Personal Banker Jobs in Glastonbury, CT

Financial Representative | Financial Advisor | Wealth Management Advisor West Hartford, Connecticut Our financial professionals at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open. The Financial Planning Career with Northwestern Mutual allows the opportunity to: Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm's exceptional network of financial specialists and leaders. Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team. Qualifications: Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. Located in or near the Greater Hartford region. 4-year bachelor's degree or equivalent professional work experience. Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided. Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future. Ability to work in a fast-paced, highly productive, and value-driven environment. Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships. Compensation & Benefits: Performance-based earnings and revenue ( annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client advising and policy management Bonus programs and expense allowances Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Leadership + Professional Growth Opportunities Award-Winning Training + Mentoring Program Personalized Mentorship from Top Advisors and Industry Leaders About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 4.75 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. Northwestern Mutual Awards and Accolades: FORTUNE 500 Rank: No. 90 Highest Financial Strength Ratings and Unsurpassed Financial Strength #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets 97% Client and Policy-owner Retention year after year Top-10 US Independent Broker Dealer Annually one of the “World's Most Admired” companies (FORTUNE Magazine) Forbes' Best Employers for Diversity (2018 - 2021) 15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine) Top 125 Training Program (Training Magazine) Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

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: **************************************************************************

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Under the supervision of the Universal Banker II or other supervisors and or manager, the Universal Banker Supervisor, coaches and guides the Universal Bank Team in the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker Supervisor is expected to set the example of meeting or exceeding the expectations of Customer Service Standards and assist Universal Bankers in identifying sales opportunities, cross selling products and services including referrals to branch sales team and brokerage personnel. Must be proficient and able to instruct others in performing a variety of transactions; perform platform functions including account openings and consumer loans. The Universal Bank Supervisor uses 4 Square Coaching and In the Moment Coaching to guide and instruct Universal Bankers in exceeding the customer service standards. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Partner and guide team to actively support branch sales. Attains individual sales goals, contribute to team sales goal, develop team in building their goals. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions. Able to conduct and train others in all account opening/maintenance functions. *DEVELOPMENT OPPORTUNITIES Maintain and oversee wire authority of up to $75,000. May interview and complete consumer loan applications. May perform preliminary underwriting. May close consumer loans. May be registered for an NMLS number. Maintains a unique Identifier number through the NMLS Federal Registry. Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards. May interview customers and complete mortgage applications. May perform preliminary mortgage underwriting functions. Must have an NMLS number. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service according to the Bank's standards. Set the example for the team. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us. Constantly look for ways to improve the customer experience and communicate those ideas to branch management. Use the coaching tools (4 Square Coaching, In the Moment Coaching) to build confidence, set standards and expectations of Universal Bank Team. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Address customer complaints and escalate customer complaints to management as appropriate. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Responsible for opening and closing branch with the management team. Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.) Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin Machine, and Cash Vault. Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed). Perform all duties in accordance with prescribed regulatory compliance guidelines. *DEVELOPMENT OPPORTUNITIES May complete wire transfers. Responsible for Identifying Cross Training Opportunities and Personal Development May assist in new hire onboarding. Continuously strive to improve personal development through policy, product, and banking knowledge. Maintain current knowledge of Bank's products and services as well as policies and procedures. Attend relevant seminars and courses to update and advance knowledge and skills. Volunteer for special projects within the scope of your job responsibilities including CRA eligible activities. Participate in community events and professional relationships for the benefit of the bank. *DEVELOPMENT OPPORTUNITIES May be required to travel to other branch locations for meetings and or coverage. EDUCATION/EXPERIENCE REQUIREMENTS Associate's degree or equivalent required with 1 year to 3 years of relevant experience in banking, retail or sales. Supervisory experience preferred. Demonstrated customer service and sales skills. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Knowledgeable in all Bank policies and regulations related to branch transactions. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position. INITIATIVE Universal Banker Supervisor tasks are generally standardized, not subject to major variation. Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to management. RESPONSIBILITY Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information. SUPERVISION May Supervise 0 to 6 employees in the absence of the Assistant Branch Manager and or Universal Banker II. Responsible for overseeing the quality and quantity of work of employees performing similar work. POSITION CONDITIONS Normal. While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear. The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, monitoring computer screens

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 2 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. One to two years 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. __________________________________________________________________________________________________________________________________________________________________________________________________________

At American Eagle Financial Credit Union, we're not just offering you a job; we're inviting you to join a team who plays a role in enriching the lives of our members and communities to create a world where financial freedom is a reality. Our team is comprised of diverse individuals with unique talents and perspectives. We emphasize our culture above all else through an inclusive work environment where everyone feels valued, respected and empowered to bring their authentic selves to work. We prioritize the wellbeing of our team members by emphasizing psychological safety and fostering an environment where everyone is empowered as a leader. This ethos is evident in various avenues, including individual teams and specialized groups like our employee-led wellness committee, DEIB council, and One-Team Resource Groups. In addition, our total rewards package encompasses - Competitive compensation packages that reflect your skills and contributions Health Benefits (Medical, Dental & Vision) A Wellness component to help you stay healthy A 401(k) retirement plan with a match, plus another plan that doesn't need your contribution Time off to relax and recharge Financial support for continuous learning Individual Development Plans to help you grow in your career The opportunity to become involved in community outreach Be You at AEFCU through our unique dress code guidelines Recognize and be recognized by team members across the organization through various avenues Elevate your performance with our tailored incentive plans If you're seeking a fulfilling career where you can make a real impact as ONETEAM, then AEFCU is the place for you! Can't wait for you to join us! Spanish Speaking preferred. Position Summary: As a personal financial representative, you are the frontline of service, responsible for building strong relationships and providing an exceptional banking experience. Your role involves identifying products and solutions to meet members' financial needs, helping them achieve their goals, and ensuring ongoing trust and satisfaction. By taking a holistic approach, you consider not only financial needs but also broader personal circumstances, aligning with our mission. You develop and deepen relationships by offering relevant solutions, resolving problems efficiently, and fostering lasting connections that support members throughout their financial journeys. Role-Specific Contributions: This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Grow Membership and Deepen Relationships Expertly onboard new members and seamlessly handle Visa, consumer loan and home equity loan applications. Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members Member Service: Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction Educate members about credit union products and services, helping them to make informed decisions and optimize their financial well-being Community Represent the credit union at sponsored community events to promote positive engagement Participate in volunteer activities within the local community to support and enhance the credit union's presence Support and participate in business development activities such as bank at work, lunch and learn and financial literacy events Managerial Responsibilities: None Education and/or Experience: While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals. Certificates, Licenses and Registrations (if applicable): Notary Public, Insurance Certificate and Signature Guarantee NMLS Registration and annual renewal. Culture & Leadership Contributions: Leadership, culture, and strategy (LCS) are the fuel that enable us to fulfill our mission of enriching the lives of our members to create a world where financial freedom is a reality. The five leadership practices below amplify our culture, in service to our strategy. Maintains stability during uncertainty . Demonstrates a focus on purpose and commitment to the strategic priorities of the organization while inspiring others to do the same. Is able to simultaneously understand the macro environmental factors, financial imperatives, and cultural needs of the organization while attending to the specific individual needs of team members. Sparks meaningful change by employing a continuous improvement mindset. Possesses the strategic outlook to anticipate needs of members, team members, and the communities we serve and authors tangible steps to meet them. Embraces new methods of delivering within areas of responsibility as well as demonstrating an openness for change originated elsewhere, while inspiring others to do the same. Stays connected to trends in market and environment to identify opportunities to innovate. Influences positive outcomes . Accountability for our mission and the path to making it a reality is demonstrated in daily leadership practices as well as fulfillment of responsibilities and commitments. Provides regular and ongoing coaching. Is a servant leader that identifies the missing pieces to make an individual, team, or department successful and supports filling the gap. Performance focused, including the development of accountability measures for self and others. Develops and enriches others . Nurtures team development and collaboration across functional areas of the credit union and mentors individual team members. Helps identify and present opportunities to improve both directly to meet/exceed expectations and through competency development that will support long-term success. Connects others to experiences that enable growth while maintaining own continuous learner mindset. Recognizes and rewards team members and partners regularly, sharing authentic gratitude and reinforcing strengths. Creates the right conditions for success. Actively monitors the engagement of team members and partners, taking steps to ensure heart and minds are engaged, including following through on Eagle Pulse action plans. Demonstrates an understanding of the importance of inclusion, including diversity. Anticipates the talent needs and succession imperatives within functional area. Work Standards - This section encompasses language, mathematical skills, reasoning ability, physical and mental demands and the overall work environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to read analyze and interpret a variety of business correspondence Ability to work with mathematical concepts and calculations Knowledgeable in the use of General Office Equipment Exhibit Keyboard Dexterity Lift/Carry up to 25 lbs. Ability to travel Prolonged sitting and/or standing Moderate noise level American Eagle is an Equal Opportunity Employer Veterans/Disabled

Job Details Meriden Branch - Meriden, CT Full Time $20.14 - $25.17 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

Country: United States of America Santander is one of the largest banks in the world, and one of the top banks in the United States based on deposits. With a principal presence in the northeast U.S., Santander's retail division serves nearly 2 million customers and more than 5% of small businesses in the US. Being a Relationship Banker at Santander As a Relationship Banker you will be responsible for servicing and building relationships with branch Consumer and Business customers. You will deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. What to Expect * Put the customer at the center of everything you do. Make connections with customers in the branch and over the phone. * Engage Consumer and Business customers through proactive, outbound calling for both service and relationship deepening opportunities. * Assess customer needs by being genuinely curious, asking questions, and identify opportunities to help achieve their financial goals today and in the future. * Be the expert on Santander Consumer and Business products and services and be able to articulate the benefits that will help customers based on their need. * Recommend the best solutions based on need; deliver solutions directly as well as introduce Investment and Mortgage partners, when appropriate. * Build trust and deliver solutions by setting expectations and meeting commitments. * Develop relationships with new and existing Consumer and Business customers by maintaining contact through early engagement calls and regular outreach with portfolio customers. * Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate when appropriate. * Ensure compliance with all bank policies, procedures and regulatory requirements. * May assist customers with teller transactions as needed. Qualifications * 4 year college degree (preferred) * 2 or more years of personal banking experience (strongly preferred) * Motivated to help people achieve financial goals * Passion and personal commitment to proactively help customers * Exceptional listening and communication skills in person and over the phone * 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 * Demonstrated proficiency using the phone to engage with customers * Basic computer skills Hours and Schedule * 40 hours per week * Schedule varies depending on branch need and may include Saturdays and/or Sundays 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. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: 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 at any time for any reason. 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: $38,250.00 USD Maximum: $59,000.00 USD

About this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker III is responsible for the delivery of exceptional member experiences, implementing USALLIANCE's sales and service standards by offering products and services to improve our members' financial position. Represent USALLIANCE in the community and form lasting relationships with our members and partners. Responsibilities: Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications. Maintains a proficient level of knowledge of Credit Union products, services, policies, and procedures, including promotions and special offers, during member and employee interactions. Coach team to provide sales and service excellence, provide supportive training and timely review of progress. Offer additional support to our Call Center when needed. Demonstrate working knowledge and understanding of the Credit Union's sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction. Maintain the privacy and confidentiality of Credit Union members and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency. Become an ambassador of USALLIANCE by conducting business outreach/participate in branch, community, network and SEG events to explore new business opportunities and enhance existing partnerships. Ensure CRM tool is being utilized appropriately and consistently. Maintain and assume responsibility of the team to ensure that the branch is consistent in their daily, weekly, monthly functions. Assist Branch Leaders with operational tasks as assigned including vault & ATM custodian, peer mentoring and training of new employees. Identify and communicate areas for continual improvement of business processes to support efficiency. Obtain Notary within first year in position. Travel to other locations as needed. Other duties as assigned. Who you are: 3 years of financial service industry experience with a min. of 1 year in a supervisory or management role. Proven leadership abilities. Able to manage multiple priorities and possess a strong understanding of branch processes, policies, and procedures. Strong sales background. Must have a positive “can do” attitude and high energy level. High level attention to detail. Strong customer service orientation. Excellent communications skills. Aptitude to comprehend numbers & calculations. Must obtain Notary within 6-12 months in position. Associate or bachelor's degree preferred. Bilingual (English/Spanish) is a plus. Benefits: Enjoy health, dental and vision insurance on day one of employment 401K - 100% match up to 6% Federal Holidays Work-Life Balance Career Planning Bonus Eligible EQUAL OPPORTUNITY EMPLOYER USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce. This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management. In the spirit of pay transparency, we are excited to share the base hourly range for this position is $23.43 - $28.70, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package. USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce. All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.

This position is the Client Ambassador for Guilford Savings Bank (GSB) with the overall purpose of providing superior client service, quality, and efficiency to clients who interact with the Bank, and expand and strengthen client relationships via various channels such as telephone, email, and chat. This position will have a thorough understanding of GSB's Retail product offerings as well as the client's transaction requirements and be able to effectively communicate all available options to them. A Call Center Universal Banker will respond to client inquiries, provide client education with regards to GSBs products and services, with a heavy emphasis on providing tier one client support for the Bank's online and mobile banking products, and make recommendations/referrals for new products that may enhance the client relationship. They will also be responsible for service to both new and existing clients by telephone, e-mail, live chat and other direct-to-consumer means. The position recognizes sales opportunities from incoming calls, chats, and other lead-generators and makes the appropriate cross-sell or referral to ensure client satisfaction. The position handles all financial transactions in an efficient, friendly and accurate manner. Follows Bank policy and regulations regarding Bank Security Act (BSA), Currency Transaction Reporting (CTR), Office of Foreign Assets Control (OFAC), Client Identification Program (CIP) and any others impacting front-line client transactions. GENERAL DESCRIPTION OF DUTIES: With a firm understanding of the Retail bank products/services and the client's current relationship, a UBI troubleshoots client service problems and offers information on Bank products and services that can benefit the client and enhance their banking relationship. Carefully evaluates needs of potential clients and offers appropriate financial products and services resulting in referrals. Responds to all inbound client communication to the Bank (internal & external) in a professional and courteous manner, following all internal policies. Navigate multiple computer applications while interacting with clients. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business. Uses client interactions as an opportunity to educate clients on Bank's products and services, including deposit accounts. Exercises sound client service skills to identify clients' needs. Fully explains the features and benefits of the Bank's accounts and services making appropriate referrals based on clients' needs. Provides follow-up with client as necessary to ensure a timely resolution and client satisfaction. Assists in resolving client disputes in a friendly and timely manner. Responsible for utilizing the CRM and call center software to authenticate clients and maintaining a record of all inbound and outbound calls and following up as necessary. Acts as an expert and trusted resource for all direct-to-consumer products including online & mobile banking, mobile check deposit, bill pay, funds transfer, online statements, telephone banking, ATMs, and the Bank's corporate website, among others. Completes department related tasks including, but not limited to online bill pay maintenance, placing lock-out list calls, and group email inbox monitoring. Maintains a pulse on issues with products and services including availability (i.e., system failure). Is skilled in assisting the client and ensures rapid notification of the problem to appropriate colleagues. Collaborates with other departments within the bank to promote sharing of product knowledge and workforce synergy. Manages multiple priorities and is accountable for own performance. Participates in quality assurance process by attending monthly QA in conjunction with supervisor monitoring. Maintains a professional appearance and exhibits behavior that is in accordance with Bank policy and standards. Must be able to work extended hours and a changing weekly schedule, as well as Saturday hours. Completes all required compliance training on an annual basis. Performs other duties as required. DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research BASIC KNOWLEDGE & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY: Superior verbal and written communication skills as well as a general understanding and knowledge of banking products and services. Possesses basic proficiency with computers and current technology, and strong interpersonal, organizational, and time management skills. Previous client contact experience is required. Proficiency in Microsoft Office (OUTLOOK, EXCEL, and WORD) is required. EDUCATION REQUIRED: High school diploma or general education degree (GED) EXPERIENCE REQUIRED: One + years related client/client service experience. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. GSB is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. GSB participates in E-Verify. EOE/AA/M/F/D/V

and will require working at various area branches* Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients Consistently attains individual activity, behavior, and outcome expectations. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED or equivalent business experience (required) or Bachelor's Degree (preferred) Experience Qualifications 1-3 years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications Notary License (preferred) Mortgage Loan Officer/Loan Officer (MLO/LO) Classification Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction. Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Job Posting Expiration Date: 03/28/2025 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

The Opportunity As an Investment Services Specialist you will process required paperwork and provide customer service for new business submissions. This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness. The Team The MMLIS Special Product New Business Team supports Financial Planning, Variable Life and Group Plans processes as well as other functions supported through our BGA relationships with Ash Brokerage and Crump Insurance Services. The Impact The successful candidate will deliver business value by processing broker dealer new business, reviewing new account paperwork, communicating with advisors and providing world class customer service for new and existing business. The goal of the job is to create complete, accurate and ‘in-good-order' documents reaching the Business Acceptance Team. Key Responsibilities Include: Review broker dealer new business submissions for accuracy and completeness. Identify cases that are not in good order (NIGO) and work with our Field force to resolve. Provide telephone support to both internal and external customers concerning paperwork requirements, NIGO issues, setting up customer accounts, etc. Process client data into back office systems with a high level of accuracy. Research and resolve operational issues as needed. Identify and resolve problems using Root Cause Problem Solving tools. Work effectively to meet/exceed productivity and quality standards. The Minimum Qualifications 2+ years operational work experience and/or experience reviewing items for accuracy 2+ years customer service experience and/or working with internal or external customers High School Diploma/GED or HiSET Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications 1 year financial services industry experience Basic knowledge of registration types, brokerage account features, managed account attributes, billing of managed account Working knowledge of the securities industry specifically as it relates to back office processing for standard non-retirement accounts Knowledge and understanding of FINRA/SEC rules and regulations preferred Knowledge of MMLIS new business workflows, systems, and concepts College degree preferred or equivalent business experience Superior telephone and communication skills Strong organization and analytical skills Ability to work in a fast paced environment and adhere to strict deadlines Ability to work overtime and/or work a flexible shift arrangement as business needs arise What to Expect as Part of MassMutual and the Team Regular meetings with the team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DK1 MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************