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nyseamerican:bhb
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www.barharbor.bank
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www.barharbor.bank
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Jul 18th, 2022 12:00AM
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Customer Service Representative- Milford, NH
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Open
|
|
Retail ABM PB CSR
|
Milford, NH, USA
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Milford
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NH
|
USA
|
Jun 16th, 2022 12:00AM
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|
<p>As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust’s success. Customer Service Representatives truly make a difference in our customers’ lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you’re supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our <strong>part-time, 25 hours per week,</strong> current opening for a <strong>Customer Service Representative</strong> in our Milford, New Hampshire branch!</p>
<p>In a Customer Service Representative role, you can expect to:</p>
<ul>
<li>Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services.</li>
<li>Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank.</li>
<li>Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans.</li>
<li>Build trusting relationships with individuals in the communities we serve.</li>
<li>Be an active participant in, and advocate for, community growth and prosperity.</li>
<li>Process transactions for customers in a prompt, efficient, courteous and professional manner.</li>
<li>Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries.</li>
</ul>
<p>This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position.</p>
<p>We know companies with a strong culture and higher purpose are better places to work and perform better in the long run. As we continue to grow, we strive to ensure our culture remains alive and well, expressed in our six Brand Behaviors:</p>
<ul>
<li>Positivity: be all in. Create a rewarding and exciting place to work.</li>
<li>Communication: talk straight. Share the right information clearly and quickly to build great relationships.</li>
<li>Teamwork: actively share. Build great teams to make positive things happen.</li>
<li>Initiative: embrace change. Value innovation and fresh thinking to continually improve our customer experience and team development.</li>
<li>Professionalism: show respect. Treat others with care and respect, because maintaining a professional manner promotes real trust.</li>
<li>Quality: build the best. Ensure the highest quality standards are adhered to in everything we do.</li>
</ul>
<p>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</p>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.</p>
<p> </p>
<h6><strong>EEO is the law: English & Spanish version</strong><strong>• English - https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf<br />• Spanish - https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf<br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement<br /> • https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf<br /></strong></h6>
<h6><strong>Pay Transparency:<br />• https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</strong></h6>
<p> </p>
<p> </p>
<p> </p>
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POINT (-71.65376841 42.8353124929)
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Jul 18th, 2022 03:56PM
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Jul 18th, 2022 03:56PM
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Bar Harbor Bank & Trust
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|
|
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nyseamerican:bhb
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www.barharbor.bank
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www.barharbor.bank
|
Sep 30th, 2022 12:00AM
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Floating Customer Service Representative- Bedford, NH
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Open
|
|
Retail ABM PB CSR
|
Bedford, NH, USA
|
Bedford
|
NH
|
USA
|
Sep 13th, 2022 12:00AM
|
|
<p><strong>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</strong></p>
<p>Bar Harbor Bank & Trust is seeking to fill a full-time, <strong>Floating Customer Service Representative</strong> role for our Bedford, New Hampshire area, <strong>40 hours per week, while covering other locations within the footprint as needed</strong>. Responsibilities include providing professional and confidential customer service by operating a customer service window with courtesy, promptness, efficiency, and accurately processing a wide variety of simple-to-complex customer banking transactions, including opening new accounts. This is an excellent opportunity if you have been considering banking as a career. Experience with cash is helpful and on the job training is provided.</p>
<p>Customer service experience and a working knowledge of Windows are essential for this position. An individual who enjoys being part of a fast paced, team environment will be best matched for this position.</p>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. </p>
<h6><strong>EEO is the law </strong><strong>English - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a><br />EEO is the law Spanish - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf</a><br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf</a></strong></h6>
<h6><strong>Pay Transparency - <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</a></strong></h6>
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POINT (-71.4806342034 42.9567669344)
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Sep 29th, 2022 09:49PM
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Sep 29th, 2022 09:49PM
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Bar Harbor Bank & Trust
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|
|
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nyseamerican:bhb
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www.barharbor.bank
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www.barharbor.bank
|
Jul 17th, 2022 12:00AM
|
Mortgage Loan Originator, Manchester, NH
|
Open
|
|
Customer Facing Position Lending
|
Manchester, NH, USA
|
Manchester
|
NH
|
USA
|
Jun 28th, 2022 12:00AM
|
|
<p>Bar Harbor Bank & Trust, one of New England's top financial institutions is looking for a responsible and dedicated individual to join our Residential Lending team as a <strong>Mortgage Loan Originator</strong> in Manchester, NH.</p>
<p>The ideal candidate is a self-starter ,who enjoys working with new and existing customers, to provide thoughtful solutions through lending and companion products that require more complex sales techniques. This is a great opportunity to work with a very successful, strong rooted residential lending department. The organization offers robust technology solutions to optimize the performance of our ambitious team of mortgage professionals.</p>
<p><strong>Responsibilities (Essential):</strong></p>
<ul>
<li>Meeting with customers or prospective customers in order to promote products offered by the Bank, in an effort to meet customer needs while providing excellent customer service.</li>
<li>Develop and maintain a network of developers, realtors, attorneys, accountants, and other potential centers of influence and referral sources.</li>
<li>Market and cross-market the Bank’s loan and other products and services, using approved marketing materials.</li>
<li>Originate new mortgage and home equity loans/liens, obtaining all required information and documentation from the customer.</li>
<li>Able to work with multiple systems applications to navigate products and recommend profitable solutions from unstructured inbound and outbound sales leads.</li>
<li>Ability to skillfully craft lending products with companion products and pricing that results in client sales.</li>
<li>Demonstrates solid sales production in volume or units over a sustained timeframe.</li>
<li>Stay informed with all different kinds of loans available and is comfortable interviewing applicants to assess their loan requirements.</li>
<li>Ability to advise applicants on which option is best suited for their needs.</li>
<li>Make all required disclosures to customers, including, without limitation, disclosure of all required loan fees and costs.</li>
<li>Provide progress reports to clients, and assist with resolving any discrepancies.</li>
</ul>
<p><strong>Required Education & Experience:</strong></p>
<ul>
<li>Previous experience as a Mortgage Loan Originator is preferred, but not required.</li>
<li>Prior banking experience <strong>required.</strong></li>
<li>Minimum of an Associate’s degree, or equivalent work experience.</li>
<li>Full competency in business math and basic accounting skills.</li>
<li>Ability to analyze, interpret findings and results, and to draw logical conclusions in carrying out day-to-day responsibilities. Flexibility to learn and keep current with changing procedures and regulations, varying job assignments, technological advances, and new equipment.</li>
<li>Proven history of working as a positive team member in a fast paced, high volume environment while managing multiple priorities.</li>
<li>Exceptional customer service skills.</li>
<li>Must obtain and maintain a valid NMLS registration.</li>
<li>Working knowledge of Windows-based software programs.</li>
</ul>
<p>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</p>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. These are the requirements for an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.</p>
<h6><strong>EEO is the law: English & Spanish version</strong><strong>• English - https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf<br />• Spanish - https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf<br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement<br /> • https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf<br /></strong></h6>
<h6><strong>Pay Transparency:<br />• https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</strong></h6>
<h6></h6>
<p> </p>
<p> </p>
<p> </p>
<p> </p>
<p> </p>
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POINT (-71.463097583 42.9927469603)
|
Jul 17th, 2022 07:17PM
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Jul 17th, 2022 07:17PM
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Bar Harbor Bank & Trust
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|
|
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nyseamerican:bhb
|
www.barharbor.bank
|
www.barharbor.bank
|
Sep 11th, 2022 12:00AM
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Vice President, Assistant Controller- Manchester, NH
|
Open
|
|
Corporate Next level Manager
|
Manchester, NH, USA
|
Manchester
|
NH
|
USA
|
Sep 8th, 2022 12:00AM
|
|
<p>Bar Harbor Bankshares, an independent community banking organization that encourages and supports the personal and professional development of its employees, dedicates itself to consistent service of the highest level for all customers, and recognizes its responsibility to be an active participant in, and advocate for, community growth and prosperity. If you would like to be part of this great mission, please read on. <strong> </strong></p>
<div>
<p>Bar Harbor Bank & Trust, one of New England's top financial institutions is looking for a responsible and dedicated individual to join our Finance team as <strong>Vice President, Assistant Controller. </strong></p>
<p><em><strong>The locations for this positions can be either Bar Harbor, Maine or Manchester, New Hampshire. No remote opportunity available at this time. </strong></em></p>
<p><strong>Responsibilities (<em>Essential</em>):</strong><strong> </strong></p>
</div>
<ul>
<li>Assist with the preparation of all SEC documents including financial statements, footnotes, MD&A, earnings release and other filings. Responsible monthly closing activities including journal entries, reconciliations, and technical accounting processes such as post-retirement plans, stock-based compensation, purchase accounting, derivatives, etc. Interface with external and internal auditors for periodic financial reviews.</li>
<li>Monitor, document and communicate new accounting standards, interpretations, and emerging guidance to senior management, including current and future impact on the Company.</li>
<li>Administer and enhance the Company’s internal control environment regarding business processes, control activities, and self-assessment reporting.</li>
<li>Administer and enhance the Company’s internal control environment regarding business processes, control activities, and self-assessment reporting.</li>
<li>Supervise and/or lend expertise to accounting staff and promote a team environment within the department and among cross-functional business lines.</li>
<li> Enthusiastically support the Bank’s Guiding Principles and Brand Behaviors.</li>
<li> Adhere to federal regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Acts, and all established policies and procedures.<strong> </strong></li>
</ul>
<p><strong><span>Responsibilities (<em>Marginal</em>):</span></strong></p>
<ul>
<li>Detail oriented with strong organization skills.</li>
<li>Strong skills in Excel, Word and PowerPoint.</li>
<li>Strong managerial and communication skills.</li>
<li>Thorough knowledge of SEC reporting and disclosure rules.</li>
<li>Fluent SOX and accounting policy</li>
<li>Perform other duties as requested</li>
</ul>
<p> <strong><span>Required Education & Experience:</span></strong></p>
<ul>
<li> Bachelor’s degree</li>
<li> CPA Preferred.</li>
<li> 7+ years, mix of public and private accounting, preferred.</li>
<li> 4+ years financial reporting for a public company, preferred. </li>
<li> 3+ years managing a staff and department, preferred. </li>
<li> Banking experience preferred.</li>
</ul>
<p><strong> Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</strong></p>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. These are the requirements for an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.</p>
<h6><strong>EEO is the law </strong><strong>English - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a><br />EEO is the law Spanish - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf</a><br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf</a></strong></h6>
<h6><strong>Pay Transparency - <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</a></strong></h6>
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POINT (-71.463097583 42.9927469603)
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Sep 10th, 2022 09:09PM
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Sep 10th, 2022 09:09PM
|
Bar Harbor Bank & Trust
|
|
|
|
nyseamerican:bhb
|
www.barharbor.bank
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www.barharbor.bank
|
Oct 21st, 2022 12:00AM
|
Customer Service Representative- Manchester, NH
|
Open
|
|
Retail ABM PB CSR
|
Manchester, NH, USA
|
Manchester
|
NH
|
USA
|
Oct 4th, 2022 12:00AM
|
|
<p><strong>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</strong></p>
<p>As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust’s success. Customer Service Representatives truly make a difference in our customers’ lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you’re supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current, <strong>part-time, 25 hours per week</strong> opening for a <strong>Customer Service Representative</strong> in our Manchester, New Hampshire branch!</p>
<p>In a Customer Service Representative role, you can expect to:</p>
<ul>
<li>Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services.</li>
<li>Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank.</li>
<li>Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans.</li>
<li>Build trusting relationships with individuals in the communities we serve.</li>
<li>Be an active participant in, and advocate for, community growth and prosperity.</li>
<li>Process transactions for customers in a prompt, efficient, courteous and professional manner.</li>
<li>Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries.</li>
</ul>
<p>This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position.</p>
<p>We know companies with a strong culture and higher purpose are better places to work and perform better in the long run. As we continue to grow, we strive to ensure our culture remains alive and well, expressed in our six Brand Behaviors:</p>
<ul>
<li>Positivity: be all in. Create a rewarding and exciting place to work.</li>
<li>Communication: talk straight. Share the right information clearly and quickly to build great relationships.</li>
<li>Teamwork: actively share. Build great teams to make positive things happen.</li>
<li>Initiative: embrace change. Value innovation and fresh thinking to continually improve our customer experience and team development.</li>
<li>Professionalism: show respect. Treat others with care and respect, because maintaining a professional manner promotes real trust.</li>
<li>Quality: build the best. Ensure the highest quality standards are adhered to in everything we do. </li>
</ul>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. </p>
<h6><strong>EEO is the law </strong><strong>English - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a><br />EEO is the law Spanish - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf</a><br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf</a></strong></h6>
<h6><strong>Pay Transparency - <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</a></strong></h6>
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POINT (-71.463097583 42.9927469603)
|
Oct 20th, 2022 09:12PM
|
Oct 20th, 2022 09:12PM
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Bar Harbor Bank & Trust
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|
|
|
nyseamerican:bhb
|
www.barharbor.bank
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www.barharbor.bank
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Sep 22nd, 2022 12:00AM
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Wealth Administrator, Concord, NH
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Open
|
|
Customer Facing Position Wealth
|
Concord, NH, USA
|
Concord
|
NH
|
USA
|
Sep 21st, 2022 12:00AM
|
|
<p>Bar Harbor Bank & Trust, one of New England's top financial institutions is looking for a responsible and dedicated individual to join our team as a full time <strong>Wealth Administrator</strong> in Concord, NH. Other locations that can be considered for this role are, Nashua, Peterborough, New London and Hanover, NH. </p>
<p>The Wealth Administrator is responsible for supporting and interacting with clients and the Wealth Services Team to provide excellent customer service. </p>
<p><strong>Responsibilities (<em>Essential</em>):</strong></p>
<ul>
<li>Providing administrative support to the Wealth Services Team.</li>
<li>Responding to client inquiries in a professional, prompt manner.</li>
<li>Coordinating new client accounts openings.</li>
<li>Processing client distributions and bill payments for clients.</li>
<li>Conduct account maintenance (for example address changes and online access changes).</li>
<li>Support business development by preparing presentation materials and maintaining the necessary marketing brochures to be sent to clients or prospective clients.<strong> </strong></li>
</ul>
<p><strong>Required Education & Experience:</strong></p>
<ul>
<li>Minimum of a high school degree or the equivalent.</li>
<li>A college degree is preferred.</li>
<li>Three to five years of wealth services experience including: trust administration/operations, knowledge of personal and trust taxation, paralegal, estate planning, private banking and retirement planning; or three to four years of accounting, paralegal and/or financial experience is preferred.</li>
</ul>
<p><span>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</span></p>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. </p>
<h6><strong>EEO is the law </strong><strong>English - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a><br />EEO is the law Spanish - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf</a><br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf</a></strong></h6>
<h6><strong>Pay Transparency - <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</a></strong></h6>
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POINT (-71.5363851779 43.2065885977)
|
Sep 22nd, 2022 01:59PM
|
Sep 22nd, 2022 01:59PM
|
Bar Harbor Bank & Trust
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|
|
|
nyseamerican:bhb
|
www.barharbor.bank
|
www.barharbor.bank
|
Sep 30th, 2022 12:00AM
|
Wealth Management Investment Portfolio Manager
|
Open
|
|
Corporate Individual Contributor
|
Concord, NH, USA
|
Concord
|
NH
|
USA
|
Sep 21st, 2022 12:00AM
|
|
<div>
<p><strong>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</strong></p>
<p>Bar Harbor Bankshares, an independent community banking organization that encourages and supports the personal and professional development of its employees, dedicates itself to consistent service of the highest level for all customers, and recognizes its responsibility to be an active participant in, and advocate for, community growth and prosperity. If you would like to be part of this great mission, please read on. <strong><span> </span></strong></p>
<p>Bar Harbor Bank & Trust, one of New England's top financial institutions is looking for a responsible and dedicated individual to join our Wealth Management team as a full time Portfolio Manager.<strong><span> </span></strong></p>
<p><strong><span>Position Summary:</span></strong></p>
<p><span>The Portfolio Manager manages a book of client accounts from the investment perspective.<span> </span>This position has decision-making authority regarding client account investment management and typically comes with regular client interaction, both reactive and proactive.<span> </span>The Portfolio Manager also assists in the development and execution of investment strategies to meet the goals of individual client accounts as well as the goals of the Bank through participation in sales efforts. <strong><em>Remote work is NOT an option.</em></strong></span></p>
</div>
<p><strong><span>Responsibilities (<em>Essential</em>):</span></strong></p>
<ul>
<li><span><span><span> </span></span></span><span>Responsible for management of individual account portfolios as assigned.<span> </span></span></li>
<li>Develops and executes investment strategies and recommendations for accounts under management and prepares and provides presentations of the same to clients.</li>
<li>Interviews clients to determine financial status and investment goals.</li>
<li> Analyzes new account assets and recommends appropriate portfolio mix.</li>
<li>Coordinates the sale and purchase of approved securities.</li>
<li>Measures effectiveness and performance of investment process, including performance reporting and presentations to clients.</li>
<li>Prepares and provides periodic management presentations, including economic and market commentary, and correspondence to current clients.</li>
<li>Assists Wealth Managers in new business development, as appropriate, including proposals and performance reporting.</li>
<li>Provides a level of service that cultivates retention and referrals from existing clients.</li>
<li>Ensures the preparation of the necessary documentation, forms and correspondence required to adequately maintain portfolio management records according to firm policies and procedures.</li>
<li>Understands and adheres to all firm policies and procedures involving portfolio management. Ensures all client files are maintained accordingly with appropriate documentation in support of compliance, regulatory, audit and examination directives.</li>
<li>Delivers quality service to a group of trust and investment clients. Initiates regular client communications via telephone, e-mail, in writing and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.</li>
<li>Responsible for the proper completion of transactions with or on behalf of clients according to the firm’s policy and appropriate regulations.</li>
<li>Ensuring annual meetings with clients occur in conjunction with the Wealth Manager for individual portfolio reviews.</li>
<li>Ensures Investment Policy Statement (IPS) compliance for all assigned accounts and portfolios.</li>
<li>Prepares assigned research and analysis to discuss at weekly Investment Committee meetings. This may include investment strategy, new buy/sell ideas, new accounts, economic conditions and general administrative issues.</li>
<li>Keeps abreast of current economic and industry trends.</li>
<li>Maintains current understanding of regulations as they relate to Fiduciary and Investment issues.</li>
<li>Enthusiastically support the Bank’s Guiding Principles and Brand Behaviors.</li>
<li>Adhere to federal regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Acts, and all established policies and procedures.</li>
<li>Perform other duties as requested.</li>
</ul>
<p><strong><span>Required Education & Experience:</span></strong></p>
<ul>
<li><span>Minimum of a Bachelor’s degree <strong>required</strong>.</span></li>
<li>Ten years of related Investment experience.</li>
<li>CFA or CFP designation preferred.</li>
<li>Strong computer skills including MS Office, including Excel, and the ability to adapt to various software programs as required.</li>
<li>Strong written and verbal communication skills are required, with attention to detail.</li>
<li>Must be professional, a multitasker and self-starter with the ability to work well independently or as part of a team.</li>
</ul>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.</p>
<h6><strong>EEO is the law </strong><strong>English - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a><br />EEO is the law Spanish - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf</a><br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf</a></strong></h6>
<h6><strong>Pay Transparency - <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</a></strong></h6>
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POINT (-71.5363851779 43.2065885977)
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Sep 29th, 2022 09:49PM
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Sep 29th, 2022 09:49PM
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Bar Harbor Bank & Trust
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nyseamerican:bhb
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www.barharbor.bank
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www.barharbor.bank
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Oct 21st, 2022 12:00AM
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Wealth Administrator, Concord, NH
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Open
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|
Customer Facing Position Wealth
|
Concord, NH, USA
|
Concord
|
NH
|
USA
|
Sep 21st, 2022 12:00AM
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|
<p>Bar Harbor Bank & Trust, one of New England's top financial institutions is looking for a responsible and dedicated individual to join our team as a full time <strong>Wealth Administrator</strong> in Concord, NH. Other locations that can be considered for this role are, Nashua, Peterborough, New London and Hanover, NH. </p>
<p>The Wealth Administrator is responsible for supporting and interacting with clients and the Wealth Services Team to provide excellent customer service. </p>
<p><strong>Responsibilities (<em>Essential</em>):</strong></p>
<ul>
<li>Providing administrative support to the Wealth Services Team.</li>
<li>Responding to client inquiries in a professional, prompt manner.</li>
<li>Coordinating new client accounts openings.</li>
<li>Processing client distributions and bill payments for clients.</li>
<li>Conduct account maintenance (for example address changes and online access changes).</li>
<li>Support business development by preparing presentation materials and maintaining the necessary marketing brochures to be sent to clients or prospective clients.<strong> </strong></li>
</ul>
<p><strong>Required Education & Experience:</strong></p>
<ul>
<li>Minimum of a high school degree or the equivalent.</li>
<li>A college degree is preferred.</li>
<li>Three to five years of wealth services experience including: trust administration/operations, knowledge of personal and trust taxation, paralegal, estate planning, private banking and retirement planning; or three to four years of accounting, paralegal and/or financial experience is preferred.</li>
</ul>
<p><span>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</span></p>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. </p>
<h6><strong>EEO is the law </strong><strong>English - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a><br />EEO is the law Spanish - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf</a><br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf</a></strong></h6>
<h6><strong>Pay Transparency - <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</a></strong></h6>
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POINT (-71.5363851779 43.2065885977)
|
Oct 20th, 2022 09:12PM
|
Oct 20th, 2022 09:12PM
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Bar Harbor Bank & Trust
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|
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nyseamerican:bhb
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www.barharbor.bank
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www.barharbor.bank
|
Oct 22nd, 2022 12:00AM
|
Wealth Management Investment Portfolio Manager
|
Open
|
|
Corporate Individual Contributor
|
Concord, NH, USA
|
Concord
|
NH
|
USA
|
Sep 30th, 2022 12:00AM
|
|
<div>
<p><strong>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</strong></p>
<p>Bar Harbor Bankshares, an independent community banking organization that encourages and supports the personal and professional development of its employees, dedicates itself to consistent service of the highest level for all customers, and recognizes its responsibility to be an active participant in, and advocate for, community growth and prosperity. If you would like to be part of this great mission, please read on. <strong><span> </span></strong></p>
<p>Bar Harbor Bank & Trust, one of New England's top financial institutions is looking for a responsible and dedicated individual to join our Wealth Management team as a full time Portfolio Manager.<strong><span> </span></strong></p>
<p><strong><span>Position Summary:</span></strong></p>
<p><span>The Portfolio Manager manages a book of client accounts from the investment perspective.<span> </span>This position has decision-making authority regarding client account investment management and typically comes with regular client interaction, both reactive and proactive.<span> </span>The Portfolio Manager also assists in the development and execution of investment strategies to meet the goals of individual client accounts as well as the goals of the Bank through participation in sales efforts. <strong><em>Remote work is NOT an option.</em></strong></span></p>
</div>
<p><strong><span>Responsibilities (<em>Essential</em>):</span></strong></p>
<ul>
<li><span><span><span> </span></span></span><span>Responsible for management of individual account portfolios as assigned.<span> </span></span></li>
<li>Develops and executes investment strategies and recommendations for accounts under management and prepares and provides presentations of the same to clients.</li>
<li>Interviews clients to determine financial status and investment goals.</li>
<li> Analyzes new account assets and recommends appropriate portfolio mix.</li>
<li>Coordinates the sale and purchase of approved securities.</li>
<li>Measures effectiveness and performance of investment process, including performance reporting and presentations to clients.</li>
<li>Prepares and provides periodic management presentations, including economic and market commentary, and correspondence to current clients.</li>
<li>Assists Wealth Managers in new business development, as appropriate, including proposals and performance reporting.</li>
<li>Provides a level of service that cultivates retention and referrals from existing clients.</li>
<li>Ensures the preparation of the necessary documentation, forms and correspondence required to adequately maintain portfolio management records according to firm policies and procedures.</li>
<li>Understands and adheres to all firm policies and procedures involving portfolio management. Ensures all client files are maintained accordingly with appropriate documentation in support of compliance, regulatory, audit and examination directives.</li>
<li>Delivers quality service to a group of trust and investment clients. Initiates regular client communications via telephone, e-mail, in writing and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.</li>
<li>Responsible for the proper completion of transactions with or on behalf of clients according to the firm’s policy and appropriate regulations.</li>
<li>Ensuring annual meetings with clients occur in conjunction with the Wealth Manager for individual portfolio reviews.</li>
<li>Ensures Investment Policy Statement (IPS) compliance for all assigned accounts and portfolios.</li>
<li>Prepares assigned research and analysis to discuss at weekly Investment Committee meetings. This may include investment strategy, new buy/sell ideas, new accounts, economic conditions and general administrative issues.</li>
<li>Keeps abreast of current economic and industry trends.</li>
<li>Maintains current understanding of regulations as they relate to Fiduciary and Investment issues.</li>
<li>Enthusiastically support the Bank’s Guiding Principles and Brand Behaviors.</li>
<li>Adhere to federal regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Acts, and all established policies and procedures.</li>
<li>Perform other duties as requested.</li>
</ul>
<p><strong><span>Required Education & Experience:</span></strong></p>
<ul>
<li><span>Minimum of a Bachelor’s degree <strong>required</strong>.</span></li>
<li>Ten years of related Investment experience.</li>
<li>CFA or CFP designation preferred.</li>
<li>Strong computer skills including MS Office, including Excel, and the ability to adapt to various software programs as required.</li>
<li>Strong written and verbal communication skills are required, with attention to detail.</li>
<li>Must be professional, a multitasker and self-starter with the ability to work well independently or as part of a team.</li>
</ul>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.</p>
<h6><strong>EEO is the law </strong><strong>English - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a><br />EEO is the law Spanish - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf</a><br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf</a></strong></h6>
<h6><strong>Pay Transparency - <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</a></strong></h6>
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POINT (-71.5363851779 43.2065885977)
|
Oct 22nd, 2022 04:07PM
|
Oct 22nd, 2022 04:07PM
|
Bar Harbor Bank & Trust
|
|
|
|
nyseamerican:bhb
|
www.barharbor.bank
|
www.barharbor.bank
|
Oct 31st, 2022 12:00AM
|
Wealth Management Investment Portfolio Manager
|
Open
|
|
Corporate Individual Contributor
|
Concord, NH, USA
|
Concord
|
NH
|
USA
|
Sep 30th, 2022 12:00AM
|
|
<div>
<p><strong>Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more!</strong></p>
<p>Bar Harbor Bankshares, an independent community banking organization that encourages and supports the personal and professional development of its employees, dedicates itself to consistent service of the highest level for all customers, and recognizes its responsibility to be an active participant in, and advocate for, community growth and prosperity. If you would like to be part of this great mission, please read on. <strong><span> </span></strong></p>
<p>Bar Harbor Bank & Trust, one of New England's top financial institutions is looking for a responsible and dedicated individual to join our Wealth Management team as a full time Portfolio Manager.<strong><span> </span></strong></p>
<p><strong><span>Position Summary:</span></strong></p>
<p><span>The Portfolio Manager manages a book of client accounts from the investment perspective.<span> </span>This position has decision-making authority regarding client account investment management and typically comes with regular client interaction, both reactive and proactive.<span> </span>The Portfolio Manager also assists in the development and execution of investment strategies to meet the goals of individual client accounts as well as the goals of the Bank through participation in sales efforts. <strong><em>Remote work is NOT an option.</em></strong></span></p>
</div>
<p><strong><span>Responsibilities (<em>Essential</em>):</span></strong></p>
<ul>
<li><span><span><span> </span></span></span><span>Responsible for management of individual account portfolios as assigned.<span> </span></span></li>
<li>Develops and executes investment strategies and recommendations for accounts under management and prepares and provides presentations of the same to clients.</li>
<li>Interviews clients to determine financial status and investment goals.</li>
<li> Analyzes new account assets and recommends appropriate portfolio mix.</li>
<li>Coordinates the sale and purchase of approved securities.</li>
<li>Measures effectiveness and performance of investment process, including performance reporting and presentations to clients.</li>
<li>Prepares and provides periodic management presentations, including economic and market commentary, and correspondence to current clients.</li>
<li>Assists Wealth Managers in new business development, as appropriate, including proposals and performance reporting.</li>
<li>Provides a level of service that cultivates retention and referrals from existing clients.</li>
<li>Ensures the preparation of the necessary documentation, forms and correspondence required to adequately maintain portfolio management records according to firm policies and procedures.</li>
<li>Understands and adheres to all firm policies and procedures involving portfolio management. Ensures all client files are maintained accordingly with appropriate documentation in support of compliance, regulatory, audit and examination directives.</li>
<li>Delivers quality service to a group of trust and investment clients. Initiates regular client communications via telephone, e-mail, in writing and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.</li>
<li>Responsible for the proper completion of transactions with or on behalf of clients according to the firm’s policy and appropriate regulations.</li>
<li>Ensuring annual meetings with clients occur in conjunction with the Wealth Manager for individual portfolio reviews.</li>
<li>Ensures Investment Policy Statement (IPS) compliance for all assigned accounts and portfolios.</li>
<li>Prepares assigned research and analysis to discuss at weekly Investment Committee meetings. This may include investment strategy, new buy/sell ideas, new accounts, economic conditions and general administrative issues.</li>
<li>Keeps abreast of current economic and industry trends.</li>
<li>Maintains current understanding of regulations as they relate to Fiduciary and Investment issues.</li>
<li>Enthusiastically support the Bank’s Guiding Principles and Brand Behaviors.</li>
<li>Adhere to federal regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Acts, and all established policies and procedures.</li>
<li>Perform other duties as requested.</li>
</ul>
<p><strong><span>Required Education & Experience:</span></strong></p>
<ul>
<li><span>Minimum of a Bachelor’s degree <strong>required</strong>.</span></li>
<li>Ten years of related Investment experience.</li>
<li>CFA or CFP designation preferred.</li>
<li>Strong computer skills including MS Office, including Excel, and the ability to adapt to various software programs as required.</li>
<li>Strong written and verbal communication skills are required, with attention to detail.</li>
<li>Must be professional, a multitasker and self-starter with the ability to work well independently or as part of a team.</li>
</ul>
<p>Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.</p>
<h6><strong>EEO is the law </strong><strong>English - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a><br />EEO is the law Spanish - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeosp.pdf</a><br /></strong></h6>
<h6><strong>EEO is the Law Poster Supplement - <a href="https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf</a></strong></h6>
<h6><strong>Pay Transparency - <a href="https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank" rel="noopener">https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf</a></strong></h6>
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POINT (-71.5363851779 43.2065885977)
|
Oct 31st, 2022 06:13PM
|
Oct 31st, 2022 06:13PM
|
Bar Harbor Bank & Trust
|
|
|