http://cfgcareers.com/connecticut/sales-jobs en
The Portfolio Manager (PM) position in Technology Banking is a multi-faceted role responsible for both the management of an existing portfolio of loans and the underwriting of new loans.  PMs provide primary client management support for an assigned portfolio of loans and may assist in directing less experienced portfolio managers or credit analysts.  The role supports Relationship Managers in all aspects of servicing customers and converting prospects including: routine and special servicing matters, assisting with customer presentations, and managing research and marketing material for client prospecting.  PM typically accompanies Relationship Manager when servicing clients and seeks opportunities to cross-sell additional financial products.
 The role requires the following skills: 1) strong credit acumen; 2) excellent communication skills; 3) strong business writing skills; 4) experience managing client interaction; 5) due diligence analysis; 6) understanding of bank regulation and compliance; 7) ability to work well with internal and external clients; and, 8) high level of initiative and capability to work independently on financings and other responsibilities.  PMs will need to interact with customers independently to address non-routine client servicing matters in addition to risk related items.  Candidates must have excellent computer, excel modeling, and powerpoint skills.  Position requires experience with Bloomberg, Capital IQ, public SEC filings, rating agency reports, and equity research reports for industry and comparable analysis.  
 The position will require constant interaction with business line managers, product partners, credit risk management, and colleagues throughout RBS Citizens, its parent, and subsidiaries. Daily responsibilities include: preparation of credit approvals for amendments and new loan opportunities, loan modifications, annual reviews, quarterly reviews, earnings calls, ad-hoc credit risk management requests, client presentations, compliance reporting, reviewing and negotiating loan agreement documents, loan closing and funding, and attending customer meetings.
 We are looking for Portfolio Manager/Underwriters with leveraged finance skills and prior experience underwriting Lead Arranger and Club transactions.  Portfolio Managers will be directly involved in establishing underwriting due diligence, identifying key transaction risks and mitigating factors, and documenting the loan documents following credit approval.  Prior experience in the Technology lending industry is a plus.
 

Qualifications

Bachelor’s Degree in Business, Finance, Accounting, Economics, or equivalent work experience
10+ years experience in portfolio management and underwriting in commercial lending at a relevant financial institution, commercial or investment bank
Successful completion of a formal credit training program
Existing knowledge of assigned marketplace a strong plus
Advanced analytical, loan structuring, underwriting, documentation, credit, presentation, and organization skills
Strong PC Proficiency and Microsoft Office applications
Excellent verbal and written communication skills
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

384117]]> Mon, 12 Mar 2012 16:00:00 GMT 2259010-Stamford-Sales-and-Service
As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations.  You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
 

Qualifications

BA/BS degree or equivalent experience in residential mortgage sales preferred


Three plus years of retail residential mortgage sales experience


Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)


Established relationships with local referral networks


Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences


Strong computer skills and experience utilizing laptop technology


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

384484]]> Sun, 11 Mar 2012 16:00:00 GMT 2256297-Hartford-Sales-and-Service
Manage, coach and supervise a team of 20 +/- Financial Consultants in an assigned market or region. Participate in the recruitment and selection of assigned team.  Create strong partnerships with internal colleagues, provide NASD supervision, auditing, reporting and results for team relative to assigned financial budget. Also responsible for the management of any support colleagues assigned to this team.  Responsible for all regulatory record keeping and files, group presentations, performance management and specific trade review/supervision.  Also required to identify and coach team to additional investment/insurance product opportunities and FC prospecting in region.
 

Qualifications

Bachelor's Degree or equivalent work experience.

5+ years experience.

Series 7, 63 & 65 licenses required.

State insurance licenses and Series 24 preferred.

Management experience in all aspects of registered principal and supervisory role within a NASD member firm required.

Must have financial budgetary experience and proven ability to deliver on financial expectations for team.

Must have experience in recruiting and interviewing professional financial consultants in the field.

Management in the direct sales of investment/insurance products with a proven record of success.

History of ethical and compliant behavior in background and NASD form U-4.

The ability to pass challenging regulatory exams and maintain certifications through ongoing continuing education.


Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

383991]]> Thu, 23 Feb 2012 14:00:00 GMT 2199403-Hartford-Sales-and-Service
As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations.  You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
 

Qualifications

BA/BS degree or equivalent experience in residential mortgage sales preferred


Three plus years of retail residential mortgage sales experience


Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)


Established relationships with local referral networks


Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences


Strong computer skills and experience utilizing laptop technology


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.This position can be hired in the following states: MA,NH, VT, CT, RI.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

381828]]> Wed, 22 Feb 2012 14:00:00 GMT 1974251-Hartford-Sales-and-Service
Generate mortgage applications for the CCO Mortgage.  Meet sales goals and objectives.  Manage sales team to call on Real Estate Brokers, Developers, CPA's and other referral sources to obtain mortgage leads.  Recruit and develop and manage quality sales team that generates quality loans compliant with CCO Mortgage policies and procedures.  Maintain a broad understanding of products, guidelines and pricing strategies.
 

Qualifications

4 years of mortgage experience.


Bachelor's Degree preferred.


Minimum 2 years management experience in the mortgage industry.


Excellent sales presentation and marketing skills.


Excellent written, organizational and communication skills required.


Outstanding interpersonal skills.


Working knowledge of FNMA-DU/FHLMC


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
380970]]> Wed, 08 Feb 2012 14:00:00 GMT 1861039-Hartford-Sales-and-Service
Generate mortgage applications for the CCO Mortgage.  Meet sales goals and objectives.  Manage sales team to call on Real Estate Brokers, Developers, CPA's and other referral sources to obtain mortgage leads.  Recruit and develop and manage quality sales team that generates quality loans compliant with CCO Mortgage policies and procedures.  Maintain a broad understanding of products, guidelines and pricing strategies.
 

Qualifications

4 years of mortgage experience.


Bachelor's Degree preferred.


Minimum 2 years management experience in the mortgage industry.


Excellent sales presentation and marketing skills.


Excellent written, organizational and communication skills required.


Outstanding interpersonal skills.


Working knowledge of FNMA-DU/FHLMC


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
380969]]> Wed, 08 Feb 2012 14:00:00 GMT 1861019-Stamford-Sales-and-Service
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65/66, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

382916]]> Mon, 16 Jan 2012 14:00:00 GMT 2102097-Hartford-Finance