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Investment banker jobs in Maine - 76 jobs

  • Relationship Banker - Maine Market

    Bank of America 4.7company rating

    Investment banker job in Portland, ME

    South Portland, Maine;Portland, Maine; Portland, Maine; Saco, Maine; South Portland, Maine **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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 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.
    $36k-44k yearly est. 7d ago
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  • Investment Banker - Nordic

    UBS 4.5company rating

    Investment banker job in Stockholm, ME

    Your role Are you a strong analytical project manager and problem solver with an entrepreneurial drive? Are you able to quarterback and drive executions and manage internal and external stakeholders? Do you want to get exposure to strategic deals with highly visible clients - both corporate and global financial sponsors? Do you want to leverage a winning franchise to develop your own client relationships further? Are you motivated by a high intensity, high reward, proposition, with significant lateral room to grow into a senior leader? We're looking for someone like that who can help us: * Make a difference for our clients and colleagues through thoughtful analysis, new idea generation, and commitment to excellence * Be able to quarterback and drive the execution phase of transactions * Prepare and coordinate client and internal materials * Collaborate across teams and be the driver who collates and distils the inputs from various teams to a cohesive output * Create partnerships within the team, the firm at large, and with clients to increase the depth of relationships at all levels * Motivate and inspire others by providing a vision of shared goal * Mentor, coach, and support the development of junior colleagues * Contribute to our positive culture and initiatives * Grow into a senior leader and contribute to origination over time Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * 6 to 8 years of prior Investment Banking experience from a Bulge Bracket Investment Bank or Elite M&A Boutique * Safe pair of hands with experience quarterbacking origination and execution projects * Strong technical, modelling, and analytical skills gained through origination and execution projects of projects across M&A / ECM / LCM * Team player who takes responsibility and accountability for their work * Acts as a mentor and leader for the junior team and the key link between the senior origination team and our more junior colleagues * Great communicator, whether presenting to clients and senior executives, concise and clear written and spoken communication skills * Eager to learn, ready to challenge themselves, and motivated to join a highly successful team with significant lateral room to grow * LI-GB About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $140k-261k yearly est. 43d ago
  • Community Banker I

    Katahdin Trust Company 3.5company rating

    Investment banker job in Maine

    Have you been thinking about working for a company that offers advancement opportunities, is more fulfilling, understands work-life balance, and where you can make a difference? Whether you are looking for your first job or thinking about a career change, Katahdin Trust Company could be the right fit for you! When you join the Katahdin team, you will become a part of a growing organization committed to helping the communities we serve to grow and prosper. You will become a part of one of the “Best Places to Work in Maine,” committed to helping our employees succeed. We will provide you with the tools, resources, and educational opportunities to foster and grow your career with us! We offer a generous benefits package to include Health, Dental, Vision, Profit Sharing, 401(k) match, Employee Stock Ownership Plan, paid time off, and more! Find yourself in banking and join Katahdin Trust! We are currently accepting applications for a: Community Banker I, Presque Isle Responsibilities include: Learning the complete line of transactional duties Performing a wide variety of customer service functions Learning the Bank's products and services offered Learning and using all applicable bank software Display a strong commitment to customer satisfaction Responsible for establishing, growing, and retaining customer relationships as well as developing and fostering branch growth Qualifications include: High school graduate or equivalent Excellent customer service skills Flexible and work well in a team environment Fully computer literate Prior banking experience preferred A clean criminal background history and satisfactory to Bank standards credit report are required
    $70k-127k yearly est. 47d ago
  • Private Client Banker - Maine Area

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Falmouth, ME

    JobID: 210705428 JobSchedule: Full time JobShift: : 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: **************************************************************************
    $67k-159k yearly est. Auto-Apply 2d ago
  • Community Banker II

    Camden National Bank 3.5company rating

    Investment banker job in Brunswick, ME

    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!
    $49k-88k yearly est. Auto-Apply 43d ago
  • Private Client Banker - Maine Area

    JPMC

    Investment banker job in Falmouth, ME

    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: **************************************************************************
    $45k-98k yearly est. Auto-Apply 3d ago
  • Personal Banker (Teller)- Madison Branch

    Skowhegan Savings Bank 3.5company rating

    Investment banker job in Madison, ME

    Skowhegan Savings Bank seeks an individual to join our Madison team as a Personal Banker. This onsite position is full-time (37.5-40 hours per week), schedule is Monday-Friday with occasional Saturday hours. Reporting to the Branch Manager, Personal Bankers provide excellent customer service in processing transactions such as deposits, withdrawals, check cashing, selling money orders, cashiers or travelers checks, processing loan/credit card payments and savings bond requests, handling cash advances and providing customers with both direct and telephone assistance. This position helps to build and maintain solid customer relationships. A Personal Banker understands the Bank's products and services and presents additional services as options to meet customer financial needs. As the Personal Banker advances through their career and gains additional experience, the Personal Bankers III & IV are responsible for a full range of banking services with an emphasis on developing, building and retaining strong customer relationships for customers with basic deposit and lending needs. Personal Bankers III, process routine and complex teller transactions efficiently and accurately while meeting the Bank's Customer Experience standards and may have vault cash and ATM responsibilities. Contributes to the overall sales growth of the Bank by engaging in customer conversations to explore financial needs and goals and recommend solutions forming long-lasting customer relationships. Core Personal Banker I Duties and Responsibilities: Greets customers and facilitates a welcoming and customer-focused environment utilizing Integrity Customer Service principles. Processes customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to established Bank policies and procedures. Maintains acceptable cash balancing record. Generates new business and expands relationships with current customers by cross-selling bank products and services and using High Definition Banking (HDB) techniques. When opening new account HDB customer follow up procedures and guidelines will be adhered to. Builds customer loyalty by developing relationships and offering exceptional customer service. Responds to customer inquiries and concerns by researching and identifying positive solutions or referring to appropriate staff or department for resolution. Maintains a thorough knowledge of and performs end-of-day activities including branch proof. Removes deposits from, counts, and balances cash within the ATM's, recyclers and night depositories. Prepares Currency Transaction Reports and other reports required by law or regulation and ensures compliance with all regulatory requirements, bank policy and procedures. Maintains and ensures adherence to safety and security issues, policies and procedures. Utilizes the Bank's Customer Relationship Management tool to manage customer relationships and make necessary referrals. Attends and participates in training courses and workshops to advance products knowledge and customer service skills. Attends various functions/community events to enhance the image and presence of the bank in the market area as required. This position works in a rotating schedule on Saturdays as assigned May train for other functions within the Personal Banker area. Assumes additional responsibilities as assigned. Requirements Education and Experience: Personal Banker I: High School Diploma or equivalent GED required (exception for high school branch teller) One year experience in retail banking, lending, sales, customer service and/or cash handling experience. Skills and Abilities: Excellent customer service skills. Previous Teller and/or cash handling skills helpful. Outgoing, assertive, confident and enthusiastic personality. Strong multi-tasking and communication skills. Excellent organizational skills and attention to detail. Demonstrated personal computer literacy. Must be dependable, flexible, a team player, professional and calm under pressure. Ability to work with little supervision. Working Conditions: General office environment Physical surroundings are generally pleasant and comfortable Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required.
    $40k-49k yearly est. 14d ago
  • Personal Financial Representative - ME

    Allstate 4.6company rating

    Investment banker job in Lincoln, ME

    Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams. Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. #LI-LD2 Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
    $48k-55k yearly est. Auto-Apply 60d+ ago
  • Student Financial Services Specialist

    Unity College 3.9company rating

    Investment banker job in Unity, ME

    The Company At Unity, sustainability isn't a buzzword. It's the foundation of our entire approach and has been for more than 50 years. We apply sustainability principles to everything we do, from our properties around the State of Maine, to our online degrees offered to students everywhere, to our enrichment experiences and entrepreneurial endeavors at locations from northern Maine to Arizona to Brazil. Engage with Unity College and you'll start to ask tough questions, challenge the status quo, and envision new possibilities. If taking the lead in creating a more sustainable future sounds like the future you want, we can make it happen. The Position The Student Financial Services Specialist (SFSS) supports the Director of Enterprise Student Financial Services through the administration and dissemination of Student Financial Services policies and procedures for Unity College students. This is a generalist position that is cross trained to serve all Sustainable Education Business Units (SEBUs) but will be dedicated to Hybrid Learning. This position is responsible for working directly with Unity College students to support them in managing their financial needs and requirements. The SFSS will manage and use student financial aid programs, financial aid information systems, billing software as well as report and retrieve information for program management and reports. Work will involve using Power-Faids Financial Aid Management System, CAMS Student Billing Components and CashNet. Monitor program compliance with federal, state, and institutional policies through the use of system and quality controls. Conduct student aid reviews including: needs analysis, budgeting, billing, packaging, verification, loan processing, certification, and tracking. Counsel students individually or in groups on financial aid and student account matters such as application procedures, borrowing, employment, outside aid, other funding, payment plans and alternative funding. Communicate with parents and/or students regarding the student billing process and payment options. Coordinate the mailing of lender notifications-entrance and exit counseling, bills, and award letters. Create, revise, and update publications, standardized letters, manuals, and forms used in student aid and student billing administration. Review and maintain payment plans, and student files. Perform soft collect outreach to students to assist with completing paperwork and payment options. Coordinate the integration of student financial aid and billing processes for all SEBUs. Please see attached job description for full list of roles and responsibilities. Qualifications The ideal candidate will possess a bachelor's degree and a minimum of 5-7 years job related experience and/or training; or equivalent combination of education and experience. Basic knowledge of federal and state financial aid programs and a demonstrated commitment to student aid. Basic knowledge of accounting and billing services. Must be capable of independent judgement, highly motivated with strong organizational skills. Must be flexible with good interpersonal skills. Able to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Able to write reports, business correspondence, and procedures manuals. Able to effectively present information and respond to questions from students, parents, staff, managers, and the general public. Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. The Location Unity College has its Hybrid Learning campus in Unity, Maine. This position will be located at 90 Quaker Hill Rd. Unity, ME. Benefits Unity College offers a generous benefits package which includes medical, dental, vision, short term disability, long term disability, life insurance, PTO, and a company match on our 403b retirement plan. Waiting periods will apply. To Apply Interested and qualified candidates should click on the “Apply Now” button and submit a resume and cover letter. At Unity College, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our students, and our community. Unity College is proud to be an equal opportunity workplace and is an affirmative action employer.
    $45k-55k yearly est. Auto-Apply 60d+ ago
  • Personal Banker

    Keybank 4.4company rating

    Investment banker job in Bangor, ME

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome goals and expectations. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate in-person morning huddles and end of day debriefs. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma , GED or equivalent business experience (required) or Bachelor's Degree (preferred) Work Experience 1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications Notary License (preferred) Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts. Strong work ethic and high level of integrity. Excellent time management skills. Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs. Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank. Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies. Understanding and managing risks associated with banking operations and client transactions. Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services. Accurate and efficient handling of cash transactions. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 03/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $20.7-31.3 hourly Auto-Apply 6d ago
  • Financial Services Specialist

    MacHias Savings Bank Career 3.7company rating

    Investment banker job in Brewer, ME

    Are you looking for an opportunity to learn, grow, and thrive with one of the “Best Places to Work in Maine”? Machias Savings Bank is more than a bank committed to serving our customers and empowering them to reach their potential; we are a family-first, employee-focused group of community leaders committed to moving Maine, New Hampshire - and each other - forward. Our baseline benefit package includes Profit Sharing, 401(k) match, Health, Dental, Vision, Life and Disability Insurance, generous Paid Time Off options and more! A career with Machias Savings Bank is as rewarding as it is challenging, and we can't wait to work with you! • Voted Best Small Bank in Maine - Newsweek • Voted 2025 Best Bank To Work For - American Banker • Voted 2025 Best Places To Work in Maine - MESHRM We are currently accepting applications for a: Financial Services Specialist (Teller), Brewer There is an opening for a full-time Financial Services Specialist (Teller) in the Brewer branch. The FSS will be an active member of the branch team with a focus on assisting customers with all service transactions. A strong focus will be placed on developing new relationships and deepening existing customer relationships through cross selling products and services, running a cash drawer, referring home equity and residential mortgage loan requests to the appropriate banker within the Branch and proactive customer outreach via phone calls and letters. The qualified candidate should possess the following qualifications: • High school diploma or equivalent work experience • Experience in customer service or retail • Positive attitude and willingness to learn • Good analytical and problem-solving skills • Strong attention to detail *Up to a week of in-person training, which requires travel to Machias, is mandatory within the first 30 days for onboarding in this role. Additionally, future training sessions may necessitate travel if retraining is required.
    $61k-92k yearly est. 21d ago
  • Relationship Banker

    M&T Bank 4.7company rating

    Investment banker job in Portland, ME

    Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)). Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners. Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients Onboard new customers through customer outreach (regardless of available channel, and individual who opened account) Establish trust with existing clients through proactive outreach regularly Schedule preset appointments for the following week and hold appointments each week Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan) Perform customer servicing interactions. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act Scope of Responsibilities: The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying sales opportunities with customers. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience. Strong verbal communication and interpersonal skills Proven ability to demonstrate exceptional customer service Well-organized individual with time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact and diplomacy with internal and external customers Proficient with internet user-level technology Education and Experience Preferred: Associates degree Notary public license Bilingual based on branch needs Physical Requirements: Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heave objects weighing 5 lbs. to 30lbs Ability to read fine print Ability to interact with customers in an open face-to-face work environment Ability to use fax, telephone system, copier and other communication tools M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationPortland, Maine, United States of America
    $20.6-34.3 hourly Auto-Apply 1d ago
  • Cognizant Workday - Application Managed Services Finance Associate Consultant

    Cognizant 4.6company rating

    Investment banker job in Augusta, ME

    Cognizant Workday practice is recruiting for upcoming graduates who are looking for an exciting, entry level consulting opportunity starting in the summer of 2026. We proudly partner with Workday, one of the leading cloud-based software solutions for HR, Finance, Payroll management, and Student Services. As an Organizational Change and Training Associate Consultant at Cognizant Workday practice, you will be part of a project team working with customers to get the most out of their Workday Implementation. Our Finance AMS Associate Consultant position is best suited for self-starters who are eager to work with exciting, Fortune 500 companies and dive headfirst into all phases of Workday system implementations. We provide world-class, classroom, virtual and on-the-job training, an exceptionally encouraging network of mentors. Our associates' diverse set of backgrounds offer varied perspectives and fuel new ways of thinking! Join our dedicated team of experienced Workday implementation & AMS professionals and become part of our dynamic, fast-paced, HR/Finance transformation consulting practice. **Responsibilities:** + Become a Workday champion and partner closely with your team and customers to achieve excellence in each phase of your assigned projects. + Execute on the assigned support activities by your team lead(s) with utmost quality and as per the milestone\resolution time + Assist the Lead Consultant(s) in gathering business requirements, designing and prototyping, testing and implementing business solutions. + Configure the system to the customers' expectations and requirements + Master the art of "follow through". Frequently update your team Lead and Service Delivery Manager on timeline, tasks, risks, roles & responsibilities, etc. + Proactively keep yourself abreast of Workday updates and project changes. Seek out opportunities to further your skills and professional growth. We love initiative! **Skills and Requirements:** + 1 year of work experience in an office environment, preferred. + Bachelor's degree or equivalent experience in Computer Science, Finance, or related field. + Passion for exceptional customer service. + Strong communication, presentation and analytical skills, with the ability to effectively manage customer expectations. + Intermediate knowledge of Microsoft Office Suite, particularly Microsoft Excel and PowerPoint + Travel to customer site, when needed. **Why Choose Cognizant Workday practice?** + Flexible work schedules or working out of one of our hub locations to cultivate personal and professional balance. + Competitive benefits including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance. + Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood, excellent paid parental leave programs. + Established Employee Resources Groups (ERG's) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance diversity and inclusion. + Committed to giving back to improve our communities and environmental impact. + Learning and development opportunities through established corporate programs, on and off-site trainings, and on-demand online learning courses. **Salary and Other Compensation** Applications are accepted on an ongoing basis. The annual salary is $75,000.00, depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. **Location** New hires will be aligned to the Cognizant office in **Plano, TX,** where you will work alongside other experienced Cognizant associates. Applicants must be willing to relocate to this major geographic area. **Work Authorization** Due to the nature of this position, Cognizant cannot provide sponsorship for U.S. work authorization (including participation in a CPT/OPT program) for this role. **Disclaimer:** Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. _Cognizant is always looking for top talent. We are searching for candidates to fill future needs within the business. This job posting represents potential future employment opportunities with Cognizant. Although the position is not currently available, we want to provide you with the opportunity to express your interest in future employment opportunities with Cognizant. If a job opportunity that you may be qualified for becomes available in the future, we will notify you. At that time you can determine whether you would like to apply for the specific open position. Thank you for your interest in Cognizant career opportunities._ Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
    $75k yearly 23d ago
  • Investment Intern at Investor - Fall 2026

    Investor AB (Publ

    Investment banker job in Stockholm, ME

    We are looking for our next intern to our investments teams within Listed Companies and Patricia Industries. As an intern at Investor, you'll gain hands-on experience working closely with our investment teams within Listed Companies and Patricia Industries, and contribute to build best-in-class companies. What to expect During an intensive and rewarding ten-week full-time internship, you will work alongside our investment professionals. You'll take part in strategic analysis, valuation work, and business development either with listed or wholly owned companies. At Investor, we believe our people are our most important asset. As an intern, you'll be part of a collaborative and inclusive culture where your ideas and contributions are valued. The internship offers a unique opportunity to understand how we, as long-term owners, create value in our portfolio companies. What we're looking for We are looking for candidates who are: * Currently pursuing a Bachelor's or Master's degree within relevant fields * Analytical and detail-oriented, with strong communication skills and an interest in investments and company valuation * Fluent in both Swedish and English To thrive and succeed at Investor, you need to be: * A team player who is also self-driven and takes initiatives * Highly ambitions with a desire to contribute * Motivated by curiosity, integrity and a commitment to creating positive impact. We are long-term owners and partners, and we look for individuals who share our values and want to grow with us. We value diverse backgrounds and experiences and are looking for individuals who bring new perspectives and a strong sense of engagement. About Investor Founded by the Wallenberg family in 1916, Investor AB is one of Sweden's leading investment companies. Through significant ownership and active board participation, we create long-term value in our portfolio companies. Investor's investments are divided into three business areas: * Listed Companies: We own significant minority stakes in our listed companies (such as ABB, Atlas Copco, and SEB) and are typically the largest shareholder. This creates a solid base for engaged ownership, with long-term value creation as the guiding principle. * Patricia Industries: Our focus is to invest in, and develop, wholly owned companies (such as Mölnlycke, Permobil, and Piab) with long-term growth potential. The vision is to be a great home for great companies. * Investments in EQT AB and EQT Funds. Do you have any questions? Visit our student page to find our FAQ and learn more about the internship! Application deadline: February 2 Internship period: 10 weeks, starting either August or October 2026 Please note that the internship is not applicable to combine with studies.
    $28k-40k yearly est. 16d ago
  • Personal Banker

    Androscoggin Bank Career 3.9company rating

    Investment banker job in Jay, ME

    Find your career at Androscoggin Bank! If you are looking for a role with upward mobility and a solid career path, with an institution that has a positive and unique culture, you might be our ideal candidate. At Androscoggin Bank, our retail team is the face of our bank, interacting with our clients and helping them with their financial needs. We understand how important our people are, and in turn, our people recognize the importance of our clients in every interaction. The Personal Banker is an advanced level retail role, one in which you will be responsible for acquiring new business and personal relationships, cross selling, and generating referrals. This 40 hours per week, full time position will be located in Lewiston, and includes some Saturday mornings (rotating coverage) until noon. Additional Responsibilities Include: Exhibits and models professional behavior and appearance in both client and team communications, interactions and relationships at all times. Demonstrated ability in onboarding new client relationships, opening all types of consumer and business accounts. Identifies client needs and refers to appropriate business lines including Mortgage, Treasury Services, Commercial, and Financial Services. Follows up to ensure client satisfaction. Expand current client relationships and proactively seeking new business through quality client interactions. Obtains and maintains a NMLS number. Works with clients to discuss, process and close basic consumer loans and HELOCs. Actively participates in branch sales and action plans to achieve individual, branch, department and bank-wide goals. Will be expected to lead specific initiatives including outbound client calls and sales campaigns. Collaborates with the Retail Manager/Assistant Manager to assist in growing the branch deposit base by maintaining superior sales and service skills and providing excellent client service on the full range of Bank products. Coaches/mentors branch staff toward increased comfort and success in client conversations that build to sales or financial service referrals. Trains and coaches on effective use of the bank's Client Relationship Management System. Provides a high level of customer service toward clients, including resolving complex client concerns when either the other team members are unable/ uncomfortable doing so or the client requires additional attention. Responsible for making (or guiding the team in making) appropriate and effective decisions in the absence of a Retail Manager or Assistant Manager. Proactively supports the training effort in the branch including implementation and adherence to policies and procedures, training new staff and cross training existing staff on sales activities. May support outside business development, to include making outside client calls. Provides support to teller line activities as needed. As needed, assists with opening and closing procedures as well as weekly branch schedule to insure that both client and employee needs are met. Adheres to all security, audit and safety policies set forth by the bank following branch operational standards including proving the vault, drawer management and account opening & maintenance. Complies with all banking related laws and regulations communicated to the employee through training and/or written correspondence and those requirements reflected in the Bank's policies and procedures applicable to the employee's duties and/or areas of responsibility. Protects all customer information and institution assets and complies with privacy and acceptable use policies. Successfully meets assigned goals Performs related duties as assigned. Qualifications High school diploma or general education degree (GED) required. Some post-secondary work preferred 3+ year of experience as a bank CSR at an advanced level. Able to obtain and maintain a NMLS number Demonstrated accuracy, knowledge and proficiency in Teller/CSR duties. Proven communication and problem solving skills. Desire and ability to coach and mentor others. Ability to perform detail oriented work with a high degree of accuracy. Ability to handle multiple priorities and tasks. Proficient computer skills and ability to learn teller processing software Demonstrates strong product knowledge through explaining features and benefits of each product/service. Ability to identify customer needs, recommend applicable products/services and close the sale. This position has great benefits, including paid time off, holiday pay, 401k participation with a generous match (we put money in your 401k even if you don't), and access to Androscoggin Bank's full insurance benefit package (medical, dental, vision, life, and disability). Do you wish you could be more involved and connected in your company, beyond the level of your department? Androscoggin Bank offers that to you. Project teams, committees, events, in-house education, and more. It's an amazing place to work. Not the perfect fit? See all our current job postings HERE We are deeply proud that Androscoggin Bank recently achieved B Corp Certification. This means we'll continue to use profit to power our purpose, rather than serving as the purpose itself. We'll serve the best interests of our clients, our employees and our communities, while also honoring our environment. Learn more about it here - https://www.androscogginbank.com/bcorp/ Androscoggin 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. EOE/Minorities/Females/Vet/Disabled
    $41k-50k yearly est. 12d ago
  • Relationship Banker - New Hampshire Seacoast Market

    Bank of America 4.7company rating

    Investment banker job in Wells, ME

    Hampton, New Hampshire;Exeter, New Hampshire; Portsmouth, New Hampshire; Wells, Maine; Dover, New Hampshire **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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 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.
    $36k-44k yearly est. 7d ago
  • Community Banker II

    Katahdin Trust Company 3.5company rating

    Investment banker job in Maine

    Have you been thinking about working for a company that offers advancement opportunities, is more fulfilling, understands work-life balance, and where you can make a difference? Whether you are looking for your first job or thinking about a career change, Katahdin Trust Company could be the right fit for you! When you join the Katahdin team, you will become a part of a growing organization committed to helping the communities we serve to grow and prosper. You will become a part of one of the “Best Places to Work in Maine,” committed to helping our employees succeed. We will provide you with the tools, resources, and educational opportunities to foster and grow your career with us! We offer a generous benefits package to include Health, Dental, Vision, Profit Sharing, 401(k) match, Employee Stock Ownership Plan, paid time off, and more! Find yourself in banking and join Katahdin Trust! We are currently accepting applications for a: Community Banker II, Presque Isle Responsibilities include: Learning the complete line of transactional duties Performing a wide variety of customer service functions Learning the Bank's products and services offered Learning and using all applicable bank software Display a strong commitment to customer satisfaction Responsible for establishing, growing, and retaining customer relationships as well as developing and fostering branch growth Qualifications include: High school graduate or equivalent Excellent customer service skills Flexible and work well in a team environment Fully computer literate Prior banking experience preferred A clean criminal background history and satisfactory to Bank standards credit report are required
    $70k-127k yearly est. 2d ago
  • Private Client Banker - Maine Area

    Jpmorganchase 4.8company rating

    Investment banker job in Falmouth, ME

    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: **************************************************************************
    $67k-159k yearly est. Auto-Apply 3d ago
  • Personal Banker (Teller)- Rangeley

    Skowhegan Savings Bank 3.5company rating

    Investment banker job in Rangeley, ME

    Full-time Description Skowhegan Savings Bank seeks an individual to join our Rangeley team as a Personal Banker. This onsite position is full-time (32.5-37 hours per week), schedule is Monday-Friday with occasional Saturday hours. Position Summary: Reporting to the Branch Manager, Personal Bankers provide excellent customer service in processing transactions such as deposits, withdrawals, check cashing, selling money orders, cashiers or travelers checks, processing loan/credit card payments and savings bond requests, handling cash advances and providing customers with both direct and telephone assistance. This position helps to build and maintain solid customer relationships. A Personal Banker understands the Bank's products and services and presents additional services as options to meet customer financial needs. As the Personal Banker advances through their career and gains additional experience, the Personal Bankers III & IV are responsible for a full range of banking services with an emphasis on developing, building and retaining strong customer relationships for customers with basic deposit and lending needs. Personal Bankers III, process routine and complex teller transactions efficiently and accurately while meeting the Bank's Customer Experience standards and may have vault cash and ATM responsibilities. Contributes to the overall sales growth of the Bank by engaging in customer conversations to explore financial needs and goals and recommend solutions forming long-lasting customer relationships. Core Personal Banker I Duties and Responsibilities: Greets customers and facilitates a welcoming and customer-focused environment utilizing Integrity Customer Service principles. Processes customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to established Bank policies and procedures. Maintains acceptable cash balancing record. Generates new business and expands relationships with current customers by cross-selling bank products and services and using High Definition Banking (HDB) techniques. When opening new account HDB customer follow up procedures and guidelines will be adhered to. Builds customer loyalty by developing relationships and offering exceptional customer service. Responds to customer inquiries and concerns by researching and identifying positive solutions or referring to appropriate staff or department for resolution. Maintains a thorough knowledge of and performs end-of-day activities including branch proof. Removes deposits from, counts, and balances cash within the ATM's, recyclers and night depositories. Prepares Currency Transaction Reports and other reports required by law or regulation and ensures compliance with all regulatory requirements, bank policy and procedures. Maintains and ensures adherence to safety and security issues, policies and procedures. Utilizes the Bank's Customer Relationship Management tool to manage customer relationships and make necessary referrals. Attends and participates in training courses and workshops to advance products knowledge and customer service skills. Attends various functions/community events to enhance the image and presence of the bank in the market area as required. This position works in a rotating schedule on Saturdays as assigned May train for other functions within the Personal Banker area. Assumes additional responsibilities as assigned. Requirements Education and Experience: Personal Banker I: High School Diploma or equivalent GED required (exception for high school branch teller) One year experience in retail banking, lending, sales, customer service and/or cash handling experience. Skills and Abilities: Excellent customer service skills. Previous Teller and/or cash handling skills helpful. Outgoing, assertive, confident and enthusiastic personality. Strong multi-tasking and communication skills. Excellent organizational skills and attention to detail. Demonstrated personal computer literacy. Must be dependable, flexible, a team player, professional and calm under pressure. Ability to work with little supervision. Working Conditions: General office environment Physical surroundings are generally pleasant and comfortable Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required.
    $40k-49k yearly est. 3d ago
  • Student Financial Services Specialist

    Unity College 3.9company rating

    Investment banker job in New Gloucester, ME

    The Company At Unity, sustainability isn't a buzzword. It's the foundation of our entire approach and has been for more than 50 years. We apply sustainability principles to everything we do, from our properties around the State of Maine, to our online degrees offered to students everywhere, to our enrichment experiences and entrepreneurial endeavors at locations from northern Maine to Arizona to Brazil. Engage with Unity College and you'll start to ask tough questions, challenge the status quo, and envision new possibilities. If taking the lead in creating a more sustainable future sounds like the future you want, we can make it happen. The Position The Student Financial Services Specialist (SFSS) supports the Director of Distance Education Financial Aid through the administration and dissemination of Student Financial Services policies and procedures for Unity College students. This is a generalist position that is cross trained to serve all Sustainable Education Business Units (SEBUs) but will be dedicated to Distance Education. This position is responsible for working directly with Unity College students to support them in managing their financial needs and requirements. The SFSS will manage and use student financial aid programs, financial aid information systems, billing software as well as report and retrieve information for program management and reports. Work will involve using Power-Faids Financial Aid Management System, CAMS Student Billing Components and CashNet. Monitor program compliance with federal, state, and institutional policies through the use of system and quality controls. Conduct student aid reviews including: needs analysis, budgeting, billing, packaging, verification, loan processing, certification, and tracking. Counsel students individually or in groups on financial aid and student account matters such as application procedures, borrowing, employment, outside aid, other funding, payment plans and alternative funding. Communicate with parents and/or students regarding the student billing process and payment options. Coordinate the mailing of lender notifications-entrance and exit counseling, bills, and award letters. Create, revise, and update publications, standardized letters, manuals, and forms used in student aid and student billing administration. Review and maintain payment plans, and student files. Perform soft collect outreach to students to assist with completing paperwork and payment options. Coordinate the integration of student financial aid and billing processes for all SEBUs. Perform outreach activities as assigned by the Director of Distance Education Financial Aid. Attend required trainings to learn and maintain required skills to perform all duties for SFSS across all SEBUs. Assist in supervision of work study students. Carries out supervisory responsibilities in accordance with the institution's policies and applicable laws. Responsible for processing 1098-T's. Review and process refunds to be submitted to the Business Office for payment. Assist students with identifying options for payment plans and setting the students up in CashNet, etc. Manage CashNet. Perform reconciliation, reporting, consolidation and liquidation of Perkins loans. Manage third party billing i.e. Veterans' Affairs, Outside Scholarships, etc. Place billing holds on student accounts for non-payment. Assists students with student insurance waiver process and provides list to insurer. Please see attached job description for full list of roles and responsibilities. Required: Bachelor's degree and a minimum of 5-7 years job related experience and/or training; or equivalent combination of education and experience. Basic knowledge of federal and state financial aid programs and a demonstrated commitment to student aid. Basic knowledge of accounting and billing services. Must be capable of independent judgement, highly motivated with strong organizational skills. Must be flexible with good interpersonal skills. Able to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Able to write reports, business correspondence, and procedures manuals. Able to effectively present information and respond to questions from students, parents, staff, managers, and the general public. Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Extensive knowledge of computerized data base systems, word processing and spreadsheets. The Location Unity College has its Hybrid Learning campus in Unity, Maine. This position will be located at 49 Farm View Rd. New Gloucester, ME. Benefits Unity College offers a generous benefits package which includes medical, dental, vision, short term disability, long term disability, life insurance, PTO, and a company match on our 403b retirement plan. Waiting periods will apply. To Apply Interested and qualified candidates should click on the “Apply Now” button and submit a resume and cover letter. At Unity College, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our students, and our community. Unity College is proud to be an equal opportunity workplace and is an affirmative action employer.
    $45k-55k yearly est. Auto-Apply 60d+ ago

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