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Investment banker jobs in Portland, ME

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  • Private Client Banker - Maine Area

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Falmouth, ME

    JobID: 210690912 JobSchedule: Full time JobShift: Day : 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
  • 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
  • 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 19d ago
  • Personal Banker

    Maine Community Bank 4.0company rating

    Investment banker job in Portland, ME

    Full-time Description Department: Retail Reports to: Branch Manager or Assistant Branch Manager FLSA: Non-Exempt Last Modified: 11.22.24 Responsible for participating in daily branch activities including growth initiatives and goals, the ability to perform teller activities for customers, operational compliance, superior customer service, and bank directed initiatives. May be involved in community initiatives to support the development of relationships in the areas the Bank serves. Essential Functions: Contributes to branch growth and participates in activities designed to meet assigned goals. Responsible for knowing the Bank's range of products and services and identifying opportunities to refer customers to other lines of business and/or vendors that may provide needed services. Provides a variety of teller functions for customers in person, through the mail, or as assigned. Understands and follows Federal and State banking regulations and adheres to Bank policies, procedures, and security. Provide professional, courteous, and efficient service to all internal and external customers as established by communicated expectations and in alignment with the Bank's service standards. Treats customer and Bank information with the highest degree of privacy, integrity, and confidentiality. May be required to work in multiple locations regularly. Performs other duties as assigned. Education, Skills, and Experience, Required: High school diploma or equivalent and a minimum of 1 year of experience in customer service or cash handling position; or equivalent combination of education and experience. Familiarity with computer applications. Superior customer service, excellent communication and organizational skills. Demonstrated ability to use sound judgment and decision-making skills. Be punctual with scheduled work and use time appropriately. Perform duties in a conscientious, cooperative manner. Maintains a professional appearance. Able to consistently treat others with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Commitment to achieving personal and team growth and success through an understanding and commitment to the Bank's sales culture and goals. Accuracy and the ability to pay close attention to detail. Ability to participate in community activities on occasion. Physical Requirements and Working Conditions: Ability to spend extended periods of time operating a computer keyboard and working at a computer monitor. Ability to sit or stand for extended periods of time while waiting on customers. Ability to lift cash boxes and currency/cash bags of approximately 20 pounds. Requires periodic travel to-and-from locations within the Bank's geographic area. Workspaces are generally comfortable and pleasant.
    $32k-45k yearly est. 60d+ ago
  • eBranch Financial Services Representative I

    Maine State Credit Union 3.7company rating

    Investment banker job in Farmingdale, ME

    Job Details Farmingdale, MEDescription Builds and maintains strong relationships with our members and proactively explores current and future member needs. A thorough understanding of all deposit products and electronic delivery services allows the Representative to open new accounts, originate loan application requests, manage complex accounts, provide support and follow-up on inquiries, and resolve problems with the intention of exceeding member expectations. Acts as the primary liaison for member technical support with regard to the various electronic products and services. *PLEASE NOTE: THIS IS AN ON-SITE, IN-PERSON POSITION. CANDIDATE MUST RESIDE IN STATE OF MAINE, POSSIBLE HYBRID OPPORTUNITY ONCE FULLY TRAINED* Qualifications The successful applicant will be a highly motivated, team oriented, positive thinker with a desire to provide exceptional service in a fast-paced environment. You should have a minimum of six months related experience (one or more years preferred). Also required are strong interpersonal, communication, and organizational skills; proven ability to establish and maintain effective working relationships with all levels of staff and members; professional appearance; solid work ethic; reliable attendance; work accuracy and an ability to be detail oriented. A high school diploma or GED is required. This position may require registration as a Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed. The Credit Union will pay the fees associated with registration as a MLO. Benefits of Employment with Maine State Credit Union: In addition to our world-class culture, a fun and supportive work environment and opportunities to learn and grow, our employees appreciate the work-life harmony they are able to achieve as part of our team. We are also proud of the benefits we offer: Employer-subsidized medical insurance plans, includes one plan with employer paid premiums of 100% HSA - generous employer contribution Employer funded HRA Employer-subsidized Dental and Vision Insurance 100% employer paid - Life, Short-Term Disability and Long-Term Disability Insurance Accident Insurance Competitive wages, and annual evaluations with compensation adjustments Generous 401(k) employer match, plus annual discretionary contribution Generous PTO with immediate PTO accruals + 8 hrs of birthday PTO & 12 paid holidays Paid Parental Leave Education reimbursement - up to $5,000 annually for undergraduate degree Opportunities to volunteer in our local communities 100% Employer Paid EAP which includes 6 free mental health sessions Wellness Reimbursement of up to $150 Free coffee, tea, and hot chocolate and an abundance of food #callcenter
    $34k-49k yearly est. 60d+ ago
  • Senior Relationship Banker

    Northeast Bank 4.3company rating

    Investment banker job in Brunswick, ME

    Northeast Bank is a Maine-based, full-service community bank and a national commercial real estate lender with offices in Boston, New York, and LA. We are looking for motivated and talented individuals who want to make an impact in a growing company that cares about its employees, customers, and the communities it serves. Northeast Bank provides competitive compensation and benefits, including generous PTO. If you are looking for a growing organization that prioritizes its employees, we encourage you to apply. POSITION SUMMARY: Responsible for identifying sales and cross-sell opportunities through a consultative approach; opens consumer and business deposit accounts to increase in-market deposit growth and identifies and recommends opportunities for small-business loan referrals to appropriate internal partners. Completes maintenance on various account types and provides a full-service experience to all customers including transactional support services at the teller line, as needed. Accountable for achieving individual sales and service goals and contributing to the overall success of the Banking Center customer growth and retention goals, and operational excellence. RESPONSIBILITIES: Sales and Service Maintains a high level of knowledge and good understanding of the Bank's products and services. Cultivates positive customer relationships, provides exceptional customer service, and builds a strong rapport to identify needs and offer advice and appropriate financial solutions that will help customers achieve their financial goals. Utilizes a consultative selling approach and proactively researches customer profiles to support customers in achievement of financial goals. Acquires, grows, and retains customer relationships by recommending products and services. Takes ownership of the full customer experience, rotating between the sale and service platform and the teller line as needed, and accompanies the customer through their entire visit to the Banking Center. Provides effective New Customer Onboarding and Customer Engagement by, in part, routinely strengthening new and current customer relationships, introducing new and existing customers to the Bank's products and services and addressing customer questions. Responds promptly and accurately to routine customer inquiries, resolves issues as necessary, and follows-up on details to ensure customer satisfaction. Handles all customer requests of problems in a professional, efficient, and timely manner. Proactively generates small-business loan referrals. Utilizes internal business partners to strengthen existing customer relationships and target new prospects. Engages in outbound business development activity, and customer calling campaigns, to generate qualified leads. As required, assists customers in accessing safety deposit boxes. Represents the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers. Contributes to the fulfillment of Banking Center sales and service goals. Answers and assists incoming callers with questions and requests; routes callers appropriately. As needed, sorts and distributes work from other Bank offices, processes mail and overnight depository transactions. When Banking Center staffing warrants, processes retail and commercial financial transactions, including deposits, withdrawals, transfers, loan payments, and cashing checks. Records all transactions promptly, accurately, and in compliance with established Bank policies and procedures. Maintains an adequate cash drawer at all times, and in accordance with Bank policy; this includes buying and selling currency from the vault as necessary. Balances cash drawer in accordance with Bank policy and procedures, including periodic batching of cashed checks. Assists in ordering, receiving, verifying, and distributing cash. As directed, balances and replenishes cash in the ATM. Will be responsible for opening and/or closing the Banking Center. Meets expectations for attendance and punctuality. Participates in other activities as directed and serves as a back-up in the absence of the Banking Center Manager on delegated tasks. Complies with all applicable federal, state, and local laws and regulations, and Northeast Bank policies and procedures. Successfully pass technical and regulatory examinations required by the Company. Teamwork and Collaboration Supports teamwork and a positive working environment in order to achieve team goals with a willingness to provide coaching and feedback to peer Banking Center team members in the areas of professional development, customer service and sales by encouraging/recognizing individual team member successes. Collaborates with colleagues to handle routine and unexpected situations to ensure outstanding customer experience. Community Development Proactively participates in community activities to improve understanding of market needs, assist the Bank in meeting its CRA Community Development goals, and identify business development opportunities. Participates in Bank sponsored community events KNOWLEDGE, SKILLS AND ABILITIES: High School Diploma or equivalent 5-7 years of experience in retail banking sales and service preferred. Thoroughness and strict attention to detail. Excellent mathematical skills. Competence with computers and other office machinery. Proficient alpha/numeric data entry skills. Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and co-workers. Self-motivated with a demonstrated aptitude and desire for sales and service success. Passion for helping people achieve their financial goals. Proven success developing high-value / long-term customer relationships. Strong sense of ethics and commitment to privacy of customer information. Ability to work in a fast-paced environment and under pressure as needed. Ability to make sound decisions, which may include on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank's exposure to loss or fraud and the ability to think through and rationalize decisions. Have perspective - capable of relating to individuals at all levels. As unique situations present themselves, the incumbent must be sensitive to the Bank needs, customer and employee goodwill, and the public image. PHYSICAL DEMANDS AND CONDITIONS: Must be able to remain in a stationary position for long periods of time. Some travel is required. Must be able to occasionally lift up to 25lbs. Consistently operates a computer and other office equipment such as calculator, copy machine and printers. Climate controlled general office setting with moderate noise level. Work unpredictable hours including Saturday. Must express or exchange ideas with co-workers, customers and vendors. Northeast Bank is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national original, veteran status and any other classification protected by Law. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $41k-47k yearly est. Auto-Apply 11d ago
  • Licensed Private Client Banker

    Keybank 4.4company rating

    Investment banker job in Portland, ME

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. 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. Responsibilities 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 client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients 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 morning huddles and end of day debriefs 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 Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (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) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) 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 FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers 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 Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. 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. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 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 subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/23/2026 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_**********************.
    $24.5-37.5 hourly Auto-Apply 14d 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
  • Inbound Personal Banker

    U.S. Bank 4.6company rating

    Investment banker job in Portland, ME

    Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner. **Basic Qualifications** - Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record -High school diploma or equivalent -Two or more years of sales experience **Preferred Skills/Experience** -Phone sales experience -In-depth knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company's product philosophy and policy -Demonstrated effective use of consultative sales approach and referral skills -Solid PC and keyboard skills -Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations -Proven commitment to high quality customer service -Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service -Strong verbal communication skills including both telephone and interpersonal skills -Strong critical thinking and problem-solving skills to help address the customer needs **The schedule for this role is 1pm-10pm CST during the week and 9am-5pm every Saturday. This role requires you to be available to work every Saturday.** **Location expectations** This role is designated as U.S. home-based remote. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $20-22.5 hourly 3d ago
  • Citizens Banker

    Citizens Financial Group 4.3company rating

    Investment banker job in Rochester, NH

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings #LI-CITIZENS5
    $24.5 hourly Auto-Apply 60d+ ago
  • Relationship Banker

    Bank of America 4.7company rating

    Investment banker job in Scarborough, ME

    Westbrook, Maine;Scarborough, Maine; Portland, Maine; Exeter, 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! At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: 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. - Can be flexible to work weekends and/or extended hours as needed. 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 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 **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. 60d+ ago
  • Personal Banker

    Androscoggin Bank Career 3.9company rating

    Investment banker job in Turner, 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 Portland, and includes some Saturday mornings (rotating coverage) until noon at our Gray, ME location. 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. 60d+ ago
  • Digital Banking Specialist II

    First Seacoast Bancorp

    Investment banker job in Dover, NH

    The Digital Banking Specialist II is responsible for providing professional, knowledgeable, courteous, friendly, and efficient service to all customers. Utilize knowledge of the Bank's products and services and system technology platforms to address and resolve general customer inquiries, including Debit/ATM card issues, and other electronic banking functions. Cross sells the Bank's products and services by recognizing what's right for the customer. The Digital Banking Specialist provides support to other Digital Banking Specialists, works closely with team members and other Bank departments to resolve more complex issues and to create and support a positive team-building atmosphere. Essential Functions: * Demonstrate professional, courteous, and accurate service to Customers via the phone, chat and/or email through effectively addressing inquiries and servicing accounts, while always adhering to Quality Customer Service standards. * Provide problem resolution to internal and external customers while recognizing when to escalate more difficult issues to the department manager. * Proactively maintain a thorough working knowledge of bank products, services and delivery platforms to effectively address customer telephone, chat and e-mail inquiries, as well as seek opportunities to cross sell products and services to drive additional satisfaction and Bank sales * Sustain a referral culture in all aspects of the position and interactions, directing and coordinating referrals to the applicable departments as appropriate. * Support the introduction and maintenance of new bank products and services. * Conduct account research as needed * Accurately process customer accounts that have been opened online, following up as necessary for required information * Proactively monitor, track and follow up on pending items, system updates, and internal communications to ensure complete customer satisfaction. * Maintains knowledge of and ensures compliance with Federal and State banking regulations and adheres to all Bank policies and procedures. * Backup for Deposit Operations and other Digital Banking Specialists on cross trained various duties, as necessary. * Review and maintain Address Change report for accuracy. * Process customer mail deposits and loan payments efficiently and accurately. * Set mobile deposit limits on new accounts according to bank policy, * Assists employees and customers with defined system password lockouts and resets. * Assists bank staff with addressing electronic banking and ATM/Debit Card questions or problem. * Provide customer support for retail online enrollment, password resets and HELOC online enrollment. * Assist customers with debit card limit increases within authority per bank guidelines. * Assist customers with mobile deposit limit increase within authority per bank guidelines. * Accurately and efficiently assist customers with (REG E) Electronic Fund Transfer Act disputes by gathering information and managing the dispute process within the required timeline. * Submit and monitor 360 Tickets through resolution. * Provide customer support for general Business Internet Banking inquiries and password reset requests. * Administers ATM/Debit card processes and activities, including card applications production, activation and deactivation, as well as card inventory. Maintain accurate and complete documentation as necessary; respond to customer and branch inquiries concerning card operations or transactions; research and resolve problems as appropriate; handle or escalate related network problems and card security issues. * Manage ATM/Debit card settlement and error resolution process. * Performs call center software and telephone system maintenance. * Saturday coverage is required. * Performs additional duties as requested Success Competencies: * Customer Focus: Making customers and their needs a primary focus of one's actions; developing and sustaining productive customer relationships * Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message. * Quality and Work Standards: Setting high standards of performance for self and others, self-imposing standards of excellence rather than having standards imposed. * Teamwork and positive approach: Co-operates within the group and across groups. Supports group decisions and puts group goals ahead of own goals * Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients. Requirements Minimum Requirements (education and experience): * High school diploma or equivalent. * Two to four years of prior customer service experience in branch banking is required. * Previous Call Center and Sales experience is recommended. * Must possess excellent customer service skills and professionalism. * Good communication, listening and questioning skills are required. Ability to apply knowledge to create a positive rapport with customers. * Strong computer skills and familiarity with various software programs. Salary Description $20.00 to $26.00 per hour
    $20-26 hourly 18d ago
  • Relationship Banker

    M&T Bank 4.7company rating

    Investment banker job in Kennebunk, 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. **Location** Kennebunk, Maine, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $20.6-34.3 hourly 9d 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
  • Community Banker II

    Camden National Bank 3.5company rating

    Investment banker job in Portsmouth, NH

    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!
    $50k-93k yearly est. Auto-Apply 2d ago
  • Relationship Banker - Bedford South River & Park

    JPMC

    Investment banker job in Portland, ME

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $37k-53k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    Bank of America 4.7company rating

    Investment banker job in Westbrook, ME

    Westbrook, Maine;Scarborough, Maine; Portland, Maine; Exeter, 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! At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: 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. - Can be flexible to work weekends and/or extended hours as needed. 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 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 **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. 60d+ ago
  • Digital Banking Specialist II

    First Seacoast Bank

    Investment banker job in Dover, NH

    Full-time Description The Digital Banking Specialist II is responsible for providing professional, knowledgeable, courteous, friendly, and efficient service to all customers. Utilize knowledge of the Bank's products and services and system technology platforms to address and resolve general customer inquiries, including Debit/ATM card issues, and other electronic banking functions. Cross sells the Bank's products and services by recognizing what's right for the customer. The Digital Banking Specialist provides support to other Digital Banking Specialists, works closely with team members and other Bank departments to resolve more complex issues and to create and support a positive team-building atmosphere. Essential Functions: Demonstrate professional, courteous, and accurate service to Customers via the phone, chat and/or email through effectively addressing inquiries and servicing accounts, while always adhering to Quality Customer Service standards. Provide problem resolution to internal and external customers while recognizing when to escalate more difficult issues to the department manager. Proactively maintain a thorough working knowledge of bank products, services and delivery platforms to effectively address customer telephone, chat and e-mail inquiries, as well as seek opportunities to cross sell products and services to drive additional satisfaction and Bank sales Sustain a referral culture in all aspects of the position and interactions, directing and coordinating referrals to the applicable departments as appropriate. Support the introduction and maintenance of new bank products and services. Conduct account research as needed Accurately process customer accounts that have been opened online, following up as necessary for required information Proactively monitor, track and follow up on pending items, system updates, and internal communications to ensure complete customer satisfaction. Maintains knowledge of and ensures compliance with Federal and State banking regulations and adheres to all Bank policies and procedures. Backup for Deposit Operations and other Digital Banking Specialists on cross trained various duties, as necessary. Review and maintain Address Change report for accuracy. Process customer mail deposits and loan payments efficiently and accurately. Set mobile deposit limits on new accounts according to bank policy, Assists employees and customers with defined system password lockouts and resets. Assists bank staff with addressing electronic banking and ATM/Debit Card questions or problem. Provide customer support for retail online enrollment, password resets and HELOC online enrollment. Assist customers with debit card limit increases within authority per bank guidelines. Assist customers with mobile deposit limit increase within authority per bank guidelines. Accurately and efficiently assist customers with (REG E) Electronic Fund Transfer Act disputes by gathering information and managing the dispute process within the required timeline. Submit and monitor 360 Tickets through resolution. Provide customer support for general Business Internet Banking inquiries and password reset requests. Administers ATM/Debit card processes and activities, including card applications production, activation and deactivation, as well as card inventory. Maintain accurate and complete documentation as necessary; respond to customer and branch inquiries concerning card operations or transactions; research and resolve problems as appropriate; handle or escalate related network problems and card security issues. Manage ATM/Debit card settlement and error resolution process. Performs call center software and telephone system maintenance. Saturday coverage is required. Performs additional duties as requested Success Competencies: Customer Focus: Making customers and their needs a primary focus of one's actions; developing and sustaining productive customer relationships Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message. Quality and Work Standards: Setting high standards of performance for self and others, self-imposing standards of excellence rather than having standards imposed. Teamwork and positive approach: Co-operates within the group and across groups. Supports group decisions and puts group goals ahead of own goals Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients. Requirements Minimum Requirements (education and experience): High school diploma or equivalent. Two to four years of prior customer service experience in branch banking is required. Previous Call Center and Sales experience is recommended. Must possess excellent customer service skills and professionalism. Good communication, listening and questioning skills are required. Ability to apply knowledge to create a positive rapport with customers. Strong computer skills and familiarity with various software programs. Salary Description $20.00 to $26.00 per hour
    $20-26 hourly 12d ago
  • Relationship Banker

    M&T Bank 4.7company rating

    Investment banker job in Kennebunk, 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.LocationKennebunk, Maine, United States of America
    $20.6-34.3 hourly Auto-Apply 8d ago

Learn more about investment banker jobs

How much does an investment banker earn in Portland, ME?

The average investment banker in Portland, ME earns between $102,000 and $323,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Portland, ME

$181,000
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