Personal Banker Jobs in North Bellport, NY

Looking to get off to a fast start in the Financial Industry post-graduation? Join our team in Garden City, NY! We are looking for individuals who are recent college graduates looking to begin their careers with extensive support and training. You do not need to have a background in finance to get started. Because we provide award-winning training and development, we give recent grads the opportunity to take on a new challenge without previous experience in the industry. You'll receive training through NM's National Training Program “Financial Planning Academy” and partner with industry experts until you're ready to do it on your own. You are in business for yourself but not by yourself! Financial Representatives with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities. You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future. Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes. By joining our team, you will get started in a challenging, yet lucrative and rewarding career. How do you get paid? This is a commission based career. However, we understand that it may take some time to get your practice off the ground which is why we provide “startup” compensation in the first year to help you transition into the business, and higher commissions for the first three years. With Northwestern Mutual, you control your earning potential. What you put in, is what you get out. To give you an idea, our Financial Advisors in the first year average between $90-100k and advisors 5+ years in the business earn on average $624k. What do we provide for you? Sponsorship of Licensing/Credentialing; Life Accident and Health License, SIE, Series 6 or 7 and Series 63, CFP and more! Uncapped Income Potential One-on-one coaching and mentorship Flexibility of your schedule - you determine your own calendar. Leadership Opportunities Training and development to elevate your career and move into a Wealth Management Advisor role Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Administrative Support Why join Northwestern Mutual? FORTUNE 500 Rank: No. 111 “World's Most Admired” Company in our Industry (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and Investment News) Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual Recipient of the 2024 APEX Award from Training Magazine Best Places to Work (Glassdoor, 2021) America's Best Employers for Diversity (Forbes, 2023) LOCAL candidates only. Must live in NYC area or already plan to be moving here. Job Type: Full-time Pay: $90,000.00 - $178,000.00 per year Benefits: Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Retirement plan Vision insurance

Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED*** (100%) CPA license REQUIRED Compensation: $120,000 to $140,000 base salary (commensurate with experience) plus competitive bonus potential and benefits ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Greenwich, CT): CPA (Certified Public Accountant) license REQUIRED ; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits. Summary: The Firm is currently hiring Associates for the Greenwich, CT office. In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries. Responsibilities of Associate, Corporate Restructuring: Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations Qualifications for Associate, Corporate Restructuring: CPA license REQUIRED Education: strong academic record from a leading undergraduate / graduate program Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable. Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal Proficient with financial/data analytics Familiarity with the US Bankruptcy code is a plus Highly detail-oriented with strong organizational skills Action-oriented ***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****

This is an opportunity to move into a real strategic finance position, with a clear path of progression within the business. You will have the capacity and authority to work with and enable a remarkably broad Group of businesses through various situations, events and growth plans. The business is a multi-faceted investment group with operations and owned subsidiaries across the globe but with a concentration of assets in North America, and headquarters in Stamford, CT. They have grown a tremendous amount over the past 5 years by AUM and footprint, and lead a portfolio of subsidiaries and businesses across Industrials, Oil & Gas, Healthcare, Engineering, Manufacturing, and Tech. This position will work at many different levels within the strategic finance function. From Business Partnering with CEOs/CFOs around the portfolio, bringing insights and analytics to the business in order to make decisions and build strategy. This role is based in a Stamford, CT office, 5 days per week. Requirements: 3+ years of progressive ibanking/FP&A/Finance/Portfolio Ops experience Ability to build 3 statement models for a range of business types and industries Exposure to analysis of strategy and business partnering with non-finance Hoxton Circle is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We're currently recruiting for an Universal Banker to join a community orientated bank based in the CT area. The Universal Banker supports the Branch in opening new accounts, ensuring high levels of customer service, and assisting with the management of the branch cash and vault. If you're looking to join a bank that cares about both their employees and their customer - please apply! Requirements: Minimum of 1-3 years relevant experience in consumer, business banking or retail services Strong understanding of banking products, services, and operations. Excellent customer service and interpersonal skills. For more information please email Megan at *****************************

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

Greenlawn, New York Salary Range: $21.98/hr - $32.97/hr Hiring immediately. $2,000 new hire sign -on bonus! Wouldn't it be great to build your career at a bank that's known for putting the best interests of their customers first? That's exactly who we are, come grow with us at Apple Bank! What we offer: • $2,000 sign-on bonus payable after completing 6 months of employment • Excellent starting salary plus incentives • Comprehensive employee benefits package, including medical, dental, vision, pre-tax transit, health and life and disability insurance • Paid vacation time, sick time and 11 company paid holidays • 401k (with up to 4% match) • Up to $5,250 tuition reimbursement The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficientlyR Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service. Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to. Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Build and maintain technical and professional knowledge by attending educational workshops. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Come work with us: Metropolitan Commercial Bank (the “Bank”) is a New York City based full-service commercial bank that provides a broad range of business, commercial and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities and local government entities. The Bank operates banking centers and private client offices in Manhattan and Boro Park, Brooklyn in New York City and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). For more information, please visit the Bank's website at MCBankNY.com. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. The Bank finished ninth in S&P Global Market Intelligence's annual ranking of the best-performing community banks with assets between $3 billion and $10 billion for 2022 and eighth among top-performing community banks in the Northeast region for 2022. About the role: As a Floating Universal Banker, you will engage closely with new and existing customers to understand their financial needs, recommending appropriate products and services related to spending and saving. The Floating Universal Banker is the financial liaison to every customer entering the branch. Your highest priority will be to ensure that customers are extremely satisfied with every interaction. You will develop deep and meaningful relationships with the customer to resolve issues, educate customers on the various ways they can bank with us, and process teller transactions as required. This role will support all of MCB Branch locations on a regular basis as resourcing needs at various locations are required. Duties and responsibilities of the job include the following (but is not limited to): Provide branch support across each MCB location on a daily/weekly basis. Collaborates with the Market Sales Manager, to drive growth / generate leads, and referrals for new business, through prospecting, cold calling, and networking. Engage with customers to develop a positive customer experience; strive to make each customer interaction the best experience of their day. Develop new and existing customers by understanding their financial needs, providing products and solutions to help them spend and save. Go above and beyond for customers to strengthen and retain long term relationships. Grow new business and drive referrals to branch colleagues and partners to support the broader financial needs of customers. Serve as the financial liaison to customers while providing world class customer service. Open new accounts and assist with teller transactions as needed. Bring a positive energy and confidence to Metropolitan Commercial Bank and its customers every day. Present a professional appearance as the face of Metropolitan Commercial Bank. Knowledge, Skills, and Abilities: High School degree or GED required Minimum of 2+ year cash handling experience strongly preferred 2+ years of sales and customer service experience Ability to consistently travel to multiple branch locations and provide support to those branch locations on a daily and/or week to week basis. Strong listening and customer service skills Ability to effectively ask questions and identify needs to enhance the customer relationship Commitment to building relationships through phone engagements Ability to problem solve and provide solutions to customer issues Ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Perform quality work within determined timeframes Interact professionally with other employees, customers, vendors and shareholders Work independently while understanding the necessity for communicating and coordinating work efforts with other employees, departments, divisions, etc. Work on ad-hoc tasks, assignments and projects as needed Potential Salary: $45,000 - $65,000 annually This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment 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. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Come work with us: Metropolitan Commercial Bank (the "Bank") is a New York City based full-service commercial bank that provides a broad range of business, commercial and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities and local government entities. The Bank operates banking centers and private client offices in Manhattan and Boro Park, Brooklyn in New York City and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). For more information, please visit the Bank's website at MCBankNY.com. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. The Bank finished ninth in S&P Global Market Intelligence's annual ranking of the best-performing community banks with assets between $3 billion and $10 billion for 2022 and eighth among top-performing community banks in the Northeast region for 2022. About the role: As a Floating Universal Banker, you will engage closely with new and existing customers to understand their financial needs, recommending appropriate products and services related to spending and saving. The Floating Universal Banker is the financial liaison to every customer entering the branch. Your highest priority will be to ensure that customers are extremely satisfied with every interaction. You will develop deep and meaningful relationships with the customer to resolve issues, educate customers on the various ways they can bank with us, and process teller transactions as required. This role will support all of MCB Branch locations on a regular basis as resourcing needs at various locations are required. Duties and responsibilities of the job include the following (but is not limited to): * Provide branch support across each MCB location on a daily/weekly basis. * Collaborates with the Market Sales Manager, to drive growth / generate leads, and referrals for new business, through prospecting, cold calling, and networking. * Engage with customers to develop a positive customer experience; strive to make each customer interaction the best experience of their day. * Develop new and existing customers by understanding their financial needs, providing products and solutions to help them spend and save. * Go above and beyond for customers to strengthen and retain long term relationships. * Grow new business and drive referrals to branch colleagues and partners to support the broader financial needs of customers. * Serve as the financial liaison to customers while providing world class customer service. * Open new accounts and assist with teller transactions as needed. * Bring a positive energy and confidence to Metropolitan Commercial Bank and its customers every day. * Present a professional appearance as the face of Metropolitan Commercial Bank. Knowledge, Skills, and Abilities: * High School degree or GED required * Minimum of 2+ year cash handling experience strongly preferred * 2+ years of sales and customer service experience * Ability to consistently travel to multiple branch locations and provide support to those branch locations on a daily and/or week to week basis. * Strong listening and customer service skills * Ability to effectively ask questions and identify needs to enhance the customer relationship * Commitment to building relationships through phone engagements * Ability to problem solve and provide solutions to customer issues * Ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Perform quality work within determined timeframes * Interact professionally with other employees, customers, vendors and shareholders * Work independently while understanding the necessity for communicating and coordinating work efforts with other employees, departments, divisions, etc. * Work on ad-hoc tasks, assignments and projects as needed Potential Salary: $45,000 - $65,000 annually This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment 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. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Bankwell is a community bank that serves the lending and banking needs of businesses and residents throughout Connecticut. We strive to create a world class experience for our customers and provide high touch, high tech and high quality financial services throughout our footprint. Our mission is to provide outstanding service and give back to the communities we serve. More about Bankwell can be found at ******************* Summary of Position: The Universal Banker position is a multi-functional role with diverse responsibilities within the Retail Branch. This individual will be responsible for opening new accounts, managing customer account maintenance and servicing, as well as conducting teller transactions and assisting with the management of the branch cash and vault. In addition, the Universal Banker will be required to uncover additional banking needs of the customer to deepen and enhance the relationship. All customers should be made aware of all digital and online tools to help enhance the Bankwell experience. Key responsibilities may include, but are not limited to the following: Actively listening to the customer to assess their needs, meet those needs and deliver on the services promised Cross selling bank products and services by understanding the diverse needs of each customer Performing all Sales and Lead Teller responsibilities Maintaining vault and ATM cash within required limits Processing customer transactions in an accurate and timely manner Proactively assisting in coaching the branch staff to have better consultative conversations Leading by example by greeting lobby customers and answering the phone in a professional and courteous manner Obtaining all necessary information and documentation for new accounts Handling routine inquires and serving as a filter for customer feedback Ensuring daily activities comply with applicable regulations, policies and procedures Assisting with daily, weekly and monthly branch and ATM reconciliations, balancing of general ledgers, and other operational duties including audits, etc. Assisting in opening and closing the branch Assisting other branch personnel or performing other duties as required In absence of the Branch Manager or Assistant Branch Manager, the Universal Banker is responsible for managing the branch Requirements Qualifications, Knowledge, Skills, and/or Abilities: Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry Excellent verbal and written skills Digital fluency Customer service skills or prior quality sales experience Strong communications skills including problem solving, task completion and customer focus Interpersonal skills are a must, with the ability to deal with difficult situations and customers Must be a team player Detail oriented with the ability to handle confidential and sensitive information Strong sense of integrity and personal ethics Cash handling, processing and mathematical skills Ability to lift up to 10 pounds occasionally and or a negligible amount of lifting frequently or constantly to move objects Willingness to work alternating shifts and Saturdays Minimum 1-3 years relevant experience in consumer, business banking or retail services This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process.

This position is the Client Ambassador for Guilford Savings Bank (GSB) with the overall purpose of providing superior client service, quality, and efficiency to clients who interact with the Bank, and expand and strengthen client relationships via various channels such as telephone, email, and chat. This position will have a thorough understanding of GSB's Retail product offerings as well as the client's transaction requirements and be able to effectively communicate all available options to them. A Call Center Universal Banker will respond to client inquiries, provide client education with regards to GSBs products and services, with a heavy emphasis on providing tier one client support for the Bank's online and mobile banking products, and make recommendations/referrals for new products that may enhance the client relationship. They will also be responsible for service to both new and existing clients by telephone, e-mail, live chat and other direct-to-consumer means. The position recognizes sales opportunities from incoming calls, chats, and other lead-generators and makes the appropriate cross-sell or referral to ensure client satisfaction. The position handles all financial transactions in an efficient, friendly and accurate manner. Follows Bank policy and regulations regarding Bank Security Act (BSA), Currency Transaction Reporting (CTR), Office of Foreign Assets Control (OFAC), Client Identification Program (CIP) and any others impacting front-line client transactions. GENERAL DESCRIPTION OF DUTIES: With a firm understanding of the Retail bank products/services and the client's current relationship, a UBI troubleshoots client service problems and offers information on Bank products and services that can benefit the client and enhance their banking relationship. Carefully evaluates needs of potential clients and offers appropriate financial products and services resulting in referrals. Responds to all inbound client communication to the Bank (internal & external) in a professional and courteous manner, following all internal policies. Navigate multiple computer applications while interacting with clients. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business. Uses client interactions as an opportunity to educate clients on Bank's products and services, including deposit accounts. Exercises sound client service skills to identify clients' needs. Fully explains the features and benefits of the Bank's accounts and services making appropriate referrals based on clients' needs. Provides follow-up with client as necessary to ensure a timely resolution and client satisfaction. Assists in resolving client disputes in a friendly and timely manner. Responsible for utilizing the CRM and call center software to authenticate clients and maintaining a record of all inbound and outbound calls and following up as necessary. Acts as an expert and trusted resource for all direct-to-consumer products including online & mobile banking, mobile check deposit, bill pay, funds transfer, online statements, telephone banking, ATMs, and the Bank's corporate website, among others. Completes department related tasks including, but not limited to online bill pay maintenance, placing lock-out list calls, and group email inbox monitoring. Maintains a pulse on issues with products and services including availability (i.e., system failure). Is skilled in assisting the client and ensures rapid notification of the problem to appropriate colleagues. Collaborates with other departments within the bank to promote sharing of product knowledge and workforce synergy. Manages multiple priorities and is accountable for own performance. Participates in quality assurance process by attending monthly QA in conjunction with supervisor monitoring. Maintains a professional appearance and exhibits behavior that is in accordance with Bank policy and standards. Must be able to work extended hours and a changing weekly schedule, as well as Saturday hours. Completes all required compliance training on an annual basis. Performs other duties as required. DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research BASIC KNOWLEDGE & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY: Superior verbal and written communication skills as well as a general understanding and knowledge of banking products and services. Possesses basic proficiency with computers and current technology, and strong interpersonal, organizational, and time management skills. Previous client contact experience is required. Proficiency in Microsoft Office (OUTLOOK, EXCEL, and WORD) is required. EDUCATION REQUIRED: High school diploma or general education degree (GED) EXPERIENCE REQUIRED: One + years related client/client service experience. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. GSB is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. GSB participates in E-Verify. EOE/AA/M/F/D/V

Supervise and manage the Service Line with processing a variety of financial transactions, while providing excellent customer service. Assists with training, coaching and balancing, and ensures adherence to established Bank policies and procedures. Prepare and manage scheduling to ensure adequate coverage. Assists with more complex tasks by providing support to the Branch Manager/Assistant Branch Manager performing Universal Banker duties as needed. Contributes to overall Branch goals through the sales process. The Universal Banker is a prime position within the branch, performing tasks associated with transacting customer requests, managing staff, and identifying new business opportunities with current and potential clients. Implement new outreach calling programs and required sales activities. Familiar with all products and services to be able to assess customer needs and recommend solutions that most benefit the customer and the Bank. Cross-sell and up-sell bank products and services by answering inquiries and informing customers of new offerings. Coach team members on identifying sales opportunities and referring to appropriate internal business partners to achieve both Bank and individual sales revenue goals. Manage and support team members in their professional development through coaching, training, and recognition. Perform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information. Provide excellent customer service at account opening, closing or servicing, using extensive knowledge of all required application systems. Obtain all necessary new account documents and adhere to KYC and CIP guidelines. Ability to use sound judgment in decision making and problem solving during the absence of a manager or assistant manager. Make daily overdraft decisions when a manager is unavailable. Perform daily, monthly, quarterly and annual audits to ensure operational soundness. Perform all Universal Banker functions during staff shortages. Open and close the branch in adherence to the Bank operation and security procedures. Must be willing to work flexible shifts including Saturdays and be willing to cover other branches when needed. All employees are expected to comply with the Bank's policies and procedures relative to BSA/AML/CIP/OFAC, etc. while performing their assigned job responsibilities. Requirements Excellent organizational, interpersonal and communication skills Attention to detail while multi-tasking Strong math aptitude and excellent customer service ability Ability to build and maintain customer relationships Must be a team player with willingness to work in other branches on an as needed basis Strong sense of integrity and personal ethics Demonstrate competency and accountability with the Bank operational standards Strong working knowledge of Bank products and services Experience Minimum of 1 to 2 years banking and cash handling experience Basic PC, MS Word and Excel proficiency Experience in customer service and/or sales experience Education Associate degree or 1 -3 years of relevant experience in consumer, business banking or retail services.

Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.

*ATTENTION COLLEGE SOPHOMORES, JUNIORS & SENIORS* An internship with Northwestern Mutual- Stamford, Westport, and Fairfield provides students a real world, COLLABORATIVE, CONSULTATIVE, CHALLENGING opportunity. Our interns work hand in hand with credentialed Wealth Management Advisors & clients to establish & build holistic financial plans that help clients achieve short- & long-term financial goals. Financial Representative Interns at Northwestern Mutual - Stamford, Westport, and Fairfield help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Obtain your Life, Accident & Health License from the state of CT Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation & Benefits Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, accident, health) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company (2021) Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020 4.75+ million clients and growing $224 billion (retail investment client assets held or managed) Forbes' Best Employers for Diversity (2018-2020) Unsurpassed financial strength Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) YOUR SKILLS · Strong academic performance and active involvement in clubs/organizations · Devoted work ethic · Ability to work both independently, as well as part of a team · Self-motivated, driven, goal-oriented · Sociable, outgoing, enjoys meeting new people LOCATION Stamford, CT United States (Westport + Fairfield roles available too) Work Authorization · US work authorization is required

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

Greenlawn, New York Salary Range: $21.98/hr - $32.97/hr Hiring immediately. $2,000 new hire sign -on bonus! Wouldn't it be great to build your career at a bank that's known for putting the best interests of their customers first? That's exactly who we are, come grow with us at Apple Bank! What we offer: • $2,000 sign-on bonus payable after completing 6 months of employment • Excellent starting salary plus incentives • Comprehensive employee benefits package, including medical, dental, vision, pre-tax transit, health and life and disability insurance • Paid vacation time, sick time and 11 company paid holidays • 401k (with up to 4% match) • Up to $5,250 tuition reimbursement The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficientlyR Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service. Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to. Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Build and maintain technical and professional knowledge by attending educational workshops. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

As part of the Retail Branch team, the Part-time Universal Banker-Float is accountable for client service delivery to those who prefer face-to-face interaction with GSB to expand and strengthen client relationships while processing a variety of financial transactions and maintaining accuracy. The position will provide education about GSB sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client's needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards. This individual will be required to travel between all branch locations as needed. Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients, local businesses, and community organizations through in person and planned appointments. Open new accounts, including checking, savings, and other deposit accounts. Assist with account maintenance, such as updates, closures, and changes. Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable. Risk Management and Compliance: Ensure compliance with all banking regulations, policies, and procedures. Implement effective risk management practices to safeguard the bank's assets and reputation. Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud. Performance Monitoring and Reporting: Contribute to the overall operational efficiency and success of the branch. Utilizing CRM platform to capture client interactions to create opportunities for relationship building, process improvement, and operational efficiency. Perform other duties as assigned. Development and Training: Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience. Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates. Participate in daily jumpstarts with staff, planning relevant topics to share and discuss. DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. GSB is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. GSB participates in E-Verify. EOE/AA/M/F/D/V

Supervise and manage the Service Line with processing a variety of financial transactions, while providing excellent customer service. Assists with training, coaching and balancing, and ensures adherence to established Bank policies and procedures. Prepare and manage scheduling to ensure adequate coverage. Assists with more complex tasks by providing support to the Branch Manager/Assistant Branch Manager performing Universal Banker duties as needed. Contributes to overall Branch goals through the sales process. The Universal Banker is a prime position within the branch, performing tasks associated with transacting customer requests, managing staff, and identifying new business opportunities with current and potential clients. Implement new outreach calling programs and required sales activities. Familiar with all products and services to be able to assess customer needs and recommend solutions that most benefit the customer and the Bank. Cross-sell and up-sell bank products and services by answering inquiries and informing customers of new offerings. Coach team members on identifying sales opportunities and referring to appropriate internal business partners to achieve both Bank and individual sales revenue goals. Manage and support team members in their professional development through coaching, training, and recognition. Perform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information. Provide excellent customer service at account opening, closing or servicing, using extensive knowledge of all required application systems. Obtain all necessary new account documents and adhere to KYC and CIP guidelines. Ability to use sound judgment in decision making and problem solving during the absence of a manager or assistant manager. Make daily overdraft decisions when a manager is unavailable. Perform daily, monthly, quarterly and annual audits to ensure operational soundness. Perform all Universal Banker functions during staff shortages. Open and close the branch in adherence to the Bank operation and security procedures. Must be willing to work flexible shifts including Saturdays and be willing to cover other branches when needed. All employees are expected to comply with the Bank's policies and procedures relative to BSA/AML/CIP/OFAC, etc. while performing their assigned job responsibilities. Requirements Excellent organizational, interpersonal and communication skills Attention to detail while multi-tasking Strong math aptitude and excellent customer service ability Ability to build and maintain customer relationships Must be a team player with willingness to work in other branches on an as needed basis Strong sense of integrity and personal ethics Demonstrate competency and accountability with the Bank operational standards Strong working knowledge of Bank products and services Experience Minimum of 1 to 2 years banking and cash handling experience Basic PC, MS Word and Excel proficiency Experience in customer service and/or sales experience Education Associate degree or 1 -3 years of relevant experience in consumer, business banking or retail services.

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