Proprietary Equity Trader Position
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 ***************************
Easy ApplyFinancial Analyst
Finance associate job in Enfield, CT
Please note - Sponsorship or transfer of sponsorship, including OPT/F1 Visas, is not available for this role. About us: For over three decades, Cirtec Medical has been a leading provider of manufacturing solutions for complex Class II and III medical devices. We specialize in providing comprehensive services from design and development to manufacturing and finished device assembly. Our expertise spans active implants and neuromodulation, interventional cardiology, structural heart, minimally invasive surgical systems, smart orthopedics, and precision components.
Our dedicated teams prioritize growth, innovation, and collaboration. We actively seek opportunities for improvement to enhance our support for clients. If you embrace a growth mindset and thrive on challenge, you may be a perfect fit for our team!
Position Summary:
The Financial Analyst will be a strategic thought and business partner. The successful candidate will be a hands-on, participative manager. The Financial Analyst will participate in the development of a long-term operations strategy for the manufacturing plant and will drive execution of the key elements. He/she will create, monitor, and drive the achievement of financial operational metrics across all functional areas. The Financial Analyst is a critical participant in all significant decisions within the functional area, facilitating strong analysis and problem solving, as required. The Financial Analyst is expected to drive execution of key business initiatives and outcomes. It is expected that the Financial Analyst will drive process improvements through a variety of projects and initiatives that will result in superior financial performance.
Key Responsibilities:
* Develop robust processes and reporting with clarity around operational activity in the month that drove the financial results.
* Own and drive the redevelopment of the standard cost process including leading the effort on labor rates, routings, and material cost through the annual standard cost roll.
* Works well with Finance peers at other sites to share best practices and help drive change, process improvements, and nimbleness.
* Enhance and/or develop reporting metrics and tools for the daily, weekly, monthly, and quarterly reporting of plant performance. Drive delivery of the financial commitments made by the Operations team.
* Ensure delivery of savings targets related to the companys key capital investments.
* Ensure that new capital investments and sourcing decisions are supported with sound financial analyses.
* Develop tools that can be leveraged going forward for future projects.
Must Have:
* Minimum of a Bachelors degree in Accounting, Finance, or similar
* A seasoned financial and manufacturing operations professional with at least 7 years of related business experience and a progressive career path in an industrial manufacturing environment, preferably in contract manufacturing and machining / molding operations
* Strong experience driving key metrics, reporting, and anticipating key issues based on forecasts, manufacturing capacity, and partnering with the Operations leadership (Plant Manager) to mitigate risk.
* Honed analytical and problem-solving skills. A strong propensity to action and problem solving through sound judgement, proactivity, and efficient organization.
* Ability to communicate analyses and performance metrics in a clear, simple and compelling manner. Strong influencer with a demonstrated successful track record for highlighting areas of opportunity and partnering with the General Manager on measurable action plans.
* Well-developed cost/managerial accounting skills, including standard cost and project cost accounting. Ability to overhaul existing standard cost system.
* Strong sensitivity to the voice of the customer, both internal and external.
* Understand how to apply Operational Excellence and Lean tools to manage a business more effectively.
* Possess strong communication skills and a personable, engaging management style.
* Have provided documented business and organizational change leadership and, ideally, have been successful doing so in more than one company.
* Strong understanding of BOMs, Routing and variances and how they interact with the ERP system. Along with the ability to communicate issues and how they should be fixed.
Anticipated salary range: $80,000-$120,000/year depending on qualifications and experience.
Cirtec Medical Corporation considers everyone for employment and hires qualified candidates without regard to age, race, religion, color, sex, sexual orientation, gender identity, national origin, ancestry, protected veteran or disability status or any factor prohibited by law. Cirtec Medical Corporation and all its related companies fully endorse equal opportunity. Cirtec Medical provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in the job application process.
We work to create a culture that is built on innovation, respect, transparency and communication, and hope you take pride in being a member of our team. It is Cirtecs goal to create an enjoyable work environment and to keep the company a great place to work. We offer a wide range of benefits, resources, and competitive compensation plans designed to support you at every stage of your career and life. Our benefits include training and career development, healthcare and well-being programs including medical, dental, vision, wellness and occupational health programs, Paid Time Off and 401(k) retirement savings with a company match.
Private Client Banker - Greater Worcester Area, MA
Finance associate job in Worcester, MA
JobID: 210685067 JobSchedule: Full time JobShift: Base Pay/Salary: Worcester,MA $22.50-$30.29 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: **************************************************************************
Auto-ApplyPayroll Finance Specialist
Finance associate job in Northampton, MA
Are you passionate about precision, numbers, and helping clients succeed? We're looking for a phenomenal Financial Data Specialist to join our Finance Team at Checkwriters! In this role, you'll be the heartbeat of our financial operations - ensuring accuracy, compliance, and efficiency across our clients' financial records and processes. You'll work closely with our customer service and client teams to deliver top-notch service with integrity and attention to detail.
Checkwriters is a payroll and HR services company focused on elevating every step of the customer experience. From customer interactions with our team to our genuinely useful software that's designed to fit customer needs - we don't just provide an excellent product. We have a team of experts who care about the details, and work continuously to ensure that the customer experience is the best of any payroll and HR provider.
On a typical day you will:
* Re-process direct deposit account information, in conjunction with customer service representative(s) and client(s).
* Post journal entry adjustments, via ACH, directly to customers.
* Accurately process stop payments with Bank, on behalf of clients.
* Maintain and post GL entries.
* Establish compliant and accurate financial procedures, and set up reporting between Checkwriters, our clients, and outside sources.
* PayCard Administration; including data entry, client compliance, and client contact.
* Accurately administer Flexible Spending Accounts, including but not limited to enrollments, terminations, customer inquiries, card replacements, claims processing, and annual enrollee statements.
* Ensure timely completion of 401k reporting, via controlling and maintaining the applicable spreadsheet.
* Client file processing and external reporting of client detail.
* Client mailings and communications, and special projects, as assigned.
* Scanning, filing, organizing, as needed.
* Compliance with all security and confidentiality policies and procedures.
What you'll need:
* College degree in related field, preferred.
* A minimum of 1-3 years of experience in accounting, processing payroll, Human Resources, and/or benefits administration.
* Basic computer knowledge and skills, effective organizational skills, strong attention to detail, and a team-oriented approach.
* Skill in building positive and professional relationships with clients and external partners.
* Efficient and effective written and verbal communication skills.
* Ability to thrive in a fast-paced, service-oriented, client-focused position.
* Ability to multi-task and complete projects/tasks in a structured time frame.
* Outstanding work ethic and a positive attitude.
* A strict adherence to, and understanding of, confidentiality and ethical conduct.
Private Client Banker - East Hartford, CT
Finance associate job in East Hartford, 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: **************************************************************************
Auto-ApplyFinance Intern, FP&A
Finance associate job in Bloomfield, CT
Country:
United States of America
Otis Elevator Company is searching for highly motivated candidates interested in starting a career in Finance! This position will be based at Otis Service Center (OSC) in Bloomfield, CT.
Internships at Otis are rewarding and challenging, providing you with the opportunity to learn, grow, and develop through meaningful projects that drive our business. Our comprehensive internship program will allow you to gain hands-on experience and broaden your skills. You'll be immersed in the Otis culture where we collaborate to best serve our customers; and where we empower and inspire each other through support, autonomy and trust.
These are full-time, paid summer internships, typically ranging from 10-12 weeks, starting in May/June 2026. Throughout your internship, we provide continuous training and performance feedback to ensure you develop the necessary skills to succeed.
The OSC FP&A, Finance Operations Intern will have the opportunity to develop greater knowledge of the financial and operational drivers that impact our Manufacturing Service facility's performance and learn about how the business fits into the broader North America and global operation. You will work closely not only with members of the Finance team but also colleagues within Operations and Supply Chain.
Essential Responsibilities
• Work on deliverables ranging from financial planning and analysis and monthly reports on key performance indicators
• In-bound / Out-bound Freight analysis
• Help track and analyze direct and indirect manufacturing costs (e.g., labor, overhead and materials)
• Identify opportunities to streamline reporting processes and ensure data accuracy
• Managing ad-hoc requests from senior finance leadership
Education / Certifications
• Currently pursuing an undergraduate degree in Finance, Accounting, Economics, or other financial concentrations
Basic Qualifications
• Ability to work in a highly team-oriented and dynamic environment
• Self-motivated and able to manage several simultaneous projects and responsibilities
• Strong analytical and communication skills
• Proficiency in Microsoft Office - primarily Excel and PowerPoint
Salary Range:
The hourly range for this role is $21-22/hr. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs.
Apply today to join us and build what's next!
If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day.
Otis is the world's leading elevator and escalator manufacturing, installation, and service company. We move 2 billion people every day and maintain approximately 2.2 million customer units worldwide, the industry's largest Service portfolio.
You may recognize our products in some of the world's most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 69,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company.
When you join Otis, you become part of an innovative global industry leader with a resilient business model. You'll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you'll gain working alongside the best and brightest, keep us connected and on the cutting edge.
We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs.
Today, our focus more than ever is on people. As a global, people-powered company, we put people - passengers, customers, and colleagues - at the center of everything we do. We are guided by our values that we call our Three Absolutes - prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here.
Become a part of the Otis team and help us #Buildwhatsnext!
Otis 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 or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at ****************.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Auto-ApplyBanker
Finance associate job in Waterbury, 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 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.
At least one 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.
__________________________________________________________________________________________________________________________________________________________________________________________________________
Local to Rocky Hill, CT_Finance Analyst(Jr. Role)
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.
Private Wealth Banker - Coverage (FAIS)
Finance associate job in Worcester, MA
Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank's regulatory and compliance frameworks.
Job Description
Accountability: To build customer relationships in the preferred market segments:
* To own the primary relationship with our clients by being the client's main contact point and to work collaboratively with specialists (ie financial and estate planners) to ensure that our clients experience the full spectrum of our value proposition.
* To ensure that you achieve the required contact strategy relevant to your portfolio based on client segmentation of your bespoke portfolio.
* To build, maintain and execute on client relationship plans to ensure you fully understand your clients' needs and that we hold the primary relationship with our clients.
* To secure new business through interaction and engagement with current and prospective clients and leads generation and ensure new clients are fully on boarded.
* Ensure retention of clients in within acceptable targets and apply remedial actions where appropriate.
* Consistently achieve customer satisfaction scores as per agreed threshold by ensuring that customers are appropriately serviced in line with our value proposition.
* To work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.
Accountability: Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio.
* Prepare weekly for performance discussions with Area Manager Coverage to review client contact plans, client relationship plans, opportunities, successes and support required.
* To review and negotiate pricing structures with clients, in line with the Absa Pricing policy to ensure that the portfolio profitability is managed optimally.
* To effectively cross and up sell the appropriate products to the clients ensuring that all requirements in terms of FAIS (Financial Advisory and Intermediary Services Act), FICA (Financial intelligence Centre Act) and NCA (National Credit Act) are met.
* Drive Income growth of the Portfolio through the acquisition of new clients
* Analyse sales achieved against opportunities in portfolios on a monthly basis for new and existing client
* Complete a monthly analysis of the profitability of the portfolio of clients including the quality of credit and make recommendations to the Area Manager Coverage if actions are required for identified clients.
Accountability: Protecting our assets through appropriate levels of Risk and Credit Assessment
* Co-Manage high risk clients' accounts in collaboration with Risk stakeholders
* Ensure transparency and open dialogue between credit and the client by communicating the client's requirements, by means of properly motivated and well-articulated motivations with the required supporting documents and giving feedback on the banks' position regarding these requirements.
* Assist with the development of high quality credit client solutions which are both practical and appropriate (i.e. lending structures) for clients by influencing credit with knowledge on the client's requirements as well as business and industry related knowledge
* Coordinate and drive outstanding client reviews and ensure timeous finalisation.
* Ensure that arrangements with clients are within the credit guidelines and that credit is informed of any special arrangements via utilisation of the prescribed systems.
* Takes ownership of the portfolios risk management through consistent application the bank's regulatory and compliance framework.
Accountability: Colleague and Personal Development
* To act as backup for other Private Wealth Bankers in the team in case of absence or during peak times according to the agreed schedule as provided by management.
* Keep abreast of developments in the industry/sector to ensure adequate client service and to support potential risks and or opportunities.
* Ensure that Continuous Professional Development (CPD) hours are maintained at all times.
* Complete the relevant Compliance, Risk and System, Product and role fundamental learning as per the Private Wealth Minimum learning requirements.
* Attend relevant economic environmental business forums to be able to raise client conversations to a strategic level.
* Subscribe to relevant segment specific initiatives and apply this knowledge to act on opportunities to maximize revenue and profitability.
* Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa's Values and Vision.
Preferred Education & Experience
* B-degree in Business, Commerce or Management Studies or equivalent NQF Level 7 qualification
* Five (5) years' relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience
* FAIS Compliance
OR
* National Diploma / Advanced Certificate in Business, Commerce or Management Studies, or equivalent NQF Level 7 qualification • 8 years' experience in Private or Wealth or Premium or Private Wealth Virtual Banking, of which 4 years must be experience with Non Individuals (Professional Practice) within Private or Business Banking.
Knowledge and Skills
* Sales Acquisition and Business Development
* Customer Relationship Management
* Financial and wealth solutions and planning knowledge, including deal structuring
* Relationship Banking Risk management, including credit knowledge around complex structures as well as solutions
* Financial products knowledge with Superior Communication Skills
Data analysis to enable da
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Auto-ApplyPersonal Financial Representative
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 - Float Team
Hours - Fulltime
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
Auto-ApplyStrategic Corporate Financial Analyst
Finance associate job in Spencer, MA
Our award-winning client is seeking a Strategic Corporate Financial Analyst to join their team. Our client is a purpose-driven leader in coated and laminated films and adhesives, with a global reach and a rich history of innovation. We offer a dynamic work environment where you'll gain exposure to three distinct businesses and have the chance to shape the future of the Holdings company.
Responsibilities:
Utilize your spreadsheet expertise to build complex financial models, conduct in-depth analyses, and support strategic decision-making.
Collaborate with internal stakeholders, including family members, to ensure financial health and support business growth initiatives.
Continuously learn and develop your expertise through ongoing training and access to industry resources.
Required Qualifications:
Bachelor's Degree in Accounting, Finance, or Business (required).
1 to 5 years of relevant work experience (prior experience in private equity or investment banking a plus).
Strong analytical and problem-solving skills with a keen eye for detail.
Excellent communication skills to present complex financial information clearly and concisely.
Proficiency in financial modeling, including pro forma statements and advanced Excel functions.
Experience with a General Ledger System and financial reporting software (preferred).
Ability to work independently and as part of a team in a fast-paced environment.
Commitment to a high standard of safety and adherence to company policies.
The client offers a competitive compensation package, generous benefits, and the opportunity to make a lasting impact in a dynamic family-owned company.
Financial Aid Specialist
Finance associate job in Manchester, CT
Details:
. Hours: Full-time, 35 hours per week Closing Date: Open until filled, with priority consideration given to applicants who submit materials by Wednesday, December 24, 2025.
Location:
CT State Manchester
Great Path, Manchester, CT 06040
**This position is not remote**
For more information about CT State Community College and the campus please visit Home - CT State
CT State Community College Mission:
Connecticut State Community College provides access to academically rigorous and innovative education and training focused on student success. The college supports excellence in teaching and learning, makes data-informed decisions, promotes equity, and advances positive change for the students, communities and industries it serves.
CT State Community College Vision:
Connecticut State Community College is recognized for exceptional student success, educational leadership and transformative collaboration with business and industry, government, educational and key stakeholders while advancing diverse opportunities for Connecticut's citizens and communities.
CT State Community College Equity Statement:
Connecticut State Community College commits to bold and disruptive change by actively identifying, naming, and dismantling structural racism, systemic poverty, and other barriers; establishing equitable and anti-racist policies and practices; and empowering students, faculty, staff, and administrators to advance racial, social, and economic justice. Our core collective responsibility is to continuously assess practices and policies and transform the world we live in by eliminating inequities.
Anticipated Start Date:
February 2026
Position Summary:
The Financial Aid Specialist provides operational support to the Financial Aid Office, with a focus on assisting with the review and processing of financial aid paperwork and providing information to a variety of individuals regarding financial aid, payment plans, and student aid eligibility. The incumbent will assist with the accurate processing of all financial aid application and student loan materials within a highly automated environment. The Financial Aid Specialist provides student service in person and other communication channels to assist with the financial aid process for students and families.
Example of Job Duties:
Under the direction of the Campus Supervisor for Financial Aid Services, the Financial Aid Specialist is responsible for providing operational support to the Financial Aid Office through effective performance in these essential duties:
Maintains the front counter for all student-facing, in-person activities.
Provides excellent service to students, their families, outside agency personnel, and members of the college community.
Assists students with the completion of all aspects of the application for financial aid, ensuring completion through the receipt of a financial aid package.
Responds promptly to student inquiries through various communication channels. Additionally, makes outgoing communication efforts.
Facilitates in-person and online workshops to assist with completing the FAFSA.
Provides information on financial literacy and other associated topics.
Counsels and assists prospective and currently enrolled students and their families on the FAFSA application process and eligibility for financial aid.
Provides information on eligibility requirements, application processes and procedures, status of financial aid application and award, and required additional documentation as needed. Determines if the student's inquiry requires further follow-up and directs the inquiry to the appropriate source for resolution, as necessary.
Prepares or assists in the review of student aid applications, including verification, C-flags, and rejects. This includes the review of all documentation needed to complete a student's file for packaging.
Responsible for the quality assurance and document linking within the imaging system.
Monitors the academic performance of student aid recipients by the Satisfactory Academic Progress regulations.
Maintains current and complete knowledge of federal, state, and institutional financial aid regulations.
Reviews and processes student loan requests according to federal law and regulations.
Maintains an alpha caseload to ensure necessary documents are received and conflicting information is resolved to ensure aid can be disbursed.
Runs reports as needed.
Reads and interprets federal and state financial aid regulations and guidance.
Adheres to all office policies and procedures.
Interacts favorably with any third-party vendors.
Works with grant, loan, and reporting functions within all federal systems, including COD, CPS, and NSLDS, as needed.
Communicates effectively with supervisor and other office staff to ensure successful departmental operations.
Performs other duties and tasks to support the overall success of the division.
May involve occasional evening or weekend work.
In addition to the accountabilities listed above, the incumbent is required to carry out the essential duties of: Attendance and participation at convocation and commencement ceremonies; Service on assigned committees and task forces; Attendance and participation at committee, staff, informational and professional meetings. These may involve attendance at evening or weekend events.
This posting includes qualifications, experience and skills but is not limited to the full specifications stated in the job description.
Minimum Qualifications:
Bachelor's degree in a related field such as Higher Education, Business Administration, Human Services, or a closely related discipline or a combination of education, training, and experience which would lead to the competencies required for successful performance of the position's essential duties.
Incumbents are required to have demonstrated advanced knowledge and abilities in the following:
Knowledge of state and federal financial aid rules and regulations.
Strong organization and analytical skills.
The ability to multitask with complex subject matter in a fast-paced environment.
Candidates must possess proven ability to effectively work with culturally, linguistically, and ethnically diverse faculty, staff, and students. They are expected to have excellent interpersonal oral and written communication skills along with strong Information technology literacy skills such as Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams etc.).
Preferred Qualifications:
Two (2) or more years of financial aid experience.
Experience with Enterprise Resource Planning (ERP) systems such as Banner student information system.
Bilingual proficiency (e.g., Spanish-English) to effectively support a diverse student and family population.
Salary & Benefits:
Minimum Salary range; $58,550-$62,478 approximate annual. The salary will be based on the selected candidate's qualifications such as education and job-related experience, and internal equity.
We offer a comprehensive benefits package to help you stay well, protect yourself and your family, and plan for a secure future. Benefits include generous leave policies; several retirement plans; and many choices for comprehensive health insurance. You also have access to many additional benefits to save for retirement, protect your family & more with supplemental benefits. Tuition reimbursement may apply if applicable. For more information, please visit our website at: CSCU - Human Resources - Future Employees.
Application Instructions:
To apply you must submit a cover letter and resume. The cover letter may be entered as text in the corresponding box, or it can be uploaded as a combined file with the resume.
Incomplete applications or those submitted after the closing date will not be considered and links to other sources to view resumes are not acceptable. To apply via our website, visit ******************* Please note that CT State CC is currently unable to sponsor work visas. Applicants must be authorized to work in the United States on a full-time basis.
Selection Procedure:
Following the closing date, application materials will be evaluated by a selection committee. Candidates selected for further consideration will be limited to those applicants who are best qualified based on the minimum and preferred qualifications and who have submitted all the required documents by the closing date and time listed on the job announcement. Candidates who have been selected and approved to interview will be contacted, and finalists will be recommended for further consideration by the Hiring Manager for final selection and recommendation for employment. The selection process may also include practical exercises (i.e., teaching demonstration and/or other written, technical, manipulative, or simulation exercises) to evaluate candidates' qualifications.
Background Screening:
All employment, if offered, is contingent upon proof of citizenship or employability under the requirement of the Immigration and Control Act (IRCA) and the successful passing of a background check, including granting permission to contact current and previous employers for verification. CSCU is committed to providing a safe campus community. Background investigations include reference checks, a criminal history record check and, when appropriate, a financial (credit) report or driving history check.
Continuing Notice of Nondiscrimination
CT State Community College does not discriminate on the basis of age, ancestry, color, national origin, gender identity or expression, genetic information, learning disability, marital status, intellectual disability, physical disability (including but not limited to blindness), present or past history of mental disability, prior criminal record, race, religious creed, sex (including pregnancy and sexual harassment), sexual orientation, retaliation for previously opposed discrimination or coercion, veteran status, victims of domestic violence, sexual assault, and/or trafficking or any other federal or state protected class in its employment, programs, and activities, unless the provisions of Section 46a-80(b) or 46a-81(b) of the Connecticut General Statutes are controlling or there are bona fide occupational qualifications excluding persons in one of the above protected groups.
For information regarding the nondiscrimination, disability, and Title IX policies/procedures, contact: John-Paul Chaisson-Cardenas, Vice President for Diversity, Equity, and Inclusion, CT State Community College, 185 Main Street, New Britain, CT 06051, ************ or [email protected].
CSCC IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER.
Auto-ApplyFinancial Clearance Analyst Part Time 32 hours
Finance associate job in Bristol, CT
Job Details BHI Valley St - Bristol, CT Part Time High School 1st Shift (Days) Description
At Bristol Health, we begin each day caring today for your tomorrow. We have been an integral part of our community for the past 100 years. We are dedicated to providing the best possible care and service to our patients, residents and families. We are committed to provide compassionate, quality care at all times and to uphold our values of Communication, Accountability, Respect and Empathy (C.A.R.E.). We are Magnet and received the 2020 Press Ganey Leading Innovator award for our rapid adoption and implementation of healthcare solutions during the COVID-19 pandemic. Use your expertise, compassion, and kindness to transform the patient experience. Make a difference. Make Bristol Health your choice.
JOB SUMMARY:
Under the direction of the Manager of Pre-Service and Financial Clearance, the Financial Clearance Analyst is responsible for the financial clearance of scheduled patient authorizations, including insurance verification, and validation of medical necessity for services. Works in coordination with
provider practices and hospital departments to ensure all scheduled services are reviewed for required authorizations and cleared in advance. The Financial Clearance Analyst will also work other revenue cycle teams to ensure proper billing requirements are met and denials are proactively addressed.
ESSENTIAL JOB FUNCTIONS:
Handle authorization process and obtain pre-certification approvals prior to service.
Submit pre-authorization requests and follow up with payer to ensure timely approvals
Maintain accurate records and reports of pre-certifications request, approvals, and denials
Work assigned worklists and submit authorization information according to payer requirements
Follow up on authorization requests and coordinate with practices and departments according to established policies
Collaborate with revenue cycle team and participate in monthly meetings to review payment and denial trends
Coordinate with provider practices and hospital departments to ensure timely scheduling of patient procedures
Respond to patient and insurance inquiries and provide Good Faith Estimates when required
Perform post service reconciliations and denial follow up tasks
Act as a back-up to the Financial Counselor team, supporting Notice of Admission and Financial
Assistance activities Adhere to applicable policies and procedures, including HIPAA compliance, and state and federal regulations
Other duties as assigned
Qualifications
KNOWLEDGE / SKILLS / ABILITIES:
Ability to ensure quality and integrity of assigned tasks and meet given productivity standards
Possess a patient-centric approach to answer questions and provide information in a professional manner
Demonstrate teamwork, cooperation and collaboration within and outside the team
Skill in effective oral, written, and interpersonal communication
Skill in problem-solving in a variety of settings and translation of data into actionable steps
Ability to read, understand, interpret, and analyze payer requirements
Ability to work independently and take initiative
Excellent customer service and communication as well as interpersonal, organizational and analytical skills
Demonstrate initiative and ability to multi-task while working independently
Strong organizational skills and systems aptitude
REQUIRED EDUCATION / EXPERIENCE:
A Bachelor's degree and a minimum of (1) year of revenue cycle experience or Associates degree and a minimum of (2) years of patient access, financial clearance or financial counselor experience or High School Diploma and a minimum of (5) years of patient access, financial clearance or financial counselor experience
Experience with payer portals and requirements preferred
Familiarity with medical and insurance terminology
Knowledge of payer contracts, regulations and guidelines as well as State and Federal laws relating to billing, collections, and patient access procedures
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Relationship Banker, Windham, NH
Finance associate job in Windham, CT
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
* Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
* Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
* Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
* Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Foster customer loyalty by addressing concerns and providing timely resolutions.
* Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
* Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
* Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
* Collaborate with team members and partners to achieve branch goals and drive overall performance.
* Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
* Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
* 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
* 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
* 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
* 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
* Established relationship-building skills with a focus on customer experience and loyalty.
* Excellent customer service skills and a passion for helping others.
* Proven track record in sales and cross-selling products and services.
* Ability to work collaboratively in a team-oriented environment.
* Excellent communication, consultative and influence skills both verbal and written.
* Ability to display a credible, trustworthy, and professional image at all times.
* Proficient in using digital tools and technology to enhance customer engagement.
* Ability to follow directions, policies, and procedures.
* Ability to identify and escalate concerns of risk to appropriate channels.
* Ability to work in a fast-paced environment and manage multiple priorities.
* Computer proficiency and basic math skills.
* Ability to work branch hours, which can include weekends and evenings.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$38,250.00 USD
Maximum:
$59,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance associate job in Mansfield Center, CT
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Hiring Bonus up to $1,000
Group Life and Disability Insurance Benefits
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Work Schedule & Location
This position is an in office 34 hour per week position. Office locations are in Mansfield, CT and Hebron, CT. The selected candidate will normally work four days per week. Occasional evening and weekend work is required to meet operational needs and production requirements.
Requirements
Graduation from an accredited college or university preferred, consideration is given to equivalent sales/customer service experience, education, and training
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Experience in a variety of computer applications, particularly Windows
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Ability to effectively relate to a customer
Ability to execute a detailed business plan
Experience in marketing financial products
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Life and Health license (must be able to obtain)
Series 6 and 63 (must be able to obtain)
Courses on ethical and customer centered sales practices will be required
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree preferred
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Banker Trainee
Finance associate job in Worcester, MA
Overview It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs. During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate. Responsibilities
Customer ExperienceDevelops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.
Operational ExcellenceEnsures quality and accuracy of work. Develops sound technical knowledge, including of Bank products, services, and technology services. Stays informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
TeamworkIs an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
CredibilityFollows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully.
Decision MakingUnderstands and complies with Bank policies and procedures. Brings requests for exceptions to branch supervisors as appropriate. Is aware of potential risks and alerts branch supervisors as appropriate. Learns to recognize warning signs of fraud and escalates appropriately.
MiscellaneousPerforms functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements Education
High School Diploma or its equivalent is required
Associate's Degree or some college is preferred
Work Experience
6-12 months of cash handling or customer service related experience is required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.
Expected Pay Range The expected annual pay range for this role is $36,010 to $46,219. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
Auto-ApplyLocal to Rocky Hill, CT_Finance Analyst(Jr. Role)
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.
Private Client Banker - Greater Worcester Area, MA
Finance associate job in Worcester, MA
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: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Worcester,MA $22.50 - $30.29 / hour
Financial Aid Specialist
Finance associate job in Manchester, CT
Details:
. Hours: Full-time, 35 hours per week Closing Date: Open until filled, with priority consideration given to applicants who submit materials by Wednesday, December 24, 2025.
Location:
CT State Manchester
Great Path, Manchester, CT 06040
**This position is not remote**
For more information about CT State Community College and the campus please visit Home - CT State
CT State Community College Mission:
Connecticut State Community College provides access to academically rigorous and innovative education and training focused on student success. The college supports excellence in teaching and learning, makes data-informed decisions, promotes equity, and advances positive change for the students, communities and industries it serves.
CT State Community College Vision:
Connecticut State Community College is recognized for exceptional student success, educational leadership and transformative collaboration with business and industry, government, educational and key stakeholders while advancing diverse opportunities for Connecticut's citizens and communities.
CT State Community College Equity Statement:
Connecticut State Community College commits to bold and disruptive change by actively identifying, naming, and dismantling structural racism, systemic poverty, and other barriers; establishing equitable and anti-racist policies and practices; and empowering students, faculty, staff, and administrators to advance racial, social, and economic justice. Our core collective responsibility is to continuously assess practices and policies and transform the world we live in by eliminating inequities.
Anticipated Start Date:
February 2026
Position Summary:
The Financial Aid Specialist provides operational support to the Financial Aid Office, with a focus on assisting with the review and processing of financial aid paperwork and providing information to a variety of individuals regarding financial aid, payment plans, and student aid eligibility. The incumbent will assist with the accurate processing of all financial aid application and student loan materials within a highly automated environment. The Financial Aid Specialist provides student service in person and other communication channels to assist with the financial aid process for students and families.
Example of Job Duties:
Under the direction of the Campus Supervisor for Financial Aid Services, the Financial Aid Specialist is responsible for providing operational support to the Financial Aid Office through effective performance in these essential duties:
Maintains the front counter for all student-facing, in-person activities.
Provides excellent service to students, their families, outside agency personnel, and members of the college community.
Assists students with the completion of all aspects of the application for financial aid, ensuring completion through the receipt of a financial aid package.
Responds promptly to student inquiries through various communication channels. Additionally, makes outgoing communication efforts.
Facilitates in-person and online workshops to assist with completing the FAFSA.
Provides information on financial literacy and other associated topics.
Counsels and assists prospective and currently enrolled students and their families on the FAFSA application process and eligibility for financial aid.
Provides information on eligibility requirements, application processes and procedures, status of financial aid application and award, and required additional documentation as needed. Determines if the student's inquiry requires further follow-up and directs the inquiry to the appropriate source for resolution, as necessary.
Prepares or assists in the review of student aid applications, including verification, C-flags, and rejects. This includes the review of all documentation needed to complete a student's file for packaging.
Responsible for the quality assurance and document linking within the imaging system.
Monitors the academic performance of student aid recipients by the Satisfactory Academic Progress regulations.
Maintains current and complete knowledge of federal, state, and institutional financial aid regulations.
Reviews and processes student loan requests according to federal law and regulations.
Maintains an alpha caseload to ensure necessary documents are received and conflicting information is resolved to ensure aid can be disbursed.
Runs reports as needed.
Reads and interprets federal and state financial aid regulations and guidance.
Adheres to all office policies and procedures.
Interacts favorably with any third-party vendors.
Works with grant, loan, and reporting functions within all federal systems, including COD, CPS, and NSLDS, as needed.
Communicates effectively with supervisor and other office staff to ensure successful departmental operations.
Performs other duties and tasks to support the overall success of the division.
May involve occasional evening or weekend work.
In addition to the accountabilities listed above, the incumbent is required to carry out the essential duties of: Attendance and participation at convocation and commencement ceremonies; Service on assigned committees and task forces; Attendance and participation at committee, staff, informational and professional meetings. These may involve attendance at evening or weekend events.
This posting includes qualifications, experience and skills but is not limited to the full specifications stated in the job description.
Minimum Qualifications:
Bachelor's degree in a related field such as Higher Education, Business Administration, Human Services, or a closely related discipline or a combination of education, training, and experience which would lead to the competencies required for successful performance of the position's essential duties.
Incumbents are required to have demonstrated advanced knowledge and abilities in the following:
Knowledge of state and federal financial aid rules and regulations.
Strong organization and analytical skills.
The ability to multitask with complex subject matter in a fast-paced environment.
Candidates must possess proven ability to effectively work with culturally, linguistically, and ethnically diverse faculty, staff, and students. They are expected to have excellent interpersonal oral and written communication skills along with strong Information technology literacy skills such as Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams etc.).
Preferred Qualifications:
Two (2) or more years of financial aid experience.
Experience with Enterprise Resource Planning (ERP) systems such as Banner student information system.
Bilingual proficiency (e.g., Spanish-English) to effectively support a diverse student and family population.
Salary & Benefits:
Minimum Salary range; $58,550-$62,478 approximate annual. The salary will be based on the selected candidate's qualifications such as education and job-related experience, and internal equity.
We offer a comprehensive benefits package to help you stay well, protect yourself and your family, and plan for a secure future. Benefits include generous leave policies; several retirement plans; and many choices for comprehensive health insurance. You also have access to many additional benefits to save for retirement, protect your family & more with supplemental benefits. Tuition reimbursement may apply if applicable. For more information, please visit our website at: CSCU - Human Resources - Future Employees.
Application Instructions:
To apply you must submit a cover letter and resume. The cover letter may be entered as text in the corresponding box, or it can be uploaded as a combined file with the resume.
Incomplete applications or those submitted after the closing date will not be considered and links to other sources to view resumes are not acceptable. To apply via our website, visit ******************* Please note that CT State CC is currently unable to sponsor work visas. Applicants must be authorized to work in the United States on a full-time basis.
Selection Procedure:
Following the closing date, application materials will be evaluated by a selection committee. Candidates selected for further consideration will be limited to those applicants who are best qualified based on the minimum and preferred qualifications and who have submitted all the required documents by the closing date and time listed on the job announcement. Candidates who have been selected and approved to interview will be contacted, and finalists will be recommended for further consideration by the Hiring Manager for final selection and recommendation for employment. The selection process may also include practical exercises (i.e., teaching demonstration and/or other written, technical, manipulative, or simulation exercises) to evaluate candidates' qualifications.
Background Screening:
All employment, if offered, is contingent upon proof of citizenship or employability under the requirement of the Immigration and Control Act (IRCA) and the successful passing of a background check, including granting permission to contact current and previous employers for verification. CSCU is committed to providing a safe campus community. Background investigations include reference checks, a criminal history record check and, when appropriate, a financial (credit) report or driving history check.
Continuing Notice of Nondiscrimination
CT State Community College does not discriminate on the basis of age, ancestry, color, national origin, gender identity or expression, genetic information, learning disability, marital status, intellectual disability, physical disability (including but not limited to blindness), present or past history of mental disability, prior criminal record, race, religious creed, sex (including pregnancy and sexual harassment), sexual orientation, retaliation for previously opposed discrimination or coercion, veteran status, victims of domestic violence, sexual assault, and/or trafficking or any other federal or state protected class in its employment, programs, and activities, unless the provisions of Section 46a-80(b) or 46a-81(b) of the Connecticut General Statutes are controlling or there are bona fide occupational qualifications excluding persons in one of the above protected groups.
For information regarding the nondiscrimination, disability, and Title IX policies/procedures, contact: John-Paul Chaisson-Cardenas, Vice President for Diversity, Equity, and Inclusion, CT State Community College, 185 Main Street, New Britain, CT 06051, ************ or ******************.
CSCC IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER.
Powered by JazzHR
nm5LkxeGfE
Easy ApplyPersonal Financial Representative
Finance associate job in 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 - Hartford Hospital
Hours - Fulltime
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
Auto-Apply