Personal banker jobs in Quincy, MA - 778 jobs

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months 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 Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skill Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening 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 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. Shift: 1st shift (United States of America) Hours Per Week: 40

A leading financial institution in Boston seeks a Private Banker to develop, manage, and retain high net worth client relationships. The role involves providing financial advice, ensuring compliance with regulations, and utilizing strong relationship management skills. Candidates should possess a Bachelor's degree and five years of relevant experience in private wealth management. This position offers competitive salary and comprehensive benefits. #J-18808-Ljbffr

We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships Key Responsibilities Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects. Conduct valuation, cash flow projections, and scenario/sensitivity analyses. Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector. Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams. Prepare presentations, memos, and investment packages for internal approvals and decision-making. Support the structuring and execution of debt and tax equity financings under senior team guidance. Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making. Help track and organize documentation for transactions and financing processes. Qualifications Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus). 2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred). Strong technical skills in financial modeling, valuation, and Excel-based analysis. Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing. Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials. Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously. Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus What we offer Steady job in an international company Professional growth in fast developing team experienced in the field of renewable energy Hybrid working model Flexible working hours Day off on your birthday Benefits package: Private medical care Sharing the costs of professional training & courses 401 (k) 📩 Apply now and help us power a cleaner tomorrow.

About the Company We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us. As we scale production and expand operations, we're building out our finance function - and that's where you come in. About the Role As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems. This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company. What You'll Do Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs. Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements. Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting. Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting. Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups. Contribute to financial models for pricing, proposals, and project forecasting. Help design and implement scalable financial processes and ERP tools as the company grows. Ensure compliance with internal controls and support audit preparation. Support processes related to DCAA compliance and government contracting as the company expands into defense programs. What You Bring Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred. Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment). Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus. Technical Skills: Strong knowledge of cost accounting principles and GAAP. Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling). Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar). Strong understanding of manufacturing processes, BOMs, Routings and inventory control. Soft Skills: Entrepreneurial mindset and eagerness to build from the ground up. Analytical, detail-oriented, and comfortable in a fast-moving environment. Excellent communication and collaboration skills across technical and non-technical teams. Why Join Us Be part of a pioneering team in autonomous marine technology. Help shape the finance and cost accounting systems for a growing startup. Career growth opportunities as we scale - potential to move into senior finance or operations roles. A mission-driven, innovative culture that values initiative, curiosity, and collaboration. Compensation package Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO Equal Opportunity Statement Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.

Job Level : Any Level of Education : Job Type : Full-Time/Regular Date Updated : 11/20/2025 Years of Experience : Any Starting Date : Invalid Date Salary : $0 Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community. ESSENTIAL DUTIES & RESPONSIBILITIES Perform all Personal Banker I duties: Demonstrate awareness, commitment and dedication to servicing and building customer relationship Gain full knowledge of the products and services offered by the Bank Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services Responsible for operational compliance and adherence to bank policies and procedures Gain full understanding and knowledge of the teller function Consistently deliver exceptional customer service Research and analyze data in order to resolve more complex customer problems. Answer customer questions with accounts and transactions and explore ways to resolve difficult issues Develop and maintain knowledge of products and services; stay abreast of changes and anticipate which products and services may benefit customers in order to communicate offerings Assists in training and development of tellers and personal bankers; communicates with bank Retail Trainer and participates in assigned training activities Assists and acts as backup to Assistant Branch Manager, Teller Manager, or Head Teller as needed Perform additional duties as requested, needed or assigned Experience and Skills JOB REQUIREMENTS Knowledge required for Personal Banker I role: Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings Ability to lift 30 pounds Basic knowledge of keyboard and computer skills Ability to perform basic arithmetic operations with the use of a calculator Must have basic business acumen and professionalism Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated Must have reliable transportation Fluent in written and verbal English Willing to become a Notary Public in MA Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing) EDUCATION & EXPERIENCE High School Diploma or GED Two plus years of teller or cash handling experience with accurate balancing record Customer service experience and/or sales experience preferred Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. PAY RANGE: $22.57 - $29.35 - hourly The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Back to job search

We have a Unique opportunity to join our Municipal Banking team as part of the 2026 Municipal Banking Rotation Program. This position reports directly to our Sr. Municipal Leadership Team and will work closely with other teams across the Bank. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about learning new things, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for - then come join us! Important Dates Application portal will be open January 2026 Applications will be received until March 28, 2026 Final Decisions will be made by April 18, 2026 Offers must be accepted by May 9, 2026 Position Overview The Municipal Banking Rotation Program is a 3-year rotational program designed to help you launch a challenging, accelerated and rewarding career. You'll have the tools to build a strong foundation across all the products and services available to support our Municipal client base, while also building strong client relationship skills. Throughout your rotations, you'll be an integral part of the team and have a wide variety of hands-on experiences. You'll develop a thorough understanding of our UniPay product and platform, while also learning the fundamentals of relationship management. Ongoing training will provide an in-depth look into critical teams and support functions, offering you a unique perspective across the Bank. You'll receive ongoing mentorship and career development from seasoned leaders and executives across UniBank, helping you build the necessary skills, competencies, and experiences to accelerate your career. Challenging team and individual projects, client interaction, and broad business exposure will allow you to develop a strong foundation. UniPay Rotation: Year 1 The foundation of our Municipal Banking Rotation is a solid understanding of the UniPay product and platform. As part of the on-the-job UniPay training, by the end of year one you will: Become skilled in understanding the UniPay system capabilities, both back-end and front-end, by pairing up with designated UniPay support staff and relationship managers for informational sessions and training, both in the office and on the road visiting municipal clients. Be able to provide a comprehensive UniPay demo without assistance and become skilled at discussing system enhancements and their functionality. Identify sales opportunities by reviewing client portfolios and recognizing how UniPay can create efficiencies and streamline processes for various municipal departments. UniPay Training will continue into the 2 nd and 3 rd year rotation as it is essential to maintain UniPay skills learned in year one. The development of the UniPay system is ongoing and staying up to date on newly added features and functionality is vital to be successful in this training program. Participants will also participate in the UniBank Explore, Early Career Training Program. Municipal Banking Rotation: Year 2 & 3 The Municipal Banking Rotation is a combination of on-site and client facing interactions. By the end of year 2, you will: Acquire a complete understanding of all municipal banking products and cash management services and be able to discuss with fluidity. Become skilled in piecing together why a client or prospect would need or want a particular account or service the Bank offers and learn techniques of how to approach and present this information to existing or prospective clients. Develop effective and polished verbal and written communication skills. Identify potential sales opportunities and customer trends by reviewing various municipal reports, understand the importance of pre-call planning, implement an effective calling program, and learn to create reports for sales tracking and calling efforts. By the end of year 3, you will: Know who your competitors are, what services they offer, and what distinguishes UniBank from them. Master the milestones from year 1 and 2 rotation. Attend municipal association meetings and conferences as required, build confidence in navigating the room and interacting with clients in social settings. Participants will also Participate in the UniBank Client & Relationship Sales Programs. Education, Training and Work Experience Bachelor's degree in business related field required. Professional experience in a finance, sales, or other customer-facing position through internships, part-time or full-time work, and/or extracurricular activities preferred. Excellent verbal, written and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Willingness to travel as needed. About UniPay & UniPay Direct UniPayDirect TM , Inc. was founded in 2009. A subsidiary of UniBank, UniPayDirect offers a user-friendly, state-of-the-art online and over-the-counter payment solution that streamlines processing and administration. The product, UniPayDirect TM , is based off of UniBank's corporate product, UniPay Gold TM , which is sold directly to banks, municipalities, government agencies, and organizations throughout Massachusetts. UniPay is a proprietary, open-ended, and highly flexible online payment platform that streamlines online payment processing, allowing you to accept electronic payments and credit card payments quickly and securely online. UniPay allows for one-time and reoccurring payments, registration-based payments, electronic invoicing and much more. UniPay online payment processing services apply to small, medium, and enterprise businesses and non-profits and can be customized to suit your specific needs. The levels of customization range from a very simple and straightforward payment screen to one with more robust and sophisticated functionality including pre-populated forms and interface capabilities. About our Municipal Banking Team UniBank is one of the few community banks in Massachusetts to develop an entire department exclusively committed to the municipal industry. Our Municipal Banking Division is highly regarded in the municipal marketplace with over 215 collective years of experience doing business with more than 85% of the 351 cities and towns across the Commonwealth. About UniBank We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses, and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. We are unique. Unique to people. Unique to business. Unique to local government. We are UniBank. Bank Different. Bank Unique. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. UniBank is committed to fair, competitive, and market-informed pay for our employees. The estimated salary range for this position is $55,000 to $65,000. Final offer will be determined based on a particular candidate's unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees and so it is rare to have an initial employment offer at the top of a positions pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability. Participant in E-Verify

As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers. At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us. The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value. : * Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing. * Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required. * Represent and be the lead for Supply and Trading on various projects and opportunities. * Prepare and present management reports as needed. * Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness. * Prepare and present risk/return reports on opportunities and analysis as necessary. * Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc. * Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets. * Support Supply and Trading on acquisitions and larger projects. Additional Job Description: * Exceptionally strong interpersonal and communication skills * Outstanding ability to work collaboratively * Excellent attention to detail * Excellent time management and multi-tasking skills * Proficiency with Microsoft Excel * 5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending. * Previous experience supplying marketing. * Knowledge in refinery operations a significant plus. * Strong industry knowledge and relationships with counterparts. * Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus. * Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus. * Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands * Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously * Willingness and desire to learn new skills and take on new responsibilities * Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field Pay Range: $182,300.00 - $291,500.00 The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors. Our Commitments to You * Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development. * Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support. * The Road Ahead - We offer 401k and a match component! * Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service. What to Expect From the Hiring Process (old GPS of the Interview Process) We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you. A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match. Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward. Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK. * Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Structured Products Trader - SLC Management What is in it for you: As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills. What You Will Do: Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. Generate trade ideas to contribute to client portfolio outperformance. Execute trades across multiple product types. Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products. Develop and maintain strong relationships with broker-dealers. Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests. Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency. Support growth by working on prospective client portfolio reviews, finals presentations, etc. What You Will Need to Succeed: 5+ years of related experience. Experience trading structured products, including CMBS, MBS, ABS and/or CLOs. Bachelor's degree or higher. Proficient in Bloomberg and Microsoft Office products. Preferred Skills: CFA and/or master's degree. Proficient in Intex and Aladdin. Experience with PowerBI and programming languages is a plus. For US based candidates the full compensation range is $105k - $171k. Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Public Fixed Income Management We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice .

Full-time Description Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required. Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour. Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $21.50 per hour. Do you have three years or more of experience? The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers. Researches and resolves customer inquiries and problems. Adheres to compliance regulations and operational policies and procedures. Cross-sells Bank products and services to meet customer needs. Processes financial transactions accurately and timely, balances within percentage guidelines. Assists with day-to-day operations of the branch. Provides coverage at any location required. Performs additional duties as requested. The pay range for this position $18.50 to $21.50 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. 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, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements Six months or more of customer service experience. High school Diploma or equivalent. Possesses strong customer service and excellent communications skills. Ability to quickly learn and properly use various software programs. Bilingual in Spanish or Portuguese is a plus.

Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!

Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about. JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Business Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it serves. In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services. Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Bank's system of record. Participate in team meetings, contribute toward branch sales goals, engage in divisional campaigns, and celebrate team successes. Customer Experience Deliver an exceptional customer experience every time by: Making a personal connection with every customer. Uncovering their financial needs through meaningful discussion and exploration. Making educated product and service recommendations based on expert knowledge of same. Providing financial solutions that meet the customer's needs. Following up to ensure satisfaction. Business Acumen and Technical Knowledge Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services. Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank. Demonstrate the ability to build relationships and alliances with customers and colleagues. Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management. Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook). Proficient using the Internet (mobile and desktop) to search for and locate information. Banking Operations Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. As all Salem Five retail positions are required to have ‘universal' branch banking skills, must have / develop a full working knowledge of both the traditional ‘sales' and ‘teller' functions and routinely perform both. Education and/or Experience High school diploma, or equivalent required. Three-five years' experience in a retail or banking environment or early mastery of Universal Banker II responsibilities required. Some supervisory or management experience required. This position is a ‘key-holder' and as such, is a member of the branch management team, opening/closing the branch as schedules dictate. In the absence of a Manager and/or Assistant Manager, serves as the ‘manager on duty'. Demonstrates leadership abilities, uses sound judgement in decision-making, and serves as a coach for junior staff members. In coordination with the Branch Manager, develops business outside the bank through active engagement in the community, attending networking events, and either jointly with internal business partners or independently conducting business calls on customers and prospects. Proven success in delivering a superior experience in a customer-centric environment. Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing System and individual records to be in good standing. Individual NMLS IDs renew annually Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range: $52,000 - $65,000 plus incentives The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future. Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970. No unsolicited resumes accepted from agencies.

Job Description Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people. OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves. 2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries. 3. May manage Personal Banker Portfolio. 4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance. 5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. 6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. 7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. 8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement. 9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible. 11. Non-Certified with the expectation to work towards full certification as UB II within 9 months 12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law. FULL-TIME BENEFITS: 401(k) Employee Pension Paid Time Off (PTO) Parental Leave Tuition Reimbursement Begins first of the month following date of hire: Medical, Dental, Vision Critical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance Program Flexible Spending Account Dependent Care Account Health Savings Account VISIT OUR WEBSITE: ************************************* LINKEDIN: *************************************************************

It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution. Responsibilities * Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills. * Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. * Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment. * Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals. * Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately. * Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education * High School Diploma or its equivalent is required * some college Work Experience * 1-2 years Banker or similar customer service-related experience within banking is required Knowledge, Skills, and Abilities * Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. * Demonstrated customer service, sales, organizational, communication, and interpersonal skills. * Must possess strong attention to detail. * Must possess at least intermediate technology skills, including knowledge of Microsoft Office. * Must be able to work extended and weekend hours. * Scheduling and work location flexibility required. * Must be able to sit for extended periods of time. * Must be able to stand for extended periods of time and lift 25 pounds. Licenses and Certifications * Must attain designation of Notary Public within 6 months. Required Expected Pay Range From: $37,927 To: $54,024The pay range is the salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities

About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. We are looking for an experienced and enthusiastic Universal Banker (Float) to join the team in our Rowley branch and travel to other local branches on an "as needed" basis. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team then please apply today! NOTE** Due to the need to "float" to local branches this role will require a vehicle, as many branches are not accessible via public transportation. Principal Duties and Responsibilities • Process financial transactions including deposits, withdrawals, check cashing and loan payments • Provides excellent customer service, identifies customer needs, and suggests appropriate line of products • Proactively develops new customer relationships and expands relationship with existing customer • Research and resolve all customer problems and inquires • Interview consumer loan applicants. Submit and close consumer and equity loans • Educates customers on all products and services and alternate delivery channels • Cross sell products and services • Engage in outside business development activities including cold calling and community involvement • Contribute to the overall branch goals in sales and service Job Specifications • High School diploma or GED required • Previous teller experience and cash handling experience • Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook) • Good oral and written communication skills • Detail oriented and good organization skills • Good working knowledge of all bank operating procedures, practice and policies • Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines • Ability to analyze situations and solve complex issues

The Mobile Banker position requires the ability to travel to any of the nine branches in our network including Hudson, Marlborough, Westborough, Framingham, Leominster, Shrewsbury, Northborough and Clinton. Experienced relationship bankers will be considered for higher level positions. Overview: Proactively explores customer needs and recommends solutions to expand and retain retail and business relationships. Performs a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Contributes to the fulfillment of branch and company goals and objectives. Primary Responsibilities: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers: Provide efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc. Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support. Educate customers on available banking products and services, identifying opportunities to deepen relationships by making referrals and sales in line with established targets. Open new consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements. Represent the Bank in the communities it serves by participating in civic/community organizations to assist in brand awareness and supporting the Bank's mission of being a dedicated and responsible corporate citizen. Other Responsibilities: Perform related and unrelated duties as may be required. Requirements High School diploma or equivalent. Minimum of one year experience in a cash handling, customer service, administrative, or related role. Previous banking experience strongly preferred. Strong customer service, communication, problem solving and organizational skills. Must be comfortable demonstrating basic math skills and have familiarity of U.S. currency. Understanding of basic social media concepts and willingness to incorporate into retail banking culture. Previous experience with MS Office applications and the ability to adapt to new software systems. Schedule will include extended and/or weekend hours. Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled Member FDIC/DIF PM21 Salary Description $20-$22/hour

Full-time Description This position will cover all three of Savers Bank Western regional branches located in Charlton Ma, Southbridge Ma and Sturbridge Ma. Location and length of assignment at any of the named locations are based on the needs of the branches. Milage reimbursement is provided. Reliable Transportation is required. POSITION FUNCTION: The Senior Universal Banker is a cross-trained banking professional responsible for delivering exceptional customer service while managing teller, personal banking, and loan processing functions. This role focuses on relationship management, sales growth, compliance, and operational excellence. The position requires strong multitasking skills to balance transactions, product sales, and customer service activities in a fast-paced retail banking environment. This full-time, non-exempt position reports to the Retail Administration Officer. Key Responsibilities Customer Transactions & Service · Accurately process a wide range of customer transactions, including deposits, withdrawals, check cashing, transfers, loan payments, night drop, and ATM transactions while adhering to dual control procedures. · Address customer inquiries, resolve issues, and handle complaints promptly and professionally. · Provide guidance on banking products and services, ensuring an excellent customer experience. · Monitor transactions for potential fraud, verifying account details and fund availability. Account Maintenance / Banking System Use · Open and maintain consumer and business deposit accounts, debit cards, check orders, wire transfers, stop payments, and safe deposit services. · Administer online banking services, reset passwords, and resolve digital banking issues. · Assist customers with loan applications, advances, disbursements, and payoffs. · Perform account updates and maintenance, ensuring accuracy in customer records. Cash Handling & Operational Compliance · Balance personal cash drawer and assist with ATM, vault, and recycler balancing. · Conduct end-of-day branch balancing procedures, maintaining accurate logs and reports for audits. · Ensure compliance with all cash handling, balancing, and security protocols. Relationship Building & Sales Support · Identify customer needs and provide tailored banking solutions through consultative selling. · Actively promote and cross-sell bank products and services to deepen customer relationships. · Track and document sales activities using CRM tools. · Participate in branch promotions, marketing campaigns, and community outreach events. · All other duties as assigned. Compliance, Security & Risk Management · Maintain up-to-date knowledge of banking regulations, compliance policies, and security procedures. · Process BSA reporting, including Currency Transaction Reports (CTRs), Suspicious Activity Reports (SARs), and monetary instrument logs. · Participate in branch operations such as opening/closing procedures, dual control processes, and audits. · Monitor drive-thru and lobby activity to enhance security and deter fraud. Community Engagement & CRA Participation · Support the bank's commitment to community involvement by participating in CRA initiatives and volunteer opportunities. · Represent the bank at community events to promote financial literacy and services. PHYSICAL DEMANDS: · Frequently moves about within the branch environment to interact with clients and staff. · Operates computers, phones, and office equipment continuously throughout the workday. · Remains seated for extended periods while performing desk-based tasks. · Occasionally lifts and carries objects under 20 lbs., such as supplies, ledgers, or promotional materials. · Occasionally travels between branch locations and external events. DISCLAIMER Savers Bank is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status. Requirements SKILLS & QUALIFICATIONS: Education High school diploma or equivalent required; bachelor's degree in finance, business, or a related field preferred. Experience Minimum of 2 years of experience in relationship selling within a bank or credit union, with a proven track record in cross-selling banking products and services. Familiarity with consumer loan processing, portfolio management, wire transfers, and digital banking platforms. Skills Exceptional customer service, consultative selling, and relationship-building skills, with the ability to identify and address customer needs effectively. Strong math, computer, and transaction processing skills, along with proficiency in banking software, CRM systems, and office equipment. Knowledge of financial regulations, compliance standards, and security protocols, with a commitment to accuracy, vigilance, and adherence to cash handling and security procedures. Salary Description $19.75 - $24.25 hourly

Medfield, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **Job Description:** This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. **Responsibilities:** - Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities - Assists, educates, and trains clients on conducting simple transactions through self-service technologies - Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy - Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping - Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements **Required Qualifications:** - Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment - In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months - 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 - Confident in identifying solutions for helping new and existing clients based on their needs - Strong written and verbal communications skills - Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) - Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances - Applies strong critical thinking and problem-solving skills to meet clients' needs - Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously - Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) - Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** - Associate's Degree or Bachelor's Degree in business, finance or a related field - Experience working in a financial center where goals were met or exceeded - Retail and/or sales experience in a salary plus incentive environment - Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded - Experience with financial information, spreadsheets and financial skill - Knowledge of banking products and services - Strong computer skills including Microsoft applications and previous experience utilizing laptop technology **Skills:** - Active Listening - 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 _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._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Level : Any Level of Education : High School/GED Job Type : Full-Time/Regular Date Updated : 01/09/2026 Years of Experience : Up to 2 Years Starting Date : Invalid Date Salary : $0 Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities. Be a passionate advocate of Needham Bank, demonstrating its core values within the community. Qualifications: To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties. ESSENTIAL DUTIES & RESPONSIBILITIES Perform all Personal Banker I duties: Demonstrate awareness, commitment and dedication to servicing and building customer relationship Gain full knowledge of the products and services offered by the Bank Provide a complete range of customer services at the bank, including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts Promote bank products, contributes to referrals and refer or resolve customer inquiries concerning accounts or other banking services Responsible for operational compliance and adherence to bank policies and procedures Gain full understanding and knowledge of the teller function Consistently deliver exceptional customer service Develop and maintain knowledge of products and services; stay abreast of changes and anticipate which products and services may benefit customers in order to communicate offerings Assists in training and development of tellers and personal bankers; communicates with bank Retail Trainer and participates in assigned training activities Assists and acts as backup to Assistant Branch Manager, Teller Manager, or Head Teller as needed Perform additional duties as requested, needed or assigned Experience and Skills JOB REQUIREMENTS Knowledge required for Personal Banker I role: Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings Ability to lift 30 pounds Basic knowledge of keyboard and computer skills Ability to perform basic arithmetic operations with the use of a calculator Must have basic business acumen and professionalism Ability to build strong relationships and alliances across the organization, exceed customer expectations, ability to adapt to change, reliable and highly motivated Must have reliable transportation Fluent in written and verbal English Willing to become a Notary Public in MA Ability to adhere to Needham Bank's Core Values ( Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing ) EDUCATION & EXPERIENCE High School Diploma or GED Two plus years of teller or cash handling experience with accurate balancing record Customer service experience and/or sales experience preferred PAY RANGE: $22.57 - $29.35 - hourly The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Back to job search

It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution. Responsibilities Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker II is proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney, basic IRAs, foreign wires, safe deposit box opening and basic consumer and real estate lending products, among other technical and people skills. Operational Excellence - Ensures quality and accuracy of work. The Banker II possesses a firm understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment. Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals. Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately. Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is required some college Work Experience 1-2 years Banker or similar customer service-related experience within banking is required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds. Licenses and Certifications Must attain designation of Notary Public within 6 months. Required Expected Pay Range From: $37,927 To: $54,024 The pay range is the salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities