Relationship Banker
Pentucket Bank job in Haverhill, MA
Full-time Description
Pentucket Bank is a community bank supported by the strength of our shared services organization, River Run, and banking affiliates Newburyport Bank and Rollstone Bank and Trust. Together, we shape the evolution of community banking through innovation and strong partnerships, while preserving the heartfelt service our customers value. Here, you will discover opportunities for professional growth, make a meaningful impact in your local community, and join a team that champions integrity, respect, teamwork, and continuous progress.
Start with heart.
The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank's Service Excellence Standards and product knowledge to develop and manage customer relationships.
Essential Job Functions
Actively stays current on all Bank products, services, procedures, policies, and applicable regulatory and compliance requirements by regularly attending team meetings, completing mandatory training on schedule, and applying knowledge to ensure accuracy and compliance in daily operations.
Demonstrates and explains additional products and services to customers using a consultative approach, identifying complementary services that add value; aims to cross-sell when appropriate, including during in-branch visits and when completing outbound calls using leads generated from Marketing or customer relationship management (CRM).
Deepens relationships with new and existing customers by discussing and identifying customers' financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.
Opens new consumer and business accounts, certificates of deposit (CDs), and all other ancillary products offered by the Bank. Answers customer questions, provides account opening information, and ensures proper paperwork is completed and entered into the system.
Meets performance goals consistently, while actively promoting products and services to add value and create customer awareness.
Participates in all Bank business development initiatives including deepening existing customer relationships and promoting banks products and services. Learns and adheres to all branch operation policies and procedures, including but not limited to check cashing, deposit-taking, account openings, debit card issuance, branch openings and closings, audit and compliance requirements, vault/automated teller machine (ATM) management, and other operational functions.
Services customers by processing a variety of transactions with minimal or no errors, including but not limited to:
accepting checks for cash and deposit
processing payments for loans and other services
maintaining necessary logs and processing mailed deposits
issuing money orders and official checks, processing coin, and ordering customer checks according to Bank policies and procedures
assessing appropriate fees for all services verifying all transactions, placing holds when appropriate, and balancing assigned drawer upon completion of assigned shift to ensure compliance.
Verifies transactions and account balances, ensuring compliance with bank policies and state and federal regulations and the Bank Secrecy Act (BSA).
Provides support with ATM related issues and weekly ATM balancing procedures.
Aids with verification of incoming and outgoing cash shipments.
Performs security function by opening and closing Bank and vault, ensuring overall safety and security of Bank grounds.
Ensures adherence to federal and state laws, regulations, and bank policies by preventing violations, minimizing risks, and safeguarding the Bank's interests.
Requirements
Education and Experience
High school diploma or equivalent.
Obtain Notary Public commission within the first year of employment.
1-2 years of teller, customer service and/or sales experience.
Cash handling experience preferred.
Basic knowledge and aptitude for math, working with numbers and cash handling.
Demonstrated customer service and oral and written communications skills.
Demonstrated passion and commitment to delivering experiences that enhance clients' financial well-being.
Basic organizational skills.
Proficient with computer software applications and utilizing internet-based applications.
Highly motivated self-starter with a strong work ethic, focused on acting in the best interest of clients while considering the Bank's objectives.
Attention to detail.
Ability to use critical thinking and problem-solving skills to effectively address clients' needs.
Ability to communicate clearly and confidently, easily engaging with clients of all types.
Ability to work collaboratively to achieve goals, fostering and maintaining strong relationships.
Ability to develop banking industry skills and possess qualities needed to provide an exceptional customer experience.
Ability to work effectively as part of a team.
Ability and willingness to work evenings, weekends, and at multiple market locations as required.
Physical Requirements
Clear speech and good hearing both face to face and on the phone; hears well in noisy social environments
Clear vision at 20 inches or less with or without corrective lenses; vision sufficient to drive motor vehicles safely with or without corrective lenses
Must be able to lift up to 10-25 pounds routinely, and up to 50 pounds occasionally
Pentucket Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.
If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at *************** or call ************.
#ZR
Salary Description $21-28.35 per hour
Relationship Banker
Pentucket Bank job in Haverhill, MA
Job DescriptionDescription:
Pentucket Bank is a community bank supported by the strength of our shared services organization, River Run, and banking affiliates Newburyport Bank and Rollstone Bank and Trust. Together, we shape the evolution of community banking through innovation and strong partnerships, while preserving the heartfelt service our customers value. Here, you will discover opportunities for professional growth, make a meaningful impact in your local community, and join a team that champions integrity, respect, teamwork, and continuous progress.
Start with heart.
The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank's Service Excellence Standards and product knowledge to develop and manage customer relationships.
Essential Job Functions
Actively stays current on all Bank products, services, procedures, policies, and applicable regulatory and compliance requirements by regularly attending team meetings, completing mandatory training on schedule, and applying knowledge to ensure accuracy and compliance in daily operations.
Demonstrates and explains additional products and services to customers using a consultative approach, identifying complementary services that add value; aims to cross-sell when appropriate, including during in-branch visits and when completing outbound calls using leads generated from Marketing or customer relationship management (CRM).
Deepens relationships with new and existing customers by discussing and identifying customers' financial needs, including making referrals to other colleagues and departments to ensure customer needs are met.
Opens new consumer and business accounts, certificates of deposit (CDs), and all other ancillary products offered by the Bank. Answers customer questions, provides account opening information, and ensures proper paperwork is completed and entered into the system.
Meets performance goals consistently, while actively promoting products and services to add value and create customer awareness.
Participates in all Bank business development initiatives including deepening existing customer relationships and promoting banks products and services. Learns and adheres to all branch operation policies and procedures, including but not limited to check cashing, deposit-taking, account openings, debit card issuance, branch openings and closings, audit and compliance requirements, vault/automated teller machine (ATM) management, and other operational functions.
Services customers by processing a variety of transactions with minimal or no errors, including but not limited to:
accepting checks for cash and deposit
processing payments for loans and other services
maintaining necessary logs and processing mailed deposits
issuing money orders and official checks, processing coin, and ordering customer checks according to Bank policies and procedures
assessing appropriate fees for all services verifying all transactions, placing holds when appropriate, and balancing assigned drawer upon completion of assigned shift to ensure compliance.
Verifies transactions and account balances, ensuring compliance with bank policies and state and federal regulations and the Bank Secrecy Act (BSA).
Provides support with ATM related issues and weekly ATM balancing procedures.
Aids with verification of incoming and outgoing cash shipments.
Performs security function by opening and closing Bank and vault, ensuring overall safety and security of Bank grounds.
Ensures adherence to federal and state laws, regulations, and bank policies by preventing violations, minimizing risks, and safeguarding the Bank's interests.
Requirements:
Education and Experience
High school diploma or equivalent.
Obtain Notary Public commission within the first year of employment.
1-2 years of teller, customer service and/or sales experience.
Cash handling experience preferred.
Basic knowledge and aptitude for math, working with numbers and cash handling.
Demonstrated customer service and oral and written communications skills.
Demonstrated passion and commitment to delivering experiences that enhance clients' financial well-being.
Basic organizational skills.
Proficient with computer software applications and utilizing internet-based applications.
Highly motivated self-starter with a strong work ethic, focused on acting in the best interest of clients while considering the Bank's objectives.
Attention to detail.
Ability to use critical thinking and problem-solving skills to effectively address clients' needs.
Ability to communicate clearly and confidently, easily engaging with clients of all types.
Ability to work collaboratively to achieve goals, fostering and maintaining strong relationships.
Ability to develop banking industry skills and possess qualities needed to provide an exceptional customer experience.
Ability to work effectively as part of a team.
Ability and willingness to work evenings, weekends, and at multiple market locations as required.
Physical Requirements
Clear speech and good hearing both face to face and on the phone; hears well in noisy social environments
Clear vision at 20 inches or less with or without corrective lenses; vision sufficient to drive motor vehicles safely with or without corrective lenses
Must be able to lift up to 10-25 pounds routinely, and up to 50 pounds occasionally
Pentucket Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.
If you are an individual with a disability and require a reasonable accommodation to complete the application process, you may contact Human Resources at *************** or call ************.
#ZR
Portfolio Manager ~ Boston
Boston, MA job
Principal Objective
To analyze and underwrite credit requests for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio.
Principal Duties and Responsibilities
C redit Underwriting
Analyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary.
Experience underwriting Commercial and Investment real estate deals.
Determine if request is in compliance with Bank policy and note exceptions.
Discuss deal structure, cash flow, collateral, and customer character with Relationship Managers (RM).
Recommend alternative credit structures or products where appropriate.
Accompany RM on customer calls and interact extensively with customers in person and over the phone.
Interact with attorneys and financial professionals including CPA's, CFO's, etc. as needed to assist in the underwriting and closing process.
Present analysis in written proposals for appropriate approvals and present as directed to the appropriate approval authority.
Conducts market surveys through contact with brokers, online research, etc.
Portfolio Management
Manage existing portfolio of customers by tracking and preparing annual renewals for lines of credit, reviews of term debt, and reviews of overdraft lines of credit.
Maintain tracking database with updated information as needed.
Compliance monitoring
Identify potential problem loans and deficiencies.
Assist customers when needed with questions regarding loans and retail products.
Job Specifications (Skills, Knowledge and Abilities Required)
Bachelor's degree in relevant field
2+ years experience in credit
Formal credit training is preferred
Excellent written and oral communication skills
Extensive knowledge of PC applications, including Excel, Word and Access
Performs other related duties as required or directed
Be familiar with and fulfill compliance requirements
Prepare loan memorandums consistently with minimal supervision
Behavioral Skills
Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.
Auto-ApplyFloat Banking Center Specialist
Springfield, MA job
Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include:
Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
Income protection benefits;
Educational assistance and tuition reimbursement benefits;
Generous total paid time off, and more
Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We are Made to Make a Difference in the lives of our customers, our communities, and for our team members every day since 1850. It is our people that drive our success and create our inclusive and engaging culture. We're excited to meet you to discuss our career opportunities and how you can make a difference as a part of our growing Retail Banking team!
About the Job:
Under the supervision of the Retail Banking Officer, the Float Banking Center Specialist, based out of our new Springfield Banking Center , plays an integral role in ensuring that an exceptional customer experience is achieved end-to-end in each banking interaction. Banking Center Specialists build and expand relationships by providing tailored service to each customer through active listening and engagement to understand their financial needs and goals. This role is also responsible for accurately operating a cashbox, cash recycler and vaults, along with opening new accounts, accepting loan applications and managing various account maintenance and servicing requests and troubleshooting. The hiring range for this position is: $22.00 - $29.00 hourly.
Status: Full Time, 38 hours per week
Duties and Responsibilities:
Identifies and pursues opportunities to build and deepen customer relationships by actively listening and engaging the customer to understand their current and future financial needs and priorities. Offers Country Bank solutions and educates customers on products, promotions and digital services to assist the customer in reaching their financial goals. Meets all defined growth and sales goals, as well as achieves at least acceptable average satisfaction ratings on all customer surveys.
In each customer interaction, takes ownership of the customer's request and manages the customer experience from end-to-end to ensure outstanding customer satisfaction. Appropriately involves referral partners in working together to meet the customer's request, and uses sound judgement to resolve or escalate customer issues. Responsible for identifying appropriate follow-up timelines and mediums based on customer preferences, and following through to make sure the customer is kept updated.
Opens various types of new accounts, including consumer, business, and retirement. Ensures proper identification is collected for various entity types and prepares and collects appropriate applications and agreements. Provides customers with instructions and education on self-service set-up products.
Manages all levels of account servicing requests such as processing address changes, issuing new ATM/Debit cards, enrolling and troubleshooting for online banking, and assisting customers with ATM/Debit fraud resolution.
Processes financial transactions for customers including deposits, withdrawals, loan payments, cashing checks, issuing cashier's checks, entering wire transfers and ordering foreign currency. May provide certain transaction exceptions, within policy or procedural guidelines. Performs transactions and balances a cash box, cash recycler, and vault daily while maintaining an excellent balancing record in compliance with the Bank's established Banker Performance Criteria.
Originates and closes home equity lines of credit and consumer loans.
Follows Bank procedures to independently open and close Banking Centers daily.
Models and promotes the Country Bank Experience for all staff. Participates in and facilitates role-play and skill building exercises, both independently and with the Banking Center team, to increase comfortability and improve technique in engaging the customer and identifying potential roadblocks to an outstanding customer experience.
Maintains knowledge of and compliance with applicable federal, state and local laws and regulations governing the activities of the Bank.
Participates in Bank promotions and community events to increase outreach and foster new business opportunities.
Responsible for building long-lasting relationships with customers both internal and external, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
Knowledge and Skills:
It is required that candidates for this role are bilingual, with the ability to speak Spanish fluently
Work independently and as part of a team
Strong in customer service and sales
Strong verbal and written communication skills
Ability to make effective presentations in a group setting
Basic knowledge of Microsoft Office suite, including Excel, Outlook, PowerPoint, and Word
Education and Work Experience:
A High School diploma or equivalent is required, along with a minimum of one year of customer service or sales experience. Work experience in the banking and/or finance industry is preferred, as well as experience with cash handling. Must acquire and maintain a Notary Public license and active registration with the Nationwide Mortgage Licensing System
Working Conditions/Physical Requirements:
This position is in an office environment, which means the physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards, with a moderate level of noise. Prolonged periods of sitting and looking at a computer screen with freedom of movement on a regular basis is expected. Minimal physical effort is required but could include: repetitive motion of wrists and fingers; talking and hearing; and handling of light materials and supplies. This position may require some travel between offices.
Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply.
Auto-ApplyCommercial Banker III
Wakefield, 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.
Currently, we are seeking an ambitious Commercial Banker III who thrives in a team setting, is driven, has integrity, is authentic, and has experience in Commercial Banking. This position is based out of our Wakefield, MA location. The primary responsibilities include the development of new business, management of existing loan portfolio and adherence to credit, compliance and operational policies.
Principal Duties and Responsibilities
New Business: This position will independently develop new business opportunities through business development efforts; including new client solicitation, active involvement in industry organizations, and expansion of existing client base. This will include the underwriting of loans by analyzing financial information and related reports and the preparation and presentation of credit approval memorandums. In addition, this position will document loans by ordering appraisals and environmental reports, issuing commitment letters, coordinating closings and overseeing the loan booking process. In addition to the development of loan opportunities, the Banker will work to increase deposits from clients, and generate non-interest fee income through the appropriate recommendation of interest risk hedging products, cash management sales, foreign exchange services and referrals to partner organizations.
Portfolio Management: Responsible for the ongoing maintenance and customer service of the assigned loan portfolio. Monitor the ongoing credit quality of the portfolio and assess the credit quality of each relationship in accordance with policy including the completion of annual credit reviews and periodic renewals throughout the year. This position will be responsible for the accurate entry of information to track/monitor the status of the portfolio.
Job Specifications
Bachelor's degree or equivalent
Minimum of 10 years of commercial lending and underwriting/portfolio management experience
Understand the commercial marketplace within the Bank's target area
Be well-versed with the Bank's credit policy and guidelines
Have familiarity with other products and services offered by the Bank, for cross-selling purposes
Ability to communicate effectively in both an oral and written capacity
Be willing to assume any other duties as may be required
Auto-ApplySwim Instructor - PAID TRAINING
Danvers, MA job
Responsive recruiter Benefits:
Employee discounts
Opportunity for advancement
Company parties
Flexible schedule
Free food & snacks
Free uniforms
Training & development
Wellness resources
Job Title: Swim Instructor & Lifeguard
Reports To: Deck Supervisor
FLSA Status: Non-Exempt
Dive Into a Career That Makes a Splash!Join a vibrant team committed to teaching kids aged 4 months to 12 years the life-saving skill of swimming. As a Swim Instructor and Lifeguard, you'll inspire confidence, build strong swimming foundations, and make water safety fun through the engaging Goldfish Swim School curriculum. Using SwimPlay and games, you'll turn learning into an unforgettable adventure.
With opportunities for growth, professional development, and bonuses, this role goes beyond just a job-it's a chance to create meaningful impact while having fun every day!
Who We're Looking For:We're seeking individuals who are:
High-energy and enthusiastic about working with kids.
Organized and dependable.
Eager to grow personally and professionally.
Passionate about creating positive experiences for families.
Strong communicators who thrive in a team environment.
Why You'll Love Working Here:
Flexible Scheduling: Balance work and life effortlessly.
Paid Training: Learn while you earn, with all training provided on the job.
Same-Day Pay: Get paid the same day you work your shift!
Culture-Driven Company: Join a supportive team that values collaboration and fun.
Employee Recognition: Your hard work won't go unnoticed.
Growth Opportunities: Advance your career with clear paths for promotion.
Your Role Includes:
Teaching swim lessons using the Goldfish Swim School curriculum to promote water safety and skill development.
Maintaining a safe environment by enforcing pool safety rules and monitoring swimmers.
Assessing students' progress and keeping parents updated on their child's achievements.
Being a positive representative of Goldfish Swim School, ensuring families feel welcomed and valued.
Using creativity and problem-solving to help students overcome challenges in the water.
Preparing the pool area for lessons and assisting with equipment setup and cleanup.
Reporting maintenance issues and accidents promptly while completing required documentation.
Participating in cleaning tasks to maintain a clean and inviting facility.
Attending required workshops and in-service training sessions to sharpen skills and stay updated.
Our Commitment to Safety:The safety of our swimmers, parents, and team members is our top priority. Goldfish Swim School adheres to all CDC, WHO, and local safety guidelines to ensure a healthy and secure environment.
Qualifications:
Must be at least 16 years old.
Experience as a lifeguard, coach, camp counselor, or childcare provider is a plus, but not required.
Basic swimming skills are essential. You must be able to swim at least 150 feet in a simple freestyle or breaststroke technique. This skill will be tested on your first day of employment.
Must pass a background check.
Required Certifications:
Lifeguard, CPR, AED, and First Aid certifications are required within 90 days of hire. Don't worry-Goldfish Swim School will provide the training!
Work Environment:
Expect warm temperatures and a lively atmosphere filled with excited kids and families.
Moderate noise levels are part of the fun!
Goldfish Swim School is an Equal Opportunity Employer.Ready to dive into a role that's as rewarding as it is fun? Join our team and make waves in the lives of young swimmers and their families! Compensation: $16.50 - $21.00 per hour
Tropical Vibes & Impacting Lives!
You feel it the moment you walk in. There's more than vibrant colors, a tropical theme and happy children. There's something different, something extraordinary. Something truly GOLDEN. It's passion. Not just a passion for kids or a passion for swimming…it's a special passion for changing - even saving - lives, by being a part of kids learning to swim.
When you work at Goldfish, you're not just an employee. You're a part of something bigger. You're making an impact; a splash in the lives of the children in your community. You're an integral part of a team, working together to move forward a mission. You're also making waves in your future, learning life lessons in and out of the pool through mentorship, leadership and passion. At Goldfish, it's more than a job - it's an endless pool of possibilities, opportunities and life-changing moments!
Making Waves with Passion, Purpose & Core Values!
At Goldfish, our core values are at the heart of everything we do, and behind every decision that we make. To us, these values are more than just words - they're embraced with purpose in our everyday lives, and what allows us to make a splash in our community, and in the lives of our members and our team!
We go above and beyond with every detail to create a GOLDEN Experience!
We believe in nurturing a culture that provides WOW! Customer Service
We do the right things, make the right decisions and treat people with Integrity • Compassion • Trust
We meet and exceed expectations so you see Extraordinary Results
We make a big deal about life's accomplishments by remembering to Celebrate!
Each Goldfish Swim School is an independently owned and operated franchise. The respective Franchisee is the employer at each Goldfish Swim School location. Each franchisee can set their own wages, benefit programs and terms and conditions of employment, which may vary at each Goldfish Swim School location.
Auto-ApplyTeller (part-time 17.5 hours) - Malden, MA
Malden, MA job
About Brookline Bank Since 1871, Brookline Bank has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 29 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 currently hiring a part-time Teller (17.5 hours) in our Malden branch. As the primary contact, Tellers greet customers in a friendly and professional manner and process transactions with speed and accuracy. The ideal candidate should have cash handling experience and excellent customer service skills. If you believe you have what it takes and are interested in joining our team then please apply today!
Principal Duties and Responsibilities
Maintain and balance a cash drawer
Balance within an acceptable time limit and within the guidelines of the Teller Variation Policy.
Process routine teller transactions
Cash checks within established check cashing limits, follows check cashing policy and seeks supervisory approval when necessary.
Follows all bank policies and procedures including security of the bank's assets to minimize exposure
Basic knowledge of bank products and services
Identify sales opportunities
Contribute to the overall branch goals
Required Skills
Cash handling experience
Retail banking or customer service experience
Excellent communication skills
Basic computer knowledge
Positive attitude
Work involves sitting, extended period of standing, occasional walking and lifting up to 50 pounds
Auto-ApplySOx Analyst
Boston, MA job
About Brookline Bank, a division of Beacon Bank & Trust
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.
Principal Objective:
The SOx Analyst supports all entities under Beacon Bank, a $23B Northeast Regional Bank, with its compliance with the Sarbanes-Oxley Act by supporting the design, implementation and monitoring of internal controls over financial reporting. The SOx Analyst will collaborate with both internal stakeholders and external auditors to assess risk, evaluate controls and drive continuous improvement in financial compliance processes.
Principal Duties and Responsibilities:
Assists the SOx Manager in ensuring the Company's SOx documentation is reflective of the current internal control environment for financial reporting.
Support annual walkthroughs and control testing in coordination with internal and external auditors.
Assists in updating process documentation (e.g., narratives, flowcharts, risk/control matrices) throughout the year and the completion of the annual risk assessment.
Tracks and analyzes identified SOx deficiencies.
Works with the business lines for developing controls to new processes or emerging risks.
Support management in quarterly SOx procedures in conjunction with financial reporting.
Provide support for special projects, including risk assessments, control rationalization, and automation initiatives.
Performs targeted reviews over various areas of the bank to identify potential SOx key controls
Job Specifications (Skills, Knowledge and Abilities Required):
Bachelor's degree in accounting, finance or equivalent experience.
2+ years of experience in public accounting, internal audit or a relevant accounting/finance role.
Foundational knowledge of SOx requirements, COSO Framework, and internal control best practices.
Working knowledge of accounting and auditing principles.
Strong communication (verbal and written), interpersonal, analytical, problem solving, data analysis, computer (Microsoft Word, Excel, Visio), time management, and organizational skills.
Familiarity with automated controls and IT General Controls (preferred)
Familiarity with Archer (preferred)
Analytical and conceptual ability to identify issues, balance risks, and recommend course of action.
Ability to multitask and work independently on initiatives.
Behavioral Skills
Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork.
Auto-ApplyAssistant Manager
Springfield, MA job
Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include:
Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
Income protection benefits;
Educational assistance and tuition reimbursement benefits;
Generous total paid time off, and more!
Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We are Made to Make a Difference in the lives of our customers, our communities, and for our team members every day since 1850. It is our people that drive our success and create our inclusive and engaging culture. We're excited to meet you to discuss our career opportunities and how you can make a difference as a part of our growing Retail Banking team!
About the Job:
The Assistant Manager, based out of our new Springfield Banking Center, works in conjunction with the Retail Banking Officer to ensure that the Banking Center is functioning at the highest level possible, including sales performance, managing customer growth and retention, oversight of the end-to-end customer experience, and operational practices. This role assists the Retail Banking Officer in supporting all staff development efforts, including coaching and training sustainment. Additionally, the Assistant Manager contributes to the Bank's overall goals and initiatives through individual participation in sales activities, calling programs, community engagement and delivery of tailored service to each customer by ensuring financial needs and goals are met.
The pay range for this position is $48 ,000 to $63,000.
This position is Full Time, 38 hours weekly.
Essential Duties and Responsibilities (Other Duties May be Assigned):
Provides on-the-spot coaching to Banking Center staff in regards to the Country Bank Experience, Avannis Survey management and any other opportunities necessary. Prepares and conducts quarterly coaching development sessions with banking center staff. Assists the Retail Banking Officer with identifying and correcting performance-related issues as they arise.
Ensures effective communication to staff on all policies, procedures, Bank-wide initiatives or operational changes. Assists Retail Banking Officer in facilitating Banking Center meeting discussions regarding leadership, operations, employee development, product knowledge, sales, service and goal objectives
Manages operational soundness and workflow of the banking center, including overall scheduling maintenance and approval, managing complex customer requests and ensuring audits are completed on time and according to policy guidelines.
Models and promotes the Country Bank Experience for all staff. Participates in and facilitates role-play and skill building exercises with the Banking Center team, to increase comfortability and improve technique in engaging the customer and identifying potential roadblocks to an outstanding customer experience. Works closely with Retail Banking Officer to implement strategies and activities to enhance the Country Bank Experience for the banking center and provides coaching to Banking Center staff.
Identifies and pursues opportunities to build and deepen customer relationships by actively listening and engaging the customer to understand their current and future financial needs and priorities. When appropriate, offers solutions and educates customers on products, promotions and digital services to assist the customer in reaching their financial goals. Meets all defined customer service and sales goals, as well as achieves high satisfaction ratings on all Avannis customer surveys. Responsible for mortgage, commercial loan, cash management, and merchant service referrals to other applicable internal business lines.
Opens various types of new accounts, including consumer, business, and retirement. Ensures proper identification is collected for various entity types and prepares and collects appropriate applications and agreements. Provides customers with instructions and education on self-service products including assisting and promoting ATM and ITM activity and awareness
Manages all levels of account servicing requests such as processing address changes, business account requests, and issuing new ATM/Debit cards, enrolling and troubleshooting for online and mobile banking, and assisting customers with ATM/Debit fraud resolution.
Originates and closes home equity lines of credit and consumer loans as well as Small Business Express.
Attends meetings, training classes, webinars and seminars appropriate to job responsibility to stay current and knowledgeable of banking trends and all Country Bank products and services.
Processes financial transactions for customers including deposits, withdrawals, loan payments, cashing checks, issuing cashier's checks, entering wire transfers and ordering foreign currency. May provide certain transaction exceptions, within policy or procedural guidelines. Performs transactions and balances a cash box, cash recycler, and vault daily while maintaining an excellent balancing record in compliance with the Bank's established Retail Banking Balancing Standards.
Follows Bank procedures to independently open and close Banking Centers daily.
Maintains knowledge of and compliance with applicable federal, state and local laws and regulations governing the activities of the Bank.
Responsible for building long-lasting relationships with customers both internal and external, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
Required to work 2-3 weekend days per month, as scheduled.
Other job duties, as assigned.
Knowledge and Skills
It is required that candidates for this role are bilingual, with the ability to speak Spanish fluently.
It is required that the employee in this position can work both independently and as part of team. This role requires an employee to understand federal, state and local laws and regulations and then practically apply this information by using sound judgement to make decisions in the best interest of the Bank and the customer. This employee should have strong customer service and negotiation skills, as well as the strong ability to communicate with others through spoken and/or written word. This role requires employees to maintain confidentiality, act with tact and diplomacy and maintain a professional dress and demeanor.
This position requires basic knowledge of the Microsoft Office Suite, including Excel, Outlook, PowerPoint and Word.
Education and Work Experience
A High School diploma or equivalent is required; an Associate's degree or equivalent banking experience is preferred. A minimum of three years' experience in a banking environment is required. At least one year of coaching and supervising others is preferred.
The ability to acquire and maintain a Notary Public license is required, as well as lending origination skills and the ability to maintain active registration with the Nationwide Mortgage Licensing System.
Working Conditions/Physical Requirements
This position is in a general Retail Banking Center environment and may require prolonged periods of standing and looking at a computer screen. Minimal physical effort is required but could include: repetitive motion of wrists and fingers; reaching over the counter; talking and hearing; and the ability to lift and/or move up to 50 lbs. This role may require some travel between offices.
Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply
Auto-ApplyTemporary Staff-Cash Management Support Staff
Boston, MA job
NOTE: THIS IS A TEMPORARY POSITION -will begin as part time during training in December and revert to full time in January and run through the end of February 2026.
**Based in Needham, but may be instances where travel to local branches is needed so valid drivers license/vehicle will be needed. No public transportation to this location.
Principal Objective:
As a member of the Conversion Team, the incumbent is primarily responsible for performing the daily monitoring of various tasks relating to the conversion of new and merged systems.
Assist CM client users with installation of CMOL Secure (Treasury) Browser and User Registration
Assist CM Bank Teams with Tier 1 and Tier 2 cases
Organized and detail oriented
Strong skills with MS office products
Strong communication skills
IT support skills a plus
Training will be provided if you are dependable, "tech savvy", highly organized and would enjoy interaction with clients. You are patient and have the ability to utilize a script as needed to assist our customers with troubleshooting conversion issues and answering questions.
Auto-ApplyPool Deck Supervisor - PAID TRAINING
Danvers, MA job
Responsive recruiter Are you ready to dive into a career where your work truly makes a difference? At Goldfish Swim School, we don't just teach swimming-we change lives! Whether it's helping kids achieve their goals, creating memorable experiences, or making an impact on families, you'll play a meaningful role in our mission.
Goldfish Swim School is a rapidly growing, award-winning franchise with a passion for fun and a commitment to excellence. Here, we swap the office attire for flip-flops and create a warm, vibrant, 90-degree poolside environment. We value hard work, celebrate achievements, and foster a supportive culture where our team members feel appreciated every day.
Why Work with Us?
We Believe in Fun: Shout-outs, gift cards, and exciting team events are just the beginning!
We Care About Your Growth: Paid training, leadership opportunities, and a chance to advance with a fast-growing company.
We Offer Balance: Flexible schedules perfect for students, parents, or anyone looking to add meaningful work to their day-no late nights!
We Celebrate You: Time and a half for your birthday, team outings, and prizes that make work more than just a job.
Benefits You'll Love:
Leadership opportunities
Flexible hours
Lifeguard certification (we'll help you get it!)
Team outings and recognition awards
Valuable work experience that stands out
Birthday Pay
Your Role as Pool Deck Supervisor
You'll lead and inspire a team of swim instructors, lifeguards, and deck teachers, ensuring a safe, fun, and educational environment for our students. From supervising shifts to connecting with parents and creating a world-class customer experience, this role is all about making waves of positivity.
What You'll Do:
Lead pre-shift meetings and set the tone for success.
Supervise, coach, and provide feedback to instructors and deck staff to maintain excellence in our swim curriculum.
Interact with families to share student progress and ensure exceptional service.
Maintain the pool area's cleanliness and safety, including monitoring chemical levels.
Act as a mentor and fill in as a swim instructor when needed.
Plan and participate in ongoing training to improve skills and inspire your team.
Document shift activities and student attendance in daily logs.
Handle scheduling for absent staff and ensure a smooth operation.
What We're Looking For:
A passion for working with children and making a difference in their lives.
18+ years old with excellent communication and organizational skills.
Prior experience as a swim instructor, youth coach, or counselor (preferred).
Lifeguard, CPR/AED, and First Aid certifications (we'll help you obtain them if needed).
A natural leader with a proactive, positive attitude.
High School Diploma or GED required
Work Environment:
Expect a warm (literally-it's 90 degrees!), lively, and energetic space filled with the sounds of laughter and splashing water. The noise is moderate, but the fun is unlimited!
If you're ready to join a supportive team, grow your skills, and enjoy meaningful work every day, Goldfish Swim School is the place for you. Dive in and apply today-we can't wait to meet you! Compensation: $20.00 - $21.00 per hour
Tropical Vibes & Impacting Lives!
You feel it the moment you walk in. There's more than vibrant colors, a tropical theme and happy children. There's something different, something extraordinary. Something truly GOLDEN. It's passion. Not just a passion for kids or a passion for swimming…it's a special passion for changing - even saving - lives, by being a part of kids learning to swim.
When you work at Goldfish, you're not just an employee. You're a part of something bigger. You're making an impact; a splash in the lives of the children in your community. You're an integral part of a team, working together to move forward a mission. You're also making waves in your future, learning life lessons in and out of the pool through mentorship, leadership and passion. At Goldfish, it's more than a job - it's an endless pool of possibilities, opportunities and life-changing moments!
Making Waves with Passion, Purpose & Core Values!
At Goldfish, our core values are at the heart of everything we do, and behind every decision that we make. To us, these values are more than just words - they're embraced with purpose in our everyday lives, and what allows us to make a splash in our community, and in the lives of our members and our team!
We go above and beyond with every detail to create a GOLDEN Experience!
We believe in nurturing a culture that provides WOW! Customer Service
We do the right things, make the right decisions and treat people with Integrity • Compassion • Trust
We meet and exceed expectations so you see Extraordinary Results
We make a big deal about life's accomplishments by remembering to Celebrate!
Each Goldfish Swim School is an independently owned and operated franchise. The respective Franchisee is the employer at each Goldfish Swim School location. Each franchisee can set their own wages, benefit programs and terms and conditions of employment, which may vary at each Goldfish Swim School location.
Auto-ApplyBranch Manager I - Brookline Village
Brookline, MA job
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. We have branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances throughout Massachusetts. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. With locations across Greater Boston and the North Shore, we make banking easy and convenient.
What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k.
We are currently looking for a Branch Manager in our Brookline Village branch in Brookline, MA. This position is responsible for managing all functions of a retail branch. The ideal candidate should be a leader, team player and have at least 3 years of Banking/Management experience. If you have a strong sales background and an in-depth knowledge of bank operations, systems, and compliance then please apply today!
Principal Duties and Responsibilities
Manage, develop and increase branch deposits in accordance with the Bank's strategic plan.
Creates strategies and business opportunities to meet business development objectives and goals.
Build solid relationships with business partners. Together identify and target new business opportunities within the community and conduct outside business calls.
Provides effective, entrepreneurial leadership and successfully coaches, manages and motivates branch colleagues.
Leads by example; promotes a positive attitude and exercises authority. Takes personal initiative and is a positive role model for others to emulate.
Commands a superior knowledge of products and services with a strong sales expertise, resulting in achievement of branch sales goals.
Interview and closes all consumer, equity and small business loans.
Strong coaching skills that produce optimal performance and promote career development and growth with direct reports.
Exceptional knowledge of all Bank and Regulatory operating policies and procedures achieving satisfactory audit results. Implements Bank's policy and procedures; complying with all legal and regulatory requirements.
Job Specifications
Bachelor's Degree, or equivalent experience required.
Minimum of 3-5 years of Banking/Management experience required.
Strong cold calling and outside business development skills requried.
Strong sales, management and team leadership background.
In-depth knowledge of bank operations, systems, and compliance.
Extensive experience working with commercial customers and commercial lenders.
Proficient knowledge of Cash Management products.
Excellent oral and written communication skills.
Excellent customer service and interpersonal skills with a strong customer focus.
Strong computer skills and experience in word processing, spreadsheet and other presentation and reporting functions.
Knowledge of Microsoft Word, Excel and Power Point.
Perform all duties in compliance with BSA/AML regulations.
Auto-ApplyInternal Auditor
Ware, MA job
Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include:
Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
Income protection benefits;
Educational assistance and tuition reimbursement benefits;
Hybrid work and flexible scheduling options;
Generous total paid time off, and more!
Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We are Made to Make a Difference in the lives of our customers, our communities, and for our team members every day since 1850. It is our people that drive our success and create our inclusive and engaging culture. We're excited to meet you to discuss our career opportunities and how you can make a difference as a part of our growing Internal Audit team!
About the Job:
We're excited to announce an opportunity for the position of Internal Auditor ! Under the direction of the First Vice President, Director of Internal Audit, this position is responsible for completing, or assisting on low, moderate and high-risk audits.
The hiring range for this position is $70,000 to $80,000.
This position is Full Time, 40 hours weekly.
Essential Duties and Responsibilities (Other Duties May be Assigned):
Serves as the auditor in charge for low and moderate risk audits to oversee the successful completion of audits from planning to reporting. Audits are conducted under the following responsibilities:
Design and complete risk-based audit programs to test the internal control systems of low and moderate risk areas of the Bank.
Prepare high quality audit workpapers and audit reports that reflect the independent opinion and conclusions of the audit.
Conducts opening, status, and exit meetings with Bank management, and works with management towards the resolution of any identified findings.
Manages the budget, resources, and audit requests of the assigned audits.
Performs audits in alignment with the Institute of Internal Auditors Global Internal Audit Standards.
Assist on high risk audits and work with the auditor in charge to complete high quality and timely audit deliverables.
Performs follow-ups, when necessary, to assure that appropriate action is being taken to address audit exceptions.
Assists the department with administrative or strategic audit projects.
Participates in continuing education programs and relevant seminars to advance knowledge skills and remain current on all matters affecting the internal audit as it relates to banking.
Responsible for building long-lasting relationships with customers, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
Other job duties, as assigned.
Knowledge and Skills
The employee in this position can work independently, interpreting ideas and facts, while also analyzing and interpreting federal and state laws and/or regulations. This employee should have strong customer service and negotiation skills, as well as strong written communication skills and the ability to make effective presentations in a group setting. Employees with exceptional verbal and numerical aptitudes and exceptional written communication skills are required.
This position requires intermediate knowledge of the Microsoft Office Suite items, including Excel, Outlook, PowerPoint and Word. Strong knowledge of the Finastra core system and general banking systems, databases and processes preferred.
Education and Work Experience
A Bachelor's degree, or equivalent experience, is preferred. A minimum of two years of related work experience is required, which should include one or more years in internal audit or public accounting. Experience in a banking environment is preferred.
Working Conditions/Physical Requirements
This position is in an office environment, which means the physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards, with a moderate level of noise. Prolonged periods of sitting and looking at a computer screen with freedom of movement on a regular basis is expected. Minimal physical effort is required but could include: repetitive motion of wrists and fingers; talking and hearing; and handling of light materials and supplies. This position may require some travel between offices.
Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply.
Auto-ApplyCompliance Analyst -Lincoln/Boston/Yorktown HQ
Boston, MA job
About Beacon Financial Corporation Beacon Financial Corporation (NYSE: BBT) is the holding Company for Beacon Bank & Trust, commonly known as Beacon Bank, a full-service regional bank serving the Northeast that was created on September 1, 2025 through the merger of equals between Berkshire Hills Bancorp and Brookline Bancorp. Headquartered in Boston, Massachusetts, the Company has $24 billion in assets and more than 145 branches throughout New England and New York. Beacon Bank offers a full suite of tailored banking solutions including commercial, cash management, asset-based lending, retail, consumer and residential products and services. The Bank operates through its banking divisions - Berkshire Bank, Brookline Bank, BankRI and PCSB Bank. The Company also provides equipment financing through its Eastern Funding subsidiary, SBA lending through its 44 Business Capital division and private wealth services through Clarendon Private. Learn more at BeaconFinancialCorporation.com.
NOTE: THIS POSITION CAN BE BASED OUT OF LINCOLN, RI, BOSTON, MA OR YORKTOWN HEIGHTS, NY
PRIMARY FUNCTION
Assists in managing the compliance program for Brookline Bancorp's subsidiary companies by assisting the Chief Compliance Officer and Compliance Managers in administering the overall compliance program for Brookline Bancorp. Specific responsibilities will include:
Maintains a thorough knowledge of federal and state laws and regulations pertinent to the area of specialty, and ensure that employees are made aware of current requirements that impact their position. Specialty laws and regulations include, but are not limited to the following:
* Truth in Lending
* Real Estate Settlement Procedures
* Flood Insurance
* Truth in Savings
* Reserve Requirements (Regulation D)
* Electronic Funds Transfer
* Funds Availability
* Homeowners Protection Act
* Homeowners Equity Protection Act
* Related MA and RI laws and regulations
* SAFE Act
PRIMARY DUTIES
* Assists in regulatory examinations, independent audits or management self-monitoring reports;
* Assists in preparing, distributing and following up on management monitoring reports for business units throughout the company;
* Participates in federal regulatory examinations for compliance;
* Assists the Complaint Officer with the monitoring resolution of consumer complaints;
* Assists the SAFE Act Officer / Compliance contact for SAFE act and work with applicable business units and Human Resources to ensure SAFE Act compliance and training
* Assists in successfully managing the on-going implementation of the Compliance Program at each bank by focusing on loan and deposit disclosure and other requirements related to offered products and services.
* Assists in developing and delivering supplemental compliance training programs as required, and prepares written communications of regulatory changes pertaining to areas of specialty to ensure employee understanding.
* Assists management on a day to day basis by answering questions and conducting necessary research pertaining to areas of specialty.
* Assists business line management in the proper resolution of any noted deficiencies in audits as well as from regulatory examinations and monitoring.
* Assists the Chief Compliance Officer during regulatory examinations and assist the Internal Auditor with compliance related internal audits as necessary.
* Maintains knowledge of applicable laws and regulations as well as internal controls at each entity necessary to satisfy requirements and work with the business units and Management as necessary to prepare for changes in regulations, guidance, and requirements.
REQUIREMENTS
Education and Experience:
* CRCM (will be required within 1-2 years)
* 2 - 3 years of Banking and/or Compliance experience
* Knowledge of Banking regulations including deposits, loans, servicing, CRA
* Excellent written and oral communication skills
* Thorough knowledge of MS Word and Excel required
* Power Point knowledge would be a plus
In addition to great career opportunities we offer competitive compensation along with a comprehensive benefit plan.
Personal Banking Representative - Newton Centre
Newton, 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 currently looking for a Personal Banking Representative in our Newton Centre branch. As a Personal Banking Rep you will greet customers, build relationships, open new accounts, and sell a full range of financial products and services. The ideal candidate should have cash handling experience, excellent customer service skills, and is knowledgeable of bank products and services. If you believe you have what it takes and are interested in joining our team then please apply today!
Principal Duties and Responsibilities
Provides excellent customer service, identifies customer needs and suggest appropriate line of products.
Proactively develops new customer relationships and expands relationship with existing customers.
Possess good working knowledge of all depository products and alternate delivery services.
Research and resolve all customer problems and inquires.
Possess good working knowledge of all consumer-lending products.
Interview consumer loan applicants. Submit and close consumer and equity loans.
Basic knowledge of small business lending products.
Educates customers with all products and services and alternate delivery channels such as; On-line Banking, Bill Pay, Mobile Banking, ATM and Cash Management services.
Willingness to engage in outside business development activities including cold calling and community involvement.
Job Specifications
High School or equivalent with one plus year sales or banking experience.
Knowledge of Bank products and services.
Direct sales and customer service experience to meet or exceed personal sales goals and contribute to team goals.
Good oral and written communication skills.
Detail oriented and good organization skills.
Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines.
Cash handling experience.
Enthusiastic, goal oriented and customer focus.
Ability to analyze situations and solve complex issues.
Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook).
Work involves sitting, extended period of standing, occasional walking and lifting up to 50 pounds.
Perform all duties in compliance with BSA/AML regulations.
Auto-ApplyFinancial Analyst ~ Boston
Boston, MA job
About Beacon Financial Corporation
Beacon Financial Corporation (NYSE: BBT) is the holding Company for Beacon Bank & Trust, commonly known as Beacon Bank, a full-service regional bank serving the Northeast that was created on September 1, 2025 through the merger of equals between Berkshire Hills Bancorp and Brookline Bancorp. Headquartered in Boston, Massachusetts, the Company has $24 billion in assets and more than 145 branches throughout New England and New York. Beacon Bank offers a full suite of tailored banking solutions including commercial, cash management, asset-based lending, retail, consumer and residential products and services. The Bank operates through its banking divisions - Berkshire Bank, Brookline Bank, BankRI and PCSB Bank. The Company also provides equipment financing through its Eastern Funding subsidiary, SBA lending through its 44 Business Capital division and private wealth services through Clarendon Private. Learn more at BeaconFinancialCorporation.com.
What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. That's why we offer competitive pay and excellent benefits which includes a matching 401k. Beacon Bank and Trust provides a great working environment that offers opportunities for advancement.
We are currently seeking a Financial Analyst to join the team in our Back Bay office. This role will support the Financial Reporting team within the Company's Corporate Finance and Accounting group, this position offers many opportunities related to internal and external SEC and banking regulatory reporting.
Principal Duties and Responsibilities
FP&A is a small team that serves as a financial and analytical hub between the core business units, corporate functions, investor relations and senior management. It covers a wide variety of responsibilities, such as budgeting and forecasting, evaluating capital allocation decisions, designing executive reporting, and analysis of new business opportunities.
The FP&A Analyst supports the budgeting & forecasting processes and procedures utilizing the cloud-based Axiom Budgeting & Forecasting solution. The Analyst will assist in a variety of projects including learning the Axiom Planning & Budgeting system, developing reporting, managing analysis plan files, reviewing monthly performance results, crafting commentary to aid in decision support, and assisting senior management with forecasting growth opportunities and summarizing projected performance.
Key Accountabilities :
Become the subject matter expert for the Axiom Budgeting & Forecasting system
Create and refresh data pulls out of Axiom to facilitate income-accretive, strategic decision-making
Assist VP FP&A in the development and maintenance of the institution's rolling multi-year budget and forecasting files, as well as the institution's financial strategic plan
Assist VP FP&A supporting the Operations/Executive/Administrative areas of the business implementing ongoing monthly and quarterly reporting, inclusive of product originations, profitability, and performance versus targets
Evaluate profitability of proposed initiatives and enhancements to internal processes via quantitative and qualitative analyses
Distill data into a finely crafted story to be presented to business partners and senior leadership on a periodic basis
Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties
Job Specifications
Bachelor's Degree in Accounting or Finance or equivalent experience is required
0-2 years applicable work experience.
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint
Ability to learn cloud-based planning and budgeting systems, specific Axiom (Strata Decision Technology) knowledge is a plus.
Demonstrates a high degree of professionalism, attention to detail, verbal and written communication, leadership potential, and teamwork.
A "problem solver" who can thrive in a rapidly changing environment with limited direct supervision.
Ability to balance changing priorities and deadlines
Auto-ApplyTeller Supervisor - Wellesley Hills
Wellesley, MA job
Brookline Bank is committed to our customers, colleagues and communities that we serve. Brookline Bank Teller Supervisors are required to demonstrate excellence in customer service and maintain a working knowledge of the Bank's products and services.
What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k.
We are currently hiring a Teller Supervisor in our Wellesley Hills branch. The Teller Supervisor is responsible for all branch operational functions as well as supervising and providing guidance to tellers. The ideal candidate should have banking experience and excellent customer service skills. If you believe you have what it takes and are interested in joining our team, then please apply today!
Principal Duties and Responsibilities
* Maintains cash drawer and vault cash responsibilities.
* Personally, demonstrates an exceptional knowledge of and adherence to bank operations, security, compliance and cash handling policies and procedures.
* Responsible for the accurate and timely completion of the monthly BICR Report.
* Ability to prioritize workflow and delegate assignments in order to consistently meet deadlines.
* Research and resolve transaction errors in a timely manner.
* Evaluate staff schedules to optimize customer service and recommend changes if necessary.
* Coach, train and mentor teller team to meet or exceed individual and team sales/service/operational goals.
* Provides supervisory authority and approves check cashing within established limits.
* Assist the branch manager in monitoring accuracy performance. Inform manager of policy infractions in a timely manner.
* Support branch sales initiatives and promotions and contribute to the successful attainment of branch goals by modeling effective sales/service and retention behaviors.
* Participates with the Branch Manager in hiring, performance appraisal writing and disciplinary issues.
Job Specifications
* Extensive cash handling experience.
* Detail oriented and strong organization skills.
* Excellent oral and written communication skills.
* Direct sales and customer service experience.
* Ability to prioritize workflow, strong time management skills and ability to meet deadlines.
* Thorough knowledge of bank operating procedures, practice and policies.
* Thorough knowledge of all bank products and services.
* Excellent decision and judgment making skills.
* Enthusiastic, goal oriented and customer focused.
* Ability to analyze situations and solve complex issues.
* One to two years Sr. Teller experience or one year Teller Supervisor experience.
* High School diploma or GED required.
* Strong computer skills and familiarity with Microsoft Office (Word, Excel, Outlook).
* Work involves sitting, extended period of standing, occasional walking and lifting up to 50 pounds.
* Perform all duties in compliance with BSA/AML regulations.
Environment and physical activity
The incumbent is in a front-line bank setting in which the successful candidate may be standing for prolonged periods of time in a non-confined work area and is able to move about at will.
The incumbent spends time writing, typing, speaking, listening, carrying, seeing (such as close, color and peripheral vision, depth perception), sitting, pulling, walking, standing, and reaching and must be able to lift to 15 pounds.
The incumbent may operate any or all the following: telephone, copy and fax machine, adding machine (calculator), scanner, computer, printers and other equipment as directed.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Independent action
The incumbent in this position must be adept at reading and understanding documents, detailed work, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, interruptions.
Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.
Credit Analyst/Portfolio Manager ~ Boston, MA
Boston, MA job
About Brookline Bank, a division of Beacon Bank & Trust 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.
Principal Objective
Analyzes and underwrites credit requests for prospects and customers for the Business Banking area.
Principal Duties and Responsibilities:
* Analyze and underwrite C&I and CRE credit requests with attention to the 5 C's of Credit: Character, Capacity, Capital, Collateral, & Condition.
* Recommend appropriate risk ratings for commercial loan relationships
* Underwrite new loans and loan renewals in compliance with the Bank's loan policies.
* Spread tax returns and/or financial statements using Moody's or Baker Hill Financial Analyst
* Have strong knowledge of business and personal tax returns
* Assist with credit scored loan requests
* Must meet or exceed department productivity standards for decision turnaround time
* Perform company and industry research.
* Present analysis in written proposals for approval.
* Assist in compliance with regulatory issues such as Reg B, Fair Housing, CRA, Flood, etc.
Portfolio Manager Responsibilities:
* Manage a portfolio of existing customers.
* Produce portfolio status reports and use to facilitate portfolio management activities.
* Timely management of existing portfolio of customers by tracking and preparing annual renewals
* Identify potential problem loans, delinquent accounts and other loan deficiencies.
* Communicate and interface daily with Relationship Managers, Branches and internal and external customers assisting them with questions regarding loans and retail products.
Job Specifications (Skills, Knowledge and Abilities Required)
* Bachelor's degree in relevant field
* Minimum of (2) two years of commercial credit experience
* Formal credit training is preferred
* Excellent written and oral communication skills
* Extensive knowledge of PC applications, including Excel and Word.
* Be familiar with and fulfill compliance requirements
* Proven record of strong analytical and problem-solving skills.
* Results-oriented team player that is skilled at achieving goals on time
Behavioral Skills
* Consistently demonstrate behaviors associated with Beacon Bank & Trust's Core Four values: adaptability, accountability, leadership, and teamwork.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.
Assistant Manager
Springfield, MA job
Job Description
Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include:
Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
Income protection benefits;
Educational assistance and tuition reimbursement benefits;
Generous total paid time off, and more!
Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We are Made to Make a Difference in the lives of our customers, our communities, and for our team members every day since 1850. It is our people that drive our success and create our inclusive and engaging culture. We're excited to meet you to discuss our career opportunities and how you can make a difference as a part of our growing Retail Banking team!
About the Job:
The Assistant Manager, based out of our
new
Springfield Banking Center, works in conjunction with the Retail Banking Officer to ensure that the Banking Center is functioning at the highest level possible, including sales performance, managing customer growth and retention, oversight of the end-to-end customer experience, and operational practices. This role assists the Retail Banking Officer in supporting all staff development efforts, including coaching and training sustainment. Additionally, the Assistant Manager contributes to the Bank's overall goals and initiatives through individual participation in sales activities, calling programs, community engagement and delivery of tailored service to each customer by ensuring financial needs and goals are met.
The pay range for this position is $48,000 to $63,000.
This position is Full Time, 38 hours weekly.
Essential Duties and Responsibilities (Other Duties May be Assigned):
Provides on-the-spot coaching to Banking Center staff in regards to the Country Bank Experience, Avannis Survey management and any other opportunities necessary. Prepares and conducts quarterly coaching development sessions with banking center staff. Assists the Retail Banking Officer with identifying and correcting performance-related issues as they arise.
Ensures effective communication to staff on all policies, procedures, Bank-wide initiatives or operational changes. Assists Retail Banking Officer in facilitating Banking Center meeting discussions regarding leadership, operations, employee development, product knowledge, sales, service and goal objectives
Manages operational soundness and workflow of the banking center, including overall scheduling maintenance and approval, managing complex customer requests and ensuring audits are completed on time and according to policy guidelines.
Models and promotes the Country Bank Experience for all staff. Participates in and facilitates role-play and skill building exercises with the Banking Center team, to increase comfortability and improve technique in engaging the customer and identifying potential roadblocks to an outstanding customer experience. Works closely with Retail Banking Officer to implement strategies and activities to enhance the Country Bank Experience for the banking center and provides coaching to Banking Center staff.
Identifies and pursues opportunities to build and deepen customer relationships by actively listening and engaging the customer to understand their current and future financial needs and priorities. When appropriate, offers solutions and educates customers on products, promotions and digital services to assist the customer in reaching their financial goals. Meets all defined customer service and sales goals, as well as achieves high satisfaction ratings on all Avannis customer surveys. Responsible for mortgage, commercial loan, cash management, and merchant service referrals to other applicable internal business lines.
Opens various types of new accounts, including consumer, business, and retirement. Ensures proper identification is collected for various entity types and prepares and collects appropriate applications and agreements. Provides customers with instructions and education on self-service products including assisting and promoting ATM and ITM activity and awareness
Manages all levels of account servicing requests such as processing address changes, business account requests, and issuing new ATM/Debit cards, enrolling and troubleshooting for online and mobile banking, and assisting customers with ATM/Debit fraud resolution.
Originates and closes home equity lines of credit and consumer loans as well as Small Business Express.
Attends meetings, training classes, webinars and seminars appropriate to job responsibility to stay current and knowledgeable of banking trends and all Country Bank products and services.
Processes financial transactions for customers including deposits, withdrawals, loan payments, cashing checks, issuing cashier's checks, entering wire transfers and ordering foreign currency. May provide certain transaction exceptions, within policy or procedural guidelines. Performs transactions and balances a cash box, cash recycler, and vault daily while maintaining an excellent balancing record in compliance with the Bank's established Retail Banking Balancing Standards.
Follows Bank procedures to independently open and close Banking Centers daily.
Maintains knowledge of and compliance with applicable federal, state and local laws and regulations governing the activities of the Bank.
Responsible for building long-lasting relationships with customers both internal and external, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
Required to work 2-3 weekend days per month, as scheduled.
Other job duties, as assigned.
Knowledge and Skills
It is required that candidates for this role are bilingual, with the ability to speak Spanish fluently.
It is required that the employee in this position can work both independently and as part of team. This role requires an employee to understand federal, state and local laws and regulations and then practically apply this information by using sound judgement to make decisions in the best interest of the Bank and the customer. This employee should have strong customer service and negotiation skills, as well as the strong ability to communicate with others through spoken and/or written word. This role requires employees to maintain confidentiality, act with tact and diplomacy and maintain a professional dress and demeanor.
This position requires basic knowledge of the Microsoft Office Suite, including Excel, Outlook, PowerPoint and Word.
Education and Work Experience
A High School diploma or equivalent is required; an Associate's degree or equivalent banking experience is preferred. A minimum of three years' experience in a banking environment is required. At least one year of coaching and supervising others is preferred.
The ability to acquire and maintain a Notary Public license is required, as well as lending origination skills and the ability to maintain active registration with the Nationwide Mortgage Licensing System.
Working Conditions/Physical Requirements
This position is in a general Retail Banking Center environment and may require prolonged periods of standing and looking at a computer screen. Minimal physical effort is required but could include: repetitive motion of wrists and fingers; reaching over the counter; talking and hearing; and the ability to lift and/or move up to 50 lbs. This role may require some travel between offices.
Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply
Branch Manager I - Danvers, MA
Danvers, MA job
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. We have branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances throughout Massachusetts. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. With locations across Greater Boston and the North Shore, we make banking easy and convenient.
What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k.
We are currently looking for a Branch Manager in our Danvers branch. This position is responsible for managing all functions of a retail branch. The ideal candidate should be a leader, team player and have at least 3 years of Banking/Management experience. If you have a strong sales background and an in-depth knowledge of bank operations, systems, and compliance then please apply today!
Principal Duties and Responsibilities
Manage, develop and increase branch deposits in accordance with the Bank's strategic plan.
Creates strategies and business opportunities to meet business development objectives and goals.
Build solid relationships with business partners. Together identify and target new business opportunities within the community and conduct outside business calls.
Provides effective, entrepreneurial leadership and successfully coaches, manages and motivates branch colleagues.
Leads by example; promotes a positive attitude and exercises authority. Takes personal initiative and is a positive role model for others to emulate.
Commands a superior knowledge of products and services with a strong sales expertise, resulting in achievement of branch sales goals.
Interview and closes all consumer, equity and small business loans.
Strong coaching skills that produce optimal performance and promote career development and growth with direct reports.
Exceptional knowledge of all Bank and Regulatory operating policies and procedures achieving satisfactory audit results. Implements Bank's policy and procedures; complying with all legal and regulatory requirements.
Job Specifications
Bachelor's Degree, or equivalent experience required.
Minimum of 3-5 years of Banking/Management experience required.
Strong cold calling and outside business development skills requried.
Strong sales, management and team leadership background.
In-depth knowledge of bank operations, systems, and compliance.
Extensive experience working with commercial customers and commercial lenders.
Proficient knowledge of Cash Management products.
Excellent oral and written communication skills.
Excellent customer service and interpersonal skills with a strong customer focus.
Strong computer skills and experience in word processing, spreadsheet and other presentation and reporting functions.
Knowledge of Microsoft Word, Excel and Power Point.
Perform all duties in compliance with BSA/AML regulations.
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