Personal banker jobs in Meriden, CT - 154 jobs

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)

JobID: 210683665 JobSchedule: Full time JobShift: Day Base Pay/Salary: Mount Sinai,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: **************************************************************************

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. __________________________________________________________________________________________________________________________________________________________________________________________________________

Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!

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

Consumer & Business Banking, Senior Relationship Banker, Avon, CTCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. 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: $54,375.00 USD Maximum: $90,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. 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.

Wellbridge is committed to creating an environment where those struggling with substance use disorders can find hope, healing, and a path toward recovery. We believe in prioritizing patient-centered care, ensuring that each person who walks through our doors receives the utmost compassion and support on their journey to wellness. We invite you to explore a career with Wellbridge and are proud to offer comprehensive and affordable benefits including lifestyle perks such as free cafeteria service and an on-site gym/wellness center! Financial Services Specialist - Full Time, M-F 8:30am - 5pm. On-site, Calverton, NY. The Financial Services Specialist plays a key role in the revenue cycle by verifying insurance benefits, supporting accurate billing, and ensuring timely collection of insurance receivables. This position is responsible for researching patient coverage, resolving claim issues, and maintaining up-to-date financial and insurance data across internal systems to support a smooth billing and authorization process. RESPONSIBILITIES INCLUDE: Research, verify, and document insurance benefits for all levels of care, including network status, effective dates, deductibles, copays, coinsurance, out-of-pocket maximums, authorization requirements, exclusions, and payer-specific rules. Ensure all relevant financial and coverage information is accurately recorded in the EHR for use by clinical, admissions, and billing teams. Maintain a structured process for initial and ongoing verification of benefits, identifying discrepancies and following up to resolve incomplete or questionable information. Assist in billing patient accounts and posting payments, discounts, and adjustments in a timely and accurate manner. Perform follow-up with insurance companies to resolve delays, denials, or incorrect payments, using payer portals, calls, and online tools. Review, audit, and reconcile batches to ensure receipts, deposits, and adjustments are posted correctly prior to month-end closing. Help manage A/R by conducting proactive claim follow-up and maintaining workflow standards for timely reimbursement. Prepare and submit complex insurance claims and research solutions for escalated accounts. Review, update, and maintain data accuracy within the electronic EMR, and payer portals. Conduct audits on all new patient encounters to ensure insurance information is properly entered and verified. Reconcile bank deposits, batch totals, and payment records as part of the month-end close process. Serve as an insurance resource for patients, clinical teams, admissions, and other internal stakeholders. Provide clear and timely communication regarding coverage changes, authorization needs, and financial responsibility. Prioritize queues, emails, and time-sensitive tasks to support department goals and deliver exceptional customer service. OTHER DUTIES: This job description is intended to provide general guidance and not designed to cover or contain a comprehensive list of relevant activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time, with or without notice. ESSENTIAL FUNCTIONS: Provide company and/or patient finance related tasks. For patient care needs, this is an on-site role. Communicate and exchange information verbally and electronically. Consistent computer and phone, general office equipment use. Generally stationary, traversing general office and facility areas. QUALIFICATIONS: High school diploma or GED required. Knowledge of revenue cycle processes, including insurance verification and claims follow-up. Experience with utilization review or insurance authorization processes highly preferred. Prior work in addiction treatment, behavioral health, or healthcare billing preferred. Strong attention to detail with the ability to work with minimal errors. Excellent time-management, problem-solving, and interpersonal communication skills.

Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Work with team to actively support branch sales. Contribute to team sales goal attainment. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. 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. May need to conduct account opening/maintenance functions. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service. 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. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Escalate customer complaints to supervisor. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.) Balance transactions and cash at the end of the day and participate in the branch settlement. May participate in balancing 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. Responsible for Identifying Cross Training Opportunities and Personal Development 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. Participate in community events and professional relationships for the benefit of the bank. EDUCATION/EXPERIENCE REQUIREMENTS High school diploma or equivalency required with 3 to 6 months of relevant banking, retail or sales experience. 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. 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 Tasks are generally standardized and routine. Some judgment required in 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 supervisor. 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 None 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 for long periods of time and the ability to adjust focus.

Job DescriptionOUR AGENCY Our Agency prides ourselves on serving the needs of each customer. We are regularly recognized for providing outstanding service by our customers. We are a competitive team that strives to win and get better every day. We have been recognized with many State Farm awards. My personal goal is to coach and mentor each team member to reach their full potential. ROLE DESCRIPTION: As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial Services, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Help people plan for and retire comfortably Use a customer-focused, needs-based review process to educate customers about insurance & financial options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Handle insurance reviews and financial appointments with customers QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Hourly plus commission/bonus Paid time off (vacation and personal/sick days) 401k & Matching Life Insurance Team bonuses for performance Growth potential/Opportunity for advancement (Agent Aspirant Program) Training & Development through State Farm and other Industry Leaders

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 Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - New Haven - 157 Church St - New Haven Green (CT2226) Pay and benefits information Pay range$70,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About Bankwell Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients. We're passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We're dedicated to giving our time and talent to support the communities we serve. More about Bankwell can be found at ****************** Summary of Position: The Universal Banker -Float role is a newly created role within Bankwell's Retail organization. This role will be based out of the Norwalk, CT Branch and will have as one of it's primary responsibilities to "float" between any one of the 8 branches (Norwalk, Darien, Hamden, Black Rock, Sasco Hill, New Canaan, Atlantic Street and High Ridge) depending on scheduling needs. When no coverage is needed this Universal Banker role will work out of the Norwalk branch. This role requires the use of a reliable personal vehicle to travel between branches as scheduled or on short notice, with mileage reimbursement provided in accordance with the bank's established travel and expense policies. The Universal Banker position is a multi-functional role with diverse responsibilities within the Retail Branch. This individual will be responsible for opening new accounts, managing customer account maintenance and servicing, as well as conducting teller transactions and assisting with the management of the branch cash and vault. In addition, the Universal Banker will be required to uncover additional banking needs of the customer to deepen and enhance the relationship. All customers should be made aware of all digital and online tools to help enhance the Bankwell experience. Key responsibilities may include, but are not limited to the following: * Actively listening to the customer to assess their needs, meet those needs and deliver on the services promised * Cross selling bank products and services by understanding the diverse needs of each customer * Performing all Sales and Lead Teller responsibilities * Maintaining vault and ATM cash within required limits * Processing customer transactions in an accurate and timely manner * Proactively assisting in coaching the branch staff to have better consultative conversations * Leading by example by greeting lobby customers and answering the phone in a professional and courteous manner * Obtaining all necessary information and documentation for new accounts * Handling routine inquiries and serving as a filter for customer feedback * Ensuring daily activities comply with applicable regulations, policies and procedures * Assisting with daily, weekly and monthly branch and ATM reconciliations, balancing of general ledgers, and other operational duties including audits, etc. * Assisting in opening and closing the branch * Assisting other branch personnel or performing other duties as required * In absence of the Branch Manager or Assistant Branch Manager, the Universal Banker is responsible for managing the branch. * Providing "floating coverage" between any one of the 8 Bankwell Branches (as outlined above) as scheduled or on short notice - at the Branch Manager or Assistant Branch Manager's discretion. * A reliable personal vehicle is required to travel between branches. Requirements Qualifications & Skills: * Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry * Excellent verbal and written skills * Digital fluency * Customer service skills or prior quality sales experience * Strong communication skills including problem solving, task completion and customer focus * Interpersonal skills are a must, with the ability to deal with difficult situations and customers * Must be a team player * Detail oriented with the ability to handle confidential and sensitive information * Strong sense of integrity and personal ethics * Cash handling, processing and mathematical skills * Ability to lift up to 10 pounds occasionally and or a negligible amount of lifting frequently or constantly to move objects * Willingness to work alternating shifts and Saturdays * Minimum 1-3 years relevant experience in consumer, business banking or retail services Job Classification: Full-Time, Non-Exempt This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process. All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee's failure to comply with banking regulations will be individually reviewed and assessed. The result of non-compliance may impact job performance ratings and may be serious enough to require termination of employment.

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Hiring Bonus up to $1,000 Group Life and Disability Insurance Benefits 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Work Schedule & Location This position is an in office 34 hour per week position. Office locations are in Mansfield, CT and Hebron, CT. The selected candidate will normally work four days per week. Occasional evening and weekend work is required to meet operational needs and production requirements. Requirements Graduation from an accredited college or university preferred, consideration is given to equivalent sales/customer service experience, education, and training Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Experience in a variety of computer applications, particularly Windows Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Ability to make presentations to potential customers Achieve mutually agreed upon marketing goals Ability to effectively relate to a customer Ability to execute a detailed business plan Experience in marketing financial products Knowledge of financial services products Ability to explain complex financial issues in understandable terms Life and Health license (must be able to obtain) Series 6 and 63 (must be able to obtain) Courses on ethical and customer centered sales practices will be required Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education Bachelor's degree preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

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 ***************************

Wellbridge is committed to creating an environment where those struggling with substance use disorders can find hope, healing, and a path toward recovery. We believe in prioritizing patient-centered care, ensuring that each person who walks through our doors receives the utmost compassion and support on their journey to wellness. We invite you to explore a career with Wellbridge and are proud to offer comprehensive and affordable benefits including lifestyle perks such as free cafeteria service and an on-site gym/wellness center! Financial Services Specialist - Full Time, M-F 8:30am - 5pm. On-site, Calverton, NY. The Financial Services Specialist plays a key role in the revenue cycle by verifying insurance benefits, supporting accurate billing, and ensuring timely collection of insurance receivables. This position is responsible for researching patient coverage, resolving claim issues, and maintaining up-to-date financial and insurance data across internal systems to support a smooth billing and authorization process. RESPONSIBILITIES INCLUDE: Research, verify, and document insurance benefits for all levels of care, including network status, effective dates, deductibles, copays, coinsurance, out-of-pocket maximums, authorization requirements, exclusions, and payer-specific rules. Ensure all relevant financial and coverage information is accurately recorded in the EHR for use by clinical, admissions, and billing teams. Maintain a structured process for initial and ongoing verification of benefits, identifying discrepancies and following up to resolve incomplete or questionable information. Assist in billing patient accounts and posting payments, discounts, and adjustments in a timely and accurate manner. Perform follow-up with insurance companies to resolve delays, denials, or incorrect payments, using payer portals, calls, and online tools. Review, audit, and reconcile batches to ensure receipts, deposits, and adjustments are posted correctly prior to month-end closing. Help manage A/R by conducting proactive claim follow-up and maintaining workflow standards for timely reimbursement. Prepare and submit complex insurance claims and research solutions for escalated accounts. Review, update, and maintain data accuracy within the electronic EMR, and payer portals. Conduct audits on all new patient encounters to ensure insurance information is properly entered and verified. Reconcile bank deposits, batch totals, and payment records as part of the month-end close process. Serve as an insurance resource for patients, clinical teams, admissions, and other internal stakeholders. Provide clear and timely communication regarding coverage changes, authorization needs, and financial responsibility. Prioritize queues, emails, and time-sensitive tasks to support department goals and deliver exceptional customer service. OTHER DUTIES: This job description is intended to provide general guidance and not designed to cover or contain a comprehensive list of relevant activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time, with or without notice. ESSENTIAL FUNCTIONS: Provide company and/or patient finance related tasks. For patient care needs, this is an on-site role. Communicate and exchange information verbally and electronically. Consistent computer and phone, general office equipment use. Generally stationary, traversing general office and facility areas. QUALIFICATIONS: High school diploma or GED required. Knowledge of revenue cycle processes, including insurance verification and claims follow-up. Experience with utilization review or insurance authorization processes highly preferred. Prior work in addiction treatment, behavioral health, or healthcare billing preferred. Strong attention to detail with the ability to work with minimal errors. Excellent time-management, problem-solving, and interpersonal communication skills.

Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Work with team to actively support branch sales. Contribute to team sales goal attainment. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. 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. May need to conduct account opening/maintenance functions. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service. 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. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Escalate customer complaints to supervisor. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.) Balance transactions and cash at the end of the day and participate in the branch settlement. May participate in balancing 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. Responsible for Identifying Cross Training Opportunities and Personal Development 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. Participate in community events and professional relationships for the benefit of the bank. EDUCATION/EXPERIENCE REQUIREMENTS High school diploma or equivalency required with 3 to 6 months of relevant banking, retail or sales experience. 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. 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 Tasks are generally standardized and routine. Some judgment required in 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 supervisor. 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 None 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 for long periods of time and the ability to adjust focus.

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: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Mount Sinai,NY $25.00 - $32.69 / hour

Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. * Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. * Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. * Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. * Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Foster customer loyalty by addressing concerns and providing timely resolutions. * Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. * 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. * Collaborate with team members and partners to achieve branch goals and drive overall performance. * 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. * 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) * 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - 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. * Established relationship-building skills with a focus on customer experience and loyalty. * Excellent customer service skills and a passion for helping others. * Proven track record in sales and cross-selling products and services. * Ability to work collaboratively in a team-oriented environment. * Excellent communication, consultative and influence skills both verbal and written. * 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: $38,250.00 USD Maximum: $61,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Requirements Qualifications & Skills: Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry Excellent verbal and written skills Digital fluency Customer service skills or prior quality sales experience Strong communication skills including problem solving, task completion and customer focus Interpersonal skills are a must, with the ability to deal with difficult situations and customers Must be a team player Detail oriented with the ability to handle confidential and sensitive information Strong sense of integrity and personal ethics Cash handling, processing and mathematical skills Ability to lift up to 10 pounds occasionally and or a negligible amount of lifting frequently or constantly to move objects Willingness to work alternating shifts and Saturdays Minimum 1-3 years relevant experience in consumer, business banking or retail services Job Classification: Full-Time, Non-Exempt This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process. All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee's failure to comply with banking regulations will be individually reviewed and assessed. The result of non-compliance may impact job performance ratings and may be serious enough to require termination of employment. Salary Description $23.00 - $29.00 (Non-exempt)