Bluestone Bank - Bridgewater Division Jobs

MMSD Annuity Distribution - Internal Wholesaler The Opportunity We are building a dynamic team of Internal Wholesalers to drive the sales of MassMutual's Annuity Distribution to third party distributors. In this role you will build and grow relationships within a dedicated territory across our channel with Banks, Credit Unions, Wirehouses, National/Regional Broker Dealers, and Independent Broker Dealers. You will be responsible for territory production, penetration rates, and diversity of products sold through third-party distributors in partnership with an External Wholesaler. You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration and achieving sales results. The team is entrepreneurial in spirit and doesn't back away from a challenge. The team has built a great sense of community and desire to execute since the MMSD division was established in 2021. The Impact As the Internal Wholesaler, MMSD Annuity Distribution, your key responsibilities include: Proactively contact and consult with financial professionals across our channel on pre-and-post-sale annuity product support and respond to inquiries Execute specific activity expectations and territory management to maximize opportunities and grow sales across our channel with banks, credit unions, wirehouses, national/regional broker dealers, and independent broker dealers Communicate confidently with your customer base and drive sales in partnership with your territory's External Wholesaler, with the ability to use software tools including Salesforce, Outlook, PowerPoint, Excel, Zoom, Illustration software, and financial planning software Demonstrate understanding of the annuity industry and competitive landscape by building expertise of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends Develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to ensure proper processing of business Travel with external partner to observe and learn territory specifics, relationship building Other duties as assigned The Minimum Qualifications FINRA Series 6 or 7 at time of application State Securities License Series 63 at time of application State Life & Health Insurance License at time of application Bachelor's Degree or 4+ years' work experience in financial institution and/or financial services 3+ years' experience of sales or sales support experience with annuity products. 2+ years' working experience with annuity solutions with financial services and/or financial institutions (banks, credit unions, wires, broker dealers) 2+ years' experience with a contact management system The Ideal Qualifications 6+ years' work experience in financial institution and/or financial services 4+ years' experience of sales or sales support experience with annuity products. Possess excellent oral and written communication skills, interpersonal and customer service skills Possess excellent speaking skills and presentation skills to groups of varying sizes in virtual forum Well-established self-management skills, e.g., territory management, time management, prioritization, managing internal & external relationships Commitment to building, maintaining, and growing partnerships with all stakeholders Proficiency with Word, Excel, PowerPoint, Zoom, and Salesforce as well as various internet search tools Must be detailed-oriented and well-organized self-starter with high energy and creativity Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting the business and organization Experience working with financial institutions (banks, credit unions, wirehouses, national/regional broker dealers, and independent broker-dealers) Proven ability to multitask and attention to detail Compensation: $70 - 85k base salary range, plus sales-based incentive opportunity resulting in total target compensation package of $100 -125k What to Expect as Part of MassMutual and the Team Regular meetings with the MMSD Annuity Sales Team and Learning & Performance Consultant Focused one-on-one meetings with your manager(s) Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-CR41 MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Knowledge/Skills Strong leadership skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example Review and take appropriate action on client account alerts Other Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities,professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with FinancialAdvisors EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Reports To Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Posting Date Nov 3, 2023 Primary Location Americas-United States of America-Missouri-Chesterfield Job Wealth Management Employment Type Full Time Job Level Non-Exempt

As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact. Inherent in this role is the need to regularly meet new challenges with an open mind, be solutions-oriented, and provide optimistic responses. The nature of this position results in significant exposure to trusts, estate planning, and investment portfolio management activity. Integrity, discretion, and respect for confidential information are essential. Responsibilities Include: Researching and reviewing probate, fiduciary, income, retirement plan, estate planning issues apply effective solutions to individual client circumstances. Regularly review and interpret draft and existing trust instruments. Regularly communicate with clients, outside attorneys, tax preparers, and other advisors. Providing thought leadership to other team members to improve processes and training. Providing knowledge and guidance over administering new and existing accounts, including all aspects of the account opening process, account distributions, terminations, death, gift and GST administration, and gift tax return preparation. Managing and overseeing projects or tasks identified by the Head of Fiduciary Services in conjunction with Trustees, and other team members. Working with Client Services to ensure a consistent and comprehensive approach, following standard office policies and procedures. Working with the team to resolve procedural and administrative issues about accounts. Participating in the Fiduciary Risk Management Committee when assigned. Reviewing current office policies to improve processes and efficiencies. Supporting, working closely with, and providing backup when other team members are away from the office. Effectively managing multiple ongoing projects, coordinating processes and successfully prioritizing multiple tasks with sound judgment. Developing and maintaining a high level of proficiency using various technological resources and database applications. Working effectively with multiple office departments following established procedures, ensuring client and trustee requests are completed. Other duties as assigned by the Head of Fiduciary Services. Qualifications and Skills: 7 + years of previous trust administration experience. Certified Trust and Fiduciary Advisor or commitment to obtain the designation required. High level or in-depth computer competencies: MS Excel and Word, Accounting/Portfolio Management Systems (Sungard's AddVantage, ProFx, Estate Planning Tools, Charitable Financial Planner, etc.). Demonstrated success in a personal client service environment. Ability to handle complex, sensitive, and confidential material with good judgment, maturity, and an optimistic outlook, even in high-stress situations. Can take the initiative, work with limited direction, complete loosely defined tasks, and find ways to leverage the time of Trustees and Senior Management to add value to the company. Willingness to learn new areas of job responsibilities. Consistent and robust follow-up skills with a strong attention to detail. Excellent verbal, written, analytical, and editing skills. Must be able to learn new concepts and computer applications within a complex and demanding environment. Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. Have both a strong work ethic and a sense of “getting it right.” Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office. Reporting & Classification: The Trust Advisor will report to the Head of Fiduciary Services. This position is exempt and is required to work in the Boston office Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice. Work Location: The Trust Advisor will be required to work from our Boston, MA office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm's Remote Workplace Program. This job description is not intended to include all job responsibilities, does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change. Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Job Title: Technical Project Manager Department: Performance Excellence Department Location: Littleton, MA Reports to: Director, Project Manager Office Career Stream: Individual Contributor Classification: Hybrid Compensation: The base pay of the budgeted range is $95,000-120,000 annually. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. FUNCTION: The Technical Project Manager drives success by facilitating delivery of IT projects aligned to strategic goals. Technical Project Manager applies Information Technology knowledge and experience to plan, organize, and control resources, procedures, and timing for complex projects within the Information Technology department. This role is responsible for the overall direction, coordination, implementation, execution, control and completion of projects ensuring that they are delivered according to deadlines and within budget. This includes working closely with the project stakeholders to ensure the following: project objectives and team roles are understood; business requirements are fulfilled within approved scope, schedule, and budget; and project benefits are identified and tracked by appropriate business partners to measure value realization. The Technical Project Manager will also define the project's objectives and oversee quality control throughout its life cycle. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Project Planning and Execution: Participate in review of project business cases, helping to ensure project objectives, metrics, resource requirements, and risks are clearly outlined and aligned with our strategy. Develop and maintain comprehensive project plans and documentation that merge customer requirements with company goals and coordinate various managers and technical personnel during all project phases, from initial development through implementation. Monitor project progress continuously and make detailed scheduled reports on measurable items, such as milestones and deliverables. Deploy change management assessments, tools and plans to enable successful stakeholder adoption of IT projects. Stakeholder Management: Develop, monitor, and maintain constructive relationships with key stakeholders to achieve organizational objectives by managing expectations and fostering positive relationships between IT and the business. Consult with business partners throughout the credit union on project initiation planning, clarifying PMO and IT methodology and concepts Communicate proactively with all involved personnel to provide progress updates, identify problems, create solutions, and implement efficiency improvements. Manage stakeholder expectations by ensuring project objectives and team roles are understood and business requirements are fulfilled within the approved scope, schedule, and budget. Resource Management: Allocate project resources appropriately and efficiently to ensure project success. Coordinate internal resources and third parties/vendors for the flawless execution of projects. Quality Control and Risk Management: Oversee quality control throughout the project's life cycle. Ensure that all projects are delivered on time, within scope, and within budget. Measure project performance using appropriate systems, tools and techniques. Communication and Reporting: Organize and lead project status and working meetings, ensuring regular communication with stakeholders. Report and escalate issues to management as needed, and create and maintain comprehensive project documentation Project Management: May lead projects such as VMWare to Cloud Migration: Plan and execute the migration of VMWare environments to cloud platforms, ensuring minimal downtime and data integrity. Network Segmentation: Oversee the implementation of network segmentation projects to enhance security and performance. Zero Trust: Manage the deployment of zero trust security models, ensuring all access requests are authenticated and authorized. M365: Lead the implementation and optimization of Microsoft 365 services, including migration, configuration, and user training. Knowledge Management: Develop and maintain knowledge management systems to ensure critical information is accessible and up-to-date Other Duties: Adhere to all WCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses. Participates in department and/or organizational projects as directed. Performs other tasks or functions as required, requested, necessary or prudent from time to time. Maintains confidentiality of all member and credit union information and data. Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program. Education: B.S. in Business Management, Information Systems or related field required PMP strongly preferred; Certified Scrum Master is a plus Prosci or other change management certification is a plus Experience: 4+ years experience in managing IT projects, including software development, cloud migration, network segmentation infrastructure, and system integration projects; Experience using both a waterfall and Agile/Scrum project management models is a plus Experience working in the banking or credit union space strongly preferred Knowledge/skills/abilities/ Competencies: 5+ years proven experience in managing project teams through planning and execution of cross-functional projects; agile/scrum experience is a plus. Strong knowledge of PMBOK concepts desired; familiarity with Agile Manifesto & Scrum Guide a plus. Exceptional verbal/written communication & meeting facilitation skills. Demonstrated skills in building trust, cohesion & shared purpose, as well as managing conflict within large cross-functional teams . Exceptional organization and time management skills. Proven success with managing team conflict and stakeholder engagement. Ability to manage multiple priorities and/or projects simultaneously. Can conform to shifting priorities, demands, and timelines through analytical and problem-solving capabilities. Ability to read communication styles of team members, vendors, and contractors who come from a broad spectrum of disciplines. Proven ability to manage and motivate hybrid teams virtually across multiple job sites. Strong familiarity with MS Project, Jira, Confluence, Microsoft 365 Office & remote productivity technology. Adept at conducting research into project-related issues and products. Must be able to learn, understand, and apply new technologies. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms. Ability to travel to other work locations as required. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members . We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets. Bonuses are performance-based and paid every month on the 15th. Residuals are paid on the anniversary date of the client's sale.

An Official website of the Commonwealth of Massachusetts ALERT Effective January 25, 2024, Executive Order #627 cements the Commonwealth's well-established practice of skills-based hiring, paving the way to a more equitable hiring process. The Commonwealth is committed to ensuring a diverse and inclusive workplace where all employees feel respected, valued, and empowered to serve our citizens. Join us today! Job Description - Chief Counsel DLR (250002WS) The Massachusetts Department of Labor (DLR) is a neutral agency charged with administering the Commonwealth's collective bargaining statutes. The DLR includes the Commonwealth Employment Relations Board (CERB) which hears appeals of various DLR cases, and the Joint Labor Management Committee (JLMC), which mediates collective bargaining negotiations involving municipal police officers and firefighters. The DLR is seeking a Chief Counsel to represent the DLR and its component agencies in court and to provide legal advice and guidance to the DLR Director, CERB, JLMC and staff on matters that could affect cases processed by the DLR. In this position, you will be part of the team that implements newly-enacted M.G.L. c.150F (Ballot Question 3), the statute that “creates the opportunity for ride-share drivers to unionize and negotiate on an industry-wide basis with transportation network companies (Uber, Lyft, etc.) to raise the standards for the terms and conditions of work in this industry.” Duties include, but are not limited to: Act as appellate counsel for the CERB by assembling records, drafting briefs, making oral arguments and otherwise defending CERB decisions in the Massachusetts Appeals Court or the Supreme Judicial Court. Represent the DLR and JLMC in court litigation, including seeking injunctive relief and enforcing the CERB's orders in Superior Court. Advise the CERB on appeals from hearing officer probable cause decisions, full hearing officer decisions and interlocutory appeals and review CERB work product prior to issuance. Work with the Director to update DLR regulations as needed. Provide advice and oversight to the DLR, CERB and JLMC regarding public records law, personnel matters, open meeting laws and other legal matters. Review and approve written work prepared by staff, as needed. Advise the Director regarding procedural case processing issues such as deferral to arbitration. Attend DLR Advisory Council Meetings. Participate in appropriate bar association or other professional organization activities. Qualifications: Member in good standing of the Massachusetts Bar with annual certification and registration by the Board of Bar Overseers. Five years' experience practicing law. Preferred Qualifications: At least six (6) years of full-time, or equivalent part-time, legal experience in a regulatory, government, corporate legal department, or at a governmental agency, including litigation experience. Two (2) years of litigation experience, particularly in appellate litigation. Experience in writing legal briefs and/or adjudicatory decisions and oral advocacy ability. Strong interpersonal and communication skills. Five (5) years of labor law or labor relations experience. MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) six (6) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in a particular specialty (i.e. scientific, professional, or technical) and must possess current license and/or registration requirements established for the performance of the position, of which (B) at least two (2) years must have been in a supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below. Substitutions: A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience. A Bachelor's degree in a related field may be substituted for two (2) years of the required (A) experience. A Graduate degree or higher in a related field may be substituted for three (3) years of the required (A) experience. A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience. An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. Primary LocationJobJob: Legal ServicesAgencyAgency: Department of Workforce DevelopmentScheduleSchedule: Full-time ShiftShift: DayJob PostingJob Posting: Mar 14, 2025, 9:58:55 PMNumber of OpeningsNumber of Openings: 1Salary: 104,479.31 - 145,000.00 Yearly If you have Diversity, Affirmative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Dennis Johnson - ************ Bargaining Unit : M99-Managers (EXE) Confidential : Yes Potentially Eligible for a Hybrid Work Schedule : Yes #J-18808-Ljbffr

Under the general direction of the Senior Vice President Lending, performs a variety of business development, analytical and administrative tasks all geared toward the promotion of the Bank's commercial loan products and services. Responsibilities Generate new business. Actively solicits both internal and external referral sources. Responsible for development of annual business plan and budget . Responsible for taking independent action on all loan requests and relationships within assigned authority. Analyze credit reports and financial statements to assess risk and eligibility. Negotiate loan terms with clients and ensure compliance with regulatory requirements. Responsible for the annual development of the commercial services business plan. Stays current with all lending laws, UCC and other applicable regulations. Participates in strategic planning, budgeting and new product development at the loan department level. Member of the Bank's Commercial Loan Committee. Responsible for working with external auditors and bank Regulators as needed. Ensure compliance with Bank Secrecy Act, AML, OFAC and USA Patriot Act including Customer Identification Program, customer due diligence, identifying high risk accounts, understand the due diligence required for lending transactions, and reporting suspicious activities to supervisor or BSA Department. Position requires obtaining a unique identifier to be used on all Mortgage documents originated by the employee and maintaining registration through the Nationwide Mortgage Registry System (NMLS). Qualifications Education equal to 4 year college degree, preferably in the area of accounting or finance. Seven years banking experience, including five years of commercial lending / credit analysis. Formal credit training is highly desired. The ability to conduct in-depth financial analysis as it pertains to a prospective borrower, its related entities and its owners. Will regularly have unpredictable hours due to nature of business development role.

The Sales Development Representative (SDR) Manager will play a critical role in driving the success of InvoiceCloud's sales team by leading and developing a high-performing team of SDRs. This individual will oversee the team's efforts to generate and qualify leads, ensuring a robust sales pipeline to meet the company's growth objectives. The SDR Manager will work closely with sales leadership to develop effective strategies, optimize processes, and foster a collaborative and results-driven environment. Key Responsibilities: Team Leadership & Development Recruit, onboard, and train new SDRs, ensuring they have the tools and knowledge to succeed. Coach and mentor team members to achieve individual and team goals. Conduct regular performance reviews, providing constructive feedback and actionable plans for improvement. Sales Pipeline Management Collaborate with sales and marketing teams to define target market segments and lead generation strategies. Monitor and analyze SDR performance metrics, such as call volume, lead conversion rates, and pipeline contribution. Ensure timely and accurate lead qualification and handoff to the sales team. Process Optimization Identify and implement best practices for prospecting, outreach, and lead nurturing. Utilize CRM and other tools to track team activities and maintain accurate records. Regularly review and refine outreach scripts, email templates, and call strategies. Collaboration & Communication Act as a liaison between SDRs and other departments, including marketing, sales, and operations. Provide regular updates to leadership on team performance and market trends. Partner with marketing to align on campaigns and ensure a steady flow of high-quality leads. Qualifications: Bachelor's degree in business, marketing, or a related field preferred. 5+ years of experience in a sales or SDR leadership/manager role, preferably within SaaS or fintech. Proven track record of building and managing high-performing teams. Strong understanding of sales development strategies, tools, and metrics. Excellent communication, coaching, and interpersonal skills. Proficiency in CRM software (e.g., Salesforce) and sales engagement platforms. Ability to work in a fast-paced, dynamic environment with a focus on continuous improvement.

The Bulfinch Group - Needham, MA Overview and Objective The Bulfinch Group is an industry leader in the sale of individual disability insurance products for individuals and small business as an agency of The Guardian Life Insurance Company of America. The Bulfinch Group is currently seeking a Disability Income Specialist to join our office in Needham, to act as a Subject Matter Expert for these products. The Disability Income Specialist (DIS) is responsible for the growth and development of the disability insurance (DI) profit center within The Bulfinch Group. This objective will be accomplished through supporting and driving the DI sales of independent brokers as well as from The Bulfinch Group's Representatives. A successful candidate will provide brokers and advisors the knowledge and support they need to write business. They will help to build a reputation for expertise in marketing and selling individual DI, provide proactive sales and case design support, and deliver insight on industry trends and competition. The DI Specialist will also develop effective relationships with various home office teams to support brokers and advisors at The Bulfinch Group in their sales endeavors and help them to build a profitable book of business. Disability Income Specialist Responsibilities Schedule and make sales calls on a daily basis with new and existing brokers to strengthen relationships and identify selling opportunities. Proactive broker solicitation and development will initially involve 80% of the DIS's efforts. Work with the General Agents and Regional Wholesalers to develop and execute an appropriate business plan to maximize sales and meet firm production goals. Create firm visibility and sales opportunities through proactive marketing efforts. Utilize an effective contact management system to create and maintain broker profile levels (segmentation), and track business development activities. Achieve specific predetermined monthly, quarterly, and annual activity and sales goals. Identify and convert marginal brokers and advisors with potential into top producers. Conduct sales promotion and training meetings for brokers and advisors. Create and maintain a recruiting referral list of potential new firm advisors. Disability Income Specialist Qualifications: A successful DIS is a highly motivated, results-oriented entrepreneur with a strong work ethic and competitive drive to succeed. The DIS must possess: Proven sales and relationship-building skills; 2-5+ years related experience a plus The ability to work independently and creatively in a challenging environment Demonstrated oral and written communication skills A strong focus on personal customer service Ability to pay attention to detail and multi-task Strong sense of discipline and self-organization Demonstrated organizational or leadership success in a social or professional organization Requirements - Please do not apply to the DIS role, unless you meet the below requirements: Four-year college degree, or equivalent US Citizen or Permanent Resident Actively hold appropriate state insurance licensing preferred; Candidates without these licenses could potentially obtain this licensure before starting in the role Strong Candidates… Have the Entrepreneurial Spirit: Self‐motivated individual with a dynamic, confident personality, a strong work ethic, and looking for career growth and development - seeking the privilege of autonomy along with the benefits of joining a dynamic organization Have a Track Record of Success: Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc. Candidates who are driven and are constantly going the extra mile. Seek Meaningful Work: Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals Are Strong Connectors: Looking to expand their current network by cultivating and enhancing long-term relationships; They are not afraid to spark up a conversation and ask for introductions Company Summary: Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm's core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. We are fortunate to be supported and aligned with our Broker/Dealer, Park Avenue Securities and Guardian Life, for additional training, compliance oversight, operational systems, and support of a Fortune 252 organization. Individual disability income products underwritten and issued by Berkshire Life Insurance Company of America (BLICOA), Pittsfield, MA or provided by Guardian. BLICOA is a wholly owned stock subsidiary of and administrator for the Guardian Life Insurance Company of America (Guardian), New York, NY. Product provisions and availability may vary by state. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 GOULD STREET SUITE 310, NEEDHAM, MA 02494, ph# ************. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7663506.2 Exp 3/27

Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values: Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is looking for a Part-Time Teller to join their team at the Burlington Mall branch located in Burlington, MA. Tellers are the face of our company and represent us in the community. It is important while working in our stores that you keep a positive and professional attitude at all times and that our customers receive the highest quality of assistance while visiting. Ideal Applicant: We are looking for highly motivated individuals who are committed to the success of the team. Individuals who can deliver a consistently high level of customer-satisfying products and services. People who want to join a progressive company that develops its people through challenges and promotions. Qualifications and Skills: Ability to multi-task Basic computer knowledge Ability to follow procedures Problem solving capabilities Strong customer service skills Detail-oriented and organized Strong listening and verbal communication skills Ability to work with money transactions with high degree of accuracy Previous cash handling experience Our Competencies: Action Oriented: Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment. Effective Communication: Effectively and appropriately interacts with others to build relationships, influence others, and facilitate the sharing of ideas and information. Uses tact and diplomacy to navigate difficult situations. Relays key messages by creating a compelling story, targeted to specific audiences. Nimble Learning: Continuously seeks opportunities to learn, questions the applicability of past approaches in the current environment, owns growth, and embraces failure as a learning opportunity. Optimizing Work Processes: Employee knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Situational Adaptability: Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. Functional/Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Schedule: Approximately 10-20 hours per week Availability needed: Weekday nights and Weekends Benefits: Commute Reimbursement 401K Plan Holiday Pay Sick Time Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************

Job Title: Digital Marketing Analyst Department: Marketing Department Location: Littleton Reports to: Director, Marketing Insights & Analytics Career Stream: Individual Contributor Classification: Hybrid FUNCTION: The Digital Marketing Analyst will be responsible for tracking, measuring, and reporting on digital marketing campaigns using various analytics tools, developing dashboards, and providing insights to inform future strategies. They will optimize digital media campaigns across multiple platforms, conduct A/B testing, and collaborate with the creative team. The role involves collecting and analyzing data to understand user behavior, improving tracking accuracy, and supporting customer feedback processes. Additionally, the analyst will work closely with the Marketing Operations team to align digital strategies with company goals, communicate findings to stakeholders, and assist with SEO optimization. Essential Job Duties and Responsibilities Campaign Analytics Track, measure, and report on the performance of digital marketing campaigns or initiatives using tools like Google Tag Manager, Google Analytics 4, SEMrush, and other analytics platforms. Develop and maintain dashboards to provide insights into goals and strategies with key performance indicators. Identify trends and insights to inform future marketing strategies. Provide regular reports and presentations on campaign performance and recommendations for improvement. Media Optimization Analyze and optimize digital media campaigns across various platforms (e.g., Google Ads, Facebook, Instagram, LinkedIn). Monitor and adjust bids, budgets, and targeting to maximize ROI. Conduct A/B testing to determine the most effective strategies and creatives. Collaborate with the creative team to ensure ad content aligns with campaign goals. Data Management and Analysis Collect and analyze data from various sources to understand user behavior and opportunities for growth based on member journey and targeted segmentation. Improve member and conversion tracking across website and core business platforms. Ensure data accuracy and integrity in all reporting and analysis. Customer Feedback Process: Support the collection and analysis of customer feedback via Qualtrics to improve marketing strategies and member experience. Provide business teams with timely and actionable member feedback reporting and support. Collaboration: Work closely with the Marketing Operations team and business units to align digital strategies with overall marketing and company goals. Communicate findings and insights to team members and stakeholders in a clear and actionable manner. Assist with optimizing website content for SEO. Education Requirements: Bachelor's degree in Marketing, Business, Statistics, or a related field. Required Experience: Minimum 2-3 years of experience in digital marketing or a related role. Proficiency in digital marketing tools and analytics platforms (e.g., Google Analytics 4, Google Ads, Facebook Ads Manager). Certifications in Google Analytics 4 and Tag Manager are a plus. Knowledge/Skills/Abilities/Competencies: Strong analytical skills and attention to detail. Expert-level problem solving skills. Excellent communication and presentation skills. Ability to work independently and as part of a team. Ability to thrive in a fast-paced, multi-priority environment. Familiarity with SEO/SEM best practices. Experience with Qualtrics (or other CX platform) is a plus. Work Environment: Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. Ability to travel to other work locations as required. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members . We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

A stealth new Third Rock Ventures Company is seeking someone in Business Development and Strategy. As the Director/Senior Director of Business Development & Strategy, you will play a pivotal role in the company defining and executing our corporate strategy, including driving business development, new product planning, and competitive intelligence. This role requires a strong understanding of the biotech landscape, excellent analytical and communication skills, expertise in deal-making, and the ability to build and maintain relationships with key internal and external stakeholders. This role will report to the Chief Business Officer at the Stealth New Company and will be based in Cambridge, MA. This role will work closely with the CEO and the Leadership Team. Responsibilities: Develop and execute the business development strategy for the company. Build relationships with potential partners, manage due diligence processes, and participate in deal structuring and negotiations. Partner with R&D to create compelling communications materials to convey the differentiated value proposition for our programs and platform for partnering and investor discussions. Work closely with the Finance team to develop financial models and conduct valuations for potential business development and strategic decisions. Lead new product planning activities. Conduct new market assessments and commercial forecasts, develop target product profiles, and establish the value proposition and value creation trajectory for our programs. Maintain up to date competitive analysis for our programs to inform decision-making and assess potential business development opportunities. Stay updated on industry trends and regulatory changes. Prepare and deliver presentations to executive leadership and the Board of Directors on strategic projects and business development activities, as requested. Qualifications: Minimum of 8-10 years of experience in business development or related roles (e.g. management consulting, investment banking) within the biotech industry. Experience in a biopharma organization required. Bachelor's degree required. Advanced degree preferred. Demonstrated experience across the business development function, including sourcing, due diligence, and negotiations (Deal sheet required). Highly collaborative leader, able to build consensus and drive results across all levels of the organization. Strong business judgement with an analytical mindset and experience in financial modeling and valuation Excellent written and verbal communication skills. Ability to navigate a fast-paced, high-growth environment. Willingness to travel as needed for meetings and industry events.

AI Engineer W2 Contract Boston Key Responsibilities: AI Application Development Develop and maintain Python-based AI services using advanced frameworks Implement retrieval-augmented generation and intelligent agent workflows Language Model Integration & Optimization Integrate various cutting-edge language model APIs Optimize API calls using advanced parameters and reduce inaccuracies through embedding-based retrieval Model Evaluation & Performance Tuning Assess AI models using scoring techniques Fine-tune embeddings and enhance similarity search for retrieval-augmented applications API & Microservices Development Design scalable RESTful API services Implement robust security measures for AI endpoints Cloud Deployment & Orchestration Deploy AI-powered applications using serverless computing, containerization, and CI/CD pipelines Implement workflow automation for AI processes Agile Development & Innovation Collaborate in Scrum teams Contribute to incremental AI feature releases

The Business Operations Associate in Boston will work with the Business Operations Team to handle many day-to-day aspects of office administration, including but not limited to answering the telephone, greeting guests (including clients and managers), maintaining an organized office space (including all common areas and conference rooms), ordering supplies and filing documents. In addition, this individual will help execute office improvement projects and coordinate our end-of-year event. As a fast growing, 350+ person company, we seek someone who is motivated, a self-starter, adaptable and comfortable working on a small team in a fast-paced, entrepreneurial environment. General Office Support: Manage the front desk and reception area. Answer the main phone line, greet guests and coordinate incoming and outgoing mail Manage calendars for the conference rooms and resolve any scheduling conflicts Prepare the office and logistics for external and internal meetings, including managing catering, ensuring meeting rooms are “client ready”, preparing any audio-visual needs and coordinating dial-in details for virtual meetings Coordinate with the building's security to ensure all guests are registered Ensure the office common areas are neat and professional looking, including emptying the dishwasher, cleaning out and restocking the refrigerators, and keeping the supply area organized and clean Proactively maintain office snacks and provisions, understanding team preferences and aligning ordering with office budgets Oversee deliveries, building service requests and building management. Work with the building management team to resolve any office related issues (e.g., ensure items are repaired or light bulbs are replaced) Coordinate with the Finance Team to process and track vendor invoicing Assist the People Team with preparation for new team members such as scheduling badge appointments, adding meetings to outlook calendars and other onboarding tasks as requested Assist team members with administrative tasks, such as booking conference rooms and binding documents for meetings with clients, prospective clients, and other external individuals Assist the Business Operations Team with various business initiatives and projects, such as planning team events and supporting end-of-year events Leadership Support: Provide general administrative support, including, but not limited to managing complex calendars, booking conference rooms for internal and external meetings both in person and virtual, set up conference calls and video conference meetings, etc. Prioritize Outlook calendar management, proactively inform of meeting changes and ensure s stay on schedule throughout the day Coordinate all aspects of domestic/international travel (air, ground, and lodging) and meetings (e.g., meeting rooms, transit etc.) and ensure the Partners are prepared for meetings (e.g., have the necessary materials) Manage payment and tracking of meeting and itinerary changes Track business expenses and prepare expense reports Organize logistics for travel and meetings (e.g., conference registrations, meeting rooms, cabs, transportation, etc.) and ensure the Partners are prepared for meetings (e.g., have the necessary materials) Utilize effective judgement in handling mail, email, correspondence, confidential material and requests Escalate important and urgent items for appropriate action as needed Register for conferences and networking events in a timely manner Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channel Qualifications/Attributes Very strong organizational and administrative skills in a fast-paced environment Ability to manage multiple tasks at once Excellent attention to detail High degree of professionalism and interpersonal skills High proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) Comfortable working with databases and entering data with a high degree of accuracy Strong customer service skills including professional telephone etiquette Team player who is willing to do whatever it takes to contribute to the success of the business 2- 4 years relevant experience is preferred but not required

Rockland Trust is currently seeking an experienced C&I Portfolio Manager to join the Nonprofit credit team in Peabody. The Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer. Portfolio Managers typically support designated Lending Officers and use their credit skills to underwrite and manage a portfolio of loans. Performance reviews are prepared by the Commercial Credit Officer with input from the Regional Manager and Lending Officers. Office location is in Peabody with hybrid schedule flexibility. Responsibilities: Under the direction and review of the Commercial Credit Officer, the PM is responsible for independently evaluating structure and underwriting loan exposure, ensuring appropriate compliance with all bank requirements; Commands a thorough and complete knowledge of the Bank's Loan Underwriting and Administration Guidelines (LUAG) and Credit Policy; Manages the approval and commitment process (e.g. Senior Loan Approval Committee) ensuring compliance with Credit Policy and accuracy of documents and supporting exhibits; Proactively manages credit risk and exposure for an assigned portfolio; initiates credit modifications and risk rating upgrading/downgrading, modifying terms and frequency of covenants, financial reporting, collateral security, audit schedule, etc; Maintains timely renewals of loan maturities for assigned lending team; Manages Covenant Compliance by monitoring, testing, and preparing waivers and reservation of rights letters when required; Facilitates borrower financial reporting submissions to Bank. Responsible for evaluating financial performance of borrower and determining an appropriate risk rating; Identifying early client risk/exposure, early detection of volatile industries and markets for assigned portfolio within designated region; Ensure the timely completion of credit file updates; Collaborates in coordinating pre-closing activities; At the direction of and with assistance of Lending Officer, interacts via phone/email and may visit in person with existing customers and prospects on credit or risk related matters; May identify cross sell opportunities. Required Skills: Ability to make lending recommendations, based on analysis of the borrower's capacity to repay, collateral, management ability and character, projection analysis, industry trends and market position. Demonstrates an understanding and proficiency in working with loan documentation. Ability to conduct diligence sessions with borrowers as needed to develop information and determine whether the loan would be an acceptable risk to the Bank. Act as a Liaison between assigned lending team and the Credit Administration/Operations Department. Required Experience: Three or more years of credit underwriting and portfolio management experience, specifically in Nonprofit credit highly preferred Bachelor Degree in Business, Accounting, Finance, Economics or equivalent. Formal Credit Training preferred. Ability to utilize deductive and inductive reasoning to solve problems. Ability to understand new information and apply it for future problem-solving and decision-making Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

At Northern Bank, banking may be our business, but helping small businesses grow is our passion. Right now, we're looking for a Business Development Manager who understands the vital role small business owners play in our community and has the relationship management skills and business development acumen necessary to help those business owners succeed and grow, help our bank continue to flourish, and help our community continue to thrive. In this take charge role, you will be responsible for driving branch performance, increasing sales, and delivering an exceptional customer experience through leadership, collaborating with internal and external stakeholders, and maintaining strong operational practices. To succeed, you must be adept in all aspects of bank management and operations, including account management, customer service, staff development and sales production. Here, you'll put your exceptional solution selling and new business development skills to work, overseeing and directing all sales activities to ensure branch targets are met and exceeded. You'll also assist branch staff with broadening their network by developing new customer relationships and strengthening existing ones. In addition to focusing heavily on building a customer network, you will also communicate, implement, and monitor compliance with Bank policies and procedures as well as regulatory requirements. If you are a self-motivated, relationship-focused, problem solver, who understands the importance of staying in touch with, and connected to, our industry and community, you may be the perfect representative for the Northern Bank brand. PRIMARY FUNCTIONS Build and promote the branch, drive sales and promote overall ownership and accountability for customer service and branch success. Immerses in the community by leading and supporting the Bank's community related initiatives and events in order to build brand awareness in our local areas. Identifies, develops, and closes sales. Cross-sells bank products/services when appropriate. Develops and communicates sales strategies to staff to enable the branch to achieve and exceed sales/deposit goals. Proactively prospects and grows business banking relationships through outreach to continuously build a strong customer base. Leads staff by applying knowledge of the Bank's products, services, policies and procedures. Creates a positive work environment by providing direction and leadership to branch staff with emphasis on superior customer service skills, achieving sales goals, and teamwork. Develops, coaches, and motivates branch staff, conducts performance counseling as well as evaluations of employee performance. Involved in the recruiting, vetting, interviewing and hiring of new employees. Conducts branch meetings with staff to communicate issues, review product knowledge, set goals, communicate sales results, provide recognition and skill review. Register with Nationwide Mortgage Licensing System (NMLS) to offer Home Equity Line of Credits Only. JOB QUALIFICATIONS 5 years Banking experience 3 years of Management experience Experience in prospecting and deepening relationships with new and existing customers Excellent communication, sales and customer service skills Ability to multitask, prioritize, and manage time efficiently Eager to expand branch with new accounts, clients, and businesses Demonstrated ability to effectively manage, train, coach and counsel employees. Strong computer skills, including Word, Excel, associate degree

Must Have Technical/Functional Skills Experience in creating and maintaining interactive dashboards and reports using Spotfire. Experience in Analyzing data, identifying trends, and translating insights into effective visualizations. Data integration and visualization experience. Must have a strong understanding of the design, development , deployment and administration of business intelligence systems and large scale data warehouses using BI tools and commercial database platforms like Oracle, SQL Server and Teradata. Roles & Responsibilities Ability to transform business level requirements to efficient dashboards and visualizations • Create and managedata warehouse design patterns, designs, standards, and templates • Identify problems, develop ideas and propose solutions within differing situations requiring analytical, evaluative or constructive thinking in daily work and for assigned programs and projects • Hands-on development using Tibco Spotfire to create dashboards & reports and use as standard templates • Define and implement BI management procedures • Design and implement BI metadata and data dictionary design and standards • Define and manage schema objects for Tibco Spotfire projects • Document systems through object models, data definitions and naming conventions • Ability to write reports, documentation and speak effectively before groups of business and IT personnel • Deliver projects/work on time, on budget, in a way that client goals are accomplished

As a Universal Banker, you are the financial relationship to every customer entering the bank. This position plays a key role in providing retail banking services and products to customers. You will be responsible to develop meaningful relationships with each customer. In this role you will educate customers on the different ways they can bank with us by recommending and opening appropriate products and services to help them with their financial needs. You will be able to put your people skills to work by assisting with new and existing customers to understand their financial needs, resolve issues, and process teller transactions as required. Availability to work on Saturday mornings is required. Do you have no experience? We will train the right person. Starting at a Universal Banker Trainee, our training program will give you the opportunity to advance through the different levels of Universal Banker, while continuing to earn a competitive compensation. Pay for this position begins at $18.50 per hour. Do you have a year or more of experience? For the right person, we will start you at our mid-tier level while earning competitive compensation, and we will provide you with a training program that will allow you to move up to our Senior Universal Banker Level. Pay for this position begins at $20.50 per hour. Do you have three years or more of experience? The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. * Leads and participates in delivery of prompt and courteous customer service while following service expectations. Establishes proficiency of the Bank's systems needed to effectively service customers. Researches and resolves customer inquiries and problems. * Adheres to compliance regulations and operational policies and procedures. * Cross-sells Bank products and services to meet customer needs. * Processes financial transactions accurately and timely, balances within percentage guidelines. * Assists with day-to-day operations of the branch. * Provides coverage at any location required. * Performs additional duties as requested. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. Affirmative Action/EEO Statement 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, or protected veteran status and will not be discriminated against on the basis of disability. Requirements * Six months or more of customer service experience. * High school Diploma or equivalent. * Possesses strong customer service and excellent communications skills. * Ability to quickly learn and properly use various software programs. * Bilingual in Spanish or Portuguese is a plus.