Citizens Banker Citizens Financial Group IncCitizens BankerManchester, CTMeaningful 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. 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.
Banker Ion BankBankerNaugatuck, ConnecticutDistribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Retail Banker I - Stamford/Downtown (Bilingual Spanish Preferred) TD BankRetail Banker I - Stamford/Downtown (Bilingual Spanish Preferred)Stamford, ConnecticutTotal 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. Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience.
Float Banker Ion BankFloat BankerConnecticutDistribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Banker, Part-Time - 28 Hours Ion BankBanker, Part-Time - 28 HoursConnecticutDistribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Premier Banker- Southington- Main Street TD BankPremier Banker- Southington- Main StreetSouthington, ConnecticutProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. 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.
Premier Banker- Berlin CT TD BankPremier Banker- Berlin CTBerlin, ConnecticutProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. 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.
Personal Banker KeyCorpPersonal BankerGlastonbury, CT$20.67–$31.25 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
PT Universal Banker Berkshire BankPT Universal BankerLebanon, CT$20–$27.13 / hourDeliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
Universal Banker Berkshire BankUniversal BankerMansfield Center, CT$20–$27.13 / hourDeliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
Senior Banker - Avon, CT PeoplesBankSenior Banker - Avon, CTAvon, CTThe associate may work offsite at community, financial education and bank-at-work events several times a year and occasionally makes business calls with the Banking Center Manager. Certifications, Licenses and/or Registrations Required: Requires the ability to obtain the National Mortgage Licensing System (NMLS) registration - must obtain said license after a period, to be determined by decision maker.
Personal Banker New Haven Shoreline South Wells Fargo & CoPersonal Banker New Haven Shoreline SouthFairfield, CT$21–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Personal Banker New Haven Shoreline North Wells Fargo & CoPersonal Banker New Haven Shoreline NorthHAMDEN, CT$21–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Personal Banker Greater Danbury District Wells Fargo & CoPersonal Banker Greater Danbury DistrictSouthbury, CT$23–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Roving Personal Banker New Haven Shoreline District Wells Fargo & CoRoving Personal Banker New Haven Shoreline DistrictAnsonia, CT$21–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Roving Personal Banker Southern Connecticut Wells Fargo & CoRoving Personal Banker Southern ConnecticutOld Greenwich, CT$23–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this front‑line role, you will provide support across multiple branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach.
Personal Banker Astra BankPersonal BankerPlainville, ConnecticutIf you enjoy working with people, providing excellent customer service, and building lasting relationships, this could be the role for you. The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification.
Universal Banker (Floater) Patriot Bank NAUniversal Banker (Floater)Stamford, CTThe Universal Banker is a prime position within the branch, performing tasks associated with transacting customer requests, managing staff, and identifying new business opportunities with current and potential clients. Perform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information.
Universal Banker Patriot Bank NAUniversal BankerWestport, CTThe Universal Banker is a prime position within the branch, performing tasks associated with transacting customer requests, managing staff, and identifying new business opportunities with current and potential clients. Perform daily banking transactions using the TCR such as, but not limited to, deposits, withdrawals, check cashing, maintaining and reloading ATMs, and requests for account information.
Universal Banker (I, II, or Sr.) Liberty BankUniversal Banker (I, II, or Sr.)CTIn addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.
Universal Banker (I, II, or Sr) Liberty BankUniversal Banker (I, II, or Sr)CTIn addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.
Universal Banker (I, II or Sr.) Liberty BankUniversal Banker (I, II or Sr.)CTIn addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.
Universal Banker (I, II or Sr) Liberty BankUniversal Banker (I, II or Sr)CTIn addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.
Universal Banker (I, II, Sr.) Liberty BankUniversal Banker (I, II, Sr.)CTIn addition, the Universal Banker is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. The Universal Banker is responsible for building deep, meaningful relationships with customers through active discovery conversations that contribute to the overall success and growth of the branch.
Premier Banker- Berlin CT The Toronto-Dominion BankPremier Banker- Berlin CTCT$25.75–$38.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. 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.
Retail Banker I - Stamford/Downtown (Bilingual Spanish Preferred) The Toronto-Dominion BankRetail Banker I - Stamford/Downtown (Bilingual Spanish Preferred)Stamford, CT$24.25–$32.50 / hourDepth & Scope: Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience. OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Premier Banker- Southington- Main Street The Toronto-Dominion BankPremier Banker- Southington- Main StreetSouthington, CT$25.75–$38.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. 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.
Licensed Private Client Banker KeyCorpLicensed Private Client BankerMadison, CT$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Banker ION Financial MHC INCBankerNaugatuck, CTPart timeDistribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Float Banker ION Financial MHC INCFloat BankerMiddlebury, Town of, CTPart timeDistribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Banker, Part-Time - 28 Hours ION Financial MHC INCBanker, Part-Time - 28 HoursSouthington, Town of, CTPart timeDistribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Senior Branch Premier Banker New Haven Shoreline District Wells Fargo & CoSenior Branch Premier Banker New Haven Shoreline DistrictMADISON, CT$34–$65.50 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Relationship Banker Danbury Commerce Park Wells Fargo & CoRelationship Banker Danbury Commerce ParkDanbury, CT$27–$41 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Head Universal Banker - 607 Main Ave Norwalk Citigroup IncHead Universal Banker - 607 Main Ave NorwalkNorwalk, CT$56,500–$73,700 / yearDuties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers). Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateGreenwich, CTOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Client Banker - Westport Main St - Westport, CT JPMorgan Chase & CoPrivate Client Banker - Westport Main St - Westport, CTWestport, CTBeginning 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. 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.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentGreenwich, CTOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Part Time (30 Hours) Associate Banker, Glastonbury Branch, Glastonbury, CT JPMorgan Chase & CoPart Time (30 Hours) Associate Banker, Glastonbury Branch, Glastonbury, CTGlastonbury, CTCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Part Time (30 Hours) Associate Banker, Branford West Main St Branch, Branford, CT JPMorgan Chase & CoPart Time (30 Hours) Associate Banker, Branford West Main St Branch, Branford, CTBranford, CTCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Private Client Banker - Fairfield Center - Fairfield, CT JPMorgan Chase & CoPrivate Client Banker - Fairfield Center - Fairfield, CTFairfield, CTBeginning 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. 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.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorGreenwich, CTOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Client Banker - Glastonbury, CT JPMorgan Chase & CoPrivate Client Banker - Glastonbury, CTGlastonbury, CTBeginning 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. 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.
Part Time (30 Hours) Associate Banker, Hartford South Meadows Branch, Hartford, CT JPMorgan Chase & CoPart Time (30 Hours) Associate Banker, Hartford South Meadows Branch, Hartford, CTHartford, CTCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
PT (30 Hours) - Associate Banker - Clinton Killingworth (New Build) - Clinton, CT JPMorgan Chase & CoPT (30 Hours) - Associate Banker - Clinton Killingworth (New Build) - Clinton, CTClinton, CTCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
U.S. Private Bank - Private Banker - Senior Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - Senior AssociateGreenwich, CTOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Associate Relationship Banker - Greenwich Sound Beach - Old Greenwich, CT JPMorgan Chase & CoAssociate Relationship Banker - Greenwich Sound Beach - Old Greenwich, CTOld Greenwich, CTYou will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Part Time Associate Banker Connecticut South (30 Hours) JPMorgan Chase & CoPart Time Associate Banker Connecticut South (30 Hours)Greenwich, CTCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Relationship Banker - New Canaan, CT JPMorgan Chase & CoRelationship Banker - New Canaan, CTNew Canaan, CTYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Commercial Banker - Emerging Middle Market - Vice President JPMorgan Chase & CoCommercial Banker - Emerging Middle Market - Vice PresidentHartford, CTJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Private Client Banker - Derby Lane Branch (New Build) - Derby, CT JPMorgan Chase & CoPrivate Client Banker - Derby Lane Branch (New Build) - Derby, CTDerby, CTBeginning 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. 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.