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Personal Banker Jobs in New London, CT

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  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Personal Banker Job 41 miles from New London

    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 ***************************
    $95k-168k yearly est. Easy Apply 60d+ ago
  • Bilingual Banker II (Spanish)

    Centreville Bank 4.1company rating

    Personal Banker Job 48 miles from New London

    The Banker is responsible for providing an exceptional customer experience in the branch while meeting all business objectives. The Banker works with the management team to ensure sales, service and operational plans are met. The Banker will ensure that all proper bank policies and procedures are followed and will actively participate in the cross sell of the Bank's products and services. Key Responsibilities: Assist customers in opening of accounts. Initiate conversations with customers to offer needs based cross selling opportunities of products and services. Prepare loan applications for various consumer lending products including personal, auto, and equity products. Follow through with completed application to closing the loan once approved. Refer customers to other business lines for mortgage, commercial lending, merchant services and online channel needs. Deliver consistent, exceptional customer service by adhering to Centreville Bank's service expectations. Own the customer experience from beginning to end. Contribute to the achievement of Bank objectives and goals. Active participation in the community on behalf of the Bank. Perform as a team member by participating in the daily workflow. Comply with all Retail and Bank policies, procedures, and regulations. Meet expectations for attendance and punctuality. Participate in the day to day operational functions of the branch including accurate daily settlement of cash drawers, vaults, ATMs, branch, and daily reports. Must be flexible with ability to adapt to change. Requirements Qualifications: Fluent in Spanish (Written & Oral) High School Diploma or equivalent. 2 years of cash handling experience, sales and service experience preferred. Ability to project the vision and image of Centreville Bank. Strong knowledge of current banking environment procedures and regulations. Strong knowledge of bank products, services, policies, and procedures. Basic knowledge of Microsoft Word and Excel. Ability to multitask. Commensurate with experience. Centreville Bank offers a competitive salary and benefits package that includes medical and dental coverage, life insurance, disability insurance, 401(k) plan, paid time off and holidays. Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.
    $63k-109k yearly est. 60d+ ago
  • Private Client Banker - Guilford Shoreline Plaza - Guilford, CT

    Jpmorgan Chase & Co 4.8company rating

    Personal Banker Job 31 miles from New London

    JobID: 210604305 JobSchedule: Full time JobShift: Base Pay/Salary: Guilford,CT $22.50-$27.88 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: **************************************************************************
    $58k-138k yearly est. 19d ago
  • Banker 2

    Ion Bank 3.7company rating

    Personal Banker Job 43 miles from New London

    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. __________________________________________________________________________________________________________________________________________________________________________________________________________
    $52k-92k yearly est. 13d ago
  • Private Client Banker - New Haven Church St - New Haven, CT

    JPMC

    Personal Banker Job 43 miles from New London

    You have an obsession 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 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: *********************************************************************
    $44k-99k yearly est. 14h ago
  • Personal Banker I - Teller

    Suffolk Credit Union

    Personal Banker Job 40 miles from New London

    pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, lifestyle spending accounts, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement./span/p pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"strong Role Overview:/strong Our strong Personal Banker I's (Tellers)/strong are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In addition to handling teller duties such as processing transactions accurately and efficiently, they are expected to establish and enhance relationships through acquisition, retention, and cross-sell strategies within retail banking. Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management. Collaborating with cross-functional teams, they work to achieve department and Credit Union goals with a high level of accuracy and reliability./span/p pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"strong Key Responsibilities:/strong/span/p ul lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Provide exceptional service to all current and prospective members, addressing inquiries and resolving issues promptly./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Exhibit knowledge of Credit Union products and services, identifying opportunities for cross-selling and member acquisition./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Process transactions accurately and efficiently, including deposits, withdrawals, and check verifications, while maintaining confidentiality./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Perform routine teller tasks such as managing cash drawers, reconciling balances, and handling cash and coin requests./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Handle account maintenance, including updates to personal information, signers, beneficiaries, and stop payment requests./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Assist with Debit/ATM card servicing, wire transfers, and checkbook orders./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Support member onboarding activities, ensuring a smooth and positive experience./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Provide digital and online banking support to members, ensuring seamless access to services./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Assist the Contact Center with inbound calls during high volume periods./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Participate in community events, Call Nights, and business development efforts to support Credit Union growth./span/li /ul pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"strong Essential Qualifications:/strong/span/p pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Qualified candidates will have a high school diploma or equivalency certification. One (1) to two (2) years of customer service, preferably in a banking environment or six (6) months of Teller or FSR experience required. Cash handling preferred. Notary license required to be obtained within three (3) months of hire. Bilingual preferred./span/p ul lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Strong interpersonal skills with the ability to empathize and build rapport./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Clear and articulate communication, both orally and in writing./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Proficient in customer service and handling confidential information with discretion./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Ability to work effectively with direct supervision and support branch goals./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Intermediate mathematical skills with knowledge of loan processing procedures./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Familiarity with credit union products, services, policies, and regulations./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others./span/li /ul pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"strong Working Conditions:/strong/span/p ul lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Occasionally required to lift over 45 lbs., such as supply boxes./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Occasionally works unusual hours, including Credit Union Days and call nights./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Must be available to work a flexible schedule, including Saturdays./span/li lispan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Occasionally required to travel up to 50 miles for business needs./span/li /ul br/ pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"strong Apply today and embark on a rewarding career and start empowering your possible!/strong/span/p pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws./span/p pspan style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10pt;color:#000000;"em The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications./em/span/p
    $43k-65k yearly est. 60d+ ago
  • Personal Banker I - Teller

    Suffolk Federal Credit Union

    Personal Banker Job 40 miles from New London

    At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, lifestyle spending accounts, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: Our Personal Banker I's (Tellers) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In addition to handling teller duties such as processing transactions accurately and efficiently, they are expected to establish and enhance relationships through acquisition, retention, and cross-sell strategies within retail banking. Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management. Collaborating with cross-functional teams, they work to achieve department and Credit Union goals with a high level of accuracy and reliability. Key Responsibilities: * Provide exceptional service to all current and prospective members, addressing inquiries and resolving issues promptly. * Exhibit knowledge of Credit Union products and services, identifying opportunities for cross-selling and member acquisition. * Process transactions accurately and efficiently, including deposits, withdrawals, and check verifications, while maintaining confidentiality. * Perform routine teller tasks such as managing cash drawers, reconciling balances, and handling cash and coin requests. * Handle account maintenance, including updates to personal information, signers, beneficiaries, and stop payment requests. * Assist with Debit/ATM card servicing, wire transfers, and checkbook orders. * Support member onboarding activities, ensuring a smooth and positive experience. * Provide digital and online banking support to members, ensuring seamless access to services. * Assist the Contact Center with inbound calls during high volume periods. * Participate in community events, Call Nights, and business development efforts to support Credit Union growth. Essential Qualifications: Qualified candidates will have a high school diploma or equivalency certification. One (1) to two (2) years of customer service, preferably in a banking environment or six (6) months of Teller or FSR experience required. Cash handling preferred. Notary license required to be obtained within three (3) months of hire. Bilingual preferred. * Strong interpersonal skills with the ability to empathize and build rapport. * Clear and articulate communication, both orally and in writing. * Proficient in customer service and handling confidential information with discretion. * Ability to work effectively with direct supervision and support branch goals. * Intermediate mathematical skills with knowledge of loan processing procedures. * Familiarity with credit union products, services, policies, and regulations. * Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others. Working Conditions: * Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information. * Occasionally required to lift over 45 lbs., such as supply boxes. * Occasionally works unusual hours, including Credit Union Days and call nights. * Must be available to work a flexible schedule, including Saturdays. * Occasionally required to travel up to 50 miles for business needs. Apply today and embark on a rewarding career and start empowering your possible! Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws. The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications.
    $43k-65k yearly est. 60d+ ago
  • Universal Banker II - Vernon Branch

    Dime Bank 4.7company rating

    Personal Banker Job 38 miles from New London

    Salary Grade 6 Non-Exempt JOB TITLE: Universal Banker II DEPARTMENT: Vernon Branch REPORTS TO: Branch Manager As a member of the Retail Banking team, the Universal Banker will be responsible for ensuring customer satisfaction by providing outstanding service and creating a positive overall experience for every customer. Develops and enhances customer relationships to contribute to the branch, and Bank, success. Processes routine transactions accurately and efficiently, resolves customer service issues, and pro-actively turns service opportunities into sales events. Ensures compliance in strict accordance with federal and state regulations, and bank policies and procedures. Refers customers to appropriate business partners for residential and consumer loans, investment and insurance products, and commercial business needs. Participates in business calls and community activities to develop new business relationships and to retain/expand existing relationships. Functions: Responsible for the achievement of operational (as provided by the VP of Operations and Administration) and revenue (as provided by the VP of Business Development) benchmarks Explains, promotes, sells, and/or cross-sells products and services based on customers' needs and meets or exceeds defined individual sales, referral, and service goals Retains/acquires business (Retail and Commercial) relationships through participation in active calling of existing customers and prospects. Refers customers to business partner expert for mortgages and loans, financial services and commercial business needs Serves as a primary contact for customers; accurately performs routine account transactions; opens and closes accounts; and assists customers in service inquiries Employs problem-solving skills and sound judgment and recommends appropriate solutions to resolve customer problems, concerns, requests Meets branch operations and security requirements in the opening and/or closing of the branch on a rotating basis and in the balancing of the cash vaults and ATMs. Adheres to compliance procedures and operational risk controls in accordance with any and all applicable regulatory requirements, standards, and bank policy Comply with SAFE Act requirements and Obtain/maintain a unique NMLS number Actively participates in community activities, represents Dime Bank in a favorable and professional manner Performs other assigned duties essential to the operation of the branch Knowledge, Skills, Requirements: Requires a high school diploma or GED. Strong knowledge of financial products and services, banking regulations, and National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act. The NMLS required registration process includes a satisfactory background and credit check. A life insurance license or licensure (if applicable) may also be required. Two or more years of experience in a retail environment, including sales and cash handling Adherence to compliance of all applicable Federal and State bank regulations, as well as Dime Bank policies and procedures Effective selling, cross-selling, referral skills Exceptional customer service, and strong interpersonal and customer relationship building skills Excellent verbal and written communication skills, and a demonstrated ability to interact well with all levels of personnel Strong problem-solving and negotiation skills Ability to prioritize, handle multiple tasks, and work independently Physical Demands and Condition Requirements: General office environment Ability to lift bags of coin Equipment Used: General office equipment, i.e., calculator, photocopier, etc. Computer Coin machine Bill counter Check imaging hardware ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
    $38k-44k yearly est. 6d ago
  • Community Lending Mortgage Banker

    City National Bank 4.9company rating

    Personal Banker Job 48 miles from New London

    WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy * Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans * Provide sound and ethical loan counseling to all potential applicants. * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices. * Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements * Develop and/or implement sourcing strategies as required by written goals. * Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand * Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division * Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes. * Commitment to work of nonprofit organizations and making a positive impact in the community * Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending team * Minimum of 5 years of experience with diverse and underserved clients * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. *Additional Qualifications* * Highly prefer network of professional and nonprofit referral sources * Highly prefer a BA/BS degree with preference for business, finance, or economics degree * Demonstrated superior sales and marketing ability * Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank * Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite * Knowledge of mortgage credit policies and current industry compliance standards * Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. * Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT FOR YOU?* *Compensation* This is a commission-based role and does not have a set salary range. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. \#LI-RK \#CA-RK
    $57k-172k yearly est. 42d ago
  • Private Client Banker - Glastonbury, CT

    Chase 4.4company rating

    Personal Banker Job 33 miles from New London

    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: **************************************************************************
    $36k-67k yearly est. 35d ago
  • Citizens Banker

    Citizens 2.9company rating

    Personal Banker Job 36 miles from New London

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get + Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. + Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually + Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. + Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration + Self-motivated, confident and ability to multitask effectively + Ability to work branch hours, which can include weekends and evenings + Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. + Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience: + 1 year cash handling experience Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 07/05/2025
    $24.5 hourly 12d ago
  • Float Universal Banker - Eastern CT

    Liberty Bank 4.6company rating

    Personal Banker Job 2 miles from New London

    At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB : The Universal Banker provides effective quality service throughout a region of Liberty Bank's branch locations, by efficiently processing banking transactions . Additionally, the Float Universal Banker is responsible for developing and maintaining personal banking relationships with new and existing customers and for providing quality customer service. Time spent in various aspects of this role will vary depending upon branch needs. ESSENTIAL FUNCTIONS: Provides on-site Universal Banker coverage for various branches locations as assigned. Accurately and efficiently perform a full range of customer transactions to include but not limited to check and cash deposits to accounts, verifying amounts, examining checks for proper endorsement, and entering deposits into computer system. Cashing checks and processing withdrawals; pays out money after verification of signatures and customer balances; receives loan payments and ensures the payment is processed correctly. Performs a variety of maintenance transactions, such as account holds, stop payments, and address changes. Maintain and balance a cash drawer, orders branch cash, counts and bags loose coin, balances the cash vault and teller cash recyclers. Understands and honors dual control requirements. May open and close branch office. Address customer questions and concerns in a professional manner while referring to appropriate internal resources for resolution, if necessary to ensure superior customer service. Maintains a quality knowledge of current products, fees, and policies and is able to provide customer education. Actively participates in the Bank's customer needs-based referral program, both as an individual and a team player, by cross-selling the Bank's products and services by tailoring recommendations after exploring customer financial necessities and goals through needs-based conversations. Meet individual referral goals. Identify fraudulent activity to prevent potential losses to the Bank. Protect the interest of the bank and minimize loss through adherence to security measures and other policies and procedures. Create collaborative partnerships within the Liberty Bank team and community to successfully meet the goals and objectives of the organization and needs of our customers. Actively promotes Liberty Bank within the community and maintains the highest level of customer and employee confidentiality. Perform other duties and tasks as requested. Minimum knowledge/skills: High School degree or GED required Minimum of six months Branch Banking or equivalent experience Strong customer service skills Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust, rapport, and build lasting relationships Self-motivated with the ability to multitask effectively Ability to organize and prioritize workflow, including excellent organization and follow through skills Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications Effective verbal and written communications skills Availability to work weekends and/or extended hours as required to run the business This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Liberty Bank, 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 Liberty Bank. Your continued employment in this position with Liberty Bank 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. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Lifting/carrying up to 25 lbs. Use of general office equipment Ability to travel COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. Other details Job Family Retail Banking - Branch Job Function Staff Pay Type Hourly
    $33k-37k yearly est. 10d ago
  • Universal Banker

    Connex Credit Union 3.6company rating

    Personal Banker Job 38 miles from New London

    Job Details Meriden Branch - Meriden, CT Full Time $18.32 - $27.48 Hourly BankingCompany Details Are you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We're a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission. Benefits: Competitive compensation. Medical, Dental and Vision coverage. Paid time off. 401K contributory plan with company match. The opportunity to become involved in community outreach. Description The New Account Representative is responsible for helping establish and attain sales and service goals and to promote membership growth through the expansion of member relationships under the supervision of the Assistant Branch Manager. A New Account Representative must provide outstanding service to all members and identify and find solutions for their financial needs to better their financial lives. The position requires professionally connecting with members in a way that will drive business to the branch. In addition, the position is responsible for maintaining a professional and efficient branch, with responsibilities including but not limited to; filling in for a branch manager during an absence, following all security protocols, and fostering a positive work environment with fellow staff. Connex has a right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergency transfers to cover due to shortage or other problem. Essential Functions and Responsibilities: Serves as a financial advocate/coach for members of the CU. Works with members to explore their financial priorities, and determines helpful and achievable solutions using the CU's products and services in order to improve our member financial standing. Drives loan volume within the branch by recognizing member needs and getting them in appropriate product. Spends 30% of the time performing teller duties, including handling transactions, cash management, and providing customer service at the teller line. Work with member through entire loan process from application to closing. Performs preliminary reviews of member's financial status and effectively identifies member's needs and assists with attaining the member's financial goals. Serves as member's primary point of contact in all Credit Union matters. Researches and resolves member issues and takes ownership of those issues by resolving them personally. Follows up to ensure member satisfaction and resolution. Maintains and continually improves upon in depth knowledge of all credit union products, services, and procedures. Conducts daily outbound calls to new and prospective members in order build and expand relationships. Scheduled call nights may require after hour attendance. Assists with the appearance and professionalism of the branch. Adheres to all credit union policies and procedures and supports the culture of the organization. Performance Measurements (if applicable): Qualifications and Requirements: Associate's Degree required or equivalent work experience 1 to 3 years retail or banking experience required
    $18.3-27.5 hourly 30d ago
  • FT Dockworker - New Haven, CT

    20 Saia Motor Freight Line

    Personal Banker Job 43 miles from New London

    Full Time and Part Time opportunities available! Ready To Go Further? Saia is a different kind of logistics and transportation company. We do things the right way. You‘ll see it in our commitment to our people, customers, and community. You‘ll feel it in the support you get on day one - from leadership and from your team. A job with Saia is packed with opportunity - from learning new skills and advancing to competitive compensation and great benefits. It's all here and it's exactly what going further is all about. Job Summary Saia is currently looking for dockworkers to join our team. Our dockworkers will efficiently sort, handle and load freight into and unload it from over the road equipment, containers and city trailers using a sit down forklift. In some instances, our dockworkers will also perform the job duties of a hostler, moving trailers throughout our yard. Job Responsibilities Load and unload freight on trailers using a forklift, pallet jack or manually in compliance with state and federal DOT guidelines Read and interpret shipping labels Hand load, rewrap or stack freight as necessary Secure freight inside the trailer using the provided and appropriate dunnage Other duties as assigned Preferred Qualifications Freight handling experience Forklift certification Hazmat training Previous freight dock or warehouse experience helpful Pay Rate: $26.25 - $30.25 per hour, based on experience Benefits At Saia, your success is our success! That's why we work hard to provide you with what you need to build an awesome career. We are committed to rewarding superior employee performance so that when you work hard, your achievements won't go unnoticed. Make Your Move At Saia, our people are the reason we've been successful for over a century in the industry. Together, we've created a positive culture that's driven by our core values - like dignity and respect, a customer-first approach, safety and more. With hundreds of terminals across the country and growing, we're always looking for more collaborative and motivated individuals to join our team. So, if you're ready to put your career on a solid path, let's go further. Saia is an Equal Opportunity Employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $26.3-30.3 hourly 60d+ ago
  • Retail Relationship Banker

    BMO Harris 4.1company rating

    Personal Banker Job 49 miles from New London

    Application Deadline: 05/29/2025 Address: 333 N Northwest Highway Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. * Contributes to business results and the overall experience delivered in the branch. * May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. * Appropriate lending qualifications and designations. * Working knowledge of personal and small business customer needs and solutions. * Working knowledge of retail investments and lending products. * Experience in financial services is an asset. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. * Passionate commitment to helping our customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,715.00 - $67,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-67k yearly 27d ago
  • Citizens Banker

    Citizens Financial Group 4.3company rating

    Personal Banker Job 39 miles from New London

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience: 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings
    $24.5 hourly 12d ago
  • Financial Services Representative

    Teachers Federal Credit Union 4.3company rating

    Personal Banker Job 40 miles from New London

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles. Summary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs. * Positions available in our Center Moriches, Riverhead, and Patchogue Branches* Education/Experience: * High School degree or GED required. * Minimum one year of general work experience, customer service, call center, sales or branch experience required. * Minimum of six months cash handling experience preferred * Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required Job Responsibilities: * Work closely with new and existing members to understand their financial needs and deepen relationships * Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines * Provide recommendations and assist members with a wide array of financial solutions to satisfy their spending, savings, borrowing, and investing needs * Educate members to bank more efficiently using the web, mobile, and ATM * Provide financial education and services to members to help them fit banking into their everyday lives * Proactively contact members to schedule appointments to discuss their personal financial goals * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * Paid time off for vacation, personal days, and holidays * Fully-funded pension plan * 401(k) company contribution * Teachers pays 100% Premium Coverage for Vision & Dental Care * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers * Flexible hybrid schedule for eligible positions The good faith range for this position is $23.00 to $24.50 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-MM1
    $23-24.5 hourly 60d+ ago
  • Relationship Banker - Washington Park Financial Center

    Bank of America 4.7company rating

    Personal Banker Job 48 miles from New London

    divp style="text-align:left"b:/b/pp style="text-align:inherit"/pp style="text-align:inherit"/pp At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. /ppspan /span/pp One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. /ppspan /span/pp Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. /ppspan /span/pp Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!/pp/pp Job Description:/pp 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. /pp/pp Responsibilities:/pp• Executes the bank's risk culture and strives for operational excellence/pp• Builds relationships with clients to meet financial needs/pp• 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/pp• Grows business knowledge and network by partnering with experts in small business, lending, and investments/pp• Manages financial center traffic, appointments, and outbound calls effectively/pp• Drives the client experience/pp• Manages cash responsibilities/pp/pp Required Qualifications:/pp• 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. /pp• Collaborates effectively to get things done, building and nurturing strong relationships. /pp• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. /pp• Is confident in identifying solutions for new and existing clients based on their needs. /pp• Communicates effectively and confidently, and is comfortable engaging all clients. /pp• Has the ability to learn and adapt to new information and technology platforms. /pp• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). /pp• Applies strong critical thinking and problem-solving skills to meet clients' needs. /pp• 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. /pp• Efficiently manages time and capacity. /pp• Focuses on results, while acting in the best interest of the client. /pp• Can be flexible to work weekends and/or extended hours as needed. /pp/pp Desired Qualifications:/pp• Experience in financial services and knowledge of financial services industry, products and solutions. /pp• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. /pp• Six months of cash handling experience. /pp• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance /pp/pp Skills:/pp• Adaptability/pp• Business Acumen/pp• Customer and Client Focus/pp• Oral Communications/pp• Problem Solving/pp• Account Management/pp• Client Experience Branding/pp• Client Management/pp• Client Solutions Advisory/pp• Relationship Building/pp• Business Development/pp• Pipeline Management/pp• Prospecting/pp• Referral Identification/pp• Referral Management/pp/pp Minimum Education Requirement:/pp• High School Diploma / GED / Secondary School or equivalent/pp/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bShift:/b/p1st shift (United States of America)p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bHours Per Week: /b/p40p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bspan Pay Transparency details/span/b/pp style="text-align:inherit"/pp style="text-align:inherit"/pUS - RI - Providence - 1473 Broad St - WASHINGTON PARK BC (RI1119)p style="text-align:inherit"/pp style="text-align:inherit"/pPay and benefits informationp style="text-align:inherit"/pp style="text-align:inherit"/pPay rangep/pp/p$24. 00 - $25. 96 hourly pay, offers to be determined based on experience, education and skill set. p style="text-align:inherit"/pp style="text-align:inherit"/pPredictable payp style="text-align:inherit"/pp style="text-align:inherit"/pThis role is compensated with a base salary and is not incentive eligible. p style="text-align:inherit"/pp style="text-align:inherit"/pBenefitsp style="text-align:inherit"/pp style="text-align:inherit"/pThis 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. /div
    $24 hourly 60d+ ago
  • Relationship Banker III

    Usalliance Financial 4.0company rating

    Personal Banker Job 44 miles from New London

    About this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker III is responsible for the delivery of exceptional member experiences, implementing USALLIANCE's sales and service standards by offering products and services to improve our members' financial position. Represent USALLIANCE in the community and form lasting relationships with our members and partners. Responsibilities: Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications. Maintains a proficient level of knowledge of Credit Union products, services, policies, and procedures, including promotions and special offers, during member and employee interactions. Coach team to provide sales and service excellence, provide supportive training and timely review of progress. Offer additional support to our Call Center when needed. Demonstrate working knowledge and understanding of the Credit Union's sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction. Maintain the privacy and confidentiality of Credit Union members and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency. Become an ambassador of USALLIANCE by conducting business outreach/participate in branch, community, network and SEG events to explore new business opportunities and enhance existing partnerships. Ensure CRM tool is being utilized appropriately and consistently. Maintain and assume responsibility of the team to ensure that the branch is consistent in their daily, weekly, monthly functions. Assist Branch Leaders with operational tasks as assigned including vault & ATM custodian, peer mentoring and training of new employees. Identify and communicate areas for continual improvement of business processes to support efficiency. Obtain Notary within first year in position. Travel to other locations as needed. Other duties as assigned. Who you are: 3 years of financial service industry experience with a min. of 1 year in a supervisory or management role. Proven leadership abilities. Able to manage multiple priorities and possess a strong understanding of branch processes, policies, and procedures. Strong sales background. Must have a positive “can do” attitude and high energy level. High level attention to detail. Strong customer service orientation. Excellent communications skills. Aptitude to comprehend numbers & calculations. Must obtain Notary within 6-12 months in position. Associate or bachelor's degree preferred. Bilingual (English/Spanish) is a plus. Benefits: Enjoy health, dental and vision insurance on day one of employment 401K - 100% match up to 6% Federal Holidays Work-Life Balance Career Planning Bonus Eligible EQUAL OPPORTUNITY EMPLOYER
    $35k-41k yearly est. 5d ago
  • Financial Services- Licensed Financial Advisor

    Chelsea Groton Bank 3.7company rating

    Personal Banker Job 7 miles from New London

    Licensed Financial Advisor (CE-2)
    $67k-108k yearly est. 19h ago

Learn More About Personal Banker Jobs

How much does a Personal Banker earn in New London, CT?

The average personal banker in New London, CT earns between $26,000 and $57,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average Personal Banker Salary In New London, CT

$38,000
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