Investment banker jobs in Concord, NH - 55 jobs

Job Level : Any Level of Education : High School/GED Job Type : Full-Time/Regular Date Updated : 11/21/2025 Years of Experience : Up to 2 Years Starting Date : Invalid Date Salary : $0 Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community. Qualifications: To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties. ESSENTIAL DUTIES & RESPONSIBILITIES Demonstrate awareness, commitment and dedication to servicing and building customer relationship Gain full knowledge of the products and services offered by the Bank Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services Responsible for operational compliance and adherence to bank policies and procedures Gain full understanding and knowledge of the teller function Consistently deliver exceptional customer service Perform additional duties as requested, needed or assigned Experience and Skills JOB REQUIREMENTS Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings Ability to lift 30 pounds Basic knowledge of keyboard and computer skills Ability to perform basic arithmetic operations with the use of a calculator Must have basic business acumen and professionalism Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated Must have reliable transportation Fluent in written and verbal English Willing to become a Notary Public in MA Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing) EDUCATION & EXPERIENCE High School Diploma or GED Two plus years of teller or cash handling experience with accurate balancing record Customer service experience and/or sales experience preferred WORKING CONDITIONS/PHYSICAL DEMANDS Normal business office environment PAY RANGE: $20.04 - $26.05 - hourly The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Back to job search

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

About Arcadia Financial At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like its Saturday. Our world-class, five-star firm caters to the millionaire next door, providing expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, wed love to meet you. Job Summary As a Financial Advisor at Arcadia Financial, you will play a critical role in guiding clients toward financial success. You will develop personalized financial plans, provide strategic investment advice, and build long-term relationships that foster trust and financial growth. You will collaborate closely with our tax and estate planning teams to ensure holistic financial solutions that align with clients' long-term objectives. This is not a sales role; you will be responsible for managing and growing an established portion of an already existing book of business. This job is base salary plus commission Key Responsibilities Develop Comprehensive Financial Plans: Create customized financial strategies tailored to clients unique needs, goals, and risk tolerance, incorporating investment, retirement, tax, and estate planning components. Provide Holistic Investment and Wealth Management Advice: Recommend diversified investment portfolios, asset allocation strategies, and risk management approaches that align with clients financial aspirations and life stages. Enhance the Client Experience Through Proactive Engagement: Build and maintain strong client relationships through regular strategy meetings, financial check-ins, and personalized communication to ensure evolving needs are met. Collaborate with Tax and Estate Planning Teams: Work closely with in-house tax professionals, estate planners, and legal advisors to deliver integrated financial solutions, including tax-efficient investment strategies, wealth transfer planning, and legacy preservation. Monitor Market Trends and Financial Regulations: Stay ahead of market developments, regulatory updates, and industry best practices to provide clients with the most relevant and strategic financial guidance. Ensure Compliance and Ethical Standards: Uphold all industry regulations, internal compliance policies, and ethical standards to safeguard clients' interests and financial well-being. Collaborate Across Internal Teams: Partner with investment analysts, financial planners, and client service associates to deliver seamless, high-quality financial solutions that address every aspect of a clients financial journey. Qualifications Bachelors degree in Finance, Business, Economics, or a related field. Certified Financial Planner (CFP) or similar certification preferred but not required. Series 65 certification required. 5+ years of experience in financial advising, wealth management, or a related role. This is not an entry level advisor position - experience required. Strong analytical and problem-solving skills with a deep understanding of financial products and markets. Excellent interpersonal, communication, and presentation skills. Proficiency in financial planning software and CRM tools. Ability to work independently while contributing to a collaborative team environment. Compensation Structure: Hybrid compensation model. Base salary depending on experience up to $120,000. Plus commission on AUM and Insurance. Arcadia Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.

Flexible Bank Housing Concierge - (26110) Description Flexible Bank Housing Concierge (Nights) Earn £12. 60 per hour Flexible Work, hours to suit you PeterboroughWe can't offer a CoS for this role Home, a place where you belong Have you been looking to earn some extra cash while keeping to your current commitments? Now you can! What's more, you'll be making a difference! This is an exciting time to join Home Group - one of the UK's largest housing providers and be part of our brilliant flexible bank. You'll be supporting our amazing customers while picking and choosing the shifts you want to work. What you'll do There is so much more involved than just (night working), stuck in an office monitoring CCTV or patrolling the premises. The first line of support for our customers when our wider team or their own support network isn't around to help!You'll manage the health and safety of the building, patrolling to check fire doors, making sure everything is locked and secure. Thinking on your feet and managing a situation on the spot, such as investigating suspicious activity or raising the alarm when we need to engage the emergency services. Finally, if there is time, you'll also help us make sure that everything is clean and tidy, so you need to be ok with wielding the mop or broom as well! Why join us This is more than a job, it's a place where you feel valued. You get great training, support from friendly colleagues and a chance to make a real difference every day. Be part of one of the UK's top 10 Great Places to Work! You have Flexibility to work at short notice, as you'll be the one picking your next shift Confidence to work in different services, locations or teams and get on with colleagues Passion and experience in supporting others, ideally in a supported housing setting Experience of caring for others - professionally or personally Calm, confident decision-making even under pressure Stronger together We do our best work when we're ourselves. That's why inclusion, wellbeing, and our diversity networks help make Home Group a great place to work! The practical bits Although you'll work nights / lone work, we do get together regularly in the daytime for training and team meetings. You need an Enhanced with barring list (we pay for it) Our service is based in Eastfield on the outskirts of Peterborough City centre. What's in it for you?We're a living wage employer. That means you're paid a fair hourly rate for every hour that you work. On top of this, you'll also receive holiday pay This is a job with weekly pay and you'll be paid 1 week in arrears from when you worked After you have been paid for your first shift, you'll get access to our brilliant shopping discount scheme! Over 800 high street discounts on groceries, holidays, and days out. Save money with us You'll get access to our excellent learning portal to develop your skills further We're sure you'll enjoy working for us, so if you want to stick around, you're able to apply for all Home Group Job Opportunities (even the internal only ones!) Find out more Click APPLY NOW to see our Housing Concierge job description, find out about us, find out about us and for help to apply. Roles can close early, so don't wait. For reasonable adjustments email recruitment@homegroup. org. uk Work Locations: Peterborough (Eastfield Road) Eastlands 386 Eastfield Road Peterborough PE1 4REClosing Date : 29. Jan. 26, 11:59:00 PM

We are seeking candidates who possess an entrepreneurial spirit and have the ability to build long-term mutually beneficial relationships. Our business has no size limitations and offers you the thrill of a start-up with the financial stability of an established industry leader. As a Commodity Lumber Trader, you will… Provide value to customers by feeding them information on the market pricing, and product availability. Actively join forces with your partners on our trading floor. Unearth deals from your suppliers. Get a charge out of existing relationships and prospect for new business with energy. Manage your open orders with single-minded devotion to detail. Enjoy lively and dynamic conversations. You Must Be… The best or be working to get there. Gregarious, you've never met a stranger. Book-smart or street-smart, but brilliant is okay too. Focused, you never take your eye off the ball. Persistent, hard-working, honest, accountable, and you must love your mother (we don't require a note). Fun-loving Not For you if… You get hurt feelings when customers tell you ‘no'. You are average, grumpy, boring or complacent. Technology gives you a headache. You like earnings capped. At Seaboard you will play an active role in enhancing our leadership culture by joining a group of innovative women and men with the drive to be the best in their profession. You and your partners on the trading floor provide fast-paced market information and product to buyers across North America and around the globe. Learn the renewable resource trade of commodity forest products through our extensive training program and develop a career that will enable you to reach your personal financial goals while making a meaningful positive impact on others. For forty years we have celebrated our people - Seaboard's greatest asset.

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.

Resume Bank and Interest Form UTEC, Inc. Background on UTEC, Inc. UTEC's promise is to ignite and nurture the ambition of our most disengaged youth to trade violence and poverty for social and economic success. UTEC's outcomes-focused model begins with intensive street outreach, reaching proven high-risk youth where they're at. UTEC engages youth in workforce development and educational programs, and provides mental health services and intensive case management. Social justice and civic engagement are embedded in all programming. For more info, please visit **************** UTEC is committed to its vision for Diversity, Equity and Inclusion which pledges to honor the lived experiences and expertise of individuals; create community and celebration of cultures; challenge all forms of oppression; and embody a culture that leans into discomfort and recognizes it as a growth opportunity. UTEC is dedicated to fair and equitable compensation practice, the health, mental health, and overall well-being of young adults and staff and to creating an environment that supports work-life balance and the individual and professional growth of all. Summary Whether we currently have open positions or not, UTEC is always interested in learning about people with a passion for our work with young adults. The purpose of this form is to collect information on individuals interested in working with us and the young adults that we serve. When an opportunity arises that aligns with your experience, we will reach out to see if you are available to consider a role with us. Thank you for your interest in UTEC! Positions We are currently developing a resume bank for the following youth-facing positions. If you feel your experience may align well with one of these roles, we encourage you to add your resume to our system so that we can reach out when a position becomes available. Young Adult-Facing Roles: Educator, Program Director, Transitional Coach, Youth Worker, etc. Outreach & Inreach: Streetworker, Re-entry Coach, etc. Other: I'm interested in working with UTEC, but in a different capacity! Salary/Benefits: Salaries are commensurate with experience and the position applied for. UTEC offers a competitive benefits package that starts with 4 weeks of vacation (3 standard for all new employees and a week of agency-wide closure between the Christmas and New Year holidays), 12 holidays, 10 sick days, 2 personal days, health, dental and vision insurance, life insurance, first time homeowners support, an annual cost of living increase, a 401k retirement plan, a $1,200- $1,800 annual wellness benefit and professional development support. With time, benefits grow to include up to 6 weeks of vacation, 80% coverage of employee health and dental insurance costs and availability for a 3 week sabbatical. UTEC also stresses the importance of work-life balance and offers several wellness opportunities including additional time off (i.e. for the past two years we have closed at 3pm on Fridays during the summer months), an employee assistance program, down payment assistance for first time home buyers, parental leave, bereavement supports and unlimited free coffee!

It is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker I promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution. Responsibilities Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker I is proficient in all teller transactions, opening of personal accounts, basic business accounts, and domestic wire transfers, among other technical and people skills. Operational Excellence - Ensures quality and accuracy of work. The Banker I possesses a solid basic understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment. Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals. Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks, and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately. Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is Required some college Work Experience 6-12 months teller or similar customer service-related experience within banking; or a recent graduate of the Banker Trainee Program is Required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds. Licenses and Certifications Must attain designation of Notary Public within 6 months. Required Expected Pay Range The expected annual pay range for this role is $37,927 to $54,024. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Job DescriptionRole: To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish. Essential Functions & Responsibilities: - Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.- Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.- Respond to all telephone and/or E-mail correspondences on the same day as they are received.- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.- Assures that appropriate records are maintained and required reports are prepared. - Performs other related duties, as assigned. Knowledge and Skills: Experience Previous Member/Customer Service or Financial Service Experience, required Cash Handling Experience, required Previous Lending Experience, is a plus Education A high school education or GED Post-secondary education, desired Interpersonal SkillsWork involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills * Sales Acumen * Strong Computer Skills * Good Communication Skills * Detailed Oriented * Ability to Multi-task * Problem Solving Skills, essential * Organizational Skills * Attention to Details * Basic Math Skills * Ability to work independently and part of a team Physical Requirements* Ability to sit for long extended periods of time * Ability to bend, twist, squat and reach Work EnvironmentMember facing/Fast Paced/Team Oriented Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place.Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. ______________________________________________________________________________________________________________ Position Summary: The Community Banker II is responsible for acquiring, developing, and managing consumer & small business relationships within the designated territory. The Community Banker II will actively pursue new, home equity loans, mortgage loans, small business loans & deposits. This role will seek referral opportunities from current and prospective customers through ongoing sales activities and will also be heavily invested in community events and the development of COI relationships. Essential Duties and Responsibilities: Subject matter expert in small business loans and in state and federal government backed residential loans. Structure and work through larger more complicated loans Cultivate and foster relationships with consumer & small businesses to uncover opportunities and assess their banking needs. Guide and assist customers through the loan application and closing process, providing status updates and guidance on document collection, next steps, and loan closings, all while ensuring strict compliance with regulations and laws. Analyze applicant financial profile, credit, and property evaluation to determine feasibility of granting loans, or submitting applications to the Credit Department for verification and recommendations. Meet or exceed established goals in loans, deposits, referrals and ancillary services. Participate in scheduled business development meetings with other business lines to identify prospects and areas of opportunity. Maintain high levels of activity by scheduling many preset appointments each week with consumer & small business customers. Develop and maintain community advocacy through centers of influence and community service. Manage a portfolio of consumer & small business customers within designated market(s) Joint calling, collaboration and partnering across all business lines to ensure customer experience and production goal attainment. Update CRM and sales tracker weekly. Develop and maintain a working knowledge of all bank products and services. Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements. Maintain an awareness of the competitive landscape and leverage that knowledge to better serve clients. Significant travel is required for this position within assigned territory. Employees will use their personal vehicle with occasional night and weekend obligations. Basic Qualifications : Bachelor's degree (B.A.) from four-year college or university 5+ years related experience and/or training in retail banking, business sales and/or lending Proven success in sales; understanding sales process and business life cycle NMLS# or ability to obtain Maintain a community network of realtors, Certified Public Accountants, and small business owners NMLS# or ability to obtain Must be self-motivated, goal oriented and driven to provide exemplary customer service and achieve referral goals Demonstrable proficiency with Microsoft Office and computer systems Flexibility: Willingness to perform work outside of regular responsibilities to fit the business needs Ethical: Adheres to a core set of values. Clearly understands the importance of integrity and honesty Preferred Qualifications: Undergraduate degree in business Business development and/ or portfolio management experience, with prior experience working with customers through complex transactions involving multiple meetings and negotiations Proven track record originating both consumer and business loans Established and successful community network of realtors, Certified Public Accountants, and small business owners Skills and Abilities: Ability to read, write and interpret reports, financial statements, and correspondence Strong communication skills; engaging presenter who can reach audiences and build trust Sales goal oriented, dedicated and focused on goal attainment while providing exemplary customer services Organized, articulate team collaborator. Efficient, continuously looking for ways to improve process The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or to equalize peak work periods to balance workloads. ________________________________________________________ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _____________________________________________________________________ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Apply today to join our team! Be part of something bigger At MCH, you'll collaborate with a diverse and knowledgeable team, contributing to the high-quality care we provide to our community. We value your passion for patient care and teamwork. We are seeking a dedicated and detail-oriented individual to join our team as a Patient Financial Services (PFS) Representative. In this role, you will play a vital part in ensuring that our patients receive the necessary support and guidance regarding their financial responsibilities related to healthcare services received at our facility. The PFS role is essential in the revenue cycle operations of our organization, and works collaboratively within the Patient Financial Services department. Responsibilities: * Patient Financial Counseling: Provides comprehensive financial counseling to patients, including explaining insurance coverage, benefits, and out-of-pocket expenses. * Billing Inquiries: Addresses patient inquiries regarding billing statements, insurance claims, and payment options in a timely and empathetic manner. * Verification and Authorization: Verifies insurance coverage and obtain necessary authorizations for medical procedures and services as required. * Payment Processing: Processes patient payments, set up payment plans, and assist with financial assistance applications. * Documentation and Recordkeeping: Maintains accurate and up-to-date records of patient interactions, financial arrangements, and insurance information. * Collaboration: Collaborates with other departments, including Billing, Admissions, and Clinical staff, to resolve patient financial issues and ensure a seamless patient experience. * Compliance: Adheres to all relevant regulations, policies, and procedures related to patient financial services and healthcare billing practices. * Continuous Improvement: Identifies opportunities for process improvement and contribute to the development and implementation of best practices in patient financial services. * Uphold the values of MCH: Compassion, Collaboration, Honesty, and Respect. * And More: Other duties as assigned. If you are a dedicated professional looking to being a new journey in the healthcare industry, we encourage you to apply. Join our team and contribute to the mission of our small non-profit hospital, where every employee plays a vital role in providing quality healthcare to our community. Qualifications: * High school diploma or equivalent required; Associate or Bachelor's degree preferred. * Prior experience in healthcare finance, medical billing, or customer service is highly desirable. * Strong communication skills with the ability to explain complex financial concepts in a clear and understandable manner. * Excellent interpersonal skills with a compassionate and patient-centered approach. * Proficiency in using computer applications, including Microsoft Office and healthcare billing software. * Detail-oriented with strong organizational and problem-solving abilities. * Ability to maintain confidentiality and handle sensitive information with professionalism and integrity. * Willingness to work collaboratively as part of a multidisciplinary team in a fast-paced environment. Working Hours: Full Time Salary: Competitive salary based on experience. Monadnock Community Hospital is a nonprofit community hospital dedicated to providing accessible, high-quality, and compassionate healthcare services to our community members. With a commitment to improving the health and well-being of our patients, we prioritize excellence in care delivery while fostering a supportive and inclusive environment for our staff. If you're a passionate and team-oriented individual seeking a rewarding career, we encourage you to apply! About Our Benefits: Amazing people deserve amazing benefits. We strive to employ and retain the most highly qualified individuals by providing equitable wages and benefits, promoting from within, and supporting the continuing education efforts of our staff. You will be valued and rewarded for the work you do here with excellent pay and outstanding benefits. At MCH, you'll find great opportunities for career advancement as well as personal and professional growth. Full-time employees enjoy: * Health insurance * Dental insurance * Vision coverage * Flexible spending accounts * Life insurance * Short and long-term disability insurance * Accident and Critical Illness insurance * Identity theft insurance * Retirement savings plan * Lifestyle spending account * Free membership to local gym * Generous paid time off plans * Opportunities for professional development and training * Positive work environment with a supportive team and opportunities for growth * Scholarship Opportunities * Tuition reimbursement Apply Now! or click the Apply button above About Monadnock Community Hospital: Reach new heights at Monadnock Community Hospital. MCH is a critical access hospital in beautiful, historic Peterborough, New Hampshire. For 100 years, we have provided outstanding care to our communities, earning a reputation for excellence that has made us one of New Hampshire's most successful and beloved small hospitals. Join a culture of Compassion, Collaboration, Honesty, and Respect! Our employees are the heart and soul of Monadnock Community Hospital. In every department and at every level, MCH employees go above and beyond to deliver an exceptional patient experience in an atmosphere that is healthy, friendly, respectful, and personally fulfilling. About the Monadnock Region: A great place to live, work, and play. One of the best things about working at Monadnock Community Hospital is that you get to live in a community that offers an amazing quality of life. The state of New Hampshire consistently ranks in the Top Ten of all American states for its overall quality of life. Towns are small and friendly here, crime is low, schools are good, and the air and water are clean. Balance meaningful work with a great life. Here in the Monadnock Region, you can enjoy a standard of living that is hard to match anywhere. Let's start with our mountain for which we are named. Around the 3,165 foot Mount Monadnock with 100-mile views are forests, woods, lakes, and protected rivers providing abundant opportunities for hiking, biking, kayaking, fishing, cross-country skiing - you name it! And if you're into the arts, the region also offers a lively arts scene, with galleries, theatres, and concert venues. * New England community spirit * Family-friendly * Arts and culture * All-season outdoor recreation * Just 1.5 hours to Boston Are you ready for a great job in a great place? Are you ready for a career the supports your aspirations? Are you ready to work in the best place you've ever lived? Apply Now! or click the Apply button above Our small hospital is committed to diversity, inclusion, and equal opportunity employment. We welcome applications from individuals of all backgrounds and abilities. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, disability status, veteran status, or any other characteristic protected by law.

Primary Accountabilities / Responsibilities: Performs any functions necessary within the scope of authority and expertise, to provide the highest levels of customer service and responsiveness to our customers. Personal Banker Skills: Active participation in individual, team, and Bank goals as set forth by branch manager. Opens all types of accounts and assists customers with their existing relationships. Performs account maintenance and processes requests. Demonstrates and maintains knowledge of Bank's products and services and uses this knowledge to offer solutions based on the customer's needs. Proactively promotes the Bank's products and services within the branch, at off-site events, and in the community. Maintains relationships and may initiate new ones by outbound telephone calling to existing and prospective customers. Responds to customer inquiries and complaints in a timely and diplomatic manner (usually within 24 hours). Remains current on market conditions regarding products, product updates, and new technologies through available resources. May provide notary services for our customers. Teller Skills: Superior Service Quality Ensures excellence in customer service and always maintains service standards. Acts as a resource to identify customer servicing issues so that a resolution can occur, and customer's relationship is retained. Responds to customer requests, problems, and/or complaints, and if unable to immediately assist that customer, ensures the proper hand-off to the appropriate person to assist. Recognizes opportunities to suggest/cross-sell other Bank services to customers. Operations Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, cash, checks, credit card advances. Participation in individual, team, and Bank goals as set by the Branch Manager. Adheres to internal controls/policies regarding audit, dual control, security, regulatory compliance, cash limits and robbery procedures, which protect the Bank, employees, and customers. Security Ensures the prevention of fraudulent activities through adherence to Bank policies and procedures. Adheres to branch security procedures detailed in the HFG security manual. Education And Experience: High school diploma/GED required Cash handling experience preferred At least 2 years customer service experience 1-2 years banking experience preferred Computer skills required Knowledge of Microsoft products a plus Fluency in a second language is a plus An Affirmative Action/Equal Opportunity Employer of protected veterans and individuals with disabilities. Applicants for employment are considered without regard to race, creed, color, religion, sex, gender identity, sexual orientation, marital status, genetic information, national origin, age, disability, status as a veteran, Vietnam Era Veteran, or being a member of the Reserves or National Guard. Also, 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.

FHC is a family-owned company that has been growing since 1999. We're committed to delivering exceptional customer experiences while meeting or exceeding federal and state safety standards. Our diverse portfolio spans both Public and Private Sectors, and we take pride in our reputation for quality and compliance. We're looking for motivated and compassionate individuals who share our dedication to excellence. If you thrive in a fast-paced environment and want to make a meaningful impact, FHC is the place for you. Essential Functions Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions. Establish contact with customers to recover delinquencies and offer available solutions to repay their accounts placed with FHC. Locate/skip-trace customers using state of the art skip-tracing tools combined with internet access. Record accurate and detailed notes, maintaining log of communication and all collection activities for each file. Ensure all performance deadlines, objectives, and goals are met as set by department standards. Adhere to consumer protection laws and FHC's standard practices and policies. Competencies Must possess excellent verbal negotiation, customer service and persuasion skills. Well organized, results driven, and able to work in a high volume and fast-paced office environment. Flexibility to adapt and resolve challenging situations calmly and professionally. Ability to prioritize and manage multiple tasks, exercising sound judgement. Ability to work required full time schedule, consisting of 3 shifts 8am-4:30pm EST and 2 shifts 11:30am-8pm EST. and potentially ad hoc Saturday's (8am-12pm). Attendance and punctuality are a must. (Reliable transportation is required.) Work Environment Federal and State contractor Call/Contact Center. In office: North Andover, MA

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED required * 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals * Ability to effectively ask questions and identify needs to improve the customer relationship * Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions * Demonstrated skills in using digital technology to support the delivery of business goals * Aptitude to problem solve and provide solutions to customer issues * Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Ability to work branch hours, which can include weekends and evenings * Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. * Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience * 1 year cash handling experience Hours and Work Schedule * Hours per Week: 40 * Work Schedule: Varies with branch needs and may include weekends and evenings * Pay Transparency * The salary range for this position is $25.92 - $28.18 per hour, plus an opportunity to earn additional incentive earning. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. * We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion" Human Rights Campaign Corporate Equality Index 100 Award

Nucar Ford of Plymouth, NH is looking to hire a full-time Automotive Sales Consultant - with the unique opportunity to train as a Backup Finance Manager. Are you looking for more? Perhaps a schedule that allows you to make great money while still having a life? Do you enjoy the challenge of closing a deal? Are you tired of working in an environment where profits are more important than your customer's best interests? Would you like to work for a well-established, award-winning automobile dealership with an outstanding reputation? With base pay to support you as you grow your skills, this role is perfect for the individual who enjoys working with people, loves sales, and has a drive for excellence. All this just 30 minutes from Concord, NH. If so, please read on! To be clear, there is no limit to your earnings. This is just one of the programs we offer to support our valuable sales staff. Many of our Automotive Sales Consultants earn $55,000-$125,000+/year. Our top Sales Consultants earn in excess of $200,000 per year. We also offer generous benefits as well as a great schedule - the best in the industry! Special Opportunity: Backup Finance Manager Training In addition to your primary sales role, this position includes the opportunity to train as a Backup Finance Manager.You will receive hands-on training from our experienced Finance team and learn: How to prepare and finalize finance & lease documents Compliance and customer protection standards Product presentation techniques (warranties, protection plans, etc.) Lender communication and approval processes Best practices for improving customer experience through Finance This training prepares you to step in when needed and opens the door to future advancement into a full-time Finance Manager role within our dealer group. What We're Looking For A go-getter attitude. Strong communication skills and a genuine love for working with people. Willingness to roll up your sleeves and dive into a fast-paced, exciting industry. Drive to succeed (pun intended). Automotive sales experience is required. We are looking for individuals who aspire to exceed expectations and deliver exceptional results - for themselves, the customer, and the company. Are you looking for a long-term career, are professional in appearance and demeanor, want to get paid to talk about automobiles, are a goal-oriented team player, and have excellent communication and interpersonal skills? If so, you might be perfect for this position! Why Nucar Ford of Plymouth? Career growth opportunities, including pathways into Finance and leadership roles within our expansive dealer group. Great Staff: Be part of a team that values collaboration and mutual respect. Flexible Schedule: 5 days per week - no Sundays! Schedules are typically provided 1 month in advance. Achieve a true work/life balance! Comprehensive benefit package: DCD Automotive Holdings/Nucar is dedicated to ensuring a positive growth experience for employees. We offer a competitive benefits package that includes: Medical, Dental, Vision Coverage Company paid basic life insurance Short & Long-Term Disability Insurance Paid Vacations, Paid Holidays, & 401(K) with company contributions Company provided uniforms About Nucar Ford of Plymouth Nucar Ford of Plymouth is an award-winning part of the Nucar Family of Dealerships - one of the fastest-growing dealerships in the New England area. We are able to serve all of New Hampshire, Massachusetts, Vermont, Delaware and Rhode Island with an extensive new and used inventory located in each of these states. Family-owned for more than 80 years, we operate with honor and integrity. We have a customer-focused philosophy and believe in being a supportive and contributing member of the community. The trust we have established in the community would not be possible without our valued staff. In addition to top pay and excellent benefits, our employees enjoy working in an environment of purpose and belonging.

Join Our Team as a Digital & Business Banking Specialist! Are you passionate about technology and customer service? In this role, you'll be the go-to expert for our digital banking products and business banking services. You'll assist clients and internal teams with inquiries, troubleshoot technical issues, perform account maintenance, and ensure smooth, secure electronic transactions. From onboarding business clients to monitoring system functionality and spotting potential fraud, you'll play a key role in delivering exceptional banking experiences. This position is hybrid with an operations center in West Lebanon, NH. We're looking for a tech-savvy problem solver with strong communication skills, a customer-first mindset, and the ability to thrive in a fast-paced environment. If you have 2-3 years of banking or related experience, proficiency in Microsoft Office, and a desire to grow with a forward-thinking team, we'd love to hear from you. Apply today and help us shape the future of digital banking!

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get + Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. + Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually + Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. + Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration + Self-motivated, confident and ability to multitask effectively + Ability to work branch hours, which can include weekends and evenings + Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. + Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience + 1 year cash handling experience Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and may include weekends and evenings + Pay Transparency + The salary range for this position is $24.87 - $26.47 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. + We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 02/07/2026

Role: To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish. Essential Functions & Responsibilities: - Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information. - Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information. - Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions. - Respond to all telephone and/or E-mail correspondences on the same day as they are received. - Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs. - Assures that appropriate records are maintained and required reports are prepared. - Performs other related duties, as assigned. Knowledge and Skills: Experience Previous Member/Customer Service or Financial Service Experience, required Cash Handling Experience, required Previous Lending Experience, is a plus Education A high school education or GED Post-secondary education, desired Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills * Sales Acumen * Strong Computer Skills * Good Communication Skills * Detailed Oriented * Ability to Multi-task * Problem Solving Skills, essential * Organizational Skills * Attention to Details * Basic Math Skills * Ability to work independently and part of a team Physical Requirements * Ability to sit for long extended periods of time * Ability to bend, twist, squat and reach Work Environment Member facing/Fast Paced/Team Oriented Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The Personal Banker plays a key role in providing retail banking services and products to consumers and small businesses. The Personal Banker is “North Shore Bank” to these Retail customers. Thanks to the competence of these employees, most customers will feel as if is this representative is their “personal banker.” ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Relationship Building and Business Development: Identify the unmet needs of existing and potential customers and recommend appropriate solutions; Open new accounts, including compiling and preparing new account paperwork and applications; Promote and provide details of new products and services, from loans to mobile solutions; Participate in customer/prospect meetings or joint visits with other departments (i.e. investment center, business banking, loan referrals, etc.); And participate in community events to strengthen our important local ties to each neighborhood we serve. Achieves individually assigned productivity targets and assists branch to achieve branch targets Proactively contacts customers for additional products/services, to confirm satisfactions or to determine actions for maturing CDs, documenting in Contact Management System (CRM) Customer Service: Engage customers to deliver an exceptional customer experience with every interaction; Leading by example to deliver same “well north” experience Assist customers with existing accounts, accurately providing every type of transaction support, including accepting deposits, making withdrawals, issuing checks, and accepting loan payments; And handle dispute resolution or general inquiries about policies and procedures. Branch Operations: Assist with all facets of branch operations, including opening/closing the branch, the preparation of transactions for scanning (i.e. branch capture, indexing, etc.), balancing and transmitting transactions, updating customer information, balancing and replenishing ATM, and weekly cash ordering/shipping. Conduct all work in accordance with bank policies and procedures and regulatory standards to ensure safety and soundness. Assists colleagues in systems/procedural/policy training to insure proficiency Competencies: Committed to ensuring customer satisfaction; is willing to do whatever it takes to keep customers happy and create repeat business. Excellent interpersonal and communication skills; enjoys engaging with people. Strong computer skills and is familiar with a wide range of technological applications, particularly mobile banking and online banking; Strong decision making skills; must possess the ability to independently assess situations and issues as they arise and quickly come to a resolution with little to no supervision, while also recognizing when and to whom issues should be escalated; Enthusiasm for their job and always strives to do the best work possible to give their customers the best experience available; Organized and can multitask without difficulty; Demonstrates teamwork by working well with others and celebrates the success of colleagues; Thorough, realizing any oversight could result in customer dissatisfaction REQUIREMENTS High School or equivalent combination of education and experience Two years of customer service and/or successful consultative sales experience in a goal-oriented, customer contact environment. Financial institution branch, lending, customer service/and sales is strongly preferred. Two years demonstrated proficiency in Banking preferred Strong communication skills. Detail oriented with initiative and the ability to work independently in a fast paced environment Demonstrate initiative in problem resolution and accepting opportunities to exceed customer expectations. Able to work independently and complete work assignments under limited supervision and in accordance with general instructions. Proficient PC skills and capable of working multi-faceted systems Notary Public and NMLS licenses preferred NSB offers competitive benefits packages, which include the following: Medical and dental insurance through Blue Cross, available on day 1 - no waiting period! Vision insurance through VSP FSA/DCA/HSA accounts Fitness, Weight Watchers, and mindfulness reimbursements, and other subscriber-exclusive programs Hospital Indemnity Insurance through The Hartford Short and Long Term Disability Paid Family Medical Leave 401K Defined Contributions Bank-paid Identity Theft and Credit Protection, including social media monitoring Bank-paid life Insurance and ADD Voluntary life and ADD Supplemental insurance for accident, cancer, dental, and life through Aflac Bank-paid business travel insurance Paid Time Off Tuition Assistance Employee Assistance Program Pet insurance through Nationwide Employee Referral Bonus Banking discounts Service recognition program Jeans Day Employee perks and discounts at The Y, Working Advantage, and more At North Shore Bank, we are committed to creating a place as diverse as the communities we serve. Our core values shape the decisions we make every day and help to define our company culture and it is these values that comprise what we call, “well north of your expectations”. Our core values include leadership, integrity/transparency, respect, adaptability, collaboration, accountability, and empathy. North Shore Bank is an EOE. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.