Personal banker jobs in Windsor Locks, CT - 81 jobs
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Proprietary Equity Trader Position
T3 Trading Group 3.7
Personal banker job in Hartford, CT
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$95k-168k yearly est. Easy Apply 60d+ ago
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Private Client Banker - Glastonbury, CT
JPMC
Personal banker job in Glastonbury, CT
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: **************************************************************************
$44k-98k yearly est. Auto-Apply 60d+ ago
Banker 2
Ion Bank 3.7
Personal banker job in South Windsor, CT
Job Type:
Hourly, Full-Time
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.
As a Banker 2 you are responsible for:
Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers.
Responsibilities:
Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy.
Possess excellent working knowledge of all bank products and services, consumer, and business.
Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs.
Promote, cross-sell, and upsell bank products and services that meet customers' needs.
Identify and refer customers or prospects to non-bank product associates as appropriate.
Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers.
Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate.
Required to register with the Nationwide Mortgage Licensing System and Registry
(NMLS) and maintain a unique identifying number with appropriate training.
Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing.
Adjust to various branch traffic flows while maintaining efficiency and accuracy of work.
Accurately balance self and branch office daily; order money; compile currency transaction reports.
Process customer transactions accurately and courteously.
Ensure that all work performed is complete and accurate.
Assist in resolving problems with branch equipment, balancing, and operational issues.
Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch.
Education and Qualifications:
High school diploma preferred.
One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience.
Benefits:
Health Insurance (Medical, Dental Vision)
401k and Employer Match
Life Insurance
Disability
HSA
FSA
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
______________________________________________________________________________________________________________________________________________________________________________________
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
__________________________________________________________________________________________________________________________________________________________________________________________________________
$52k-93k yearly est. 7d ago
Banker
Quality Talent Group
Personal banker job in New Haven, CT
Job Description
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$44k-99k yearly est. 6d ago
Consumer & Business Banking, Senior Relationship Banker, Avon, CT
Banco Santander 4.4
Personal banker job in Avon, CT
Consumer & Business Banking, Senior Relationship Banker, Avon, CTCountry: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products. You deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. The Senior Relationship Banker provides comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently.
Independently manage a portfolio comprised of both high value consumer clients and small business customers.
Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.
Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need.
Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future.
Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate.
Collaborate with team members and partners to achieve branch goals and drive overall performance.
Participates in joint calling with Product partners to generate and deepen relationships with business customers.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively.
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma, GED or equivalent education:: Business Management, Finance, or equivalent field - Required.
Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
5+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships - Required. (OR)
12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
Motivated to help people achieve financial goals.
Strong financial acumen with a general knowledge of consumer and small business products, and lending.
Proven track record in sales and cross-selling products and services.
Proven ability to manage a portfolio of clients effectively.
Proven relationship-building skills and a customer-centric approach.
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.
Excellent communication, consultative and influence skills both verbal and written.
Demonstrated proficiency using the phone to engage with customers.
Ability to display a credible, trustworthy, and professional image at all times.
Proficient in using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate concerns of risk to appropriate channels.
Ability to work in a fast-paced environment and manage multiple priorities.
Computer proficiency and basic math skills.
Ability to work branch hours, which can include weekends and evenings.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
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:
$54,375.00 USD
Maximum:
$90,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
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 is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
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 your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$54.4k-90k yearly Auto-Apply 17d ago
Senior Relationship Banker
Nbtbancorp
Personal banker job in Great Barrington, MA
Pay Range: $22.11 - $29.47The role of the Senior Relationship Banker is to provide quality consultative customer service to ensure customers needs are met. They will be responsible for the accurate and efficient opening and processing of all new deposit account types and all consumer and business banking transactions. This individual will have a thorough understanding of the customer's banking needs of both consumer and business customers and will educate, refer and cross-sell the appropriate products and services that meet the needs of both prospective and existing customers. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s).
Education and Experience:
High School Diploma or Equivalent
Minimum two years experience in related banking positions preferred
Previous customer service, sales, consumer, and business lending experience preferred
Experience demonstrating leadership skills
Skills and Abilities:
Proficient reading, writing, communication and mathematical skills
Knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports
Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems
Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities
Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills
Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team
Proficient computer skills
Unique Job Characteristics and Requirements:
Requires the ability to obtain or have NMLS Certification under the terms of the S. A. F. E. Act of 2008
Tasks Performed:
50% Accountable for high standards of service and responsiveness to ensure fulfillment of external and internal customer needs. Delivers solutions to customers through interactive conversations to assess and address their needs. Actively engages with customers to identify referral and sale opportunities across all business lines. Engages in relationship management activities in accordance with established corporate objectives and goals. Has a working knowledge of both consumer and small business lending, including the ability to discuss credit reports, credit scores, etc. Accepts and processes consumer and business loan applications and closes loans within established guidelines, loan policy and procedures and compliance regulations. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness to ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
30% Administers the delivery of quality customer service with internal and external customers by ensuring adequate branch coverage, adherence to deadlines and efficient service. Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Demonstrates safety and soundness by ensuring all the bank's policies and procedures, code of conduct and regulatory guidelines are being followed to remain compliant. This individual will have the authority to provide any necessary system overrides and oversight of the branch as required. Will adhere to security measures and controls to minimize any potential losses to the company.
10% Participates in community events that support efforts with the Community Reinvestment Act CRA.
10% Performs other duties as assigned including but not limited to providing guidance and conducting training for other employees.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
$22.1-29.5 hourly Auto-Apply 9d ago
Relationship Banker - Vernon Tri City Plaza - Vernon, CT
Jpmorgan Chase & Co 4.8
Personal banker job in Vernon, CT
JobID: 210697404 JobSchedule: Full time JobShift: Base Pay/Salary: Vernon,CT $22.50-$30.29 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$37k-57k yearly est. Auto-Apply 11d ago
UNIVERSAL BANKER
Northwest Community Bank 3.8
Personal banker job in Torrington, CT
Job Description
Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development.
PRINCIPAL RESPONSIBILITIES
Responsible for Generating Business and Deepening Customer Relationships
Work with team to actively support branch sales.
Contribute to team sales goal attainment.
Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events.
Maintain current and accurate records of sales tracking results.
Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts.
Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions.
May need to conduct account opening/maintenance functions.
Responsible for Providing Exceptional Customer Service
Provides efficient, effective, and courteous customer service. Consistently delivers exceptional customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us.
Constantly look for ways to improve the customer experience and communicate those ideas to branch management.
Build customer relationships to encourage business retention.
Complete all work with accuracy and in a timely manner.
Escalate customer complaints to supervisor.
Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness
Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc.
Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.). Maintains and oversees wire authority of up to $ 50,000.
Balance transactions and cash at the end of the day and participate in the branch settlement. May participate in balancing ATM, Coin Machine, and Cash Vault.
Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed).
Perform all duties in accordance with prescribed regulatory compliance guidelines.
Responsible for Identifying Cross Training Opportunities and Personal Development
Continuously strive to improve personal development through policy, product, and banking knowledge.
Maintain current knowledge of Bank's products and services as well as policies and procedures.
Attend relevant seminars and courses to update and advance knowledge and skills.
Volunteer for special projects within the scope of your job responsibilities.
Participate in community events and establish relationships for the benefit of the bank.
EDUCATION/EXPERIENCE REQUIREMENTS
High school diploma or equivalency required with 3 to 6 months of relevant banking, retail or sales experience. Demonstrated customer service and sales skills. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position.
INITIATIVE
Tasks are generally standardized and routine. Some judgment required in cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor.
RESPONSIBILITY
Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information.
SUPERVISION
None
POSITION CONDITIONS
Normal. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus to computer screens for long periods of time.
$50k yearly 1d ago
Relationship Banker I
Ives Bank 3.3
Personal banker job in New Milford, CT
Summary: The Relationship Banker l accurately records customer checks, deposits, and withdrawal transactions and provides outstanding service to the organization's customers. Correctly verifies customer information including names, dates, and account numbers to ensure safety of transactions. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.
Key responsibilities include compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying products and services that will benefit customer relationships and efficiently fulfilling customer requests. Achieve individual referral goals and assist fellow employees with enthusiasm and motivation to reach overall branch goals. Demonstrate a clear understanding of the company's mission statement and core values.
Key Responsibilities:
Transaction Accuracy
Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions
Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required
Balances cash drawer daily for both the cash and transaction totals
Transaction Processing
Efficiently and accurately records checks, deposits, withdrawals and other transactions into the computer systems
Effectively addresses customer questions; successfully managing periods of heavy traffic at the branch
Opens basic Checking and Savings accounts
Conduct limited service (address change, research request, Debit card reissue)
Customer Relationships
Creates a value-added experience that achieves high customer satisfaction and builds strong, long-term customer relationships
Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner
Consistently makes time to be friendly, get to know our customers and make every customer feel important
$36k-45k yearly est. 32d ago
Universal Banker (I, II, or Sr.)
Liberty Bank 4.6
Personal banker job in Middletown, CT
At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.
SUMMARY OF THE JOB:
As a Universal Banker, you'll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank's Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.
In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.
ESSENTIAL FUNCTIONS:
Actively engages in immediate customer acknowledgment, meeting and greeting customers.
Adheres to established customer service standards and provides a differentiated experience through meaningful sincere conversations.
Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed.
Meets/Exceeds personal sales goals in the areas of all banking products and services offered.
Utilizes the Discovery Guide to uncover new opportunities to recommend appropriate solutions.
Proactively reaches out to customers to contribute to the retention and servicing of both Consumer and Business relationships.
Ensures accurate and timely documentation of activities and follow up opportunities in the appropriate banking systems.
Understands and educates customers on alternative delivery channels including digital banking.
Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials.
Effectively and accurately processes an array of banking transactions including new account opening, lending and referrals to other business lines.
Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing.
Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
Volunteers for special projects within the scope of your job responsibilities.
Participates in community events and establish relationships for the benefit of the bank.
Completes other related duties as assigned.
Minimum knowledge/skills:
College degree or equivalent work experience preferred.
Minimum of 6 months of Retail Banking or equivalent Sales experience.
Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications.
Strong verbal and written communication skills.
Ability to effectively ask questions and identify needs to enhance the customer relationship.
Attention to detail and the ability to execute accurately on a variety of policy and procedures.
Ability to take initiative and work independently.
Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience.
Ability to develop and foster a positive team/work environment.
Ability to proactively plan the day to contribute to the overall success of branch sales and operations.
Availability to work weekends and/or extended hours as required.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
PHYSICAL REQUIREMENTS:
General Office Equipment
Keyboard Dexterity
Lifting/carrying up to 25 lbs.
Use of general office equipment
Ability to travel
COMPLIANCE:
Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.
Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
$33k-37k yearly est. 55d ago
Universal Banker II
Dime Bank 4.7
Personal banker job in Norwich, CT
JOB TITLE: Universal Banker II
DEPARTMENT: Taftville 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.
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
Functions:
Responsible for the achievement of operational (as provided by the VP, Retail Operations Manager) and revenue (as provided by the VP, Retail Sales Manager) 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
Physical Demands and Condition Requirements:
General office environment
Ability to lift bags of coin
Equipment Used:
General office equipment, i.e., calculator, photocopier, etc.
Computer
Coin machine
Bill counter
Check imaging hardware
ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
$38k-43k yearly est. Auto-Apply 60d+ ago
Wealth Management Banking Specialist
Bank of America 4.7
Personal banker job in New Haven, CT
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.
Responsibilities:
Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs
Required Qualifications:
Demonstrates proven results exceeding goals in a client-centric, results-driven environment
Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service
Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career
Applies strong critical thinking and problem-solving skills to meet clients' needs
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired Qualifications:
Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives
Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities
Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
Prior experience providing excellent service to high-end clients and excelling in that environment
Skills:
Deposit Solutions Product Knowledge
Customer and Client Focus
Influence
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CT - New Haven - 157 Church St - New Haven Green (CT2226) Pay and benefits information Pay range$70,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-90k yearly Auto-Apply 26d ago
Financial Services Representative State Farm Agent Team Member
Anthony Raggi-State Farm Agent
Personal banker job in Mansfield Center, CT
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Hiring Bonus up to $1,000
Group Life and Disability Insurance Benefits
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Work Schedule & Location
This position is an in office 34 hour per week position. Office locations are in Mansfield, CT and Hebron, CT. The selected candidate will normally work four days per week. Occasional evening and weekend work is required to meet operational needs and production requirements.
Requirements
Graduation from an accredited college or university preferred, consideration is given to equivalent sales/customer service experience, education, and training
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Experience in a variety of computer applications, particularly Windows
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Ability to effectively relate to a customer
Ability to execute a detailed business plan
Experience in marketing financial products
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Life and Health license (must be able to obtain)
Series 6 and 63 (must be able to obtain)
Courses on ethical and customer centered sales practices will be required
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree preferred
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$25k-47k yearly est. 19d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Personal banker job in New Haven, CT
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$95k-167k yearly est. Easy Apply 60d+ ago
Relationship Banker, Windham, NH
Banco Santander Brazil 4.4
Personal banker job in Windham, CT
Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
* Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
* Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
* Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
* Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Foster customer loyalty by addressing concerns and providing timely resolutions.
* Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
* Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
* Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
* Collaborate with team members and partners to achieve branch goals and drive overall performance.
* Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
* Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
* 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
* 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
* 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
* 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
* Established relationship-building skills with a focus on customer experience and loyalty.
* Excellent customer service skills and a passion for helping others.
* Proven track record in sales and cross-selling products and services.
* Ability to work collaboratively in a team-oriented environment.
* Excellent communication, consultative and influence skills both verbal and written.
* Ability to display a credible, trustworthy, and professional image at all times.
* Proficient in using digital tools and technology to enhance customer engagement.
* Ability to follow directions, policies, and procedures.
* Ability to identify and escalate concerns of risk to appropriate channels.
* Ability to work in a fast-paced environment and manage multiple priorities.
* Computer proficiency and basic math skills.
* Ability to work branch hours, which can include weekends and evenings.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
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:
$61,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
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 is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
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 your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$38.3k-61k yearly Auto-Apply 26d ago
Universal Banker (I, II, or Sr.)
Liberty Bank 4.6
Personal banker job in Seymour, CT
At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.
SUMMARY OF THE JOB:
As a Universal Banker, you'll take a lead role in delivering an exceptional customer experience that is consistently aligned with Liberty Bank's Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an initial contact for new and existing customers. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.
In this role, the Universal Banker is responsible for modeling and ensuring a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. In addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.
ESSENTIAL FUNCTIONS:
Actively engages in immediate customer acknowledgment, meeting and greeting customers.
Adheres to established customer service standards and provides a differentiated experience through meaningful sincere conversations.
Provides exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
Takes ownership of customer inquiries/questions and resolves or engages other teammates as needed.
Meets/Exceeds personal sales goals in the areas of all banking products and services offered.
Utilizes the Discovery Guide to uncover new opportunities to recommend appropriate solutions.
Proactively reaches out to customers to contribute to the retention and servicing of both Consumer and Business relationships.
Ensures accurate and timely documentation of activities and follow up opportunities in the appropriate banking systems.
Understands and educates customers on alternative delivery channels including digital banking.
Takes the initiative to enhance knowledge of both new and existing products and services through the active use of sales tools and training materials.
Effectively and accurately processes an array of banking transactions including new account opening, lending and referrals to other business lines.
Accurately balances and processes customer transactions in accordance with bank policies and procedures while maintaining an efficient record in daily cash balancing.
Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Adheres to and complies with Liberty Bank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
Volunteers for special projects within the scope of your job responsibilities.
Participates in community events and establish relationships for the benefit of the bank.
Completes other related duties as assigned.
Minimum knowledge/skills:
College degree or equivalent work experience preferred.
Minimum of 6 months of Retail Banking or equivalent Sales experience.
Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications.
Strong verbal and written communication skills.
Ability to effectively ask questions and identify needs to enhance the customer relationship.
Attention to detail and the ability to execute accurately on a variety of policy and procedures.
Ability to take initiative and work independently.
Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience.
Ability to develop and foster a positive team/work environment.
Ability to proactively plan the day to contribute to the overall success of branch sales and operations.
Availability to work weekends and/or extended hours as required.
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
PHYSICAL REQUIREMENTS:
General Office Equipment
Keyboard Dexterity
Lifting/carrying up to 25 lbs.
Use of general office equipment
Ability to travel
COMPLIANCE:
Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.
Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
$33k-37k yearly est. 55d ago
Relationship Banker - Storrs Manfield, CT
Jpmorgan Chase 4.8
Personal banker job in Mansfield, CT
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Storrs Mansfield,CT $22.50 - $30.29 / hour
$22.5-30.3 hourly 60d+ ago
Universal Banker Part Time
Northwest Community Bank 3.8
Personal banker job in Torrington, CT
Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development.
PRINCIPAL RESPONSIBILITIES
Responsible for Generating Business and Deepening Customer Relationships
Work with team to actively support branch sales.
Contribute to team sales goal attainment.
Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events.
Maintain current and accurate records of sales tracking results.
Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts.
Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions.
May need to conduct account opening/maintenance functions.
Responsible for Providing Exceptional Customer Service
Provides efficient, effective, and courteous customer service. Consistently 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.
Build customer relationships to encourage business retention.
Complete all work with accuracy and in a timely manner.
Escalate customer complaints to supervisor.
Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness
Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc.
Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.)
Balance transactions and cash at the end of the day and participate in the branch settlement. May participate in balancing ATM, Coin Machine, and Cash Vault.
Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed).
Perform all duties in accordance with prescribed regulatory compliance guidelines.
Responsible for Identifying Cross Training Opportunities and Personal Development
Continuously strive to improve personal development through policy, product, and banking knowledge.
Maintain current knowledge of Bank's products and services as well as policies and procedures.
Attend relevant seminars and courses to update and advance knowledge and skills.
Volunteer for special projects within the scope of your job responsibilities.
Participate in community events and professional relationships for the benefit of the bank.
EDUCATION/EXPERIENCE REQUIREMENTS
High school diploma or equivalency required with 3 to 6 months of relevant banking, retail or sales experience. Demonstrated customer service and sales skills. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position.
INITIATIVE
Tasks are generally standardized and routine. Some judgment required in cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor.
RESPONSIBILITY
Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information.
SUPERVISION
None
POSITION CONDITIONS
Normal. While performing the duties of this job, the employee is regularly required to sit; 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 for long periods of time and the ability to adjust focus.
$33k-39k yearly est. Auto-Apply 60d+ ago
Relationship Banker II
Ives Bank 3.3
Personal banker job in Waterbury, CT
The Relationship Banker ll performs a variety of customer service duties to provide service to the bank's customers in conformance with established bank policies and operating procedures. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.
Key responsibilities include, compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying and fulfilling relationship deepening with products and services that will benefit customer accounts and efficiently fulfill customer all around needs. Serve as Associate Banker when needed. Assist in mentoring and developing Relationship Banker I and Associate Banker.
Branch & Personal Sales Performance Goals
Achieve personal & branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
Open, cross sell, maintain existing accounts and products to new and existing customers
Provide quality customer service with every customer interaction; exceed service expectations. Greet every customer with a smile, use eye contact, and pleasant greeting
Begin to partner with branch management to prepare weekly and monthly branch meetings
Assist management team with sales coaching as needed
Works with management team to exceed branch goals
Branch Operations
Perform daily operational functions
Balancing a cash-box and vault as needed
Assist with surprise spot check audits, etc.
Follow security protocols with opening, closing, and daily observation
Open and process all necessary steps and documentation for account opening, online banking, mobile banking and other services
Review work from Relationship Banker I and Associate Banker for CIP and documentation accuracy
Take charge as needed in the absence of Manager or Relationship Banker III
Product Knowledge & Recommendations
Review current accounts and services to assist customers choose best fit for them
Use needs-based selling by asking open ended questions, listening to the customer, and offering products and services to fit their needs
Have a high level of understanding of business and lending products and services in addition to core
Shows knowledge of SBD online and mobile banking to assist customers with registration, login, bill pay, e-statements, mobile deposits and additional advanced settings
Refers customers to correct departments for assistance
Transaction Accuracy and Transaction Processing
Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions
Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required
Balances cash drawer daily for both the cash and transaction totals
Makes Teller exceptions as needed within established bank override limits as defined by policy
Customer Relationships
Provides outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner
Consistently makes time to be friendly, get to know our customers and make every customer feel important
$36k-45k yearly est. 32d ago
Part Time (30 Hours) Associate Banker Storrs Branch, Storrs Mainfield, CT
JPMC
Personal banker job in Mansfield, CT
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 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
How much does a personal banker earn in Windsor Locks, CT?
The average personal banker in Windsor Locks, CT earns between $26,000 and $56,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Windsor Locks, CT