Personal Banker Jobs in Vernon, CT

Financial Representative | Financial Advisor | Wealth Management Advisor West Hartford, Connecticut Our financial professionals at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open. The Financial Planning Career with Northwestern Mutual allows the opportunity to: Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm's exceptional network of financial specialists and leaders. Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team. Qualifications: Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. Located in or near the Greater Hartford region. 4-year bachelor's degree or equivalent professional work experience. Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided. Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future. Ability to work in a fast-paced, highly productive, and value-driven environment. Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships. Compensation & Benefits: Performance-based earnings and revenue ( annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client advising and policy management Bonus programs and expense allowances Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Leadership + Professional Growth Opportunities Award-Winning Training + Mentoring Program Personalized Mentorship from Top Advisors and Industry Leaders About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 4.75 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. Northwestern Mutual Awards and Accolades: FORTUNE 500 Rank: No. 90 Highest Financial Strength Ratings and Unsurpassed Financial Strength #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets 97% Client and Policy-owner Retention year after year Top-10 US Independent Broker Dealer Annually one of the “World's Most Admired” companies (FORTUNE Magazine) Forbes' Best Employers for Diversity (2018 - 2021) 15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine) Top 125 Training Program (Training Magazine) Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

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

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

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

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker-ME in a Chase Branch, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Builds relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is identified Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

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

Under the supervision of the Universal Banker II or other supervisors and or manager, the Universal Banker Supervisor, coaches and guides the Universal Bank Team in the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker Supervisor is expected to set the example of meeting or exceeding the expectations of Customer Service Standards and assist Universal Bankers in identifying sales opportunities, cross selling products and services including referrals to branch sales team and brokerage personnel. Must be proficient and able to instruct others in performing a variety of transactions; perform platform functions including account openings and consumer loans. The Universal Bank Supervisor uses 4 Square Coaching and In the Moment Coaching to guide and instruct Universal Bankers in exceeding the customer service standards. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Partner and guide team to actively support branch sales. Attains individual sales goals, contribute to team sales goal, develop team in building their goals. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions. Able to conduct and train others in all account opening/maintenance functions. *DEVELOPMENT OPPORTUNITIES Maintain and oversee wire authority of up to $75,000. May interview and complete consumer loan applications. May perform preliminary underwriting. May close consumer loans. May be registered for an NMLS number. Maintains a unique Identifier number through the NMLS Federal Registry. Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards. May interview customers and complete mortgage applications. May perform preliminary mortgage underwriting functions. Must have an NMLS number. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service according to the Bank's standards. Set the example for the team. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us. Constantly look for ways to improve the customer experience and communicate those ideas to branch management. Use the coaching tools (4 Square Coaching, In the Moment Coaching) to build confidence, set standards and expectations of Universal Bank Team. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Address customer complaints and escalate customer complaints to management as appropriate. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Responsible for opening and closing branch with the management team. Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.) Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin Machine, and Cash Vault. Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed). Perform all duties in accordance with prescribed regulatory compliance guidelines. *DEVELOPMENT OPPORTUNITIES May complete wire transfers. Responsible for Identifying Cross Training Opportunities and Personal Development May assist in new hire onboarding. Continuously strive to improve personal development through policy, product, and banking knowledge. Maintain current knowledge of Bank's products and services as well as policies and procedures. Attend relevant seminars and courses to update and advance knowledge and skills. Volunteer for special projects within the scope of your job responsibilities including CRA eligible activities. Participate in community events and professional relationships for the benefit of the bank. *DEVELOPMENT OPPORTUNITIES May be required to travel to other branch locations for meetings and or coverage. EDUCATION/EXPERIENCE REQUIREMENTS Associate's degree or equivalent required with 1 year to 3 years of relevant experience in banking, retail or sales. Supervisory experience preferred. Demonstrated customer service and sales skills. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Knowledgeable in all Bank policies and regulations related to branch transactions. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position. INITIATIVE Universal Banker Supervisor tasks are generally standardized, not subject to major variation. Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to management. RESPONSIBILITY Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information. SUPERVISION May Supervise 0 to 6 employees in the absence of the Assistant Branch Manager and or Universal Banker II. Responsible for overseeing the quality and quantity of work of employees performing similar work. POSITION CONDITIONS Normal. While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear. The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, monitoring computer screens

Salary Grade 6 Non-Exempt JOB TITLE: Universal Banker II - Part Time 20 Hours per week DEPARTMENT: Vernon Branch REPORTS TO: Branch Manager Position Summary: As a member of the Retail Banking team, the Universal Banker will be responsible for ensuring customer satisfaction by providing outstanding service and creating a positive overall experience for every customer. Develops and enhances customer relationships to contribute to the branch, and Bank, success. Processes routine transactions accurately and efficiently, resolves customer service issues, and pro-actively turns service opportunities into sales events. Ensures compliance in strict accordance with federal and state regulations, and bank policies and procedures. Refers customers to appropriate business partners for residential and consumer loans, investment and insurance products, and commercial business needs. Participates in business calls and community activities to develop new business relationships and to retain/expand existing relationships. Functions: Responsible for the achievement of operational (as provided by the VP of Operations and Administration) and revenue (as provided by the VP of Business Development) benchmarks Explains, promotes, sells, and/or cross-sells products and services based on customers' needs and meets or exceeds defined individual sales, referral, and service goals Retains/acquires business (Retail and Commercial) relationships through participation in active calling of existing customers and prospects. Refers customers to business partner expert for mortgages and loans, financial services and commercial business needs Serves as a primary contact for customers; accurately performs routine account transactions; opens and closes accounts; and assists customers in service inquiries Employs problem-solving skills and sound judgment and recommends appropriate solutions to resolve customer problems, concerns, requests Meets branch operations and security requirements in the opening and/or closing of the branch on a rotating basis and in the balancing of the cash vaults and ATMs. Adheres to compliance procedures and operational risk controls in accordance with any and all applicable regulatory requirements, standards, and bank policy Comply with SAFE Act requirements and Obtain/maintain a unique NMLS number Actively participates in community activities, represents Dime Bank in a favorable and professional manner Performs other assigned duties essential to the operation of the branch Knowledge, Skills, Requirements: Requires a high school diploma or GED. Strong knowledge of financial products and services, banking regulations, and National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act. The NMLS required registration process includes a satisfactory background and credit check. A life insurance license or licensure (if applicable) may also be required. Two or more years of experience in a retail environment, including sales and cash handling Adherence to compliance of all applicable Federal and State bank regulations, as well as Dime Bank policies and procedures Effective selling, cross-selling, referral skills Exceptional customer service, and strong interpersonal and customer relationship building skills Excellent verbal and written communication skills, and a demonstrated ability to interact well with all levels of personnel Strong problem-solving and negotiation skills Ability to prioritize, handle multiple tasks, and work independently Physical Demands and Condition Requirements: General office environment Ability to lift bags of coin Equipment Used: General office equipment, i.e., calculator, photocopier, etc. Computer Coin machine Bill counter Check imaging hardware ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. **Primary Responsibilities:** Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. **Scope of Responsibilities:** The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions. **Managerial/Supervisory Responsibilities:** Not Applicable **Education and Experience Required:** High school diploma or equivalent (GED) and a minimum of 1 year's proven retail sales, call center, customer service, or telesales experience Strong verbal communication skills Strong interpersonal skills Ability to interact with varying customers (consumer to small business) Ability to effectively handle difficult customer conversations Well-organized Proven time management skills Proven prioritization skills Ability to work under critical time constraints in a team environment Proficiency with internet user-level technology **Education and Experience Preferred:** Bilingual based on branch needs Proven referral and/or sales ability **Physical Requirements:** Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs. Ability to read fine print Ability to interact with customers in an open face-to-face work environment M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $19.00 - $30.92 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Vernon, Connecticut, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Job Type: Hourly, Full-Time Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties. As a Banker 2 you are responsible for: Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers. Responsibilities: Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy. Possess excellent working knowledge of all bank products and services, consumer, and business. Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs. Promote, cross-sell, and upsell bank products and services that meet customers' needs. Identify and refer customers or prospects to non-bank product associates as appropriate. Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers. Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training. Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing. Adjust to various branch traffic flows while maintaining efficiency and accuracy of work. Accurately balance self and branch office daily; order money; compile currency transaction reports. Process customer transactions accurately and courteously. Ensure that all work performed is complete and accurate. Assist in resolving problems with branch equipment, balancing, and operational issues. Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch. Education and Qualifications: High school diploma preferred. One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities ______________________________________________________________________________________________________________________________________________________________________________________ Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status. __________________________________________________________________________________________________________________________________________________________________________________________________________

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank's regulatory and compliance frameworks. Job Description Accountability: To build customer relationships in the preferred market segments: * To own the primary relationship with our clients by being the client's main contact point and to work collaboratively with specialists (ie financial and estate planners) to ensure that our clients experience the full spectrum of our value proposition. * To ensure that you achieve the required contact strategy relevant to your portfolio based on client segmentation of your bespoke portfolio. * To build, maintain and execute on client relationship plans to ensure you fully understand your clients' needs and that we hold the primary relationship with our clients. * To secure new business through interaction and engagement with current and prospective clients and leads generation and ensure new clients are fully on boarded. * Ensure retention of clients in within acceptable targets and apply remedial actions where appropriate. * Consistently achieve customer satisfaction scores as per agreed threshold by ensuring that customers are appropriately serviced in line with our value proposition. * To work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio. Accountability: Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio. * Prepare weekly for performance discussions with Area Manager Coverage to review client contact plans, client relationship plans, opportunities, successes and support required. * To review and negotiate pricing structures with clients, in line with the Absa Pricing policy to ensure that the portfolio profitability is managed optimally. * To effectively cross and up sell the appropriate products to the clients ensuring that all requirements in terms of FAIS (Financial Advisory and Intermediary Services Act), FICA (Financial intelligence Centre Act) and NCA (National Credit Act) are met. * Drive Income growth of the Portfolio through the acquisition of new clients * Analyse sales achieved against opportunities in portfolios on a monthly basis for new and existing client * Complete a monthly analysis of the profitability of the portfolio of clients including the quality of credit and make recommendations to the Area Manager Coverage if actions are required for identified clients. Accountability: Protecting our assets through appropriate levels of Risk and Credit Assessment * Co-Manage high risk clients' accounts in collaboration with Risk stakeholders * Ensure transparency and open dialogue between credit and the client by communicating the client's requirements, by means of properly motivated and well-articulated motivations with the required supporting documents and giving feedback on the banks' position regarding these requirements. * Assist with the development of high quality credit client solutions which are both practical and appropriate (i.e. lending structures) for clients by influencing credit with knowledge on the client's requirements as well as business and industry related knowledge * Coordinate and drive outstanding client reviews and ensure timeous finalisation. * Ensure that arrangements with clients are within the credit guidelines and that credit is informed of any special arrangements via utilisation of the prescribed systems. * Takes ownership of the portfolios risk management through consistent application the bank's regulatory and compliance framework. Accountability: Colleague and Personal Development * To act as backup for other Private Wealth Bankers in the team in case of absence or during peak times according to the agreed schedule as provided by management. * Keep abreast of developments in the industry/sector to ensure adequate client service and to support potential risks and or opportunities. * Ensure that Continuous Professional Development (CPD) hours are maintained at all times. * Complete the relevant Compliance, Risk and System, Product and role fundamental learning as per the Private Wealth Minimum learning requirements. * Attend relevant economic environmental business forums to be able to raise client conversations to a strategic level. * Subscribe to relevant segment specific initiatives and apply this knowledge to act on opportunities to maximize revenue and profitability. * Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to Absa's Values and Vision. Preferred Education & Experience * B-degree in Business, Commerce or Management Studies or equivalent NQF Level 7 qualification * Five (5) years' relevant Private or Wealth or Premium or Private Wealth Virtual Banking experience * FAIS Compliance OR * National Diploma / Advanced Certificate in Business, Commerce or Management Studies, or equivalent NQF Level 7 qualification • 8 years' experience in Private or Wealth or Premium or Private Wealth Virtual Banking, of which 4 years must be experience with Non Individuals (Professional Practice) within Private or Business Banking. Knowledge and Skills * Sales Acquisition and Business Development * Customer Relationship Management * Financial and wealth solutions and planning knowledge, including deal structuring * Relationship Banking Risk management, including credit knowledge around complex structures as well as solutions * Financial products knowledge with Superior Communication Skills Data analysis to enable da Education Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required) Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised

Job Details Meriden Branch - Meriden, CT Full Time $20.14 - $25.17 Hourly BankingCompany Details Are you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We're a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission. Benefits: Competitive compensation. Medical, Dental and Vision coverage. Paid time off. 401K contributory plan with company match. The opportunity to become involved in community outreach. Description The New Account Representative is responsible for helping establish and attain sales and service goals and to promote membership growth through the expansion of member relationships under the supervision of the Assistant Branch Manager. A New Account Representative must provide outstanding service to all members and identify and find solutions for their financial needs to better their financial lives. The position requires professionally connecting with members in a way that will drive business to the branch. In addition, the position is responsible for maintaining a professional and efficient branch, with responsibilities including but not limited to; filling in for a branch manager during an absence, following all security protocols, and fostering a positive work environment with fellow staff. Connex has a right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergency transfers to cover due to shortage or other problem. Essential Functions and Responsibilities: Serves as a financial advocate/coach for members of the CU. Works with members to explore their financial priorities, and determines helpful and achievable solutions using the CU's products and services in order to improve our member financial standing. Drives loan volume within the branch by recognizing member needs and getting them in appropriate product. Spends 30% of the time performing teller duties, including handling transactions, cash management, and providing customer service at the teller line. Work with member through entire loan process from application to closing. Performs preliminary reviews of member's financial status and effectively identifies member's needs and assists with attaining the member's financial goals. Serves as member's primary point of contact in all Credit Union matters. Researches and resolves member issues and takes ownership of those issues by resolving them personally. Follows up to ensure member satisfaction and resolution. Maintains and continually improves upon in depth knowledge of all credit union products, services, and procedures. Conducts daily outbound calls to new and prospective members in order build and expand relationships. Scheduled call nights may require after hour attendance. Assists with the appearance and professionalism of the branch. Adheres to all credit union policies and procedures and supports the culture of the organization. Performance Measurements (if applicable): Qualifications and Requirements: Associate's Degree required or equivalent work experience 1 to 3 years retail or banking experience required

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

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + **80 Washington Ave, NORTH HAVEN, CT** **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.00 - $27.69 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 20 Mar 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-443944

About this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker III is responsible for the delivery of exceptional member experiences, implementing USALLIANCE's sales and service standards by offering products and services to improve our members' financial position. Represent USALLIANCE in the community and form lasting relationships with our members and partners. Responsibilities: Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications. Maintains a proficient level of knowledge of Credit Union products, services, policies, and procedures, including promotions and special offers, during member and employee interactions. Coach team to provide sales and service excellence, provide supportive training and timely review of progress. Offer additional support to our Call Center when needed. Demonstrate working knowledge and understanding of the Credit Union's sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction. Maintain the privacy and confidentiality of Credit Union members and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency. Become an ambassador of USALLIANCE by conducting business outreach/participate in branch, community, network and SEG events to explore new business opportunities and enhance existing partnerships. Ensure CRM tool is being utilized appropriately and consistently. Maintain and assume responsibility of the team to ensure that the branch is consistent in their daily, weekly, monthly functions. Assist Branch Leaders with operational tasks as assigned including vault & ATM custodian, peer mentoring and training of new employees. Identify and communicate areas for continual improvement of business processes to support efficiency. Obtain Notary within first year in position. Travel to other locations as needed. Other duties as assigned. Who you are: 3 years of financial service industry experience with a min. of 1 year in a supervisory or management role. Proven leadership abilities. Able to manage multiple priorities and possess a strong understanding of branch processes, policies, and procedures. Strong sales background. Must have a positive “can do” attitude and high energy level. High level attention to detail. Strong customer service orientation. Excellent communications skills. Aptitude to comprehend numbers & calculations. Must obtain Notary within 6-12 months in position. Associate or bachelor's degree preferred. Bilingual (English/Spanish) is a plus. Benefits: Enjoy health, dental and vision insurance on day one of employment 401K - 100% match up to 6% Federal Holidays Work-Life Balance Career Planning Bonus Eligible EQUAL OPPORTUNITY EMPLOYER USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce. This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management. In the spirit of pay transparency, we are excited to share the base hourly range for this position is $23.43 - $28.70, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package. USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce. All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.

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

Senior Electronic Banking Specialist Join a winning team at Millbury Federal Credit Union At Millbury Federal Credit Union [MCU], our members count on us for excellence in service. We treat our employees right, so they can offer the best possible service and enjoy a lasting and successful career. MCU is currently searching for a FT Senior Electronic Banking Specialist (SEBS), 8:30am - 5pm Monday-Friday at our Millbury Office:50 Main St., Millbury, Ma Summary: The Senior Electronic Banking Specialist reports to the Deposit Operations Manager & Officer and performs a variety of financial and non-financial maintenance tasks, as well as a variety of tasks related to the daily operations of the Electronic Banking Department, including, but not limited to: online banking, wires, ACH, ATM / Debit Card, and merchant services. The incumbent is cross trained to be proficient in all Electronic Banking daily operations, rotates and works all operational areas of the department, and provides first line support for members and bank staff regarding electronic products and services. The incumbent assists the Deposit Operations Assistant Manager by acting as back-up supervisor to staff, when needed, as well as in the development and implementation of policies and procedures and provides proper training to ensure efficient and effective operations. Essential Functions and Activities: Has the ability to perform all responsibilities and duties of the Deposit Operations Specialist. Provides service and support to external members, internal bank staff, and other personnel in regards to Electronic Banking. Ensures prompt and courteous response to all inquiries. Works closely with branches to maintain member records. Coordinates the workflow with other departments, as needed. Obtains a depth of knowledge in a variety of tasks related to the daily operations of the Electronic Banking Department, including, but not limited to: processing and maintaining wire transfers, foreign currency orders, ACH, returned items, sweep accounts, savings transfer management, internet banking issues, bill payment issues, and other electronic banking functions. Maintains and orders ATM and Debit cards, monitors fraud, and processes chargebacks. Prints daily notices. Reviews daily reports for quality control and performs any necessary filing. Ensures all work is processed in compliance with BSA, OFAC, MasterCard and NEACH regulations at all times. Has thorough knowledge of regulatory and compliance issues for all services performed. Maintains confidentiality of member account information. Follows established policies and procedures in responding to inquiries and requests. Performs and verifies deposit rate changes. Monitors, processes, and submits annual Abandoned Property deposit account reporting and oversees IOLTA accounts and payments. Is proficient in all the following programs / tools necessary for operation: STARS (Bankers Bank Northeast) - Wires and Foreign Currency RIM - Returned Item Maintenance Fedline Advantage- Wires Fiserv Access Manager - Retail Internet Banking PartnerCare - CheckFree Bill Pay Transfer Management System (TMS) - Internal Transfers Fiserv EFT and Card Management System (CMS) - ATM/Debit Card System Fiserv EFT Fraud Management tools eStatements ImageView - Check Images Fiserv Source Capture Nautilus - Report View ACH Sweep Accounts Cleartouch - Core processor TranSend - Account and transaction update tool Verafin - OFAC & CTRs Other duties as assigned. Physical Requirements: The physical requirements described here are representative of those an employee encounters while performing 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, use hands to finger, handle, or feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand, walk, climb, or balance, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and / or move up to 10 pounds. The employee must be able to use a keyboard, PC, and adding machine Cognitive Requirements: The cognitive requirements described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Includes, but is not limited to: provides written and oral communication clearly, performs basic math, detects details, interprets written communication, communicates thoughts clearly, remembers short- and long-term information, researches, organizes, identifies and resolves problems, demonstrates accuracy and thoroughness, analyzes information, displays willingness to make decisions, displays professionalism, displays ability to prioritize work, and adapts to changes in the work environment. Education, Knowledge, and Experience: At least a high school diploma or G.E.D. Has thorough knowledge of regulatory and compliance issues. Is proficient in the following programs / tools necessary for operation: STARS (Bankers Bank Northeast) - Wires and Foreign Currency, RIM - Returned Item Maintenance, Fedline Advantage - Wires, Fiserv Access Manager - Retail Internet Banking, PartnerCare - CheckFree Bill Pay, Transfer Management System (TMS) - Internal Transfers, Fiserv EFT and Card Management System (CMS) - ATM / Debit Card System, Fiserv EFT Fraud Management tools, eStatements, ImageView - Check Images, Fiserv Source Capture, Nautilus - Report View, ACH, Sweep Accounts, Cleartouch - Core processor, TranSend - Account and transaction update tool, Verafin - OFAC & CTRs. Has a depth of knowledge on MCU's Electronic Banking Department and its variety of tasks, policies, and procedures. General understanding of math, computers, and Microsoft Office applications. Skills and Abilities: Excellent verbal and written communication skills / interpersonal skills / customer service skills. Ability to problem solve. Excellent organizational skills and attention-to-detail. Excellent time-management skills, with a proven ability to meet deadlines. Ability to maintain confidentiality of member information. Ability to supervise, as needed / in the absence of the Deposit Operations Assistant Manager. Ability to perform all responsibilities and duties of the Deposit Operations Specialist. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is generally quiet with an increased level of noise at times due to telephones ringing and employees working in other offices / cubicles. What can Millbury Federal Credit Union offer you? MCU places strong emphasis on providing quality service to our members and you! MCU offers a family - friendly working environment and outstanding benefits which include competitive salary, vacation, sick and personal paid time off, health, dental, vision, life, and disability insurance as well as tuition assistance and 401(k) retirement plan. We offer a respectful and inclusive workplace where everyone is given the opportunity for personal and professional growth. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. 8:30am - 5pm Monday-Friday This position is budgeted at 40 hrs./wk.