Investment Banking Associate

Role Summary:

An Investment Banking Associate is a financial professional who supports clients with a wide range of banking services, including opening accounts, processing transactions, providing financial guidance, and recommending banking products and services. This role is essential in developing strong customer relationships, ensuring compliance with financial regulations, and contributing to the continued success of the branch and financial institution.

Benefits Package:

Comprehensive medical, dental, and vision insurance coverage
Health Savings Account (HSA) and Flexible Spending Account (FSA) options based on eligible healthcare plans and employer-sponsored benefits
Mental health resources with access to an Employee Assistance Program (EAP)
401(k) retirement savings plan with employer matching contributions
Employee Stock Purchase Plan (ESPP) allowing eligible employees to purchase company stock through payroll deductions
Performance-based incentive programs and annual bonus opportunities designed to reward outstanding performance

Primary Responsibilities:

Assist customers with routine banking transactions, including deposits, withdrawals, and fund transfers
Open and manage personal and business banking accounts
Provide guidance on banking products such as loans, credit cards, and savings solutions
Assess customer financial needs and recommend suitable financial solutions
Build and maintain strong customer relationships to promote long-term satisfaction and loyalty
Comply with internal policies and applicable government regulations
Resolve customer inquiries and concerns promptly with professionalism
Support branch sales and customer service goals through teamwork and collaboration
Maintain accurate, organized, and up-to-date records and documentation

Investment Banking Associate

Location : Cape Elizabeth, ME, 04107