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Private Client Financial Advisor - Weston, MA
Citizens 2.9
Finance representative job in Weston, MA
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 5d ago
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Relationship Banker - Cambridge, MA
Bank of America 4.7
Finance representative job in Cambridge, MA
Cambridge, Massachusetts;Cambridge, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*********************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-39k yearly est. 7d ago
Trader - Biodiesel
Global Partners LP 4.2
Finance representative job in Waltham, MA
As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us.
The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value.
:
* Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing.
* Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
* Represent and be the lead for Supply and Trading on various projects and opportunities.
* Prepare and present management reports as needed.
* Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
* Prepare and present risk/return reports on opportunities and analysis as necessary.
* Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc.
* Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets.
* Support Supply and Trading on acquisitions and larger projects.
Additional Job Description:
* Exceptionally strong interpersonal and communication skills
* Outstanding ability to work collaboratively
* Excellent attention to detail
* Excellent time management and multi-tasking skills
* Proficiency with Microsoft Excel
* 5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
* Previous experience supplying marketing.
* Knowledge in refinery operations a significant plus.
* Strong industry knowledge and relationships with counterparts.
* Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus.
* Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus.
* Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
* Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
* Willingness and desire to learn new skills and take on new responsibilities
* Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
Our Commitments to You
* Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development.
* Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
* The Road Ahead - We offer 401k and a match component!
* Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
What to Expect From the Hiring Process (old GPS of the Interview Process)
We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you.
A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match.
Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK.
* Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$81k-126k yearly est. Auto-Apply 7d ago
Structured Products Trader - SLC Management
Sun Life of Canada 4.3
Finance representative job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 4d ago
Structured Products Trader - SLC Management
Sun Life 4.6
Finance representative job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 4d ago
Trader - Biodiesel
Global 4.1
Finance representative job in Waltham, MA
As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us.
The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value.
:
Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing.
Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
Represent and be the lead for Supply and Trading on various projects and opportunities.
Prepare and present management reports as needed.
Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
Prepare and present risk/return reports on opportunities and analysis as necessary.
Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc.
Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets.
Support Supply and Trading on acquisitions and larger projects.
Additional Job Description:
Exceptionally strong interpersonal and communication skills
Outstanding ability to work collaboratively
Excellent attention to detail
Excellent time management and multi-tasking skills
Proficiency with Microsoft Excel
5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
Previous experience supplying marketing.
Knowledge in refinery operations a significant plus.
Strong industry knowledge and relationships with counterparts.
Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus.
Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus.
Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
Willingness and desire to learn new skills and take on new responsibilities
Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
Our Commitments to You
Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development.
Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
The Road Ahead - We offer 401k and a match component!
Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
What to Expect From the Hiring Process (old GPS of the Interview Process)
We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you.
A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match.
Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK.
*Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$76k-130k yearly est. Auto-Apply 44d ago
Structured Products Trader - SLC Management
SLC Management
Finance representative job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 4d ago
Finance Representative/Manager
Village Automotive Group 4.1
Finance representative job in Danvers, MA
We have an exceptional opportunity for Automotive Finance Professionals with our award-winning Volvo Danvers Dealership. The FinanceRepresentative is responsible for producing revenue for the dealership by selling finance and insurance products and other appropriate after-sale items to new- and used-vehicle customers.
Responsibilities include but not limited to:
· Sells financing, warranty, and other products to customers as approved by the Village Automotive Group.
· Provides our customers with thorough explanation of aftermarket products and extended warranties
· Establishes and maintains good working relationships with several finance sources, including the manufacturer.
· Processes finance and lease deals accurately and fairly through financial sources to secure approval.
· Conducts business in an ethical and professional manner.
· Processes all federal, state and dealer paperwork related to vehicle transaction.
· Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.
· Completes necessary paperwork for vehicle sales and leases in a timely and efficient manner.
· Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting.
· Provides sales force and sales managers with current information about finance and lease programs continually.
· Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income.
· Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals.
· Works closely with general sales manager to establish sales department goals and objectives and ensures that they are achieved.
· Must be able to work the last day of the month even if it falls on a day off
· Maintains a professional appearance and a clean and professional work environment.
Requirements:
· At least 1 year of Dealership Finance
· Minimum PRU of $1500
· Minimum 3 years as a dealership sales person.
· Applicants must show integrity and a commitment to excellence
· Strong organizational and math skills.
Benefits:
· Paid Vacation Time
· Medical and Dental Insurance with over 50% Employer Match
· 401(k) Match
· Vision Insurance
· Life and Disability Insurance
· Flexible Spending Account
· Employee Purchase Program
· Company-paid outings
At Village Automotive Group, we never lose sight of the fact that our tremendous success is the result of many individual efforts. It's why we give our team members the acknowledgement, rewards, and respect they desire. In return, they provide our customers the kind of treatment they deserve-making Village Automotive Group a trusted name in the community for more than 60 years. We offer an enjoyable environment where your input is valued.
If you have been searching for a career for the long haul, put yourself in the driver's seat and steer your career in a new direction.
For more information about Village Automotive Group and the benefits it offers its employees, please visit us online at *************************
$30k-53k yearly est. Auto-Apply 60d+ ago
Private Client Banker (New Build) Southborough, MA
Jpmorgan Chase & Co 4.8
Finance representative job in Southborough, MA
JobID: 210687208 JobSchedule: Full time JobShift: Day Base Pay/Salary: Southborough,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: **************************************************************************
$53k-127k yearly est. Auto-Apply 60d+ ago
Financial Service Representative/FT Onsite/Manchester
Triangle Credit Union 3.8
Finance representative job in Manchester, NH
Job DescriptionRole: To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish.
Essential Functions & Responsibilities:
- Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.- Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.- Respond to all telephone and/or E-mail correspondences on the same day as they are received.- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.- Assures that appropriate records are maintained and required reports are prepared.
- Performs other related duties, as assigned.
Knowledge and Skills:
Experience
Previous Member/Customer Service or Financial Service Experience, required
Cash Handling Experience, required
Previous Lending Experience, is a plus
Education
A high school education or GED
Post-secondary education, desired
Interpersonal SkillsWork involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
* Sales Acumen
* Strong Computer Skills
* Good Communication Skills
* Detailed Oriented
* Ability to Multi-task
* Problem Solving Skills, essential
* Organizational Skills
* Attention to Details
* Basic Math Skills
* Ability to work independently and part of a team
Physical Requirements* Ability to sit for long extended periods of time
* Ability to bend, twist, squat and reach
Work EnvironmentMember facing/Fast Paced/Team Oriented
Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
$41k-52k yearly est. 7d ago
Financial Services Representative (Waltham, MA)
Brightbridge Credit Union
Finance representative job in Waltham, MA
Job Description
Join Our Team as a Financial Service Representative Location: Waltham, MA | Full-Time
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We're looking for a Financial Service Representative to serve our Waltham members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we'd love to meet you!
Why You'll Love Working Here
A collaborative team culture where your contributions matter
Ongoing training and career development opportunities
Competitive pay, benefits, and the chance to grow with a supportive organization
The satisfaction of making a real difference in your community every day
What You'll Be Doing (Your Responsibilities)
Maintains a working knowledge of all products and services offered by the Credit Union.
Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
Promotes, refers and sells additional third party products as determined by the Credit Union.
Function as a Membership Officer in the Branch, as approved by the Board of Directors.
Handles opening and closing of all account types and completes all proper documentation.
Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
Assists Call Center with resolution of member issues on a daily basis.
Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
Fills in at other branches as requested.
What We're Looking For (Your Qualifications)
Minimum of high school diploma or equivalent is required. Associates degree preferred.
Minimum of high school diploma or equivalent is required.
Minimum of two years Customer Service experience preferably in a financial institution.
Strong interpersonal, written/verbal communication and organization skills required.
Demonstrated ability to deal effectively with members and staff is essential.
Experience with personal computers in a windows environment including Outlook, Excel and Word.
Flexibility of work hours and proven reliability/dependability required.
Must be able to handle multiple tasks effectively and accurately.
Must have excellent cross-selling and problem solving skills.
Must possess a professional and positive attitude and image to all of our members, at all times.
Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
$25k-47k yearly est. 11d ago
Financial Services Representative
Moody Street Group
Finance representative job in Newton, MA
Job Description
The Moody Street Group, LLC
, a general agency, of The Companies of OneAmerica , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.
The Moody Street Group, LLC
, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financialrepresentatives more time to see and interact with clients. Our marketing team provides new
Financial Services Sales Representatives
with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR
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$25k-47k yearly est. 16d ago
Banker I
Middlesex Savings Bank 3.6
Finance representative job in Westford, MA
It is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker I promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.
Responsibilities
Customer Experience - Develops 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. The Banker I is proficient in all teller transactions, opening of personal accounts, basic business accounts, and domestic wire transfers, among other technical and people skills.
Operational Excellence - Ensures quality and accuracy of work. The Banker I possesses a solid basic understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay 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.
Teamwork - Is 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.
Credibility - Follows 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 the Bank's strategic goals.
Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks, and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately.
Miscellaneous - Performs 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
some college
Work Experience
6-12 months teller or similar customer service-related experience within banking; or a recent graduate of the Banker Trainee Program 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.
Licenses and Certifications
Must attain designation of Notary Public within 6 months. Required
Expected Pay Range The expected annual pay range for this role is $37,927 to $54,024. 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
$37.9k-54k yearly Auto-Apply 60d+ ago
Relationship Banker - Middlesex, MA
Bank of America 4.7
Finance representative job in Burlington, MA
Burlington, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**********************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-39k yearly est. 2d ago
Private Client Banker - Framingham Area, MA
Jpmorgan Chase & Co 4.8
Finance representative job in Framingham, MA
JobID: 210685070 JobSchedule: Full time JobShift: Base Pay/Salary: Framingham,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: **************************************************************************
$53k-128k yearly est. Auto-Apply 60d+ ago
Financial Service Representative/FT Onsite/Manchester
Triangle Credit Union 3.8
Finance representative job in Manchester, NH
Role:
To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish.
Essential Functions & Responsibilities:
- Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.
- Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.
- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.
- Respond to all telephone and/or E-mail correspondences on the same day as they are received.
- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.
- Assures that appropriate records are maintained and required reports are prepared.
- Performs other related duties, as assigned.
Knowledge and Skills:
Experience
Previous Member/Customer Service or Financial Service Experience, required
Cash Handling Experience, required
Previous Lending Experience, is a plus
Education
A high school education or GED
Post-secondary education, desired
Interpersonal Skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
* Sales Acumen
* Strong Computer Skills
* Good Communication Skills
* Detailed Oriented
* Ability to Multi-task
* Problem Solving Skills, essential
* Organizational Skills
* Attention to Details
* Basic Math Skills
* Ability to work independently and part of a team
Physical Requirements
* Ability to sit for long extended periods of time
* Ability to bend, twist, squat and reach
Work Environment
Member facing/Fast Paced/Team Oriented
Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
$41k-52k yearly est. Auto-Apply 36d ago
Financial Services Representative (Danvers, MA)
Brightbridge Credit Union
Finance representative job in Danvers, MA
Job Description
Join Our Team as a Financial Service Representative Location: Danvers, MA | Full-Time
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We're looking for a Financial Service Representative to serve our Danvers members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we'd love to meet you!
Why You'll Love Working Here
A collaborative team culture where your contributions matter
Ongoing training and career development opportunities
Competitive pay, benefits, and the chance to grow with a supportive organization
The satisfaction of making a real difference in your community every day
What You'll Be Doing (Your Responsibilities)
Maintains a working knowledge of all products and services offered by the Credit Union.
Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
Promotes, refers and sells additional third party products as determined by the Credit Union.
Function as a Membership Officer in the Branch, as approved by the Board of Directors.
Handles opening and closing of all account types and completes all proper documentation.
Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
Assists Call Center with resolution of member issues on a daily basis.
Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
Fills in at other branches as requested.
What We're Looking For (Your Qualifications)
Minimum of high school diploma or equivalent is required.
Minimum of two years Customer Service experience preferably in a financial institution.
Strong interpersonal, written/verbal communication and organization skills required.
Demonstrated ability to deal effectively with members and staff is essential.
Experience with personal computers in a windows environment including Outlook, Excel and Word.
Flexibility of work hours and proven reliability/dependability required.
Must be able to handle multiple tasks effectively and accurately.
Must have excellent cross-selling and problem solving skills.
Must possess a professional and positive attitude and image to all of our members, at all times.
Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
$25k-46k yearly est. 10d ago
Banker Trainee
Middlesex Savings Bank 3.6
Finance representative job in Maynard, 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 Experience
Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate.
Operational Excellence
Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products, services and technology services. Stays informed of and adheres to alerts, procedures and policies.
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.
Teamwork
Is 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.
Credibility
Follows 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.
Decision Making
Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Brings requests for exceptions to branch supervisors as appropriate.
Miscellaneous
Performs 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
$36k-46.2k yearly Auto-Apply 60d+ ago
Relationship Banker - Quincy - Newton Market
Bank of America 4.7
Finance representative job in Newton, MA
Newton, Massachusetts;Dedham, Massachusetts; Quincy, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-39k yearly est. 8d ago
Private Client Banker - Weston, MA
Jpmorgan Chase & Co 4.8
Finance representative job in Weston, MA
JobID: 210701531 JobSchedule: Full time JobShift: Day Base Pay/Salary: Weston,MA $25.00-$32.69 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: **************************************************************************
How much does a finance representative earn in Manchester, NH?
The average finance representative in Manchester, NH earns between $26,000 and $92,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Manchester, NH