Personal banker jobs in New Haven, CT - 434 jobs

A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career. #J-18808-Ljbffr

Armonk, New York;Katonah, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **:** 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

The Float Personal Banker serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers at multiple branch locations. This position “floats” between various branches, as needed, supporting branch teams by covering absences, peak hours or staffing shortages. The Float Personal Banker performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer within the entire Windsor Federal Bank footprint. The Float Personal Banker is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank's products and services. ESSENTIAL FUNCTIONS: Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis. Travels to assigned branches within a designated region to provide support. Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and reconciles discrepancies. Identifies customer needs and recommends appropriate financial products such as checking, savings, certificate of deposits, credit cards, and loans. Uncovers opportunities to cross-sell additional banking services as presented. Builds and deepens relationships with customers to foster loyalty and retention. Performs account opening, maintenance, and closures. Ensures compliance with all banking regulations, policies, and security standards. Supports branch operations, including handling escalations or assisting with administrative tasks. Guides customers in using digital banking tools and platforms. Supports the Bank and branch community efforts and initiatives. Ability to work a flexible schedule including weekends as needed. Performs other related duties as required. REQUIRED EDUCATION / EXPERIENCE / SKILLS: High school diploma or equivalent, with one (1) to two (2) years of banking with sales or customer service and cash handling experience preferred, or some comparable combination of education and experience. Proficient oral and written communication skills, both in person and on the phone. Strong interpersonal skills. Must be a team player. Sales and relationship-building abilities. Strong customer service and communication skills. Reliable transportation and willingness to travel between Branches. Proficient computer and math skills. Ability to operate personal computer, calculator, teller terminal. Familiar with Word, Excel, Outlook software. Attention to detail, excellent organizational skills, adept in technology. Excellent problem solver with decision making ability. Ability to work flexible hours, including weekends as necessary. Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards. Ability to influence people in their opinions, attitudes, or judgments about ideas or things; to motivate, convince or negotiate. Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing or counseling setting. Exhibits a professional appearance and demeanor. Is enthusiastic, a motived self-starter with a strong work ethic. Participates in skill and knowledge building training programs offered by the Bank and/or other outside resources. Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing. For consideration for this position, send resume to: ********************************* Windsor Federal Bank, 270 Broad Street Windsor, CT 06095 An Equal Opportunity Employer

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

Job Description 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 Requirements Bachelors, Masters or PhD in STEM related fields 3+ years of experience in corporate credit and rates trading, preferably on the buyside Proficiency in trading platforms: MarketAxess, TradeWeb, TruMid, and Bloomberg Exposure to fixed income quantitative/systematic strategies Proficiency in programming languages (such as Python) and statistical modeling Deep understanding of corporate credit and rate markets Strong problem-solving skills with an ability to work independently and as part of a team Benefits Competitive salary plus bonus bonus based on individual and company performance Collaborative, Casual, and friendly work environment PPO Health, dental and vision insurance premiums fully covered for you and your dependents Pre-tax commuter benefits Weekly company meals Trexquant is an Equal Opportunity Employer

Thank you for expressing an interest in Stew Leonard's, one of FORTUNE magazine's ‘100 Best Companies to Work for! While we may not currently have an opening that you are interested in, we are always accepting applications. As job opportunities become available, we will review your application. All applications are kept on file for one year. Why you'll love working here! Family Oriented: We respect the personal balance between work and family with career opportunity and growth- over 80% of our managers have been promoted from within. Environment: Have you seen the Avocado Girls? Chiquita Banana? Or the singing Parrot? Covid-19: Staying safe and clean, we are taking all precautions in the store to keep our team members and customers safe. (Providing daily masks and gloves to all team members, plexi glass at service counters, weekly communications, and much more!) Pay Day: We're thrilled to offer our employees Dayforce Wallet - a new way to get paid. Say bye-bye to pay day and hello to pay your way. Get your pay as soon as you earn it, at no cost to you - It's your money, why should you have to wait? Request your pay as you earn it. Apply today and start as soon as 1 week! For more information on working at Stew Leonard's click on the link below! ****************************************** We take pride in the power of diversity, inclusion, and being socially responsible to the communities which we live and do business

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

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

Brooklyn, New York 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.

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)

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: We're Hiring! Join our team as a Banker ! Are you passionate about delivering exceptional customer experiences and ready to launch your career in banking? As a Banker, you'll be the friendly face of our branches-helping customers with their everyday banking needs, building meaningful relationships, and supporting real financial solutions. From opening accounts to resolving inquiries, you'll play a key role in creating a welcoming, efficient, and secure environment. We provide extensive training in our state-of-the-art Banking Training Center, ensuring you are fully equipped with the knowledge and confidence to succeed. If you're detail-oriented, thrive in a fast-paced setting, and love making a difference in your community, this is your opportunity to grow with a team that values integrity, innovation, and impact. This role is based at our brand-new Hartford location. Essential Duties and Responsibilities: Deliver an exceptional customer experience by building strong relationships and supporting financial wellness through personalized service. Manage daily banking operations including opening/closing accounts, processing transactions, and resolving customer inquiries with accuracy and care. Identify opportunities to deepen customer relationships and refer to internal partners to support holistic financial solutions. Collaborate with your team to meet branch goals and contribute to overall market growth. Handle and reconcile cash, checks, and negotiables while maintaining vault, ATM, and coin machine responsibilities. Ensure full compliance with regulatory standards including BSA, CIP, and internal policies-keeping customer data safe and secure. Support safe deposit box operations and maintain accurate contract records. Stay informed on all PeoplesBank products and services and actively engage in ongoing learning and development. Represent the bank with professionalism in all communications-verbal, written, and digital. Participate in community engagement, volunteerism, and brand-building initiatives. Resolve customer issues with empathy and efficiency, upholding our service standards. Flexibility to work at various branch locations and during extended hours, including evenings and weekends as needed. Other duties as required. Education and Experience: High School diploma required; Associates degree preferred Six months to one-year related experience or equivalent Will consider a combination of education and experience Certifications, Licenses and/or Registrations Required: Requires the ability to obtain the National Mortgage Licensing System (NMLS) registration - must obtain said license after a period, to be determined by decision maker. Must be able to successfully complete the registration process, which includes, and is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS License regulations and rules. Computer Skills: Knowledge of computer applications including Word and Excel Ability to use basic computer skills to enter and/or retrieve data Skills Required: Cash handling experience preferred with strong basic math skills and numerical accuracy. Exceptional attention to detail with the ability to manage time effectively and multitask in a dynamic environment. Thrives in fast-paced settings, demonstrating adaptability and a proactive approach to change. Excellent verbal and written communication skills, ensuring clear and professional interactions. Strong interpersonal and customer service abilities, with a talent for building and maintaining client and business relationships. High level of discretion and integrity, committed to protecting the financial privacy of clients, colleagues, and the organization. Willingness to travel to various banking center locations throughout region as needed and assigned. Ability to complete on-the-job training and demonstrate proficiency in accordance with company standards and guidelines. Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. *Work location may vary due to business needs after employment. Frequent travel is required to and from various banking centers within reasonable distance and the PeoplesBank Executive Office in Holyoke, MA. Flexibility is essential for this role. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel. The associate may work offsite at community, financial education and bank-at-work events several times a year and occasionally makes business calls with the Banking Center Manager.

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. __________________________________________________________________________________________________________________________________________________________________________________________________________

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 Business Banker plays a critical role in growing the bank's business banking portfolio by acquiring full-service operating relationships with small and mid-sized businesses. This includes a strong focus on Deposit acquisition, Lending, Treasury Management solutions, and delivering value through a consultative, relationship-first approach. As a key market-facing representative of the bank, the Business Banker will also support a defined group of branches within an assigned territory-partnering with Branch Managers and branch teams to deepen existing relationships, identify new business opportunities, and serve as a sales coach and subject matter expert for business banking solutions with branch colleagues. Primary Responsibilities: Client Acquisition & Relationship Management (60%) Develop and grow a portfolio of business banking clients with a focus on core operating Deposits, Loans, and Treasury Solutions. Identify and acquire new-to-bank relationships through Centers of Influence (COIs), networking, prospecting, and community involvement. Meet individual sales goals and contribute to the branch's sales goals within the assigned territory. Assess business financial statements and tax returns to evaluate creditworthiness and structure lending solutions that meet the bank's lending criteria. Refer clients to internal partners (e.g., Commercial Lending, SBA, Merchant Services) as appropriate to provide full-service banking solutions. Active, daily use of CRM system to track all pipeline management and sales activities. Branch Partnership & Coaching (40%) Serve as the Business Banking resource for a group of branches within an assigned geography. Partner with Branch Managers to identify cross-sell opportunities and develop contact strategies and sales tactics. Support Branch Managers in joint calling efforts with Business Banking prospects to acquire new-to-bank operating relationships. Partner with Branch Managers on Lending referrals >$250k. Source own Lending. Provide periodic coaching to branch staff on how to uncover business needs and present Deposit, Credit, and Treasury solutions. Requirements Qualifications & Skills Minimum 5 years of experience in business banking sales or relationship management, preferably with a community or regional bank. Working knowledge of small business credit underwriting, including the ability to analyze financial statements and tax returns. Proven track record in acquiring and growing business banking relationships, with success in deposits, lending, and Treasury Management. Established network of Centers of Influence (e.g., accountants, attorneys, local business associations) to generate referral opportunities. Strong influencing, coaching, and collaboration skills across departments and levels of the organization. Self-starter with excellent time management, organization, and communication skills. Proficient in CRM systems and digital banking tools. Preferred Qualifications Bachelor's degree in business, finance, or a related field. Working knowledge of small business credit underwriting, including the ability to analyze financial statements and tax returns and familiarity with SBA lending. Experience in territory management and branch-level partnership development. 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 $130,000 -$150,000

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

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

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.

Universal Banker - Floater (UB-F) 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-F 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. Must be willing to move between branches either permanently or on an as-needed basis. Essential Job Functions: Provide coverage as needed at any FCSB branch. 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

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