Personal banker jobs in Bridgeport, CT

Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies. Responsibilities * Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives * Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions * Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access * Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes * Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements * Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies * Coordinate with operations on settlements and corporate actions * Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards * Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development

Mohegan Lake, NY Salary Range: $27.48/hr - $41.21/hr The Universal Banker (UB) Supervisor acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB Supervisor is considered a “jack of all trades” that requires the incumbent to operate in the capacity of Supervisor, Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. This position is also responsible for supporting branch sales and service efforts though the acquisition of new clients, the offering of suitable products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The UB Supervisor has the authority to assume managerial duties, when branch management is not present and can approve or override transactions, open new accounts, resolve issues, and educate Bank customers on our products/services and refers them to a licensed representative of ABS Associates of NY, Inc. when appropriate and is expected to support branch management with the opening/closing of the branch, as required. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently. Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Oversee assigned branch in a leadership capacity in absence of branch management. Approve or override financial transactions, utilizing due diligence and sound judgement to minimize risk and potential loss. Assist with the training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers and ensure that the staff is adhering to customer service standards, as well as delivering excellent customer service and that all new account procedures including CIP and BSA requirements are being adhered to. Provide customer facing staff with guidance in handling difficult or complex problems. Assist with the resolution of issues and ensure a mutably favorable outcome to the Bank and our customers; escalate issues to the appropriate business partners within the organization for an appropriate resolution, when needed. Open/close and oversee the banking office under established guidelines, when required. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 3 years retail banking experience in the combined experience of Teller/ Customer Service Representative. 1-2 years of bank supervisory experience in either the teller unit or platform required; fully cross trained preferred. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings! WHAT IS DELEK? WHAT DO WE DO? We are a boutique-sized diversified downstream energy company with a range of assets, including petroleum refining, logistics, renewable fuels, and convenience store retailing. Our refineries in Texas, Arkansas, and Louisiana have a combined crude capacity of 302,000 barrels per day Our logistics business currently owns and operates 720 miles of crude and product pipelines, a 600-mile crude oil gathering system, and storage tanks and terminals. Our Retail or convenience store part of Delek, runs over 250 stores in Texas and New Mexico. We also have company-branded New-to-Industry DK stores in the southern part of the US! Our three renewables' plants in Texas, Arkansas, and Mississippi combined can produce 40 million gallons of biodiesel fuel a year. DELEK BENEFITS We offer fantastic benefits that include up to a 10% match on 401K on your hire start, with a vesting timeline of only one year, along with medical benefits that start on day one with a 30% premium rebate annually! We value your well-being and all employees now have access to the Calm app for FREE, which is used for meditation, stress management, and better sleep. Through our performance management program, you can earn additional annual incentives as you set and achieve goals. Our pay for performance culture motivates our employees to improve Delek's year-over-year company, business unit, and individual results. With some of the highest bonus payouts in recent years, we know that our success is due to our talented and dedicated team. We are looking for individuals like you to help us continue this momentum and bring new ideas to the table. At Delek, you will have the opportunity to make an impact and grow your career in a supportive and innovative environment. JOB SUMMARY Buys and sells energy-related products on a short-term and intermediate basis under the Wholesale Division. Uses futures and other financial tools as a service for customers and for internal hedging of deals. All activities will be performed in support of the strategy, and vision of the organization. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate EDUCATION AND EXPERIENCE 4 year / Bachelor's Degree (Required) Master's Degree (Preferred) In lieu of the above education requirements, an equivalent combination of education and experience may be considered. Ten (10) or more years Experience in a related field (Preferred) No Licensure or Certification Required. JOB REQUIREMENTS Trading Financial Market Analysis Critical Thinking Communication Issues Management Problem Solving Influence Negotiation Logistics Manage Wholesale Rack pricing strategy in coordination with Trading & Supply Negotiates contracts for purchase/sale of product supply in Wholesale within limits of authority Provides leadership and technical expertise for the trading bench; setting the culture of excellence Oversees activities of the trading bench, ensuring adherence to best practices, company policies, effectively maximizing efficiency and optimization in performance Develop and maintain relationships with energy suppliers and brokers Identifies and pursues commercial trading opportunities Accountable for meeting profitability and optimization targets Reviews competitive intelligence for all regions and reports recommendations to leaders Coordinates logistical arrangements with supply logistics groups to ensure timely and cost-effective delivery of product/crude shipments Collaborates with System Optimization and refinery optimization staffs to identify and act upon supply chain opportunities Determines hedging strategy Ensures refineries' requirements are met on timely basis Communicates supply and trading issues impacting profit optimization at refineries Evaluates economics of available products/crude Assesses risk in current and future trade contracts Develops and presents analysis to management to support future trading positions While this job description aims to provide a comprehensive overview of the role, it may not detail every task or responsibility required. CORE COMPETENCIES CHANGE AGILITY (LEVEL 3 APPLYING): Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results. COLLABORATION (LEVEL 3 APPLYING): Sees connection points across the organization and partners effectively with others to achieve common goals. DECISION MAKING (LEVEL 3 APPLYING): Selects a course of action to reduce risk and uncertainty and create optimal outcomes. DRIVE FOR RESULTS (LEVEL 3 APPLYING): Drives to achieve challenging performance objectives. TEAM BUILDING (LEVEL 3 APPLYING): Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Disabled/Veterans.

About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's. Job Description: We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following: ● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb ● Fully automated and proven algorithmic / quantitative trading strategies ● Minimum Sharpe of 3.0+ ● Provide prior 2+ years of historical performance ● Ability to be self sufficient and work from anywhere (location agnostic)

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Grayscale is the largest digital asset-focused investment platform in the world by AUM and offers the broadest selection of digital asset investment products in the U.S. based on number of products. Our platform spans the full spectrum of institutional-grade solutions-from single-asset exposures to diversified and thematic strategies-with a goal of providing every investor with access to the hyper-expanding digital asset universe. Our firm offers a rare combination of decades of traditional finance work experience and digital asset leadership that brings an institutional mindset to the maturing digital asset industry. This convergence of capabilities positions us to deliver investment solutions and client experiences that are both institutionally robust and technologically advanced, which we believe offers a competitive edge that is difficult to replicate. We're proud of our deep crypto expertise and work closely with individual and institutional investors as they explore this asset class as part of their portfolio allocation. Position Summary: Grayscale is seeking a Spot Trader, Digital Assets to join a growing investment team. This role will be responsible for supporting the trading desk across a broad range of instruments and investment vehicles, mainly spot crypto, but will also have exposure to derivatives. Successful candidates will have experience in trading operations and/or as a trading assistant with a strong risk management mindset. Responsibilities: Execute cryptocurrency trades accurately and consistently from inception through settlement to support the operations of Grayscale's Products. Monitor digital asset price risk and monetize Grayscale's fees and related strategies using spot sales, forwards, and options. Manage trading systems, oversee execution flows, and engage with trading partners and counterparties. Inform risk and treasury management decisions through clear, timely communication with team members. Enhance trading infrastructure by collaborating with portfolio management, operations, and engineering teams, with emphasis on automation and efficiency. Conduct pre- and post-trade analysis to refine strategies and improve execution performance. Stay current on cryptocurrency market developments to contribute to the evolution of the trading function. Prior Experience/Requirements: 5+ years of experience trading or settling spot trades at leading financial institutions, including exchanges, order-routing systems, and OTC desks. Proven experience trading cryptocurrency and/or managing corporate or treasury risk exposure (strongly preferred). Bachelor's or Master's degree from a top-tier university. Proficiency in Excel, Bloomberg, and analytical tools; working knowledge of Python/SQL a plus. Familiarity with ISDA agreements. Strong verbal and written communication skills with ability to simplify complex issues. Exceptional quantitative, analytical, and problem-solving skills with keen attention to detail. Demonstrated ability to manage trading strategy, risk, and external relationships. Capacity to prioritize and execute in a fast-paced environment. High professional discretion, integrity, and judgment. Entrepreneurial mindset and collaborative team orientation. FINRA Series 7 license. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Experienced Trader Job Description We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy with competitive profit splits attracts individuals with an edge which contributes to our consistent success. As an Experienced Trader, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 2 years. What you'll need: Proven track record of profitability as a trader for at least two years Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements The ability to create and support quantitative models Experience with data analysis programming languages (Python is a plus) An attentive, mindful, and focused demeanor Proven self-starter Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement Strong communicator who works well with others but also thrives in an entrepreneurial environment The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package. Benefits and Culture: Medical, Dental and Vision Benefits Life insurance and long-term disability 401K Generous vacation time, paid holidays, and paid parental leave Social events including team dinners and company parties Employee referral bonus program Tuition Reimbursement Charitable giving and company match Casual, relaxed office environment If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here.

Job Type: Hourly, Full-Time Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties. As a Banker you are responsible for: Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers. Responsibilities: Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy. Possess excellent working knowledge of all bank products and services, consumer, and business. Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs. Promote, cross-sell, and upsell bank products and services that meet customers' needs. Identify and refer customers or prospects to non-bank product associates as appropriate. Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers. Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training. Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing. Adjust to various branch traffic flows while maintaining efficiency and accuracy of work. Accurately balance self and branch office daily; order money; compile currency transaction reports. Process customer transactions accurately and courteously. Ensure that all work performed is complete and accurate. Assist in resolving problems with branch equipment, balancing, and operational issues. Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch. Education and Qualifications: High school diploma preferred. At least one of retail banking experience, including teller, sales, or some comparable combination of education and experience. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities ______________________________________________________________________________________________________________________________________________________________________________________ Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status. __________________________________________________________________________________________________________________________________________________________________________________________________________

Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions. At Peapack Private, our clients are cared for by a single point of contact and are served by empowered employees who consistently go above and beyond to provide exceptional service and offer a boutique private banking experience. What makes Peapack Private different? We are an institution that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the seventh consecutive year by American Banker as one of the “Best Banks to Work For” across the nation. In addition, we were selected as Crain's Best Places to work in NYC for our inaugural year, 2024. Our secret sauce in one word is our ‘culture'. At Peapack Private, we value a diverse and inclusive workspace, deeply committed to growing leaders at all levels of the organization thorough mentorship, career pathing, and professional development. There are multiple ways to build relationships and get involved - from joining our Cultural Ambassador Committee focused on areas like Wellness, Fun, Inclusion, or Environmental Awareness - to involvement in community service activities through Volunteerism. Said quite simply, the culture and the people who work here are amazing! Position Overview The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. They will be responsible for managing the overall client experience by efficiently by identifying cross-sell opportunities, presenting referrals to partnering business lines, and transactions. The Preferred Banker adopts and lives our core principals and display actions reflecting “Clients First” and “One Team” principles daily Position Responsibilities: Provide exceptional service to clients and bank partners. Accept and process all client request and work with other team members and partners to ensure the resolution of all client needs. Provide general management of client relationships to coordinate service and product delivery from all other divisions of the bank. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products, while proactively looking to identify additional potential opportunities to expand relationships. Oversee client onboarding processes, ensuring all necessary documentation for opening and closing accounts complies with state and federal guidelines. Coordinate the delivery of information and communication with clients, prospects, referral sources, and internal partners. Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients. Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed. Essential Skills and Experience: High School Diploma or GED required, College Degree in Financial Services or a related field preferred. 3-5 years' experience in a client service / client facing role, retail banking experience preferred Knowledge of banking products, services and an understanding of branch operations/security Ability to effectively interact with all clients and internal partners across the bank. Demonstrated proficiency in gathering financial and KYC information from clients to open and service accounts. Knowledge of KYC/BSA/Anti-money laundering regulations. Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently. General understanding of Client Relationship Management (CRM) functionality Nonessential Skills and Experience: Previous experience using Salesforce or another CRM platforms Prior experience using Silverlake or Xperience platforms Benefits Overview: We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match. The approximate pay range for this position is $79,918 to $100,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location. Note: Incentives and/or benefits packages may vary depending on the position.

Job Details Branford Branch - Branford, CT Full Time $18.32 - $25.37 Hourly BankingCompany Details Are you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We're a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission. Benefits: Competitive compensation. Medical, Dental and Vision coverage. Paid time off. 401K contributory plan with company match. The opportunity to become involved in community outreach. Description The New Account Representative is responsible for helping establish and attain sales and service goals and to promote membership growth through the expansion of member relationships under the supervision of the Assistant Branch Manager. A New Account Representative must provide outstanding service to all members and identify and find solutions for their financial needs to better their financial lives. The position requires professionally connecting with members in a way that will drive business to the branch. In addition, the position is responsible for maintaining a professional and efficient branch, with responsibilities including but not limited to; filling in for a branch manager during an absence, following all security protocols, and fostering a positive work environment with fellow staff. Connex has a right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergency transfers to cover due to shortage or other problem. Essential Functions and Responsibilities: Serves as a financial advocate/coach for members of the CU. Works with members to explore their financial priorities, and determines helpful and achievable solutions using the CU's products and services in order to improve our member financial standing. Drives loan volume within the branch by recognizing member needs and getting them in appropriate product. Spends 30% of the time performing teller duties, including handling transactions, cash management, and providing customer service at the teller line. Work with member through entire loan process from application to closing. Performs preliminary reviews of member's financial status and effectively identifies member's needs and assists with attaining the member's financial goals. Serves as member's primary point of contact in all Credit Union matters. Researches and resolves member issues and takes ownership of those issues by resolving them personally. Follows up to ensure member satisfaction and resolution. Maintains and continually improves upon in depth knowledge of all credit union products, services, and procedures. Conducts daily outbound calls to new and prospective members in order build and expand relationships. Scheduled call nights may require after hour attendance. Assists with the appearance and professionalism of the branch. Adheres to all credit union policies and procedures and supports the culture of the organization. Performance Measurements (if applicable): Qualifications and Requirements: Associate's Degree required or equivalent work experience 1 to 3 years retail or banking experience required

Job Title: Universal Banker Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager Hiring Range: $47,000 - $58,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. General Statement of Duties: You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects. Major Duties and Responsibilities: Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience. Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards. Fulfill customer financial needs, both immediate and longer term, by utilizing needs-based selling to offer appropriate solutions and referring to business partners when necessary. Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions. Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant. Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required. Perform operational responsibilities as designated by management. Other duties as assigned. Requirements Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required. A minimum of 2 years experience in a financial institution or comparable experience in a retail environment. The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals. Knowledge of financial institution operations, procedures and the ability to interpret and understand laws and regulations. Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today's financial world. Polished interpersonal communication and client service and sales skills. Ability to apply strong analytical skills in reviewing data received from business partners. Effective communication skills including oral and written skills. The ability to work with all levels of management and staff. A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers. Securities and Life & Health Licensing a plus, but not required. This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law. EOE, including disability/veterans.

Estimated starting salary is $22.17-$26.97 per hour. The Part-Time Universal Banker role will provide savings bank services to new and existing customers in an efficient and reliable manner consistent with government regulations and bank policy and procedures Skills Requirements: Above average verbal and written communications skills preferred. Basic math skills Proficient with the use of a Personal Computer Basic knowledge of Microsoft Office. Education & Experience Requirements: High School Diploma or G.E.D. equivalent. Teller and or Customer Service experience required. Duties and Responsibilities Include: Promotes the sale of Bank products and services to customers through our internal sales process in order to maximize banking relationships. Responds to customer requests by answering questions regarding service, products, and account information and processing requests for various banking services. Processes the opening of accounts by collecting and verifying identification as required by the Customer Identification Program in accordance with BSA. Ensures customer receives appropriate disclosures in accordance with Regulation DD. Processes transactions including the closing of accounts and executes changes following established procedures. Deters fraud by checking validity of all documentation received from customers, examining and collecting pedigree information, examining checks for endorsements. Verifies appropriate hold codes and other information such as dates, bank names, and the legitimacy and/or negotiability of all items received. Orders ATM and Debit MasterCards for customers through core system, ensuring correct information for appropriate delivery and to mitigate risk. Performs clerical tasks assigned by Branch Management Team and Head Teller including filing, locating account records, scanning of work, and updating account information on the core system. Adheres to current shred procedures to be compliant with Regulation P. Analyzes and rectifies customer concerns through satisfactory verbal and written communications by following established procedures. Performs follow-up phone calls to customers to ensure exceptional level of service and all pending items received. Acquires comprehensive knowledge of the products and services offered by the bank in order to provide accurate and relevant information to customers. Verifies accuracy of monetary transaction by employing basic math skills and utilization of a calculator. Processes various customer transactions through effective use of the Bank's core operating system and cash dispenser. Balances daily by counting cash, adding checks, listing transaction totals, and various ledger items. Additionally, identifies and corrects transaction errors when debits and credits do not balance. Ensures regulatory compliance by applying bank policies and procedures when processing transactions. Performs scanning of checks and ensures proper bank endorsement in order to receive accurate credit and settlement in accordance with Regulation CC. Sells currency as necessary to management in order to mitigate risk and be compliant with set cash limit. Assists with training of new teller trainees, by demonstrating and teaching appropriate transaction processing, observing and correcting the trainees as they perform transactions, and assisting them in preparing to open their own teller box.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products. You deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. The Senior Relationship Banker provides comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently. * Independently manage a portfolio comprised of both high value consumer clients and small business customers. * Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. * Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. * Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. * Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate. * Collaborate with team members and partners to achieve branch goals and drive overall performance. * Participates in joint calling with Product partners to generate and deepen relationships with business customers. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. * Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively. * Communicate clearly and effectively with customers in person, over the phone, or through digital channels. * Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. * Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * High school diploma, GED or equivalent education:: Business Management, Finance, or equivalent field - Required. * Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred. * 5+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) * 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships - Required. (OR) * 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) * 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. * Motivated to help people achieve financial goals. * Strong financial acumen with a general knowledge of consumer and small business products, and lending. * Proven track record in sales and cross-selling products and services. * Proven ability to manage a portfolio of clients effectively. * Proven relationship-building skills and a customer-centric approach. * Ability to work effectively in a team environment, building strong relationships with colleagues and business partners. * Ability to use critical thinking to solve problems and provide solutions to customer issues. * Excellent communication, consultative and influence skills both verbal and written. * Demonstrated proficiency using the phone to engage with customers. * Ability to display a credible, trustworthy, and professional image at all times. * Proficient in using digital tools and technology to enhance customer engagement. * Ability to follow directions, policies, and procedures. * Ability to identify and escalate concerns of risk to appropriate channels. * Ability to work in a fast-paced environment and manage multiple priorities. * Computer proficiency and basic math skills. * Ability to work branch hours, which can include weekends and evenings. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $52,500.00 USD Maximum: $87,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Requirements Qualifications, Knowledge, Skills, and/or Abilities: Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry Excellent verbal and written skills Digital fluency Customer service skills or prior quality sales experience Strong communications skills including problem solving, task completion and customer focus Interpersonal skills are a must, with the ability to deal with difficult situations and customers Must be a team player Detail oriented with the ability to handle confidential and sensitive information Strong sense of integrity and personal ethics Cash handling, processing and mathematical skills Ability to lift up to 10 pounds occasionally and or a negligible amount of lifting frequently or constantly to move objects Willingness to work alternating shifts and Saturdays Minimum 1-3 years relevant experience in consumer, business banking or retail services This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Salary Description $23.00 - $27.00/hr

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities: Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Perform customer needs analysis and engage in sales conversations Requirements: Active Life & Health license FINRA Series 6/63/65 Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: 401k Base salary plus heavy commission/bonus $250/month Health stipend Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency

Requirements Excellent organizational, interpersonal and communication skills Attention to detail while multi-tasking Strong math aptitude and excellent customer service ability Ability to build and maintain customer relationships Must be a team player with willingness to work in other branches on an as needed basis Strong sense of integrity and personal ethics Demonstrate competency and accountability with the Bank operational standards Strong working knowledge of Bank products and services Experience Minimum of 1 to 2 years banking and cash handling experience Basic PC, MS Word and Excel proficiency Experience in customer service and/or sales experience Education Associate degree or 1 -3 years of relevant experience in consumer, business banking or retail services. Location This role is available across multiple branch offices. Location will be determined based on business needs. CT Branches: Milford, Fairfield, Westport, Norwalk, Darien, Stamford, Greenwich NY Branch: Scarsdale

Job DescriptionPurpose: Universal Banker (UB) is responsible for assisting all bank clients, opening new accounts, verifying the identity of account holders, assisting customers with transactions and conducting both teller and cash vault transactions in an accurate and timely manner. In addition, they are also responsible for the overall sales and servicing of all Bank products and services. The UB must maintain current knowledge of Bank's products, services and current promotions. They are accountable for providing operational support and exceptional customer service while maintaining essential controls and safeguards. Starting hourly rate is $22-$26 commensurate with experience Essential Job Functions: • Maintain exceptional customer service standard, greet customers and facilitate a welcoming customer focused environment. • Accurately processes transactions and open new accounts in a timely and professional manner and request the required identification. • Communicate ideas on how to improve a customer's experience to Branch Management. • Maintain current knowledge of all Federal and State laws and regulations along with the Bank's policies and procedures. • Processes Teller transactions in an accurate and timely manner (e.g., deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.) • Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments. • Responsible for monitoring and maintaining Branch cash supply. • Process assigned reports and/or job duties in an accurate and timely manner. • Answer customer questions and concerns regarding banking products and services. • Maintains a current understanding of the Bank's new account opening procedures. • Keeps current information of the Bank's products and services Required Knowledge, Skills and Abilities: • Bachelor's Degree or equivalent experience in Banking • Knowledge of Banking procedures and regulations • Strong communication and interpersonal skills • Advanced knowledge in computer skills Powered by JazzHR jVrebbxP5w