust to various branch traffic flows while maintaining efficiency and accuracy of work.
Accurately balance self and branch office daily; order money; compile currency transaction reports.
Process customer transactions accurately and courteously.
Ensure that all work performed is complete and accurate.
Assist in resolving problems with branch equipment, balancing, and operational issues.
Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch.
Education and Qualifications:
High school diploma preferred.
One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience.
Benefits:
Health Insurance (Medical, Dental Vision)
401k and Employer Match
Life Insurance
Disability
HSA
FSA
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
______________________________________________________________________________________________________________________________________________________________________________________
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
__________________________________________________________________________________________________________________________________________________________________________________________________________
$52k-93k yearly est. 20d ago
Banker II
Centreville Bank 4.1
Finance associate job in Plainfield, CT
Requirements
Qualifications:
High School Diploma or equivalent.
2 years of cash handling experience, sales and service experience preferred.
Ability to project the vision and image of Centreville Bank.
Strong knowledge of current banking environment procedures and regulations.
Strong knowledge of bank products, services, policies, and procedures.
Basic knowledge of Microsoft Word and Excel.
Ability to multitask.
Commensurate with experience.
Centreville Bank offers a competitive salary and benefits package that includes medical and dental coverage, life insurance, disability insurance, 401(k) plan, paid time off and holidays.
Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.
$67k-116k yearly est. 7d ago
Business Banker
Bankwell 4.0
Finance associate job in New Canaan, CT
Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients. We're passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We're dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at *******************
Summary of Position:
The Business Banker plays a critical role in growing the bank's business banking portfolio by acquiring full-service operating relationships with small and mid-sized businesses. This includes a strong focus on Deposit acquisition, Lending, Treasury Management solutions, and delivering value through a consultative, relationship-first approach.
As a key market-facing representative of the bank, the Business Banker will also support a defined group of branches within an assigned territory-partnering with Branch Managers and branch teams to deepen existing relationships, identify new business opportunities, and serve as a sales coach and subject matter expert for business banking solutions with branch colleagues.
Primary Responsibilities:
Client Acquisition & Relationship Management (60%)
Develop and grow a portfolio of business banking clients with a focus on core operating Deposits, Loans, and Treasury Solutions.
Identify and acquire new-to-bank relationships through Centers of Influence (COIs), networking, prospecting, and community involvement.
Meet individual sales goals and contribute to the branch's sales goals within the assigned territory.
Assess business financial statements and tax returns to evaluate creditworthiness and structure lending solutions that meet the bank's lending criteria.
Refer clients to internal partners (e.g., Commercial Lending, SBA, Merchant Services) as appropriate to provide full-service banking solutions.
Active, daily use of CRM system to track all pipeline management and sales activities.
Branch Partnership & Coaching (40%)
Serve as the Business Banking resource for a group of branches within an assigned geography.
Partner with Branch Managers to identify cross-sell opportunities and develop contact strategies and sales tactics.
Support Branch Managers in joint calling efforts with Business Banking prospects to acquire new-to-bank operating relationships.
Partner with Branch Managers on Lending referrals >$250k. Source own Lending.
Provide periodic coaching to branch staff on how to uncover business needs and present Deposit, Credit, and Treasury solutions.
Requirements
Qualifications & Skills
Minimum 5 years of experience in business banking sales or relationship management, preferably with a community or regional bank.
Working knowledge of small business credit underwriting, including the ability to analyze financial statements and tax returns.
Proven track record in acquiring and growing business banking relationships, with success in deposits, lending, and Treasury Management.
Established network of Centers of Influence (e.g., accountants, attorneys, local business associations) to generate referral opportunities.
Strong influencing, coaching, and collaboration skills across departments and levels of the organization.
Self-starter with excellent time management, organization, and communication skills.
Proficient in CRM systems and digital banking tools.
Preferred Qualifications
Bachelor's degree in business, finance, or a related field.
Working knowledge of small business credit underwriting, including the ability to analyze financial statements and tax returns and familiarity with SBA lending.
Experience in territory management and branch-level partnership development.
This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties.
Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process.
All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee's failure to comply with banking regulations will be individually reviewed and assessed. The result of non-compliance may impact job performance ratings and may be serious enough to require termination of employment.
Salary Description $130,000 -$150,000
$130k-150k yearly 14d ago
Financial Representative
NYC 4.4
Finance associate job in Norwalk, CT
Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.
Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.
Job Description
As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits
Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele.
Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential
Qualifications
Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others
Additional Information
Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the
life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE
magazine has surveyed industry executives and analysts 38 times to identify the companies that are
among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that
distinction.
Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling
Power Magazine and recognizes as the best company to sell for in the financial services industry.
Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a
Career”.
Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry).
Ranking organizations that excel at training and leadership development, Training magazine ranked
Northwestern Mutual among its “Training Top 125”.
Ranked among the Top 10 independent broker-dealers as measured by total revenues by the
leading investment industry publications: Investment News; Financial Advisor magazine; Financial
Planning magazine; Investment Advisor magazine.
All your information will be kept confidential according to EEO guidelines.
$34k-73k yearly est. 60d+ ago
In Service Finance Intern
Donaldson Inc. 4.1
Finance associate job in Longmeadow, MA
Donaldson is committed to solving the world's most complex filtration challenges. Together, we make cool things. As an established technology and innovation leader, we are continuously evolving to meet the filtration needs of our changing world. Join a culture of collaboration and innovation that matters and a chance to learn, effect change, and make meaningful contributions at work and in communities.
Accounts Payable Duties: Intern
* Invoice processing on webcentre
* Credit note processing on webcentre
* Debit note processing on webcentre
* Preparation of monthly supplier reconciliations
* Liaise with suppliers for statements and invoices and attend to invoice queries
* Liaise internally with planning & procurement to assist with query resolution
* Query resolution
* Filing administrative documents
* Opex analysis for various business verticals
* Provide feedback during monthly finance meetings
Cost Accounting Duties: Intern
* Cost Movement Analysis • Earned Hours Report
* Missing Item Inventory/Cost Categories
* Cost Estimate Request/Validation
* Costed BOM Request/Validation
* Cost Request
* SWO Calculation
* Manufacturing OPEX Analysis
* Spend Report Request
* Stock Reconciliation
* Query Investigation/Resolution
* Audit Preparation
Accounts Receivable Duties: Intern
* Obtain Trade Reference calls for all new credit facilities
* Give trade references for all our current debtors
* Credit Limit increase approval process
* Request Credit notes and Invoices from Europe
* Reprint and issue updated statements to customers
* Reprint and issue month end statement to customers - SEND
* Reprint invoice or credit note in Oracle
* Request pods from Warehouse and issue to clients
* Manage Cash with order Accounts
* Processing customers Receipts
* Request monthly interest invoices and fixed asset invoices.
* Unapplied & unresolved cash
* Exxaro fatality bonus
* Placing all overdue accounts on hold
* ADPD audit information supply
* APDP PROCESS
* Credit vetting of new accounts
* Exxaro proforma process
* Follow up with customers on overdue accounts and resolving queries
Employment opportunities for positions in the United States may require use of information which is subject to the export control regulations of the United States. Hiring decisions for such positions are required by law to be made in compliance with these regulations. Applicants for employment opportunities in other countries must be able to meet the comparable export control requirements of that country and of the United States.
Donaldson Company has been made aware that there are several recruiting scams that are targeting job seekers. These scams have attempted to solicit money for job applications and/or collect confidential information, Donaldson will never solicit money during the application or recruiting process. Donaldson only accepts online applications through our Careers | Donaldson Company, Inc. website and any communication from a Donaldson recruiter would be sent using a donaldson.com email address. If you have any questions about the legitimacy of an employment opportunity, please reach out to ******************************* to verify that the communication is from Donaldson.
Our policy is to provide equal employment opportunities to all qualified persons without regard to race, gender, color, disability, national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or expression, or other status protected by law.
$41k-52k yearly est. Auto-Apply 4d ago
Financial Analyst
Best Friends Pet Care 4.1
Finance associate job in Norwalk, CT
This role will report to the Director of Finance and will contribute to the analysis of financial data for Best Friends Pet Care. This position will research and analyze financial information to help the company monitor financial performance and make well-informed decisions. The Financial Analyst will possess strong analytical skills and a deep understanding of financial concepts to support financial planning and analysis activities.
Essential Job Functions:
The incumbent must be able to perform all of the following duties and responsibilities with or without a reasonable accommodation:
Prepare and analyze budgets, forecasts, and variance reports to support management decision-making.
Develop financial models, conduct benchmarking and process analysis.
Track and determine financial status through analysis of actual results in comparison with forecasts.
Assemble and summarize data to create reports on financial status and risks.
Conduct business studies on past, future and comparative performance and develop forecast models.
Utilize systems and tools for data extraction and analysis.
Perform ad-hoc financial analysis as required.
Identify opportunities for process improvements and contribute to their implementation.
Qualifications
Qualifications:
Proficiency with financial and mathematical concepts.
Strong strategic planning abilities and demonstrated financial acumen.
Ability to create data visualizations for reporting purposes.
Ability to adhere to highest standards of confidentiality and discretion in all proprietary business, financial and employee matters.
Able to adapt to an evolving and high-performance work environment.
Critical thinking and problem-solving skills.
A sense of ownership and pride in your performance and its impact on the company's success.
Requirements:
Bachelor's Degree in Finance, Economics, Business Administration or relevant field.
Minimum of 2 years of Finance experience, in the services/hospitality field preferred.
Strong communication skills to effectively convey complex finance information.
Attention to detail and high level of accuracy in completing assignments.
Advanced computer skills including MS Office (Word, Excel, Outlook, PowerPoint), Power BI and SQL.
Experience with accounting and finance ERP systems.
Note: Current responsibilities are impacted by company and team priorities that may have evolved from what is displayed in the job description. The description provides general job duties and requirements, but the employee's manager may assign additional responsibilities or tasks depending on business needs.
We are an Employee-owned and operated company that is expanding, which provides many growth opportunities within the company. We currently have over 75 locations in more than 25 states coast-to-coast and have been in business for 30 years.
Best Friends Pet Care, inc. 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, disability, age, protected veteran status, or any other protected classification.
$71k-110k yearly est. 16d ago
Local to Rocky Hill, CT_Finance Analyst(Jr. Role)
360 It Professionals 3.6
Finance associate job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Rocky Hill CT.
Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses.
Qualifications
A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus.
Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus
Additional Information
Local candidates are acceptable for this position.
$68k-102k yearly est. 1h ago
Financial Analyst
Mindlance 4.6
Finance associate job in New Haven, CT
Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at *************************
Job Description
Experience 10+ years of successfully managing and delivering on FP&A ( financial planning and analysis ) and reporting systems
initiatives 5+ years of SAP experience
Experience leading the design, build, and implementation of master data (MDM) solutions
Experience with FP&A planning tools such as Anaplan or Tagetik
Experience leading the design, build, and implementation of reporting solutions using SAP tool sets
Additional Information
Thanks & Regards
Praveen K. Paila
************
$65k-87k yearly est. 60d+ ago
Personal Financial Representative
American Eagle Financial Credit Union Incorporated 4.5
Finance associate job in East Hartford, CT
The Opportunity
Ready to make a lasting difference in people's lives? As a Personal Financial Representative, you'll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions. By taking the time to understand each member's unique goals and circumstances, you'll provide personalized support that makes a meaningful difference, helping our members feel confident, informed, and valued every step of the way.
Location - Enfield
Hours - Part Time-Flexibility Required (Monday 8:15-4:15pm, Thur 8:15-12:15pm, Fri8:15-4:15pm, and every Saturday 8:15-12:15pm)
You Are
People Focused
You build trust through empathy, active listening, and clear communication. You enjoy helping others and are committed to delivering a positive experience in every interaction
Solutions Oriented
You approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members' goals
Purpose Driven
You find meaning in making a difference and thrive in a mission focused environment where your work supports financial freedom and long-term impact
Accountable & Adaptable
You take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace
We Are
A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.
Key Responsibilities
Grow Membership and Deepen Relationships:
Expertly onboard new members and seamlessly handle Visa, consumer loan, and home equity loan applications
Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members
Member Service:
Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members
Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction
Educate members about Credit Union products and services, helping them make informed decisions and optimize their financial well-being
Community:
Represent the Credit Union at sponsored community events to promote positive engagement
Participate in volunteer activities within the local community to support and enhance the Credit Union's presence
Support and participate in business development activities such as bank at work, lunch and learns, and financial literacy events
Education and/or Experience
While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals.
Opportunities for Growth
At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together.
AEFCU is an Equal Opportunity Employer Veterans/Disabled
How much does a finance associate earn in Meriden, CT?
The average finance associate in Meriden, CT earns between $41,000 and $123,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.