Hingham Institution for Savings jobs in Boston, MA - 237 jobs
Client Service Representative (Banker) - South Shore
Hingham Institution for Savings 2.9
Hingham Institution for Savings job in Hull, MA
We're Hingham Institution for Savings, and we've been a part of the community since 1834, making us one of America's oldest and most respected banks! Today, we're a family-run, publicly traded bank with a focus on building lasting relationships and providing exceptional service in Boston, Nantucket, Washington D.C., and the San Francisco Bay Area. We're a tight-knit team of just under 100 people, all dedicated to our mission of strong financial results and a supportive, growth-oriented culture. Our Retail Banking Group, right here in Massachusetts, is where we get to connect with our neighbors, offering personal and small business banking.
About the role
As a Client Service Representative, you will play a crucial role in our team by fostering deposit growth. You will achieve this by serving as a friendly and knowledgeable point of contact for our consumer and business clients, building relationships, understanding their needs, and offering effective solutions. Your responsibilities will include empowering clients to independently manage their accounts and resolve any product, service, or account issues they may have, while ensuring their requests are handled efficiently and maintaining the highest standards of operational integrity. Furthermore, you will have the opportunity to actively contribute to the bank's operational improvement through process and policy innovation. We encourage and value all team members' ideas, regardless of position or title, as we strive to become one of America's leading banks.
Responsibilities
* Cultivate strong customer relationships through exceptional service, fostering trust and loyalty that directly translates to increased deposit growth.
* Deliver exceptional customer service proactively address and resolve customer inquiries with empathy and efficiency, ensuring every interaction is positive and leaves a lasting impression.
* Support business development efforts and act as a master sales associate to help drive deposits by providing "legendary" customer service that exceeds expectations, building strong relationships and identifying opportunities to refer clients to specialized services that meet their unique needs.
* Ensure Secure and Seamless Transactions: Accurately and efficiently process transactions while strictly adhering to security protocols and operational guidelines. Maintain compliance and safeguard client assets by ensuring all transactions are handled with care.
* Become a Trusted Financial Advisor: Engage in meaningful conversations with customers to understand their financial goals and educate them on our comprehensive range of products and services, empowering them to make informed decisions.
* Maximize Efficiency and innovation: Drive process improvements to streamline operations and enhance customer experience, while also fostering a culture of innovative problem-solving. Identify and implement efficient solutions to optimize workflows and champion creative approaches to enhance service delivery.
What does success look like at HIFS?
* Contribute to our amazing culture and grow your career. We are looking for engaged talented individuals that can make a big impact. We have big bank ambitions but with a small bank vibe. Anyone with great ideas and a passion for helping customers can be successful and develop a rewarding career at HIFS.
* We have a flat organizational structure and operate with agility. All our team members are empowered to use their creativity and innovation to create and implement tangible improvements to the bank. You can help us grow!
* Demonstrate a genuine passion for helping people and a commitment to providing exceptional customer service. You'll possess the ability to listen attentively, communicate effectively, and problem-solve creatively! We are committed to providing exceptional training and development opportunities.
Qualifications
* High School Diploma required, Associates or Bachelors degree preferred
* Ability to engage customers in a friendly and welcoming manner
* Independent problem solving skills
* Basic computer skills - familiarity with Google GSuite preferred
* Advanced customer service skills
* Ability to quickly learn and adapt in a rapidly changing environment.
Benefits
As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success.
* 401K Matching
* Health Benefits with Employer Contribution
* Life Insurance
* Paid Time Off
* Family Leave
* Short & Long Term Disability
* Wellness Benefits
$38k-43k yearly est. 15d ago
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Assistant Branch Manager (Banker) - Cohasset
Hingham Institution for Savings 2.9
Hingham Institution for Savings job in Cohasset, MA
Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective has been to build one of America's great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and success. We have a small, entrepreneurial team - just under 100 people - and we hold ourselves to high standards.
About the role
The Retail Banking Group is responsible for delivering outstanding service to our clients via our Massachusetts-based branch network, including personal and small business deposit services, as well as portfolio residential lending.
Under the direction of the Branch Manager, the Assistant Branch Manager (ABM) is responsible for communicating and executing the day to day operations and performance standards of the branch. The Assistant Branch Manager will assist the Branch Manager in planning, conducting and monitoring sales activities to ensure deeper customer relationships. The Assistant Branch Manager will be expected to act independently, in the absence of the Branch Manager. Personally executes an extremely high level of customer service and models and coaches these behaviors to the staff.
Responsibilities
* Assists the Branch Manager by recruiting, developing and retaining highly effective teams through ongoing "bench" building activities as well as consistent coaching and development sessions. Execute outbound business development strategies aligned with the Bank's business plan as directed by the Branch Manager
* Execute outbound business development strategies aligned with the Bank's business plan as directed by the Branch Manager
* Responsible for ensuring the branch team is operating in compliance with state and federal mandated bank regulations, Bank Secrecy Act, risk management and Hingham Institution for Savings specific policies and procedures.
* Provide ideas and innovation for problem resolution, product and service advancements and efficiency improvements
* Independently runs the day to day branch functions in accordance with the guidelines set forth by the Branch Manager and other senior bank management.
* Personally responsible for providing world class client experience as well as modeling and coaching these behaviors to the other branch staff.
* Leads by example to ensure the highest ethical standard of execution by team members. Doing what is right all the time without cutting corners.
* Attends mandatory regulatory and compliance training.
* May be required to operate a teller drawer as necessary
* May assist the Branch Manager in writing performance reviews.
* May be required to execute consumer and business account opening as well as customer product and service
Benefits
As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success.
* Health Care Plan (Medical, Dental)
* Retirement Plan (401k)
* Life Insurance
* Paid Time Off (Vacation, Sick & Public Holidays)
* Family Leave (Maternity, Paternity)
* Short Term & Long Term Disability
* Training & Development
$52k-62k yearly est. 43d ago
Fraud Prevention Investigator
Rockland Trust Company 4.5
Plymouth, MA job
Rockland Trust is seeking Fraud Prevention Investigator to join the Fraud Prevention team. The Fraud Prevention team coordinates day-to-day implementation of the bank's enterprise-wide fraud prevention efforts. Our program is designed to ensure protection of our customers and the bank from illicit actors who exploit banking services with nefarious and criminal intent. Our Fraud Prevention team protects our customers and the bank from losses. The Fraud Prevention team also develops and/or assists in the development of appropriate policies and procedures, including those designated to assist the business units to conduct appropriate due diligence and to prevent, detect and report fraudulent and suspicious activity.
As the Fraud Prevention Investigator at Rockland Trust, you will support the Fraud Prevention Team by contributing to the execution of our Fraud Prevention strategies. You will assist in conducting focused investigations, participate in developing targeted fraud prevention strategies, and support initiatives designed to strengthen specific areas of our financial security framework. In this role, you will help identify and address emerging risks within your scope, ensuring that effective controls, innovative procedures, and relevant training programs are implemented. Your role will be important in supporting our efforts to protect the Bank, its clients, and its employees from financial threats while upholding high standards of integrity and security.
Duties & Responsibilities to contribute to the bank's overall strategy and risk profile include:
Regulatory Knowledge: Possess a solid understanding of and ability to interpret regulations and policies related to fraud prevention. Stay well-informed about evolving state and federal regulations, industry standards, and best practices to ensure your investigations align with legal and institutional requirements.
Case Investigations: Conduct thorough and meticulous investigations by analyzing transaction data, customer profiles, and relevant third-party information. Make decisions on customer accounts, transactions, and recommend closures or further action when necessary, ensuring the integrity of the process.
Investigative Expertise: Exhibit advanced investigative and analytical skills, formulating well-supported and clearly articulated rationales for decisions made during fraud investigations. Maintain strict adherence to departmental protocols while addressing complex cases.
Judgment and Compliance: Exercise sound judgment when managing fraud alerts and investigations. Ensure full compliance with internal policies, procedures, and external regulatory standards, and escalate any issues or anomalies to management for resolution.
Liaison and Support: Serve as a knowledgeable resource by providing responsive telephone and email support to internal teams, including Rockland Trust colleagues, as well as customers, external financial institutions, and law enforcement agencies. Facilitate seamless communication during investigations.
Strategy and Implementation: Play an active role in executing established fraud prevention strategies and risk mitigation initiatives. Ensure precision and accuracy in case documentation and reporting to meet compliance and operational standards.
Process Improvement: Continuously identify areas for process enhancements and actively contribute innovative ideas. Support efforts to refine and optimize policies, procedures, and investigative tools for greater efficiency.
Additional Duties: Take on other assigned responsibilities to ensure the overall effectiveness of your role and alignment with the bank's strategic goals. Contribute to broader initiatives as needed to bolster fraud prevention efforts.
Required Skills & Experience:
Associates or Bachelor's in Criminal Justice, Business, Finance, or a related field or equivalent work experience is required.
Strong interpersonal and communication abilities to interact effectively with colleagues at all levels of the Bank. Ability to clearly convey investigative findings and collaborate across departments, including retail and commercial banking, compliance, and risk management.
Foundational understanding of various banking functions, including retail banking, commercial banking, trade finance, asset-based lending, and loan documentation. This knowledge will support investigations into fraud occurring across different banking sectors.
Excellent written and verbal communication skills, with the ability to present complex information and recommendations clearly. Effective at collaborating with senior management, regulatory bodies, and other stakeholders.
Exceptional attention to detail, with the ability to maintain high accuracy in performing tasks, even when facing frequent interruptions. Capable of managing multiple priorities and handling sensitive information with precision.
Strong ability to conduct thorough research using multiple internal and external resources. Able to gather data, analyze information, and synthesize findings to support fraud investigations and case resolutions.
Solid investigative and analytical techniques, with the ability to analyze complex financial data and identify intricate patterns and red flags of fraudulent activity. Ability to provide well-supported rationales and strategic recommendations based on comprehensive analysis.
A team player who works well in a collaborative environment while also demonstrating the ability to take initiative and work independently on tasks. Capable of contributing to the overall success of the fraud prevention team while handling individual responsibilities effectively.
Proficiency in MS Office applications, including Outlook, PowerPoint, Word, and Excel, with the ability to effectively use these tools for data analysis, presentation development, and professional communication.
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Colleagues who work 20 hours or more per week are eligible to participate in our health insurance program. Other benefits include: Competitive compensation with performance incentive awards, Dental Insurance, a 401K and DC Plan for your retirement, Life Insurance, Vacation Time, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$68k-85k yearly est. Auto-Apply 27d ago
Senior Lead Wealth Planning Strategist
Wells Fargo Bank 4.6
Boston, MA job
About this role:
The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management.
In this role, you will:
Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives
Work with Advisors to develop business opportunities with clients and prospects
Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies
Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions
Coach and educate Advisors to independently implement wealth planning advice to other clients
Prioritize consulting and interactions with Advisors to serve largest and most complex clients
Present wealth planning advice during client meetings in clear, concise, and actionable manner
Collaborate with internal and external partners to promote wealth planning both internally and externally
Adhere to all planning and risk protocols and procedures
Required Qualifications:
7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions
10+ years of wealth transfer and planning experience with U/HNW clients
Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred
Deep experience with clients in the $25+ million net worth segment
Professional network and local market knowledge in location and location markets
Job Expectations:
Ability to travel up to 25% of the time
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
5 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$185k-300k yearly 60d+ ago
Private Client Relationship Manager
Citizens Financial Group, Inc. 4.3
Beverly, MA job
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
* Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
* Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
* Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
* Provide exceptional, high-touch client experiences.
* Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
* Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
* Leverage Salesforce CRM to track activity.
Measures of Success include
* Growth in net new investment assets in collaboration with Wealth Partners.
* Growth in new deposits including checking, savings, and CD balances.
* Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
* Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
* Bachelor's degree (preferred).
* 3 - 5 years of banking, wealth management or other relevant equivalent experience.
* Experience working with affluent and high net worth clients.
* Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
* Demonstrated success in a client-centric, initiative-taking sales environment.
* Experience establishing and maintaining relationships with clients and internal partners.
* Knowledge of industry regulatory requirements to ensure a sound control environment.
* Excellent written and verbal communication skills.
Hours & Work Schedule
* Hours per Week: 40
* Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-Citizens6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
$77k-95k yearly Auto-Apply 6d ago
Credit Product Portfolio Specialist
Wells Fargo 4.6
Boston, MA job
About this role: Wells Fargo is seeking a Specialty Industry Lending Relationship Associate within the Commercial Banking Capital Finance group to manage a portfolio of large corporate ABL accounts. Learn more about the career areas and lines of business at **********************
In this role, you will:
* Lead or participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners
* Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of variable factors
* Independently review and analyze moderately complex client portfolios or partner with senior peers on more complex portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
* Partner with coverage teams within the context of individual deals and client relationships to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
* Perform regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
* Collaborate and consult with peers and functional partners to resolve client servicing requests and inquiries related to their product
* Independently resolve moderately complex situations while developing a sound understanding of policies, procedures, and compliance requirements to meet business objectives and partner with senior peers for more complex issues
* Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
* Contribute to large-scale planning related to a given product and/or specialty's business objectives
* Serve as a mentor for lower level staff
Required Qualifications:
* 2+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 2+ years of experience in Asset-Based Lending (ABL) including credit evaluation and risk assessment as well as knowledge of large corporate lending and working knowledge of ABL and Capital markets
* Experience in reviewing and accurately interpreting loan documentation.
* Effective organizational, multi-tasking and prioritizing skills
* Ability to lead and coordinate with team members across Wells Fargo
* Strong verbal and written communication skill
* Proven track record of success in customer-facing roles with experience building and maintaining client relationships
* Advanced proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word
* Bachelor's degree in Business, Finance, Economics, or a related field
Job Expectations:
* Ability to travel 10%
U.S. only - Pay Range:
* Chicago, Illinois Pay Range: $85,000-$133,000 USD annual
Actual salary is determined by location, experience, and qualifications of the job
May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.
#CommercialBanking
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$77,000.00 - $145,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
11 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$85k-133k yearly 19d ago
Teller Supervisor - Wellesley Hills
Brookline Bancorp 4.1
Wellesley, MA job
Brookline Bank is committed to our customers, colleagues and communities that we serve. Brookline Bank Teller Supervisors are required to demonstrate excellence in customer service and maintain a working knowledge of the Bank's products and services.
What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k.
We are currently hiring a Teller Supervisor in our Wellesley Hills branch. The Teller Supervisor is responsible for all branch operational functions as well as supervising and providing guidance to tellers. The ideal candidate should have banking experience and excellent customer service skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
Principal Duties and Responsibilities
Maintains cash drawer and vault cash responsibilities.
Personally, demonstrates an exceptional knowledge of and adherence to bank operations, security, compliance and cash handling policies and procedures.
Responsible for the accurate and timely completion of the monthly BICR Report.
Ability to prioritize workflow and delegate assignments in order to consistently meet deadlines.
Research and resolve transaction errors in a timely manner.
Evaluate staff schedules to optimize customer service and recommend changes if necessary.
Coach, train and mentor teller team to meet or exceed individual and team sales/service/operational goals.
Provides supervisory authority and approves check cashing within established limits.
Assist the branch manager in monitoring accuracy performance. Inform manager of policy infractions in a timely manner.
Support branch sales initiatives and promotions and contribute to the successful attainment of branch goals by modeling effective sales/service and retention behaviors.
Participates with the Branch Manager in hiring, performance appraisal writing and disciplinary issues.
Job Specifications
Extensive cash handling experience.
Detail oriented and strong organization skills.
Excellent oral and written communication skills.
Direct sales and customer service experience.
Ability to prioritize workflow, strong time management skills and ability to meet deadlines.
Thorough knowledge of bank operating procedures, practice and policies.
Thorough knowledge of all bank products and services.
Excellent decision and judgment making skills.
Enthusiastic, goal oriented and customer focused.
Ability to analyze situations and solve complex issues.
One to two years Sr. Teller experience or one year Teller Supervisor experience.
High School diploma or GED required.
Strong computer skills and familiarity with Microsoft Office (Word, Excel, Outlook).
Work involves sitting, extended period of standing, occasional walking and lifting up to 50 pounds.
Perform all duties in compliance with BSA/AML regulations.
Environment and physical activity
The incumbent is in a front-line bank setting in which the successful candidate may be standing for prolonged periods of time in a non-confined work area and is able to move about at will.
The incumbent spends time writing, typing, speaking, listening, carrying, seeing (such as close, color and peripheral vision, depth perception), sitting, pulling, walking, standing, and reaching and must be able to lift to 15 pounds.
The incumbent may operate any or all the following: telephone, copy and fax machine, adding machine (calculator), scanner, computer, printers and other equipment as directed.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Independent action
The incumbent in this position must be adept at reading and understanding documents, detailed work, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, interruptions.
Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.
$33k-36k yearly est. Auto-Apply 34d ago
Senior Web Designer
Citizens Financial Group, Inc. 4.3
Westwood, MA job
We seek a creative, detail-oriented Web Designer to join our in-house advertising agency. The ideal candidate has a strong understanding of user experience (UX) and user interface (UI) design principles and will be responsible for designing user-friendly, visually appealing digital experiences that align with the Citizens brand.
The right candidate has the drive to raise the bar on creative expression, a deep appreciation for clean, simple design, the desire to collaborate with copywriters and broader teams, and a proven ability to succinctly present and communicate creative solutions. This position will report to the SVP, Digital Channel Management and have a dotted line to the VP, Creative Director of Design, to ensure visual brand consistency.
Key Responsibilities:
* Collaborate with stakeholders to understand business goals and user needs
* Work from agreed upon creative briefs with copywriters, creative directors, web strategists and project management teams to create digital experiences for financial products and marketing initiatives
* Design and develop wireframes, conceptual mockups, website layouts and templates
* Present to partners using sketches, diagrams, and visual comps to demonstrate how solutions will help meet and exceed goals
* Ensure all web experiences are optimized for responsive design
* Stay up to date with the latest web design trends and technologies
* Understand competitive landscape, customer feedback, and metrics to refine user-centered designs
Requirements:
* Bachelor's degree in web design, graphic design, or a related field preferred. A human factors background is a plus.
* Proven experience as a web designer, preferably in the Financial Services sector
* Proficiency with Adobe Creative Cloud design applications and Figma
* Excellent communication and teamwork skills
* Ability to manage multiple projects and meet deadlines
* A versatile team-player attitude
Preferred Qualifications:
* Working knowledge of HTML, CSS, JavaScript, SEO principles and web analytics tools
* Experience with content management systems, such as OpenText TeamSite and Sitecore
* Experience in automated workflow tools like Aprimo, Workfront, Jira, etc.
* Understanding of accessibility standards and best practices
LOCATION
Hybrid in Charlotte, NC, or Westwood, MA, with 4 days/week of in-office collaboration
Pay Transparency
The salary range for this position is $80,000-90,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
$80k-90k yearly Auto-Apply 28d ago
Commercial Banking Summer Intern
Rockland Trust Company 4.5
Brockton, MA job
Being an intern is an incredible opportunity to gain real-life work experience, build professional skills and establish connections. Rockland Trust feels that internships should include meaningful work. As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. With the chance to collaborate across departments, interns at Rockland Trust can expand their network and gain valuable insights into their chosen field. Additionally, Rockland Trust fosters a supportive and caring culture encouraging interns to grow and find their path. We have witnessed many stories of interns building long-lasting careers at the Bank.
Rockland Trust is a community-oriented bank with a rich history of providing exceptional banking services to individuals and businesses across New England. We are committed to offering tailored solutions in commercial banking, including lending, treasury management, and credit services. Our culture of collaboration, integrity, and innovation makes Rockland Trust an exciting place to grow your career.
We are seeking motivated, ambitious rising juniors and seniors to join our Commercial Banking Summer Internship Program. This is an excellent opportunity to gain hands-on experience in the commercial banking industry and learn from experienced professionals who are dedicated to your professional growth.
Job Overview:
The Commercial Banking Summer Intern will work closely with Rockland Trust's Commercial Banking team, supporting various functions within the department. This internship will provide exposure to the world of commercial lending, client relationship management, and credit analysis, among other aspects of the business. Interns will gain valuable insights into the daily operations of a leading community bank while developing skills that are essential for a successful career in commercial banking. The position is in the office Monday-Friday, 8:30 a.m. - 5 p.m.
Key Responsibilities:
Assist Relationship Managers in managing client portfolios, preparing reports, and conducting financial analysis
Conduct research on industry trends, competitor activities, and analyze the client base.
Support the loan application process, including documentation and underwriting. Assist in managing the client onboarding process.
Help maintain accurate client records, prepare reports for internal meetings, and assist in data analytics for executive presentations.
Participate in team meetings and collaborate across teams on various projects
Perform small research projects as needed and participate in customer outreach efforts to gain insights into client needs and business opportunities.
Qualifications:
Currently enrolled as a rising junior or senior at an accredited college or university, pursuing a degree in Finance, Economics, Business, or a related field.
Excellent analytical skills, with an ability to interpret financial data and produce meaningful reports.
Strong communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with financial modeling tools is a plus.
Ability to work independently, manage time effectively, and prioritize tasks in a fast-paced environment.
A strong interest in commercial banking, financial services, and business operations.
Preferred Qualifications:
Previous internship or work experience in finance, banking, or related fields is a plus.
Familiarity with credit analysis or financial modeling is advantageous.
A proactive, team-oriented attitude with the ability to adapt to new challenges.
Rising Junior or Senior in College
What You Will Gain:
Exposure to a wide range of commercial banking activities, including lending, client management, and financial analysis.
Hands-on experience with real-world banking processes and financial tools.
Networking opportunities with experienced bankers and industry professionals.
Mentorship from senior leaders in Commercial Banking at Rockland Trust.
A chance to explore career opportunities within a leading community-focused financial institution.
Competitive internship compensation (if applicable).
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$52k-76k yearly est. Auto-Apply 15d ago
Portfolio Manager ~ Boston
Brookline Bancorp 4.1
Boston, MA job
Principal Objective
To analyze and underwrite credit requests for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio.
Principal Duties and Responsibilities
C redit Underwriting
Analyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary.
Experience underwriting Commercial and Investment real estate deals.
Determine if request is in compliance with Bank policy and note exceptions.
Discuss deal structure, cash flow, collateral, and customer character with Relationship Managers (RM).
Recommend alternative credit structures or products where appropriate.
Accompany RM on customer calls and interact extensively with customers in person and over the phone.
Interact with attorneys and financial professionals including CPA's, CFO's, etc. as needed to assist in the underwriting and closing process.
Present analysis in written proposals for appropriate approvals and present as directed to the appropriate approval authority.
Conducts market surveys through contact with brokers, online research, etc.
Portfolio Management
Manage existing portfolio of customers by tracking and preparing annual renewals for lines of credit, reviews of term debt, and reviews of overdraft lines of credit.
Maintain tracking database with updated information as needed.
Compliance monitoring
Identify potential problem loans and deficiencies.
Assist customers when needed with questions regarding loans and retail products.
Job Specifications (Skills, Knowledge and Abilities Required)
Bachelor's degree in relevant field
2+ years experience in credit
Formal credit training is preferred
Excellent written and oral communication skills
Extensive knowledge of PC applications, including Excel, Word and Access
Performs other related duties as required or directed
Be familiar with and fulfill compliance requirements
Prepare loan memorandums consistently with minimal supervision
Behavioral Skills
Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.
$103k-160k yearly est. Auto-Apply 46d ago
Commercial Loan Processor
Hingham Institution for Savings 2.9
Hingham Institution for Savings job in Hingham, MA
Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective has been to build one of America's great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and success. We have a small, entrepreneurial team - just under 100 people - and we hold ourselves to high standards.
The Commercial Real Estate Group originates conventional, construction, and special situation loan transactions at Hingham - our mandate is broad and flexible. With a flat organizational structure, we offer speed and surety of execution on transactions up to $95 million. We are one of the most profitable banks in the country, we are proudly independent, and we are prepared to deploy significant capital during periods of economic uncertainty and through cycles. For talented commercial real estate lenders, we offer a stable platform for long-term career growth.
About the role
You will be at the heart of Hingham's Commercial Lending Group that finances significant commercial real estate (CRE) projects in Massachusetts, the Washington, DC metropolitan area(DC, VA, MD) and the San Francisco Bay Area. We are a cohesive, goal-driven, team-oriented group which excels under deadlines and delivers exceptional service to its customers. You will be assigned to designated CRE lenders and be responsible for managing the loan closing process from loan approval to closing.
Responsibilities
Your role will include establishing digital loan files, generating financing commitment letters based on approved loan terms and conditions, ordering flood zone certifications, credit reports, titles, and third-party reports comprised of appraisals, environmental site assessments, seismic risk analysis and property condition reports. You will act as a liaison between the CRE lender, the Bank' legal counsel and paralegals as well as a variety of third-party service providers to ensure reports are ordered and delivered in a timely manner and that any documents required from the borrower are collected prior to closing. You will be responsible for reviewing insurance certificates, calculating tax escrows and prepaid interest. You will bring the transaction to closure by ensuring all conditions for closing have been met and settlement can be scheduled. Additional responsibilities will comprise the establishment of financial files and working with the Bank's Quality Control team to collect and organize required financial information as part of the Bank's portfolio management process and provide assistance in the management of the Bank's construction loan portfolio.
Qualifications
* Loan File Management: Establish digital loan files and generate financing commitment letters based on approved terms and conditions.
* Due Diligence & Reporting: Order and review essential third-party reports, including flood zone certifications, credit reports, titles, appraisals, environmental site assessments, seismic risk analysis, and property condition reports.
* Coordination: Ensure reports are delivered in a timely manner and that any documents required from the borrower are collected prior to closing.
* Financial Review: Review insurance certificates and calculate tax escrows and prepaid interest.
* Closing: Bring transactions to closure by ensuring all conditions have been met and settlement can be scheduled.
* Portfolio Management: Establish financial files and work with the Quality Control team to collect and organize financial information; provide assistance in the management of the Bank's construction loan portfolio.
Requirements
* Minimum 3 years experience processing commercial real estate loans
* Knowledge of required legal documentation, loan structure, commercial real estate, with paralegal experience preferred
* Highly organized with a focus on detail and prioritization
* Ability to shift and prioritize tasks in order to meet multiple deadlines
* Ability to work independently and autonomously in a fast paced environment
* A continuous improvement mindset, actively seeking better and more efficient ways to execute tasks.
* Demonstrated commitment to innovation and process improvement.
$39k-45k yearly est. 34d ago
Commercial Lending Specialist
Rockland Trust 4.5
Plymouth, MA job
This position will serve as a resource to the Commercial Lending Center. The Commercial Lending Specialist is responsible for assisting Commercial Lenders with general administrative duties, credit-related activities and special assignments; orders loan documents; gathers credit information on current and potential borrowers; conducts account research; processes commercial loan payments or advances; assists Commercial Lenders in ensuring loan requests are complete; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The Commercial Lending Specialist must communicate and provide information by relevant methods internally and externally to assist and enable organizational operations.
Responsibilities:
Act as a liaison between the Lending Center Manager, Commercial Loan Officers, attorneys, customers & other areas within the Bank.
Prepare documents for loan origination, renewals and closings, such as commitment letters, credit memo, and other required documents.
Order and track documents required to complete loan file including ordering floods; appraisals and ESA's when applicable.
Review documentation against commitment and the credit memo
Assist in coordination of information sent to Credit department for analysis and spreads
Assist customers on a daily basis with various types of banking questions
Learn and assist lending team with implementation of the new nCino commercial loan system
Prepare reports and manage various databases;
Process and track all income and expenses information and review monthly finance reports for accuracy
Complete monthly pipeline report and goals reports
Manage, organize, and update relevant data using database applications
Obtain and review documentation deficiency report and endeavor to cure deficiencies as needed
Management of overdraft report
Interpret financial statistics and other data in order to produce relevant reports. Understand the relevance of key ratios, covenants and documentation exceptions
Assist in ensuring lender compliance with federal laws applicable to Rockland Trust's lending function.
Qualifications:
3-5 years of Commercial Banking experience and knowledge of various commercial loan documentation
Proficiency with Microsoft Office, Excel and Power Point
Ability to create financial and statistical tools and reports using excel spreadsheets
Must be detailed-oriented individual with strong analytical and communication skills
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$48k-63k yearly est. Auto-Apply 22d ago
Universal Banker - North Shore
Brookline Bancorp 4.1
Essex, MA job
About Brookline Bank
Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker to join the team in our Essex branch. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
Principal Duties and Responsibilities
• Process financial transactions including deposits, withdrawals, check cashing and loan payments
• Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
• Proactively develops new customer relationships and expands relationship with existing customer
• Research and resolve all customer problems and inquires
• Interview consumer loan applicants. Submit and close consumer and equity loans
• Educates customers on all products and services and alternate delivery channels
• Cross sell products and services
• Engage in outside business development activities including cold calling and community involvement
• Contribute to the overall branch goals in sales and service
Job Specifications
• High School diploma or GED required
• Previous teller experience and cash handling experience
• Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
• Good oral and written communication skills
• Detail oriented and good organization skills
• Good working knowledge of all bank operating procedures, practice and policies
• Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
• Ability to analyze situations and solve complex issues
$34k-39k yearly est. Auto-Apply 34d ago
Portfolio Risk Summer Intern
Rockland Trust Company 4.5
Norwood, MA job
Being an intern is an incredible opportunity to gain real-life work experience, build professional skills and establish connections. Rockland Trust feels that internships should include meaningful work. As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. With the chance to collaborate across departments, interns at Rockland Trust can expand their network and gain valuable insights into their chosen field. Additionally, Rockland Trust fosters a supportive and caring culture encouraging interns to grow and find their path. We have witnessed many stories of interns building long-lasting careers at the Bank.
Rockland Trust is seeking a summer internship within its Portfolio Risk team, overseeing an $18+ billion credit portfolio. The portfolio consists of 75% commercial loans-including C&I, construction, and commercial real estate (CRE)-and 25% residential mortgage and home equity loans. Interns will support risk analytics and reporting functions, ensuring data accuracy and integrity while assisting with portfolio analysis, loan loss modeling, stress testing, and asset quality reporting.
Key Responsibilities
Assist in the analysis of portfolio risk attributes across various loan types and segments.
Support loan loss modeling and stress testing initiatives.
Conduct data validation and ensure accuracy and integrity of risk data.
Build and maintain dashboards using tools such as Alteryx, Tableau, and PowerBI.
Develop and execute data queries; familiarity with SQL is a plus.
Contribute to the preparation of risk reports and presentations for senior management.
Research and summarize trends in asset quality and portfolio performance.
Qualifications
Rising junior or senior undergraduate student (highly preferred), or graduate student pursuing an MBA, MS in Finance, Statistics, Data Analytics, or a related field.
Majors should be business-oriented and quantitatively focused such as Finance, Economics, Statistics, or Data Analytics.
Strong analytical and problem-solving skills.
Proficiency in Excel and data visualization tools (Tableau, PowerBI, Alteryx).
Basic knowledge of SQL and data querying.
Excellent written and verbal communication skills.
Ability to work independently and collaboratively in a team environment.
Preferred Experience
Prior coursework or internship experience in financial analysis, risk management, or data analytics.
Exposure to banking or financial services industry concepts, especially related to commercial and residential lending.
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$78k-109k yearly est. Auto-Apply 15d ago
Senior Lead Wealth Planning Strategist
Wells Fargo 4.6
Boston, MA job
About this role: The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management.
In this role, you will:
* Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives
* Work with Advisors to develop business opportunities with clients and prospects
* Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies
* Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions
* Coach and educate Advisors to independently implement wealth planning advice to other clients
* Prioritize consulting and interactions with Advisors to serve largest and most complex clients
* Present wealth planning advice during client meetings in clear, concise, and actionable manner
* Collaborate with internal and external partners to promote wealth planning both internally and externally
* Adhere to all planning and risk protocols and procedures
Required Qualifications:
* 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions
* 10+ years of wealth transfer and planning experience with U/HNW clients
* Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred
* Deep experience with clients in the $25+ million net worth segment
* Professional network and local market knowledge in location and location markets
Job Expectations:
* Ability to travel up to 25% of the time
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
5 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$185k-300k yearly 60d+ ago
Private Client Relationship Manager
Citizens Financial Group 4.3
Beverly, MA job
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-Citizens6
$77k-95k yearly Auto-Apply 6d ago
Citizens Teller
Citizens Financial Group, Inc. 4.3
Somerset, MA job
Starting Salary: $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You'll greet our customers in our lobbies. You're comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to questions and/or concerns. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
* Meaningful work & relationships - Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
* Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually.
* Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
* Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
* High School degree or GED
* Minimum of 6 months experience processing transactions (cash and/or digital payments)
* Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
* Strong listening and communication skills
* Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship
* Ability to problem solve and provide solutions to customer issues
* Customer-centric to deliver exceptional service
* Comfortable with using digital technology to support the delivery of business goals
* Ability to work branch hours, which can include weekends and evenings
* Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred Skills/Experience
* 1 year of experience processing transactions (cash and/or digital payments)
* Motivates others, like teammates, business partners, and specialists, through collaboration
* Process-oriented, energetic, detail-oriented and ability to multitask effectively
Hours & Work Schedule
* Hours per Week: 40
* Work Schedule: Varies with branch needs and may include weekends and evenings
* Pay Transparency
* The salary range for this position is $21.00 - $22.70 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
* We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Awards We've Received
Age-Friendly Institute's Certified Age-Friend Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion"
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
$21-22.7 hourly Auto-Apply 1d ago
Commercial Banking Summer Intern
Rockland Trust Company 4.5
Plymouth, MA job
Being an intern is an incredible opportunity to gain real-life work experience, build professional skills and establish connections. Rockland Trust feels that internships should include meaningful work. As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. With the chance to collaborate across departments, interns at Rockland Trust can expand their network and gain valuable insights into their chosen field. Additionally, Rockland Trust fosters a supportive and caring culture encouraging interns to grow and find their path. We have witnessed many stories of interns building long-lasting careers at the Bank.
Rockland Trust is a community-oriented bank with a rich history of providing exceptional banking services to individuals and businesses across New England. We are committed to offering tailored solutions in commercial banking, including lending, treasury management, and credit services. Our culture of collaboration, integrity, and innovation makes Rockland Trust an exciting place to grow your career.
We are seeking motivated, ambitious rising juniors and seniors to join our Commercial Banking Summer Internship Program. This is an excellent opportunity to gain hands-on experience in the commercial banking industry and learn from experienced professionals who are dedicated to your professional growth.
Job Overview:
The Commercial Banking Summer Intern will work closely with Rockland Trust's Commercial Banking team, supporting various functions within the department. This internship will provide exposure to the world of commercial lending, client relationship management, and credit analysis, among other aspects of the business. Interns will gain valuable insights into the daily operations of a leading community bank while developing skills that are essential for a successful career in commercial banking. The position is in the office Monday-Friday, 8:30 a.m. - 5 p.m.
Key Responsibilities:
Assist Relationship Managers in managing client portfolios, preparing reports, and conducting financial analysis
Conduct research on industry trends, competitor activities, and analyze the client base.
Support the loan application process, including documentation and underwriting. Assist in managing the client onboarding process.
Help maintain accurate client records, prepare reports for internal meetings, and assist in data analytics for executive presentations.
Participate in team meetings and collaborate across teams on various projects
Perform small research projects as needed and participate in customer outreach efforts to gain insights into client needs and business opportunities.
Qualifications:
Currently enrolled as a rising junior or senior at an accredited college or university, pursuing a degree in Finance, Economics, Business, or a related field.
Excellent analytical skills, with an ability to interpret financial data and produce meaningful reports.
Strong communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with financial modeling tools is a plus.
Ability to work independently, manage time effectively, and prioritize tasks in a fast-paced environment.
A strong interest in commercial banking, financial services, and business operations.
Preferred Qualifications:
Previous internship or work experience in finance, banking, or related fields is a plus.
Familiarity with credit analysis or financial modeling is advantageous.
A proactive, team-oriented attitude with the ability to adapt to new challenges.
Rising Junior or Senior in College
What You Will Gain:
Exposure to a wide range of commercial banking activities, including lending, client management, and financial analysis.
Hands-on experience with real-world banking processes and financial tools.
Networking opportunities with experienced bankers and industry professionals.
Mentorship from senior leaders in Commercial Banking at Rockland Trust.
A chance to explore career opportunities within a leading community-focused financial institution.
Competitive internship compensation (if applicable).
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$52k-76k yearly est. Auto-Apply 13d ago
Portfolio Manager ~ Boston
Brookline Bancorp, Inc. 4.1
Boston, MA job
Principal Objective To analyze and underwrite credit requests for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio. Principal Duties and Responsibilities
Credit Underwriting
* Analyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary.
* Experience underwriting Commercial and Investment real estate deals.
* Determine if request is in compliance with Bank policy and note exceptions.
* Discuss deal structure, cash flow, collateral, and customer character with Relationship Managers (RM).
* Recommend alternative credit structures or products where appropriate.
* Accompany RM on customer calls and interact extensively with customers in person and over the phone.
* Interact with attorneys and financial professionals including CPA's, CFO's, etc. as needed to assist in the underwriting and closing process.
* Present analysis in written proposals for appropriate approvals and present as directed to the appropriate approval authority.
* Conducts market surveys through contact with brokers, online research, etc.
Portfolio Management
* Manage existing portfolio of customers by tracking and preparing annual renewals for lines of credit, reviews of term debt, and reviews of overdraft lines of credit.
* Maintain tracking database with updated information as needed.
* Compliance monitoring
* Identify potential problem loans and deficiencies.
* Assist customers when needed with questions regarding loans and retail products.
Job Specifications (Skills, Knowledge and Abilities Required)
* Bachelor's degree in relevant field
* 2+ years experience in credit
* Formal credit training is preferred
* Excellent written and oral communication skills
* Extensive knowledge of PC applications, including Excel, Word and Access
* Performs other related duties as required or directed
* Be familiar with and fulfill compliance requirements
* Prepare loan memorandums consistently with minimal supervision
Behavioral Skills
* Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.
$103k-160k yearly est. 45d ago
Teller Supervisor - Wellesley Hills
Brookline Bancorp 4.1
Wellesley, MA job
Brookline Bank is committed to our customers, colleagues and communities that we serve. Brookline Bank Teller Supervisors are required to demonstrate excellence in customer service and maintain a working knowledge of the Bank's products and services.
What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k.
We are currently hiring a Teller Supervisor in our Wellesley Hills branch. The Teller Supervisor is responsible for all branch operational functions as well as supervising and providing guidance to tellers. The ideal candidate should have banking experience and excellent customer service skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
Principal Duties and Responsibilities
Maintains cash drawer and vault cash responsibilities.
Personally, demonstrates an exceptional knowledge of and adherence to bank operations, security, compliance and cash handling policies and procedures.
Responsible for the accurate and timely completion of the monthly BICR Report.
Ability to prioritize workflow and delegate assignments in order to consistently meet deadlines.
Research and resolve transaction errors in a timely manner.
Evaluate staff schedules to optimize customer service and recommend changes if necessary.
Coach, train and mentor teller team to meet or exceed individual and team sales/service/operational goals.
Provides supervisory authority and approves check cashing within established limits.
Assist the branch manager in monitoring accuracy performance. Inform manager of policy infractions in a timely manner.
Support branch sales initiatives and promotions and contribute to the successful attainment of branch goals by modeling effective sales/service and retention behaviors.
Participates with the Branch Manager in hiring, performance appraisal writing and disciplinary issues.
Job Specifications
Extensive cash handling experience.
Detail oriented and strong organization skills.
Excellent oral and written communication skills.
Direct sales and customer service experience.
Ability to prioritize workflow, strong time management skills and ability to meet deadlines.
Thorough knowledge of bank operating procedures, practice and policies.
Thorough knowledge of all bank products and services.
Excellent decision and judgment making skills.
Enthusiastic, goal oriented and customer focused.
Ability to analyze situations and solve complex issues.
One to two years Sr. Teller experience or one year Teller Supervisor experience.
High School diploma or GED required.
Strong computer skills and familiarity with Microsoft Office (Word, Excel, Outlook).
Work involves sitting, extended period of standing, occasional walking and lifting up to 50 pounds.
Perform all duties in compliance with BSA/AML regulations.
Environment and physical activity
The incumbent is in a front-line bank setting in which the successful candidate may be standing for prolonged periods of time in a non-confined work area and is able to move about at will.
The incumbent spends time writing, typing, speaking, listening, carrying, seeing (such as close, color and peripheral vision, depth perception), sitting, pulling, walking, standing, and reaching and must be able to lift to 15 pounds.
The incumbent may operate any or all the following: telephone, copy and fax machine, adding machine (calculator), scanner, computer, printers and other equipment as directed.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Independent action
The incumbent in this position must be adept at reading and understanding documents, detailed work, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, interruptions.
Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.
$33k-36k yearly est. Auto-Apply 46d ago
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