27 Finance jobs

POSITION SUMMARY We have both part-time and full-time opportunities in Allston, East Boston, Revere, Boston, Brookline, Everett, Dorchester, and South Boston. Promote positive customer relationships by performing various duties necessary to complete branch customers' transactions and cross sell Bank products and services. Establish new accounts, products, and services for new and existing customers as needed. Represent the bank to customers with courtesy, friendliness and assurance.  Ensure compliance with Federal and state laws and regulations in addition to Bank standard operating policies and procedures.  Avoid violations, minimize risk and protect the bank.    ESSENTIAL RESPONSIBILITIES   Process branch customers’ transactions; receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, strictly according to Bank policy and procedure, promoting positive customer relations by servicing the customer according to EBSB corporate and division and office standards. Assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as; Bank checks; money orders; etc., within limits of authority. Access customer account records using the Bank’s teller software applications to respond to customer inquiries regarding accounts and transactions.  Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, state and federal regulations such as Reg CC, Reg DD, and Bank Secrecy Act (BSA).  Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor. Explain and refer other Bank products and services to customers to build multiple relationships, and reach referral success goal monthly.  Participate in product promotions by supporting office displays, presenting product information to customers, wearing promotional materials and providing other active support. Handle all cash under daily control, and maintain cash limits, accurately and strictly according to Bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work. Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings, completion of training and participation in promotional events. Perform Sales & Service Representative responsibilities as needed or directed. Perform additional related duties as needed or assigned such as balancing automated teller machine; preparing night deposit bags; operating drive-up window; filing and scanning records; proper and safe procedural response to robberies, and acting in the capacity of a Senior Teller with the required training.   QUALIFICATIONS  High school diploma or equivalent 6+ months previous work experience, especially in customer service   SKILLS   Excellent customer service skills Ability to operate PC and peripheral equipment Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers The ability to count money accurately and distinguish denominations Skilled in exchanging information through verbal or written cues Ability to resolve difficult or challenging customer issues  PREFERENCES  Education pertaining to studies that include banking fundamentals and accounting 6+ months cash handling and sales experience Multilingual capabilities, multicultural perspective   May be exposed to, or the victim of bank robbery.  East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.

POSITION SUMMARY We have both part-time and full-time opportunities in Allston, East Boston, Revere, Boston, Brookline, Everett, Dorchester, and South Boston. Promote positive customer relationships by performing various duties necessary to complete branch customers' transactions and cross sell Bank products and services. Establish new accounts, products, and services for new and existing customers as needed. Represent the bank to customers with courtesy, friendliness and assurance.  Ensure compliance with Federal and state laws and regulations in addition to Bank standard operating policies and procedures.  Avoid violations, minimize risk and protect the bank.    ESSENTIAL RESPONSIBILITIES   Process branch customers’ transactions; receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, strictly according to Bank policy and procedure, promoting positive customer relations by servicing the customer according to EBSB corporate and division and office standards. Assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as; Bank checks; money orders; etc., within limits of authority. Access customer account records using the Bank’s teller software applications to respond to customer inquiries regarding accounts and transactions.  Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, state and federal regulations such as Reg CC, Reg DD, and Bank Secrecy Act (BSA).  Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor. Explain and refer other Bank products and services to customers to build multiple relationships, and reach referral success goal monthly.  Participate in product promotions by supporting office displays, presenting product information to customers, wearing promotional materials and providing other active support. Handle all cash under daily control, and maintain cash limits, accurately and strictly according to Bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work. Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings, completion of training and participation in promotional events. Perform Sales & Service Representative responsibilities as needed or directed. Perform additional related duties as needed or assigned such as balancing automated teller machine; preparing night deposit bags; operating drive-up window; filing and scanning records; proper and safe procedural response to robberies, and acting in the capacity of a Senior Teller with the required training.   QUALIFICATIONS  High school diploma or equivalent 6+ months previous work experience, especially in customer service   SKILLS   Excellent customer service skills Ability to operate PC and peripheral equipment Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers The ability to count money accurately and distinguish denominations Skilled in exchanging information through verbal or written cues Ability to resolve difficult or challenging customer issues  PREFERENCES  Education pertaining to studies that include banking fundamentals and accounting 6+ months cash handling and sales experience Multilingual capabilities, multicultural perspective   May be exposed to, or the victim of bank robbery.  East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.

POSITION SUMMARY We have both part-time and full-time opportunities in Allston, East Boston, Revere, Boston, Brookline, Everett, Dorchester, and South Boston. Promote positive customer relationships by performing various duties necessary to complete branch customers' transactions and cross sell Bank products and services. Establish new accounts, products, and services for new and existing customers as needed. Represent the bank to customers with courtesy, friendliness and assurance.  Ensure compliance with Federal and state laws and regulations in addition to Bank standard operating policies and procedures.  Avoid violations, minimize risk and protect the bank.    ESSENTIAL RESPONSIBILITIES   Process branch customers’ transactions; receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, strictly according to Bank policy and procedure, promoting positive customer relations by servicing the customer according to EBSB corporate and division and office standards. Assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as; Bank checks; money orders; etc., within limits of authority. Access customer account records using the Bank’s teller software applications to respond to customer inquiries regarding accounts and transactions.  Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, state and federal regulations such as Reg CC, Reg DD, and Bank Secrecy Act (BSA).  Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor. Explain and refer other Bank products and services to customers to build multiple relationships, and reach referral success goal monthly.  Participate in product promotions by supporting office displays, presenting product information to customers, wearing promotional materials and providing other active support. Handle all cash under daily control, and maintain cash limits, accurately and strictly according to Bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work. Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings, completion of training and participation in promotional events. Perform Sales & Service Representative responsibilities as needed or directed. Perform additional related duties as needed or assigned such as balancing automated teller machine; preparing night deposit bags; operating drive-up window; filing and scanning records; proper and safe procedural response to robberies, and acting in the capacity of a Senior Teller with the required training.   QUALIFICATIONS  High school diploma or equivalent 6+ months previous work experience, especially in customer service   SKILLS   Excellent customer service skills Ability to operate PC and peripheral equipment Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers The ability to count money accurately and distinguish denominations Skilled in exchanging information through verbal or written cues Ability to resolve difficult or challenging customer issues  PREFERENCES  Education pertaining to studies that include banking fundamentals and accounting 6+ months cash handling and sales experience Multilingual capabilities, multicultural perspective   May be exposed to, or the victim of bank robbery.  East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.  

POSITION SUMMARY We have both part-time and full-time opportunities in Allston, East Boston, Revere, Boston, Brookline, Everett, Dorchester, and South Boston. Promote positive customer relationships by performing various duties necessary to complete branch customers' transactions and cross sell Bank products and services. Establish new accounts, products, and services for new and existing customers as needed. Represent the bank to customers with courtesy, friendliness and assurance.  Ensure compliance with Federal and state laws and regulations in addition to Bank standard operating policies and procedures.  Avoid violations, minimize risk and protect the bank.    ESSENTIAL RESPONSIBILITIES   Process branch customers’ transactions; receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, strictly according to Bank policy and procedure, promoting positive customer relations by servicing the customer according to EBSB corporate and division and office standards. Assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as; Bank checks; money orders; etc., within limits of authority. Access customer account records using the Bank’s teller software applications to respond to customer inquiries regarding accounts and transactions.  Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, state and federal regulations such as Reg CC, Reg DD, and Bank Secrecy Act (BSA).  Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor. Explain and refer other Bank products and services to customers to build multiple relationships, and reach referral success goal monthly.  Participate in product promotions by supporting office displays, presenting product information to customers, wearing promotional materials and providing other active support. Handle all cash under daily control, and maintain cash limits, accurately and strictly according to Bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work. Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings, completion of training and participation in promotional events. Perform Sales & Service Representative responsibilities as needed or directed. Perform additional related duties as needed or assigned such as balancing automated teller machine; preparing night deposit bags; operating drive-up window; filing and scanning records; proper and safe procedural response to robberies, and acting in the capacity of a Senior Teller with the required training.   QUALIFICATIONS  High school diploma or equivalent 6+ months previous work experience, especially in customer service   SKILLS   Excellent customer service skills Ability to operate PC and peripheral equipment Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers The ability to count money accurately and distinguish denominations Skilled in exchanging information through verbal or written cues Ability to resolve difficult or challenging customer issues  PREFERENCES  Education pertaining to studies that include banking fundamentals and accounting 6+ months cash handling and sales experience Multilingual capabilities, multicultural perspective   May be exposed to, or the victim of bank robbery.  East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.  

POSITION SUMMARY We have both part-time and full-time opportunities in Allston, East Boston, Revere, Boston, Brookline, Everett, Dorchester, and South Boston. Promote positive customer relationships by performing various duties necessary to complete branch customers' transactions and cross sell Bank products and services. Establish new accounts, products, and services for new and existing customers as needed. Represent the bank to customers with courtesy, friendliness and assurance.  Ensure compliance with Federal and state laws and regulations in addition to Bank standard operating policies and procedures.  Avoid violations, minimize risk and protect the bank.    ESSENTIAL RESPONSIBILITIES   Process branch customers’ transactions; receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, strictly according to Bank policy and procedure, promoting positive customer relations by servicing the customer according to EBSB corporate and division and office standards. Assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as; Bank checks; money orders; etc., within limits of authority. Access customer account records using the Bank’s teller software applications to respond to customer inquiries regarding accounts and transactions.  Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, state and federal regulations such as Reg CC, Reg DD, and Bank Secrecy Act (BSA).  Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor. Explain and refer other Bank products and services to customers to build multiple relationships, and reach referral success goal monthly.  Participate in product promotions by supporting office displays, presenting product information to customers, wearing promotional materials and providing other active support. Handle all cash under daily control, and maintain cash limits, accurately and strictly according to Bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work. Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings, completion of training and participation in promotional events. Perform Sales & Service Representative responsibilities as needed or directed. Perform additional related duties as needed or assigned such as balancing automated teller machine; preparing night deposit bags; operating drive-up window; filing and scanning records; proper and safe procedural response to robberies, and acting in the capacity of a Senior Teller with the required training.   QUALIFICATIONS  High school diploma or equivalent 6+ months previous work experience, especially in customer service   SKILLS   Excellent customer service skills Ability to operate PC and peripheral equipment Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers The ability to count money accurately and distinguish denominations Skilled in exchanging information through verbal or written cues Ability to resolve difficult or challenging customer issues  PREFERENCES  Education pertaining to studies that include banking fundamentals and accounting 6+ months cash handling and sales experience Multilingual capabilities, multicultural perspective   May be exposed to, or the victim of bank robbery.  East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.    

POSITION SUMMARY We have both part-time and full-time opportunities in Allston, East Boston, Revere, Boston, Brookline, Everett, Dorchester, and South Boston. Promote positive customer relationships by performing various duties necessary to complete branch customers' transactions and cross sell Bank products and services. Establish new accounts, products, and services for new and existing customers as needed. Represent the bank to customers with courtesy, friendliness and assurance.  Ensure compliance with Federal and state laws and regulations in addition to Bank standard operating policies and procedures.  Avoid violations, minimize risk and protect the bank.    ESSENTIAL RESPONSIBILITIES   Process branch customers’ transactions; receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, strictly according to Bank policy and procedure, promoting positive customer relations by servicing the customer according to EBSB corporate and division and office standards. Assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as; Bank checks; money orders; etc., within limits of authority. Access customer account records using the Bank’s teller software applications to respond to customer inquiries regarding accounts and transactions.  Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, state and federal regulations such as Reg CC, Reg DD, and Bank Secrecy Act (BSA).  Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor. Explain and refer other Bank products and services to customers to build multiple relationships, and reach referral success goal monthly.  Participate in product promotions by supporting office displays, presenting product information to customers, wearing promotional materials and providing other active support. Handle all cash under daily control, and maintain cash limits, accurately and strictly according to Bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work. Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings, completion of training and participation in promotional events. Perform Sales & Service Representative responsibilities as needed or directed. Perform additional related duties as needed or assigned such as balancing automated teller machine; preparing night deposit bags; operating drive-up window; filing and scanning records; proper and safe procedural response to robberies, and acting in the capacity of a Senior Teller with the required training.   QUALIFICATIONS  High school diploma or equivalent 6+ months previous work experience, especially in customer service   SKILLS   Excellent customer service skills Ability to operate PC and peripheral equipment Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers The ability to count money accurately and distinguish denominations Skilled in exchanging information through verbal or written cues Ability to resolve difficult or challenging customer issues  PREFERENCES  Education pertaining to studies that include banking fundamentals and accounting 6+ months cash handling and sales experience Multilingual capabilities, multicultural perspective   May be exposed to, or the victim of bank robbery.  East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.  

POSITION SUMMARY We have both part-time and full-time opportunities in Allston, East Boston, Revere, Boston, Brookline, Everett, Dorchester, and South Boston. Promote positive customer relationships by performing various duties necessary to complete branch customers' transactions and cross sell Bank products and services. Establish new accounts, products, and services for new and existing customers as needed. Represent the bank to customers with courtesy, friendliness and assurance.  Ensure compliance with Federal and state laws and regulations in addition to Bank standard operating policies and procedures.  Avoid violations, minimize risk and protect the bank.    ESSENTIAL RESPONSIBILITIES   Process branch customers’ transactions; receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, strictly according to Bank policy and procedure, promoting positive customer relations by servicing the customer according to EBSB corporate and division and office standards. Assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as; Bank checks; money orders; etc., within limits of authority. Access customer account records using the Bank’s teller software applications to respond to customer inquiries regarding accounts and transactions.  Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, state and federal regulations such as Reg CC, Reg DD, and Bank Secrecy Act (BSA).  Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor. Explain and refer other Bank products and services to customers to build multiple relationships, and reach referral success goal monthly.  Participate in product promotions by supporting office displays, presenting product information to customers, wearing promotional materials and providing other active support. Handle all cash under daily control, and maintain cash limits, accurately and strictly according to Bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work. Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings, completion of training and participation in promotional events. Perform Sales & Service Representative responsibilities as needed or directed. Perform additional related duties as needed or assigned such as balancing automated teller machine; preparing night deposit bags; operating drive-up window; filing and scanning records; proper and safe procedural response to robberies, and acting in the capacity of a Senior Teller with the required training.   QUALIFICATIONS  High school diploma or equivalent 6+ months previous work experience, especially in customer service   SKILLS   Excellent customer service skills Ability to operate PC and peripheral equipment Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers The ability to count money accurately and distinguish denominations Skilled in exchanging information through verbal or written cues Ability to resolve difficult or challenging customer issues  PREFERENCES  Education pertaining to studies that include banking fundamentals and accounting 6+ months cash handling and sales experience Multilingual capabilities, multicultural perspective   May be exposed to, or the victim of bank robbery.  East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.  

POSITION SUMMARY We have both part-time and full-time opportunities in Allston, East Boston, Revere, Boston, Brookline, Everett, Dorchester, and South Boston. Promote positive customer relationships by performing various duties necessary to complete branch customers' transactions and cross sell Bank products and services. Establish new accounts, products, and services for new and existing customers as needed. Represent the bank to customers with courtesy, friendliness and assurance.  Ensure compliance with Federal and state laws and regulations in addition to Bank standard operating policies and procedures.  Avoid violations, minimize risk and protect the bank.    ESSENTIAL RESPONSIBILITIES   Process branch customers’ transactions; receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, strictly according to Bank policy and procedure, promoting positive customer relations by servicing the customer according to EBSB corporate and division and office standards. Assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as; Bank checks; money orders; etc., within limits of authority. Access customer account records using the Bank’s teller software applications to respond to customer inquiries regarding accounts and transactions.  Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, state and federal regulations such as Reg CC, Reg DD, and Bank Secrecy Act (BSA).  Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor. Explain and refer other Bank products and services to customers to build multiple relationships, and reach referral success goal monthly.  Participate in product promotions by supporting office displays, presenting product information to customers, wearing promotional materials and providing other active support. Handle all cash under daily control, and maintain cash limits, accurately and strictly according to Bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work. Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings, completion of training and participation in promotional events. Perform Sales & Service Representative responsibilities as needed or directed. Perform additional related duties as needed or assigned such as balancing automated teller machine; preparing night deposit bags; operating drive-up window; filing and scanning records; proper and safe procedural response to robberies, and acting in the capacity of a Senior Teller with the required training.   QUALIFICATIONS  High school diploma or equivalent 6+ months previous work experience, especially in customer service   SKILLS   Excellent customer service skills Ability to operate PC and peripheral equipment Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers The ability to count money accurately and distinguish denominations Skilled in exchanging information through verbal or written cues Ability to resolve difficult or challenging customer issues  PREFERENCES  Education pertaining to studies that include banking fundamentals and accounting 6+ months cash handling and sales experience Multilingual capabilities, multicultural perspective   May be exposed to, or the victim of bank robbery.  East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.  

POSITION SUMMARY Assist with supervising the operation of a full service banking office with deposits of $100 million or more including customer service, staff supervision, personnel administration, security and maintenance, sales and business development, cumulative cash control, data processing (service bureau) and computer equipment operation.   ESSENTIAL RESPONSIBILITIES Assist in planning and development of branch operations, and supervise branch office in absence of Branch Officer. Open and close the branch daily as assigned, monitor continuous operation of branch equipment and security systems, and supervise maintenance of office equipment and physical appearance of office. Perform various daily and periodic cash management duties such as monitoring reserve cash including daily settlement, distribution and collection from tellers, complete cash flow analysis worksheets, order and ship cash when necessary, balance ATM daily, coordinate consolidation of daily work and branch settlement, assist staff in locating and resolving errors, perform audits and random cash audits. Schedule and assign branch staff to ensure adequate coverage and performance of various branch functions, and assist in performance evaluations. Train branch staff in technical duties, security procedures, product knowledge and bank policies and procedures.  Monitor compliance.  Support sales program by coaching, training and reviewing staff performance and goal attainment. Serve internal and external customers alike, providing courteous, prompt support and follow through to all.  Provide by example a positive role model for subordinates. Collect and maintain records of cash items and recommend items for charge off. Relieve and substitute for other branch staff, including Tellers, Sales & Service Representatives, Safe Deposit Specialist at assigned office. Assist with all required monthly audit reports as well as ordering and disbursement, recording and issuance of various checks, passbooks and new account numbers. Prepare various regulatory reports such as large cash transactions, audit reports and others. Interview applicants for all types of loans within limits of authority: provide product counseling as appropriate Participate in staff and Bank wide meetings. Maintain adequate inventory of all supplies. Perform other duties as requested or assigned. QUALIFICATIONS Associates degree or its equivalent in related training and experience Minimum three years of progressively responsible banking experience, enhanced by strong skills in operations, on customer service and sales Proficiency in common office software as well as banking databases PREFERENCES Multilingual capabilities and/or multicultural perspective Previous supervisory experience DEGREE OF INDEPENDENT ACTION Issues requiring further interpretation, clarification or exception are brought to the Branch Manager.    SUPERVISORY RESPONSIBILITY Direct Reports:   Operational supervision for a given shift.  Assistant to Branch Officer with authority to give performance counseling and to draft performance reviews.   WORK REQUIREMENTS Much work is performed seated, but there is a moderate amount of walking, bending, stooping and lifting associated with filing and other routine tasks.  Manual dexterity and visual acuity are needed for frequent PC use.  Critical thinking skills and the ability to form articulate and communicate thoughts persuasively.   East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.  

POSITION SUMMARY We have openings in Somerville and Boston (China Town) Sell and establish new accounts, products and services for new and existing customers. Serve customers and service their accounts efficiently and in a manner which provides the highest level of customer satisfaction and strict compliance with policies, procedures, regualtions and laws. Assess customers' financial needs and cross sell additional products and services to retain customers and increase the profitability of the Bank, both at the desk and through telemarketing. Perform other duties necessary to complete branch customers' transactions. Avoid violations, minimize risk and protect the bank. ESSENTIAL RESPONSIBILITIES Greet and interview existing and perspective customers at the desk to assess financial needs and promote, discuss and sell various bank products and services, including but not limited to; checking accounts, savings and investment accounts, retirement accounts, electronic banking services and consumer loans.  Promote positive customer relations, meeting bank, division and department standards of customer service. Perform teller responsibilities and other duties as needed or directed. Explain and/or demonstrate various additional products and services to customers in order to ascertain complimentary services which would provide value to the customer and to attempt to cross-sell Open, change and close accounts at customers’ request; assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness and forward to appropriate department Contact existing an prospective customers through out-bound call and letters to assess financial needs and promote products and services as described above Respond to customer inquiries regarding accounts and transactions by accessing customer account records using bank platform applications and listening closely to customers’ concerns; change status of any and all customer accounts through file maintenance system Respond to customer inquiries regarding accounts and transactions by accessing customer account records using bank platform applications and listening closely to customers’ concerns; change status of any and all customer accounts through file maintenance system Order ATM/debit cards and ensure their proper functioning; ensure customers’ understanding of remote and electronic banking Process stop payment orders and other account maintenance timely and accurately; sell third party financial instruments as the bank offers them from time to time Prepare, set up and issue approved secured consumer loan products; process applications for various credit services such as passbook loans, Credit Builder and auto loans Consult with Branch management to plan, review and achieve annual individual sales goals according to the Bank’s overall Sales Program Complete daily settlement to verify accuracy of all work QUALIFICATIONS High school diploma or equivalent 1+ years experience in customer service and sales   PREFERENCES 2+ years of directly related experience At least 6 months of retail banking experience Multilingual capabilities and/or multicultural perspective   SKILLS Ability to communicate professionally and effectively in person, on the phone, electronically, or through other means to individuals and groups Excellent customer service skills Ability to work well with diverse populations Knowledge of the bank's products and services Microsoft Office Proficient in industry specific software applications   May require temporary or permanent transfer to another branch location East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.

POSITION SUMMARY We have openings in Somerville and Boston (China Town) Sell and establish new accounts, products and services for new and existing customers. Serve customers and service their accounts efficiently and in a manner which provides the highest level of customer satisfaction and strict compliance with policies, procedures, regualtions and laws. Assess customers' financial needs and cross sell additional products and services to retain customers and increase the profitability of the Bank, both at the desk and through telemarketing. Perform other duties necessary to complete branch customers' transactions. Avoid violations, minimize risk and protect the bank. ESSENTIAL RESPONSIBILITIES Greet and interview existing and perspective customers at the desk to assess financial needs and promote, discuss and sell various bank products and services, including but not limited to; checking accounts, savings and investment accounts, retirement accounts, electronic banking services and consumer loans.  Promote positive customer relations, meeting bank, division and department standards of customer service. Perform teller responsibilities and other duties as needed or directed. Explain and/or demonstrate various additional products and services to customers in order to ascertain complimentary services which would provide value to the customer and to attempt to cross-sell Open, change and close accounts at customers’ request; assist customers in proper completion of account transactions and paperwork; review documents for accuracy and completeness and forward to appropriate department Contact existing an prospective customers through out-bound call and letters to assess financial needs and promote products and services as described above Respond to customer inquiries regarding accounts and transactions by accessing customer account records using bank platform applications and listening closely to customers’ concerns; change status of any and all customer accounts through file maintenance system Respond to customer inquiries regarding accounts and transactions by accessing customer account records using bank platform applications and listening closely to customers’ concerns; change status of any and all customer accounts through file maintenance system Order ATM/debit cards and ensure their proper functioning; ensure customers’ understanding of remote and electronic banking Process stop payment orders and other account maintenance timely and accurately; sell third party financial instruments as the bank offers them from time to time Prepare, set up and issue approved secured consumer loan products; process applications for various credit services such as passbook loans, Credit Builder and auto loans Consult with Branch management to plan, review and achieve annual individual sales goals according to the Bank’s overall Sales Program Complete daily settlement to verify accuracy of all work QUALIFICATIONS High school diploma or equivalent 1+ years experience in customer service and sales   PREFERENCES 2+ years of directly related experience At least 6 months of retail banking experience Multilingual capabilities and/or multicultural perspective   SKILLS Ability to communicate professionally and effectively in person, on the phone, electronically, or through other means to individuals and groups Excellent customer service skills Ability to work well with diverse populations Knowledge of the bank's products and services Microsoft Office Proficient in industry specific software applications   May require temporary or permanent transfer to another branch location East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.

POSITION SUMMARY Provide quality customer service to internal and external customers. Resolve customer issues, conduct account inquiries, and answer questions about bank products via phone, email, fax, and regular mail. Confirm identity of caller to protect his/her personal and financial information. Assist with bank promotions and sales efforts by describing and cross-selling bank products and services. ESSENTIAL RESPONSIBILITIES Serve as the bank’s first line of quality customer service to all internal and external calls. Resolve customer issues, conduct account inquiries, and answer questions about bank products via phone, email, fax, and regular mail professionally and courteously. Confirm identity of caller to protect his/her personal and financial information.Demonstrate ongoing commitment to the bank’s customer service by performing at consistent high levels of customer service. Maintain a thorough knowledge of bank products and services and be able to provide service on all bank products, services and procedures. Provide quality service and support in processing requests in a variety of areas including, but not limited to: consumer and business deposit accounts, consumer and business loan account inquiries, online and mobile banking, and stop payments. Assist customers with debit card disputes and card maintenance and research requests. Research and resolve customer inquiries with the goal of resolving the inquiry on the first call. Completely and accurately address online inquiries and resolve issues. Describe features and benefits of automated products including Telephone Banking and Online Banking in order to attain the service and sales goals set forth by management. Provide rotating coverage to the switchboard. Verification of deposits processed and completed in a timely manner. Direct and assist customers with online account opening. Help customers troubleshoot various technical issues with online and mobile account access (i.e. issues with firewalls and cookies, smartphone account access). QUALIFICATIONS H.S. Diploma or equivalent 1+ years customer service experience 1+ years banking experience SKILLS Excellent customer service skills Excellent verbal and written communication skills Ability to resolve difficult or challenging customer issues Attention to detail Basic Microsoft Word and Excel skills Strong analytical skills PREFERENCES 1+ years experience in a call center environment Multilingual capabilities and/or multicultural perspective   East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law.

Job Description : Financial Advisor Training Program - Portland, OR Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Company Description : About Ameriprise (US)About Ameriprise : With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. Responsibilities : • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications : • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications : • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. 

Job Description : Financial Advisor Training Program - Conshohocken, PA Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Company Description : About Ameriprise (US)About Ameriprise : With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. Responsibilities : • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications : • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications : • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. 

Job Description : Financial Advisor Training Program - Saddle Brook, NJ Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Company Description : About Ameriprise (US)About Ameriprise : With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. Responsibilities : • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications : • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications : • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. 

Job Description : Financial Advisor Training Program - Downers Grove, IL Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Company Description : About Ameriprise (US)About Ameriprise : With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. Responsibilities : • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications : • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications : • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. 

Job Description : Financial Advisor Training Program - Los Angeles, CA Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Company Description : About Ameriprise (US)About Ameriprise : With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. Responsibilities : • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications : • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications : • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. 

Job Description : Financial Advisor Training Program - Vancouver, WA Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Company Description : About Ameriprise (US)About Ameriprise : With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. Responsibilities : • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications : • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications : • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. 

Job Description : Financial Advisor Training Program - Boston, MA Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Company Description : About Ameriprise (US)About Ameriprise : With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. Responsibilities : • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications : • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications : • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. 

Job Description : Financial Advisor Training Program - Chicago, IL Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Company Description : About Ameriprise (US)About Ameriprise : With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. Responsibilities : • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications : • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications : • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.