Financial Services - Investment Banking
Personal Banker Job 21 miles from Sudbury
Vaco Boston has partnered with our client in Boston, MA to find an individual to fill an Entry Level Finance role.
Responsibilities:
Performs monthly financial reporting tasks
Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis
Performs reporting and monitoring of actual and budget data in a timely and accurate manner
Reviews product investment proposals to provide financial and operational support to product team in preparation of approval
Maintains oversight for operational set up of approved proposals in project planning system
Prepares materials for product planning meetings
Participates in ad-hoc reporting, initiatives and analysis as assigned
Assists in maintaining data integrity within multiple systems
Investigates discrepancies and provides recommendations
Assists in special projects
Qualifications:
Bachelor's degree (preferred)
Proficiency in MS Office (especially Excel and Word)
Attention to detail
Excellent research skills
Strong analytical skills
Exceptional oral and written communication skills
Ability to work equally well under supervision and independently
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $24/hr. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
Senior Compliance Advisor - Digital Consumer Banking
Personal Banker Job 21 miles from Sudbury
Senior Compliance Advisor - Digital Consumer BankingBoston, United States of America
Multiple opportunities available in our Compliance department, areas of focus will be in Deposit and/or Consumer Lending.
We are seeking someone with Consumer Compliance experience, must be detail oriented and with a strong background in governance and/or testing to ensure adherence to regulatory requirements and internal policies. Additionally, support and coordination may be needed across other SLOD risk domains (beyond compliance).
The Senior Advisor will provide key Compliance support to our innovative new digital offering; Openbank and other strategic initiatives. Activities may include quantitative analysis, risk identification and remediation. Represents or supports the representation of the company to minimize compliance and regulatory risk by resolving issues and ensuring adherence to company and legal standards. Responsible for ensuring that all of the company's activities adhere to the necessary rules and regulations, and that the company complies with legal/regulatory statutes and jurisdictions.
Essential Functions/Responsibility Statements:
Ability to lead and coordinate across cross functional risk teams to ensure alignment, support requirements/traceability reviews including testing and validation, and produce program level risk reporting for executive leadership.
Advises management on current issues regarding banking.
Serves as a subject matter expert to ensure documents, projects, processes or product initiatives comply with regulatory and legal requirements and enterprise policy.
Partners with managers in assigned business unit to respond to reports issued by regulatory agencies or audit.
Identifies systemic procedural weaknesses and additional training requirements needed to ensure compliance.
Responds to regulatory inquiries and third party examiners.
Collaborates across business units within the organization to ensure consistency in policies and procedures.
Identifies compliance opportunities and potential solutions.
Performs risk assessments, synthesizes analyses, identifies root cause(s), and provides recommendations to management.
Provides compliance input on business action plans, projects, or operational requests.
Provides insight and guides management on issues.
Leads and influence cross functional enterprise projects or compliance teams.
Leads efforts to improve standardization and efficiency of responses to regulators.
Offers recommendations and makes project related decisions within scope of work assignment.
Serves as a resources to team members on escalated issues of unusual nature.
Mentors and enhances compliance staff knowledge competencies.
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.
Qualifications:
Bachelor's Degree or equivalent work experience in Business, Finance, or equivalent degree.
Master's Degree in Business, Finance, or equivalent field preferred.
9+ Years in Compliance, Legal, Regulatory, or Financial Services.
Skills and Abilities:
Advanced knowledge of regulatory compliance, relevant industry regulations and regulatory data sources.
Understanding of the Agile methodology; ability to work in a fast paced/changing environment.
Demonstrated experience facilitating change to achieve measurable results.
Demonstrated subject matter expertise compliance opportunities and resolution.
Business Line awareness.
Detail orientated with the ability to also understand overall strategy.
Excellent interpersonal, supervisory, and customer service skills required.
Excellent written and verbal communication skills
Excellent critical thinking skills with the ability to be adept in identifying and resolving complex risk management problems.
Excellent project management skills.
Ability to build and foster internal and external relationships.
Understanding of the Agile methodology; ability to work in a fast paced/changing environment.
At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. 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.
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
#LI-Hybrid
Primary Location: Boston, MA, Boston
Other Locations: Massachusetts-Boston,Texas-Dallas
Organization: Santander Bank N.A.
Salary: $90,000 - $165,000/year
Financial Representative
Personal Banker Job 42 miles from Sudbury
Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.!
Our licensed financial professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities.
Do you want to:
Grow both professionally and personally?
Be recognized as a leader in your community?
Help others and initiate change?
Feel accomplished and appreciated?
Are you willing to:
Think Outside the Box?
Face Rejection?
Find the Balance between Work, Study, and Play?
Take Your Life and Career into Your OWN HANDS?
Do you possess:
An Entrepreneurial Mindset?
Community Spirit?
Mad Communication Skills?
Problem Solving Abilities?
If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET:
Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents.
Intensive, and Extensive Hands-On Training
A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything
A 401(k) which we match starting on DAY 1
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
Learn More About Us Here
Click below to learn about our careers!
Careers | Modern Woodmen | Financial Services, Representative, Managing Partner
Financial Services Representative
Personal Banker Job 21 miles from Sudbury
Financial Services Representative/Financial Advisor
The Moody Street Group, LLC
, a General Agency, of the Companies of OneAmerica , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.
The Moody Street Group, LLC,
with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.
If you would like meet with us to learn more,
Apply Now
Note: S
ecurities offered through OneAmerica Securities, Inc.,Member FINRA, SIPC, A Registered Investment Advisor. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor.
Finance Associate
Personal Banker Job 21 miles from Sudbury
We are seeking recent graduates in Finance or Accounting who are eager to pursue a career in the financial industry. The role involves proactively responding to client and internal inquiries, coordinating with internal teams to resolve issues, and analyzing inquiry trends to improve processes.
Responsibilities:
Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary
Research, identify and escalate internal issues that may impact client servicing
Work effectively with internal departments to support client requests, deliverables and issue resolution
Analyze inquiry trends and determine if training is required to help either reduce or automate.
Meet with your client contacts regularly to review pending items.
Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR
Prepare agendas, minutes and coordination of the meetings, and review with your manager.
Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.
Technology Management & Effectiveness
Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries
Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.
Relationship Building & Networking
Collaborate with internal teams to share insights and improve the client experience.
Understand your client's organizational chart to ensure you contact appropriate members to review items.
Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities
Risk & Control
Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information.
Pay attention to detail and contacts sent in emails.
Qualifications:
BA or Equivalent
Ability to communicate effectively with both verbal and written skills
Ability to learn and adapt to new technologies and systems
Strong analytical and problem-solving skills
Language skills commensurate with office location and client relationships supported
Comprehensive working knowledge of Microsoft Office Products
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Sapna Singh
Email: ******************************
Job ID: 25-32572
Trader - Biodiesel
Personal Banker Job 9 miles from Sudbury
We're hiring a Trader, Biodiesel. As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global in Biodiesel. The role will also include commercial analysis for new trading / supply assets, in both terms of new businesses and M&A opportunities. Ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand basis of trading, locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Strong knowledge of rail logistics and current government policies as it relates to the product. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
For over 90 years Global Partners LP has been delivering the energy our communities need to grow, move, and thrive. From Alltown Fresh, with its innovative chef-led creations and guest-focused retail experience, to our vast network of over 50 liquid energy terminals across the eastern seaboard and beyond, Global Partner's integrated network of businesses delivers value day-in and day-out to our guests and customers across the US. At Global Partners we embrace the future, investing in the energy transition with initiatives like GlobalGLO and supporting the communities in which we operate with our charitable work.
We're excited for the next 90 years at Global Partners and what innovative new ideas we can bring to our guests and customers in the future. We're looking for passionate people with great ideas to contribute to our company's future. If you're motivated by what's next, Global Partners can provide you the opportunities to push your career to the next level.
The Types of "Energy" You Bring
* Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
* Effective verbal and written communication skills
* Willingness and desire to learn new skills and take on new responsibilities
* Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
"Gauges" of Responsibility
* Daily ownership and profitability of Bio-diesel and renewable diesel book of business and includes responsibility to procure the most cost-effective product for marketing.
* Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
* Represent and be the lead for Supply on various projects and opportunities.
* Prepare and present management reports as needed.
* Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
* Prepare and present risk/return reports on opportunities and analysis as necessary.
* Find and negotiate term sales, rack deals, etc.
* Find and implement any ways to make changes to increase Supply's profitability, work to grow the business in both current and new markets.
* Support Supply on acquisitions and larger projects.
"Fuel" for You
* Coins! We offer competitive salaries and opportunities for growth. We mean it! We have an amazing Talent Development Team who create trainings for growth and job development.
* Health + Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
* The Road Ahead - We offer 401k and a match component!
* Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
* Give Back! We believe in community support. We know everyone gives in their own way, that's why we offer paid volunteer time-off to you to help an organization of your choice.
The "GPS" of our Interview Process
* First thing's first, if you're interested in the role, please apply.
* A talent acquisition team member will review your resume in partnership with the hiring manager. If your experience would lend to this opportunity a recruiter will contact, you.
* We conduct in-person and virtual interviews and provide additional interview information or other items needed at that time.
Qualifications
* 5+ years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
* Exceptionally strong interpersonal and communication skills
* Outstanding ability to work collaboratively
* Excellent attention to detail
* Excellent time management and multi-tasking skills
* Proficiency with Microsoft Excel a significant plus
Education Requirement
* Bachelor's degree in business, Finance or Accounting
We value passion and potential. If you are enthusiastic about a position and think you can make a meaningful impact, we encourage you to apply even if you don't check every box. We embrace different perspectives, backgrounds and experiences.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************.
* Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Equity Trader
Personal Banker Job 21 miles from Sudbury
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the RoleThe Position
We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts.
This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore.
Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.
Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.
Responsibilities
Principal responsibilities will include, but are not limited to:
Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management.
Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities.
Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts.
Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market.
Remaining informed of new product developments.
Fostering new trading relationships and leveraging existing relationships.
Monitoring and improving efforts to enhance efficiency while mitigating risk.
Qualifications
A successful candidate should have the following qualifications:
Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive.
Ability to work quickly and accurately in a fast-paced, dynamic environment.
Demonstrate a high degree of accuracy in his/her work.
Work well in a team oriented environment.
Strong organizational and communication skills.
Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.
Strong analytical skills and an ability to apply those skills in a highly practical fashion.
An attitude and practice of proactive idea generation and continuous review and improvement of our processes.
Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority.
Strong quantitative skills, programming experience would be additive.
A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency.
Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably.
JOB TITLE
Equity Trader
JOB FAMILY
Trading
LOCATION
280 Congress
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
International Fiber Trader
Personal Banker Job 21 miles from Sudbury
Your Job As an International Fiber Trader specializing in paper and fiber sales, you will join our team to maintain and expand our presence in the global recycling marketplace. Your role will involve pricing products, negotiating contracts, collaborating with internal and external stakeholders, and staying informed on market trends and regulatory changes. This fast-paced, dynamic position requires strong analytical, communication, and problem-solving skills.
Location: We are seeking candidates who are based on the East Coast. This position offers the flexibility of remote work with a home base. Candidates should expect to travel 30-50% of the time, accommodating both domestic and international business requirements as needed while maintaining effective communications with stakeholders. Sponsorship is not available for this position.
Our Team
At GP Recycling, we are a principle-based commodities trading business that does the right thing for our customers, communities, and society while driving economic performance. Our customer-centric approach is built upon the strengths of our diverse team, leveraging their unique skills and knowledge to cultivate mutually beneficial relationships. As an International Recycled Commodity Trader, you will play a pivotal role on our sales trading team, working closely with global partners. Join us in making a positive impact through sustainable recycling solutions. Apply now and be part of our dynamic team.
What You Will Do
Profitably expand international trading business and grows mutually beneficial partnerships.
Develop and execute effective sales strategies to sustain and grow business in the paper and fiber sales sector.
Price products competitively and negotiate contracts with clients to secure favorable terms.
Foster strong relationships with global partners, coordinating sales efforts and ensuring effective collaboration.
Collaborate with internal teams, including operations and logistics, to ensure smooth operations and exceptional customer satisfaction.
Stay updated on market trends, industry developments, and regulatory changes to identify new business opportunities.
Actively maintain thorough market research and analysis to identify potential customers, understand their needs, and develop tailored sales proposals.
Who You Are (Basic Qualifications)
Physical commodity experience in a sales/procurement role OR experience in an international supply chain role
Bachelors Degree OR additional sales, procurement, or international supply chain experience
Microsoft Office experience
Experience effectively communicating across an organization
Experience proactively setting and managing priorities
Experience collaborating cross-functionally with sales, supply chain, logistics, exports, etc.
Willingness to travel 30%+ of the time, including international & domestic travel, based on business needs
What Will Put You Ahead
3+ years experience in the recycling industry
Experience trading recycled fiber commodities
Bilingual (European, Hindi, and Mandarin represent key markets of our business)
Bachelors Degree in Business, Supply Chain, or Finance
For this role, we anticipate paying $100,000 - $130,000 per year depending on the candidate's qualifications and ability to create superior value within the business. This role is eligible for variable pay, issued as a monetary bonus or in another form.
At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy.
Hiring Philosophy
All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here .
Who We Are
Georgia-Pacific LLC is a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. In addition to the products we make, we operate one of the largest recycling businesses. Our more than 30,000 employees in over 150 locations are empowered to innovate every day -to make everyday products even better.
At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company.
Our Benefits
Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter.
Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results.
Equal Opportunities
Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information.
#LI-LRT
2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst
Personal Banker Job 21 miles from Sudbury
JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; New York,NY $38.46-$38.46; Irvine,CA $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Chicago,IL $38.46-$38.46; San Francisco,CA $38.46-$38.46; Seattle,WA $38.46-$38.46
The Middle Market Banking & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply.
The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program.
Middle Market Banking & Specialized Industries (MMBSI) Program
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Universal Banker
Personal Banker Job 32 miles from Sudbury
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.
Interested in a future role at Kelonia? Submit your resume!
Personal Banker Job 21 miles from Sudbury
Here at Kelonia Therapeutics, we aren't just a preclinical company; we're trailblazers in viral engineering, pushing the boundaries of in vivo lentiviral gene and cell therapy. We're not just a team; we're dreamers on a mission to bring the promise of cell and gene therapy to every patient in need.
At Kelonia, we've gathered a group of pioneers in cell and gene therapy to lead our journey, with extraordinary scientific founders at the helm, providing the cutting-edge technology that sets us apart. We're not just building a company; we're cultivating a culture-one that values both skill and care.
Are you ready to be a part of our remarkable journey? Perhaps no current postings match your background? Maybe not the right time for you? Submit your resume! We're always looking for exceptional people to join our growing team. If we introduce a role that matches your background, we will be in touch!
At Kelonia, we are dedicated to promoting a healthy work-life balance, and our benefits are designed to reflect that commitment. Alongside Flexible Time Off (FTO), we offer a flexible scheduling environment that empowers employees to work in a way that aligns with both their needs and our company's objectives. We also provide a team-focused environment with a competitive benefits package, including health, dental, commuter benefits, and more. At Kelonia, we foster a collaborative and inclusive workplace where you can join a small team that values both talent development and achieving company goals.
Kelonia Therapeutics is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, gender identity, sexual orientation, age, religion, national or ethnic origin, disability, protected veteran status or any other basis protected by applicable law. Kelonia does not accept unsolicited resumes from any source other than directly from candidates.
Job Type: Full-time
Location: Boston, MA
Cramer Future Opportunities
Personal Banker Job 18 miles from Sudbury
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
Universal Banker I
Personal Banker Job 26 miles from Sudbury
ABOUT LOWELL FIVE
With nearly $1.7 billion in assets, over 200 employees and 15 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region. We provide support of, and our employees are engaged in, a myriad of leadership roles for numerous community boards and organizations. We are proud of the longevity of our employees and we are committed to finding new talent for our team. We offer career development and educational programs to support personal and professional growth along with a benefit package that supports each employee's best life. For more information, please visit *******************
ESSENTIAL DUTIES AND RESPONSIBILITIES
Bank Operations & Customer Experience
Processes customer transactions and payments within the lobby or drive-thru, including but not limited to deposits, withdrawals, loan payments, check cashing, money orders, bank checks, bonds; accountable for ensuring confidential customer information is securely stored throughout the day
Maintains necessary supplies and cash
Balances cash drawer and transactions at end of working day
Assists in the balancing of the main vault and ATM as needed
Deepens knowledge of account types, products and services to advise and answer customer questions
Ability to answer most customer inquiries independently
May open new accounts for existing customers
Assists in giving customers access to safe deposit boxes (in applicable branches) and adheres to respective procedures and guidelines
Provides excellent customer service to internal and external customers; resolves any problems or complaints in a timely manner and escalates to branch management as appropriate
Assists with branch quality control and scanning
Provides digital technical support for customers
Business Development
Educates customers about Bank products and services to meet their needs; recognizes referral or sale opportunities and initiates introductions to appropriate team members
Meets individual goals for customer retention, and deposit relationship growth efforts
Utilizes the branch team's usage of CRM (Salesforce) as requested
Professional Development
Strives to maintain an inclusive team environment
Learns and maintains knowledge of Bank products and services
Assists in the training of new staff as appropriate
Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change over time.
REQUIREMENTS
High school diploma or equivalent preferred
Previous cash handling and customer service experience in a retail environment preferred
Customer focus with the ability to build and maintain relationships
Strong oral communication skills with the ability to be concise, clear, and consistent
Highly detail-oriented with excellent organizational skills
Ability to problem solve and provide solutions to customer issues
Ability to multi-task and adapt to change
Knowledge of Microsoft Office Suite and basic computer skills
Flexibility in work schedule and at times, location
May require the ability to occasionally lift office products and supplies weighing up to approximately 25 pounds
Universal Banker I
Personal Banker Job 35 miles from Sudbury
Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1
st
VP Manager of Retail Banking
ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people.
OVERVIEW:
The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services.
PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:
1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves.
2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries.
3. May manage Personal Banker Portfolio.
4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance.
5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.
6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management.
7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.
8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement.
9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans.
10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible.
11. Non-Certified with the expectation to work towards full certification as UB II within 9 months
12. Ensure information security policies are adhered to and that required controls are implemented as intended.
13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes.
14. Engage in special projects and other duties as assigned.
OTHER ACCOUNTABILITIES / RESPONSIBILITIES:
15. Performs related and unrelated duties as may be required.
REQUIREMENTS:
Spanish Speaking Preferred.
Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff.
INDEPENDENT ACTION:
Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EEO STATEMENT:
Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law.
FULL-TIME BENEFITS:
401(k)
Employee Pension
Paid Time Off (PTO)
Parental Leave
Tuition Reimbursement
Begins first of the month following date of hire:
Medical, Dental, Vision
Critical Illness Insurance
Disability insurance including LIFE, Long-term disability
Employee Assistance Program
Flexible Spending Account
Dependent Care Account
Health Savings Account
VISIT OUR WEBSITE: *************************************
LINKEDIN: *************************************************************
Universal Banker III
Personal Banker Job 23 miles from Sudbury
Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.
Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.
Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about.
JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following:
Business Development
Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it serves.
In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services.
Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Bank's system of record.
Participate in team meetings, contribute toward branch sales goals, engage in divisional campaigns, and celebrate team successes.
Customer Experience
Deliver an exceptional customer experience every time by:
Making a personal connection with every customer.
Uncovering their financial needs through meaningful discussion and exploration.
Making educated product and service recommendations based on expert knowledge of same.
Providing financial solutions that meet the customer's needs.
Following up to ensure satisfaction.
Business Acumen and Technical Knowledge
Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services.
Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank.
Demonstrate the ability to build relationships and alliances with customers and colleagues.
Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management.
Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook).
Proficient using the Internet (mobile and desktop) to search for and locate information.
Banking Operations
Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions.
As all Salem Five retail positions are required to have ‘universal' branch banking skills, must have / develop a full working knowledge of both the traditional ‘sales' and ‘teller' functions and routinely perform both.
Education and/or Experience High school diploma, or equivalent required. Three-five years' experience in a retail or banking environment or early mastery of Universal Banker II responsibilities required. Some supervisory or management experience required. This position is a ‘key-holder' and as such, is a member of the branch management team, opening/closing the branch as schedules dictate. In the absence of a Manager and/or Assistant Manager, serves as the ‘manager on duty'. Demonstrates leadership abilities, uses sound judgement in decision-making, and serves as a coach for junior staff members. In coordination with the Branch Manager, develops business outside the bank through active engagement in the community, attending networking events, and either jointly with internal business partners or independently conducting business calls on customers and prospects. Proven success in delivering a superior experience in a customer-centric environment. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more
Salary Range: Competitive Base plus incentive
Ready to apply? If this job sounds like a fit for you, then click on Apply/Apply Now in this posting. We look forward to talking with you.
Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970.
Finance Associate
Personal Banker Job 21 miles from Sudbury
Boston, MA
6 Months
Finance Associate is responsible for performing specialized operational securities processing activities in support of the firm's business lines.
This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation.
Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the “big picture” and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel.
• Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents
• Input information into Corporate Action platform for Income and Mandatory Actions
• Identify complex events and communicate to team members.
• Processing of Class Action suits
• Process client instructions through manual entry into the Corporate Actions platform.
• Process agent confirmations through the Corporate Actions platform for communication to clients.
• Written and verbal communication of uninstructed positions to clients on a daily basis.
• Processing of client account profile requests for Corporate Actions.
• Manual entry of payments into the Corporate Actions platform.
• Balancing and reconciling of positions related to corporate action activity.
• Reconciliation of receivables and payables to ensure accurate client cash projections.
• Communication of uninstructed positions via phone call to clients.
• Communicate as part of a team to ensure superior client service.
• Participate in client presentations or calls.
• Identify problem items.
• Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner.
BA/BS degree or equivalent work experience. Demonstrated PC skills. Ability to identify, escalate and resolve a problem.
Ability to communicate professionally through effective verbal and written skills. Ability to manage time efficiently and effectively. Organizational skills and detail-oriented. Ability to multi-task. Ability to work in a team environment. Ability to process transactions timely and accurately Ability to meet deadlines and work under pressure.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Ajay Singh
Email Address: *****************************
Job ID: 25-32331
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Personal Banker Job 21 miles from Sudbury
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Universal Banker
Personal Banker Job 32 miles from Sudbury
Full-time Description
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.
Interested in a future role at Kelonia? Submit your resume!
Personal Banker Job 21 miles from Sudbury
Here at Kelonia Therapeutics, we aren't just a preclinical company; we're trailblazers in viral engineering, pushing the boundaries of in vivo lentiviral gene and cell therapy. We're not just a team; we're dreamers on a mission to bring the promise of cell and gene therapy to every patient in need.
At Kelonia, we've gathered a group of pioneers in cell and gene therapy to lead our journey, with extraordinary scientific founders at the helm, providing the cutting-edge technology that sets us apart. We're not just building a company; we're cultivating a culture-one that values both skill and care.
Are you ready to be a part of our remarkable journey? Perhaps no current postings match your background? Maybe not the right time for you? Submit your resume! We're always looking for exceptional people to join our growing team. If we introduce a role that matches your background, we will be in touch! At Kelonia, we are dedicated to promoting a healthy work-life balance, and our benefits are designed to reflect that commitment. Alongside Flexible Time Off (FTO), we offer a flexible scheduling environment that empowers employees to work in a way that aligns with both their needs and our company's objectives. We also provide a team-focused environment with a competitive benefits package, including health, dental, commuter benefits, and more. At Kelonia, we foster a collaborative and inclusive workplace where you can join a small team that values both talent development and achieving company goals.
Kelonia Therapeutics is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, gender identity, sexual orientation, age, religion, national or ethnic origin, disability, protected veteran status or any other basis protected by applicable law. Kelonia does not accept unsolicited resumes from any source other than directly from candidates.
Job Type: Full-time Location: Boston, MA
Universal Banker I
Personal Banker Job 37 miles from Sudbury
Position: Universal Banker l Job Type: Full-Time Department: Branch Administration Reports To: Retail Branch Manager/ 1st VP Manager of Retail Banking
ABOUT US: Bristol County Savings Bank, founded in 1846, is a full-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank's Financial Advisory Services division has successfully assisted businesses, individuals and non-profits with the management of their assets since 1989. The Bank's steady growth and expansion has resulted in $3.1 billion in assets and just over 400 employees in southeastern Massachusetts and Rhode Island. The key words at Bristol County Savings Bank are: "Commitment, Stability, and Community," values that are combined with state-of-the-art technology to meet the needs of its customers. A dedicated local community bank for over 175 years, Bristol County Savings Bank is actively involved in giving back to all the communities it serves both through financial support and the volunteerism of its people.
OVERVIEW: The Universal Banker handles all aspects of customer interaction including the sales process and transaction handling. Efforts should focus on building full banking relationships with current customers and prospects. The Universal Banker should also recognize customer needs while deepening relationships by promoting, explaining, and cross-selling bank products and services. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: 1. Performs any functions necessary, within scope of authority and expertise in order to provide the highest level of service and responsiveness to customers and the community in which it serves.
2. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Engage with customers by following established customer interaction model to establish new customer relationships, to retain and deepen existing customer relationships, and to provide the highest customer service experience. Fulfill customer financial needs by utilizing the sales process including referrals to business partners, closing sales and completing Customer Summaries.
3. May manage Personal Banker Portfolio.
4. Encourage customer to utilize automated transaction handling by conducting demonstration of alternative banking delivery channels. If automation is not possible or desired by customer, accept and process deposits, payments, checks for cashing and other transactions via manual processing according to established procedures and standards for performance.
5. Handle servicing of customer accounts and resolve issues efficiently and effectively with the highest of customer service standards. Recognize cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.
6. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management.
7. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.
8. May coordinate the operations of a branch office to ensure quality customer service and effective branch operations in conformance with established Bank strategies, policies and procedures. May assist tellers with customer transactions and/or daily branch settlement.
9. May assist with the branch operations and with the training of branch personnel, consistent with the operational protocols established by the Bank. May have the ability to take and close consumer loans including equity loans. 10. May represent the Bank through participation in community and industry related activities. Actively promotes interest in the Bank wherever and whenever possible.
11. Non-Certified with the expectation to work towards full certification as UB II within 9 months
12. Ensure information security policies are adhered to and that required controls are implemented as intended. 13. Research and evaluate data from various sources to identity new threats, trends, issues and opportunities to improve processes. 14. Engage in special projects and other duties as assigned. OTHER ACCOUNTABILITIES / RESPONSIBILITIES: 15. Performs related and unrelated duties as may be required. REQUIREMENTS: Spanish Speaking Preferred. Requires strong interpersonal skills and vibrant, outgoing personality, leading to strong client service and sales skills. Requires knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Requires the ability to apply strong analytical skills in reviewing data received from business partners. Requires the ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Requires effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. INDEPENDENT ACTION: Performs work independently within scope of established guidelines and practices. Consults with Branch Manager, Assistant Branch Manager and/or VP Manager Retail Banking when clarification or exception to Bank policy may be required.
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EEO STATEMENT: Bristol County Savings Bank is an Equal Opportunity Employer and is committed to a diverse workforce. The Bank considers applicants for employment without regard to race, color, sex, sexual orientation, national origin, age, genetic information, veteran status, disability or membership in any other protected class as defined by law.
FULL-TIME BENEFITS: 401(k) Employee PensionPaid Time Off (PTO) Parental LeaveTuition Reimbursement
Begins first of the month following date of hire: Medical, Dental, VisionCritical Illness Insurance Disability insurance including LIFE, Long-term disability Employee Assistance ProgramFlexible Spending AccountDependent Care AccountHealth Savings Account
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