Job Level : Any
Level of Education :
Job Type : Full-Time/Regular
Date Updated : 01/12/2026
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
The Marketing Coordinator supports the execution of marketing initiatives across the organization by managing projects, coordinating vendors, and providing operational, analytical, and administrative support to the Marketing Department. This role works closely with internal teams and external partners to ensure marketing programs are delivered on time, within budget, and aligned with brand standards. The Marketing Coordinator also supports research, events, internal communications, and digital content while assisting Marketing leadership with day-to-day activities and special projects.
ESSENTIAL DUTIES & RESPONSIBILITIES
Manage assigned marketing projects from initiation through completion, ensuring timelines, budgets, and strategic objectives are met.
Assist with budget tracking, invoice processing, accrual projections, and vendor pre-billing in coordination with Finance and Accounts Payable.
Serve as a key liaison with external vendors for signage, print, promotional items, merchandise, fulfillment, and event materials.
Conduct preliminary marketing research, competitive analysis, and market monitoring; report on competitor products and promotions as they arise.
Support customer, prospect, and employee survey programs.
Support brand consistency across all marketing channels and materials.
Assist with drafting presentations and internal communications.
Contribute to the management and maintenance of the bank's intranet site, including writing, updating, and organizing content.
Contribute to the planning and coordination of bank events, including internal, customer-facing, and community events.
Represent the bank in the community and assist with outreach and engagement initiatives.
Provide administrative support to the Marketing Department, including documentation, scheduling, and coordination.
Assist the SVP of Marketing with research projects and day-to-day marketing activities.
Perform additional duties as assigned or required.
The position can be based out of either our Wellesley, MA or Portsmouth, NH location.
Experience and Skills
JOB REQUIREMENTS
Ability to perform job functions independently or with limited supervision and work effectively either on own or as part of a team
Driven to expand marketing knowledge and related skillsets
Understanding of marketing, branding, and sales strategies
Excellent listening, verbal, written, and presentation communication skills
Strong project management and organizational skills
Solid writing skills. Graphic design skills a plus
Capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the Bank and demonstrate highest levels of customer service and discretion when dealing with the public
Ability to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace
Ability to effectively handle multiple, simultaneous, and changing priorities
Capable of exercising highest level of discretion on both internal and external confidential matters
Ability to focus on detail and verify accuracy of numbers and text
Project a professional image to maintain credibility with customers and team members
Strong working knowledge of MS Office products, especially powerpoint and Excel. Experience with Adobe Creative Suite
Must comply with all Bank policies and procedures, and all applicable laws and regulations
Ability to adhere to Needham Bank's Core Values including Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn and Do the Right Thing
EDUCATION & EXPERIENCE
Bachelor's degree or 2+ years' concentration in marketing, communications, business or related experience
High level of proficiency in Internet marketing concepts & practices, including the ability to conceptualize user navigation/flow through new online services
Must possess knowledge of analytics and user experience, website development and management, and direct mail required
Experience with design/creative software
WORKING CONDITIONS/PHYSICAL DEMANDS
Normal business office environment
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary
Must be able to work extended hours whenever required or requested by management
Must be capable of regular, reliable and timely attendance
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
PAY RANGE: $25.73 - $33.45 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$25.7-33.5 hourly 5d ago
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Teller Manager
Needham Bank 3.8
Needham Bank job in Needham, MA
Job Level : Mid Career (2+ years)
Level of Education : High School/GED
Job Type : Full-Time/Regular
Date Updated : 01/07/2026
Years of Experience : Up to 2 Years
Starting Date : Invalid Date
Salary : $0
Job Summary: Promote and ensure first class customer service through consistent and effective coaching and development of teller staff. Maintain an environment that fosters teller's teamwork and supports an individual's professional development. Organize and facilitate internal teller meetings to ensure effective communication of pertinent aspects of the bank. Ensure branch safety and soundness through adherence to audit, regulatory and procedural guidelines. Perform compliance, procedural and control audits in the retail teller area. Responsible for Bank Secrecy Act training and compliance at the teller level.
Qualifications: To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
ESSENTIAL DUTIES & RESPONSIBILITIES
Manages teller team ensuring that appropriate Bank policy and procedures are followed in all aspects of teller operations, security, and compliance.Completes all teller team staffing schedules.
Completes all reports in a timely manner as required.
Ensures efficient daily operation of the branch.
Oversees daily ATM settlement, under dual control.
Performs additional responsibilities as directed by Bank Management.
Monitors branch activities for compliance with BSA and AML, reporting appropriate items to BSA Officer.
Oversees daily distribution of daily tasks when applicable.
Ensures that the tellers are performing their duties in accordance with policy.
Serves as resource to customer service representatives and teller teams.
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Full knowledge of the products and services offered by the bank
Knowledge of department support structures, resources and personnel
Ability to work a flexible schedule based on the hours of operation of the bank, including Saturday mornings, ability to lift 30 pounds
Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly motivated
Must have reliable transportation, must be flexible and able to adapt to new job locations and re-assignments as directed
Fluent in written and verbal English communication skills
Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)
EDUCATION & EXPERIENCE
High School Diploma, or GED required
One to two years of job-related experience, including formal teller and new accounts training
Must have recent customer service and sales experience particularly in cross-marketing products and services
Superior customer service skills, exceed customers' expectations
Educated in banking regulations and laws
Excellent interpersonal and supervisory skills
Excellent knowledge of computer and keyboard skills
PAY RANGE: $25.73 - $33.45 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$25.7-33.5 hourly 3d ago
Branch Supervisor
Needham Bank 3.8
Needham Bank job in Needham, MA
Job Level : Management
Level of Education : BA/BS
Job Type : Full-Time/Regular
Date Updated : 12/15/2025
Years of Experience : 2 - 5 Years
Starting Date : Invalid Date
Salary : $0
Job Summary: Responsible for the effective management of branch staff and oversee all aspects of branch operations security and compliance in absence of Manager. Oversee the sales, service, operational efficiency, risk, internal control and personnel management activities to meet bank objectives for the branch. Perform customer service such as opening new accounts, establishing direct deposit accounts, opening retirement accounts, and assisting customers with queries concerning the bank's products and services according to the Bank's standards, procedures and policies. Increase the Bank's market share by maximizing sales and referral opportunities through relationship management and business developments efforts.
Qualifications: To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
ESSENTIAL DUTIES & RESPONSIBILITIES
Promote and ensure best-in-class customer experience through consistent and effective coaching/development of branch staff
Ensure branch employees adhere to the standard of owning all inquiries and replying with 24 hours.
Manage branch staff ensuring that appropriate bank policy and procedures are followed in all aspects of branch operations, security and compliance; ensure efficient daily operation of the branch
Manage as well as execute the process of assisting customers with issues and/or questions relating to their accounts, including the establishment of new account and services. Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts
Implement consistent consultative selling practices on a daily basis
Monitor branch activities for compliance with BSA and AML, reporting appropriate items to BSA Officer
Maintain an environment that fosters teamwork
Contribute to performance evaluations, counsel/discipline employees when needed; coordinate branch staff training when needed
Oversee daily ATM settlement, safe deposit box program, where applicable; and daily distribution of daily tasks when applicable.
Maintain a positive and professional image of the bank, promoting good-will by being an active member of the community
Assist in the on the job training of new branch colleagues
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Ability to supervise, monitor and evaluate the work of others
Highly motivated and experienced managing multiple direct reports
Fluent in written and verbal English communication skills
Demonstrate and promote high ethical standards and behaviors
Participation in community organizations and events required
Ability to build strong relationships across the organization, exceed customer expectations, adapt to change and lift 30 pounds
Must have reliable transportation ; must be flexible and able to adapt to new job locations and re-assignments as directed
Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings. May include providing coverage at other locations, as necessary.
Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)
EDUCATION & EXPERIENCE
Bachelor's degree highly desired or equivalent experience/combined education required
Banking industry experience highly preferred
Three to five years of previous experience as a customer service representative in order to assist branch retail staff
Extensive background in bank operating policies and procedures, banking regulations (state and federal), employee development and public relations
Proficient in Microsoft Office
WORKING CONDITIONS/PHYSICAL DEMANDS
Normal business office environment
Ability to lift 30 pounds.
PAY RANGE: $60,690.83 - $78,898.08/year
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$60.7k-78.9k yearly 3d ago
Digital Banking Specialist
Needham Bank 3.8
Needham Bank job in Needham, MA
Job Level : Any
Level of Education : High School/GED
Job Type : Full-Time/Regular
Date Updated : 10/30/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
Job Summary: Under the direction of the Digital Banking OAO Manager, originate, process, and service the digital banking portfolio including account origination, maintenance, servicing, and reconciliation in accordance with state and federal regulatory compliance guidelines.
Qualifications:
To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
ESSENTIAL DUTIES & RESPONSIBILITIES
Review Online Account Opening (OAO) applications, ensuring applicant identities have been validated, accounts have been funded, and all ancillary services have been appropriately established.
Provide customer support via phone and email related to digital banking areas.
Review and process Consumer Online Banking applications.
Monitor closed online banking agreements and perform necessary maintenance
Create monthly activity reports; pull daily system reports for review, follow up and communicate outstanding issues on a regular basis
Perform daily responsibilities of associated digital banking services, such as Zelle, External Transfers, Loan Payment, Money Management, etc. Provide internal/external system support
Review and process business and/or consumer remote deposit capture items for timely delivery to processor
Assist with day 2 balancing and review process of all remote deposit capture services
Review and monitor anomalies in the online banking channel using fraud detection system
Contact customers and/or branch personnel in response to unusual or suspicious activity. Work with other department team leaders on cases
Creating and updating digital banking procedures; provide assistance and guidance to branch personnel regarding digital banking policies and procedures
Provide assistance with Quicken/QuickBooks inquiries/troubleshooting
Work with vendors and outside service providers to ensure operational performance standards are maintained
Assist in digital banking system projects, system upgrades and system change notification related to digital banking and help facilitate duties including customer correspondences, tracking, updating customer information systems and performing other functions to ensure compliance with state and federal guidelines
Provide assistance and backup with all digital delivery channels and processes
Provide prompt, courteous service to internal/external customer promoting professionalism, confidentiality and the desire to assist
Assist as back up to all other functions in Digital Banking
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Highly motivated and experienced managing multiple tasks
Demonstrate and promote a high ethical standards and behaviors
Strong customer service and problem-solving skills
Strong knowledge and understanding of digital banking processes and terminologies
Maintain a professional manner at all times
Be an active TEAM player
Adapts and helps other manage change
Perform additional duties as requested or assigned
Strong computer and technical skills
Fluent in written and verbal English communication skills
Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed
Ability to adhere to Needham Bank's Core Values (Quick-Decision Making, Reliability, Relationship-Based Focus & Quality Service)
EDUCATION & EXPERIENCE
High school diploma or equivalency required
Knowledge of banking preferred
Prior digital banking experience a plus
WORKING CONDITIONS/PHYSICAL DEMANDS
Normal business office environment
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
PAY RANGE: $20.04 - $26.05 - hourly
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$20-26.1 hourly 3d ago
Contracts Attorney
Needham Bank 3.8
Needham Bank job in Wellesley, MA
Job Level : Any
Level of Education :
Job Type : Full-Time/Regular
Date Updated : 12/23/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
We are seeking a detail-oriented and experienced Contracts Attorney to join our legal team. In this role, you will be responsible for reviewing, drafting, negotiating, and managing a wide variety of contracts including Master Services Agreements (MSAs), Statements of Work (SOWs), Software-as-a-Service (SaaS) agreements, and consulting agreements. You will play a key role in helping ensure contract terms meet legal, regulatory, policy and business requirements. Working under the guidance of the General Counsel, you will assist with streamlining contracting processes, implementing and finalizing standard templates, and supporting cross-functional teams across the bank.
Success in this role requires creating contract documentation and engaging in vendor negotiations and discussions with business team members that balances the legal risk with the business needs of the Bank, keeping in mind the contract and vendor risks. In addition to managing contracts, you will work with vendor management on contract lifecycle matters that involve legal, including monitoring contract expiration dates, assuring risk assessments are complete where applicable, applicable due diligence other applicable vendor matters.
ESSENTIAL DUTIES & RESPONSIBILITIES
Manage the legal redlining and negotiation of each vendor contract (either alone or with others) to bring contract to timely resolution.
Help implement standardized processes, templates, and guidelines to streamline contract negotiation workflows.
Serve as an advisor to the General Counsel and other senior leaders on contracts matters.
Conduct legal research and provide support on special projects related to vendor risk, compliance, and contract management.
Strong attention to detail, ability to manage multiple priorities on tight timelines.
Excellent written and verbal communication skills.
Provide legal advice and guidance, and collaborate with other internal stakeholders on contractual rights, obligations, and risks.
Assist with contract lifecycle management, including organization, tracking, renewal, and termination processes.
Responsible for drafting, negotiating, and reviewing legal documents such as new and amendment contracts.
Work with Legal Contract Administrator regarding maintaining the electronic contract administration database.
Provide weekly status updates to the General Counsel and Vendor Management of all ongoing contracts.
Work with other stakeholders to grow our Vendor Management software system.
Assist General Counsel or other legal team personnel with non-contract items as needed.
Experience and Skills
JOB REQUIREMENTS
Demonstrated expertise in contract negotiation and redlining, with attention to detail.
Experience with banking preferred.
Proficiency with legal technology platforms.
Excellent verbal and written communication skills, with the ability to collaborate effectively across functions.
Strong organizational, analytical, and problem-solving skills, with the ability to manage multiple priorities under tight deadlines.
Strong interpersonal and communication skills, with the ability to work independently and as part of a team.
Ability to adhere to Needham Bank's Core Values (
Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing
)
EDUCATION & EXPERIENCE
5+ years of experience in contracts management, with a focus on SaaS, BaaS and eCommerce industries.
Juris Doctor degree from an accredited law school required.
Member of Massachusetts bar in good standing with no prior incident.
Must be proficient in Microsoft Office Suite including Excel, Word, Outlook, and in SharePoint, and related software.
WORKING CONDITIONS/PHYSICAL DEMANDS
In-office 3 days a week, remote 2 days a week option, as Bank policy may be revised from time to time.
Location in Wellesley, Massachusetts at this time.
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
Pay Range: $100,379.70 - $140.531.58
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting.
Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$65k-95k yearly est. 3d ago
Credit Analyst - C&I Lending
Needham Bank 3.8
Needham Bank job in Needham, MA
Job Level : Mid Career (2+ years)
Level of Education : BA/BS
Job Type : Full-Time/Regular
Date Updated : 11/25/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
Responsible for analyzing and monitoring the credit worthiness of the Bank's commercial customers. Recommend credit facilities within the established bank guidelines.
ESSENTIAL DUTIES & RESPONSIBILITIES
Collect and track receipt of financial statements, borrowing base certificates, and covenant compliance certificates from existing customers
Perform annual reviews of existing relationships including spreading financial statements, analyzing corporate borrower's financial performance and condition, evaluating cash flow, collateral, guarantor support and other pertinent factors
Produce modification requests for existing relationships
Prepare preliminary analysis, typically financial statement spreads and cash flow calculation, of prospective borrowers
Underwrite new loan requests including above referenced analysis as well as evaluation of proposed transaction
Assign risk ratings as appropriate and monitor covenant compliance
Provide analytical support to Senior Credit Analyst and Account Officers as needed
Attend and participate in meetings with customer and Account Officer as needed
Be prepared to discuss proposals with approval authorities on a one-on-one basis as well as in a committee setting
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Knowledge of commercial and industrial lending practices and related areas
Knowledge of financial institution regulatory environment and policy
Ability to work independently with some guidance from team members
Prioritize work product in order to meet varying deadlines
Excellent knowledge of corporate and personal financial statements
Excellent financial analytical skills with sound judgment and decision making abilities
Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly self-motivated
Aptitude in Microsoft Office Suite, especially Excel and Word
Experience with spreading software
Excellent written and verbal English communication skills
Ability to adhere to Needham Bank's Core Values (
Quick-Decision-Making, Reliability, Relationship-Based Focus and Quality Service
)
Represent the Bank at various community functions
Participate on Bank task forces and committees as assigned
Engage in continuing education opportunities as they become available
EDUCATION & EXPERIENCE
Bachelor's degree in Accounting/Finance or related area
At least 2 years of Commercial and Industrial Lending credit experience with loan exposures ranging from $500,000 to $35 million.
SBA underwriting experience preferred.
WORKING CONDITIONS/PHYSICAL DEMANDS
Normal business office environment
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
Pay Range: $69,794.45 - $90,732.79
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting.
Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$69.8k-90.7k yearly 3d ago
Project Manager
Needham Bank 3.8
Needham Bank job in Needham, MA
Job Level : Any
Level of Education : BA/BS
Job Type : Full-Time/Regular
Date Updated : 11/21/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
Under the direction of the SVP Project Management Director, this position oversees high-priority projects, which often require considerable resources and high levels of functional integration. The role of the Project Manager is to plan and manage projects according to strict deadlines and within budget. This includes coordinating the efforts of team members and third-party vendors in order to deliver projects according to plan. During systems projects, the project manager will incorporate the system selection process into the project plan and guide the project team through system selection.
ESSENTIAL DUTIES & RESPONSIBILITIES
Organize and lead project teams and work through the company's project management cycle for strategic initiatives including discovery, RFP, the business case, approval, execution and completion. Conduct post project reviews to measure benefits realized.
Through the project lifecycle, utilize project tools for documentation including project plans, implementation plans, meeting minutes and project status recaps.
Responsible for preparing and executing project plans on approved projects. Review project plans and milestones to ensure project plans are being followed on a timely basis and deliverables are met; manage the process and teams to accomplish project goals
Oversee all aspects of projects to include due diligence, initiation, planning, execution and closing stages; define project scope, objectives, requirements, and deliverables that support business goals in collaboration with senior management and stakeholders
Oversee and manage the vendor due diligence process on projects, following project management protocols for appropriate level of review of contracts
Support the Project Management department with creation of project management procedures and processes
Manage and implement project changes/interventions to achieve completion; act as a liaison to expedite projects or problem resolution as it relates to product development, system upgrades and new releases and asses system training issues
Conduct project post implementation reviews
Lead the planning and implementation of special projects in company operations
Develop and maintain project plans, schedules, and budgets
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Must possess solid leadership skills
Ability to perform job functions independently or with limited supervision and work collaboratively and effectively either on own or as part of a team
Ability to read and carry out various written instructions and follow oral instructions
Ability to speak clearly and deliver information in a logical and understandable sequence
Capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public
Ability to perform responsibilities with composure under the stress of deadlines /requirements for extreme accuracy and quality and/or fast pace
Ability to effectively handle multiple, simultaneous, and changing priorities
Capable of exercising highest level of discretion on both internal and external confidential matters
Strong listening, verbal and written communication skills
Ability to conform to shifting priorities, demands, and timelines through analytical and problem solving capabilities
Ability to learn, understand, and apply new technologies, techniques, and procedures
Ability to elicit cooperation from a wide variety of sources, including upper management, coworkers, and customers
Project a professional image to maintain credibility with customers and team members
Ability to manage multiple projects in a fast moving environment
Ability to adhere to Needham Bank's Core Values (
Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing
)
EDUCATION & EXPERIENCE
Bachelor's Degree or comparative work experience
3-5 years' experience of similar or related experience, including preparatory experience
Familiarity and knowledge of Information Technology terminology and operations
WORKING CONDITIONS/PHYSICAL DEMANDS
Must be able to routinely perform work indoors in climate-controlled shared work area
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary
Must be able to work extended hours whenever required or requested by management
Must be capable of regular, reliable and timely attendance
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
Pay Range: $69,794.45 - $90,732.79
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting.
Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$69.8k-90.7k yearly 3d ago
Community Reinvestment Act Summer Intern
Rockland Trust 4.5
Norwood, MA job
Being an intern is an incredible opportunity to gain real-life work experience, build professional skills and establish connections. Rockland Trust feels that internships should include meaningful work. As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. With the chance to collaborate across departments, interns at Rockland Trust can expand their network and gain valuable insights into their chosen field. Additionally, Rockland Trust fosters a supportive and caring culture encouraging interns to grow and find their path. We have witnessed many stories of interns building long-lasting careers at the Bank.
Rockland Trust is seeking a summer intern to provide support in all areas of the Community Reinvestment Act (CRA) Compliance. The position requires strong verbal communication, organizational, and research skills. Excellent computer skills, including experience in Microsoft Word and Excel are critical. Candidate must be comfortable with sorting data in excel, merging data from different workbooks and must be quick to learn other analytical excel formulas on the job.
Duties and Responsibilities:
Collecting and aggregating market data Support review of donations and services for CRA credit Assist coordination of community outreach meetings
Assist in compilation of demographics necessary for performance context used in evaluating CRA posture
Provide support in preparation for the FDIC's CRA Examination Other clerical tasks will be assigned by the department as needed.
Qualifications:
The individual applying for this position must be a flexible self-starter with the ability to work independently and as part of a team in a fast paced multitask environment.
Applicants must understand the confidential nature of the department's purpose in the Bank.
Excellent computer skills, including Microsoft Word and Excel Ability to multitask in a fast-paced environment Customer service skills
Working towards a business or related degree in college.
Seeking current college rising seniors working towards a business or related degree who are 21 years of age or older. This internship will involve occasional outreach events at locations requiring attendees be at least 21 years old to attend.
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$34k-39k yearly est. Auto-Apply 26d ago
Call Center Representative - Brockton
Rockland Trust Company 4.5
Brockton, MA job
At Rockland Trust, we believe that each relationship matters - and that starts with our Call Center Representatives. We take pride in the care and excellent service provided by our call center staff. We handle it all - from loans to checking accounts, online banking and more - you will engage customers in all areas of banking, as well as identify any financial needs they may have. Variety is the spice of life, and we have it in spades!
As a Call Center Representative, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We have a fantastic training program that will prepare and support you throughout your career with ongoing classes. Service incoming customer calls following established policies and procedures in an efficient and quality manner.
RESPONSIBILITIES
Ensure every transaction is processed correctly by confirming transaction with caller to ensure a mutual understanding.
Identify opportunities to grow customer relationships with bank through referral programs.
Utilize all available resources, and communication skills to resolve customer inquiries or issues to avoid escalation to extent possible.
Complete all training requirements on time.
Identify process improvement ideas with CIC management team.
Become a candidate to act as a peer coach for new hire representatives.
Communicate system issues promptly to management.
Other duties as assigned by CIC management team.
QUALIFICATIONS
High School diploma required (4 year college degree or equivalent work experience preferred)
Fluency in Spanish or Portuguese strongly preferred.
Basic understanding of banking or finance
Good communication, problem solving, and organizational/time management skills required
Prior customer service experience preferred. Prior sales experience a plus.
Proficient computer skills, use of Microsoft Office, and ability to navigate multiple systems without assistance
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$33k-38k yearly est. Auto-Apply 30d ago
Customer Information Center/Call Center Summer Intern - Brockton
Rockland Trust Company 4.5
Brockton, MA job
Rockland Trust is seeking a Summer Intern to join the team in the Customer Information Center/Call Center.
Being an intern is an incredible opportunity to gain real-life work experience, build professional skills and establish connections. Rockland Trust feels that internships should include meaningful work. As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. With the chance to collaborate across departments, interns at Rockland Trust can expand their network and gain valuable insights into their chosen field. Additionally, Rockland Trust fosters a supportive and caring culture encouraging interns to grow and find their path. We have witnessed many stories of interns building long-lasting careers at the Bank.
Rockland Trust is hiring for Summer Interns in the Customer Information Center/Call Center. Locations are flexible, with offices in Brockton, Franklin, Lowell, and Plymouth. This is an in-office position, Monday-Friday, 8:30 a.m.-5:00 p.m.
This is a great opportunity to learn all about Banking Products while in college
Are you looking for an opportunity to grow personally and professionally?
Are you passionate about Customer Service?
Do you enjoy learning new skills and making others feel valued?
Do you have an interest in personal finance?
If you answered yes, then we want to hear from you!
Responsibilities
At Rockland Trust, we believe that each relationship matters - and that starts with our Call Center Representatives. We take pride in the care and excellent service provided by our call center staff. We handle it all - from loans to checking accounts, online banking and more - you will engage customers in all areas of banking, as well as identify any financial needs they may have. Variety is the spice of life, and we have it in spades!
As a Summer Intern, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We have a fantastic training program that will prepare and support you throughout your career with ongoing classes.
Qualifications
Rising Juniors or Seniors studying Business or related degree preferred
Basic understanding of banking or finance
Good communication, problem solving, and organizational/time management skills required
Proficient computer skills, use of Microsoft Office, and ability to navigate multiple systems without assistance.
Excellent Customer Service Skills
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award-winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$35k-40k yearly est. Auto-Apply 25d ago
Sales Support Specialist (Commercial Loan Administrator)
First Citizens Bank 4.8
Wellesley, MA job
First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team, partnering with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios.
Responsibilities
* Ongoing Sales Support: Provide ongoing sales support to Lenders, including identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed.
* Documentation Support: Originates, processes, and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing.
* Ongoing Credit Servicing Support: Resolving documentation exception issues, maintaining service levels, updating financial statements, and preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels.
* Monitoring of Past Due Credits: Communicate, report, and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact.
* Ongoing Customer Service/Office Support: Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution.
Qualifications
* Basic Requirements:
* High School Diploma or GED with 4+ years of experience in sales or lending support OR
* Bachelor's Degree with experience in sales or lending support
* Additional Requirements:
* Must have 1+ years of experience, specifically in business or commercial loan processing
* !Mortgage loan processors will not be a good fit for this position!
* Must have 1+ years of Loan Servicing and Documentation Preparation experience
* Strong working knowledge of the loan documentation and loan closing processes
* Experience with:
* UCC filings
* Assisting multiple bankers
* Working in a fast-paced environment
* Preferred Skills:
* Proficient in Microsoft Office Suite
* Highly organized and deadline driven
* Detail oriented with strong focus on accuracy, compliance, and risk awareness in a banking environment
* Strong ability to multitask
* Professional written and verbal communication skills
PLEASE NOTE: There are no remote capabilities for this position at this time. Ideal candidate must live within a comfortable commuting distance of:
* 336 Washington Street in Wellesley, MA
* 53 State Streen in Boston, MA
This job posting is expected to remain active for 90 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.
If hired in Massachusetts, the base pay for this position is generally between $30.94 and $41.85. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at *************************************** #LI-KL1
$30.9-41.9 hourly 5d ago
Portfolio Manager - CRE Lending
Needham Bank 3.8
Needham Bank job in Wellesley, MA
Job Level : Any
Level of Education :
Job Type : Full-Time/Regular
Date Updated : 12/26/2025
Years of Experience : Any
Starting Date : Invalid Date
Salary : $0
Responsible for ongoing portfolio management in the CML RE Lending area as well as managing and growing a portfolio of CML RE clients with loan and non-loan related business.
ESSENTIAL DUTIES & RESPONSIBILITIES
Support the growth and development of an assigned CML RE portfolio, effectively managing clients with loan and non-loan products
Complete or review credit analyses on existing and prospective loan accounts
Write detailed narrative reports regarding the relationship, including the history of the relationship, a review of financial data, collateral coverage, ability to service debt and the risks associated with the credit
Identify relationships requiring updated financial and related information, and prepare customer correspondence related to timely collection for ongoing monitoring
Review personal and business financial statements, tax returns and other pertinent financial information
Prepare various written loan reports including: loan presentations, loan modifications, and credit file comments as needed in accordance with the Bank's loan policy and procedures and state and federal banking regulations
Recommend appropriate loan risk rating
Review loans for covenant compliance
Assist CML RE team lenders with customer inquiries and servicing requests
Serve as the back-up for CML RE Lenders on the team when they are out of the office
Monitor overall CML RE loan portfolio exposure for maturities, delinquencies, DDA overdrafts and overall changes in credit situations
Participate on Bank task forces and committees as needed
Represent the Bank at various community functions
Perform additional duties as requested, needed or assigned
Experience and Skills
JOB REQUIREMENTS
Superior customer service skills
Excellent financial analytical skills with sound judgment and decision making abilities
Strong written and verbal English communication skills and ability to interact with all levels of management, peers and customers
Extensive knowledge of personal/business financial statements and tax returns
Solid knowledge of financial institution policies and procedures
Strong knowledge of commercial real estate lending practices and related areas
Ability to organize and prioritize to meet deadlines
Good time management skills and ability to handle multiple projects
Working knowledge of Microsoft office applications
Reliable, self-starter and highly self-motivated
Ability to adhere to Needham Bank's Core Values (
Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing
)
EDUCATION & EXPERIENCE
Two to four years' bank credit experience or related bank experience in underwriting and analyzing business financial statements and tax returns is preferable
Strong knowledge of Federal and State banking regulations
WORKING CONDITIONS/PHYSICAL DEMANDS
Normal business office environment
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
Pay Range: $75,247.15 - $105,346.01
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting.
Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
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$75.2k-105.3k yearly 3d ago
Fraud Prevention Investigator
Rockland Trust Company 4.5
Plymouth, MA job
Rockland Trust is seeking Fraud Prevention Investigator to join the Fraud Prevention team. The Fraud Prevention team coordinates day-to-day implementation of the bank's enterprise-wide fraud prevention efforts. Our program is designed to ensure protection of our customers and the bank from illicit actors who exploit banking services with nefarious and criminal intent. Our Fraud Prevention team protects our customers and the bank from losses. The Fraud Prevention team also develops and/or assists in the development of appropriate policies and procedures, including those designated to assist the business units to conduct appropriate due diligence and to prevent, detect and report fraudulent and suspicious activity.
As the Fraud Prevention Investigator at Rockland Trust, you will support the Fraud Prevention Team by contributing to the execution of our Fraud Prevention strategies. You will assist in conducting focused investigations, participate in developing targeted fraud prevention strategies, and support initiatives designed to strengthen specific areas of our financial security framework. In this role, you will help identify and address emerging risks within your scope, ensuring that effective controls, innovative procedures, and relevant training programs are implemented. Your role will be important in supporting our efforts to protect the Bank, its clients, and its employees from financial threats while upholding high standards of integrity and security.
Duties & Responsibilities to contribute to the bank's overall strategy and risk profile include:
Regulatory Knowledge: Possess a solid understanding of and ability to interpret regulations and policies related to fraud prevention. Stay well-informed about evolving state and federal regulations, industry standards, and best practices to ensure your investigations align with legal and institutional requirements.
Case Investigations: Conduct thorough and meticulous investigations by analyzing transaction data, customer profiles, and relevant third-party information. Make decisions on customer accounts, transactions, and recommend closures or further action when necessary, ensuring the integrity of the process.
Investigative Expertise: Exhibit advanced investigative and analytical skills, formulating well-supported and clearly articulated rationales for decisions made during fraud investigations. Maintain strict adherence to departmental protocols while addressing complex cases.
Judgment and Compliance: Exercise sound judgment when managing fraud alerts and investigations. Ensure full compliance with internal policies, procedures, and external regulatory standards, and escalate any issues or anomalies to management for resolution.
Liaison and Support: Serve as a knowledgeable resource by providing responsive telephone and email support to internal teams, including Rockland Trust colleagues, as well as customers, external financial institutions, and law enforcement agencies. Facilitate seamless communication during investigations.
Strategy and Implementation: Play an active role in executing established fraud prevention strategies and risk mitigation initiatives. Ensure precision and accuracy in case documentation and reporting to meet compliance and operational standards.
Process Improvement: Continuously identify areas for process enhancements and actively contribute innovative ideas. Support efforts to refine and optimize policies, procedures, and investigative tools for greater efficiency.
Additional Duties: Take on other assigned responsibilities to ensure the overall effectiveness of your role and alignment with the bank's strategic goals. Contribute to broader initiatives as needed to bolster fraud prevention efforts.
Required Skills & Experience:
Associates or Bachelor's in Criminal Justice, Business, Finance, or a related field or equivalent work experience is required.
Strong interpersonal and communication abilities to interact effectively with colleagues at all levels of the Bank. Ability to clearly convey investigative findings and collaborate across departments, including retail and commercial banking, compliance, and risk management.
Foundational understanding of various banking functions, including retail banking, commercial banking, trade finance, asset-based lending, and loan documentation. This knowledge will support investigations into fraud occurring across different banking sectors.
Excellent written and verbal communication skills, with the ability to present complex information and recommendations clearly. Effective at collaborating with senior management, regulatory bodies, and other stakeholders.
Exceptional attention to detail, with the ability to maintain high accuracy in performing tasks, even when facing frequent interruptions. Capable of managing multiple priorities and handling sensitive information with precision.
Strong ability to conduct thorough research using multiple internal and external resources. Able to gather data, analyze information, and synthesize findings to support fraud investigations and case resolutions.
Solid investigative and analytical techniques, with the ability to analyze complex financial data and identify intricate patterns and red flags of fraudulent activity. Ability to provide well-supported rationales and strategic recommendations based on comprehensive analysis.
A team player who works well in a collaborative environment while also demonstrating the ability to take initiative and work independently on tasks. Capable of contributing to the overall success of the fraud prevention team while handling individual responsibilities effectively.
Proficiency in MS Office applications, including Outlook, PowerPoint, Word, and Excel, with the ability to effectively use these tools for data analysis, presentation development, and professional communication.
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Colleagues who work 20 hours or more per week are eligible to participate in our health insurance program. Other benefits include: Competitive compensation with performance incentive awards, Dental Insurance, a 401K and DC Plan for your retirement, Life Insurance, Vacation Time, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Rockland Trust is currently seeking an Account Processing Specialist (Temporary Assignment) for our Plymouth office. This position focuses on the accuracy and verification of all new accounts and provides operational support to the Deposits Department and the Retail Branch network.
This position will be responsible with assisting in the daily operations of all phases of Account Processing including but not limited to Certificates of Deposits, interest adjustments, change of addresses, operational support for CDAR and ICS processing and Electronic Account Opening. This position requires a great deal of verbal and written communication with both internal and external customers.
Primary Duties and Responsibilities:
Perform all operational support for Certificates of Deposits, i.e. process renewals, daily pending, and verification of all transactions, collateral holds and unposted items.
CDAR and ICS processing.
Verification of all new accounts for proper set up and related paperwork and regulatory compliance.
Process all title change requests.
Perform maintenance to the RMS system.
Process address change requests.
Process all accounts opened online.
Scan, index and verify all paperwork to the Doc Viewer system.
Monitor all Contact Notes and process accordingly.
These include combined statement requests, address changes, closed accounts, and type changes. Verify daily, monthly and quarterly reports related to various jobs.
Perform interest adjustments.
Assist manager with annual processes B Notices, Abandoned Property, W8 Ben recertification.
Additional Responsibilities Include:
Verify daily, monthly and quarterly reports related to various jobs
Perform interest adjustments
Process closed accounts
Process C Notices
Support Branch, CIC and customers with inquiries
Process Opt In/Opt Out requests
Prove General ledger accounts daily
Assist with Abandoned Property mailing and maintenance.
Mail daily notices
Process returned statements
Other tasks as requested
Job Requirements:
Strong analytical skills to evaluate the interconnectivity and accuracy of data.
Working knowledge Microsoft Word, Excel, PowerPoint and Outlook. SharePoint.
The incumbent must be dependable, highly organized, possess effective communication skills and the ability to work independently.
Ability to establish and maintain effective working relationships
Updates job knowledge by participating in educational opportunities
Must be able to perform general office duties, including but not limited to maintaining supplies and distributing communications when needed
May be required to lift and/or move up to 20 pounds
Education and/or Experience Requirements
High school diploma or equivalent required.
Branch processing knowledge is a preferred.
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$49k-67k yearly est. Auto-Apply 2d ago
Data Quality Program Manager
Rockland Trust 4.5
Plymouth, MA job
About the job:
Rockland Trust Bank is driving innovation in how financial services are delivered to our customers and communities. As we expand, we're investing heavily in advanced analytics, data science, and AI to empower smarter decisions, deliver personalized customer experiences, and strengthen our digital transformation.
The Data Quality Program Manager plays a central role in building and maturing the Bank's enterprise Data Quality Program. This position is responsible for establishing scalable data quality processes, serving as the administrator for the Bank's data quality tooling, and partnering closely with data owners, stewards, and technology teams to ensure data is accurate, complete, consistent, and usable. The role reports directly to the Director of Data Governance and supports the Bank's broader data strategy, regulatory expectations, and analytics enablement efforts.
Key Responsibilities
Data Quality Program Development & Governance
Design, implement, and continuously improve the Bank's Data Quality Program
Develop and maintain Data Quality Policies, Standards, and Procedures.
Partner with the Director of Data Governance to integrate data quality practices into the broader Data Governance Operating Model.
Coordinate with data stewards and stakeholders to ensure scalable SLAs are implemented, KPI/KRI metrics are reported, and issues are remediated or escalated as necessary
Data Quality Tooling & Administration
Serve as administrator for the Bank's data quality/observability tool
Configure data quality rules, monitors, thresholds, and alerts across critical datasets.
Partner with Technology teams to onboard new systems and data pipelines into the data quality platform.
Maintain metadata and control logic within the tool, ensuring alignment with the data catalog.
Data Quality Monitoring & Reporting
Develop dashboards, scorecards, and KPI reporting to track data quality trends and remediation progress.
Conduct root-cause analysis in partnership with data stewards, business SMEs, and IT.
Maintain issue logs and coordinate follow-ups with stakeholders to ensure timely remediation.
Prepare materials for executive committees, audits, and regulatory examinations.
Stakeholder Engagement & Enablement
Work with business units to define critical data elements (CDEs), data quality rules, and quality expectations.
Collaborate with data stewards to interpret results, prioritize issues, and drive accountability.
Provide training and change management support to business and technical teams on data quality standards and tooling.
Act as a subject matter expert for data quality best practices.
Qualifications
Bachelor's degree in Information Systems, Data Management, Business, Computer Science, or related field.
3+ years of experience in data governance, data quality, data management, or analytics-preferably within financial services.
Hands-on experience with data quality tools, methodologies, data observability platforms, or data catalogs.
Strong understanding of data quality dimensions
Proven ability to manage cross-functional initiatives and work with business and technology stakeholders.
Familiarity with Snowflake, dbt, SQL, Python, Collibra, Power BI a plus
Excellent communication, documentation, and stakeholder-management skills.
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$109k-127k yearly est. Auto-Apply 44d ago
Commercial Banking Summer Intern
Rockland Trust Company 4.5
Brockton, MA job
Being an intern is an incredible opportunity to gain real-life work experience, build professional skills and establish connections. Rockland Trust feels that internships should include meaningful work. As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. With the chance to collaborate across departments, interns at Rockland Trust can expand their network and gain valuable insights into their chosen field. Additionally, Rockland Trust fosters a supportive and caring culture encouraging interns to grow and find their path. We have witnessed many stories of interns building long-lasting careers at the Bank.
Rockland Trust is a community-oriented bank with a rich history of providing exceptional banking services to individuals and businesses across New England. We are committed to offering tailored solutions in commercial banking, including lending, treasury management, and credit services. Our culture of collaboration, integrity, and innovation makes Rockland Trust an exciting place to grow your career.
We are seeking motivated, ambitious rising juniors and seniors to join our Commercial Banking Summer Internship Program. This is an excellent opportunity to gain hands-on experience in the commercial banking industry and learn from experienced professionals who are dedicated to your professional growth.
Job Overview:
The Commercial Banking Summer Intern will work closely with Rockland Trust's Commercial Banking team, supporting various functions within the department. This internship will provide exposure to the world of commercial lending, client relationship management, and credit analysis, among other aspects of the business. Interns will gain valuable insights into the daily operations of a leading community bank while developing skills that are essential for a successful career in commercial banking. The position is in the office Monday-Friday, 8:30 a.m. - 5 p.m.
Key Responsibilities:
Assist Relationship Managers in managing client portfolios, preparing reports, and conducting financial analysis
Conduct research on industry trends, competitor activities, and analyze the client base.
Support the loan application process, including documentation and underwriting. Assist in managing the client onboarding process.
Help maintain accurate client records, prepare reports for internal meetings, and assist in data analytics for executive presentations.
Participate in team meetings and collaborate across teams on various projects
Perform small research projects as needed and participate in customer outreach efforts to gain insights into client needs and business opportunities.
Qualifications:
Currently enrolled as a rising junior or senior at an accredited college or university, pursuing a degree in Finance, Economics, Business, or a related field.
Excellent analytical skills, with an ability to interpret financial data and produce meaningful reports.
Strong communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with financial modeling tools is a plus.
Ability to work independently, manage time effectively, and prioritize tasks in a fast-paced environment.
A strong interest in commercial banking, financial services, and business operations.
Preferred Qualifications:
Previous internship or work experience in finance, banking, or related fields is a plus.
Familiarity with credit analysis or financial modeling is advantageous.
A proactive, team-oriented attitude with the ability to adapt to new challenges.
Rising Junior or Senior in College
What You Will Gain:
Exposure to a wide range of commercial banking activities, including lending, client management, and financial analysis.
Hands-on experience with real-world banking processes and financial tools.
Networking opportunities with experienced bankers and industry professionals.
Mentorship from senior leaders in Commercial Banking at Rockland Trust.
A chance to explore career opportunities within a leading community-focused financial institution.
Competitive internship compensation (if applicable).
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$52k-76k yearly est. Auto-Apply 26d ago
Commercial Loan Servicing Specialist
Rockland Trust Company 4.5
Middleborough, MA job
Rockland trust is searching for a Commercial Loan Servicing Specialist. This role will be responsible for performing all duties associated with servicing the Bank's commercial and business banking loan portfolios. Provide superior customer service to the Bank's customers, lending units and branches. Maintain a comprehensive knowledge of the Horizon system, loan products and processes.
Position Responsibilities
Perform transactions and maintenance on Business Banking and Commercial loans.
Process renewals, extensions and modifications for all products.
Process advances, pay downs, payoffs and maintenance as assigned.
Monitor, maintain and update rate and payment change records as required.
Research and resolve servicing issues in support of lending units and customers within scope of authority and expertise.
Ensure compliance with state and federal regulations, Bank policy and department procedures.
Answer telephone inquiries for internal and external customers.
Assist in developing and updating procedures.
Perform any other duties and special projects as assigned.
Position Qualifications
Minimum of two years' experience in loan servicing. Comprehensive knowledge of the Horizon Loan System or similar servicing application.
Excellent PC skills, including Microsoft Office products as well as FIS Horizon, nCino, Datascan and Sharepoint.
Strong knowledge of the various types of financial instruments specific to the repayment of debt.
Ability to work independently in a multi-tasking environment while meeting critical deadlines.
Proven ability to solve complex issues and complete assigned tasks with minimal supervision.
Strong interpersonal communication with a focus on providing excellent customer service.
Must have excellent organizational skills; be detail-oriented, accurate and self-motivated.
At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they're empowered to make a difference for our customers and communities.
As one of The Boston Globe's “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we've built a workplace that enhances our colleagues' lifestyle and inspires them to reach their full potential.
For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.
Rockland Trust is the Bank Where Each Relationship Matters . In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$42k-79k yearly est. Auto-Apply 8d ago
Commercial Banker
First Citizens Bank 4.8
Boston, MA job
Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Commercial Bankers develop and maintain an active prospect list, customer outreach plan and quality referral sources. They are the primary contact for borrowing needs, on average, over $5MM and engage bank partners to provide a full range of deposit and related business services.
#LI-JR1
Responsibilities
In this role you will get to:
* Make an impact by contributing to the growth of the bank through commercial loans, deposits and fee income.
* Leverage your network to engage with local business owners and companies to develop business lending opportunities.
* Represent the bank in the community by attending and participating in civic, community and networking events.
* Engage in an efficient loan approval process with open communication and exposure to local credit partners.
* Be part of a collaborative team with various bank partners to support and deepen the full client relationship.
Qualifications
Bachelor's degree with a minimum of 6 years experience in business or commercial lending, credit or business development.
* Or-
High school diploma or GED with a minimum of 10 years experience in business or commercial lending, credit or business development.
Additional Requirements:
Business development experience
Financial analysis and credit underwriting skills
Knowledge of commercial lending, deposit and cash management solutions
Ability to provide financial guidance and expertise
Sales planning and forecasting experience
Preferred Qualifications:
Established COI's and referral sources
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
The base pay for this position is generally between $154,463 and $236,843. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
$61k-91k yearly est. 21d ago
Universal Banker (Float) - Rowley, MA
Brookline Bancorp, Inc. 4.1
Rowley, MA job
About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations.
What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement.
We are looking for an experienced and enthusiastic Universal Banker (Float) to join the team in our Rowley branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team then please apply today!
NOTE Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation.
Principal Duties and Responsibilities
* Process financial transactions including deposits, withdrawals, check cashing and loan payments
* Provides excellent customer service, identifies customer needs, and suggests appropriate line of products
* Proactively develops new customer relationships and expands relationship with existing customer
* Research and resolve all customer problems and inquires
* Interview consumer loan applicants. Submit and close consumer and equity loans
* Educates customers on all products and services and alternate delivery channels
* Cross sell products and services
* Engage in outside business development activities including cold calling and community involvement
* Contribute to the overall branch goals in sales and service
Job Specifications
* High School diploma or GED required
* Previous teller experience and cash handling experience
* Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook)
* Good oral and written communication skills
* Detail oriented and good organization skills
* Good working knowledge of all bank operating procedures, practice and policies
* Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines
* Ability to analyze situations and solve complex issues
$34k-39k yearly est. 13d ago
Commercial Lending Specialist - Peabody
Rockland Trust Company 4.5
Peabody, MA job
This position will serve as a resource to the Commercial Lending Center. The Commercial Lending Specialist is responsible for assisting Commercial Lenders with general administrative duties, credit-related activities and special assignments; orders loan documents; gathers credit information on current and potential borrowers; conducts account research; processes commercial loan payments or advances; assists Commercial Lenders in ensuring loan requests are complete; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The Commercial Lending Specialist must communicate and provide information by relevant methods internally and externally to assist and enable organizational operations.
Responsibilities:
Act as a liaison between the Lending Center Manager, Commercial Loan Officers, attorneys, customers & other areas within the Bank.
Prepare documents for loan origination, renewals and closings, such as commitment letters, credit memo, and other required documents.
Order and track documents required to complete loan file including ordering floods; appraisals and ESA's when applicable.
Review documentation against commitment and the credit memo
Assist in coordination of information sent to Credit department for analysis and spreads
Assist customers on a daily basis with various types of banking questions
Learn and assist lending team with implementation of the new nCino commercial loan system
Prepare reports and manage various databases;
Process and track all income and expenses information and review monthly finance reports for accuracy
Complete monthly pipeline report and goals reports
Manage, organize, and update relevant data using database applications
Obtain and review documentation deficiency report and endeavor to cure deficiencies as needed
Management of overdraft report
Interpret financial statistics and other data in order to produce relevant reports. Understand the relevance of key ratios, covenants and documentation exceptions
Assist in ensuring lender compliance with federal laws applicable to Rockland Trust's lending function.
Qualifications:
3-5 years of Commercial Banking experience and knowledge of various commercial loan documentation
Proficiency with Microsoft Office, Excel and Power Point
Ability to create financial and statistical tools and reports using excel spreadsheets
Must be detailed-oriented individual with strong analytical and communication skills
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.