Personal Banker Jobs in Newington, CT

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

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

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. __________________________________________________________________________________________________________________________________________________________________________________________________________

Salary Grade 6 Non-Exempt JOB TITLE: Universal Banker II DEPARTMENT: 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.

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

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

About Us: At Suffolk Credit Union, we're more than a place to manage your money - we're a team committed to empowering our members and building a stronger community. We treat every individual with dignity and respect, fostering a culture of transparency and integrity. Our mission is to make financial wellness accessible for everyone, offering guidance whether you're saving for the future, buying a home, or growing your business. At Suffolk Credit Union, we're redefining banking by focusing on what truly matters - people. Why Join Us? * Comprehensive health, dental, and vision plans, including disability and specialized insurances. * Generous 401(k) with employer matching, tuition reimbursement, and paid time off, including holidays, sick leave, and birthdays. * Employee wellness and assistance programs, along with support for work-life balance. * Flexible spending account designed to support your lifestyle needs. * Discounts on loan rates, financial services, and opportunities to participate in community charity events. * Holiday luncheons, themed parties, and other employee engagement activities. If you're a proactive, detail-oriented professional who thrives in a fast-paced, dynamic environment and is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity! Join our team and be a key player in helping members achieve their financial goals while growing your career at Suffolk Credit Union. Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-selling within retail banking. Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction. Key Responsibilities: * Deliver exceptional service to all current and prospective members. * Educate members on Credit Union products, services, and benefits while identifying cross-sell opportunities. * Resolve member requests, complaints, and issues in a timely and effective manner. * Build and deepen relationships with members, generating referral opportunities. * Accurately and efficiently process transactions while maintaining member confidentiality. * Perform member research and outreach for sales and service purposes, ensuring follow-up for a positive experience. * Complete new member onboarding and assist with account maintenance and fraud claims. * Handle daily Personal Banker tasks, including wire transfers, account changes, and check processing. * Support inbound call centers, digital banking services, and travel to branches as needed. * Meet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations. Essential Qualifications: Qualified candidates will have a high school diploma or equivalency certification. Two (2) years of customer service, preferably in a banking environment. Supervisory and cash handling experience preferred. Notary License required or to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Bilingual preferred. * 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. Compensation for employees is generally offered within the range of the minimum to midpoint of the posted salary scale, based on qualifications, internal pay equity, and the budget for the position. This compensation range adheres to state-specific regulations. The determination of your actual pay rate may take into consideration factors such as your skills, years of experience, and other pertinent qualifications.

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: * Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products * Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program * Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers * Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience * Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals * Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions * Understand and comply with Citibank policies, standards and procedures * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 0-2 years of relevant experience * Previous banking, retail, or sales experience preferred * Knowledge of Smart Banking tools and technologies * NMLS registration; Safe Act compliant * Consistently demonstrates clear and concise written and verbal communication skills Education: * Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Fairfield Connecticut United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $61,280.00 - $85,520.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Apr 23, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

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.

Under the supervision of the Universal Banker II or other supervisors and or manager, the Universal Banker, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Work with team to actively support branch sales. Contribute to team sales goal attainment. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions. May need to conduct account opening/maintenance functions. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service. Consistently delivers exceptional customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us. Constantly look for ways to improve the customer experience and communicate those ideas to branch management. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Escalate customer complaints to supervisor. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.). Maintains and oversees wire authority of up to $ 50,000. Balance transactions and cash at the end of the day and participate in the branch settlement. May participate in balancing ATM, Coin Machine, and Cash Vault. Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed). Perform all duties in accordance with prescribed regulatory compliance guidelines. Responsible for Identifying Cross Training Opportunities and Personal Development Continuously strive to improve personal development through policy, product, and banking knowledge. Maintain current knowledge of Bank's products and services as well as policies and procedures. Attend relevant seminars and courses to update and advance knowledge and skills. Volunteer for special projects within the scope of your job responsibilities. Participate in community events and establish relationships for the benefit of the bank. EDUCATION/EXPERIENCE REQUIREMENTS High school diploma or equivalency required with 3 to 6 months of relevant banking, retail or sales experience. Demonstrated customer service and sales skills. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position. INITIATIVE Tasks are generally standardized and routine. Some judgment required in cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor. RESPONSIBILITY Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information. SUPERVISION None POSITION CONDITIONS Normal. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus to computer screens for long periods of time.

JobID: 210610128 JobSchedule: Full time JobShift: Base Pay/Salary: Glastonbury,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: **************************************************************************

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

Spanish Speaking preferred. As a personal financial representative, you are the frontline of service, responsible for building strong relationships and providing an exceptional banking experience. Your role involves identifying products and solutions to meet members' financial needs, helping them achieve their goals, and ensuring ongoing trust and satisfaction. By taking a holistic approach, you consider not only financial needs but also broader personal circumstances, aligning with our mission. You develop and deepen relationships by offering relevant solutions, resolving problems efficiently, and fostering lasting connections that support members throughout their financial journeys. Role-Specific Contributions: This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Grow Membership and Deepen Relationships Expertly onboard new members and seamlessly handle Visa, consumer loan and home equity loan applications. Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members Member Service: Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction Educate members about credit union products and services, helping them to make informed decisions and optimize their financial well-being Community Represent the credit union at sponsored community events to promote positive engagement Participate in volunteer activities within the local community to support and enhance the credit union's presence Support and participate in business development activities such as bank at work, lunch and learn and financial literacy events Managerial Responsibilities: None Education and/or Experience: While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals. Certificates, Licenses and Registrations (if applicable): Notary Public, Insurance Certificate and Signature Guarantee NMLS Registration and annual renewal. American Eagle is an Equal Opportunity Employer Veterans/Disabled

At Liberty, we are proud to integrate our Diversity, Equity and Inclusion (DE&I) throughout all functions and areas of the Bank in order to maximize our impact and exceed goals. We believe that deepening our DE&I strategies in the workplace and communities we serve, creates a much better place to work for our teammates and a safe place where our customers are connected and supported. We take pride in promoting through initiatives and investment a socially responsible and sustainable future. SUMMARY OF THE JOB : As a Universal Banker, you'll take a lead role in delivering an exceptional customer experience daily that is consistently aligned with Liberty Bank's Vision, Mission, and Core Values. Through the use of the Customer Experience Discovery Guide, this position builds a thorough profile for each customer and maintains frequent face-to-face, phone or email contact in an effort to grow and deepen customer relationships. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. Pursuing work with energy and focus, you'll help acquire new customers by actively soliciting referrals and developing internal and external resources. Additionally, Universal Bankers maintain existing customer relationships by servicing customers as needed, processing transactions, and referring customers to other areas within the bank as appropriate. ESSENTIAL FUNCTIONS: Deepening customer relationships and achieving sales goals through daily activities, disciplines and behaviors Delivers an outstanding customer experience. Participate in the successful set up of all new customer accounts, accurate and efficient process of all over-the-counter transactions, originate consumer lending applications and assist customers with inquiries or problem resolution in a professional manner. Perform a full range of customer service transactions. 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. MINIMUM REQUIREMENTS: 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

Country: United States of America Santander is one of the largest banks in the world, and one of the top banks in the United States based on deposits. With a principal presence in the northeast U.S., Santander's retail division serves nearly 2 million customers and more than 5% of small businesses in the US. Being a Relationship Banker at Santander As a Relationship Banker you will be responsible for servicing and building relationships with branch Consumer and Business customers. You will deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. What to Expect * Put the customer at the center of everything you do. Make connections with customers in the branch and over the phone. * Engage Consumer and Business customers through proactive, outbound calling for both service and relationship deepening opportunities. * Assess customer needs by being genuinely curious, asking questions, and identify opportunities to help achieve their financial goals today and in the future. * Be the expert on Santander Consumer and Business products and services and be able to articulate the benefits that will help customers based on their need. * Recommend the best solutions based on need; deliver solutions directly as well as introduce Investment and Mortgage partners, when appropriate. * Build trust and deliver solutions by setting expectations and meeting commitments. * Develop relationships with new and existing Consumer and Business customers by maintaining contact through early engagement calls and regular outreach with portfolio customers. * Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate when appropriate. * Ensure compliance with all bank policies, procedures and regulatory requirements. * May assist customers with teller transactions as needed. Qualifications * 4 year college degree (preferred) * 2 or more years of personal banking experience (strongly preferred) * Motivated to help people achieve financial goals * Passion and personal commitment to proactively help customers * Exceptional listening and communication skills in person and over the phone * Ability to work effectively in a team environment, building strong relationships with colleagues and business partners * Ability to use critical thinking to solve problems and provide solutions to customer issues * Demonstrated proficiency using the phone to engage with customers * Basic computer skills Hours and Schedule * 40 hours per week * Schedule varies depending on branch need and may include Saturdays and/or Sundays At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $38,250.00 USD Maximum: $59,000.00 USD

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 44 Jerome Ave, BLOOMFIELD, CT Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.00 - $27.69 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 17 Apr 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Title: Relationship Banker lll Summary: The Relationship Banker III is responsible for assisting the Branch Relationship Manager or Community Development Manager with successfully leading their branch including its daily operations, service quality, sales and financial performance. Takes the initiative to perform all branch service, sales and operational functions as needed. Works cohesively in a team environment to achieve personal and branch goals. Able to assist with complex customer situations with minimal management supervision. Fulfill more complex customer account opening needs. Build and manage employee development plans with goals and milestones for Associate Banker, Relationship Banker I and II. Displays and encourages motivation and enthusiasm within the team. Key responsibilities include, team leadership, meeting branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch reporting, branch compliance, branch security, assisting with sales/marketing activities and maintaining branch condition. Key Responsibilities: Assist with delegating responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch Perform daily operational functions, such as, opening accounts and services, completing account maintenance, balancing a cashbox and vault as needed, conduct surprise spot check audits, etc. Able to open more complex accounts; IOLTA and IOREBTA Checking, IRA's, HSA's, and court restricted accounts, such as conservator and guardianships Process all necessary steps and documentation needed for account services, E-banking, mobile banking, debit card issuance, wire and ACH services Able to open and close branch and act as third level management as needed Take ownership & handle customer escalations as needed Proactively keep Community Development Manager informed of situations regarding personnel, customers, competition and market trends that have the potential to affect future branch performance Act as second in command in the absence of Manager Provide overrides, sign Bank Checks and other approved transactions within assigned authority limits Achieve personal & branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained Open, cross sell, maintain existing accounts and products to new and existing customers Partner with branch management to prepare weekly and monthly branch meetings Works with management team to exceed branch goals Identifies referral opportunities to business partners Review and monitor referrals and complaints in Core CRM

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You Are: * Are passionate about helping clients solve complex challenges and supporting them through critical transformations. * Can design and implement sales and service experiences, capabilities, and architecture required to bring customer strategies to life. * Understand the ins and outs of the Financial Services industry and front-line sales and service organizations, and ready to apply your knowledge to clients optimize and transform their sales and service solutions. * Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources. * Ready to dive deep into creative and analytical thinking to solve problems and transform challenges into opportunities * Working in an agile, fast-paced environment energizes you, and you're at your best when contributing to a team. The Work: * Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people, process and technology. * Ability to deliver and manage dynamic technology consulting projects with heavy client engagement * Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements. * Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables * Consult and partner with our clients to help them develop high performance solutions to advance their industry position in Financial Services * Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives * Help develop of our next generation Financial Services offerings for Customer, Sales & Service. Travel Requirement: Travel for this role is expected and required, the amount of travel is variable depending upon the client and project. Qualification Here's What You Need: * 3+ years relevant experience managing or creating project deliverables in a consulting environment, with broad experience in management or technology consulting delivering technology implementations and digital transformations * 2+ years leading transformations in Financial Services industry (retail banking, insurance, wealth management, capital markets, and etc.) from requirements, design, test, deployment and etc. * 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the industry and its challenges and opportunities Bonus Points If: * Strong client relationship development and client management skills * A Bachelor's degree * You have Salesforce CRM or CPQ certifications * You have prior experience implementing or delivering CRM solutions such as Salesforce, Microsoft, Pega, or Oracle * You have prior experience implementing or delivering CPQ applications, primarily Salesforce, Oracle, Vlocity, Apttus, or SAP * You have experience facilitating design thinking workshops to help our Financial Services clients re-imagine their future * You've got an advanced degree or financial industry certification * You've got experience in sales and delivering banking projects on time Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New York or Washington as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $63,800 to $205,800 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Minnesota $63,800 to $177,800 Maryland $59,100 to $164,600 New York $59,100 to $205,800 Washington $68,000 to $189,300 Locations

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Hartford - 147 Washington St - Park Street (CT2116), US - CT - Hartford - 30 State House Sq - State House Square (CT2517), US - CT - Hartford - 790 Maple Ave - Maple Avenue (CT2143), US - CT - West Hartford - 29 S MAIN ST (CT2110) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.