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  • Senior MD, Life Sciences Venture Banking

    Pacific Western Bank

    Personal banker job in Boston, MA

    A prominent financial institution is seeking an SVP, Managing Director to lead its life sciences venture banking operations. This role requires originating and executing lending opportunities for healthcare companies. The ideal candidate should have over 12 years of banking experience, strong analytical skills, and the ability to self-generate leads. Responsibilities include managing credit risks, driving market presence, and collaborating effectively within a team environment. Competitive salary and comprehensive benefits are offered. #J-18808-Ljbffr
    $60k-132k yearly est. 5d ago
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  • Finance Associate / Cost Accounting

    Vatn Systems

    Personal banker job in Bristol, RI

    About the Company We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us. As we scale production and expand operations, we're building out our finance function - and that's where you come in. About the Role As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems. This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company. What You'll Do Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs. Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements. Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting. Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting. Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups. Contribute to financial models for pricing, proposals, and project forecasting. Help design and implement scalable financial processes and ERP tools as the company grows. Ensure compliance with internal controls and support audit preparation. Support processes related to DCAA compliance and government contracting as the company expands into defense programs. What You Bring Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred. Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment). Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus. Technical Skills: Strong knowledge of cost accounting principles and GAAP. Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling). Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar). Strong understanding of manufacturing processes, BOMs, Routings and inventory control. Soft Skills: Entrepreneurial mindset and eagerness to build from the ground up. Analytical, detail-oriented, and comfortable in a fast-moving environment. Excellent communication and collaboration skills across technical and non-technical teams. Why Join Us Be part of a pioneering team in autonomous marine technology. Help shape the finance and cost accounting systems for a growing startup. Career growth opportunities as we scale - potential to move into senior finance or operations roles. A mission-driven, innovative culture that values initiative, curiosity, and collaboration. Compensation package Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO Equal Opportunity Statement Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.
    $47k-84k yearly est. 1d ago
  • Investment Banking Vice President, Technology - San Francisco

    Moelis & Company 4.9company rating

    Personal banker job in Boston, MA

    Investment Banking Vice President, Technology - San Francisco page is loaded## Investment Banking Vice President, Technology - San Franciscolocations: San Francisco: Bostontime type: Full timeposted on: Posted 5 Days Agojob requisition id: REQ101690*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are seeking an experienced Vice President to join our Technology team in San Francisco.**Primary Responsibilities:*** Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector* Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing**Required Skills & Experience:*** Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills* Ability to effectively adapt to and address changing client and firm needs**Education:*** An MBA from a top-tier business school or equivalent investment banking experience* Five or more years of relevant work experience**Expected Salary:** $250,000 USD*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr
    $250k yearly 5d ago
  • Trader - Biodiesel

    Global Partners LP 4.2company rating

    Personal banker job in Waltham, MA

    As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers. At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us. The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value. : * Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing. * Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required. * Represent and be the lead for Supply and Trading on various projects and opportunities. * Prepare and present management reports as needed. * Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness. * Prepare and present risk/return reports on opportunities and analysis as necessary. * Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc. * Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets. * Support Supply and Trading on acquisitions and larger projects. Additional Job Description: * Exceptionally strong interpersonal and communication skills * Outstanding ability to work collaboratively * Excellent attention to detail * Excellent time management and multi-tasking skills * Proficiency with Microsoft Excel * 5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending. * Previous experience supplying marketing. * Knowledge in refinery operations a significant plus. * Strong industry knowledge and relationships with counterparts. * Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus. * Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus. * Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands * Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously * Willingness and desire to learn new skills and take on new responsibilities * Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field Pay Range: $182,300.00 - $291,500.00 The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors. Our Commitments to You * Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development. * Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support. * The Road Ahead - We offer 401k and a match component! * Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service. What to Expect From the Hiring Process (old GPS of the Interview Process) We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you. A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match. Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward. Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK. * Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $81k-126k yearly est. Auto-Apply 5d ago
  • Equities Quant Trader

    Man Group 4.6company rating

    Personal banker job in Boston, MA

    Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at *********** * As at 30 September 2025 Purpose of the role As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets. Specific responsibilities Trading of US / Canadian / Latam (cash equities, futures, FX, options) Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets Contribute to improvements across signal development, portfolio construction, risk management and trading Drive development of our trading platform, infrastructure and technology Use qualitative and quantitative analysis to improve performance of our systematic strategies Monitor live trading and respond to changing market conditions when necessary Develop and maintain relationships with our counterparties Determine appropriateness of execution venues for various trades Assist in various proprietary algorithm enhancements and algo experimentations Key competencies 3-5 years of equity quant trading experience Systematic trading of FX, Futures, Options experience also considered Detailed understanding of Americas market microstructure (Developed & EM) Expertise in a high-level programming language such as Python or R Technical skills related to trading / order routing / transaction cost analysis Ability to multitask in sometimes stressful environment Excellent written and verbal communication skills Analytical mindset Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time. US Pay Range$150,000-$180,000 USD Inclusion, Work-Life Balance and Benefits at Man Group You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity. You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering. Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance. Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws. Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.
    $150k-180k yearly Auto-Apply 60d+ ago
  • Investment Banking- United States - 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Boston, MA

    JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $110k-200k yearly Auto-Apply 35d ago
  • Universal Banker

    Bluestone Bank 3.2company rating

    Personal banker job in Raynham, MA

    Job DescriptionDescription: Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required. Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour. Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $21.50 per hour. Do you have three years or more of experience? The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers. Researches and resolves customer inquiries and problems. Adheres to compliance regulations and operational policies and procedures. Cross-sells Bank products and services to meet customer needs. Processes financial transactions accurately and timely, balances within percentage guidelines. Assists with day-to-day operations of the branch. Provides coverage at any location required. Performs additional duties as requested. The pay range for this position $18.50 to $21.50 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. 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, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements: Six months or more of customer service experience. High school Diploma or equivalent. Possesses strong customer service and excellent communications skills. Ability to quickly learn and properly use various software programs. Bilingual in Spanish or Portuguese is a plus.
    $18.5-21.5 hourly 2d ago
  • Cramer Future Opportunities

    Cramer 4.4company rating

    Personal banker job in Norwood, MA

    Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!
    $74k-122k yearly est. Auto-Apply 60d+ ago
  • Full Time Universal Banker

    Quincy Credit Union

    Personal banker job in Marshfield, MA

    Quincy Credit Union is looking to hire a full-time Universal Banker to provide assistance to our members. As a Universal Banker within QCU, you will provide exceptional member service, accurately perform high volume Credit Union transactions, educate members on new technology and develop Credit Union product referral opportunities through our strong member relationship skills. Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution. Verifies and posts transactions to member accounts and maintains member and Credit Union records. Requirements One year of Financial Service experience; banking or credit union preferred Proficient in working with multiple software programs Great working with the public Availability to work Saturdays 8:30 - 12:30 Quincy Credit Union is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Salary Description $22.85 - $28.53 DOE
    $36k-51k yearly est. 23d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    Personal banker job in Dartmouth, MA

    Position: Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee PensionPaid Time Off (PTO) Parental LeaveTuition Reimbursement Begins first of the month following date of hire: Medical, Dental, VisionCritical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance ProgramFlexible Spending AccountDependent Care AccountHealth Savings Account VISIT OUR WEBSITE : ************************************* LINKEDIN: ************************************************************* EndFragment
    $32k-39k yearly est. Auto-Apply 29d ago
  • Universal Banker III

    Make Your Move

    Personal banker job in Peabody, MA

    Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about. JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Business Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it serves. In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services. Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Bank's system of record. Participate in team meetings, contribute toward branch sales goals, engage in divisional campaigns, and celebrate team successes. Customer Experience Deliver an exceptional customer experience every time by: Making a personal connection with every customer. Uncovering their financial needs through meaningful discussion and exploration. Making educated product and service recommendations based on expert knowledge of same. Providing financial solutions that meet the customer's needs. Following up to ensure satisfaction. Business Acumen and Technical Knowledge Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services. Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank. Demonstrate the ability to build relationships and alliances with customers and colleagues. Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management. Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook). Proficient using the Internet (mobile and desktop) to search for and locate information. Banking Operations Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. As all Salem Five retail positions are required to have ‘universal' branch banking skills, must have / develop a full working knowledge of both the traditional ‘sales' and ‘teller' functions and routinely perform both. Education and/or Experience High school diploma, or equivalent required. Three-five years' experience in a retail or banking environment or early mastery of Universal Banker II responsibilities required. Some supervisory or management experience required. This position is a ‘key-holder' and as such, is a member of the branch management team, opening/closing the branch as schedules dictate. In the absence of a Manager and/or Assistant Manager, serves as the ‘manager on duty'. Demonstrates leadership abilities, uses sound judgement in decision-making, and serves as a coach for junior staff members. In coordination with the Branch Manager, develops business outside the bank through active engagement in the community, attending networking events, and either jointly with internal business partners or independently conducting business calls on customers and prospects. Proven success in delivering a superior experience in a customer-centric environment. Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing System and individual records to be in good standing Individual NMLS IDs renew annually Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: $52,000 - $65,000 plus incentives The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future. Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970. No unsolicited resumes accepted from agencies.
    $52k-65k yearly 60d+ ago
  • Banker II

    Middlesex Savings Bank 3.6company rating

    Personal banker job in Ashland, MA

    Overview It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution. Responsibilities Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills. Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment. Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals. Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately. Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is required some college Work Experience 1-2 years Banker or similar customer service-related experience within banking is required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds. Licenses and Certifications Must attain designation of Notary Public within 6 months. Required Expected Pay Range From: $37,927To: $54,024 The pay range is the salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities
    $37.9k-54k yearly Auto-Apply 60d+ ago
  • Universal Banker - Lexington

    Pcsb Financial Corporation 3.3company rating

    Personal banker job in Lexington, MA

    About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. We are looking for an experienced and enthusiastic Universal Banker to join the team in our Lexington branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today! NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation. Principal Duties and Responsibilities • Process financial transactions including deposits, withdrawals, check cashing and loan payments • Provides excellent customer service, identifies customer needs, and suggests appropriate line of products • Proactively develops new customer relationships and expands relationship with existing customer • Research and resolve all customer problems and inquires • Interview consumer loan applicants. Submit and close consumer and equity loans • Educates customers on all products and services and alternate delivery channels • Cross sell products and services • Engage in outside business development activities including cold calling and community involvement • Contribute to the overall branch goals in sales and service Job Specifications • High School diploma or GED required • Previous teller experience and cash handling experience • Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook) • Good oral and written communication skills • Detail oriented and good organization skills • Good working knowledge of all bank operating procedures, practice and policies • Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines • Ability to analyze situations and solve complex issues
    $34k-39k yearly est. Auto-Apply 60d+ ago
  • Senior Universal Banker

    Savers Cooperative Bank 3.8company rating

    Personal banker job in Northbridge, MA

    Full-time Description This position will float to all three of Savers Bank Western regional branches located in Charlton Ma, Southbridge Ma and Sturbridge Ma. Location and length of assignment at any of the named locations are based on the needs of the branches. Milage reimbursement is provided. Reliable Transportation is required. POSITION FUNCTION: The Senior Universal Banker is a cross-trained banking professional responsible for delivering exceptional customer service while managing teller, personal banking, and loan processing functions. This role focuses on relationship management, sales growth, compliance, and operational excellence. The position requires strong multitasking skills to balance transactions, product sales, and customer service activities in a fast-paced retail banking environment. This full-time, non-exempt position reports to the Retail Administration Officer. Key Responsibilities Customer Transactions & Service · Accurately process a wide range of customer transactions, including deposits, withdrawals, check cashing, transfers, loan payments, night drop, and ATM transactions while adhering to dual control procedures. · Address customer inquiries, resolve issues, and handle complaints promptly and professionally. · Provide guidance on banking products and services, ensuring an excellent customer experience. · Monitor transactions for potential fraud, verifying account details and fund availability. Account Maintenance / Banking System Use · Open and maintain consumer and business deposit accounts, debit cards, check orders, wire transfers, stop payments, and safe deposit services. · Administer online banking services, reset passwords, and resolve digital banking issues. · Assist customers with loan applications, advances, disbursements, and payoffs. · Perform account updates and maintenance, ensuring accuracy in customer records. Cash Handling & Operational Compliance · Balance personal cash drawer and assist with ATM, vault, and recycler balancing. · Conduct end-of-day branch balancing procedures, maintaining accurate logs and reports for audits. · Ensure compliance with all cash handling, balancing, and security protocols. Relationship Building & Sales Support · Identify customer needs and provide tailored banking solutions through consultative selling. · Actively promote and cross-sell bank products and services to deepen customer relationships. · Track and document sales activities using CRM tools. · Participate in branch promotions, marketing campaigns, and community outreach events. · All other duties as assigned. Compliance, Security & Risk Management · Maintain up-to-date knowledge of banking regulations, compliance policies, and security procedures. · Process BSA reporting, including Currency Transaction Reports (CTRs), Suspicious Activity Reports (SARs), and monetary instrument logs. · Participate in branch operations such as opening/closing procedures, dual control processes, and audits. · Monitor drive-thru and lobby activity to enhance security and deter fraud. Community Engagement & CRA Participation · Support the bank's commitment to community involvement by participating in CRA initiatives and volunteer opportunities. · Represent the bank at community events to promote financial literacy and services. PHYSICAL DEMANDS: · Frequently moves about within the branch environment to interact with clients and staff. · Operates computers, phones, and office equipment continuously throughout the workday. · Remains seated for extended periods while performing desk-based tasks. · Occasionally lifts and carries objects under 20 lbs., such as supplies, ledgers, or promotional materials. · Occasionally travels between branch locations and external events. DISCLAIMER Savers Bank is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status. Requirements SKILLS & QUALIFICATIONS: Education High school diploma or equivalent required; bachelor's degree in finance, business, or a related field preferred. Experience Minimum of 2 years of experience in relationship selling within a bank or credit union, with a proven track record in cross-selling banking products and services. Familiarity with consumer loan processing, portfolio management, wire transfers, and digital banking platforms. Skills Exceptional customer service, consultative selling, and relationship-building skills, with the ability to identify and address customer needs effectively. Strong math, computer, and transaction processing skills, along with proficiency in banking software, CRM systems, and office equipment. Knowledge of financial regulations, compliance standards, and security protocols, with a commitment to accuracy, vigilance, and adherence to cash handling and security procedures. Salary Description Non-Exempt
    $34k-41k yearly est. 7d ago
  • Cramer Future Opportunities

    Cramer 4.4company rating

    Personal banker job in Norwood, MA

    Job Description Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!
    $74k-122k yearly est. 1d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    Personal banker job in Pawtucket, RI

    Position: Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee PensionPaid Time Off (PTO) Parental LeaveTuition Reimbursement Begins first of the month following date of hire: Medical, Dental, VisionCritical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance ProgramFlexible Spending AccountDependent Care AccountHealth Savings Account VISIT OUR WEBSITE : ************************************* LINKEDIN: ************************************************************* EndFragment
    $32k-39k yearly est. Auto-Apply 20d ago
  • Part Time Universal Banker

    Quincy Credit Union

    Personal banker job in Hanover, MA

    Quincy Credit Union is looking to hire a part time Universal Banker to provide assistance to our members. As a Universal Banker within QCU, you will provide exceptional member service, accurately perform high volume Credit Union transactions, educate members on new technology and develop Credit Union product referral opportunities through our strong member relationship skills. Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution. Verifies and posts transactions to member accounts and maintains member and Credit Union records. Requirements One year of Financial Service experience; banking or credit union preferred Proficient in working with multiple software programs Great working with the public Availability to work Saturdays 8:30 - 12:30 Quincy Credit Union is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Salary Description $22.85 - $28.53 DOE
    $36k-51k yearly est. 18d ago
  • Universal Banker I

    Make Your Move

    Personal banker job in Lynn, MA

    Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about. JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Business Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it serves. In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services. Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Bank's system of record. Participate in team meetings, contribute toward branch sales goals, engage in divisional campaigns, and celebrate team successes. Customer Experience Deliver an exceptional customer experience every time by: Making a personal connection with every customer. Uncovering their financial needs through meaningful discussion and exploration. Making educated product and service recommendations based on expert knowledge of same. Providing financial solutions that meet the customer's needs. Business Acumen and Technical Knowledge Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services. Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank. Demonstrate the ability to build relationships and alliances with customers and colleagues. Able to demonstrate a high level of proficiency with Salem Five's digital technology offerings. Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management. Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook). Proficient using the Internet (mobile and desktop) to search for and locate information. Eager to embrace new and emerging technologies. Banking Operations Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. As all Salem Five retail positions are required to have ‘universal' branch banking skills, must have / develop a full working knowledge of both the traditional ‘sales' and ‘teller' functions and routinely perform both. Education and/or Experience High school diploma, or equivalent required. Some experience in a retail environment preferred, but not required. Has or exhibits desire to develop skills in the banking industry and displays the qualities and attributes necessary to deliver a superior customer experience. Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing System and individual records to be in good standing. Individual NMLS IDs renew annually. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: $40,000 - $50,000 plus incentives The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future. Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970. No unsolicited resumes accepted from agencies.
    $40k-50k yearly 9d ago
  • Universal Banker I

    Bristol County Savings Bank 3.6company rating

    Personal banker job in Attleboro, MA

    Position: Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: AVP Retail Branch Manager/ VP Branch Manager Regional Team Leader ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee PensionPaid Time Off (PTO) Parental LeaveTuition Reimbursement Begins first of the month following date of hire: Medical, Dental, VisionCritical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance ProgramFlexible Spending AccountDependent Care AccountHealth Savings Account VISIT OUR WEBSITE : ************************************* LINKEDIN: ************************************************************* EndFragment
    $32k-39k yearly est. Auto-Apply 20d ago
  • Universal Banker I

    Make Your Move

    Personal banker job in Danvers, MA

    Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Work schedule is 40 hours including Saturday. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about. JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Business Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it serves. In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services. Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Bank's system of record. Participate in team meetings, contribute toward branch sales goals, engage in divisional campaigns, and celebrate team successes. Customer Experience Deliver an exceptional customer experience every time by: Making a personal connection with every customer. Uncovering their financial needs through meaningful discussion and exploration. Making educated product and service recommendations based on expert knowledge of same. Providing financial solutions that meet the customer's needs. Business Acumen and Technical Knowledge Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services. Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank. Demonstrate the ability to build relationships and alliances with customers and colleagues. Able to demonstrate a high level of proficiency with Salem Five's digital technology offerings. Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management. Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook). Proficient using the Internet (mobile and desktop) to search for and locate information. Eager to embrace new and emerging technologies. Banking Operations Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. As all Salem Five retail positions are required to have ‘universal' branch banking skills, must have / develop a full working knowledge of both the traditional ‘sales' and ‘teller' functions and routinely perform both. Education and/or Experience High school diploma, or equivalent required. Some experience in a retail environment preferred, but not required. Has or exhibits desire to develop skills in the banking industry and displays the qualities and attributes necessary to deliver a superior customer experience. Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing System and individual records to be in good standing. Individual NMLS IDs renew annually. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: $40,000 - $50,000 plus incentives The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future. Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970. No unsolicited resumes accepted from agencies.
    $40k-50k yearly 60d+ ago

Learn more about personal banker jobs

How much does a personal banker earn in Carver, MA?

The average personal banker in Carver, MA earns between $21,000 and $46,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Carver, MA

$31,000
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