Peoples Exchange Bank jobs - 1,121 jobs

Peoples Exchange is built on tradition, service and trust. Since the first meeting of original charter board members, we have been locally owned and operated. Our founders set high standards of excellence for our organization, our operations, and our people for over 100 years. We have always been proud to be a pioneer in our marketplace by offering banking products and services to benefit our friends in the communities we serve. As times change, so do the needs of our customers. Peoples Exchange will offer top notch customer services maintaining our hometown, friendly service that our customers have grown to expect. Peoples Exchange Bank is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, genetic information, disability, or veteran status. We are committed to providing a workplace that is based on merit and qualifications. Job Skills / Requirements The ITM VIDEO Teller engages customers via the Interactive Teller Machines (ITMs) by displaying extraordinary presentation and communication skills on video. This includes handling requests for balance information, transfers, loan payments, product information, and customer service on deposit and loan accounts. Interactive Tellers provide service and support for customers handling routine requests, as well as those that may require extensive research and use of problem-solving skills to identify and resolve issues. The Interactive Teller's expected to possess superior knowledge of the bank's products and services. This individual identifies and refers opportunities to expand our customer's relationship with the bank to the appropriate team members. An Interactive Teller must excel in a fast-paced environment with exceptional time management skills, balancing customer interaction via ITMs located at multiple locations. This position takes complete ownership of the customer's needs while meeting the Bank's performance standards. Employees must be able to pass the following pre screening: Credit Screening - The credit screening includes a credit history check, financial fitness check, and other non-specified criteria to confirm eligibility for a position. Background Screening - The background screening process includes a review of all federal and state civil and criminal charges for all locations you have lived at within the last seven years. Drug Testing - The drug test will be a urine test. We check for a number of substances including Marijuana. Employment and Education - The bank may also investigate the employment and education background of an employee. We reserve the right to deny or terminate employment based on the results of that review. Education Requirements (All) High School Diploma/GED Additional Information / Benefits Peoples Exchange Bank provides the following benefits at no cost to all full time employees: Life Insurance, Long Term Disability and Short Term Disability. This job reports to the ITM Video Teller Manager This is a Part-Time position 1st Shift. Travel is required occasionally Number of Openings for this position: 1

Job Description:Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads Knowledge or experience in sales or the consultative relationship process Demonstrate accountability and a goal-oriented mindset Natural and demonstrated success in asking deeper questions to fully understand the client's situation Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Your Opportunity: Assistant Store Manager Check Into Cash Paducah, KY As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Compensation The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'd thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.

The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. We are looking for mortgage professionals currently working in the field. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform prospective clients of the bank's underwriting guidelines and applicable government regulations. Screen loan requests based on bank policies and on types of loans offered by the institution. Propose and review various loan options with prospective clients. Research new legislation and regulations that may affect the Bank's residential lending policies. Ensures compliance with new rules by advising senior management and implementing appropriate changes. Answer incoming phone calls and schedule appointments. Communicate complex approvals or denials to the borrower, real estate agent or builder. Distributes market data, rate flyers and general loan information to the real estate community as directed by bank management. Promotes and participates in the bank's special credit programs and other CRA programs. Actively participates in local business and community activities and maintains close contact with local builders, real estate brokers and agents, customers, and prospects. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Five + years Mortgage Lending experience in a financial institution or loan office setting. Bachelor's Degree in Business or Finance or three years equivalent work experience. Above average knowledge of banking industry practices, policies, regulations, and laws as it pertains to the mortgage lending area. Solid working knowledge of bank compliance requirements, as well as knowledge and adherence to Fair Lending laws and regulations. Solid computer literacy (Word, Excel) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with strong analytical skills. High level of confidentiality required. Solid oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. Physical Requirements: This position requires the Senior Mortgage Lender to be customarily and regularly engaged away from Civista Bank in order to obtain sales. Work involves eye strain due to the frequent use of computer screens, reading of reports, completing documents, and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving loan files of up to 15 lbs. Work involves some travel to attend meetings, trainings, real estate office visits, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI349ba8974ca8-8706

A non-profit organization in Louisville is seeking a Chief Administrative Officer (CAO) to provide strategic leadership in IT, infrastructure, and risk management. The ideal candidate will have over 10 years of progressive leadership experience ideally in healthcare, overseeing facilities and IT systems while developing a diverse and inclusive workforce. This role emphasizes collaboration across teams and organizational risk management. #J-18808-Ljbffr

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

About the Role: Baird is seeking an Equity Research Analyst for our Baird Trust Investment Management team. This team runs two equity strategies - Large Cap Equity and Equity Income. Our Large Cap Equity investment strategy has a 30+ year track record and is the flagship equity offering of Baird Trust. The Baird Trust Investment Management team currently consists of three members (two Portfolio Managers and an Equity Research Analyst), providing opportunity for immediate impact on our tight-knit team. The Impact You'll Make: * Fundamental Research: Conduct in-depth quantitative and qualitative investment research on U.S.-listed companies across all sectors from the perspective of a long-term business owner. This includes maintaining coverage of current holdings, sourcing new ideas, conducting company calls/channel checks, and distilling large volumes of information into concise, strategic recommendations. * Collaboration & debate: Discuss and debate investment theses, position sizing, risk/return and portfolio fit with the team in daily/weekly huddles; update investment theses as facts change. * Client Communication: Present research and portfolio updates in weekly investment meetings with client-facing Portfolio Managers. * Strategic projects: Lead ad-hoc projects - e.g. evaluating new data sources or automating research workflows - to scale a fast-growing investment franchise. What You'll Bring to Baird: * Bachelor's degree in finance, accounting, economics, engineering, math, physics, chemistry or another quantitative discipline. * A minimum of 3 years of investment industry experience, with a preference for candidates with an equity research background. * Progress toward CFA preferred. * Demonstrated intellectual curiosity - wide-ranging reading of business and industry trends, academic research and thought leadership - and an ability to synthesize complex information into clear, actionable insights. * Fluency in financial statement analysis. * Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. * Ability to thrive in a collaborative environment. * Exceptional oral and written communications skills; ability to communicate with all levels of management; strong presentation skills. * Adept with spreadsheets, databases, and word processing applications. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Join our team at Baird Trust as a Trader, where you will play a vital role in managing and executing trade orders for our diverse clients. In this dynamic position, you'll oversee all aspects of trade order processing across every business area, including Full-Service Trust Clients and Advisory Strategies. We are seeking someone with strong expertise in investment management technologies and a solid understanding of complex trading systems and procedures supporting client accounts with various custodians. As a valued member of our team, you'll collaborate closely with our Fixed Income Advisor on acquiring fixed income securities from multiple dealers and partner with our Equity Team to execute trades using SMA models. This is an exciting opportunity to contribute meaningfully while advancing your career in a collaborative and growth-oriented environment. This position offers flexibility with 4 days/week in our downtown Louisville, KY office and 1 days remote. The Impact You'll Make: Executes trading activities for equity and fixed income securities. Prepares and produces trading reports for management and compliance purposes. Conducts research on investment opportunities and helps monitor the credit quality of bond issuers. Supports the development of fixed income investment strategies, including researching and implementing new ideas while ensuring compliance with client Investment Policy Statements. Carries out both individual and multi-security equity trades, such as block trades. Builds and maintains strong relationships with brokers and dealers to ensure best execution of portfolio trades. Collaborates with portfolio managers to design investment portfolios for both retail and institutional clients. Works closely with portfolio managers and compliance teams to oversee trading activity. Consistently implements internal controls and ensures adherence to company policies and procedures. Reviews upcoming reorganizations and informs portfolio managers accordingly. Handles proxy voting responsibilities, including evaluating upcoming meetings, providing research for proxy vendors, voting physical proxies, and coordinating information with the chief investment officer. Manages the trading error process, which involves preparing written summaries, making necessary adjustments to client and firm accounts, and reporting to the investment committee. Follows up on audit findings and tracks corrective actions taken. Acts as a backup for other Traders and performs additional tasks and projects as assigned. What You'll Bring to Baird: Undergraduate degree in related field. Experience may replace education requirement Three to five years of securities industry experience Previous trading experience required Proficient knowledge of portfolio investing principles. Familiarity with rating agency credit methodologies as well as industry investment concepts and products. Solid understanding of intermediate accounting, economics, and finance principles. Knowledge of effective communication concepts, methods, and techniques. Proficient with Microsoft Word and Excel at an intermediate level. Experience in security selection for both taxable and tax-exempt fixed income, common stocks, and mutual funds; working understanding of investment theory. Strong analytical and technical skills. Professional telephone etiquette and ability to interpret and apply organizational policies and procedures. Meticulous attention to detail, strong organizational abilities, accuracy, and advanced math skills. Excellent organizational and time management capabilities to prioritize tasks and ensure timely completion of projects. Highly self-motivated with a dedication to excellence. Effective communication skills and professional demeanor for interaction across all levels of management, colleagues, and external counterparts. Ability to organize, manage, prioritize, and track multiple detailed assignments in a dynamic environment while meeting strict deadlines. Proven capacity to establish and maintain productive working relationships throughout the organization. Demonstrated aptitude for working collaboratively in a team setting as well as independently, employing initiative to solve problems and contribute to team success. Licenses/Certifications: Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 6 months of hire. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

SUMMARY: To provide quality support/administration and relationship building for assigned accounts in accordance with governing documents, regulations and company policies. Typically, the Relationship Manager II works with more complex and/or larger clients than a Relationship Manager I. JOB RESPONSIBILITIES * Supervise all aspects of account activity in accordance with stated requirements while building/strengthen the company relationship with the client. * Coordinate with investment team to provide quality investment solutions to all account types. * Maintain high standards of service to clients as well as to attorneys, accountants, and inter-company employees. * Solicit new and additional business and support Business Development Officers. * Develop continuous and open channels of communication with all support areas. SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE * Four year college degree (BA,BS, BBA) or equivalent plus 4- 8 years experience; experience in retirement plan administration desired. * Possess knowledge of the industry, laws and regulations governing the establishment and administration of institutional and ERISA relationships. * Possess a working knowledge of securities and investments. * Accredited Retirement Plan Administrator (i.e. QKA, APA, APR, AKS, ERPA, etc.) credentials preferred; or experienced administrator with willingness to obtain. The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. This is not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. WORKING CONDITIONS * Normal office conditions. * Some travel required. Candidates may be subject to the following screenings: Credit Check, Drug Testing, and Criminal Background Check

SUMMARY: The Executive Secretary to the Chief Legal Officer provides high-level administrative, legal, and confidential support to the Chief Legal Officer and the Legal Department of the Bank. This role functions as a critical gatekeeper and workflow manager in a highly regulated environment and requires exceptional professionalism, discretion, organizational ability, and communication skills. The position regularly handles attorney-client privileged material, regulatory supervisory information, and sensitive executive matters. JOB RESPONSIBILITIES Executive & Administrative Support * Manage the CLO's calendar, travel arrangements, meetings, and correspondence * Perform General Clerical Assignments * Serve as the primary administrative point of contact for the CLO * Screen, prioritize, and route time-sensitive communications * Prepare, proofread, format, and distribute executive-level correspondence, reports, and presentations * Maintain highly confidential executive files and records * Assist in Preparation for Quarterly Board Meetings Legal, Regulatory & Governance Support * Track legal deadlines, regulatory exam activity, litigation calendars, discovery schedules, and subpoena responses * Maintain secure case files associated with litigation, regulatory actions, employment matters, and vendor disputes * Coordinate communications with outside counsel, regulators, compliance, audit, and executive leadership * Assist Attorney in any Special Projects that may require research, organization, and writing skills Confidentiality, Compliance & Risk Management * Handle information subject to attorney-client privilege, Bank Secrecy Act (BSA), GLBA, privacy laws, and regulatory supervision * Maintain strict compliance with record-retention policies, data classification standards, and cybersecurity protocols * Exercise sound judgment in handling highly sensitive and restricted information Operations & Departmental Support * Track departmental deadlines, workflows, and action items * Assist with contract routing and approvals * Review and process legal invoices and outside counsel billing * Support department budget tracking and reporting * Maintain departmental procedures and administrative documentation SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE * High school diploma required; associate's or bachelor's degree preferred * Minimum of 5 years of executive-level administrative experience, preferably in: o Banking o Legal services o Compliance o Regulatory environment * Demonstrated ability to manage highly confidential and sensitive information * Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint * Strong written and verbal professional communication skills * Exceptional organization, time management, and multi-tasking ability Preferred Qualifications * Prior experience in financial services or a law firm setting * Familiarity with legal terminology, litigation processes, or regulatory exams * Notary Public (or willingness to obtain) Core Competencies * Absolute discretion and professionalism * Executive-level communication * Detail-oriented organization * High-pressure deadline management * Independent judgment * Service-oriented approach * Strong interpersonal skills WORKING CONDITIONS * Normal office conditions The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position. Candidates may be subject to the following screenings: Credit Check, Drug Testing, and Criminal Background Check

SUMMARY: Makes and services a wide variety of secured and unsecured loans or lines of credit. JOB RESPONSIBILITIES * Develop new business through sales calls to customers and non-customers, record and track each call. * Monitor loan portfolio compliance with policy. * Manage assigned loan portfolio. * Collect delinquent accounts. * Administer to work out accounts and problem loans. * Maintain a working knowledge of the Bank's written policies and procedures regarding the Bank Secrecy Act and other pllicable anti-money laundering policies. * Ensure all actions performed are in compliance with government regulations and organizational policies and procedures. SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE * Position normally requires a Bachelor's degree or the equivalent to provide basic familiarity with a variety of subjects such as: finance, economics, English, business law, marketing, statistics, etc. * Over four years and up to six years of experience. * Excellent PC skills with knowledge of Word, EXCEL and other applicable computer programs. * Excellent oral and written communication skills. * Excellent organizational skills * Valid driver's license. * Must have (or obtain during the first 30 days of employment) a valid NMLS number. * Must complete annual mandatory SAFE Act training through Regulatory University. * Insurance license. * Excellent sales skills. WORKING CONDITIONS * Normal office conditions. * Travel required. The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position. Candidates may be subject to the following screenings: Credit Check, Drug Testing, and Criminal Background Check

SUMMARY: Responsible for managing a branch office and the expansion and development of business within a defined market area. JOB RESPONSIBILITIES * Exercise executive and administrative control over functions of the office, including implementation of local policy and explanation of company programs, policies, and objectives. * Perform personnel performance reviews, set goals, recommend new hires, terminations, and salary increases. * Direct activities to promote the growth of the company and to accomplish management's marketing objectives of attracting new business. * Call on major existing and prospective clients to develop new business and to retain or expand existing business. * Represent the company in various civic and community functions to further enhance its image and develop additional business. * Maintain prescribed security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure. * Extend credit to businesses and/or individuals through a wide variety of commercial, installment, and/or real estate loans. * Maintain a working knowledge of the Bank's written policies and procedures regarding the Bank Secrecy Act and other applicable Anti-Money laundering policies. * Ensure all actions performed are in compliance with government regulations and organizational policies and procedures. SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE * Position normally requires an Associate's degree or two years of college or equivalent in advanced education to provide a working knowledge within a field or exposure to several fields for information purposes. * Over two years and up to four years of experience. * Excellent oral and written communication skills. * Excellent organizational and management skills. * Knowledge of Word, EXCEL, and all applicable computer software programs. * Must have (or obtain during the first 30 days of employment) a valid NMLS number. * Must complete annual mandatory SAFE Act training through Regulatory University. * Notary Public. * Limited Life and A & H license. * Ability to meet deadlines. * Ability to prioritize. * Valid driver's license. WORKING CONDITIONS * Normal office conditions. * Some travel required. The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position. Candidates may be subject to the following screenings: Credit Check, Drug Testing, and Criminal Background Check

JOB RESPONSIBILITIES * Performs a variety of clerical duties related to the establishment and maintenance of loan files and documentation. * Prepares, or obtains, additional loan documentation as directed. * Performs any combination of the following routine clerical duties depending on area assigned: data entry and transmission; files and/or alphabetizes items; on line inquiries; process on line payments and payoffs not processed through proof; file maintenance; document and check preparation for recordation; preparation and mailing of loan releases; disburse loan payments and provide escrow analysis; UCC re-filing and establishing necessary ticklers/letters; customer and loan officer information requests and faxing of information including research on subpoenas. * May perform or be cross trained to assist in collateral control, loan servicing, and other areas of department including preparation of government and insurance company reports. * May perform or be cross trained to handle customer service taking necessary actions for problem resolution. * Ensures all actions performed are in compliance with government regulations and organizational policies and procedures. * Perform other duties within the department as assigned. SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE * Position normally requires a high school diploma or GED plus such practical knowledge and skills as would be learned on the job. * Over six months and up to two years of experience. * Excellent PC skills with knowledge of Word and EXCEL Software. * Excellent oral and written communication skills. * Excellent organizational skills. * Excellent telephone skills. * Ability to use necessary office equipment. * Basic knowledge of loan operations and understanding of interrelationship between various software applications. * Detail oriented * Demonstrated ability to carry out prescribed assignments on a day-to-day basis. Work is reviewed and approved by supervisor. WORKING CONDITIONS * Works in a production oriented atmosphere. Environment may be noisy. Temperature may fluctuate to maintain equipment in optimal conditions. * Works under regular supervision based on demonstrated proficiency in carrying out assigned responsibilities. The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position. Candidates may be subject to the following screenings: Credit Check, Drug Testing, and Criminal Background Check

SUMMARY: Perform and complete internal audits, as part of the internal audit plan. This responsibility includes performing internal audit procedures and assisting in the preparation of internal audit reports reflecting the results of the work performed. JOB RESPONSIBILITIES * Internal Audit Activities (75%): * Conduct audit procedures and tests as assigned * Draft memorandum for reporting results of audit procedures and tests * Discuss results of audit procedures and tests with audit clients * Draft potential audit report comments * Liaison with audit clients for audit planning, fieldwork, follow up, monitoring, and consultations * Special Project Activities (5%): * Research audit issues * Special reviews (other than audits) * Investigation support activities * Participation on project teams and task forces * External Audit Activities (5%): * Assistance and support to external auditors * Research and follow up on external audit findings or issues * Examination Activities (5%): * Assistance and support to regulatory examiners * Research and follow up on regulatory examination findings or issues * Monitoring Activities (5%): * Analysis of various monitoring reports * Follow up on exceptions and red flags identified in monitoring activities * Preliminary audit procedures and tests between audit cycles * Administrative Activities (5%): * General internal audit activities - time reporting, continuing education, professional and civic organization participation, general office admin activities * Ensure all actions performed are in compliance with government regulations and organizational policies and procedures. SECTION II. SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE * College degree - accounting preferred, will consider information technology, will also consider finance and business degrees if sufficient accounting courses have been taken, * Work experience - auditing or accounting experience a plus, banking experience a plus, * Professional certification - personnel assigned to this position will be expected to pursue an appropriate professional certification (CIA, CPA, CBA, CFE, CISA, CFSA, etc.) * Good oral and written communication skills * Good foundation in technology skills - PC usage, Word, Excel * Professional presence - relationship skills, organizational skills, work habits * Team orientation - ability to work well with others, flexible, adaptable * Project management skills - organizational skills, time management CORE COMPETENCY PROFICIENCIES * > 1 year experience or demonstrated proficiency * Demonstrates foundation of knowledge in professional audit standards and internal audit processes. * Leading smaller, less complex audits with mentoring * Progress on professional certification * Demonstrates higher level of learning, ability, and initiative to operate independently in some tasks (based on Internal Audit Core Competency Model focused on Creating a Competitive Advantage, Enhancing Operational Effectiveness, and Building Credibility) WORKING CONDITIONS * Normal office conditions - professional environment * Requires alertness, thoroughness, efficiency, self-starter, highly motivated * Some overtime will be required * Ability to travel for overnight assignments - travel may run between 10% - 25% The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position. Candidates may be subject to the following screenings: Credit Check, Drug Testing, and Criminal Background Check

Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc. * Meet with potential borrowers regarding their mortgage needs. * Present bank's mortgage products and services that meet borrower's financial goals. * Complete the borrower's application and analyze the borrowers financial and credit data. * Lock rate per company and regulatory guidelines. * Prepare or request all applicable loan documentation from the appropriate party or department. * Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently. * Maintain communication with the borrower regarding the loan status. * Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements. * Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.) * Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service. * Assist clients with monthly billing and collections cycle. * Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections. * Work directly with other departments to resolve any issues or concerns with any customer in your portfolio. Other Duties * Look for referral opportunities within the company (insurance, deposits, etc.). * Other duties as assigned. Skills/Abilities * Requires strong networking and interpersonal skills. * Financial/quantitative skills. * Attention to detail. * Strong computer skills including Excel. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Local travel is required for this position. Education and Experience * Must be registered with NMLS Federal Registry. * Minimum of two years residential mortgage lending experience. * A four-year college degree is preferred. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Job Description:Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads Knowledge or experience in sales or the consultative relationship process Demonstrate accountability and a goal-oriented mindset Natural and demonstrated success in asking deeper questions to fully understand the client's situation Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: **click here** _(********************************* **THE BUSINESS GROUP** Honeywell **Building Automation (BA)** is a leading global provider of products, software, solutions, and technologies that enable building owners and occupants to ensure their facilities are safe, energy efficient, sustainable, and productive. BA products and services include advanced software applications for building control and optimization; sensors, switches, control systems, and instruments for energy management; access control; video surveillance; fire products; and installation, maintenance, and upgrades of systems. Revenues in 2022 for BA were $6B and there are approximately 18,000 employees globally. To learn more, please visit **click here** _(********************************** . Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. Learn more about inclusion and diversity: **click here** _(***************************************************************** **THE POSITION** As a **Sr. Customer Marketing Manager** here at Honeywell, you will be a key leader responsible for driving customer engagement and loyalty through strategic marketing initiatives. You will lead a team in developing and executing customer marketing strategies that align with business objectives. You will report directly to our **Marketing Director** and you'll work out one of our **BA Strategic Locations** on a **hybrid** work schedule. In this role, you will impact the company significantly by leveraging your extensive experience in customer marketing to drive the development and execution of strategic marketing initiatives that enhance customer engagement, loyalty, and revenue growth. Your ability to analyze market trends, identify customer insights, and deliver targeted campaigns will strengthen customer relationships and position the company as a leader in the industry. **KEY RESPONSIBILITIES** + Lead a team of individual contributors across AMRS in developing and executing customer marketing strategies to drive customer engagement and loyalty in our key verticals. + Collaborate with cross-functional teams, including sales and product management, to understand customer needs and develop targeted marketing campaigns. + Analyze market trends and customer data to identify growth opportunities and provide insights for improvement. **KEY RESPONSIBILITIES** + Develop and execute customer marketing strategies to drive customer engagement, loyalty, and revenue growth + Collaborate with crossfunctional teams to understand customer needs and develop targeted marketing campaigns + Measure and analyze the effectiveness of marketing initiatives and make datadriven recommendations for optimization + Manage customer segmentation and develop personalized marketing communications + Collaborate with sales teams to develop customerfocused sales enablement materials + Stay uptodate with industry trends and best practices in customer marketing **YOU MUST HAVE** + Minimum of 6+ years of experience in customer marketing or related roles, with a proven track record of developing and executing successful marketing strategies. + Strong leadership skills with the ability to lead and inspire a team. + Excellent analytical mindset with the ability to interpret data and make data-driven decisions. + Experience with marketing automation tools and CRM systems. **WE VALUE** + Bachelor's degree in Marketing, Business, or a related field. + Master's degree in Marketing or Business Administration (preferred). + Dynamic and self-motivated individuals who thrive in a fast-paced environment. + Innovative and creative thinking, as we encourage new ideas and approaches to drive continuous improvement. **BENEFITS OF WORKING FOR HONEYWELL** In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here (******************************** The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. **PAY TRANSPARENCY** The annual base salary range for this position in **Connecticut** and **Minnesota** is $142,000 - $178,000. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations. Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

SUMMARY: Perform underwriting in support of new and existing commercial loans so that commercial loan officers and credit committees can properly assess risk. JOB RESPONSIBILITIES * Set a good example by arriving to work on time, managing time at work efficiently, providing excellent customer service, avoiding unscheduled absenteeism, etc. * Spread financial statements and tax returns of commercial credits including businesses and individuals * Coordinate with loan officers, customers, and customers' accountants to resolve any issues regarding any uncertainty that may arise while spreading financial statements and tax returns. * Provide a thorough and timely written analysis of commercial credits to properly assess risk; this analysis includes: a) Identification of major trends, strengths, and weaknesses. b) Disclosure of any potential loan policy exceptions. c) Compliance with financial covenants contained in loan agreements. d) Benchmarking with industry standards. e) Evaluation of credit history of key principals. f) Recommendation of alternate loan structuring, when appropriate. g) Assessment of sensitivity to declining revenue and rising interest rates. h) Any other information needed to properly assess risk. * Provide a financial summary of the bank's critical and important vendors as assigned. * Provide support for loan officers, Loan Review, Quality Control, Internal Audit, and external auditors with respect to the financial analysis of commercial credits as well as adherence to loan policy and procedures. * Review financial analysis of peer Credit Analysts. * Ensure all actions performed are in compliance with government regulations and organizational policies and procedures. * Other duties as assigned. SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE * Bachelor degree - accounting preferred, will consider finance and business degrees if sufficient accounting courses have been taken. * Work experience - accounting experience a plus, banking experience a plus. * Accounting knowledge - general understanding of Generally Accepted Accounting Principles (GAAP), general understanding of individual and corporate tax returns. * Good oral and written communication skills. * Good foundation in technology skills - PC usage, Word, Excel. * Professional presence - relationship skills, organizational skills, work habits. * Team orientation - ability to work well with others, flexible, adaptable. * Project management skills - organizational skills, time management. * Analytical skills - ability to interpret financial information from a wide variety of sources. * Attention to detail - ability to assure the utmost accuracy of financial calculations and conclusions contained in financial analysis. WORKING CONDITIONS * Normal office conditions - professional environment. * Requires alertness, thoroughness, efficiency, self starter, highly motivated. * Some overtime will be required. * Occasional travel may be required. The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position. Candidates may be subject to the following screenings: Credit Check, Drug Testing, and Criminal Background Check