Finance Jobs in Massachusetts

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    17 jobs found

    Treasury Services Officer

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, South Easton, 2375
    Permanent
    Competitive

    The Treasury Services Officer is responsible for building strong partnerships across all business lines with a focus of providing treasury and account management support to the Bank's CRB (Cannabis Related Business) customers while expanding and retaining existing customers. This position directly contributes to the Bank's deposit growth goal by ensuring customers' needs are fully met while providing the best possible customer experience. The ideal candidate must have a solid banking background with expertise in Treasury Services products and with providing excellent customer service. A strong focus on "wowing" internal and external customers. Essential Job Responsibilities The essential functions include, but are not limited to the following: - Engages in business development and client servicing activities for all indirect and direct cannabis prospects and customers, providing consultative working cash flow assessments and recommendations of the Bank's products and services. - Responsible for preparing account analysis pro-formas and proposals and driving collaboration between business lines to provide the best possible new customer experience. - Facilitates onboarding of all new customer relationships through the Shield platform, including opening accounts and facilitating the implementation of treasury management services. - Trains customers in the Shield Assure compliance platform, post account opening. - As needed, provides additional service to Commercial and Business Banking customers on all deposit and treasury management needs with support from the Operations Team. - Monitors customer relationships and performs relationship reviews on the Bank's cannabis customers and presents findings and recommendations to customers thus enhancing relationships and retention. - Acts as liaison between CRB customers, internal bank departments including BSA, Compliance, Operations and Retail. - Manages the risk exposure relative to treasury management services. - Provides timely and responsive customer service by meeting agreed-upon deadlines and commitments. - Proactively participates in partners' team and sales meetings providing input, training and assistance in developing business. - Supports management decisions and goals in a positive, professional manner and represents the Bank with a high level of integrity. - Works closely and collaboratively with other departments in the Bank, treating all employees with respect. - Maintains knowledge of treasury management policies and procedures and follows all bank policies and procedures, and compliance regulations. - Assumes responsibility for special projects as assigned. Required Knowledge, Skills & Work Experience - Bachelor's Degree in business, marketing or finance preferred or equivalent education and work experience. - Three (3) to five (5) years of cash management or treasury services within the banking industry required. - Proficient in Microsoft Office Products and other Database software. - Strong time management, contact management and records management skills. - Knowledge of key bank regulations, including, but not limited to, Know Your Customer, the Bank Secrecy Act, and Anti-Money Laundering policies, procedures and related programs especially as they relate to cannabis banking. Physical Demands The employee will operate in a general office environment, using office equipment such as a phone and a computer. The employee must be able to bend and squat occasionally when accessing computer or treasury services related equipment. This position will be required to use transportation to visit client and potential client businesses in a variety of industries and work environments. The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing and able to interact frequently with the general public. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Pay Range Disclosure The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Compensation details: 00 Yearly Salary PI488b865a591f-2106

    Relationship Banker I (Part -Time)

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Brockton, 2302
    Permanent
    Competitive

    Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. Our Retail Division is the cornerstone of what makes banking with NESB different. Deeply rooted within our communities, we strive to deliver exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-focused model. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. Job Overview: Location: 656 Crescent Street, Brockton, MA 02302 Hours: Up to 29 hours/week Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed and valued every time they visit one of our branches. Tapping into your exceptional customer service skills, you'll assist customers by leveraging a comprehensive understanding of deposit and consumer loan products to efficiently and accurately process customer requests. What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you: - Greeting and welcoming customers courteously, identifying their financial needs and providing excellent service. - Meeting assigned customer service and sales goals while recommending appropriate solutions and referring to product specialists when necessary. - Completing customer requests, including account openings, maintenance, and routine transactions such as deposits and withdrawals, check cashing, etc. - Maintaining and balancing cash drawers, reconciling discrepancies to ensure accuracy. - Complying with bank operations and security procedures, participating in dual-control functions and maintaining customer traffic surveys. - Developing and deepening customer relationships by efficiently resolving issues and enhancing knowledge of bank products and services. - Following all bank security, compliance, and established policies and procedures. Requirements: To thrive in this role, you will need: - A high school diploma or equivalent with 1-3 years of related cash handling customer-facing experience. You have enjoyed assisting customers in retail stores, restaurants, etc. - Exceptional customer service skills. You are a strong communicator who easily engages with people. - Proven cross-selling experience. You make relevant product recommendations that will benefit the customer. - A dedication to detail and efficiency. You take pride in delivering accurate and timely work that enhances the customer experience. - Strong computer and math skills, with a commitment to confidentiality. You utilize technology effectively to streamline processes while safeguarding sensitive information. - High level of accountability, teamwork, and a growth mindset. You actively seek feedback and collaborate with others to drive continuous improvement in both personal and team performance. Physical Demands: This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. NESB123 PI7c060fcf07fe-3106

    Relationship Banker I

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Hanson, 2341
    Permanent
    Competitive

    Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. Our Retail Division is the cornerstone of what makes banking with NESB different. Deeply rooted within our communities, we strive to deliver exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-focused model. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed and valued every time they visit one of our branches. Tapping into your exceptional customer service skills, you'll assist customers by leveraging a comprehensive understanding of deposit and consumer loan products to efficiently and accurately process customer requests. What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you: - Greeting and welcoming customers courteously, identifying their financial needs and providing excellent service. - Meeting assigned customer service and sales goals while recommending appropriate solutions and referring to product specialists when necessary. - Completing customer requests, including account openings, maintenance, and routine transactions such as deposits and withdrawals, check cashing, etc. - Maintaining and balancing cash drawers, reconciling discrepancies to ensure accuracy. - Complying with bank operations and security procedures, participating in dual-control functions and maintaining customer traffic surveys. - Developing and deepening customer relationships by efficiently resolving issues and enhancing knowledge of bank products and services. - Following all bank security, compliance, and established policies and procedures. To thrive in this role, you will need: - A high school diploma or equivalent with 1-3 years of related cash handling customer-facing experience. You have enjoyed assisting customers in retail stores, restaurants, etc. - Exceptional customer service skills. You are a strong communicator who easily engages with people. - Proven cross-selling experience. You make relevant product recommendations that will benefit the customer. - A dedication to detail and efficiency. You take pride in delivering accurate and timely work that enhances the customer experience. - Strong computer and math skills, with a commitment to confidentiality. You utilize technology effectively to streamline processes while safeguarding sensitive information. - High level of accountability, teamwork, and a growth mindset. You actively seek feedback and collaborate with others to drive continuous improvement in both personal and team performance. Physical Demands: This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. NESB123 PIb4f-9931

    PT UNIVERSAL AGENT

    Freedom Credit Union

    Finance
    On-Site
    Massachusetts, Northampton, 1060
    Permanent
    Competitive

    Primary Summary: This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties Essential Functions/Position Responsibilities: - Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary. - Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc. - Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity. - Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary. - Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union. - Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Experience A minimum of 6 months to one-year previous financial institution experience required including time spent in preparatory position. Bilingual highly preferred. Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Travel Float positions require the ability to travel to other branches as scheduling needs require. Compensation details: 19.07-28.6 Hourly Wage PI822a362ff5d2-4209

    Senior Associate - Corporate Finance - Turnaround & Restructuring

    Berkeley Research Group, LLC

    Finance
    Hybrid
    Massachusetts, Boston, 2108
    Permanent
    $80,000 - $135,000/year

    BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring Location: Boston, MA Position Type: Full time Requisition ID: JR100105 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: - Turnaround & Restructuring (T&R) - Strategic Performance Solutions (SPS) - Retail Performance Improvement (RPI) - Transaction Advisory (TA) - Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: - Three-statement financial modeling, including scenario planning - Financial planning & analysis - 13-week cash flow modeling - Chapter 11 process - Transactions, including sale of assets or businesses Responsibilities - Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements. - Execute multiple tasks across a consulting engagement including modeling and client presentations. - Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models. - Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives. - Assist in preparation of reports, written analyses, presentations, and other client deliverables. - Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development. - Demonstrate the highest degree of professionalism, ethics, quality, and integrity. Qualifications - Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field; - 3+ years of work experience, ideally in a consulting or professional services environment; - Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses; - Ability to manage and analyze large volumes of financial and operational data; - Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations; - Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals; - Strong problem solving and project management skills; - CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus; - Advanced in Microsoft Excel, PowerPoint, Word; - Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.); and - Willingness to travel as needed. Candidate must be able to submit verification of their legal right to work in the United States, without company sponsorship. Salary Range: $80,000 to $135,000 per year. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise and purpose-built emerging technologies. Our culture centers on agility and connectivity which sets us apart and gets you ahead. At BRG, our professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with our global reach and resources, our diverse perspectives and technical capabilities make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Compensation details: 00 Yearly Salary PI71221a8427ab-9043

    Consultant - Corporate Finance - Turnaround and Restructuring

    Berkeley Research Group, LLC

    Finance
    Hybrid
    Massachusetts, Boston, 2108
    Permanent
    $90,000 - $160,000/year

    BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Consultant - Corporate Finance - Turnaround and Restructuring Location: Boston, MA Position Type: Full time Requisition ID: JR100424 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: - Turnaround & Restructuring (T&R) - Strategic Performance Solutions (SPS) - Retail Performance Improvement (RPI) - Transaction Advisory (TA) - Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: - Three-statement financial modeling, including scenario planning - Financial planning & analysis - 13-week cash flow modeling - Chapter 11 process - Transactions, including sale of assets or businesses Responsibilities - Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements - Execute multiple tasks across a consulting engagement including modeling and client presentations - Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models - Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives - Assist in preparation of reports, written analyses, presentations, and other client deliverables - Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development - Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications - Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field; - 4+ years of work experience, ideally in a consulting or professional services environment; - Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses; - Ability to manage and analyze large volumes of financial and operational data; - Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations; - Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals; - Mature presence, empathy, intellectual curiosity, and ability to learn quickly; - Ability to work well independently or in a team dynamic; - Ability to manage multiple tasks, prioritize changing work demands and learn quickly; - CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus; - Advanced in Microsoft Excel, PowerPoint, Word; and - Willingness to travel as needed. Salary Range: $90,000 to $160,000 per year. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Compensation details: 00 Yearly Salary PI0f1404b1bd66-7497

    Managing Consultant - Corporate Finance - Turnaround & Restructuring

    Berkeley Research Group, LLC

    Finance
    Hybrid
    Massachusetts, Boston, 2108
    Permanent
    $120,000 - $185,000/year

    BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Managing Consultant - Corporate Finance - Turnaround & Restructuring Location: Boston, MA Position Type: Full time Requisition ID: JR100090 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. BRG Corporate Finance has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: - Turnaround & Restructuring (T&R) - Strategic Performance Solutions (SPS) - Retail Performance Improvement (RPI) - Transaction Advisory (TA) - Transaction & Valuation Opinions (VAL) The Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: - Three-statement financial modeling, including scenario planning - Financial planning & analysis - 13-week cash flow modeling - Chapter 11 process - Transactions, including sale of assets or businesses Responsibilities : - Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagement. - Manage the junior team on multiple tasks across a consulting engagement including modeling and client presentations - Utilize business, finance, accounting, and analytical skills to perform and oversee tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models - Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives - Assist in preparation of reports, written analyses, presentations, and other client deliverables - Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development - Demonstrate the highest degree of professionalism, ethics, quality, and integrity - Open and ready to expand your network with clients to become a trusted and reputable advisor Qualifications: - Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field; - 7+ years of work experience, ideally in a consulting or professional services environment; - Expertise in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses; - Ability to manage and analyze large volumes of financial and operational data; - Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations; - Demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals; - Strong problem solving and project management skills; - CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus; - Advanced in Microsoft Excel, PowerPoint, Word; - Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.); and - Willingness to travel as needed. Salary Range: $120,000 to $185,000 per year. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise and purpose-built emerging technologies. Our culture centers on agility and connectivity which sets us apart and gets you ahead. At BRG, our professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with our global reach and resources, our diverse perspectives and technical capabilities make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Compensation details: 00 Yearly Salary PIdf6e2de08dd9-9030

    Consultant - Corporate Finance - Turnaround & Restructuring

    Berkeley Research Group, LLC

    Finance
    Hybrid
    Massachusetts, Boston, 2108
    Permanent
    $90,000 - $160,000/year

    BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Consultant - Corporate Finance - Turnaround & Restructuring Location: Boston, MA Position Type: Full time Requisition ID: JR100510 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: - Turnaround & Restructuring (T&R) - Strategic Performance Solutions (SPS) - Retail Performance Improvement (RPI) - Transaction Advisory (TA) - Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: - Three-statement financial modeling, including scenario planning - Financial planning & analysis - 13-week cash flow modeling - Chapter 11 process - Transactions, including sale of assets or businesses Responsibilities - Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements - Execute multiple tasks across a consulting engagement including modeling and client presentations - Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models - Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives - Assist in preparation of reports, written analyses, presentations, and other client deliverables - Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development - Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications - Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field; - 4+ years of work experience, ideally in a consulting or professional services environment; - Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses; - Ability to manage and analyze large volumes of financial and operational data; - Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations; - Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals; - Mature presence, empathy, intellectual curiosity, and ability to learn quickly; - Ability to work well independently or in a team dynamic; - Ability to manage multiple tasks, prioritize changing work demands and learn quickly; - CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus; - Advanced in Microsoft Excel, PowerPoint, Word; and - Willingness to travel as needed. Salary Range: $90,000 to $160,000 per year. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Compensation details: 00 Yearly Salary PIb10e9ee80e2c-2968

    Relationship Banker II

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Halifax, 2338
    Permanent
    Competitive

    Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. Our Retail Division is the cornerstone of what makes banking with NESB different. Deeply rooted within our communities, we strive to deliver exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-focused model. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. Position Summary: As a Relationship Banker II , you will play a key role in shaping the customer experience by leveraging your knowledge of deposit and consumer loan products. This position offers you the opportunity to develop leadership skills and take on increased responsibilities in branch operations. You will not only be a trusted advisor to customers but also an essential part of the team, building lasting relationships through financial education and personalized solutions. This is the perfect opportunity for someone looking to take the next step in their banking career while contributing to the success of the branch and the satisfaction of customers. What you will do: In this role, you'll take ownership of the branch in the absence of the Assistant Branch Manager or Branch Manager, ensuring smooth operations and exceptional service. Your ability to build lasting relationships and collaborate with colleagues will be key to driving success and exceeding goals. Every day you can expect to: - Cultivate Relationships: Greet and engage customers with warmth and professionalism, actively listening to their needs and offering tailored financial solutions. - Drive Success: Work collaboratively with your team to meet and exceed customer service and sales goals, while maintaining the highest standards of service. - Problem-Solve and Innovate: Develop strong, trusting relationships by addressing customer issues with a proactive and solution-oriented approach. - Mentor and Lead: Support the development of junior bankers and Relationship Banker I's, providing guidance and training to help them succeed in their roles. - Operational Excellence: Contribute to key operational tasks including audits, cash settlements, ATM management, and reporting, ensuring the branch operates efficiently and securely. - Make a Lasting Impact: Deepen customer relationships by identifying opportunities to offer additional bank products and services, contributing to both individual and branch-wide growth. Requirements: To thrive in this role, you'll need: - A high school diploma or equivalent (college coursework or degree preferred). - 3-5 years of proven success in a customer-focused banking role. This role is ideal for someone who is currently a head teller seeking to develop their skills within Bank Operations. - A passion for customer service, with the ability to build rapport and trust quickly. - Strong communication, interpersonal, and sales skills that allow you to connect with customers and team members alike. - A mindset of continuous growth, with a desire to take on leadership responsibilities and learn new skills. - Exceptional attention to detail, organization, and commitment to accuracy. - The ability to maintain confidentiality and act with the utmost integrity. - Availability to work a rotating schedule from Monday through Saturday, supporting both your team and our customers. Physical Demands: This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. NESB123 PIb2dc0d46e5-

    Commercial Portfolio Manager II (C&I)

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, South Easton, 2375
    Permanent
    Competitive

    Description: Position Summary The Commercial Portfolio Manager II is responsible for the independent management and administration of assigned C&I commercial relationships. This role partners closely with Commercial Relationship Managers and Credit Administration to support portfolio quality, identify emerging risks and deliver responsive service to borrowers. The Commercial Portfolio Manager II performs independent credit analysis, manages routine and moderately complex portfolio relationships, and serves as a primary portfolio contact for assigned borrowers. This role specializes in commercial and industrial (C&I) lending relationships, partnering with Commercial Relationship Managers to analyze business operations, cash flow, working capital needs and borrowing structures that support operating companies across a variety of industries. Essential Job Responsibilities The essential functions include, but are not limited to: - Independently manages assigned portfolio relationships and ongoing servicing requirements. - Monitors portfolio performance, covenant compliance, financial reporting requirements, and credit quality. - Evaluates emerging risks and recommends risk rating changes and corrective actions when appropriate. - Ensures portfolio compliance with Bank policies, procedures, and regulatory requirements. - Performs independent financial statement analysis, cash flow analysis, global cash flow analysis, working capital analysis and credit risk assessment. - Evaluates business operating performance, liquidity, leverage, and repayment capacity to identify emerging credit risks. - Assists in structuring and underwriting commercial and industrial lending facilities, including lines of credit, equipment financing, owner-occupied commercial real estate, and other commercial loan products. - Prepares annual reviews, renewals, modifications, and credit approval packages for assigned relationships. - Assists in structuring credit facilities and developing recommendations for routine and moderately complex transactions. - Develops i ndustry, borrower, and business-specific risk assessments to support credit decisions. - Serves as the primary portfolio contact for assigned borrowers regarding financial reporting, covenant compliance, renewals, and servicing matters. - Participates in customer meetings and site visits and supports relationship development efforts. - Coordinates with Commercial Relationship Managers to identify opportunities to strengthen customer relationships. - Assists in evaluating and underwriting new commercial and industrial credit opportunities. - Prepares term sheets, commitment letters, and supporting documentation for new and existing relationships. - Supports portfolio growth initiatives through proactive borrower engagement and relationship support. - Provides guidance and support to less experienced Portfolio Managers and analysts. - Demonstrates increasing expertise in commercial credit, portfolio management, and relationship management practices. Knowledge, Skill & Abilities - Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred. - Minimum three (3) to six (6) years of commercial banking, credit analysis, portfolio management, or related experience. - Strong knowledge of commercial credit underwriting, financial statement analysis, cash flow analysis, working capital analysis, and loan documentation. - Knowledge of commercial and industrial lending structures, revolving lines of credit, borrowing base concepts, and business operating cycles preferred. - Ability to independently evaluate borrower performance and credit risk. - Strong written and verbal communication skills. - Strong relationship management and customer service skills. - Ability to manage multiple priorities with limited supervision. Preferred Experience - Experience supporting commercial and industrial loan portfolios in a community or regional banking environment. - Experience analyzing operating companies across a variety of industries. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range Disclosure The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: .28 Yearly Salary PIc7fa8c07a6f7-0512

    Relationship Banker I (Part-Time)

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Middleboro, 2346
    Permanent
    Competitive

    Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. Our Retail Division is the cornerstone of what makes banking with NESB different. Deeply rooted within our communities, we strive to deliver exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-focused model. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed and valued every time they visit one of our branches. Tapping into your exceptional customer service skills, you'll assist customers by leveraging a comprehensive understanding of deposit and consumer loan products to efficiently and accurately process customer requests. As a part-time employee, you may work up to 29 hours per week. What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you: - Greeting and welcoming customers courteously, identifying their financial needs and providing excellent service. - Meeting assigned customer service and sales goals while recommending appropriate solutions and referring to product specialists when necessary. - Completing customer requests, including account openings, maintenance, and routine transactions such as deposits and withdrawals, check cashing, etc. - Maintaining and balancing cash drawers, reconciling discrepancies to ensure accuracy. - Complying with bank operations and security procedures, participating in dual-control functions and maintaining customer traffic surveys. - Developing and deepening customer relationships by efficiently resolving issues and enhancing knowledge of bank products and services. - Following all bank security, compliance, and established policies and procedures. Requirements: To thrive in this role, you will need: - A high school diploma or equivalent with 1-3 years of related cash handling customer-facing experience. You have enjoyed assisting customers in retail stores, restaurants, etc. - Exceptional customer service skills. You are a strong communicator who easily engages with people. - Proven cross-selling experience. You make relevant product recommendations that will benefit the customer. - A dedication to detail and efficiency. You take pride in delivering accurate and timely work that enhances the customer experience. - Strong computer and math skills, with a commitment to confidentiality. You utilize technology effectively to streamline processes while safeguarding sensitive information. - High level of accountability, teamwork, and a growth mindset. You actively seek feedback and collaborate with others to drive continuous improvement in both personal and team performance. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands: This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. NESB123 PI40e0444ebd34-7398

    Financial Advisor

    New York Life, Coelho Group Bridgewater

    Finance
    Hybrid
    Massachusetts, Bridgewater, 2324
    Permanent
    $60,000 - $200,000/year

    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A ), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) . For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world . New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see Compensation: $60,000 - $200,000 Responsibilities: - Create customized financial plans using the products and services we offer based on each client's potential life and financial needs - Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice - Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations - Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services - Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications: - Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required - Strong relationship management skills and/or experience required - Ability to successfully network to prospect new potential clients is a must About Company Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A ), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table 2, with more members than any other financial institution in the world. Compensation details: 00 Yearly Salary PIae4670d5cfa3-3316

    Mortgage Loan Originator (Brockton Region)

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Brockton, 2301
    Permanent
    Competitive

    Description: Position Summary The Mortgage Loan Officer is responsible for originating residential mortgage and home equity lending products within the Bank's designated lending footprint. This position develops and maintains relationships with customers, Realtors , builders, attorneys, nonprofit organizations, government agencies, and other referral sources to generate new business opportunities. The Mortgage Loan Officer manages the customer relationship throughout the loan origination process, from application through closing, while ensuring compliance with applicable laws, regulations, investor guidelines, and Bank policies. This role achieves individual production, customer service, and profitability goals through business development activities, referral generation, and community involvement. The Mortgage Loan Officer serves as a trusted advisor to customers and supports the Bank's commitment to responsible lending, affordable housing initiatives, and community development. Essential Job Responsibilities The essential functions include, but are not limited to the following: - Develops and maintains referral relationships with Realtors , builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. - Develops and executes business development strategies to achieve individual loan production and profitability goals. - Participates in networking events, industry associations, community activities, and housing-related programs to promote the Bank's mortgage products and services. - Interviews applicants, evaluates financial information, and recommends appropriate mortgage and home equity lending solutions. - Assists customers with the completion of loan applications and collection of required documentation. - Conducts preliminary reviews of loan applications for completeness, accuracy, and eligibility prior to submission for processing and underwriting. - Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience. - Develops and maintains an active pipeline of mortgage and home equity loans from application through closing and ensures timely collection and submission of required documentation. - Maintains accurate customer, pipeline, and referral source information within the Bank's loan origination and customer relationship management systems and prepares required production and management reports. - Develops and conducts homebuyer education seminars, financial literacy programs, and community outreach activities. - Supports the Bank's Community Reinvestment Act (CRA) objectives through participation in affordable housing initiatives, first-time homebuyer programs, and community development activities. - Identifies opportunities to refer customers to other Bank products and services and facilitates introductions to appropriate business partners. - Maintains knowledge of mortgage products, underwriting guidelines, investor requirements, processing procedures, and applicable federal and state lending regulations. - Ensures compliance with all Bank policies, procedures, and applicable laws and regulations, including but not limited to BSA/AML, CRA, ECOA, Fair Lending, HMDA, RESPA, SAFE Act, TILA, TRID, OFAC, and applicable state lending requirements. - Completes all required compliance and regulatory training and promptly escalates potential compliance, operational or fraud concerns. - Performs other duties and special projects as assigned. This position does not possess independent underwriting approval authority unless specifically delegated by management. Knowledge, Skills & Work Experience - High School Diploma or equivalent required; Associate's or Bachelor's degree in Business, Finance, Marketing, Economics, or a related field preferred. - Minimum of two (2) years of residential mortgage loan origination experience required. - Demonstrated success in achieving loan production, sales and customer service goals. - Experience within a community bank, regional bank, credit union or mortgage banking environment preferred. - Experience with affordable housing, first-time homebuyer and community development programs preferred. - Strong sales, relationship management, and business development skills with the ability to generate self-sourced mortgage business. - Thorough knowledge of residential mortgage products, processing, underwriting, closing procedures, and secondary market guidelines. - Experience with FNMA, FHLMC, FHA, VA, USDA, state housing programs, bond programs, and private mortgage insurance requirements. - Strong understanding of federal and state lending regulations and compliance requirements. - Ability to analyze financial statements, tax returns, income documentation, credit reports, and other financial information. - Excellent customer service, interpersonal, presentation, written and verbal communication skills. - Strong organizational, time management and problem-solving skills with the ability to manage multiple priorities. - Proficiency with mortgage loan origination systems, automated underwriting systems, customer relationship management platforms, Microsoft Office applications, and related technology. - Ability to work independently and collaboratively in a team environment. - Must maintain registration with the Nationwide Multistate Licensing System (NMLS) in accordance with SAFE Act requirements. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: 0 Hourly Wage PId6d3de116faa-2989

    Mortgage Loan Originator (Plymouth Region)

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Plymouth, 2360
    Permanent
    Competitive

    Description: Position Summary The Mortgage Loan Officer is responsible for originating residential mortgage and home equity lending products within the Bank's designated lending footprint. This position develops and maintains relationships with customers, Realtors , builders, attorneys, nonprofit organizations, government agencies, and other referral sources to generate new business opportunities. The Mortgage Loan Officer manages the customer relationship throughout the loan origination process, from application through closing, while ensuring compliance with applicable laws, regulations, investor guidelines, and Bank policies. This role achieves individual production, customer service, and profitability goals through business development activities, referral generation, and community involvement. The Mortgage Loan Officer serves as a trusted advisor to customers and supports the Bank's commitment to responsible lending, affordable housing initiatives, and community development. Essential Job Responsibilities The essential functions include, but are not limited to the following: - Develops and maintains referral relationships with Realtors , builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. - Develops and executes business development strategies to achieve individual loan production and profitability goals. - Participates in networking events, industry associations, community activities, and housing-related programs to promote the Bank's mortgage products and services. - Interviews applicants, evaluates financial information, and recommends appropriate mortgage and home equity lending solutions. - Assists customers with the completion of loan applications and collection of required documentation. - Conducts preliminary reviews of loan applications for completeness, accuracy, and eligibility prior to submission for processing and underwriting. - Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience. - Develops and maintains an active pipeline of mortgage and home equity loans from application through closing and ensures timely collection and submission of required documentation. - Maintains accurate customer, pipeline, and referral source information within the Bank's loan origination and customer relationship management systems and prepares required production and management reports. - Develops and conducts homebuyer education seminars, financial literacy programs, and community outreach activities. - Supports the Bank's Community Reinvestment Act (CRA) objectives through participation in affordable housing initiatives, first-time homebuyer programs, and community development activities. - Identifies opportunities to refer customers to other Bank products and services and facilitates introductions to appropriate business partners. - Maintains knowledge of mortgage products, underwriting guidelines, investor requirements, processing procedures, and applicable federal and state lending regulations. - Ensures compliance with all Bank policies, procedures, and applicable laws and regulations, including but not limited to BSA/AML, CRA, ECOA, Fair Lending, HMDA, RESPA, SAFE Act, TILA, TRID, OFAC, and applicable state lending requirements. - Completes all required compliance and regulatory training and promptly escalates potential compliance, operational or fraud concerns. - Performs other duties and special projects as assigned. This position does not possess independent underwriting approval authority unless specifically delegated by management. Knowledge, Skills & Work Experience - High School Diploma or equivalent required; Associate's or Bachelor's degree in Business, Finance, Marketing, Economics, or a related field preferred. - Minimum of two (2) years of residential mortgage loan origination experience required. - Demonstrated success in achieving loan production, sales and customer service goals. - Experience within a community bank, regional bank, credit union or mortgage banking environment preferred. - Experience with affordable housing, first-time homebuyer and community development programs preferred. - Strong sales, relationship management, and business development skills with the ability to generate self-sourced mortgage business. - Thorough knowledge of residential mortgage products, processing, underwriting, closing procedures, and secondary market guidelines. - Experience with FNMA, FHLMC, FHA, VA, USDA, state housing programs, bond programs, and private mortgage insurance requirements. - Strong understanding of federal and state lending regulations and compliance requirements. - Ability to analyze financial statements, tax returns, income documentation, credit reports, and other financial information. - Excellent customer service, interpersonal, presentation, written and verbal communication skills. - Strong organizational, time management and problem-solving skills with the ability to manage multiple priorities. - Proficiency with mortgage loan origination systems, automated underwriting systems, customer relationship management platforms, Microsoft Office applications, and related technology. - Ability to work independently and collaboratively in a team environment. - Must maintain registration with the Nationwide Multistate Licensing System (NMLS) in accordance with SAFE Act requirements. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: 0 Hourly Wage PI7949da38ecb8-1134

    Assistant Branch Manager- Retail Banking

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Mansfield, 2048
    Permanent
    Competitive

    Description: Shop Local. Bank Local. Work Local. As an Assistant Branch Manager , you'll be a trusted leader and key support to the Branch Manager, helping ensure smooth daily operations while delivering exceptional customer service. You'll combine your banking expertise, leadership skills, and customer-focused mindset to support branch performance, develop staff, and strengthen customer relationships while upholding NESB's policies, procedures, and community-driven values. This is an excellent opportunity for an experienced retail banking professional ready to take the next step in branch leadership. What You Will Do: In this role, you'll balance operational excellence with relationship building. A typical day may include: - Supporting and overseeing branch operations, including assuming leadership responsibilities in the absence of the Branch Manager. - Opening, closing, and settling the branch while ensuring compliance with all Bank policies and procedures. - Balancing cash drawers and assisting with ATM, coin machine, and night depository settlement. - Conducting monthly audits in accordance with NESB's Standard Operating Procedures. - Building strong customer relationships by assisting with account openings and recommending appropriate Bank products and services. - Identifying customer needs and generating appropriate internal and external referrals. - Originating consumer and mortgage loan applications with accuracy and attention to detail. - Assisting with employee scheduling, performance evaluations, and disciplinary reviews as needed. - Reviewing and maintaining reports to support branch operations and performance. - Participating in Saturday rotations. To Thrive in This Role, You Will Need: - High School Diploma or equivalent required; Bachelor's degree preferred. - A minimum of two (2) years of branch or banking experience interacting with customers. Prior experience as a Senior Teller or Senior Relationship Banker is ideal. - Active NMLS registration, or the ability to obtain it within a designated timeframe. - Current Notary Public designation, or the ability to obtain it. - Strong communication, interpersonal, and relationship-building skills to effectively support customers and employees. - A collaborative leadership style with a commitment to service excellence, accountability, and continuous improvement. The pay range for this position is based on the lowest to highest salary we in good faith believe to pay for this position at the time of this posting. We may ultimately pay more than the posted range and the range may be modified in the future. An individual's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, business or organizational needs, affordability and market pay. Physical Demands: This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: 23-24 Hourly Wage PIf0e33f95eecc-7510

    Business Banking Officer

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Middleboro, 2346
    Permanent
    Competitive

    Description: Position Summary The Business Banking Officer is responsible for driving business banking growth within an assigned geographic market. This position develops, manages and expands relationships with small business customers and prospects by providing lending, deposit and treasury management solutions. The Business Banking Officer partners with internal teams to deliver exceptional customer service, achieve growth objectives and maintain a high-quality loan and deposit portfolio. Essential Job Responsibilities The essential functions include, but are not limited to the following: - Develops and maintains relationships with existing and prospective business customers through proactive calling efforts, networking and community involvement. - Meets with prospects and customers to identify financial needs and recommends appropriate lending, deposit, and treasury management solutions. - Generates new business opportunities and deepens existing relationships to increase customer penetration. - Achieves established goals for loan production, deposit growth, treasury management services and overall business development activities. - Manages and monitors a portfolio of business banking relationships, ensuring strong asset quality and customer retention. - Conducts preliminary credit analysis and gathers financial information necessary for loan requests in accordance with Bank policies and procedures. - Collaborates with retail, commercial, mortgage and other business lines to identify and make quality referrals. - Develops and executes sales and calling plans to achieve growth objectives. - Plans, participates in, and follows up on community, organizational and branch events to generate business opportunities and strengthen the Bank's presence in the market. - Represents the Bank in civic, professional, and community organizations to promote business development and enhance the Bank's reputation. - Ensures compliance with all applicable banking regulations, Bank policies, and risk management standards. Knowledge, Skills Work Experience - Bachelor's degree in Business, Finance, Accounting, or a related field; or equivalent combination of education and experience. - Minimum of three (3) years of business banking or financial services sales experience. - Demonstrated business development, relationship management and portfolio management skills. - Solid knowledge of business lending, deposit products, treasury management services, and related banking products. - Proven ability to develop new business and achieve sales and growth goals. - Excellent communication, presentation, networking, and interpersonal skills. - Strong organizational skills with the ability to manage multiple priorities effectively. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. NESB123 Requirements: Compensation details: 00 Yearly Salary PI37ccc96020ec-2105

    Relationship Banker I (Greater Middleboro/Plymouth Float)

    North Easton Savings Bank

    Finance
    On-Site
    Massachusetts, Middleboro, 2346
    Permanent
    Competitive

    Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. Our Retail Division is the cornerstone of what makes banking with NESB different. Deeply rooted within our communities, we strive to deliver exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-focused model. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed and valued every time they visit one of our branches. Tapping into your exceptional customer service skills, you'll assist customers by leveraging a comprehensive understanding of deposit and consumer loan products to efficiently and accurately process customer requests. What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you: - Greeting and welcoming customers courteously, identifying their financial needs and providing excellent service. - Meeting assigned customer service and sales goals while recommending appropriate solutions and referring to product specialists when necessary. - Completing customer requests, including account openings, maintenance, and routine transactions such as deposits and withdrawals, check cashing, etc. - Maintaining and balancing cash drawers, reconciling discrepancies to ensure accuracy. - Complying with bank operations and security procedures, participating in dual-control functions and maintaining customer traffic surveys. - Developing and deepening customer relationships by efficiently resolving issues and enhancing knowledge of bank products and services. - Following all bank security, compliance, and established policies and procedures. Requirements: To thrive in this role, you will need: - A high school diploma or equivalent with 1-3 years of related cash handling customer-facing experience. You have enjoyed assisting customers in retail stores, restaurants, etc. - Exceptional customer service skills. You are a strong communicator who easily engages with people. - Proven cross-selling experience. You make relevant product recommendations that will benefit the customer. - A dedication to detail and efficiency. You take pride in delivering accurate and timely work that enhances the customer experience. - Strong computer and math skills, with a commitment to confidentiality. You utilize technology effectively to streamline processes while safeguarding sensitive information. - High level of accountability, teamwork, and a growth mindset. You actively seek feedback and collaborate with others to drive continuous improvement in both personal and team performance. Physical Demands: This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. NESB123 PI28267f16ee07-0501

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    About Finance Jobs in Massachusetts

    The finance job market in Massachusetts is thriving, with 17 active opportunities from leading employers. Massachusetts offers a diverse range of finance positions across various industries, from established corporations to innovative startups.

    Key Skills for Finance Roles

    Financial AnalysisExcelBudgetingReportingComplianceERP Systems

    Career Path & Opportunities

    Professionals in this field have strong career prospects with clear paths for advancement. With the right skills and experience, progression to senior and leadership roles is achievable, often accompanied by significant salary increases and broader responsibilities.

    Quick Stats

    17

    Active positions

    Top Hiring Companies

    North Easton Savings BankBerkeley Research Group, LLCFreedom Credit UnionNew York Life, Coelho Group Bridgewater

    Typical Salary Range

    £60k - £200k

    Work Arrangements

    On-Site12 jobs
    Hybrid5 jobs

    Frequently asked questions

    How many finance jobs in Massachusetts are available right now?+

    Hyra currently lists 17 active finance jobs in Massachusetts from leading employers. New roles are added every day as employers post and our feeds refresh.

    Is remote work available for finance roles in Massachusetts?+

    Yes — many of the finance jobs in Massachusetts on Hyra offer remote or hybrid arrangements. Use the work-type filter to see only remote roles, or browse our dedicated remote jobs section.

    What's the typical salary for finance in Massachusetts?+

    Salaries vary by experience, employer, and exact role. Filter listings by salary band, or visit our salary calculator for benchmark data across the UK and US.

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