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Rockland Trust jobs in Boston, MA

- 235 jobs
  • Home Equity Customer Liaison II

    Rockland Trust 4.5company rating

    Rockland Trust job in Lowell, MA

    The Home Equity Customer Liaison II will be responsible for outreach and support of home equity applicants from all sources throughout the loan process. The Customer Liaison will review application data for completeness and communicate with applicants by phone and email to welcome, thank, set expectations, ensure applicant understands the selected product/ pricing and promote the use of technology. The Liaison will be the main point of contact and will assist the processing and underwriting teams to create a seamless and efficient process, an exemplary customer experience, and regulatory compliance. Key Responsibilities Customer Experience and Loan Support * Complete a comprehensive application review to gain an understanding of the loan scenario to deliver a "clean file" to loan processors, including income, employment, property and vesting information. * Make timely outbound calls to home equity applicants to welcome customers, collect data, confirm product and customer information, set expectations and answer questions. * Promote digital tools, educate customers on available technology, product requirements and parameters. * Assist customers with providing and uploading required documentation and delivering updates and communicating loan decisions. Compliance, Quality and Reporting * Use available technology to track calls and report success to enable the reporting of results and efficiencies gained. * Report trends in customer questions, requests and issues to management, to better understand customer needs and behavior and implement process improvements * Partner with team managers, retail branches and operations teams to foster relationships and maintain best practices and regulatory compliance. * Stay current on home equity products, regulations, workflow and digital processes. Skills and knowledge * Responsible for knowing and ensuring compliance with applicable laws, regulations and guidelines, as detailed in policies as they pertain to the position * Ability to manage multiple priorities and meet critical deadlines * Ability to understand Bank policies and procedures * Excellent organizational, communication and problem-solving skills * Warm, engaging and confident telephone skills * Ability to work well in a fast paced, team environment * Ability to use online resources/tools to provide information and guidance to internal and external customers Qualifications * 1+ years of mortgage/home equity/consumer loan experience * Proficient in various lending technologies and digital processes 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
    $63k-101k yearly est. 20d ago
  • 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 12d ago
  • Business Relationship Support Specialist

    Wells Fargo 4.6company rating

    Boston, MA job

    **About this role:** Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* **In this role, you will:** + Be accountable for a complex portfolio of customers + Share leadership role with managers to oversee a portfolio of accounts + Identify opportunity for process improvements within the portfolio + Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio + Verify compliance and report identified issues for resolution + Make decisions on complex customer issues + Partner with managers to resolve issues and provides status updates on implementations + Develop expertise in the policies, procedures, and compliance requirements + Handle complex customer issues which include escalation and resolution + Lead team and serve as a subject matter expert for the department + Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals + Interact with internal customers + Receive direction from leaders + Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements **Required Qualifications:** + 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Knowledge and understanding of middle market commercial banking + Customer service focus with the ability to listen to customer needs and recommend solutions + Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA) + Ability to work effectively, as well as independently, in a team environment + Ability to identify cross-sell opportunities and participate in moderately complex customer transactions + Treasury experience + Ability to manage client relationships + Excellent verbal, written, and interpersonal communication skills + Intermediate Microsoft Office (Word, Excel, and Outlook) skills + Strong attention to detail and accuracy skills + Strong organizational, multi-tasking, and prioritizing skills + Face-to-face customer service experience + Knowledge and understanding of business banking compliance controls, risk management, and loss prevention + Experience partnering/collaborating with Commercial Banking Group and/or a Wholesale group + Extensive knowledge and understanding of Commercial or specialty group servicing operations + Knowledge of various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, WCAO, Relationship View, Service View, SVP & WICE **Job Expectations:** + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process + May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards \#commercialbanking **Location:** + 125 High Street - Boston, Massachusetts 02199 + 4 Corporate Drive- Shelton, Connecticut 06484 + 2500 Westchester Avenue- Purchase, New York 10577 Required location listed above. Relocation assistance is not available for this position. **Pay Range:** Boston-Massachusetts Pay Range: $72,,000 - $109,000 USD annual (this range may not be applicable to other locations) Shelton-Connecticut Pay Range: $72,,000 - $109,000 USD annual (this range may not be applicable to other locations) Purchase-New York Pay Range: $72,,000 - $109,000 USD annual (this range may not be applicable to other locations) **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $72,000.00 - $109,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 19 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-509949
    $72k-109k yearly 6d ago
  • Community Lending Officer - Chinatown

    Bank of America 4.7company rating

    Boston, MA job

    Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Originates loans from multiple internal and external referral sources + Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers + Achieves production goals as defined by the business + Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities + Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements + Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications:** + 2+ years of experience in loan originations and/or home buyer education + Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs + Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending + Ability to organize and deliver Home Buyer Workshop presentations + Strong written and verbal communications skills + Self-motivated and highly organized + Ability to prioritize multiple competing tasks **Desired Qualifications:** + Familiar with FHA and HUD guidelines + Knowledge of community housing counseling agencies + Knowledge of local competition product offerings and real estate market dynamics + Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information + Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences + Ability to analyze and comprehend complex financial data and provide appropriate financial solutions + Professional and effective interpersonal skills **Skills:** + Client Management + Customer and Client Focus + Loan Structuring + Oral Communications + Referral Management + Credit Documentation Requirements + Learning Delivery + Presentation Skills + Prospecting + Written Communications + Active Listening + Business Development + Credit and Risk Assessment + Data Collection and Entry + Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $85k-119k yearly est. 5d 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. 28d ago
  • Director of Loan Review

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Norwood, MA

    We are seeking a dynamic and seasoned leader to formally establish the Bank's internal Loan Review department as part of the second line of defense Risk Management function under the purview of the Chief Risk Officer. As a direct report of the Chief Risk Officer, the Director of Loan Review will assume a key role in developing, implementing and maturing the Loan Review function in alignment with the Bank's strategic objectives, size and complexity, credit risk appetite, and regulatory expectations. This role is responsible for ensuring that Loan Review operates independently from Credit Administration and Lending, with appropriate reporting to senior management and the Board. This will include developing appropriate Loan Review Policies, Risk Assessments and Reporting while leveraging analytical tools and techniques to facilitate the effectiveness of the function. The Director will oversee risk-based and adequate coverage of the loan portfolio, and assessing loan rating accuracy, quality of loan underwriting, adherence to policy and monitoring requirements. The individual will define the vision and direction needed to manage Loan Review in alignment with sustainable growth within the credit portfolio and in support of its credit risk profile. The role will require strong governance, oversight, regulatory engagement, collaboration with key stakeholders, integrative thinking, and leadership to build a sustainable, high-performing Loan Review team. This individual will be experienced in working cross-functionally across business lines and with Internal Audit and external parties supporting Loan Review activities. Duties/Responsibilities: Establish, lead, and maintain the independent and objective Loan Review function ensuring the oversight of risk rating accuracy, assessing credit quality and underwriting in adherence to Loan Policy and regulatory expectations. Manage the development, implementation, and execution of a risk-based and comprehensive loan review program, including policy, risk assessment, scope and methodology to assess the quality and risk of the loan portfolios. Lead, mentor and develop internal loan review talent providing guidance and support for performance and professional growth. Manage and oversee any related external outsourcing/vendor relationships which provide assistance to the Loan Review function. Coordinate and oversee the day-to-day activities of loan reviewers to ensure timely and accurate completion of reviews. Conduct in-depth reviews of complex loans and loan portfolios, evaluating adherence to lending policies, the Bank's credit risk appetite and regulatory standards. Reviews loan review reports on all area commercial loan officer's portfolios and discuss loan grades that are different from those assigned by the loan officer, documentation and/or financial statement deficiencies discovered, and any potential concerns with portfolio management, concentrations and/or annual reviews. Prepare and present regular Loan Review reports to senior management, the Chief Risk Officer, and the Board Risk Committee, highlighting key findings, risk assessments, emerging risks, portfolio concentrations, and recommended actions. Maintain accurate and organized records and line sheets of loan review activities (including all workpapers and analysis), ensuring documentation is complete and current. Ensure compliance with internal credit policies, industry standards and regulatory requirements, staying updated on changes in regulations and best practices. Collaborate with credit colleagues and other stakeholders to gather necessary information and provide feedback on loan quality and associated credit risk. Communicate effectively with senior management and appropriate committees, providing insights and recommendations to enhance loan portfolio quality and risk management practices. Implement best practices and innovative approaches to loan review and credit risk management. Interact regularly with regulators on loan review matters. Continuously identifying opportunities to improve business performance, effectiveness and efficiency through process improvements and talent management. Required Skills/Abilities: Strong leadership and team management skills, with a proven ability to build, lead, inspire and develop an inclusive and diverse team Capability and experience with establishing strategic vision and driving change to achieve business targets Effective communication and presentation skills, including senior executive interactions - can present credibly to both large and small groups Takes personal responsibility to lead by example. Understands and appreciates diverse backgrounds. Demonstrates strong ethics and understanding of sound credit risk principles. Develops strong relationships across risk management and cross-functionally with business lines, audit and regulators Articulate and highly effective communicator, with an energetic and approachable style Excellent analytical and problem-solving skills Strong attention to detail and accuracy Proficient in credit analysis and the use of any related software Ability to work independently and collaboratively in a fast-paced environment Education and Experience: Bachelor's Degree, MBA/MS preferred; Education includes demonstrated knowledge in an analytic field 10-15+ years of relevant loan review, credit analysis or credit risk management or a related field within the financial services industry Strong understanding of credit risks associated with more complex C&I lending (including industry specializations), CRE as well as other lending types including construction lending, consumer and small business lending 5-7+ years of people management experience, including experience as a manager Demonstrated experience in leading change, with track record of identifying and implementing opportunities to improve business operations and performance Extensive knowledge of lending practices, credit risk assessment and regulatory requirements Strong knowledge of the applicable credit laws and regulations and the current environment 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, 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 .
    $65k-102k yearly est. Auto-Apply 60d+ ago
  • Financial Solutions Registration Candidate - Northern MA

    Bank of America 4.7company rating

    Bedford, MA job

    Bedford, Massachusetts;Woburn, Massachusetts; Peabody, Massachusetts; Burlington, Massachusetts; Saugus, Massachusetts; Chelmsford, Massachusetts; Burlington, Massachusetts; Acton, Massachusetts; Reading, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description** : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications** **:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications** **:** Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. _ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 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.
    $43k-63k yearly est. 60d+ ago
  • Manual Ethical Hacker

    Bank of America 4.7company rating

    Boston, MA job

    Denver, Colorado;Seattle, Washington; Jersey City, New Jersey; Boston, Massachusetts; Washington, District of Columbia; Charlotte, North Carolina; Jacksonville, Florida; 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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 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. 60d+ ago
  • Document Administrator II

    Bank of America 4.7company rating

    Waltham, MA job

    Waltham, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** The Document Administrator II for the Fulfillment Team within **Global Credit Operations** will serve as the Business Banking "Loan Closing Coordinator" from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment. **Responsibilities:** + Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner + Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment + Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework + Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements + Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding + Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions **Required Skills:** + 1 year of preparing legal loan documents or legal documentation review + 2 years of financial services experience + Excellent communication skills both written and verbal and acts with urgency + Ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity + Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote) + Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines + Commitment to excellent internal and external customer service + Motivated, solution driven and creative thinker + Adapts and embraces change in technology, changes in policies and procedures + Demonstrates the ability to lead and fosters teamwork and change **Desired Skills:** + College Degree preferred + Working knowledge of LoanIQ, HotDocs, and Credit Center + Commercial real estate loan experience + Paralegal experience is beneficial + Comprehension of commercial credit operations + Desire the commitment to take on leadership responsibilities and grow within the role **Skills:** + Attention to Detail + Customer and Client Focus + Data Collection and Entry + Due Diligence + Prioritization + Adaptability + Business Acumen + Oral Communications + Written Communications + Research **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** **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.
    $102k-136k yearly est. 53d ago
  • Credit Underwriter I-Leasing/Healthcare, Education, Not For Profit

    Bank of America 4.7company rating

    Boston, MA job

    Chicago, Illinois;New York, New York; Boston, Massachusetts; Providence, Rhode Island; Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for complex transactions with limited supervision. Key responsibilities include documenting credit analysis, independently assessing historic and projected borrower financial information, evaluating adherence to policy and procedure, providing loan structure analysis and recommendations, and monitoring portfolio performance. **Responsibilities:** + Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility + Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions + Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities + Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process + Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements **Required Qualifications:** + 3+ years of Commercial Credit and/or Commercial Leasing/Equipment Finance experience **Desired Qualifications:** + Undergraduate degree in finance or accounting; MBA preferred. + Experience in the analysis and structuring of complex transactions + Strong credit and risk analysis skills + Strong presentation, structuring and financial statement analysis skills + Proven ability to analyze, interpret and negotiate third party documentation + Proven ability to identify trends and emerging risks in underwriting and client selection **Skills:** + Attention to Detail + Financial Analysis + Underwriting + Written Communications + Analytical Thinking + Credit Documentation Requirements + Credit and Risk Assessment + Financial Forecasting and Modeling + Recording/Organizing Information + Business Acumen + Collaboration + Collateral Management + Loan Structuring + Prioritization **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $65k-96k yearly est. 11d ago
  • SAG Corp/Comm Sr Port Officer

    Bank of America 4.7company rating

    Boston, MA job

    Chicago, Illinois;New York, New York; Boston, 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 (************************************************************************************************* **:** 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:** Typically has 7+ years workout/corporate loan experience. Reports to the credit products head - special assets or the international special assets regional manager. Primary market contact for both internal and external communications. May have managerial responsibility for all levels of credit products special assets associates in assigned market. Experience includes knowledge of bankruptcy law, workout strategies, and commercial credit analysis, structuring and market dynamics. Has corporate special assets credit approval authority and, may become directly involved in workoutstrategies/negotiations.May have international responsibilities and therefore require familiarity with a multitude of different banking and legal systems, as well as senior level bankers and governmental agencies. Lead workout negotiations on agented deals where the bank is lead agent. The Special Assets Group (SAG) Corp/Comm Senior Portfolio Officer is responsible for managing a portfolio of problem commercial credit exposures, with an emphasis on the most complex and high-risk credits. The role is central to protecting the bank's interests by developing and executing effective workout and resolution strategies focused on reducing the volatility and severity of losses and, when possible and appropriate, to maximize revenue and growth opportunities through rehabilitation and retention of existing client relationships. **Responsibilities:** - Manage a portfolio of high-risk/criticized or distressed commercial loans. - Develop and execute workout and resolution strategies tailored to each credit situation. - Serve as the primary contact for all loan-related communications, including borrowers, bank participants, legal counsel, and internal/external stakeholders. - Monitor borrower performance, financial condition, and covenant compliance to ensure timely risk rating adjustments and proactive issue identification. - Prepare credit approval documents, justify recommended strategies, and present to senior leadership for decisioning. - Support asset quality forecasting and reporting efforts. - Ensure compliance with internal credit policies and applicable regulatory requirements. - Collaborate with LOB partners, legal teams, and external bank groups to drive resolution outcomes. - Coach and mentor junior associates on the team to help develop credit and corporate workout skills. **Required Qualifications:** - Minimum of 7+ years of experience in corporate workout, credit restructuring, or related risk management experience. - Strong credit analysis and underwriting skills, including risk rating, structuring, and covenant assessment. - Analytical/technicalskills, including financial accounting, modeling and loan structuring - Strong communication skills; ability to communicate vertically, horizontally, and externally - Industry knowledge across multiple sectors **Desired Qualifications:** - Knowledge of Business Law, a legal aptitude, strong knowledge of contracts, and knowledge of bankruptcy law - Ability to work independently on complex transactions while exercising sound credit judgment - Knowledge of ancillary banking products such as treasury services, derivatives, commercial cards, and deposits - Strong Knowledge of Commercial Loan Documentation - Knowledge of Commercial Credit Structure - Ability for problem solving / critical / creative thinking / mental flexibility - Strong Negotiation Skills - Ability to think strategically, with an eye for detail **Skills:** + Adaptability + Collection Management + Critical Thinking + Problem Solving + Risk Management + Credit and Risk Assessment + Decision Making + Financial Analysis + Legal Structures and Legal Forms + Underwriting + Client Management + Loan Structuring + Negotiation + Oral Communications + Written Communications **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.
    $79k-117k yearly est. 60d+ ago
  • Credit Officer II-Dealer Financial Services

    Bank of America 4.7company rating

    Boston, MA job

    Boston, Massachusetts;Atlanta, Georgia; Tampa, Florida; Providence, Rhode Island; Jacksonville, Florida; Hartford, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members. In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager(RM),Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. **Responsibilities:** + Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury + Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions + Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio + Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners + Negotiates and structures legal documentation related to loans and derivatives + Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle + Trains, coaches, and mentors Credit Analysts and Associates + Serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationship + Working closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio + Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationship + Underwrite and structure complex credit transactions with minimal oversight + Some travel time with face-to-face interaction with our dealer clients + Involved in the negotiation and closing process for transactions in portfolio + Oversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reports **Required Qualifications:** + Minimum of 7 years commercial credit underwriting an analysis with a commercial bank or OEM captive finance organization. + Strong knowledge and comprehension of loan and collateral documentation + Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers + Confidence and ability to develop an independent viewpoint and present a business case to support conclusions + Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus + Coaching and mentoring skills + Strong Microsoft Office Skills **Desired Qualifications:** + Minimum of 10 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization in the auto retail space. Direct customer-facing experience in a goal-oriented environment. + Bachelor's degree in Finance or Accounting **Skills:** + Analytical Thinking + Credit and Risk Assessment + Financial Analysis + Loan Structuring + Underwriting + Attention to Detail + Business Acumen + Financial Forecasting and Modeling + Research Analysis + Written Communications + Business Development + Collaboration + Critical Thinking + Portfolio Analysis + Stakeholder 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.
    $107k-145k yearly est. 60d+ ago
  • IT Field Technician I

    Rockland Trust Company 4.5company rating

    Rockland Trust Company job in Plymouth, MA

    Field Technician I (Network, Telecom, Server, Desktop) Provide a highly available voice and data network by effectively performing network installations, maintenance, and support under the direction of a Network Analyst or the VP of Telecom & Computer Network Systems. Constantly monitor voice and data network availability through network management tools and address problems as they arise. Maintain high levels of customer satisfaction through the proper provisioning of various technology infrastructure services and scheduling. Function as a primary point of contact for telecommunications system related problems and support. Provide a highly available network by closely monitoring the Network Monitoring System alert messages and quickly resolving network related problems. Work with Avaya and the network support group to quickly Isolate network problems and replace defective components. Continue to develop technical skills by working with telecommunications vendors in the configuration and troubleshooting of network components and 3rd level network support in the configuration and troubleshooting of network components. Assist in conducting regular scheduled vendor meetings for the review of problems and project status. These meeting should include agenda items and meeting minutes. Integrate proactive notification of critical network events using NMS, Kiwi alerts, history and performance reporting. Maintains and verifies monthly FCICIA procedure for the network group which includes frame relay availability reports, ISDN testing, Monthly Out of Band testing and Overall Network Availability. Responsible for planning and implementation of telecommunications adds moves and changes. Requirements: An understanding of networking and telecommunications concepts to include a thorough understanding of circuit offerings, i.e. Sonet, ATM, Frame Relay, DDS, T1/T3 multiplexing, TCP/IP and routing concepts. The ability to work with senior network analysts to assist in the resolution of complex technical problems and in the recommendation of solutions. Principles and practices of wide area networks (WAN) architecture and telephony vendor support. 1 to 3 years of network experience (banking industry preferred). Familiar with network management concepts and automation. Hands-on experience with the configuration of Voice and Data equipment, including routers, switches, media servers, telephone and server/desktop connectivity. Proficient with Microsoft Word, Excel, PowerPoint, and VISIO. Able to travel, with the possibility of extended days. Understands and remain up to date with compliance issues, and constantly comply with laws and regulations which pertain to duties. Function as a backup to the Network Analyst Function as a backup to the Telecom Analyst Function as a backup to the Desktop Support Analyst Function as a backup to the Server Analyst
    $62k-99k yearly est. Auto-Apply 60d+ ago
  • Regional Teller Trainee Franklin Area

    Rockland Trust 4.5company rating

    Rockland Trust job in Franklin Town, 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.
    $34k-37k yearly est. 40d ago
  • Privileged Access Management (PAM) Specialist (Active Directory Architecture exp. required)

    Bank of America 4.7company rating

    Boston, MA job

    Boston, Massachusetts;Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for 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** + **Secure Tier 0 Assets:** Implement and enforce privileged access controls for Active Directory, Entra ID, and other Tier 0 systems. + **Attack Path Mitigation:** Use tools like **Semperis, BloodHound, SentinelOne,** to identify and remediate attack paths, reducing lateral movement risks. + **Automation & Scripting:** Develop and maintain PowerShell scripts to automate security tasks and enforce compliance. + **Governance & Compliance:** Ensure adherence to IAM standards, regulatory requirements (NIST, ISO, FFIEC), and internal security policies. + **Risk Assessment:** Evaluate privileged access risks during technology and business decisions; recommend mitigation strategies. + **Collaboration:** Partner with IAM, PAM governance, and infrastructure teams to design and implement secure solutions. + **Continuous Improvement:** Monitor industry trends and propose enhancements to PAM strategy and tooling. + **Incident Response Support:** Assist in investigations involving privileged accounts and Tier 0 systems. **Required Qualifications:** + Strong knowledge of **AD** **Architecture** : + Knowledge of Forest domains, trees. + Must have working knowledge and hands on experience with building trust/FMSO/sites and replication etc. + Knowledge of Microsoft Enterprise Access Model (formerly Tiered Administration Model) + Deep understanding of ACLs and permission models in Active Directory. + Strong **Attack Path** analysis skills + Attack path collection methods: AD Structure/Session/ACL/Local Admin + Ability to write custom cypher queries. + Analyze ACL-based relationships to uncover privilege escalation paths and complex edge structures, enable effective prioritization of remediation efforts. + Maintain Active Directory hygiene by identifying and remediating stale permissions. + **5+ years** in cybersecurity or identity management focused on privileged access or Active Directory security. + **Expert-level knowledge** of Bloodhound, Active Directory and Microsoft Entra ID administration. Must have worked on privileged groups such as Domain Admins/Enterprise admins etc. + Strong proficiency in **PowerShell scripting** for automation and security hardening. Also must have programing experience. + Hands-on experience with **attack path analysis tools** and remediation strategies. + Deep understanding of **Tier 0 infrastructure** , domain controllers, and tiered administration models. + Familiarity with **Zero Trust principles** , least privilege enforcement, and PAM best practices. + Knowledge of **authentication protocols** (Kerberos, LDAP, SAML, OAuth) and federation technologies. + Experience with **cloud identity security** (Azure AD, Entra ID) and hybrid environments. + Strong risk management mindset and ability to influence stakeholders. **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 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.
    $98k-129k yearly est. 6d ago
  • Data Domain Manager

    Rockland Trust 4.5company rating

    Rockland Trust job in Plymouth, MA

    Rockland Trust Bank has an opportunity for a Data Domain Manager. This role is critical to the Bank's transition to a modern data stack, serving as the primary steward and analyst for key data domains or business units. This position will help to directly enable advanced analytics, AI/ML, automation, and improved decision-making across the Bank. The Data Domain Manager will play a pivotal role in not only overseeing the accurate and timely reporting of domain and business unit data, but also acting as a data steward, guiding the organization in broadening data literacy and insights. The ideal candidate will have a strong background in data management, analytics, and financial reporting within the banking or financial services industry. This position will report to the Director of Data Governance. Responsibilities Data Management: Lead the development and implementation of robust data management processes for credit and loan portfolio data using Snowflake, SQL, PowerBI, Python, dbt, and Collibra and other cloud based data technologies. Act as a data steward, ensuring data accuracy, completeness, and consistency, adhering to industry standards and regulatory requirements. Reporting Strategy: Develop and execute a comprehensive reporting strategy for credit and loan portfolios, aligning with organizational goals and regulatory guidelines. Identify key performance indicators (KPIs) and design reports to effectively communicate portfolio performance. Develop detailed reports in Power BI. Stakeholder Communication: Collaborate with cross-functional teams, including risk management, finance, and compliance, to understand reporting requirements and deliver insightful analyses. Actively contribute to broadening data literacy across the organization and present findings and reports to senior management, translating complex data into actionable insights. Technology Integration: Lead effort to transfer reporting to new infrastructure and environment as the Bank engages a new enterprise data management strategy. Quality Assurance: Implement quality assurance measures to validate the integrity of credit and loan portfolio data, conducting regular audits to identify and rectify discrepancies. Qualifications: Bachelor's degree in business, data science, or a related field. Advanced degree (e.g., MBA) is a plus. Proven experience in credit and loan portfolio data management and reporting. Strong analytical and problem-solving skills, with proficiency in data analysis tools and software. Snowflake, dbt, Collibra, Power BI, Microsoft suite, SQL, Python, Alteryx In-depth knowledge of banking regulations and compliance requirements related to credit and loan portfolios. Excellent communication and interpersonal skills, with the ability to convey complex data insights to both technical and non-technical stakeholders. Leadership experience, including managing and developing high-performing teams. 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
    $96k-120k yearly est. Auto-Apply 21d ago
  • Senior Lead Wealth Planning Strategist

    Wells Fargo 4.6company rating

    Boston, MA job

    About this role: The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. In this role, you will: * Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives * Work with Advisors to develop business opportunities with clients and prospects * Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies * Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions * Coach and educate Advisors to independently implement wealth planning advice to other clients * Prioritize consulting and interactions with Advisors to serve largest and most complex clients * Present wealth planning advice during client meetings in clear, concise, and actionable manner * Collaborate with internal and external partners to promote wealth planning both internally and externally * Adhere to all planning and risk protocols and procedures Required Qualifications: * 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions * 10+ years of wealth transfer and planning experience with U/HNW clients * Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred * Deep experience with clients in the $25+ million net worth segment * Professional network and local market knowledge in location and location markets Job Expectations: * Ability to travel up to 25% of the time Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 5 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $185k-300k yearly 42d 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. 24d 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 6d ago
  • Regional Banker I Arlington Area

    Rockland Trust 4.5company rating

    Rockland Trust job in Arlington, 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. 60d+ ago

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