Finance service representative jobs in Massachusetts

We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships Key Responsibilities Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects. Conduct valuation, cash flow projections, and scenario/sensitivity analyses. Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector. Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams. Prepare presentations, memos, and investment packages for internal approvals and decision-making. Support the structuring and execution of debt and tax equity financings under senior team guidance. Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making. Help track and organize documentation for transactions and financing processes. Qualifications Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus). 2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred). Strong technical skills in financial modeling, valuation, and Excel-based analysis. Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing. Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials. Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously. Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus What we offer Steady job in an international company Professional growth in fast developing team experienced in the field of renewable energy Hybrid working model Flexible working hours Day off on your birthday Benefits package: Private medical care Sharing the costs of professional training & courses 401 (k) 📩 Apply now and help us power a cleaner tomorrow.

We are a trusted business development firm that has played a pivotal role in driving growth and implementing new telecommunications options within the Boston region. As our largest client expands its products and services, we strive to connect the community with the most advanced technology available. Our team of Verizon Wireless Sales Representatives and managers identifies areas where they can provide assistance and solutions to prospective customers through service, sales, and product information. We equip our Verizon Wireless Sales Representatives with the comprehensive knowledge and resources necessary to succeed in their positions. This support is designed to help our clients promote their innovations, achieve their overall sales, outreach, and customer service goals. *Verizon Wireless Sales Representative Responsibilities:* * Initiate and complete the sales and customer service process by communicating with residential consumers regarding their connectivity needs * Utilize client-provided information, devices, and resources to provide proper and knowledgeable service to customers * Discuss client offerings, promotions, and services with the consumer base to provide practical solutions to their current issues * Meet with management and members of the team for training on required client operations, sales, and product knowledge * Become familiar with telecommunications industry trends, competing firms and their offers, and new products to answer consumer questions and negotiate the best service solutions * Achieve development goals by measuring and tracking sales metrics, consumer outreach, and market trends *What We Look for in a Verizon Wireless Sales Representative:* * Have 1-2 years of entry-level experience in customer service, sales, account management, business, or communications * Be ready to learn and implement entry-level business training to serve the client properly * Build an understanding of the telecommunications field and continue to check on industry trends * Ability to work with other team members to build and achieve client goals in sales, product visibility, and service metrics * Desire to expand their knowledge and skills past the entry-level through training and proper guidance * Have professional and friendly communication skills, both with customers and with team members within the office * Be reliable in time management to ensure all sales, consumer outreach, and advancement goals are met within the expected time This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.

We're hiring a Trader, Biodiesel. As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global in Biodiesel. The role will also include commercial analysis for new trading / supply assets, in both terms of new businesses and M&A opportunities. 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 basis trading, locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Strong knowledge of rail logistics and current government policies as it relates to the product. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers. For over 90 years Global Partners LP has been delivering the energy our communities need to grow, move, and thrive. From Alltown Fresh, with its innovative chef-led creations and guest-focused retail experience, to our vast network of over 50 liquid energy terminals across the eastern seaboard and beyond, Global Partner's integrated network of businesses delivers value day-in and day-out to our guests and customers across the US. At Global Partners we embrace the future, investing in the energy transition with initiatives like GlobalGLO and supporting the communities in which we operate with our charitable work. We're excited for the next 90 years at Global Partners and what innovative new ideas we can bring to our guests and customers in the future. We're looking for passionate people with great ideas to contribute to our company's future. If you're motivated by what's next, Global Partners can provide you the opportunities to push your career to the next level. The Types of “Energy” You Bring Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously Effective verbal and written communication skills Willingness and desire to learn new skills and take on new responsibilities Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands “Gauges” of Responsibility Daily ownership and profitability of Bio-diesel and renewable diesel book of business and includes 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 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 term sales, rack deals, etc. Find and implement any ways to make changes to increase Supply's profitability, work to grow the business in both current and new markets. Support Supply on acquisitions and larger projects. “Fuel” for You Coins! We offer competitive salaries and opportunities for growth. We mean it! 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. Give Back! We believe in community support. We know everyone gives in their own way, that's why we offer paid volunteer time-off to you to help an organization of your choice. The "GPS" of our Interview Process First thing's first, if you're interested in the role, please apply. A talent acquisition team member will review your resume in partnership with the hiring manager. If your experience would lend to this opportunity a recruiter will contact, you. We conduct in-person and virtual interviews and provide additional interview information or other items needed at that time. Qualifications 5+ years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending. 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 a significant plus Education Requirement Bachelor's degree in business, Finance or Accounting 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. We value passion and potential. If you are enthusiastic about a position and think you can make a meaningful impact, we encourage you to apply even if you don't check every box. We embrace different perspectives, backgrounds and experiences. 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 ************. *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.

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

Job Description Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Job Summary: The Growth and Middle-Market Technology Banking team at MUFG covers the most exciting venture backed, private equity owned and publicly traded technology companies in the world. They support pre-IPO growth and middle-market public companies in the innovation ecosystem by evaluating, structuring and underwriting loan facilities and other credit exposures. We are seeking an Associate (AVP) level individual, who will be supporting Growth & Middle Market Credit Solutions transaction origination and credit analysis efforts. This includes assessing risk factors associated with each credit, determining appropriate risk ratings based on established policies and guidelines, underwriting, loan structuring, navigating the credit approval process, and managing the credit exposure within portfolios. Primary responsibilities: * Work within a deal team environment to support the credit analysis and portfolio management of the Growth and Middle Market Credit Solutions business unit * Provide support for evaluating, structuring and negotiating terms and credit agreements with clients * Support the preparation of detailed credit analyses and required credit applications in accordance with internal policies and regulatory guidance, including the evaluation of company-specific, industry, and regulatory risks * Support the VPs in diligence calls and pitches with Technology clients and prospects * Assume accountability for delivery and execution for defined portfolio * Understand and maintain knowledge of industries represented in portfolio, including technical aspects and regulatory issues utilizing internal and external sources * Provide oversight of facility closing procedures including both operations and documentation * Support communication with the credit approval division to ensure alignment of risk strategy and policy * Ensure compliance with policy and regulatory requirements Skills & Experience: * Ideally a bachelor's degree in business, finance, economics or equivalent work experience * 3-5 years of work experience in a financial institution, accounting firm, rating agency or equivalent credit risk related function analyzing corporate borrowers' risk and credit profiles * Strong financial spreading and modeling skills * Knowledge of accounting and corporate finance principles * Team player who will roll up their sleeves to deliver seamless execution * Strong written, verbal, and interpersonal skills * Strong time management and organizational skills * Attention to detail * Skilled in Microsoft Word, Power Point, and Excel Compensation & Benefits: The typical base pay range for this role is between $135k - $170k depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

Hours: 30 Pay Details: $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: High school diploma or GED 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred Demonstrated Customer Service skills preferred Ability to work during operating hours to include evenings, weekends and holidays as scheduled Teller experience preferred Required to complete Teller training and part 1 of platform training upon hire Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated effective problem-solving skills Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License preferred Customer Accountabilities: Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert Understands and supports the Bank's customer service strategy Considers the impact of decisions on the well-being of TD, its customers and stakeholders Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers Ensures tasks are performed within established policy and procedures Successfully completes all required job specific, compliance-related training Understands, utilizes and follows compliance/risk and control programs Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer Accurately processes cash/deposit/withdrawal transactions and other account servicing requests Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR Follows policy and procedure for Customer Authentication Acts as Dual Control agent when required Follows all required open/close procedures Employee/Team Accountabilities: Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team Be an active participant in personal performance and development activities Acts as a brand champion both internally and externally Collaborates with team members in contributing to the success of the team and organization Partners as a team player Actively seeks opportunities to improve delivery of work with high attention to quality standards Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills Positively embraces change Adheres and participates in TD's Shared Commitments Models quality service at every Customer interaction Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $120 billion on behalf of leading institutions worldwide-including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches. What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We're united by a shared purpose: delivering effective client outcomes and supporting one another in work that's both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture-all designed to support the meaningful, collaborative work that defines Acadian. Position Overview: As a member of the Trading Desk, you will work directly with Quantitative Developers, Researchers, and the Systematic Credit Portfolio Managers. In addition to trading for Acadian's credit portfolios, you will be researching, developing, deploying, and monitoring cutting edge pricing models and strategies. Acadian's credit capabilities focus on credit long-short, high-yield, and investment-grade corporate bonds. Acadian supports a hybrid work environment, employees are on-site in the Boston office 3 days a week. What You'll Do: Act as a facilitator for the placement of cash and synthetic trades for the suite of systematic strategies Contribute to research which improves the pricing model and execution methodology Gain in-depth knowledge of transaction cost models and aspects of portfolio construction in the furtherance of ongoing idea generation and process improvements Contribute to the development of the systematic order management framework/workflow, including execution management and transaction cost analysis We're Looking for Teammates With: A Bachelor's degree in STEM, statistics, or mathematics 10+ years of work experience trading corporate bonds (domestic and international) and credit derivatives; experience trading other fixed income securities a plus Firm understanding of credit market structure and familiarity with a wide range of implementation strategies Experience with quantitative/systematic strategies within Credit Markets Strong Python programming Working expertise with OMS/EMS platforms (Charles River, TSImagine, MarketAxess, TradeWeb, etc) World-class analytical skills and the ability to clearly articulate the approach, process, and results in verbal, graphical and written form Willingness and ability to work in a collegial, results-oriented environment - must be a strong team player Interest in following financial markets and a strong quantitative orientation for investing Drive to deliver on high value projects and a roll up your sleeves attitude The base salary range for this role is $180,000- $230,000 per year. Actual compensation will be determined based on a candidate's skills, qualifications, and relevant experience. In addition to base pay, this position may be eligible for discretionary incentive compensation and includes participation in Acadian's comprehensive benefits program, which includes health, retirement, and wellness offerings. To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: ******************************************************* We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ****************************. Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, pregnancy or parenthood, veteran status, citizenship status, disability, gender identity, or sexual orientation.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. The Position We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts. This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities. Responsibilities Principal responsibilities will include, but are not limited to: Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management. Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities. Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts. Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market. Remaining informed of new product developments. Fostering new trading relationships and leveraging existing relationships. Monitoring and improving efforts to enhance efficiency while mitigating risk. Qualifications A successful candidate should have the following qualifications: Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive. Ability to work quickly and accurately in a fast-paced, dynamic environment. Demonstrate a high degree of accuracy in his/her work. Work well in a team oriented environment. Strong organizational and communication skills. Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day. Strong analytical skills and an ability to apply those skills in a highly practical fashion. An attitude and practice of proactive idea generation and continuous review and improvement of our processes. Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority. Strong quantitative skills, programming experience would be additive. A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency. Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment. Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ********************************** . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Salary Grade: 14R In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy) Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption Safeguards customer trust by upholding duty of customer confidentiality Must comply with all required laws, regulations, policies and procedures Timely completion of all assigned learning activities Actively participate in Banking Center meetings and one-on-one coaching sessions Fulfills all Banking Center opening and closing activities Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner Proficient in determining customers' financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc. Works to develop and maintain a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc. Assists customers in preparing loan applications for home equity products and other consumer loans Participation/volunteerism in community groups and events Additional duties as assigned Responsible for providing overrides and mentoring for RB I and II staff EDUCATION, CERTIFICATIONS: Bachelor's degree preferred Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission KNOWLEDGE, SKILLS & ABILITIES: Minimum two years banking experience Ability to mentor RB I and RB II team members Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc. Ability to execute more complex account openings and transactions independently, e.g., business accounts, Demonstrated high level of judgement Demonstrated ability to fulfill the Banking Center opening and closing activities Proven customer relationship building experience Ability to act as Banking Center vault custodian Strong verbal and written communication skills Critical thinking, decision making and problem solving skills Must have cyber security awareness to protect the digital environment, the Bank, and customers Ability to demonstrate core competencies for Relationship Banker III level COMPETENCIES: Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner WORKING RELATIONSHIPS/CONTACTS: Existing and potential retail and commercial customers; Banking Center Manager and staff; other Bank staff. PHYSICAL DEMANDS: Frequent standing and moving throughout work location. Must also be able to: lift coin (about 50 lbs.) and carry it between the vault and the teller line; crouch down to about 2 feet off the floor to reach safe deposit boxes; utilize Banking Center equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer. There is a large amount of repetitive movement of fingers and hands in order to complete forms, type and use the computer terminals. Must be able to relay information to and from customers and other employees verbally and in writing. Ability to obtain information from computer monitor to process transactions. Must be at work, ready to work, within assigned time schedule. WORKING CONDITIONS: (Typical working conditions with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position) Internal -- Work is normally performed in a climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings. Position may require standing at a workstation. Frequent interaction with Bank customers. External -- Some travel to remote Bank locations will be required; this will include some overnight travel, not to exceed 5%. Environmental conditions are regular office and branch locations.

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

Boston, Massachusetts;East Providence, Rhode Island; Malden, Massachusetts; Boston, Massachusetts; Cohasset, Massachusetts; Waltham, 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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Schedule** : - Monday - Fridays and rotating Saturdays **Required Qualifications** **:** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired Qualifications** **:** + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. + Bi-Lingual Mandarin Preferred **Skills** **:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. _ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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 financial representatives 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

Residency Requirement Employees must be Boston residents on their date of hire and for the duration of their employment subject to BWSC policies and collective bargaining agreements. Provides a variety of financial functions, as well as administrative support for the Finance department within the Commission; performs general accounting work, budgeting, accounts payable, accounts receivable administrative, and all other related duties for all financial activities. Responsibilities Essential Functions: (The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.) Reviews automatic meter reading reports, analyzes consumption trends, and calculates adjustments as needed. Reviews and processes adjustments to accounts. Research disputed matters on accounts to determine necessary adjustments and abatements. Notifies customers of adjustments and abatement results. Enters adjustments in computerized billing system. Processes lien applications and schedules sale readings with customers. Coordinates investigations with revenue protection department. Calculates, processes and files Lien Certificates. Processes approved discount applications. Provides booth coverage and security. Researches and resolves water and sewer account issues. Reviews and resolves questions received from Customer Service or Collections regarding refunds, transfers and payment applications. Communicates with bank representatives to request copies, credit memos, debit memos and resolve bank errors. Downloads online payment files and maintains online payment journal. Interacts with customers and other employees to properly process payments. Assists in training of other staff. Reviews credit balances for refund and transfer approval. Accepts cash and check payments from customers at cash booth. Trains new cashiers and ensure procedures are followed. Processes non-purchase order and purchase order invoices; prepares purchase order invoices payment by matching to corresponding PO paperwork and proper approvals. Resolves all internal/external inquiries; assists supervisor in reconciliations and journal entries as necessary. Reviews the meter reading error warning list and makes necessary corrections. Reviews and accepts or rejects the billing register prior to bills being printed. Prepares bills and postage summary for mail house. Opens/closes/prints work orders for field investigations or meter and MTU replacements. Prepares, copies, files, sends, and handles customer response to various types of notices and letters regarding access to meters, consumption and termination of water service. Maintains various files and logs, including hard copies, scanned files, and digital photos. Dispatches and logs calls for field employees. Scans and processes W-9 forms as required and tracks new vendor addresses. Receives, sorts, opens and redistributes mail. Records deposits and prepares total daily reports. Processes returned payments and communicate with customer if necessary. Cashes out at end of shift and prepares armored car pickup. Performs special projects and related duties as assigned. Performs similar or related work as required, directed or as situation dictates. Qualifications Recommended Minimum Qualifications: Education, Training and Experience: High School Diploma or equivalent required; Associate's Degree in Accounting or related field preferred. One to two (1 - 2) years of experience in Customer Service or Accounting, preferably in the public sector dealing with local government. Any equivalent combination of education, training, and experience. Knowledge, Ability and Skill: Knowledge: Basic knowledge of various accounting, Accounts Receivable, Accounts Payable, and Collections functions; familiarity with BWSC regulations and related requirements, practices and terminology; thorough knowledge of departmental operations; familiarity with accounting principles and procedures; working knowledge of software applications; experience with General Journal entries preferred. Ability: Communicate effectively and tactfully with staff and the public; compose correspondence; prioritize and complete multiple tasks at one time with frequent interruptions; think analytically; operate a computer with intermediate skills using software programs for word processing, database, spreadsheets and other software as required by the position; maintain and create spreadsheets and records; use automated accounting systems. Skill: Excellent customer service skills; strong organizational skills; strong analytical skills; skills in all of the above listed tools and equipment. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is frequently required to sit, communicate, and hear, is occasionally required to walk, and must be able to handle or feel objects, tools, or controls and reach with hands and arms. The employee must occasionally lift and/or move objects weighing up to 10 pounds. Vision and hearing at or correctable to normal ranges. This position requires the ability to operate a keyboard and calculator at efficient speed. Supervision: Supervision Scope: This position performs various duties requiring a thorough knowledge of departmental operations and the ability to complete assigned tasks according to established procedures and protocol. Supervision Received: Works under the general direction of the department manager, generally sets own daily work plan; escalates questions or issues as necessary to supervisor. Supervision Given: None. Job Environment: Work is performed in an office environment. Majority of work is performed in a moderately quiet work environment. Operates computer, printer, telephone, copier, fax machine and all other standard office equipment. Makes frequent contact with other departments, the general public and auditors. Errors could result in delay or loss of service, and have potential legal and/or financial repercussions. Affirmative Action/Equal Employment Opportunity Employer

Needham, Massachusetts, United States of America **Hours:** 20 **Pay Details:** $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services + Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience + Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert + Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking + Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization **Education & Experience:** + High school diploma or GED + 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to work during operating hours to include evenings, weekends and holidays as scheduled + Teller experience preferred + Required to complete Teller training and part 1 of platform training upon hire + Strong organization skills to handle multiple tasks in a fast-paced environment + Excellent communication skills with ability to be concise, clear and consistent + Demonstrated effective problem-solving skills + Demonstrated ability to schedule and prioritize work + Demonstrated ability to work independently and within deadlines + Sound judgment in decision making and problem solving + Proficient in Microsoft Office + Notary License preferred **Customer Accountabilities:** + Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers + Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings + Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert + Understands and supports the Bank's customer service strategy + Considers the impact of decisions on the well-being of TD, its customers and stakeholders + Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers + Ensures tasks are performed within established policy and procedures + Successfully completes all required job specific, compliance-related training + Understands, utilizes and follows compliance/risk and control programs + Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans + Is knowledgeable of and complies with TD Code of Conduct **Shareholder Accountabilities:** + Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Accurately processes cash/deposit/withdrawal transactions and other account servicing requests + Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address + Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents + Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions + Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR + Follows policy and procedure for Customer Authentication + Acts as Dual Control agent when required + Follows all required open/close procedures **Employee/Team Accountabilities:** + Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of + the team + Be an active participant in personal performance and development activities + Acts as a brand champion both internally and externally + Collaborates with team members in contributing to the success of the team and organization + Partners as a team player + Actively seeks opportunities to improve delivery of work with high attention to quality standards + Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills + Positively embraces change + Adheres and participates in TD's Shared Commitments + Models quality service at every Customer interaction + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience + May train and act as a mentor to newer colleagues **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

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).

It's an exciting time to be at Hanscom Federal Credit Union! As a member of our Branch Network, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members. Who we are - Hanscom Federal Credit Union Members-first - our members are our top priority. We make business decisions with our members at the top of mind. Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy. Teamwork - we are in this together and we all benefit from our success. Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes. Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success. What we offer $23.92/hr - $29.90/hr Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made. A full-time, permanent position that will reward you through a competitive incentive program. Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits. We are committed to fostering career growth and development - when you join our organization it's not just a job. We look to develop your skills aligned to our business needs and help you progress in your career. Who you are - Financial Representative You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected. What you'll do Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards. Participate in and complete the credit union's defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification Deliver high quality, consistent member service Responsible for achievement of personal sales goals, including referring members for Financial Wellness Coaching to certified coaches. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing. Assist in ensuring in-branch compliance with Credit Union service levels. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing. At the request of the Manager, participate in business development events. Other duties as assigned Experience 1+ years of similar or related financial institution experience. Education/Certifications/Licenses A high school degree or equivalent Interpersonal Skills A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. PHYSICAL REQUIREMENTS Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. ** Must be authorized to work in the US **

We have an exceptional opportunity for Automotive Finance Professionals with our award-winning Volvo Danvers Dealership. The Finance Representative 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 *************************