Liberty Bank jobs in Middletown, CT - 116 jobs

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: The Day Porter Custodian is essential for ensuring a pristine, safe, and functional environment within and surrounding the Liberty Bank back offices. This role involves performing routine daily janitorial services and providing prompt, professional response to immediate cleaning needs and unforeseen incidents, thereby supporting efficient operations and reflecting the bank's professional standards. ESSENTIAL FUNCTIONS: Facility Maintenance & Sanitation Routine Housekeeping: Execute daily cleaning tasks including sweeping, mopping, vacuuming, and dusting furniture or equipment to maintain a high standard of cleanliness across all corporate spaces. Restroom Management: Clean and stock bathrooms at least twice daily, ensuring toiletries and paper products are consistently available for employees and guests. Waste Management: Manage the timely breakdown and disposal of supply boxes and transport all trash and waste to designated disposal areas during business hours. Kitchen & Breakroom Management Appliance & Area Care: Maintain the cleanliness of kitchen and breakroom areas, including countertops, floors, refrigerators, toaster ovens, microwaves, coffee/Keurig machines, and water coolers. Inventory Oversight: Monitor and replenish breakroom inventory, including paper goods, coffee, tea, creamers, and cleaning supplies. Inventory, Logistics & Event Support Supply Chain Coordination: Track inventory levels in corporate supply closets, facilitate the transportation of supplies between buildings, and manage the ordering process for all stock items. Event Preparation: Maintain beverage and refreshment stock for board meetings and corporate events; assist with the professional setup of refreshments, tables, and chairs. Safety, Landscaping & Compliance Hazard Mitigation: Proactively inspect the entire property, including stairwells-for spills or water, performing immediate cleanup to ensure employee safety and prevent accidents. Facility Inspections: Monitor the physical condition of the property and promptly report any required repairs or maintenance issues to the Facilities Manager. Grounds Maintenance: Maintain plantings and landscaping at both the corporate headquarters and the Main Street branch to ensure professional curb appeal. Regulatory Compliance: Safely handle, store, and utilize various cleaning solvents and chemicals in strict accordance with OSHA, EPA, and State Health Department regulations. Minimum knowledge/skills: Minimum of 5 years of maintenance experience (Corporate setting is a plus) Safety Compliance: Knowledge of OSHA and EPA standards for handling hazardous cleaning solvents and chemicals. Operational Skills: Ability to operate and perform minor maintenance on custodial tools and basic hand tools. Industry Knowledge: Familiarity with commercial cleaning techniques, materials, and equipment. PHYSICAL REQUIREMENTS: Lifting 50 pounds Standing/ walking (6-7 hours) Motor vehicle operation Bending /lifting/twisting Must be able to safely handle various cleaning solvents and chemicals Operation of light power equipment Willingness to work in varying conditions, including outdoor environments with exposure to heat, cold, and rain COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management. Key responsibilities include recruiting, retaining and developing talent, creating a strong sales and service culture, and coordinating across teams to deliver a seamless client and advisor experience. Job expectations include building collaborative relationships across the market and externally to grow market share. Responsibilities: •Executes components of the market business plan with a focus on advisor productivity, revenue growth. •Supports all aspects of talent development, engagement and retention to create a culture of opportunity, inclusion, and respect in a highly matrixed environment. •Coaches Advisors to consistently deliver an exceptional client experience by providing guidance, feedback, and support that reinforces a client-first culture. •Supports cross-functional collaboration by coordinating with Office Management Team and other internal partners to deliver integrated client solutions. •Promotes adherence to risk and compliance standards, supporting the ME in maintaining a strong control environment and appropriately engaging to escalate and/or remediate when needed. •Supports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. •Represents the firm in local market (LMO) activities, business development efforts, advisor recruiting and community events to support market growth. Skills: Business Acumen Coaching Decision Making Executive Presence Recruiting Customer and Client focus Inclusive Leadership Relationship Building Risk Management Emotional Intelligence Leadership Development Performance Management Process Effectiveness Conflict Management Drives Engagement Required Qualifications: •Minimum 8 years professional experience•Must have series 7, Series 63 and 65 or 66, Series 9 and Series 10, and Series 31 or 3. If series 31 or 3 not currently held, must obtain within 120 days. Desired Qualifications: •3 years direct or matrixed management experience preferred•Strong leadership and communication skills with executive presence that garners attention and impact.•Proven ability to lead people to perform through a poised, confident demeanor that commands respect and action.•Agile learner with demonstrated resilience and ability to lead self and others through change.•Experience influencing at scale, including associates outside of direct reporting line . •Strong judgment and decision making, particularly on issues relating to risk management, talent, performance management, and problem resolution.•Proven ability to manage multiple and sometimes competing priorities.•Experience in unpredictable environments, including unplanned internal or external needs.•Wealth management acumen, inclusive of product knowledge, regulatory and supervisory requirements, industry trends and firm-wide initiatives.•Bachelor's degree or equivalent work experience preferred. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Hartford - 185 Asylum St - Hartford - City Place (CT2101) Pay and benefits information Pay range$170,000.00 - $215,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: Reporting to the Manager of HRIS, Benefits & Operations, the incumbent is responsible for the preparation and processing of the bi-weekly payroll and all associated, ancillary tasks. Will assist with the coordination and completion of annual bank-wide processes including HR budget, performance & merit special compensation programs. ESSENTIAL FUNCTIONS: Supports all tasks associated with the timely preparation and processing of the Bank's bi-weekly payroll processing; payout of incentives, commissions, special monthly payroll, and other bonus/stipends. Completing tasks and audits as outlined in the Payroll Processing Manual and Payroll Processing Checklist; including balancing, payroll taxes, uploading files to vendors, completing G/L 'tickets', and G/L interface file. Performs the calculation and processing of 'off cycle' pays for corrections, terminations, and special requests. Maintain the GL account mapping of payroll expenses and liabilities and reconcile monthly. Ensure that all payroll wages and deductions are properly set up to comply with federal and state tax regulations and FLSA overtime calculations. Compile and report workforce data as required by state and federal agencies. Supports the bank's HR budget process, maintaining the budget database, creation of worksheets for distribution to collect budget data, entry of budget data, running reports, and analyzing data. Provides support for the Bank's Annual Performance Review processes. Ensure that all employees are assigned to the appropriate manager and assist managers as needed throughout the process. Process bonus payroll annually to include: EPIP, Discretionary EPIP, SLIP, CIP and RSIP. Responsible for assisting with writing policies, procedures, and training materials. Other duties as assigned. MINIMUM REQUIREMENTS: Bachelor's degree in Human Resources Management preferred or equivalent work experience. Minimum of 5 years of experience processing payroll using an HCM system as well as general knowledge of state and federal labor laws, tax regulations and tax reporting. Strong written and verbal communication skills Proficiency in Microsoft Excel (PivotTables, VLOOKUP/XLOOKUP, advanced formulas, etc) Proven analytical and critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Prolonged Sitting and Standing COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: This position is responsible for Processing EFT bank disputes through Centrix DTS. Ensures the customer experience is consistently aligned with Liberty Bank's Leadership, Vision, Mission and Core Values. Collaboration with internal business partners, as well as being a strong team player who takes pride in performing well and helping others all while contributing to a positive team environment. ESSENTIAL FUNCTIONS: Responsible for investigating and researching Regulation E Error Resolution disputes in accordance with Regulation E Electronic Funds Transfer requirements. Process chargeback adjustment entries to Fiserv. Serves as the main point of contact for customer-related questions and requests and ensures timely resolution of customer debit card issues. Serves as a back for wire transfers. Minimum knowledge/skills: Attention to Detail: Crucial for accuracy in financial data. Strong oral, written, and interpersonal communication Technical Proficiency: Familiarity with banking software, payment technologies and Microsoft Office Suite. Problem solving: Ability to resolve complex issues efficiently. Regulatory Knowledge: Understanding of financial laws and compliance. High analytical aptitude with the ability to synthesize information from multiple sources simultaneously. Ability to build and maintain strong working relationships, functions well in a team environment and independently. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: The Product Intern will support the Product & Profitability team by analyzing customer, market, and product data across deposit and lending products. A key focus will be using bank-approved AI tools to design and strengthen the team's analytical capabilities and demonstrate how emerging technologies can deliver faster, more insightful decision-making for product development. The intern will also assist in building product fact sheets, modernizing team documentation, and collaborating with Marketing on internal site content. The role works closely with Product team members and provides exposure to how data-driven product management influences the future direction of organizational strategy. ESSENTIAL FUNCTIONS Analyze product, customer, and market data to identify trends and opportunities across deposit and lending portfolios. Use Copilot and other AI tools to accelerate research, automate analysis, and build best practices for AI usage within the Product team. Engage with stakeholders across Product, Marketing, Digital, and other departments to gather input and present findings. Intern Cohort & General Responsibilities: Participate in cross‑departmental intern activities and perform additional duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree in Finance, Business Management, Marketing, Economics, or a related field is preferred Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: As an IT Data Management & Integration Intern at Liberty Bank, you will assist in implementing various Data Management, Analytics, and Integration solutions. This role offers the opportunity to work with diverse systems, ranging from traditional financial applications to sophisticated SaaS solutions, supporting key innovation initiatives in Data Management & Enterprise Architecture and System Integrations. Reporting to the Enterprise Architecture Leader, you will collaborate across the organization to transform IT operations by developing data reporting models, integration strategies, and key processes, working closely with internal IT teams and vendors to drive the adoption of new technologies. ESSENTIAL FUNCTIONS: Business Analysis: Collaborating with business teams to prioritize information needs and identifying opportunities for process improvements. Data Storytelling: Analyzing datasets to answer key business questions, identify emerging trends, and develop compelling data-driven insights. Systems Maintenance: Performing routine maintenance for existing integrations, including monitoring active jobs and assisting in the resolution of technical issues. Requirements Gathering: Working with stakeholders and external vendors to document business requirements, use case scenarios, and "as-is/to-be" workflows. Testing & Evaluation: Designing and executing test plans to evaluate the performance and reliability of system integrations. Cross-Functional Coordination: Supporting project management by coordinating activities between IT teams and various business units. Standards Development: Assisting in the creation and implementation of domain standards, best practices, and strategic roadmaps. Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Technology or related field. Experience providing data/research support preferred Experience in data collection and analysis is preferred Knowledge of Tableau, SQL, Integration tool is a plus Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills Proficiency in MS-Office tools (Excel, Word, PowerPoint) PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: Reports to an Underwriting Supervisor. Incumbent is responsible for providing support to loan originators by working directly with Borrowers with the primary objectives of 1) enabling the loan originators being supported to close more loans; and 2) improving the quality of loan files submitted to underwriting. Support Loan Officers by assisting in the origination process. This includes communicating with borrowers and supporting or guiding them through the process of obtaining a Retail Lending loan (i.e. mortgage, home equity loan, or HELOC). This includes working with borrowers directly (via phone or in-person), loan originators, and loan support staff to obtain information from borrowers and submit a complete file for underwriting. Knowledge of AUS, FHA, VA, USDA, and State finance programs required. ESSENTIAL FUNCTIONS: Effectively manage a pipeline of 35 to 40 loans with focus on critical dates and file completeness. Responsible for completing loan applications by working with borrowers and loan originators. Responsible for ensuring that all loan documentation relative to the submission of an application is complete, accurate, with information received, reviewed, and verified, including updated income, assets and liabilities, contracts, and update application accordingly. Manage all loan applications for subordinate liens (i.e. HDF, HH, HOP, LCI, FHLB, etc.) with direct contact with agencies ensuring files meet each agency requirements. Run AUS system and match findings to Loan Operating System ensuring accuracy of information submitted. Order appraisal and applicable PDR/Inspections as needed. Issue commitment approval package and attorney notifications. Communicate all loan approvals to Liberty Bank assigned Attorney. Understanding of Liberty Bank products, policies, procedures, and secondary market guidelines to ensure files submitted are complete. Frequently interact with third parties such as realtors, attorneys, and builders to facilitate the exchange of information for a seamless application and closing process for borrowers. Act as a Liaison between customer and underwriting to facilitate a submission to underwriting for final approval. Responsible to redisclose all loans as required within regulatory required timelines. Monitor APR for accuracy and redisclose as required. Generate, deliver, and work with Borrower and vendor on all CHFA and Condominium specific requirements. Identify problem situations and act proactively to resolve. Update Loan Originators on the status of all pending and approved loans on an as needed basis. Contact Loan Officers and Borrowers with loan approvals and conditions. Communicate directly with the applicants beginning with initial application contact, throughout the process including loan approval, discuss and review outstanding loan conditions and continue contact to ensure all conditions have been received to facilitate a clear to close. Review Commitment Expiration, Appraisals Outstanding and Rate Lock Reports on a daily basis Communicate expiration dates to borrowers and Loan Originator's and request rate lock extensions or exceptions for all approved loans as needed. Assist customers in clearing conditions and validate all documents submitted. Assist construction customers with permits and/or builder requirements. Review all Mortgage Insurance certificates for proper coverage and rates. Generate a "Clear to Close" form and communicate with Borrower to meet regulatory guidelines for signature and receipt. Provides consistent level of high-quality customer service to customers and internal partners Perform any additional duties/activities assigned by management. Assure compliance with Liberty Bank policies and procedures. Review and understand various reporting from internal and external sources. Adheres to applicable federal and state regulations and Bank policies and procedures, including OFAC, BSA, PATRIOT Act, Privacy, and consumer protection regulations. Will need to be registered with the National Mortgage Licensing System (NMLS) Anyone who takes a residential mortgage loan application or offers or negotiates terms of a residential mortgage loan for compensation or gain must register with the NMLS as a Mortgage Loan Officer (MLO). To be registered, the MLO must pass a background check. Failure to comply with registration and annual registration or not pass a criminal background check administered by NMLS may result in termination. Maintain effective working relationships with Loan Originators, Loan Advisors, Closers and all fulfillment staff. Perform any additional duties/activities assigned by management. SECONDARY FUNCTIONS: Stakeholder communication Communicate regularly with internal partners and external vendors principal accountabilities: Excellent communication skills with ability to work directly with borrowers. Strong understanding of mortgage/home lending products Working knowledge of conventional and government loan programs, and secondary market guidelines Demonstrated ability to live the Liberty Bank values of Accountability, Customers, DE&I, Integrity, Relationships, Teamwork, and Trust Desire to learn new things, adapt to change, and meet deadlines. Passionate about helping customers with retail lending products in a positive way. Sense of urgency to achieve measurable results. Enjoys the challenge of transformation MINIMUM REQUIREMENTS: 5+ years of related experience in multiple areas of mortgage/consumer loan processing or related activity 10+ years of relevant industry experience Knowledge of Loan Estimate, APR, interest rates and disclosure/re-disclosure timelines. Proven ability to work with customers and achieve high satisfaction ratings. Ability to partner with internal teammates for common goals. Strong organizational and time management skills PHYSICAL REQUIREMENTS: Use of General Office Equipment Ability to Work on a Computer for Extended Periods of Time COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. .

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: We are seeking a motivated law student to support the Office of the General Counsel. The intern will work directly with our executive leaders, internal clients, vendors, and service providers, offering comprehensive legal support for the entire bank. This role provides broad exposure to the in-house legal function within the financial services industry. ESSENTIAL FUNCTIONS: Legal Research and Analysis: Conduct in-depth research on federal and state banking regulations (such as FDIC guidelines), case law, and emerging financial statutes to provide actionable insights for senior leadership and internal clients. Contract Management and Review: Support the reviewing and drafting of transactional documents, vendor agreements, and service provider contracts to ensure they meet internal compliance and risk standards. Corporate Governance and Documentation: Assist in the preparation of corporate records, board meeting materials, and governance documents, while helping to maintain official bank policies and procedures. Regulatory Compliance and Ad-Hoc Projects: Monitor and summarize regulatory updates to identify potential impacts on bank operations, and participate in special projects related to litigation support, intellectual property, or process improvements within the legal department. Collaboration with Retail Team and Document Validation: Work closely with the Retail team to review and validate the accuracy of official documents, including but not limited to Powers of Attorney, Conservatorship orders, Estate documents, and Subpoenas. This responsibility involves ensuring that all submitted documentation meets legal and regulatory standards, supporting the Retail team in interpreting complex legal instruments, and providing guidance to internal stakeholders on proper procedures for handling sensitive customer matters. Other duties as assigned. MINIMUM REQUIREMENTS: Currently enrolled in Law School (rising 2L or 3L). Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Familiarity with legal research tools (e.g., LexisNexis, Westlaw) Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: The HR Intern will play a vital supporting role within the Human Resources department, touching every stage of the employee life cycle. This dynamic position involves collaborating across multiple HR functions, from recruitment and onboarding to employee engagement and total rewards, to help drive HR initiatives and support employees throughout their careers at Liberty Bank ESSENTIAL FUNCTIONS: Create an end-of summer presentation for the CHRO focusing on three rising trends in HR for Liberty Bank and potential opportunities for strategic advantage. Assist with planning and preparation of onboarding processes and new employee orientation. Develop helpful resources for new hires, such as FAQs, guides to company culture, or introductions to key systems and tools. Support the annual talent review process by organizing performance data, preparing calibration materials, and coordinating the schedule for leadership training sessions and review meetings. Design and distribute educational materials or a digital "Benefits Spotlight" series to increase employee awareness and utilization of specific Liberty Bank wellness and retirement programs. Assist in various aspects of recruitment process including but not limited to assisting with the candidate experience, managing LinkedIn Talent Hub page, reviewing and improving interview guides. Identify manual HR tasks and research/propose a digital solution or workflow automation to improve departmental efficiency. Gain exposure to Employee Relations by shadowing HR Business Partners during performance management consultations, always maintaining strict confidentiality and professional discretion. Partner with HR Analytics on reporting while operating with the highest level of confidentiality and discretion regarding sensitive employee information and personnel records. Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Human Resources, Industrial Relations, Business Administration or related field. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: Reporting to the Head of Specialty Lending and Services, the incumbent is responsible for performing audits of various functional areas relating to timeshare loans to ensure activities and procedures conform to applicable policy and regulatory guidelines. ESSENTIAL FUNCTIONS: The incumbent schedules and performs audits of outside third-party servicing companies, borrowers which self-service, custodian companies, Wellington Financial (Liberty's exclusive timeshare correspondent), and attends audits being conducted by other financial institutions in which Liberty is a participating bank. These audits are conducted to ensure that appropriate internal controls are in place, policies and procedures are being adhered to, and that exposure to risk is minimized. Conducts interviews, reviews documentation and recordkeeping and follows audit trails to identify irregularities in controls and procedures. Summarizes audit findings and prepares reports for the Manager of Resort Finance and the Commercial Servicing Manager outlining recommended corrective actions. Clarifies audit findings and explains subsequent audit recommendations to management, Wellington Financial, outside servicing/custodial companies and timeshare borrowers. Maintains effective communication with the above to facilitate completion of audits and to insure implementation of proposed recommendations. Keeps abreast of changes in Bank policy and procedures and applicable regulatory guidelines. Keeps the Manager of Commercial Loan Servicing and the Manager of Resort Finance abreast of information based upon auditing projects. The incumbent is also responsible for billing, tracking and collecting all reimbursable travel expenses from the appropriate developer. principal accountabilities: Audits Conducts comprehensive audits according to established plans identifying areas of existing or potential weaknesses. Reporting Prepares well written detailed reports which summarize audit findings including appropriate recommendations for corrective action. Communicating Maintains effective communication to foster a cooperative work environment in order to implement recommended courses of action. Lead Capacity Provides guidance to less seasoned participants to insure proper analysis during field audits. Files Maintains up-to-date files and records to support audit findings. EEO Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action/Equal Employment Opportunity, and Equal Opportunity Lending programs to achieve the Bank's goals and objectives. Compliance Adheres to applicable federal and state regulations and Bank policies and procedures, including OFAC, BSA, PATRIOT Act, Privacy, and consumer protection regulations pertaining to incumbent's business line. Completes required training (on-line and in-person) by set due dates. SECONDARY ACCOUNTABILITIES: Advance Audits Performs a selected number of advance audits on a monthly basis. Reimbursable Fees Tracks, bills and collects applicable reimbursable expenses. DIMENSIONS: Est. 12 - 17 Audits per Year Portfolio: ~$750MM MINIMUM REQUIREMENTS: Preferred Bachelor's Degree in Finance, Accounting, Audit, or related field of study. Four to Five plus years of related analytical/underwriting related experience. Thorough knowledge of existing loan policies, all aspects of financial statement analysis, and industry best practices in risk assessment and management. Excellent written and oral communication skills and a high level of proficiency in Word and Excel. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Ability to Travel by Car/Airplane Personal Computers COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects, and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: The summer intern in community development will assist in implementing the department's 2026 Outreach and enhancing our CRA initiatives. ESSENTIAL FUNCTIONS: Facilitate outreach training events supporting the Department's agreement with the Department of Children and Families (DCF) Youth initiative and the Hartford GRIT Program. Facilitate outreach, oversight, and training of the various municipal Summer Youth Work Programs within our CRA Assessment Area. Conduct research on Eastern MA community development Needs Assessment and draft a written report. Coordinate a financial literacy podcasts series targeting college students. Conduct an analysis of the Bank's affordable housing impact. Other duties to support the Community Development team. MINIMUM REQUIREMENTS: Currently pursuing a bachelor's or master's degree. Preferred candidates to be majoring in Project Management, Business Administration or Finance Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills Strong presentation skills Proven Outreach skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - New Haven - 157 Church St - New Haven Green (CT2226) Pay and benefits information Pay range$70,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Hartford, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Boston, Massachusetts;Atlanta, Georgia; Tampa, Florida; Providence, Rhode Island; Jacksonville, Florida; Hartford, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members. In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager(RM),Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. **Responsibilities:** + Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury + Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions + Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio + Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners + Negotiates and structures legal documentation related to loans and derivatives + Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle + Trains, coaches, and mentors Credit Analysts and Associates + Serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationship + Working closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio + Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationship + Underwrite and structure complex credit transactions with minimal oversight + Some travel time with face-to-face interaction with our dealer clients + Involved in the negotiation and closing process for transactions in portfolio + Oversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reports **Required Qualifications:** + Minimum of 7 years commercial credit underwriting an analysis with a commercial bank or OEM captive finance organization. + Strong knowledge and comprehension of loan and collateral documentation + Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers + Confidence and ability to develop an independent viewpoint and present a business case to support conclusions + Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus + Coaching and mentoring skills + Strong Microsoft Office Skills **Desired Qualifications:** + Minimum of 10 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization in the auto retail space. Direct customer-facing experience in a goal-oriented environment. + Bachelor's degree in Finance or Accounting **Skills:** + Analytical Thinking + Credit and Risk Assessment + Financial Analysis + Loan Structuring + Underwriting + Attention to Detail + Business Acumen + Financial Forecasting and Modeling + Research Analysis + Written Communications + Business Development + Collaboration + Critical Thinking + Portfolio Analysis + Stakeholder Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: Assist managing Enterprise Project Management Office (EPMO) projects for the bank which include new locations, new/upgrades to systems, process updates to comply with new regulatory requirements, process improvements, large strategic initiatives, etc.). ESSENTIAL FUNCTIONS: Shadow Project Managers during project management activities and meetings Receive mentoring on project management and EPMO processes, tools (e.g. OneNote, Copilot, Azure Boards, OnePlan), and procedures from EPMO Leader and Project Managers Assist with project management activities (e.g., meeting facilitation, meeting summaries, scope development, project closure reports, project change controls, project issue/risk/action item tracking, project schedules) Help with EPMO process improvement initiatives Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Project Management or Business Administration. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

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. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: • Monday - Fridays and rotating Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Cheshire - 185 Highland Ave (CT2356), US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258), US - CT - Southbury - 108 MAIN ST N (CT9108), US - CT - Westport - 126 Post Rd E - Westport Center (CT2190) Pay and benefits information Pay range$65,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: As a Universal Banker, you'll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank's Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch. In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. ESSENTIAL FUNCTIONS: Provides on-site Branch Operations Supervisor coverage for various branches locations as assigned. Actively engages in immediate customer acknowledgment, meeting and greeting customers. Adheres to established customer service standards and provides a differentiated experience through meaningful sincere conversations. Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed. Meets/Exceeds personal sales goals in the areas of all banking products and services offered. Utilizes the Discovery Guide to uncover new opportunities to recommend appropriate solutions. Proactively reaches out to customers to contribute to the retention and servicing of both Consumer and Business relationships. Ensures accurate and timely documentation of activities and follow up opportunities in the appropriate banking systems. Understands and educates customers on alternative delivery channels including digital banking. Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials. Effectively and accurately processes an array of banking transactions including new account opening, lending and referrals to other business lines. Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing. Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets. Volunteers for special projects within the scope of your job responsibilities. Participates in community events and establish relationships for the benefit of the bank. Completes other related duties as assigned. Minimum knowledge/skills: College degree or equivalent work experience preferred. Minimum of 6 months of Retail Banking or equivalent Sales experience. Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications. Strong verbal and written communication skills. Ability to effectively ask questions and identify needs to enhance the customer relationship. Attention to detail and the ability to execute accurately on a variety of policy and procedures. Ability to take initiative and work independently. Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience. Ability to develop and foster a positive team/work environment. Ability to proactively plan the day to contribute to the overall success of branch sales and operations. Availability to work weekends and/or extended hours as required. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Use of general office equipment Ability to travel COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: As the Digital Program Intern, you will handle various tasks related to digital statistics and trend reporting, project management, and innovation research. The role is designed for a highly motivated, detail-oriented individual who is eager to gain hands-in experience in a fast-paced digital environment and contribute meaningfully to business outcomes. The Digital Coordinator Intern will help with one or more projects that the Digital team is working on at the time of the internship, allowing opportunities to gain exposure and understanding. ESSENTIAL FUNCTIONS: Partner with the digital team to design, build, and maintain dashboards that track key digital performance metrics and usage trends Analyze digital data to identify trends, insights, and opportunities, supporting leadership reporting and decision-making Maintain and update project management dashboards, including timelines, milestones, deadlines, and status reporting across digital initiatives Assist with fintech partnership initiatives, including coordination, documentation, and tracking of ongoing potential partnerships Conduct research on emerging financial technologies, digital tools, and industry trends; summarize findings and recommendations for consideration by the digital leadership team Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Project Management or Business Data Analytics. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. OVERVIEW: Summer interns will complete a 10-week internship located full-time on site in Middletown, CT. Liberty Bank is proud to host a dynamic and diverse internship program designed to cultivate the next generation of banking and finance professionals. Through this immersive internship, participants will have the opportunity to work closely with seasoned professionals, contribute to real world projects and develop essential skills that will prepare them for successful careers in the financial services industry and beyond! SUMMARY OF THE JOB: Spend your summer mentored and engaged by our driven and collaborative commercial credit team. Commercial Credit interns will be responsible for assisting the department in conducting annual financial reviews of existing commercial loan relationships to determine the continued credit worthiness of the borrower This includes summarizing the findings in written reports. ESSENTIAL FUNCTIONS: The intern will work closely with Portfolio Managers and Relationship Managers to learn the ins and outs of commercial real estate lending, cash flow modeling, Argus Enterprise & Microsoft excel, portfolio management, and complete sectional underwriting of Green Light Memos. The Intern will additionally work with the rest of the CRE Lending and Servicing team to learn their respective roles, responsibilities, and work hands-on with them in their daily work. Other duties as assigned. MINIMUM REQUIREMENTS: Currently pursuing a Bachelor's or Master's degree. Preferred candidates to be majoring in Finance, Economics, Business Administration, Marketing Analytics, Risk Management. Strong written and verbal communication skills Demonstrated computer skills including Microsoft Office Proven analytical skills Proven critical thinking skills Strong organizational skills PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Ability to travel. COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.