Center Supervisor jobs at Berkshire Ban

Bevel is the #1 AI Health Companion with over 500,000 downloads globally. We help people make smarter decisions about their health every day by bringing together data across sleep, recovery, activity, nutrition, and more, and turning it into real-time, personalized guidance. Whether you're training for something big or just trying to feel better, Bevel helps you move with clarity and confidence. We're a small team of builders and creatives based in NYC. We are extremely passionate about our craft and view Bevel as part of our life's work. We care deeply about maintaining harmony in all aspects of life and know when to work hard and when to take breaks. Bevel launched last year, and we've been lucky to see incredible growth and support from our users. We're looking for a Customer Support Manager to be the voice of Bevel for our community. You'll play a critical role in ensuring every user gets timely, accurate, and empathetic support, while also feeding insights back to the team to improve the product. Responsibilities Manage customer inquiries and support tickets across all channels (Canny, Instagram, email, Reddit, App Store reviews, etc.) Triage issues: troubleshoot user problems, escalate bugs, and collaborate with product and engineering to drive resolution Develop a deep knowledge of Bevel's product, wearables (Apple Watch, Oura, Garmin, etc.), and Apple Health integrations to deliver accurate guidance Identify recurring issues and work cross-functionally to improve product quality and reduce support volume Write and maintain help center content, FAQs, and macros to scale support efforts Collect and synthesize customer feedback to help shape product priorities Represent Bevel's voice with empathy, clarity, and enthusiasm across all user touchpoints Requirements At least 2 years of experience in customer success, support, or operations at a consumer product or SaaS company Strong understanding of health and fitness apps, wearables, and Apple Health data syncing Exceptional communication skills-clear, empathetic, and confident in both written and verbal communication Ability to manage and prioritize multiple support conversations across different platforms simultaneously Highly organized and detail-oriented with a bias for action Strong analytical thinking: comfortable identifying patterns, spotting edge cases, and proposing improvements Thrives in a fast-moving startup environment and knows when to ask for help vs. take ownership Excited about improving the health & fitness of others and being the advocate for our users inside Bevel Benefits Exciting work environment Competitive salary & equity Health, dental, and vision insurance Commuter benefits Paid lunch and dinner when in the office Work-life balance Pet-friendly office in Chelsea Unlimited PTO 401k plan Visa sponsorship if applicable ⠀ Bevel celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate based on race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.

Trexquant, a leading quantitative hedge fund, is seeking an Office Manager to oversee daily operations and support our fast-paced, collaborative environment. This role ensures smooth office functioning, provides administrative support, and helps maintain our high-performance culture. Responsibilities * Manage office operations, vendors, and budgets * Support executives with scheduling, travel, and meetings * Coordinate team events, setup and breakdown * Maintain a professional and efficient work environment * Ensure compliance with workplace and confidentiality standards * Ensuring rooms and common areas are clean and presentable. Performing routine and preventive maintenance on equipment * Conducting inventory of supplies and ensuring office spaces are stocked with necessary items

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Leads, coaches and develops Contact Center representatives to help them best serve our members and deliver exceptional experiences. Responsible for the daily activity of Contact Center operations, including reinforcing policies and procedures Assists in effective staff training, evaluating staff performance, developing staff skills and competencies, interviewing candidates for employment, recommending hirings, salary actions, promotions, and appropriate disciplinary actions. Education and/or Experience: * Associate's degree or four years of directly related experience required * Minimum three years banking or related contact center experience, including one year in a senior or supervisory role required * Strong oral/written communication, interpersonal, analytical, multitasking, internet, and problem-solving skills and excellent telephone etiquette required * Knowledge of applicable laws/regulations, contact center policies, practices, protocols, systems and programs, and Microsoft Office products required Job Responsibilities: * Lead a team of Representatives to help them achieve their established sales, service and performance goals. Coach and performance manage as necessary. * Monitor interactions to assess staff performance against established sales, service and performance goals, evaluates results and reviews them with staff. Recommend/provide additional training/coaching as needed. * Ensure effective Contact Center coverage and service levels are maintained by monitoring call/chat/email volumes recommending staffing changes, and, as needed, recommending overtime. * Answer telephone calls/chats/emails received from members/potential members, ensure they are properly identified and, as appropriate, complete transactions and provide requested information. Cross sell by advising callers of other products and services that are available and will help the member. Perform system maintenance activities, such as (but not limited to) add/remove account restrictions, increase limits, set up/change passwords and user IDs, and unlock users according to established guidelines * Work collaboratively with the other leaders in the Contact Center to support all of the team members in the department with questions, concerns, and member-related issues. * Ensure that staff follow all required actions necessary to ensure members information is properly collected, verified, and documented to provide the best experience possible for our members. * Ensure that issues are appropriately addressed by researching and troubleshooting them. * Ensure that staff are informed of and adhere to all company policies, processes and procedures. Represent the Contact Center in various projects to provide insights to the operations and handling of inbound member questions. * Perform other duties as needed upon request Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $31.40-$38.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CB1

FLOATING CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION LEVEL: 105 LOCATION: Metro West Region, Needs to be available to Float between our Cranston, Seekonk & Providence Branches - May be eligible for Mileage Reimbursement Bilingual: Spanish/Portuguese a plus FUNCTION: N/A Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed. Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. RESPONSIBILITIES: RELATIONSHIP DEVELOPMENT AND SERVICE Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). STAFFING AND COACHING Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training to new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills in order to achieve their goals which assist in their career path development. OPERATIONAL Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attends all required trainings/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.

FLOATING CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION LEVEL: 105 LOCATION: Metro West Region, Needs to be available to Float between our Cranston, Seekonk & Providence Branches - May be eligible for Mileage Reimbursement Bilingual: Spanish/Portuguese a plus FUNCTION: N/A Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed . Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. RESPONSIBILITIES: RELATIONSHIP DEVELOPMENT AND SERVICE Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). STAFFING AND COACHING Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training to new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills in order to achieve their goals which assist in their career path development. OPERATIONAL Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attends all required trainings/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.

TITLE: Client Service Supervisor REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:30pm, Friday 8:30am-6:30pm, Saturday 8:30am-12:30pm Position Summary: In this role you will embody and spearhead our IMAGINE culture within your team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening, understanding and anticipating both the clients' and employees' goals and obstacles, while providing outstanding service and problem-solving skills in every interaction. You will execute transactions with professionalism and accuracy and ensure your team is following suit. In doing so, you will support and implement Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: Provides outstanding service and solutions to our clients. Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. Coordinates the proving process and prepares all required reports. Responsible for managing the branch cash supply. Acts as a first line of defense in detecting potentially fraudulent activities. Builds relationships with clients by actively listening to deepen relationships and anticipate their financial needs. Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being. Leads by example while consistently achieving sales goals and supporting Branch Manager in coaching efforts. Assists management in monitoring branch operational and compliance related activity to ensure adherence to all policies and procedures including the completion and review of branch logs, reports, worksheets, forms, etc. Provide guidance to teller team in operational and procedural matters. Under the guidance of the Branch Manager/Assistant Branch Manager, may also have responsibility for maintaining work and vacation schedules for the teller staff. In the absence of the Branch Manager and Assistant Branch Manager, has full responsibility for all phases of the day to day operations within the office. Education & Experience: A high school diploma or GED required. Minimum 1-year previous experience in a retail bank environment required. Previous supervisory and/or training experience preferred. A two-year college degree in business or related field preferred. Recent retail and/or cashier/teller experience preferred. Prior experience with retail sales strongly preferred. Required to pass the NYS exam to become a Notary Public within 3 months of starting position (study for this exam is independent, but the Bank will pay for the test.) As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

TITLE: Client Service Supervisor REPORTS TO: Branch Administration Officer CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:30pm, Friday 8:30am-6:30pm, Saturday 8:30am-12:30pm Position Summary: In this role you will embody and spearhead our IMAGINE culture within your team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening, understanding and anticipating both the clients' and employees' goals and obstacles, while providing outstanding service and problem-solving skills in every interaction. You will execute transactions with professionalism and accuracy and ensure your team is following suit. In doing so, you will support and implement Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: Provides outstanding service and solutions to our clients. Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. Coordinates the proving process and prepares all required reports. Responsible for managing the branch cash supply. Acts as a first line of defense in detecting potentially fraudulent activities. Builds relationships with clients by actively listening to deepen relationships and anticipate their financial needs. Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being. Leads by example while consistently achieving sales goals and supporting Branch Manager in coaching efforts. Assists management in monitoring branch operational and compliance related activity to ensure adherence to all policies and procedures including the completion and review of branch logs, reports, worksheets, forms, etc. Provide guidance to teller team in operational and procedural matters. Under the guidance of the Branch Manager/Assistant Branch Manager, may also have responsibility for maintaining work and vacation schedules for the teller staff. In the absence of the Branch Manager and Assistant Branch Manager, has full responsibility for all phases of the day to day operations within the office. Education & Experience: A high school diploma or GED required. Minimum 1 year previous experience in a retail bank environment required. Previous supervisory and/or training experience preferred. A two-year college degree in business or related field preferred. Recent retail and/or cashier/teller experience preferred. Prior experience with retail sales strongly preferred. Required to pass the NYS exam to become a Notary Public within 3 months of starting position (study for this exam is independent, but the Bank will pay for the test.) As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Job Description TITLE: Client Service Supervisor REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) AVAILABILITY: Monday-Wednesday 8:30am-4:30pm, Thursday-Friday 8:30am-5:30pm, Saturday 8:30am-12:30pm Position Summary: In this role you will embody and spearhead our IMAGINE culture within your team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening, understanding and anticipating both the clients' and employees' goals and obstacles, while providing outstanding service and problem-solving skills in every interaction. You will execute transactions with professionalism and accuracy and ensure your team is following suit. In doing so, you will support and implement Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: Provides outstanding service and solutions to our clients. Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. Coordinates the proving process and prepares all required reports. Responsible for managing the branch cash supply. Acts as a first line of defense in detecting potentially fraudulent activities. Builds relationships with clients by actively listening to deepen relationships and anticipate their financial needs. Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being. Leads by example while consistently achieving sales goals and supporting Branch Manager in coaching efforts. Assists management in monitoring branch operational and compliance related activity to ensure adherence to all policies and procedures including the completion and review of branch logs, reports, worksheets, forms, etc. Provide guidance to teller team in operational and procedural matters. Under the guidance of the Branch Manager/Assistant Branch Manager, may also have responsibility for maintaining work and vacation schedules for the teller staff. In the absence of the Branch Manager and Assistant Branch Manager, has full responsibility for all phases of the day to day operations within the office. Education & Experience: A high school diploma or GED required. Minimum 1 year previous experience in a retail bank environment required. Previous supervisory and/or training experience preferred. A two-year college degree in business or related field preferred. Recent retail and/or cashier/teller experience preferred. Prior experience with retail sales strongly preferred. Required to pass the NYS exam to become a Notary Public within 3 months of starting position (study for this exam is independent, but the Bank will pay for the test.) As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

TITLE: Client Service Supervisor REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) AVAILABILITY: Monday-Wednesday 8:30am-4:30pm, Thursday-Friday 8:30am-5:30pm, Saturday 8:30am-12:30pm Position Summary: In this role you will embody and spearhead our IMAGINE culture within your team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening, understanding and anticipating both the clients' and employees' goals and obstacles, while providing outstanding service and problem-solving skills in every interaction. You will execute transactions with professionalism and accuracy and ensure your team is following suit. In doing so, you will support and implement Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: Provides outstanding service and solutions to our clients. Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. Coordinates the proving process and prepares all required reports. Responsible for managing the branch cash supply. Acts as a first line of defense in detecting potentially fraudulent activities. Builds relationships with clients by actively listening to deepen relationships and anticipate their financial needs. Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being. Leads by example while consistently achieving sales goals and supporting Branch Manager in coaching efforts. Assists management in monitoring branch operational and compliance related activity to ensure adherence to all policies and procedures including the completion and review of branch logs, reports, worksheets, forms, etc. Provide guidance to teller team in operational and procedural matters. Under the guidance of the Branch Manager/Assistant Branch Manager, may also have responsibility for maintaining work and vacation schedules for the teller staff. In the absence of the Branch Manager and Assistant Branch Manager, has full responsibility for all phases of the day to day operations within the office. Education & Experience: A high school diploma or GED required. Minimum 1 year previous experience in a retail bank environment required. Previous supervisory and/or training experience preferred. A two-year college degree in business or related field preferred. Recent retail and/or cashier/teller experience preferred. Prior experience with retail sales strongly preferred. Required to pass the NYS exam to become a Notary Public within 3 months of starting position (study for this exam is independent, but the Bank will pay for the test.) As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION Bilingual: Spanish/Portuguese a plus FUNCTION: Under the direction of the Branch Manager and Assistant Branch Manager, the Customer Service Supervisor is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the long-term loyalty of our customers. Leverages communication skills and banking knowledge to engage with customers. Understand customers' needs, which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers while conducting the accurate processing of various customer transactions. The CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems, or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. NOTE: This position can be posted as a Float CSS which has same requirements but functions under the direction of a Regional Manager supporting various locations as needed. RESPONSIBILITIES: Be the face of BayCoast Bank, presenting a professional, friendly and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Assist as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers, as needed. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage. Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude). Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and credit card products to customers. Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training for new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills to achieve their goals which assist in their career path development. Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card@Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions, adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approve certain checks for encashment, and override certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reporting incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attend all required training/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). Personal transportation required for security purposes. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs., carry coin bags, and may be required to work evenings and/or weekends. This position requires the employee to have reliable transportation and a personally owned, insured vehicle. Due to the nature of the role and security protocols, the employee must be able to travel independently to assigned locations/trainings without reliance on public transportation, rideshare, or drop-offs. Mileage reimbursement will be provided according to company policy. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card@Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.

FLOATING CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION LEVEL: 105 LOCATION: Metro West Region, Needs to be available to Float between our Foxborough, Berkley, & N Dighton Branches - May be eligible for Mileage Reimbursement Bilingual: Spanish/Portuguese a plus FUNCTION: N/A Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed. Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. RESPONSIBILITIES: RELATIONSHIP DEVELOPMENT AND SERVICE Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). STAFFING AND COACHING Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training to new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills in order to achieve their goals which assist in their career path development. OPERATIONAL Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attends all required trainings/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.

CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION Bilingual: Spanish/Portuguese a plus FUNCTION: Under the direction of the Branch Manager and Assistant Branch Manager, the Customer Service Supervisor is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the long-term loyalty of our customers. Leverages communication skills and banking knowledge to engage with customers. Understand customers' needs, which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers while conducting the accurate processing of various customer transactions. The CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems, or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. NOTE: This position can be posted as a Float CSS which has same requirements but functions under the direction of a Regional Manager supporting various locations as needed. RESPONSIBILITIES: Be the face of BayCoast Bank, presenting a professional, friendly and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Assist as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers, as needed. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage. Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude). Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and credit card products to customers. Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training for new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills to achieve their goals which assist in their career path development. Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card@Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions, adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approve certain checks for encashment, and override certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reporting incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attend all required training/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). Personal transportation required for security purposes. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs., carry coin bags, and may be required to work evenings and/or weekends. This position requires the employee to have reliable transportation and a personally owned, insured vehicle. Due to the nature of the role and security protocols, the employee must be able to travel independently to assigned locations/trainings without reliance on public transportation, rideshare, or drop-offs. Mileage reimbursement will be provided according to company policy. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card@Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.

CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION Bilingual: Spanish/Portuguese a plus FUNCTION: Under the direction of the Branch Manager and Assistant Branch Manager, the Customer Service Supervisor is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the long-term loyalty of our customers. Leverages communication skills and banking knowledge to engage with customers. Understand customers' needs, which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers while conducting the accurate processing of various customer transactions. The CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems, or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. NOTE: This position can be posted as a Float CSS which has same requirements but functions under the direction of a Regional Manager supporting various locations as needed. RESPONSIBILITIES: Be the face of BayCoast Bank, presenting a professional, friendly and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Assist as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers, as needed. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage. Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude). Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and credit card products to customers. Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training for new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills to achieve their goals which assist in their career path development. Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card@Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions, adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approve certain checks for encashment, and override certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reporting incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attend all required training/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). Personal transportation required for security purposes. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs., carry coin bags, and may be required to work evenings and/or weekends. This position requires the employee to have reliable transportation and a personally owned, insured vehicle. Due to the nature of the role and security protocols, the employee must be able to travel independently to assigned locations/trainings without reliance on public transportation, rideshare, or drop-offs. Mileage reimbursement will be provided according to company policy. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card@Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.

KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation. We are seeking a Tax Supervisor to join our Entity Tax Services Group, to be based in our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis. As a key member of the Tax Team, the Supervisor will apply technical expertise and educational background across a wide range of client engagements. This role is central to our growing Tax practice, with responsibilities that includes overseeing technical tax work, and guiding staff. The Tax Team is dedicated to supporting clients with both tax compliance and strategic planning. Position Responsibilities: Prepare and review federal and state tax returns for C Corporations (1120), S Corporations (1120S), Partnerships (1065), and Individuals (1040). Assist in the preparation and review of corporate income tax provisions, including ASC 740 calculations such as effective tax rate analysis, deferred tax items, and uncertain tax positions. Contribute to quarterly and annual tax provision reporting for both public and private companies, ensuring accuracy and compliance with reporting standards. Support corporate and pass-through entity tax compliance, including foreign filings such as Forms 5471, 5472, and GILTI. Research and document tax issues, preparing technical memoranda and recommendations for internal use and client files. Supervise, train, and review the work of tax staff, providing feedback and technical guidance. Assist in tax planning projects for corporations, pass-through entities, and individuals, including scenario modeling (BNA projections). Draft responses to IRS and state tax notices and support resolution of related issues. Participate in tax department initiatives, including process improvements, training programs, and knowledge sharing. Collaborate with managers, senior managers, and partners to support engagements and deliver accurate, timely work. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed. Position Qualifications: Bachelor's degree in Accounting required. CPA or Enrolled Agent (EA) and/or pursuit of said credentials highly preferred but not required. 4+ years of tax experience, including prior public accounting experience. Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is a plus. Ability to research complex tax issues and assist in developing effective tax planning strategies. Strong interpersonal and communication skills, both verbal and written. Familiarity with, and willingness to perform, a wide range of tax work - including entity-level (corporate, partnership, S corporation) and individual compliance. This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons. Pay Range: The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $90,000.00 - 120,000.00 Benefits: KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.

KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.We are seeking a Tax Supervisor to join our Entity Tax Services Group, to be based in our Andover, Boston, Providence, or Newport offices on a flexible hybrid basis. As a key member of the Tax Team, the Supervisor will apply technical expertise and educational background across a wide range of client engagements. This role is central to our growing Tax practice, with responsibilities that includes overseeing technical tax work, and guiding staff. The Tax Team is dedicated to supporting clients with both tax compliance and strategic planning. Position Responsibilities: Prepare and review federal and state tax returns for C Corporations (1120), S Corporations (1120S), Partnerships (1065), and Individuals (1040). Assist in the preparation and review of corporate income tax provisions, including ASC 740 calculations such as effective tax rate analysis, deferred tax items, and uncertain tax positions. Contribute to quarterly and annual tax provision reporting for both public and private companies, ensuring accuracy and compliance with reporting standards. Support corporate and pass-through entity tax compliance, including foreign filings such as Forms 5471, 5472, and GILTI. Research and document tax issues, preparing technical memoranda and recommendations for internal use and client files. Supervise, train, and review the work of tax staff, providing feedback and technical guidance. Assist in tax planning projects for corporations, pass-through entities, and individuals, including scenario modeling (BNA projections). Draft responses to IRS and state tax notices and support resolution of related issues. Participate in tax department initiatives, including process improvements, training programs, and knowledge sharing. Collaborate with managers, senior managers, and partners to support engagements and deliver accurate, timely work. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed. Position Qualifications: Bachelor's degree in Accounting required. CPA or Enrolled Agent (EA) and/or pursuit of said credentials highly preferred but not required. 4+ years of tax experience, including prior public accounting experience. Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is a plus. Ability to research complex tax issues and assist in developing effective tax planning strategies. Strong interpersonal and communication skills, both verbal and written. Familiarity with, and willingness to perform, a wide range of tax work - including entity-level (corporate, partnership, S corporation) and individual compliance. This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons. Pay Range: The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. $90,000.00 - 120,000.00 Benefits: KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement. Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today! KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.

FLOATING CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION LEVEL: 105 LOCATION: East Bay Region- This position requires availability to float between our Fall River, Westport, Tiverton & Little Compton Branches. Mileage reimbursement may be available for travel between locations Bilingual: Spanish/Portuguese a plus FUNCTION: N/A Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed . Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. RESPONSIBILITIES: RELATIONSHIP DEVELOPMENT AND SERVICE Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). STAFFING AND COACHING Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training to new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills in order to achieve their goals which assist in their career path development. OPERATIONAL Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attends all required trainings/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.

FLOATING CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION LEVEL: 105 LOCATION: Metro West Region, Needs to be available to Float between our Cranston, Seekonk & Providence Branches - May be eligible for Mileage Reimbursement Bilingual: Spanish/Portuguese a plus FUNCTION: N/A Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed. Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. RESPONSIBILITIES: RELATIONSHIP DEVELOPMENT AND SERVICE Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). STAFFING AND COACHING Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training to new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills in order to achieve their goals which assist in their career path development. OPERATIONAL Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attends all required trainings/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Two and a half weeks of training in Albany, NY is required for this position. Broadview will provide your hotel and rental car for this training. Summary of Role: The Member Service Center (MSC) Supervisor plays a pivotal role in overseeing the daily operations of the MSC team, ensuring exceptional member service and optimal performance. This role involves managing a team of Member Service Representatives (MSRs) to ensure efficient and effective member satisfaction goals and maintaining operational standards. The Supervisor will also be responsible for guiding, coaching, mentoring, and evaluating team members to achieve performance targets and uphold established service standards. Essential Job Functions/Responsibilities: Supervise a team of Member Service Representatives and Senior Member Service Representatives, providing guidance, support, and performance feedback. Conduct regular one-on-one coaching sessions and performance reviews to enhance team members' skills, address areas of improvement, and provide consistent high-quality member experiences. Conduct regular team meetings to communicate goals, expectations, and updates. Address high-level member escalations and complex inquiries, providing effective resolutions in a timely manner. Collaborate with other departments to resolve issues and improve member satisfaction. Ensure escalated issues are triaged and tracked for effective and timely resolution. Monitor and evaluate individual and team performance to meet or exceed Key Performance Indicators (KPIs) and Service Level Agreements (SLAs). Prepare and present regular reports on team performance, member feedback, and operational metrics to MSC Managers. Use data to make informed decisions and drive improvement. Utilize call monitoring and reporting tools to analyze trends, identify areas for improvement, and implement corrective actions in partnership with Broadview's Employee Experience (HR) team. Collaborate with other departments to address cross-functional issues and enhance overall organizational efficiency i.e., training programs. Monitor call quality and member interactions to ensure compliance with company standards and procedures. Participate in Quality Assurance calibration sessions. Track staff utilization, oversee assigned schedules, and handle intra-day scheduling adjustments to ensure coverage for phone inquiries from members. Manage attendance and time-off requests to maintain productivity levels. Serve as a liaison with MSC Managers to ensure all information is efficiently disseminated. Keep abreast of industry developments including but not limited to changes in regulations and share information appropriately. Perform duties of Escalation Lead, Senior MSR, and MSR responsibilities when required. Other duties as needed. Minimum Job Qualifications: Associate's degree from an accredited institution or at least 3 years of relevant experience required. Bachelor's degree preferred; will consider experience in lieu of degree. Minimum of two (2) years of people supervisory experience in a call center is required, preferably within a financial institution such as a bank or credit union. Excellent problem-solving, organizational, analytical, verbal, and written communication skills. Demonstrated ability to lead a team using well-developed interpersonal skills by providing coaching, feedback, training, and development. Ability to effectively identify requirements and negotiate solutions with both internal staff and vendors. Strong decision making and time management skills with the ability to manage multiple projects/duties. Familiarity with Fiserv and Alkami software solutions is strongly preferred. Results driven, service oriented, self-motivated, and able to work independently. Trustworthy with the ability to maintain the highest level of integrity and trust. Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint. Ability to work in a multi-application environment. Flexible to work a structured schedule that includes evening and weekend hours in an in-office model. Commitment to delivering exceptional customer service and driving continuous improvement. Starting Compensation: $65,990-$80,838 annually, plus a competitive benefits package. Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at ********************************** Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

FLOATING CUSTOMER SERVICE SUPERVISOR DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION LEVEL: 105 LOCATION: Metro West Region, Needs to be available to Float between our Foxborough, Berkley, & N Dighton Branches - May be eligible for Mileage Reimbursement Bilingual: Spanish/Portuguese a plus FUNCTION: N/A Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed . Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. RESPONSIBILITIES: RELATIONSHIP DEVELOPMENT AND SERVICE Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service. Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures. Accurately processes various customer transactions. Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification. Models and promotes Customer Centric service standards to the teller staff. Initiates contact with customers to ensure satisfaction. Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs. Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition. Strives to meet and exceed branch initiatives and goals. Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). STAFFING AND COACHING Manages the daily staffing schedule and maintains a smooth workflow behind the teller line. Motivates, trains, and coaches the staff to improve relationship development and service skills. Provides guidance to subordinates in the more complex or non-routine aspects of their work. Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices. Motivates staff to improve product knowledge through periodic testing. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others. Provides training to new tellers, as needed. Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans. Participates as a “team player” to accomplish branch tasks. Helps staff to develop their skills in order to achieve their goals which assist in their career path development. OPERATIONAL Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end. In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports. Balances the ATM, night deposit and subject to verification bags daily. Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud. Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed. Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits. Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly. Ensures monthly cash audits are completed/submitted on a timely basis. Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions. Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures. Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager. Assists in communicating goals and evaluating performance vs. goals set. Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services. Assists with the safe deposit box function. Process wire transfer request and approves wires in accordance with proper procedures. Accurately completes the loan application process. Inventories and orders branch supplies, as needed. Quickly responds to internal inquiries from other departments or areas. Maintains a neat, organized work area. Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager. Adheres to the Banks confidentiality policy and the safeguarding of customer information. Participates in Bank sponsored community events and organizations. Attends all required trainings/meetings as assigned or scheduled. Performs additional duties as requested. Knowledge/Skills/Experience Requirements: Minimum 1- year experience as a teller in a bank or other financial institution. Strong supervisory and interpersonal communications skills. A thorough understanding of teller operations. Professional telephone communications skills. Enthusiastic, customer- focused team player. Organized and dependable. Good knowledge of bank terminology, products and services. Skilled in typing and general use of office equipment. Ability to work accurately with figures and to perform detailed work. Positive and helpful attitude. Physical/Work Condition Requirements: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel. Equipment Used: General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.