Personal banker jobs in Greenwich, CT

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

Thornwood, NY Salary Range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently. Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service. Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to. Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Build and maintain technical and professional knowledge by attending educational workshops. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

JobID: 210685719 JobSchedule: Full time JobShift: Day Base Pay/Salary: Thornwood,NY $25.00-$32.69 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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

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

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

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

IN SEARCH OF CAREER CHANGERS AND LEADERS WHO WANT TO MAKE AN IMPACT #1 TRAINING PROGRAM IN THE COUNTRY At Northwestern Mutual, Financial Representatives strive to understand their clients goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are seasoned professionals that come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, our Representatives are supported by our network of specialists, training programs, and mentors to help their clients and build practices. THE ROLE is Farmingdale, Long Island based: Assist clients to achieve and maintain financial security by providing financial advice and to match solutions with clients needs and goals. Develop rapport with clients and foster long-term relationships. Be knowledgeable about Northwestern Mutual financial products and global financial market trends. Build and maintain client bases, keep current client financial plans up-to-date and recruit new clients on an ongoing basis. Provide dedicated and focused customer experiences. Build your own financial planning practice. BY JOINING OUR TEAM, YOULL HAVE ACCESS TO: An award-winning training program to help get you started. Mentorship and professional development training throughout your entire career. Leading industry products and solutions built on an integrated technology backbone. Financial support for securities licensing, professional designations and certifications for both your personal and professional business growth. The opportunity to design your roadmap to leadership and specialized roles. A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. Extraordinary income potential based in individual performance. Unlimited earning potential from the ground up. WHO WE ARE: At Northwestern Mutual, we believe that everyone deserves to spend their lives living and that a strong financial plan is the backbone for ensuring that reality. Financial security is not just something that happens in retirement but, is an enabler for our clients to live their best life every day! Our teams of Financial Representatives across the nation embody these beliefs and are committed to helping clients reach their financial goals. With 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the Worlds Most Admired companies, Northwestern Mutual has been among the leaders in the financial services industry for over 166 years and has a proven track record of financial success. COMPENSATION: This is an opportunity to join a Fortune 90 company in an entrepreneurial capacity. In this career, you have the benefits of a business owner by being in a role that has uncapped earning potential. We at Northwestern Mutual will provide you with the top training program in the nation, mentorship, and support to build a business that is both impactful in your community and successful. Our competitive compensation structure is performance based and includes opportunities for bonus and residual income. Average annual earnings in the first year are between $80,000 - $178,000.

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

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

Job Type: Hourly, Full-Time Who We are: At NVE, a Division of Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties. As a Banker you are responsible for: Providing 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 year 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.

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

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

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

The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed. Essential Functions * Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services. * Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach. * Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships. * Drives proactive sales and service conversations through inbound and outbound interactions. * Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View. * Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings. * Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards. * Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently * Count, organize, and safeguard cash and other negotiable bank items. * Assist customers with inquiries and solve problems in a professional and courteous manner. * Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork. * Open new accounts ensuring all required documentation is obtained and is accurate. * Comply with all established policies and procedures. * Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking. * Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions * Completes transactions accurately and ensure the safety of the bank * Travel required for meetings, community involvement and assistance covering local branches. * Participate in community and volunteer events that are endorsed by the bank. Education and Experience * High School Diploma or equivalent with at least 3-5 years of comparable Retail experience. * College degree preferred, not required. * Prior cash handling or customer service experience * Must be extremely organized and detail * Must work well in a fast-paced, team environment. * Excellent communication skills, both written and verbal, are * Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required. * Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred. Compliance * It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan's Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you ** Conduct portfolio reviews and analyses to ensure alignment with clients' objectives and risk tolerance, making appropriate adjustments as needed Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation Provide ongoing client support and address inquires related to account activity, performance, and general financial matters Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies Financial Services Representative Qualifications: Excellent interpersonal skills Bachelor's degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals Ability to work independently and collaboratively in a team setting What makes Blue Ocean Wealth Solutions, LLC Unique: Commission, Allowances, and Bonuses Approximate expected first year earnings range from $90k to $130k*** Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **** Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships State of the Art office with modern technology capabilities and teamwork culture Willing to obtain the Life & Accident and Health License and Series 7 & 66. On-site Firm Weekly Series 7 training Study Group Flexibility to offer non-proprietary insurance through 3rd Party Relationships Internal localized Support from the Executive Leadership Team Initial 6-month Executive Training Program and personalized development thereafter Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs Visit our website at ******************** #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank's on-line terminals; Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs; Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank's products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works; Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work; Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files; Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate; Performs other job related duties as assigned. Job Requirements: High school diploma required or a Bachelor's degree in Accounting, Business, or Finance is preferred; 1-2 years of retail or customer service experience required; Interpersonal, time management, organizational and PC skills a must; Excellent verbal and written communication skills required; Ability to work weekends as needed or scheduled; Ability to lift up to 20 lbs.; Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: Independent and highly motivated self-starter; Results oriented with proven track record to motivate self and others to accomplish objectives; Dedicated, enthusiastic, and driven; possesses a strong work ethic; A collaborator and team player, translating knowledge and experience into strong and productive relationships; Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: Medical, Dental, Vision and Rx which are contributory. Bonus programs. Employee Stock Option Program (ESOP). Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D). Paid Time Off (PTO) which includes Personal and Vacation Time. Paid Sick Time. Bank Holidays. Employees may participate in the 401k program. Schedule: Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

OceanFirst Bank is seeking a new Universal Banker at our Melville, NY branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience. At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business. Great benefits include: professional growth opportunities, employee perks & discount programs, tuition assistance program, incentive compensation program, company holidays and paid time off, use of the on-site fitness facilities at Red Bank and Toms River headquarter offices, and more! Apply today to #BecomeOceanFirst and make an impact in the local community! ABOUT YOUR ROLE Efficiently process financial transactions, maintain records, and deliver exceptional customer service to support branch operations and growth. Address customer inquiries, resolve issues, and guide clients on banking products and digital channels to enhance satisfaction and retention. Collaborate with team members to meet service standards and drive operational excellence. WHAT YOU WILL DO LIST Welcomes customers with a friendly and professional demeanor. Receives and responds to all customer inquiries concerning Bank services. Accurately processes deposits, withdrawals, loan payments, cashes checks, and all other teller transactions, in accordance with Bank's policy. Balances cash drawer and daily transactions to maintain accuracy and meet loss prevention standards. Maintain and reconcile night deposit vault, ATM, ITM, and coin machines in accordance with Bank policy. Opens business accounts and carries out account and record maintenance as directed, including providing notary services if licensed. Remains current and applies an understanding on all Bank policies and procedures, to include BSA, attending additional training classes as directed. Ensures compliance with all regulations governing the banking industry, as well as employment and labor laws, agency guidelines and organization policies. Manages the compliance requirements for the Retail Branch to ensure files are maintained in accordance with regulation. Assists with related branch office functions as directed by management.