Post job

Rockland Trust jobs in Boston, MA - 409 jobs

  • Portfolio Manager-Investment Management Group

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Boston, MA

    Rockland Trust's Investment Management Group (IMG) is seeking a collaborative, client-focused Portfolio Manager to join our growing wealth management team. This role is ideal for an experienced investment professional who thrives in a relationship-driven environment and believes that exceptional client outcomes are achieved through deep partnership with both clients and internal teammates. As a key member of our IMG team, you will work closely with Relationship Managers, financial planners, trust officers, and other internal specialists to design and deliver fully integrated wealth strategies for high-net-worth individuals, families, and institutions. You will serve as the primary investment expert in client relationships, participating in client meetings, contributing to holistic planning discussions, and ensuring that each portfolio reflects a sophisticated, personalized investment approach. This position combines the analytical rigor of portfolio construction with the interpersonal engagement of a trusted advisor within a supportive team culture that values shared success. Key Responsibilities Partner with Relationship Managers to deliver a seamless, team-based client experience; participate in joint client meetings and strategy sessions. Collaborate with internal financial planners, trust administrators, private bankers, and insurance specialists to integrate investment strategy into comprehensive wealth plans. Provide timely, clear communication to teammates regarding portfolio decisions, client updates, and market developments to support coordinated client service. Serve as a trusted investment advisor for high-net-worth clients, presenting portfolio strategies, performance, and market outlook in a clear and consultative manner. Meet regularly with clients-independently and alongside Relationship Managers-to deepen relationships, understand goals, and adjust strategies as needs evolve. Participate actively in new business opportunities by presenting investment capabilities during prospect meetings and supporting Relationship Managers in the sales process. Take responsibility for designing, implementing, and managing customized portfolios aligned with clients' financial objectives, tax considerations, and risk tolerances. Execute the firm's investment philosophy through equity security selection, fixed-income analysis, asset allocation, and investment manager due diligence. Contribute to and stay informed on IMG's investment committee discussions, research initiatives, and model portfolio development. Ensure portfolios remain compliant with client mandates, internal policies, and regulatory requirements. Maintain accurate and timely documentation of portfolio decisions, client interactions, and investment rationales. Support continuous improvement efforts in investment processes, reporting, and client communication standards. Qualifications Experience: Minimum 5+ years of private wealth or high-net-worth portfolio management experience, including direct responsibility for discretionary portfolios. Education: Bachelor's degree in Finance, Economics, Business, or related field required. MBA or relevant advanced degree preferred. Credentials: CFA strongly preferred; progress toward CFA or other advanced credentials considered. Technical Skills: Proficiency with Bloomberg, FactSet, Morningstar, and other investment analytics platforms preferred. Core Competencies: Excellent communication and presentation skills, with the ability to translate complex concepts clearly for clients Strong analytical and investment research capabilities Demonstrated success building trust and durable relationships A collaborative mindset with a commitment to team-based client service Personal Attributes: Ethical, detail-oriented, intellectually curious, and committed to serving clients as a fiduciary. 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 Job Info Job Identification 2046 Job Category IMG Posting Date 08/27/2025, 02:53 PM Degree Level Bachelor's Degree Locations 2036 Washington St, Hanover, MA, 02339, US Proposed Work Hours 40.00 Targeted Salary Range $160,000 to $200,000 #J-18808-Ljbffr
    $160k-200k yearly 3d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Data Quality Program Manager

    Rockland Trust 4.5company rating

    Rockland Trust job in Plymouth, MA

    About the job: Rockland Trust Bank is driving innovation in how financial services are delivered to our customers and communities. As we expand, we're investing heavily in advanced analytics, data science, and AI to empower smarter decisions, deliver personalized customer experiences, and strengthen our digital transformation. The Data Quality Program Manager plays a central role in building and maturing the Bank's enterprise Data Quality Program. This position is responsible for establishing scalable data quality processes, serving as the administrator for the Bank's data quality tooling, and partnering closely with data owners, stewards, and technology teams to ensure data is accurate, complete, consistent, and usable. The role reports directly to the Director of Data Governance and supports the Bank's broader data strategy, regulatory expectations, and analytics enablement efforts. Key Responsibilities Data Quality Program Development & Governance Design, implement, and continuously improve the Bank's Data Quality Program Develop and maintain Data Quality Policies, Standards, and Procedures. Partner with the Director of Data Governance to integrate data quality practices into the broader Data Governance Operating Model. Coordinate with data stewards and stakeholders to ensure scalable SLAs are implemented, KPI/KRI metrics are reported, and issues are remediated or escalated as necessary Data Quality Tooling & Administration Serve as administrator for the Bank's data quality/observability tool Configure data quality rules, monitors, thresholds, and alerts across critical datasets. Partner with Technology teams to onboard new systems and data pipelines into the data quality platform. Maintain metadata and control logic within the tool, ensuring alignment with the data catalog. Data Quality Monitoring & Reporting Develop dashboards, scorecards, and KPI reporting to track data quality trends and remediation progress. Conduct root-cause analysis in partnership with data stewards, business SMEs, and IT. Maintain issue logs and coordinate follow-ups with stakeholders to ensure timely remediation. Prepare materials for executive committees, audits, and regulatory examinations. Stakeholder Engagement & Enablement Work with business units to define critical data elements (CDEs), data quality rules, and quality expectations. Collaborate with data stewards to interpret results, prioritize issues, and drive accountability. Provide training and change management support to business and technical teams on data quality standards and tooling. Act as a subject matter expert for data quality best practices. Qualifications Bachelor's degree in Information Systems, Data Management, Business, Computer Science, or related field. 3+ years of experience in data governance, data quality, data management, or analytics-preferably within financial services. Hands-on experience with data quality tools, methodologies, data observability platforms, or data catalogs. Strong understanding of data quality dimensions Proven ability to manage cross-functional initiatives and work with business and technology stakeholders. Familiarity with Snowflake, dbt, SQL, Python, Collibra, Power BI a plus Excellent communication, documentation, and stakeholder-management 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.
    $109k-127k yearly est. Auto-Apply 46d ago
  • Private Markets Due Diligence Analyst

    Bank of America 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy, and global markets, delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team develops and maintains robust frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all asset classes, and manages discretionary single asset and multi-asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process, including ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform. This includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, and working on team projects. The ideal candidate will possess: Strong General Partner (GP) network to source high-quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real Estate, Infrastructure, and Private Credit. Company-specific modeling and valuation skills necessary to assess underlying private company investments. Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens. Excellent written and communication skills to present findings clearly and articulately to committees, advisors, and clients. Strong presentation skills are a plus. Comfortable dealing with senior executives at private market firms. Team player capable of working across Investment Solutions Group (ISG) and Business lines. Travel (approximately 25%) involved to meet fund managers and attend annual meetings. Qualifications/Desired Skills: Minimum of 7+ years of investment experience with a focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real Estate, or Infrastructure. Proficiency with Excel, Thompson One, Preqin, and Cambridge data for modeling purposes. Series 7 and 66 licenses or ability to obtain within 120 days of hire required. Age requirement: Must be at least 18 years old. Massachusetts pay and benefits information Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation to search for a job or submit an application, please contact us by calling **************. This dedicated line is exclusively for assisting job seekers with disabilities. Messages left for this purpose will be considered. Responses may take up to two business days. Please note: Messages left for other purposes, such as follow-up on an application or non-disability-related technical issues, will not receive a response. #J-18808-Ljbffr
    $58k-79k yearly est. 4d ago
  • Senior Banker - Medfield Financial Center

    Bank of America Corporation 4.7company rating

    Medfield, MA job

    This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skill Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40
    $89k-155k yearly est. 4d ago
  • Manual Ethical Hacker

    Bank of America 4.7company rating

    Boston, MA job

    Denver, Colorado;Seattle, Washington; Jacksonville, Florida; Charlotte, North Carolina; Jersey City, New Jersey; Boston, Massachusetts; Washington, District of Columbia; Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. Key Responsibilities in order of importance: + Perform assigned analysis of internal and external threats on information systems and predict future threat behavior + Incorporate threat actors' tactics, techniques, and procedures into offensive security testing + Perform assessments of the security, effectiveness, and practicality of multiple technology systems + Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. + Prepare and present detailed technical information for various media including documents, reports, and notifications + Provide clear and practical advice regarding managed risks + Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: + **Minimum of 4 years of** **professional** **pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment** + Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services + SQL injection/XSS attack without the use of tools + Experience performing manual code reviews for security relevant issues + Experience working with SAST tools to identify vulnerabilities + Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings + Experience performing manual web application assessments i.e., must be able to simulate a + Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) + Experience with vulnerability assessment tools and penetration testing techniques + Solid programming/debugging skills + Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map + Threat Analysis + Innovative Thinking + Technology Systems Assessment + Technical Documentation + Advisory Desired: + CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar + Strong programming/scripting skills + Mobile application analysis + Frida + Binary analysis (disassembly skills) **Skills:** + Advisory + Innovative Thinking + Technical Documentation + Technology System Assessment + Threat Analysis + Adaptability + Collaboration + Executive Presence + Scenario Planning and Analysis + Test Engineering + Controls Management + Information Systems Management + Issue Management + Mentoring + Presentation Skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $90k-129k yearly est. 5d ago
  • Wealth Management Client Associate (FP)

    Bank of America 4.7company rating

    Hingham, MA job

    Hingham, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Desired Qualifications:** + Series 7 & 66 preferred **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._ _For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $49k-65k yearly est. 58d ago
  • Regional Banker I South Boston Area

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Boston, MA

    As a Banker at Rockland Trust, you are a key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Each day, you will use your broad range of financial knowledge and communication skills to address customer needs, ensuring that each customer leaves satisfied not only today, but for years to come. With a positive can-do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for executing the bank's promises by proactively identifying opportunities to deepen customer relationships, create a positive work environment, and establish meaningful roots in the community. The Banker position offers exceptional growth opportunity within the banking industry, and provides a solid foundation for developing your banking and customer service skills. If you are a “people person” looking to make a positive impact on the financial well-being of those in your community, then this is the job for you! What You'll Experience: Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed. Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need. Recognition & reward: We believe all colleagues should be recognized for their contributions. Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers. Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work-life balance. Our benefits include: competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision and Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more. Who We Are: At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they're empowered to make a difference for our customers and communities. As one of The Boston Globe's “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we've built a workplace that enhances our colleagues' lifestyle and inspires them to reach their full potential. For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island. What You'll Do: Support customer relationship development and transaction processing to assist the bank in meeting its sales and service goals. Accurately and efficiently execute the day-to-day transactional needs of the bank's client base, including opening and processing all types of accounts (including deposit and loan products), check cashing, balancing cash drawer, performing settlement procedures, and processing withdrawals and deposits for both consumer and business customers within established guidelines and authority. Proactively cross-sell bank products and services to existing and new customers by utilizing the current tools and tracking systems provided. Make qualified referrals to business partners in the areas of investments, mortgage, cash management, etc. Complete the Home Equity application process with customers, communicate and follow up on application requirements and complete the closing process. Achieve individual and team sales and service goals; actively participate in sales promotions. Use a needs-based consultative approach to recommend products or services that will enhance and complement the customer's relationship. Answer both routine and complex questions concerning customer accounts, products, services, policies, and procedure; troubleshoot customer issues and provide follow-through to ensure resolution. Maintain a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided. Use knowledge, experience, and ability to demonstrate self-service channels to customers, including ATM, Online Banking, and Mobile Banking. Utilize the Salesforce platform for customer interactions, conversations, and follow-up. Create and foster a fun, respectful work environment, in collaboration with Branch Manager. Represent Rockland Trust by establishing meaningful roots in the communities it serves. Adhere to operational, regulatory, and security policies and procedures while balancing customer relationships and risk of loss to the Bank. Assume responsibility for additional reporting duties and responsibilities as required. Required Qualifications: Two year degree or equivalent job experience. Minimum 1 year sales experience in a financial or retail environment. Must be or become a Notary Public and NMLS certified. Successfully pass the Level I Business Certification. Proficient in Microsoft Word and Excel with ability to operate a variety of office equipment. Strong verbal and written communication skills. Excellent organizational skills, with attention to detail and accuracy. Strong sales orientation with ability to balance multiple priorities, adapt, and work in a team environment. Ability to work intuitively and find creative solutions should any problems arise. High degree of professionalism and ability to demonstrate tact and diplomacy when needed. Positive approach to interactions with customers and team members. Ability to work within normal office requirements, with long periods of standing and continuous customer support. Ability to lift and carry up to 50 pounds. Willingness and ability to work within a flexible work week, which may include weekends, as customer needs dictate. Ability to successfully complete our training program Preferred Skills/Experience: Two to four years of teller experience preferred. Rockland Trust is the Bank Where Each Relationship Matters . In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources 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. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Now that you've heard a little bit about us, we'd love to hear more about you. Submit your application and come help us strengthen our communities- one relationship a time.
    $41k-73k yearly est. Auto-Apply 60d+ ago
  • Community Reinvestment Act Summer Intern

    Rockland Trust 4.5company rating

    Rockland Trust job in Norwood, MA

    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 intern to provide support in all areas of the Community Reinvestment Act (CRA) Compliance. The position requires strong verbal communication, organizational, and research skills. Excellent computer skills, including experience in Microsoft Word and Excel are critical. Candidate must be comfortable with sorting data in excel, merging data from different workbooks and must be quick to learn other analytical excel formulas on the job. Duties and Responsibilities: Collecting and aggregating market data Support review of donations and services for CRA credit Assist coordination of community outreach meetings Assist in compilation of demographics necessary for performance context used in evaluating CRA posture Provide support in preparation for the FDIC's CRA Examination Other clerical tasks will be assigned by the department as needed. Qualifications: The individual applying for this position must be a flexible self-starter with the ability to work independently and as part of a team in a fast paced multitask environment. Applicants must understand the confidential nature of the department's purpose in the Bank. Excellent computer skills, including Microsoft Word and Excel Ability to multitask in a fast-paced environment Customer service skills Working towards a business or related degree in college. Seeking current college rising seniors working towards a business or related degree who are 21 years of age or older. This internship will involve occasional outreach events at locations requiring attendees be at least 21 years old to attend. 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.
    $34k-39k yearly est. Auto-Apply 28d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Wellesley, MA job

    Wellesley Hills, Massachusetts;Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $72k-117k yearly est. 60d+ ago
  • Account Processing Specialist (Temporary Assignment)

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Plymouth, MA

    Rockland Trust is currently seeking an Account Processing Specialist (Temporary Assignment) for our Plymouth office. This position focuses on the accuracy and verification of all new accounts and provides operational support to the Deposits Department and the Retail Branch network. This position will be responsible with assisting in the daily operations of all phases of Account Processing including but not limited to Certificates of Deposits, interest adjustments, change of addresses, operational support for CDAR and ICS processing and Electronic Account Opening. This position requires a great deal of verbal and written communication with both internal and external customers. Primary Duties and Responsibilities: Perform all operational support for Certificates of Deposits, i.e. process renewals, daily pending, and verification of all transactions, collateral holds and unposted items. CDAR and ICS processing. Verification of all new accounts for proper set up and related paperwork and regulatory compliance. Process all title change requests. Perform maintenance to the RMS system. Process address change requests. Process all accounts opened online. Scan, index and verify all paperwork to the Doc Viewer system. Monitor all Contact Notes and process accordingly. These include combined statement requests, address changes, closed accounts, and type changes. Verify daily, monthly and quarterly reports related to various jobs. Perform interest adjustments. Assist manager with annual processes B Notices, Abandoned Property, W8 Ben recertification. Additional Responsibilities Include: Verify daily, monthly and quarterly reports related to various jobs Perform interest adjustments Process closed accounts Process C Notices Support Branch, CIC and customers with inquiries Process Opt In/Opt Out requests Prove General ledger accounts daily Assist with Abandoned Property mailing and maintenance. Mail daily notices Process returned statements Other tasks as requested Job Requirements: Strong analytical skills to evaluate the interconnectivity and accuracy of data. Working knowledge Microsoft Word, Excel, PowerPoint and Outlook. SharePoint. The incumbent must be dependable, highly organized, possess effective communication skills and the ability to work independently. Ability to establish and maintain effective working relationships Updates job knowledge by participating in educational opportunities Must be able to perform general office duties, including but not limited to maintaining supplies and distributing communications when needed May be required to lift and/or move up to 20 pounds Education and/or Experience Requirements High school diploma or equivalent required. Branch processing knowledge is a preferred. 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.
    $49k-67k yearly est. Auto-Apply 4d ago
  • Wealth Management Summer Analyst Program - Private Bank 2027

    Bank of America Corporation 4.7company rating

    Boston, MA job

    With more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and customized solutions to help meet our clients' unique wealth structuring, investment management and credit needs. The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions. What we offer and what you'll experience: Our Private Bank Summer Analyst Program is designed to offer you the unique opportunity to work in and gain exposure to the various teams within The Private Bank including Relationship Management, Trust & Wealth Structuring and Investment Management. Our structured summer internship provides extensive on-the-job training where you are aligned to a high-performing client team to gain hands-on experience and knowledge to serve ultra-high-net-worth clients ranging from business owners to corporate executives to entrepreneurs and innovators. In addition to receiving educational content and exposure to various thought leaders, you will be provided with coaching, mentorship and volunteer opportunities throughout the program. What you'll do: As a summer analyst, you will participate in robust programming and skills-based curriculum and gain exposure of daily client-related tasks such as: * Helping with new business generation, prospect cultivation and client engagement * Managing the execution of client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers * Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client * Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports * Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information * Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration * Providing administrative coordination with trading, operations and client service teams Who we're looking for: We are looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial with an interest in gaining a sophisticated, well-rounded skillset aligned to wealth structuring, credit and banking, trust and relationship management. Required: * Students must be pursuing a Bachelors or Bachelors direct to Masters degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * Demonstrated record of achievement such as extracurricular activities or leadership roles * Passion for investing and a strong understanding of finance * Excellent communication and presentation skills * Analytical, quantitative and critical thinking skills * Strong interpersonal skills with an ability to work effectively within a team * Ability to think independently and demonstrate good judgment * Strong time management and organizational skills * Ability to multi-task with a strong attention to detail Preferred: * 3.2 minimum GPA preferred * Technical skills such as Excel and PowerPoint Bank of America is unable to consider candidates that will require visa sponsorship, now or in the future, for this specific role. Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st shift
    $79k-109k yearly est. 3d ago
  • Customer Information Center/Call Center Summer Intern - Plymouth

    Rockland Trust 4.5company rating

    Rockland Trust job in Plymouth, MA

    Rockland Trust is seeking a Summer Intern to join the team in the Customer Information Center/Call Center. 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 hiring for Summer Interns in the Customer Information Center/Call Center. Locations are flexible, with offices in Brockton, Franklin, Lowell, and Plymouth. This is an in-office position, Monday-Friday, 8:30 a.m.-5:00 p.m. * This is a great opportunity to learn all about Banking Products while in college * Are you looking for an opportunity to grow personally and professionally? * Are you passionate about Customer Service? * Do you enjoy learning new skills and making others feel valued? * Do you have an interest in personal finance? * If you answered yes, then we want to hear from you! Responsibilities At Rockland Trust, we believe that each relationship matters - and that starts with our Call Center Representatives. We take pride in the care and excellent service provided by our call center staff. We handle it all - from loans to checking accounts, online banking and more - you will engage customers in all areas of banking, as well as identify any financial needs they may have. Variety is the spice of life, and we have it in spades! As a Summer Intern, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We have a fantastic training program that will prepare and support you throughout your career with ongoing classes. Qualifications * Rising Juniors or Seniors studying Business or related degree preferred * Basic understanding of banking or finance * Good communication, problem solving, and organizational/time management skills required * Proficient computer skills, use of Microsoft Office, and ability to navigate multiple systems without assistance. * Excellent Customer Service 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.
    $35k-40k yearly est. 26d ago
  • Commercial Loan Servicing Specialist

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Middleborough, MA

    Rockland trust is searching for a Commercial Loan Servicing Specialist. This role will be responsible for performing all duties associated with servicing the Bank's commercial and business banking loan portfolios. Provide superior customer service to the Bank's customers, lending units and branches. Maintain a comprehensive knowledge of the Horizon system, loan products and processes. Position Responsibilities Perform transactions and maintenance on Business Banking and Commercial loans. Process renewals, extensions and modifications for all products. Process advances, pay downs, payoffs and maintenance as assigned. Monitor, maintain and update rate and payment change records as required. Research and resolve servicing issues in support of lending units and customers within scope of authority and expertise. Ensure compliance with state and federal regulations, Bank policy and department procedures. Answer telephone inquiries for internal and external customers. Assist in developing and updating procedures. Perform any other duties and special projects as assigned. Position Qualifications Minimum of two years' experience in loan servicing. Comprehensive knowledge of the Horizon Loan System or similar servicing application. Excellent PC skills, including Microsoft Office products as well as FIS Horizon, nCino, Datascan and Sharepoint. Strong knowledge of the various types of financial instruments specific to the repayment of debt. Ability to work independently in a multi-tasking environment while meeting critical deadlines. Proven ability to solve complex issues and complete assigned tasks with minimal supervision. Strong interpersonal communication with a focus on providing excellent customer service. Must have excellent organizational skills; be detail-oriented, accurate and self-motivated. At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they're empowered to make a difference for our customers and communities. As one of The Boston Globe's “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we've built a workplace that enhances our colleagues' lifestyle and inspires them to reach their full potential. For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island. Rockland Trust is the Bank Where Each Relationship Matters . In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources 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. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $42k-79k yearly est. Auto-Apply 9d ago
  • Cyber Security Privileged Access Management (PAM) Analyst

    Bank of America 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position Summary: Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank's Information Security strategy and policy, manages the Information Security program, identifies and addresses vulnerabilities and operates a global security operations center that monitors, detects and responds to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements. Role Description: This role is primarily responsible for ensuring that relevant Privileged Access Controls are adequately enforced across platforms and applications to comply with IAM Standard. Partner with PAM Governance leads to ensure that Privileged Access Controls are appropriately measured, reported and governed. Apply industry PAM best practices, templates, and documentation while also proposing improvements based on practical knowledge. Document and convey PAM related requirements to technology partners to build/implement enhanced PAM solutions that are efficient, effective, and modern and able to result in material risk reduction in sustainable manner. Collaborate with stakeholders to develop PAM requirements that iteratively support long term PAM modernization and transformation (covers Process, Data and Technology aspects). Provide education to team members and technology partners regarding the proposed changes to PAM controls. Partners with the policy governance team for socialization and publication of proposed changes to the PAM Standard Takes accountability for addressing PAM risks. Proactively identify risk and ways to continuously enhance and improve BAC's PAM controls. Implement and take decisive actions in finding solutions. Drives towards intended outcomes. Engage senior management to provide factual, transparent, and timely reporting on existing and emerging PAM or information security risks. Active participation in GIS IAM/PAM forums including but not limited to Monthly IAM Stakeholder Forum and Control Owner Forum for standard and Single Process Inventory (SPI) enhancements. Supports audit issues for closure and sustainability Required Qualifications: 7 years relevant hands-on experience in PAM in complex and heterogenous technology environment. Deep experience with Linux, Windows, Cloud scale Identity, Access Management (Single Sign-On, Multi Factor Authentication), Authorization services or design and architecture of PAM services Deep knowledge of bank financial practices and policies and ability to adapt to fast changing environment Working level experience with IAM platforms such as Ping Identity, Active Directory OpenLDAP, OpenDJ Experience in consumption of Web Service APIs such as JSON / XML Hands on experience and involvement in large and complex projects. Expert level knowledge of privileged access management methodologies and techniques for on-prem and Cloud implementation. Expert level knowledge of authentication platforms such as Active Directory, LDAP, Kerberos, LDAP, Radius. Expert knowledge of PAM related tools which support session proxy, vaulting, just-in-time provision, integration with service management tool would be an advantage. Deep security knowledge which covers core technology infrastructure (network, storage, servers, databases, etc.) identity management and application security practice. Deep knowledge on Federation platforms or protocols such as Oauth, OpenID, SAML, WS-Fed, etc. Good knowledge and understanding of PAM-specific laws, rules, and regulations within the financial services sector. Proficient in Microsoft Office suite of products with ability to quickly analyze and synthesize large volumes of data. Familiarity with security standards such as NIST, ISO/EC, FFIEC. Understanding and interpreting BAC's established information security Policy, Standards, Procedure and Guides, and applying this knowledge to related PAM decisions and response. Possession of CISSP certification would be an advantage. Knowledge of Compliance Certifications such as SOX, SOC, SOC2. Serve as the Subject Matter Experts in advising BAC business and technology counterparts on effective ways to achieve or exceed compliance with applicable Policy, Standards, Procedures and Guides. Proficient in articulating facts and data-driven plans and to partner with stakeholders to implement intended solutions to drive risk reductions and adherence to PAM standards. Strong attention to detail and advanced analytical skills. Excellent communication and presentation skills. Able to effectively prioritize multiple tasks. Proven track record in delivering outcomes that result in sustainable risk reductions in PAM. Ability to work independently on initiatives with little oversight. Motivated and willing to learn. Confident and effective in delivering messages across a wide spectrum of individuals with varying degrees of technical and business understanding This job will be open and accepting applications for a minimum of seven days from the date it was posted Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100) Pay and benefits information Pay range$78,200.00 - $137,700.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $78.2k-137.7k yearly Auto-Apply 60d+ ago
  • Privileged Access Management (PAM) Specialist (BloodHound experience highly desired)

    Bank of America Corporation 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for developing and supporting enterprise-wide information security policies, procedures, and standards. Key responsibilities include applying knowledge of laws, rules, regulations, and information security concepts (e.g., NIST, COBIT, ISO) to establish and maintain policies, validate alignment of processes and controls to requirements, and report on adherence to policy requirements. Job expectations include using data analytics and partnering with internal teams to verify policy compliance, identify gaps in coverage, and support remediation activities. Summary: Join one of the largest financial institutions in the U.S. as a Privileged Access Specialist dedicated to safeguarding the bank's most critical assets. This is a fantastic opportunity to work on cutting-edge cybersecurity initiatives focused on Active Directory, Microsoft Entra ID, and other Tier 0 infrastructure. You will play a pivotal role in defending against advanced threats by implementing robust privileged access controls and eliminating attack paths. If you are passionate about identity security and thrive in high-stakes environments, this role offers the chance to make a measurable impact on the security posture of a global enterprise. Key Responsibilities: * Deploy and configure BloodHound for enterprise environments (AD and Azure AD). * Collect and analyze data using SharpHound collectors and interpret graph-based attack paths. * Develop and execute custom Cypher queries to uncover advanced attack vectors. * Collaborate with red and blue teams to simulate adversary techniques and validate defensive measures. * Provide actionable recommendations to mitigate identified risks and harden Active Directory environments. * Maintain documentation and reporting for findings and remediation strategies. Required Qualifications: * Hands-on experience with BloodHound and SharpHound in enterprise-scale environments. * Strong understanding of Active Directory architecture, privilege escalation techniques, and common misconfigurations. * Proficiency in Cypher query language for graph-based analysis. * Familiarity with defensive use cases for BloodHound and integration into security operations. * Knowledge of identity security best practices and attack path management. Desired Qualifications: * 3+ Years technical experience in attack path analysis * 5+ Years experience administering Active Directory and Entra (formerly AzureAD) * CISSP, CISM, or equivalent security certifications. * Offensive Security certifications (e.g., CEH, OSCP, CRTP) or red team focused credentials are a plus. * Experience with PAM vendors and tools (CyberArk, Hashi, BeyondTrust, etc.). * Familiarity with compliance frameworks (NIST, ISO/IEC, FFIEC) Shift: 1st shift (United States of America) Hours Per Week: 40
    $94k-132k yearly est. 10d ago
  • Fraud Prevention Investigator

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Plymouth, MA

    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 40d ago
  • Call Center Representative - Brockton

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Brockton, MA

    At Rockland Trust, we believe that each relationship matters - and that starts with our Call Center Representatives. We take pride in the care and excellent service provided by our call center staff. We handle it all - from loans to checking accounts, online banking and more - you will engage customers in all areas of banking, as well as identify any financial needs they may have. Variety is the spice of life, and we have it in spades! As a Call Center Representative, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We have a fantastic training program that will prepare and support you throughout your career with ongoing classes. Service incoming customer calls following established policies and procedures in an efficient and quality manner. RESPONSIBILITIES Ensure every transaction is processed correctly by confirming transaction with caller to ensure a mutual understanding. Identify opportunities to grow customer relationships with bank through referral programs. Utilize all available resources, and communication skills to resolve customer inquiries or issues to avoid escalation to extent possible. Complete all training requirements on time. Identify process improvement ideas with CIC management team. Become a candidate to act as a peer coach for new hire representatives. Communicate system issues promptly to management. Other duties as assigned by CIC management team. QUALIFICATIONS High School diploma required (4 year college degree or equivalent work experience preferred) Fluency in Spanish or Portuguese strongly preferred. Basic understanding of banking or finance Good communication, problem solving, and organizational/time management skills required Prior customer service experience preferred. Prior sales experience a plus. Proficient computer skills, use of Microsoft Office, and ability to navigate multiple systems without assistance 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.
    $33k-38k yearly est. Auto-Apply 32d ago
  • Commercial Review Appraiser

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Brockton, MA

    The Commercial Reviewer Appraiser will report to the VP Commercial Appraisal Review Manager. Responsibilities: The Commercial Review Appraiser is primarily responsible for reviewing and providing written Standard 3 Appraisal Review Reports on externally prepared Appraisals of commercial and investment residential properties, to ensure that the methodology, market data, and analysis is reasonable and supported. Reviewers also document that the Appraisal Reports conform to USPAP, FIRREA, and Rockland Trust supplemental standards, and act as a liaison between the Bank and third party valuation providers. Additional duties may include performing internal Restricted Appraisal Reports, maintaining an internal database of sale and market data, assisting Loan Officers in understanding appraisal concepts and methodologies, and working with external valuation providers to resolve valuation disputes or report deficiencies. Qualifications: Massachusetts (and/or Rhode Island) Certified General Real Estate Appraiser License and valid driver's license. Working knowledge of the supply and demand dynamics of the New England commercial real estate markets including all primary commercial property types Minimum of five years' experience as a commercial real estate fee appraiser, or commercial review appraiser in an institutional setting Excellent written and verbal communication skills, and ability to exercise sound judgment in a regulated financial services risk management role Familiarity with LIHTC developments and both residential and commercial construction projects is a plus. The jobholder must be able to prioritize, multi-task, and at times work under stringent deadlines while maintaining a level of professionalism and mutual respect which are backbones of the Rockland Trust organization 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.
    $59k-76k yearly est. Auto-Apply 26d ago
  • Private Bank Associate - Trust

    Bank of America 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Works with Trust Officer(s), responsible for managing a book of fiduciary/trust relationships, to meet client needs and expectations Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Qualifications: Minimum of 1 year of experience with a financial institution focusing on client service and sales High net worth client service and sales experience desired BS/BA degree in Business, Finance or Economics desired Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100) Pay and benefits information Pay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $28.5-40.3 hourly Auto-Apply 7d ago
  • Investment Consultant II - Merrill Premium

    Bank of America 4.7company rating

    Lincoln, RI job

    Lincoln, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction **Desired Qualifications:** - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $57k-96k yearly est. 26d ago

Learn more about Rockland Trust jobs

Most common locations at Rockland Trust