Equities Quant Trader
Finance service representative job in Boston, MA
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at ***********
* As at 30 September 2025
Purpose of the role
As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets.
Specific responsibilities
Trading of US / Canadian / Latam (cash equities, futures, FX, options)
Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets
Contribute to improvements across signal development, portfolio construction, risk management and trading
Drive development of our trading platform, infrastructure and technology
Use qualitative and quantitative analysis to improve performance of our systematic strategies
Monitor live trading and respond to changing market conditions when necessary
Develop and maintain relationships with our counterparties
Determine appropriateness of execution venues for various trades
Assist in various proprietary algorithm enhancements and algo experimentations
Key competencies
3-5 years of equity quant trading experience
Systematic trading of FX, Futures, Options experience also considered
Detailed understanding of Americas market microstructure (Developed & EM)
Expertise in a high-level programming language such as Python or R
Technical skills related to trading / order routing / transaction cost analysis
Ability to multitask in sometimes stressful environment
Excellent written and verbal communication skills
Analytical mindset
Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field
The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
US Pay Range$150,000-$180,000 USD
Inclusion, Work-Life Balance and Benefits at Man Group
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity.
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.
Equal Employment Opportunity Policy
Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.
Auto-ApplyTrader - Biodiesel
Finance service representative job in Waltham, MA
As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us.
The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value.
:
Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing.
Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
Represent and be the lead for Supply and Trading on various projects and opportunities.
Prepare and present management reports as needed.
Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
Prepare and present risk/return reports on opportunities and analysis as necessary.
Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc.
Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets.
Support Supply and Trading on acquisitions and larger projects.
Additional Job Description:
Exceptionally strong interpersonal and communication skills
Outstanding ability to work collaboratively
Excellent attention to detail
Excellent time management and multi-tasking skills
Proficiency with Microsoft Excel
5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
Previous experience supplying marketing.
Knowledge in refinery operations a significant plus.
Strong industry knowledge and relationships with counterparts.
Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus.
Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus.
Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
Willingness and desire to learn new skills and take on new responsibilities
Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
Our Commitments to You
Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development.
Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
The Road Ahead - We offer 401k and a match component!
Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
What to Expect From the Hiring Process (old GPS of the Interview Process)
We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you.
A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match.
Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK.
*Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Auto-ApplyInvestment Banking- United States - 2026 ReEntry Program
Finance service representative job in Boston, MA
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.
Auto-ApplyCramer Future Opportunities
Finance service representative job in Norwood, MA
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!
Auto-ApplyUS Equity Trader
Finance service representative job in Boston, MA
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.
Auto-ApplyPart Time Associate Banker Greater Boston (20 Hours)
Finance service representative job in Boston, MA
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
Auto-ApplyExperienced Banker - Float
Finance service representative job in Barnstable Town, MA
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.
Banking Associate - Roslindale, MA - Spanish Preferred
Finance service representative job in Boston, MA
Hours: 40 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.
Auto-ApplyFinancial Services Representative
Finance service representative job in Boston, MA
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
Auto-ApplyFinancial Services Representative
Finance service representative job in Boston, MA
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.
Auto-ApplyFinancial Representative
Finance service representative job in Boston, MA
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
$25.02/hr - $31.28/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 experience, including preparatory 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 **
Financial Services Representative (Danvers, MA)
Finance service representative job in Danvers, MA
Job Description
Join Our Team as a Financial Service Representative Location: Danvers, MA | Full-Time
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We're looking for a Financial Service Representative to serve our Danvers members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we'd love to meet you!
Why You'll Love Working Here
A collaborative team culture where your contributions matter
Ongoing training and career development opportunities
Competitive pay, benefits, and the chance to grow with a supportive organization
The satisfaction of making a real difference in your community every day
What You'll Be Doing (Your Responsibilities)
Maintains a working knowledge of all products and services offered by the Credit Union.
Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
Promotes, refers and sells additional third party products as determined by the Credit Union.
Function as a Membership Officer in the Branch, as approved by the Board of Directors.
Handles opening and closing of all account types and completes all proper documentation.
Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
Assists Call Center with resolution of member issues on a daily basis.
Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
Fills in at other branches as requested.
What We're Looking For (Your Qualifications)
Minimum of high school diploma or equivalent is required.
Minimum of two years Customer Service experience preferably in a financial institution.
Strong interpersonal, written/verbal communication and organization skills required.
Demonstrated ability to deal effectively with members and staff is essential.
Experience with personal computers in a windows environment including Outlook, Excel and Word.
Flexibility of work hours and proven reliability/dependability required.
Must be able to handle multiple tasks effectively and accurately.
Must have excellent cross-selling and problem solving skills.
Must possess a professional and positive attitude and image to all of our members, at all times.
Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
Dream Job Resume Bank
Finance service representative job in Boston, MA
Interested in joining the 617MediaGroup team, but don't see a position that is the right fit for you?
Don't worry. We are always looking for talented communicators, campaigners, designers, developers, and strategists to join our rapidly growing team.
Feel free to submit an application here, and we will be in touch with next steps, when we have an opening that is a good fit.
Auto-ApplyBanking Associate - 30 hours - Burlington Center, MA
Finance service representative job in Burlington, MA
Hours:
30
Pay Details:
$22.00 - $27.75 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.
Auto-ApplyFinancial Solutions Registration Candidate - Northern MA
Finance service representative job in Peabody, MA
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:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your position requires SAFE Act registration, you will be 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 your immediate termination.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Schedule: Monday - Fridays and rotating Saturdays
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
Pay Transparency details
US - MA - Acton - 271 Great Rd - ACTON BC (MA6127), US - MA - Bedford - 158 GREAT RD - BEDFORD FINANCIAL CENTER (MA6197), US - MA - Burlington - 11 Center St - Burlington Center (MA6140), US - MA - Burlington - 75 Middlesex Tpke - BURLINGTON MALL BC (MA6150), US - MA - Chelmsford - 2 Summer St - CHELMSFORD BC (MA6154), US - MA - Peabody - 189 ANDOVER ST - PEABODY BC (MA6196), US - MA - Reading - 20 Walkers Brook Dr - WALKER'S BROOK BC (MA6315), US - MA - Saugus - 1093 Broadway - SAUGUS - ROUTE 1 BC (MA6343), US - MA - Woburn - 2 Cummings Park - Cummings Park (MA6159) Pay and benefits information Pay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyCentreville Bank Stadium
Finance service representative job in Pawtucket, RI
Centreville Bank Stadium: Engineering and Facilities Intern Job Overview Centreville Bank Stadium, Home of Rhode Island FC, is looking for a highly motivated and detailed intern to support the operations of a professional sports stadium. Interns will gain direct exposure and valuable hands-on experience working with building management and receive valuable insight working under the Director of Facilities and Engineering.
This position is for a seasonal internship, with a projected start date that can be flexible to align with academic calendars.
Educational Experience
Must be currently enrolled in an accredited undergraduate or graduate program and eligible to receive college credit.
This internship is for college credit only and is limited to no more than 28 hours per week.
Qualifications
Computer skills - the CMMS and BMS systems are web-based applications, general knowledge and experience with computer software is required.
Basic knowledge of building systems, HVAC, electrical, plumbing, etc.
Experience with trade work (carpentry, painting, plumbing, etc) is preferred but not required.
Primary Duties and Responsibilities
Assist in administration of the Computerized Maintenance Management System (CMMS).
Assist in management of work orders.
Assist in asset and inventory data entry.
Assist in inspection administration.
Assist with administration of the HVAC Building Management System (BMS).
Monitor BMS system for alarms.
Assist with scheduling of the HVAC systems.
Assist with projects at the stadium.
Assist with basic carpentry, painting, plumbing, AV, grounds, and other projects around the stadium.
Assist with completion of work orders.
Assist with management of contractors.
Assist the Director of Engineering and Facilities with other tasks as needed.
Physical Requirements
Ability to stand, walk, bend, kneel, and stretch for extended periods
Able to lift and carry up to 50lbs
Ability to climb up and down ladders
Equal Opportunity Employer Centreville Bank Stadium is an equal opportunity employer committed to diversity, inclusion, and community engagement. We encourage individuals of all backgrounds to apply and gain valuable experience with our organization.
Finance Representative/Manager
Finance service representative job in Danvers, MA
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 *************************
Auto-ApplyBanker Trainee
Finance service representative job in Natick, MA
It is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs. During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate.
Responsibilities
Customer Experience
Develops an understanding of customers' needs and expectations, ensures that products and services are offered that address those needs and expectations. Develops new business by recommending products and services to establish or extend customer relationships, including utilization of business partners as appropriate.
Operational Excellence
Ensures quality and accuracy of work. Demonstrates sound technical knowledge, including of Bank products, services and technology services. Stays informed of and adheres to alerts, procedures and policies.
Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.
Teamwork
Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.
Credibility
Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals.
Decision Making
Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Brings requests for exceptions to branch supervisors as appropriate.
Miscellaneous
Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.
Requirements
Education
High School Diploma or its equivalent is required
Associate's Degree or some college is preferred
Work Experience
6-12 months of cash handling or customer service related experience is required
Knowledge, Skills, and Abilities
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Must possess strong attention to detail.
Must possess at least intermediate technology skills, including knowledge of Microsoft Office.
Must be able to work extended and weekend hours.
Scheduling and work location flexibility required.
Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.
Expected Pay Range The expected annual pay range for this role is $34,708.00 to $64,171.00 This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Auto-ApplyFill Banker - On Call Position
Finance service representative job in Lincoln, RI
Why Bally's? Bally's Corporation is one of the world's leading entertainment companies, with millions of players across digital gaming platforms and traditional casino venues. Recognized for our innovation, energy, and dedication to creating thrilling gaming experiences, we were born to entertain.
A career with Bally's means starting on a path to endless possibilities. Our growing business is searching for service-minded individuals looking for a place to build and grow, excel, and truly make a difference. So, if you want to be challenged in an exciting and fast-paced environment, this is the place for you!
The Role: The Fill Banker will complete all monetary transactions including table fills, chip transfers and balancing chips. They will maintain inventory for chips and be responsible for both computerized and manual fills and credits. Applicants must have the ability to keep detailed, accurate records and enjoy working as part of a team.
Responsibilities:
* The following processes will be performed in the Fill Bank (but not limited to):
* The Fill Bank transactions will include table fills, table credits, chip transfers, bank to bank transfers, balancing chips, maintaining inventory for both value and non-value chips, the buying and selling of the bank, the rotation of chips and any other duties associated with the operation of a Fill Bank.
* They will maintain a spare float to be sued once the current fill banker has balanced and before the next shift begins.
* They will be responsible for both computerized and manual fills and credits and will utilize a bird cage in all chip transfers in or out of the bank.
* Responsible for accurate record keeping in all aspects surrounding duties and responsibilities.
* Must be knowledgeable of all company and departmental policies and procedures.
* Must be familiar with and trained annually in Title 31 protocol.
* Promotes teamwork and cooperation with Supervisors, co-workers and internal guests.
* Performs other duties as assigned.
Physical/Mental Requirements:
* Must be able to lift 25 pounds.
* Must be able to walk/bend/stand constantly during shift.
Working Conditions:
* Exposure to bright lights in a secured work area.
Qualifications:
* Computer, 10-key,
* Telephone Use
* Money handling experience.
License Requirements:
* All applicable licensing requirements
What's in it for you:
* Competitive Salary with annual performance reviews
* Comprehensive health coverage plan that includes medical, dental, and vision
* 401(K)/ Company Match
* Employee Stock Purchase Plan
* Access Perks and Childcare discounts
Target Hourly Range: $23.04
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Fill Banker - On Call Position
Finance service representative job in Lincoln, RI
Why Bally's?
Bally's Corporation is one of the world's leading entertainment companies, with millions of players across digital gaming platforms and traditional casino venues. Recognized for our innovation, energy, and dedication to creating thrilling gaming experiences, we were born to entertain.
A career with Bally's means starting on a path to endless possibilities. Our growing business is searching for service-minded individuals looking for a place to build and grow, excel, and truly make a difference. So, if you want to be challenged in an exciting and fast-paced environment, this is the place for you!
The Role: The Fill Banker will complete all monetary transactions including table fills, chip transfers and balancing chips. They will maintain inventory for chips and be responsible for both computerized and manual fills and credits. Applicants must have the ability to keep detailed, accurate records and enjoy working as part of a team.
Responsibilities:
The following processes will be performed in the Fill Bank (but not limited to):
The Fill Bank transactions will include table fills, table credits, chip transfers, bank to bank transfers, balancing chips, maintaining inventory for both value and non-value chips, the buying and selling of the bank, the rotation of chips and any other duties associated with the operation of a Fill Bank.
They will maintain a spare float to be sued once the current fill banker has balanced and before the next shift begins.
They will be responsible for both computerized and manual fills and credits and will utilize a bird cage in all chip transfers in or out of the bank.
Responsible for accurate record keeping in all aspects surrounding duties and responsibilities.
Must be knowledgeable of all company and departmental policies and procedures.
Must be familiar with and trained annually in Title 31 protocol.
Promotes teamwork and cooperation with Supervisors, co-workers and internal guests.
Performs other duties as assigned.
Physical/Mental Requirements:
Must be able to lift 25 pounds.
Must be able to walk/bend/stand constantly during shift.
Working Conditions:
Exposure to bright lights in a secured work area.
Qualifications:
Computer, 10-key,
Telephone Use
Money handling experience.
License Requirements:
All applicable licensing requirements
What's in it for you:
Competitive Salary with annual performance reviews
Comprehensive health coverage plan that includes medical, dental, and vision
401(K)/ Company Match
Employee Stock Purchase Plan
Access Perks and Childcare discounts
Target Hourly Range: $23.04
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.