Banker I
Trader Job 17 miles from Boston
OverviewIt is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker I promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution.ResponsibilitiesCustomer Experience - Develops an understanding of customers needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker I is proficient in all teller transactions, opening of personal accounts, basic business accounts, and domestic wire transfers, among other technical and people skills.Operational Excellence - Ensures quality and accuracy of work. The Banker I possesses a solid basic understanding of the Banks digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications.Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Banks strategic goals.Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks, and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately.Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.QualificationsEducationHigh School Diploma or its equivalent is Requiredsome college Work Experience6-12 months teller or similar customer service-related experience within banking; or a recent graduate of the Banker Trainee Program is RequiredKnowledge, Skills, and AbilitiesMust possess knowledge of basic math principles and be able to perform basic mathematical procedures.Demonstrated customer service, sales, organizational, communication, and interpersonal skills.Must possess strong attention to detail.Must possess at least intermediate technology skills, including knowledge of Microsoft Office.Must be able to work extended and weekend hours.Scheduling and work location flexibility required.Must be able to sit for extended periods of time.Must be able to stand for extended periods of time and lift 25 pounds.Licenses and CertificationsMust attain designation of Notary Public within 6 months. RequiredMiddlesex Savings Bank is an EO/AA Employer: Min/Fem/Vet/DisabledPI267070340RequiredPreferredJob Industries
Other
Trader - Biodiesel
Trader Job 9 miles from Boston
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 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
Trader Job In Boston, MA
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).
Buy Side Trader
Trader Job In Boston, MA
Boston-based hedge fund seeking a Trader to work with a team which invests in equities, derivatives, and fixed income across the world through fundamental and quantitative strategies. The trading team is comprised of creative problem-solvers and self-starters who have the proven ability to produce results.
Responsibilities
* Global trading execution on equities, debt, futures, and other asset classes
* Stock loan trading and refinancing
* Management of sell side relationships and trade negotiations
* Building a knowledge base of the differing legal, trading, and operational implications of investing in a wide variety of financial instruments and markets
* This role is more than an execution only role in that our traders generally need to understand the strategies behind the trades in order to be effective.
* This role is less than a prop trader or alpha generation role in that we are looking for a candidate to help implement existing strategies rather than generate new trade ideas.
Qualifications
* Previous experience as a buy side or sell side trader in any asset classes
* Strength in the following areas:
* Quantitative/analytical ability
* Communication and negotiation
* Multi-tasking while maintaining attention to detail
* Work ethic
* Interest in the following:
* Learning about the investment and market microstructure context of the trades being made.
* Helping others on the investment team.
#LI-SM1
Interested in a future role at Kelonia? Submit your resume!
Trader Job In Boston, MA
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
Equity Trader
Trader Job In Boston, MA
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.
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 ensures that all qualified applicants will receive equal 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)
Commodity Trader
Trader Job 35 miles from Boston
We are seeking candidates who possess an entrepreneurial spirit and have the ability to build long-term mutually beneficial relationships. Our business has no size limitations and offers you the thrill of a start-up with the financial stability of an established industry leader.
As a Commodity Lumber Trader, you will…
Provide value to customers by feeding them information on the market pricing, and product availability.
Actively join forces with your partners on our trading floor.
Unearth deals from your suppliers.
Get a charge out of existing relationships and prospect for new business with energy.
Manage your open orders with single-minded devotion to detail.
Enjoy lively and dynamic conversations.
You Must Be…
The best or be working to get there.
Gregarious, you've never met a stranger.
Book-smart or street-smart, but brilliant is okay too.
Focused, you never take your eye off the ball.
Persistent, hard-working, honest, accountable, and you must love your mother (we don't require a note).
Fun-loving
Not For you if…
You get hurt feelings when customers tell you ‘no'.
You are average, grumpy, boring or complacent.
Technology gives you a headache.
You like earnings capped.
At Seaboard you will play an active role in enhancing our leadership culture by joining a group of innovative women and men with the drive to be the best in their profession. You and your partners on the trading floor provide fast-paced market information and product to buyers across North America and around the globe.
Learn the renewable resource trade of commodity forest products through our extensive training program and develop a career that will enable you to reach your personal financial goals while making a meaningful positive impact on others.
For forty years we have celebrated our people - Seaboard's greatest asset.
Institutional Equity Electronic Sales/Sales Trader
Trader Job In Boston, MA
We are seeking a highly motivated and experienced Institutional Equity Electronic Sales/Sales Trader for the RJET platform. This role will focus on developing and managing relationships with institutional clients. The ideal candidate will have a strong understanding of market structure, algorithmic trading strategies, and execution analytics to provide clients with tailored trading solutions.
Key Responsibilities:
- Build and maintain relationships with institutional clients, including hedge funds, asset managers, and pension funds.
- Provide expertise on electronic trading solutions, including algorithmic execution, smart order routing, and transaction cost analysis (TCA).
- Collaborate with clients to optimize execution strategies based on market conditions and trading objectives.
- Monitor market activity and provide real-time insights on execution performance and market trends.
- Work closely with technology and quant teams to enhance electronic trading capabilities and client offerings.
- Ensure compliance with regulatory requirements and internal risk controls in all trading activities.
Qualifications & Skills:
- Bachelor's degree in finance, economics, or a related field.
- 5+ years of experience in electronic sales trading or institutional equities.
- Strong knowledge of equity market structure, algorithmic trading, and execution platforms.
- Excellent communication and relationship management skills.
- Ability to analyze market data and provide actionable insights.
Licenses/Certifications:
- FINRA Series 7 & 63
**Education**
Bachelor's: Business Administration, Bachelor's: Economics, Bachelor's: Finance
**Work Experience**
General Experience - More than 15 years
**Certifications**
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA)
**Travel**
Up to 50%
**Workstyle**
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
\#LI-RE1
Energy Trader, Portfolio Management Group
Trader Job In Boston, MA
About our Company
Equilibrium Energy is revolutionizing the clean energy transition by developing innovative grid-scale energy storage solutions. Our technology and market platform helps utilities, independent power producers, and commercial customers optimize their renewable energy assets, improve grid reliability, and accelerate decarbonization. As a fast-growing climate tech company, we're building infrastructure that will shape the future of energy markets and enable a sustainable energy economy.
Equilibrium Energy is a well-funded, Series B clean energy startup backed by some of the most prominent institutional investors in climate. New colleagues will share our vision that a next-generation energy company must be built from the ground up on deep industry expertise combined with an unwavering commitment to modern digital approaches. We're looking for collaborative, talented, passionate and resourceful folks to join our team and help us lay the foundation for our important mission and ambitious plan.
What we are looking for
The Energy Trader role will be a part of the Equilibrium Portfolio Management group, working as part of a collaborative team of quantitative researchers, software engineers and traders developing proprietary virtual, PTP and FTR strategies across multiple ISOs while supporting fundamental based forecasting efforts.
What you will do
Develop and execute Virtuals and FTR trading strategies across one or multiple ISO/RTO markets (ERCOT, PJM, MISO, SPP, CAISO)
Conduct fundamental market analysis, leveraging power flow models such as PowerWorld and Dayzer, or similar to identify congestion patterns and trading opportunities.
Work closely with quants and engineers to integrate fundamental modeling forecasts and insights into existing and new strategies
Analyze nodal price formation, transmission constraints, and generation dispatch to optimize trading positions.
Maintain an in-depth understanding of ISO rules, policy changes, regulatory impacts on trading strategies and act as a subject matter expert on short term and congestion trading approaches.
Collaborate with risk management and portfolio management teams.
Contribute to the continuous improvement of trading models, automation tools, and market data pipelines.
The minimum qualifications you'll need
Bachelor's or advanced degree in Engineering, Mathematics, Economics, Computer Science, or a related field, masters preferred.
Proven experience in trading or supporting a trading desk, with a focus on Virtuals, PTP and FTRs.
Strong expertise in fundamental grid modeling and power flow analysis, using tools such as PowerWorld, Dayzer, or similar
Deep knowledge of ISO market structures, bidding strategies, and congestion modeling in any of ERCOT, PJM, MISO, and SPP.
Strong proficiency in Python, with experience in data analysis, automation, and model development for trading strategies.
Ability to interpret market data and transmission constraints to drive trading decisions.
Strong collaboration skills with quantitative researchers and software engineers to refine and scale trading models.
Experience with SQL, R, and other analytics/data tools a plus
Not sure this is the right role for you?
We are a high growth company with accelerating hiring needs so there's a great chance we'll be able to create a custom role for you, now or in the future. All roles, titles and compensation packages are tailored to the applicant, so apply anyways and tell us in your cover letter about your dream role.
What we offer
Equilibrium is composed of deeply knowledgeable industry experts across all our functions, with decades of experience in energy-specific commercial structuring, power systems engineering, machine learning, computational research, operations research, distributed and compute-intensive infrastructure, and modern software & ML engineering. Our experience in the space means we've previously built versions of nearly every technical component of our platform. We are now designing them better, and combining them in a holistic and novel way, to achieve global scale and climate impact. We pride ourselves on our deeply empathetic & collaborative culture, honest and direct but respectful communication, and our balanced, flexible, and remote-first work environment.
Employee benefits include:
Competitive base salary and a comprehensive medical, dental, vision, and 401k package
Opportunity to own a significant piece of the company via a meaningful equity grant
Unlimited vacation and flexible work schedule
Ability to work remotely from anywhere in the United States, Canada & Europe, or join one of our regional hubs in Boston, SF Bay Area, or London
Accelerated professional growth and development opportunities through direct collaboration and mentorship from leading industry expert colleagues across energy and tech
Equilibrium Energy is a diverse and inclusive, equal opportunity employer that does not discriminate on the basis of race, gender, nationality, sexual orientation, veteran status, disability, age, or other legally protected status.
2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst
Trader Job In Boston, MA
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.
Cramer Future Opportunities
Trader Job 13 miles from Boston
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!
Senior Business Banker - Boston, MA
Trader Job In Boston, MA
The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market.
Primary responsibilities include meeting with prospects to bring in new relationships, developing strong COIs in the marketplace, and closing new business opportunities. This role places a strong emphasis on prospecting and business development, as well as deepening relationships with existing clients.
Key Responsibilities:
Proactively generates new business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions.
Meet with prospects to bring in new relationships, develop strong COI relationships in your market, and close new business opportunities to grow the bank's client base and revenue.
Build and maintain a robust network of centers of influence (COI's), including CPA's, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth.
Retain and manage clients within your portfolio, with a focus on deepening relationships and cross selling additional products and services to meet client needs.
Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure a seamless banking experience for all clients.
Maintain a strong understanding of Capital One's credit policy, ensuring compliance while effectively evaluating and mitigating risk.
Skills:
Proven experience in business development, with a strong track record of generating and closing new business through prospecting.
Established network of centers of influence and demonstrated ability to grow this network through active engagement and networking events.
Strong business development skills with the ability to build trust with prospects, clients, and professional partners.
Expertise in deposit acquisition, treasury management, credit solutions, and other banking products.
Exceptional leadership, negotiation, and communication skills.
A Business Banker's success is driven by the ability to prospect and develop lasting relationships, close new business, and deepen client engagement. This is an opportunity to make a meaningful impact on the marketplace while contributing to the growth of Capital One.
Basic Qualifications:
At least 2 years of Business Banking experience
Preferred Qualifications:
5 years Business Banking experience
Formal credit training
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Sales Territory: $140,600 - $160,400 for Sr. Business Banker
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Private Client Banker (New Build) - Boston (Seaport), MA
Trader Job In Boston, MA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Banker- Greater Boston Market
Trader Job In Boston, MA
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Dream Job Resume Bank
Trader Job In Boston, MA
Interested in joining the 617MediaGroup team, but don't see a position that is the right fit for you?
Don't worry. We are always looking for talented communicators, campaigners, designers, developers, and strategists to join our rapidly growing team.
Feel free to submit an application here, and we will be in touch with next steps, when we have an opening that is a good fit.
Financial Representative
Trader Job In Boston, MA
It's an exciting time to be at Hanscom Federal Credit Union!
As a member of our Financial Wellness WealthTrek Center, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.
Who we are - Hanscom Federal Credit Union
Members-first - our members are our top priority. We make business decisions with our members at the top of mind.
Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy.
Teamwork - we are in this together and we all benefit from our success.
Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.
What we offer
A full-time, permanent position that will reward you through a competitive incentive program.
Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
We are committed to fostering career growth and development - when you join our organization it's not just a job.
We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are - Financial Representative
You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.
What you'll do
Provide a friendly welcome, clearly introduce our location's unique concept, and ensure seamless, engaging visits for all guests. Answer inquiries, provide guidance, and ensure every guest enjoys a smooth experience from start to finish through our questing room(s). Create and sustain an inviting, positive environment, making each visit impactful and enjoyable.
Educate and support members on their journey towards financial wellness with the credit union's initiatives. Collaborate with the financial wellness coaching team to identify coaching opportunities, provide support, and facilitate referrals. Promote the credit union's commitment to financial wellness and community support through active participation in events and workshops.
Manage and optimize Financial Wellness Coaches' appointments to improve member experience and minimize waiting times.
Act as the face of the branch, enhancing member satisfaction through expert knowledge of credit union products and services, and resolving inquiries.
Maintain cleanliness, functionality, and a welcoming atmosphere, resetting spaces as necessary to ensure readiness.
Work with facility management and vendors to ensure all interactive and technical infrastructures operate flawlessly.
Offer key services for new and existing members, managing a variety of transactions and account types. Consult members to identify and recommend appropriate financial products. Conduct deposits, withdrawals, transfers, and loan payments with precision and security.
Participate in daily branch operations, including opening and closing procedures, cash handling, and transaction accuracy.
Comply with all financial regulations and policies, applying risk management strategies to safeguard member information and prevent fraud.
Performs other tasks or functions as required, requested, necessary or prudent from time to time.
Knowledge/Skills/Experience Required:
Strong desire to work in a purpose-driven organization
3 to 5 years of similar or related experience; prior experience in banking or credit union roles, with a robust understanding of financial products and services.
Preferably holding an associate or bachelor's degree in finance, Business Administration, or a related field.
Exceptional communication and customer service skills, capable of positively engaging with members.
Energetic, positive, enthusiastic, passionate, forward thinking, team player, coachable, aspirational and empathetic.
Proficient in financial software systems and digital banking platforms.
Well-versed in financial regulations, compliance standards, and risk management practices.
Able to multitask and manage priorities effectively in a fast-paced environment.
PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 35 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
** Must be authorized to work in the US **
Citizens Banker
Trader Job In Boston, MA
Salary Range: $24.36 - $30.45 / hour
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience:
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Financial Services Representative
Trader Job In Boston, MA
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. #ZR
Small Business Banker I
Trader Job In Boston, MA
Boston, Massachusetts, United States of America **Hours:** 40 **Pay Details:** $25.00 - $40.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Small Business Banker I proactively deepens relationships with existing Small Business customers within a specified territory. The Small Business Banker I ensures equal access to banking products and services across all communities including businesses in low-to-moderate income areas and minority communities. This role initiates contact with all new Small Business customers by conducting a customer assessment within 30 days of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager) based on the results of the customer assessment.
**Depth & Scope:**
+ Actively calls all New Small Business customers that have opened accounts in partner stores and completes a customer assessment
+ Actively calls SB customers assigned and meets with them as necessary to deepen relationship, manage customer service issues, and identify product needs
+ Actively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth
+ Assigns SB Customers to proper TD Relationship Manager based on customer parameters
+ Directly manages group of Stores loan portfolio within Front End Fulfillment process, responsible for the origination, structuring and closing of all non RMLM Small Business loan requests.
+ Develops Small Business product expertise to properly vet potential product fits for our customer base
+ Works with the Stores and Commercial Bank to ensure superior Customer service as measured by CWI
+ Manages Portfolio of all loans in Front End Fulfillment process including relationship checkups and the renewal process.
+ Determines the proper relationship manager (RMLM/SB Specialist/Store Manager) for all new to bank customers and assigns appropriately
+ Possesses comprehensive knowledge of the local market, competitive offers, and economic trends
+ Works closely with the Small Business Credit Center and SBB product groups to ensure satisfactory customer response times for new credit application.
+ Reviews all reports, including, but not limited to pipelines, dashboards, etc. to ensure accurate and complete reporting, evaluating performance weekly
**Education & Experience:**
+ Bachelor's Degree or equivalent experience
+ 5+ Years of related experience
+ Two years of calling and lending or credit support related experience at the Small Business level
+ Demonstrated ability to achieve and exceed marketing goals
+ Needs to be able to understand and analyze personal and business financial statements
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Banker Trainee, Float
Trader Job 23 miles from Boston
OverviewIt is the responsibility of the Banker Trainee to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. This position provides the training needed to acquire and develop the skills necessary to function successfully in the role of a Banker I. The training period will include a focus on both technical skills, such as the processing of transactions and opening and servicing of accounts, and on advisory skills, such as uncovering customer needs and providing information on products that meet those needs. During the training period, trainees will promote strong customer relationships as follows: conduct a wide array of customer transactions, assist customers with questions and problem resolution, and recommend products and services as appropriate.ResponsibilitiesCustomer ExperienceDevelops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate.Operational ExcellenceEnsures quality and accuracy of work. Develops sound technical knowledge, including of Bank products, services, and technology services. Stays informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others.TeamworkIs an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment.CredibilityFollows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and Bank's strategic goals. Takes ownership of the learning and development process and partners with supervisors and training department staff to complete program requirements successfully.Decision MakingUnderstands and complies with Bank policies and procedures. Brings requests for exceptions to branch supervisors as appropriate. Is aware of potential risks and alerts branch supervisors as appropriate. Learns to recognize warning signs of fraud and escalates appropriately.MiscellaneousPerforms functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required.QualificationsEducationHigh School Diploma or its equivalent is RequiredAssociate's Degree or some college is PreferredWork Experience6-12 months of cash handling or customer service related experience is RequiredKnowledge, Skills, and AbilitiesMust possess knowledge of basic math principles and be able to perform basic mathematical procedures.Demonstrated customer service, sales, organizational, communication, and interpersonal skills.Must possess strong attention to detail.Must possess at least intermediate technology skills, including knowledge of Microsoft Office.Must be able to work extended and weekend hours.Scheduling and work location flexibility required.Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds.Middlesex Savings Bank is an EO/AA Employer: Min/Fem/Vet/DisabledPI265716676RequiredPreferredJob Industries
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