Build your future with us.
At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth.
As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do, it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow.
Interested in making a difference while building a rewarding career?
We invite you to review the job description below and apply today. We look forward to learning more about you.
Together, we build something amazing-and we support you with benefits such as:
Profit Sharing/401K Plan
Health, Dental & Vision Insurance
Tuition Reimbursement
Paid time off
Employee Assistance Program
…and more!
Job Title : Contact Center Representative
Here's how you'll make an impact
Performs a wide variety of duties in support of the retail function order to meet the financial services needs of both internal and external clients in all markets that we serve.
Answers incoming calls to the Company's Contact Center; responds to client inquiries as able or identifies Company personnel to respond to inquiries when unable to provide an immediate response.
Proactively seeks ways to expand customer relationships in order to achieve customer satisfaction; maintains a working knowledge of the banks products and services.
Receives all incoming internet email; responds to client inquiries as able, identifies personnel who can respond to client inquiries when unable to provide an immediate response; tracks the progress of email responses to ensure timeliness.
Provides electronic banking support to both internal and external clients; including but not limited to Web Banking, Mobile Banking, Bill Pay, and Link Live.
Researches and rectifies Check Card and ATM card transaction processing difficulties for customers in a timely and efficient manner.
Provides deposit and loan account support by supplying answers to general inquiries and referring clients to additional products or services in order to meet client needs and deepen relationships.
Processes basic banking transactions per client request such as account transfers and stop payments.
Accepts, responds to, and/or forwards, as appropriate, client requests for information and documentation.
Accurately processes and reviews Mobile Deposit transactions and requests.
Opens deposit accounts through online channels, opens all types of personal accounts and prepares related documentation; follows up with clients after new accounts are opened to deepen the relationship
Maintains an awareness and adheres to all policies, procedures and regulations relevant to the Retail Division.
Engages in outbound calling and needs assessment to generate qualified referrals for alternate products, channels and other lines of business.
Conforms to General Performance Expectations as identified for all employees.
Qualifications/Requirements
High School Diploma or equivalent with an emphasis in a business curriculum
Minimum of 1 year experience in a banking or customer service position preferred
Proficient interpersonal skills in dealing with clients, all levels of management and Board members
Proficient communication, interpersonal and sales
Demonstrated proficiency in Microsoft Word, Excel and PowerPoint
Salary Range $15.00 to $23.00 hourly
Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.
Chemung Canal Trust Company/Capital Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled
$15-23 hourly Auto-Apply 31d ago
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Real Estate Lending Associate
Chemung Canal Trust com 3.5
Chemung Canal Trust com job in Elmira, NY
Build your future with us.
At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth.
As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do-it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow.
Interested in making a difference while building a rewarding career?
We invite you to review the job description below and apply today. We look forward to learning more about you.
Together, we build something amazing-and we support you with benefits such as:
Profit Sharing/401K Plan
Health, Dental & Vision Insurance
Tuition Reimbursement
Paid time off
Employee Assistance Program
…and more!
Job Title: Real Estate Lending Associate
Responsible for performing a variety of duties to support the loan servicing function in order to ensure the efficient and accurate servicing of mortgage loan accounts.
Maintains all paper and electronic files by accurately processing all loan origination components and documentation; Disburses all online applications; Manages conditions and handles as appropriate.
Process payments for application and appraisal fees.
Prepare new loan documentation, including the Loan Estimate, received at origination to ensure accuracy and compliance; Identify origination errors for tracking; Distribute required disclosures to clients.
Gathers, analyzes, and verifies all documentation required to properly support the loan request; Compares verifications against original loan application for consistency and contacts clients to obtain additional information as needed.
Updates loan origination system as information is gathered and verified; prepares revised documentation as changes are made to the loan.
Analyzes credit reports and income, calculates ratios, and verifies assets to determine continuation or declination of application.
Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve questions.
Tracks files for follow-up on commitment, deadlines, conditions to be cleared, etc.
Develops and maintains relationships with appraisers and monitors turnaround time of appraisals; Orders appraisals; Reviews appraisals; Requests revisions as necessary and inputs into the loan origination system.
Prepares a variety of letters and other correspondence; Distributes required disclosures to clients.
Applies knowledge of portfolio and investor underwriting policies and procedures to ensure that consistent standards have been applied to all loans.
Ensures that all regulations have been adhered to prior to and during the processing and closing process.
Prepares appropriate documentation for investors and prepares rate sheets.
Prepares mortgage commitment letters incorporating the terms and conditions as determined by the underwriter; Forwards appropriate documents to the settlement agent and follows-up to ensure deadlines are met on commitment expirations, rate locks, and closing dates.
Reviews legal documents prior to closing as follows: Verifies that conditions to close have been met and confers with attorneys as necessary; Acts as intermediary for title problems, boundary line issues, or other legal issues that surface; Informs management of pending situations that may halt or stall closing.
When the file is clear to close, prepares preliminary Closing Disclosures and distributes to client; Notifies attorney that the loan is clear to close; Schedules loan closings and gathers appropriate paperwork from settlement agent to prepare all closing documentation; Prepares all closing documents and reviews for accuracy; Orders title work to be done.
Computes initial aggregate escrow.
Process all closing documents received from settlement agent after closing; Disburse fees; Conduct a post-closing loan review; Prepares post-closing documentation as required for secondary market investors.
Oversees the disbursements of loan proceeds; prepares loan data for accurate upload to the core.
Requests appraisal inspections and title updates on construction loans; Receives invoices for work completed or materials purchased and issues checks or transfers mortgage funds for construction mortgages or home improvements for which funds are held in escrow; Prepares construction loan to go final.
Assists in making decisions on problem contracts and with other personnel with problems that arise as warranted.
Maintains activity logs and compiles information as directed to generate and prepare monthly reports; Provides monthly data to outside originators.
Conforms to General Performance Expectations as identified for all employees
Qualifications/Requirements
Associates degree in business preferred, Specialized lending education and training preferred
Minimum of 5 years experience in related position with a minimum of 2 years in Mortgage processing normally required; Lending experience preferred
Proficient interpersonal skills in dealing with clients and all levels of management
Demonstrated proficiency in Microsoft Word and Excel
Salary Range $17 to $26.50 Hourly
Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.
Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
$17-26.5 hourly Auto-Apply 58d ago
Treasury Management Payments Executive
NBT Bank 4.4
Rochester, NY job
Pay Range: $109,085.00 - $145,462.00 Responsible for successfully prospecting and generating new treasury management business while retaining and expanding relationships with the bank's largest, most complex corporate customers. Leverage treasury management experience to achieve sales goals and ensure excellence in delivering customized solutions to customers.
Education and Experience:
* Minimum of 6 years of large complex treasury management client sales and management or minimum of 10 years of average size treasury management client sales and management.
* Bachelor's degree required
* MBA preferred
* Certified Treasury Professional (CTP) preferred, not required
Skills and Abilities:
* Success in developing new business with a focus on prospecting
* Strong selling and negotiating skills
* Deep treasury management product knowledge
* Understanding of credit and risk processes, pricing philosophy and treasury management discipline
* Collaborative leadership skills
* Excellent verbal and written communication skills with internal and external customers
* Strong sales and analytical skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence and others
* Strong time management, organizational and planning skills
* Demonstrated experience meeting or exceeding sales goals
* Proven individual contributor
Tasks Performed:
* 50% Sales & Relationship leadership: Grow revenue by sourcing new TM business via prospects and existing relationships. Organize and lead tailored deal teams, drawing team members from within and outside of TM. Serve as a trusted advisor for our largest, most complex business customers. Communicate and cultivate relationships with C-suite executives (CFO, Treasurers) at our largest and most complex business customers. Actively build & sustain long term relationships based on mutual trust. Collaborate across teams to achieve sustainable results. Deliver excellence by addressing customer's most complex digital payments challenges and ensuring excellence in the customer experience.
* 30% Business Strategy Development: Strategically plan and deliver expansion of large customer base to generate growth in fee income, deposits and cross sell opportunities. Create strategic dialogue around client-centric issues, incorporating best practices, industry benchmarks and solution positioning. Collaborate with partners to proactively provide integrated solutions within a consultative and client driven framework. Develop strategic market branding plans in collaboration with other bank leaders; represent NBT at conferences, customer events. Ensure business partnerships align the bank to be customer-driven. Influence the organization by direct or indirect oversight of TMSOs, TM analyst(s) and deal team members as needed; provide executive influence on HR performance ratings and individual development plans.
* 15% Sales & Product Effectiveness: Ensure proper disciplines are in place to enhance the bank's reputation among stakeholders. Enhance bank product offerings by channeling strategic market intelligence and competitive information to NBT leaders. Deliver communication influential to executive audience; Shape opinions and actions of key stakeholders, gaining trust and commitment to the desired outcome
* Ensure customer retention by providing a superior customer experience in accordance with NBT Bank's Mission, Vision and Values.
* 5% Projects & Other - Any other duties as directed or assigned.
Physical Requirements:
* Communicate effectively with internal and/or external customers
* Stationary 75% of time or greater
* Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
* Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
* Parental Leave: Six weeks of paid leave at 100% of your salary.
* Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Dental and Vision Coverage: Ensuring your overall health and well-being.
* Flexible Spending Accounts: For healthcare and dependent care expenses.
* Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
* Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
* Voluntary Benefits: Including hospital, accident, and critical illness coverage.
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
* Adoption Assistance: Supporting your growing family.
* Tuition Reimbursement: Invest in your education and career growth.
* Employee Assistance Program (EAP): Access to support and resources.
* Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
* Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
* Paid Sick and Safe Leave: For your health and safety.
* Employee Assistance Program (EAP): Access to support and resources.
* Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
$109.1k-145.5k yearly Auto-Apply 60d+ ago
Senior IT Project Manager II
Canandaigua National Bank & Trust Co 4.4
Pittsford, NY job
Senior IT Project Manager II Canandaigua National Bank
What does a Sr. IT Project Manager do?
The Senior IT Project Manager drives the execution of programs or projects to achieve CNB's strategic goals. This position ensures plans, schedules, sprints, and budgets are followed, risks assessed, issues tracked and develops solutions to project challenges. This position works closely with lines of business to acquire and coordinate resources, work with 3
rd
party vendors, internal IT resources, or external partners to deliver projects according to plan. The Sr. IT Project Manager participates in the statement of work (SOW) and contract development, vendor review and selection, and maintain project documentation, as part of the project team. This position is also responsible for proving updates to stakeholders with a vested interest in the project.
Ensure project goals are met by the following:
Leads cross-functional teams, managing major systems and business projects, building consensus, and proactively identifying and resolving issues. Provides strategic and tactical input to attain project outcomes on time and within budget.
Leads the creation of delivery schedules, resource plans, and project budgets.
Identifies resource needs, acquiring resources, and coordinating the efforts of team members and third-party contractors or consultants to deliver projects according to plan.
Ensure that resources assigned to the project have all the tools and information needed to perform their project tasks.
Plan, execute, and deliver programs and projects according to strict deadlines and within budget. This includes clearly defining the work, creating the budget, identifying dependencies within workstreams, and facilitating estimations and work breakdown structures.
Initiates, compiles, audits and assembles all project resources and reporting materials for key stakeholders based on agreed upon reporting lines and methods.
May participate in contract negotiations with vendors.
Evaluates project risk, changes and issues, including development of contingency plans and solution and process alternatives.
Assist in developing business cases for enterprise projects for executive-level audiences.
Craft communication with Senior Leaders, Sponsors, and Stakeholders. Develop and deliver progress reports, proposals, documentation, and presentations. Communicates project schedule and status, key accomplishments, upcoming tasks, and any risks or issues involved with the projects.
Conduct project Post Implementation Reviews and document knowledge gained on the project to capture lessons learned and continuously improve execution.
Identify, maintain, and train on best practices, processes, and work products for project management adhering to project methodologies. Provide input into the creation of development plans and training to build and strengthen project management skills.
Assist in the development of resource management maturity including capacity and demand planning, resource allocation, and resource risk identification and resolution. Ensure that projects leverage resource management techniques and monitoring. Identify and implement the tools needed for tracking and reporting on resources.
Develop and maintain project process documentation and work product templates and educate or train business partners and other project managers on processes, templates, and techniques used.
Participates proactively in developing and maintaining team standards, tools, and best practices and facilitating companywide adoption to ensure consistent and successful delivery.
What is needed to be successful in this role?
Bachelor's degree in Information Technology, Computer Science, or related field normally required.
PMP certification highly desired.
A minimum of ten (10) years' experience in IT Project Management directly managing multiple complex projects using structured methodology (Waterfall, Agile, PMBOK, etc.).
Experience implementing mission-critical business applications, multiple complex application integrations, hosted and SaaS solutions, and data conversions required.
Experience in building and improving Project Management Office (PMO) processes, procedures, and tools highly desired.
Experience in banking/financial services preferred.
What makes working at Canandaigua National Bank different?
Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.
Our culture nurtures passionate employees and offers great rewards including:
Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid holidays, vacation, and sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & development opportunities.
Tuition assistance.
Community focused volunteer opportunities.
Award winning wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today!
The annual salary range for this position is $110,000 - $135,000. The actual rate offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
$110k-135k yearly Auto-Apply 39d ago
Financial/Wealth Advisor
Canandaigua National Bank & Trust Co 4.4
Syracuse, NY job
Canandaigua National Bank
What does a Financial/Wealth Advisor do?
A Financial Advisor at Canandaigua National Bank is responsible for providing comprehensive financial planning and advice to help individuals and families pursue their financial goals. You will work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and services. In this role, you will provide ongoing assistance through service that help clients accumulate wealth and safeguard their assets.
Meet with clients to develop an investment and risk profile requisite for sales of non-bank products.
Provide investment advisory services through the use of client profiles and financial plans to identify customer's needs. Recommends products and services that best meet those needs.
Maximizes growth and retention of retail-based customers through the development of unique customer treatments.
Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with Wealth Management's annual operating plan.
Offers modularized financial planning services, as well as valuable education and advice through seminar design.
Ensure necessary administration work is completed for all transactions such as paperwork to open brokerage and advisory accounts as well as processing buy and sell orders of securities held by clients of the bank.
Works to resolve product or service issues for new and existing clients to ensure customer satisfaction.
Develops and/or expands customer/bank relationship for existing book of business by cross-selling additional assigned products and services through in-person meetings, written correspondence, and external sales calls.
Promotes cross departmental synergy by providing information and referrals to customer seeking other services, i.e. commercial, trust, and mortgage.
Ensures development of successful internal relationships with branches and staff within assigned region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to help staff identify qualified referrals.
Attends business calls with Branch Managers and Lending Officers.
Attends all required continuing education classes as well as other assigned training sessions.
Achieves goals assigned to the Financial Advisor as part of Wealth Management's annual operating plan.
What is needed to be successful in this role?
A B.S. or B.S. degree or equivalent combination of education and work experience required
Specialized financial advisory and/or investment education and training.
Life Accident & Health Insurance License, FINRA Series 7 and 66 OR FINRA Series 7, 63 and 65 licenses required.
Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner, Chartered Mutual Fund Counselor or similar further education preferred.
A minimum of five (5) years' experience in related positions normally required.
What makes working at Canandaigua National Bank different?
Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly , feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.
Our culture nurtures passionate employees and offers great rewards including:
Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid holidays, vacation, and sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & development opportunities.
Tuition assistance.
Community focused volunteer opportunities.
Award winning wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today!
Compensation range - $82,500 - $102,000The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
$82.5k-102k yearly Auto-Apply 13d ago
Call Center Specialist
Corning Federal Credit Union 3.9
Corning, NY job
NY Call Center Specialist
Corning, NY
Corning Credit Union is seeking Call Center Specialists to join our team in the Corning, NY market.
Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA.
We exist solely to serve our members. We're committed to helping our members prosper by being a trusted advisor for financial services. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team.
If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve.
Role Summary: As a Call Center Specialist I, you will build lasting member relationships with every interaction, troubleshoot and resolve member questions, perform a variety of financial transactions, and educate members on the products and services that best meet their financial needs.
Essential Job Duties
Maintain appropriate knowledge of core systems and CCU's products and services
Answer incoming calls and member questions in a prompt and professional manner
Present and explain beneficial products to members and assist in meeting their vast financial needs
Open new memberships, accounts, and services
Assist members with requests for account research needs
Collect information needed to process outgoing bank wires and ensure accuracy and safety, following all anti-fraud procedures
Proactively educate members on the ease of doing business with CCU through our many electronic service channels
Also assumes responsibility for other projects or duties as required or assigned
Required Competencies
Strong customer service and interpersonal skills with the ability to connect well with members via the telephone
Highly flexible and able to grasp and disseminate large amounts of information in a fast-paced call center environment
Possesses exceptional verbal and written communication skills
Exceptional attention to detail
Strong problem-solving skills
Confidence in promoting appropriate products and services
Technical aptitude with experience using mobile banking and other apps or financial services
Education Requirements
A bachelor's degree or other form of secondary education is preferred, commensurate work experience will also be considered
A high school diploma or GED is required
Experience Requir ements
Prior call center or customer service experience is preferred but not required, as CCU will provide extensive training to the successful candidate
Communication Skills Requirements
The ability to read and comprehend moderate to advanced instructions and correspondence
The ability to write moderate to advanced correspondence within professional etiquette standards
The ability to effectively present information in one-on-one and group situations
Physical Requirements Reasonable accommodations may be made to enable individuals with disabilities to perform the role.
Ability to work in a repetitive motion for a lengthy period of time
Ability to work within a fast-paced call center environment
Regular use of computer required
Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range
Compensation - The starting Call Center Specialist I base pay range is $19.00 - $23.50 per hour. Hiring rates are dependent on several factors, including years of related work experience, education, and geographic location. Corning Credit Union also offers an annual bonus plan as part of its comprehensive compensation package. Additionally, most roles have further levels providing added growth opportunities and earnings potential.
Corning Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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$19-23.5 hourly Auto-Apply 40d ago
Senior Credit Analyst
Canandaigua National Bank & Trust Co 4.4
Pittsford, NY job
Canandaigua National Bank & Trust
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What does a Credit Analyst do?
A Credit Analyst is responsible for analyzing financial and credit information for potential and existing customers to assess customer creditworthiness; achieving goals as established in the assigned department's annual operating plan; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the credit analysis function; communicating with appropriate personnel; maintaining appropriate records and providing assigned reports.
What competencies are needed to be successful in this role?
A BS or BA degree in Accounting, Business, or related field normally required.
A minimum of five (5) years related experience.
Excellent communication skills and strong attention to detail.
Proficiency with a PC and associated programs (such as Microsoft Office)
What does a successful first year in this position look like?
Analyze financial and credit information for potential and existing customers to assess customer creditworthiness.
Receive data on prospective and active borrowing accounts, i.e., financial statements, credit reports, and interview and investigation sheets.
Prepare cash flow and collateral analyses for larger dollar/more complex requests; provides a written summary of borrower's financial performance.
Assess the strengths and weaknesses of the credit relationship.
Research potential borrower's company and industry either via Internet or publications.
Provide thorough documentation of all financial analysis work, including ratios and other related information.
What makes working at CNB different?
At CNB, we are Investing in You . Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:
Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid Holidays, Vacation, and Sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & Development Opportunities.
Tuition Assistance.
Volunteer Opportunities.
Award Winning Wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You . If you want to be a part of something special, join us today!
Compensation range- $95,000 - $118,000The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
$95k-118k yearly Auto-Apply 16d ago
Senior Client Service Specialist
NBT Bank 4.4
Rochester, NY job
Pension experience with 5500s and testing preferred. Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.
Education and Experience:
* Associate's degree and four (4) years' Client Service experience or equivalent combination of education and experience
* ASPAA Qualified 401(k) Administrator (QKA) preferred
Skills and Abilities:
* Ability to read and interpret documents such as procedure manuals and technical procedures.
* Ability to write routine correspondence. Ability to speak effectively with both internal and external contacts.
* Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
* Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
* Must have knowledge of Microsoft Office applications, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager.
Tasks Performed:
* 35% Work with major accounts and high- profile clients using your discretion to determine how specific situations should be addressed to ensure client expectations are appropriately met. Ensure plans are administered in compliance with plan provisions, current pension laws and regulations. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with Clients, Plan Sponsors and Advisors.
* 20% Ability to discuss the compliance testing process, testing results and all required government filings; including consulting with clients/advisors on plan design options to meet the desired retirement plan benefit outcomes. Be a resource for other team members on complex research items.
* 20% Assist Team Leads in the development of processes and implementation of best practices to ensure compliance to EPIC RPS standards of service.
* 15% Demonstrate knowledge of available EPIC RPS custody solutions and trading methods. Be able to train these to Client Service Specialists and other EPIC RPS team members as needed. Effectively communicate with all operational teams to ensure that recordkeeping items are maintained for all assigned plans.
* 5% Monitor and manage client requests, and internal reports for required task completion.
* 5% Perform other duties as assigned.
Physical Requirements:
* Communicate effectively with internal and/or external customers
* Stationary 75% of time or greater
* Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
* Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
* Parental Leave: Six weeks of paid leave at 100% of your salary.
* Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Dental and Vision Coverage: Ensuring your overall health and well-being.
* Flexible Spending Accounts: For healthcare and dependent care expenses.
* Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
* Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
* Voluntary Benefits: Including hospital, accident, and critical illness coverage.
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
* Adoption Assistance: Supporting your growing family.
* Tuition Reimbursement: Invest in your education and career growth.
* Employee Assistance Program (EAP): Access to support and resources.
* Pet Insurance: For all your furry friends.
* Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
* Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Dental and Vision Coverage: Ensuring your overall health and well-being.
* Voluntary Benefits: Including hospital, accident, and critical illness coverage.
* Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
* Paid Sick and Safe Leave: For your health and safety.
* Employee Assistance Program (EAP): Access to support and resources.
* Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
$86k-127k yearly est. Auto-Apply 1d ago
Business Banker
Chemung Canal Trust com 3.5
Chemung Canal Trust com job in Albany, NY
Responsible for the development, implementation, and coordination of the company's business development strategy in cooperation with applicable company business units in specific geographic markets.
Works with management in establishing personal, growth, sales, and profit objectives. Provides input to these objectives and to the manner in which performance will be measured and controlled.
Solicits new business from existing and prospective business clients; make business development calls and maintains ongoing business relationships with existing clients for cross-selling opportunities.
Identifies new business opportunities and implements sales; Assists in developing new commercial and municipal products and services, as applicable;
Actively calls on prospective and present clients to develop new business, resolve problems, etc; Makes group sales calls where these types of calls will improve the opportunity for new business development; Conducts presentations to employee groups;
Makes presentations of business services/products to various individuals or groups; cross-sell business services/products; arrange meetings with other company personnel as appropriate.
Manages the implementation of successful sales processes for new products and services, as applicable.
Coordinates and increases sales of applicable products across all affected company units.
Utilizes strong business acumen, judgment and maturity to differentiate strategic vs. non-strategic opportunities and makes recommendations accordingly.
Functions as a resource for all personnel by developing a communication network that fosters teamwork among all areas of the company to enhance the overall success of the position.
Conforms to General Performance Expectations as identified for all employees.
Provides high level technical assistance and product support to Business clients.
Responds to, strategizes and completes, in a timely manner, support requests submitted by bank employees and external clients.
Complete proposals for complex requests for services.
Protects the privacy of internal confidential information and ensures all procedures are being followed to safeguard any client non-public information.
Conforms to General Performance Expectations as identified for all employees.
Qualifications/Requirements
BA or BS degree in accounting, finance, business administration or related field of study preferred
Thorough knowledge of the features and benefits of all products and services
Minimum of five years in a related position required
Proficient interpersonal, communication skills and sales skills
Proficient reading, writing, grammar and math skills required
Management skills commensurate with establishing, leading and sustaining an effective sales and marketing effort
Demonstrated proficiency in Microsoft Word, Excel and PowerPoint, computer software and operating systems
Ability to travel; Valid Driver's License required
Salary Range $74,900 to $113,420 Annually
Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.
Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
$74.9k-113.4k yearly Auto-Apply 48d ago
Manager of IT Infrastructure
Chemung Financial Corp 3.5
Chemung Financial Corp job in Williamsville, NY
Build your future with us. At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth.
As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do, it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow.
Interested in making a difference while building a rewarding career?
We invite you to review the job description below and apply today. We look forward to learning more about you.
Together, we build something amazing-and we support you with benefits such as:
* Profit Sharing/401K Plan
* Health, Dental & Vision Insurance
* Tuition Reimbursement
* Paid time off
* Employee Assistance Program
…and more!
Job Title: Manager of IT Infrastructure
Here's how you'll make an impact
Ensures the organization's systems are online and fully operational at all times. Responsible for planning, installation, maintenance, and upgrade of IT systems across the organization.
* Design and execute short/long term strategic plans to ensure infrastructure capacity meets current and future needs.
* Manage and establish priorities for maintenance, design, development, and analysis of infrastructure systems including LAN, WAN, Server, Storage, Cloud, Virtual/Physical Server implementations.
* Responsible for day-to-day operation of the LAN/WAN infrastructure.
* Conduct research and recommend changes in services, products, protocols, and standards to support development efforts and infrastructure procurement.
* Assist in defining and implementing the IT Disaster Recovery Strategy for the organization.
* Define software and hardware standards in collaboration with stakeholders and owners.
* Monitor, manage and report server/LAN/WAN performance.
* Practice IT asset management inclusive of component inventory maintenance and associated documentation.
* Manage IT vendor relationships in regard to network and infrastructure design, function, and support.
* Responsible for designing and managing the endpoint management program using Microsoft Intune or other cloud-based endpoint management platforms.
* Assist the IT Manager in leading the Infrastructure Team when needed.
* Conforms to General Performance Expectations as identified for all employees.
Qualifications/Requirements
* Bachelor's degree, with a technical major, such as engineering or computer science preferred or equivalent combination of education, training, and experience.
* Systems Administration/System Engineer certification preferred - Microsoft, VEEAM, VMware, Cisco.
* Four to six years of system administration experience preferred.
* Four to six years of experience designing and managing highly complex data networks required.
* Previous Security experience or training preferred.
* Previous experience troubleshooting and leading problem-solving efforts involving outside vendors and other support personnel.
* Must be able to support multiple locations as needed; Valid Driver's License required
Salary Range $81,000 to $134,820 Annually
Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.
Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
$81k-134.8k yearly 4d ago
Staff Auditor
Canandaigua National Bank & Trust Co 4.4
Pittsford, NY job
Canandaigua National Bank
What does a Staff Auditor I do?
The Staff Auditor I role offers a unique opportunity to gain a broad understanding of the business operations at CNC. As part of the Audit Team, the Staff Auditor will conduct audits across various areas of the bank to help ensure that the business is free from unusual activities that increase risk. The Staff Auditor I is responsible for performing a variety of duties relating to the audit function; performing audit work as assigned; reporting pertinent information to the assigned supervisor; responding to inquiries or requests for information. The Staff Auditor works directly with individuals at all levels of the organization, providing a unique perspective and the ability to develop strong working relationships. This is an ideal role for someone looking to develop a foundation in risk management, compliance, and audit.
Gains an understanding of applicable regulations and laws as it relates to the audit work assigned.
Examines functions and reviews procedures/processes for internal controls and compliance with regulations as assigned.
Performs audit planning and fieldwork.
Performs annual controls (FDICIA) testing as assigned.
Reports pertinent information to the Chief Auditor and/or supervisor as requested, or according to an established schedule; compiles information as necessary, or as directed and provides data to appropriate personnel.
Responds to inquiries relating to their area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
What is needed to be successful in this role?
A B.S. or B.A. degree in Accounting, Finance, Business Administration, or similar field normally required.
A minimum of one (1) year audit or related banking / financial services experience normally required.
Strong analytical, organizational, reading, writing, grammar, and mathematics skills
Excellent interpersonal relations and communication skills
A working knowledge of banking operations
Proficient PC skills
What makes working at Canandaigua National Bank different?
Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly , feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.
Our culture nurtures passionate employees and offers great rewards including:
Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid holidays, vacation, and sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & development opportunities.
Tuition assistance.
Community focused volunteer opportunities.
Award winning wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today!
Compensation range - $23.25 - $27.75 The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
$23.3-27.8 hourly Auto-Apply 6d ago
Flex Teller- Monroe County
Canandaigua National Bank & Trust Co 4.4
Webster, NY job
Job Description
Teller Canandaigua National Bank
Hours: Part time (30-35 hours/wk)
What does a Teller do at Canandaigua National Bank do?
A Teller is so much more than accepting deposits, cashing checks and balancing a cash drawer accurately and efficiently. Our bank is woven into the very fabric of our region because we live, work, and play where our customers do. As a Teller at CNB you are the face of our bank, building, growing, and retaining relationships. For us, each customer relationship is an extension of our CNB family.
As a Teller you will provide quality customer service by being friendly and courteous while answering customers' questions. As you build relationships the opportunities to make recommendations based on our wide range of competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships, ones not measured in years but in generations.
This role is also on the front lines of our fraud and risk management efforts. Tellers receive robust education in order to abide by current regulations, bank policies and procedures while also being trained to keep an eye out for potential fraud.
What competencies are needed to be successful in this role?
A high school diploma or high school equivalency.
Valid Driver's License & reliable transportation.
Excellent communication skills and strong attention to detail.
Proficiency with a PC and associated programs (such as Microsoft Office)
Strong customer service/sales experience.
Cash handling skills.
What does a successful first year in this position look like?
Completion of 90-day Teller training.
Impeccable dependability in regards all scheduled shifts.
Able to make qualified customer referrals as part of Retail Referral program.
Become proficient in all relevant banking systems as well as retail banking products.
Make minimal errors with regard to all transactions processed.
Hours:
When joining you will be scheduled 40 hours for the first 3 months. All applicants must be available to complete this program in its entirety. The part-time schedule begins after the completion of your first 90 days.
Part-time Tellers are typically scheduled between 30-35 hours per week and will be scheduled at one of the branches within the region on a week to week basis.
Schedule:
Monday-Friday 8:30- 5:15 pm
Saturday/ Sunday*- 8:30- 12:15pm
*Two Saturdays are required per month
L
ocations- Monroe County:
East Side Region:
Webster Baytowne, Webster Jackson Ridge, Brighton, Pittsford, Perinton, Penfield, Mendon, Honeoye Falls
West Side Region:
Greece Latta Long Pond, Greece Ridge, Henrietta, Irondequoit, Alexander Park, College Town, Rochester Downtown, Chili, Brockport
What makes working at Canandaigua National Bank different?
Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.
Our culture nurtures passionate employees and offers great rewards including:
Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid holidays, vacation, and sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & development opportunities.
Tuition assistance.
Community focused volunteer opportunities.
Award winning wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
Canandaigua National Bank remains an independent community bank. If you want to be a part of something special, join us today!
Compensation range
:
$18-$19/hr.
The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
$18-19 hourly 9d ago
Internal Sales Consultant
NBT Bank 4.4
Rochester, NY job
This job includes a base rate plus commissions. Total Potential Annual Earnings: $49,192 - $76,889.20 The primary purpose of this position is to partner with external sales consultants, clients, prospects and internal departments to increase the sales pipeline, overall sales effectiveness, and sales results at EPIC.
Education and Experience:
* Bachelor's degree in business related field and a minimum two (2) years' experience or equivalent combination of education and experience
Skills and Abilities:
* Possess an in-depth understanding of the retirement plan industry, sales and prospecting strategies, and record-keeping and plan administration.
* Ability to read and interpret complex, technical documents such as plan documents, government regulations, agreements, procedures manuals and technical procedures.
* Must have superior presentation, written and verbal communications skills. Must have the ability to write and proofread proposals and request for proposal responses, presentations, routine reports and correspondence as well as sales communications pieces. Communicate effectively with prospects and clients via email, phone, web and physical presentations, and project a positive attitude and professional demeanor.
* Must be an independent contributor, with the ability to handle multiple tasks, work independently and meet deadlines. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Must be proactive in problem identification and resolution.
* Must have existing knowledge of advanced Microsoft Office applications with the emphasis on Wor
Tasks Performed:
* 30% Perform CRM system functions including report writing, data filters, exports, communications, management activities and data maintenance. Perform general administrative duties for sales department and sales consultants, including file management and materials distributions.
* 30% Support new client and new plan conversions, including introductory calls, database setup, document distribution and coordination.
* 15% Create and maintain library of sales literature and tools, including but not limited to presentations, product literature and reference lists. edit and update as needed. Prepare and maintain sales training materials and sales reports.
* 15% Establish working relationships with prospects, clients and vendors to promote the sale of EPIC products and services. Prepare RFP responses, proposal and general sales responses for sales consultants and clients as requested.
* 5% Attend, coordinate and manage sales conference meeting events, including logistics and planning.
* 5% Other duties as assigned.
Physical Requirements:
* Communicate effectively with internal and/or external customers
* Stationary 75% of time or greater
* Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
* Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
* Parental Leave: Six weeks of paid leave at 100% of your salary.
* Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Dental and Vision Coverage: Ensuring your overall health and well-being.
* Flexible Spending Accounts: For healthcare and dependent care expenses.
* Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
* Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
* Voluntary Benefits: Including hospital, accident, and critical illness coverage.
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
* Adoption Assistance: Supporting your growing family.
* Tuition Reimbursement: Invest in your education and career growth.
* Employee Assistance Program (EAP): Access to support and resources.
* Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
* Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
* Paid Sick and Safe Leave: For your health and safety.
* Employee Assistance Program (EAP): Access to support and resources.
* Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.
$49.2k-76.9k yearly Auto-Apply 59d ago
Operations Associate
NBT Bank 4.4
Oneida, NY job
Pay Range: $18.50 - $21.18 Responsible for performing various duties related to the Operations area. Functions to include but not limited to answering internal and external customer questions, performing account maintenance and verification, reconciling the payment of monies to outside agencies, processing complex transactions, ensuring compliance with regulations, resolving exception issues and understanding double entry bookkeeping as it relates to daily production work.
Education and Experience:
* High School graduate, GED or equivalent experience
Skills and Abilities:
* Customer service skills.
* Data entry skills helpful but not required.
* Basic accounting skills helpful but not required.
* PC skills in a Windows environment.
Tasks Performed:
* 60% Process monetary/non-monetary transactions; perform data input functions; perform verification of data; perform scanning and indexing; reconcile assigned accounts; resolve exception issues; perform research; accurately and efficiently as assigned.
* 10% Ensures that all security measures, procedures, and controls are adhered to.
* 10% Respond to internal and external customer inquiries.
* 10% Uphold service level standards under normal conditions.
* 5% Develop procedures in conjunction with the supervisor and train new employees.
* 5% Other duties as assigned.
Physical Requirements:
* Communicate effectively with internal and/or external customers
* Stationary 75% of time or greater
* Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
* Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
* Parental Leave: Six weeks of paid leave at 100% of your salary.
* Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Dental and Vision Coverage: Ensuring your overall health and well-being.
* Flexible Spending Accounts: For healthcare and dependent care expenses.
* Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
* Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
* Voluntary Benefits: Including hospital, accident, and critical illness coverage.
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
* Adoption Assistance: Supporting your growing family.
* Tuition Reimbursement: Invest in your education and career growth.
* Employee Assistance Program (EAP): Access to support and resources.
* Pet Insurance: For all your furry friends.
* Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
* Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
* Dental and Vision Coverage: Ensuring your overall health and well-being.
* Voluntary Benefits: Including hospital, accident, and critical illness coverage.
* Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
* Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
* Paid Sick and Safe Leave: For your health and safety.
* Employee Assistance Program (EAP): Access to support and resources.
* Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
$18.5-21.2 hourly Auto-Apply 34d ago
Commercial Services Officer (Syracuse Market)
Canandaigua National Bank & Trust Co 4.4
Canandaigua, NY job
Job DescriptionSr. Commercial Services Officer
Canandaigua National Bank & Trust
What does a Commercial Services Officer at CNB do?
The Commercial Services Officer at Canandaigua National Bank & Trust is responsible for managing a portfolio of commercial clients. In addition to being a trusted financial partner, the Commercial Services Officer is accountable for prospecting new business while maintaining and deepening existing client relationships.
What is needed to be successful in this role?
A B.S. or B.A. degree in a related field normally required.
Specialized commercial services education and training.
A minimum of eight (8) years' experience in related positions normally required.
Proficient interpersonal relations and communicative skills.
A thorough knowledge of the features and benefits of all bank commercial products and services.
Technical knowledge sufficient to manage a large loan portfolio with very complex credits.
A working knowledge of bank operating policies and procedures which impact commercial services.
Reliable transportation to meet clients in Syracuse and surrounding counties.
What does a successful first year in this position look like?
Proactively develops relationships with commercial customers of the bank with respect to deposit, financing, treasury management, commercial real estate, commercial & industrial (C&I) loans, and other banking products and services.
Maintains a thorough knowledge of the features and benefits of all bank commercial products and services to uncover customer needs and offer solutions.
Generates new business from present customers; maintains ongoing business relationships with present customers to best serve our customers.
Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers.
Assists customers with their full banking needs and provides help to customers with specific inquiries or service problems.
Attends community events as a representative of CNB to support our local community.
A Commercial Services Officer may approve or reject loan applications within individual lending authority. May serve on the Asset Review Committee and/or Officer Loan Committee as assigned by the Board of Directors.
Collaboratively establishes sales objectives with their manager on an annual basis to ensure objectives are met. Monitors individual sales performance versus objectives on a regular basis.
Responds to inquiries relating to their expertise, or to requests from other bank personnel, customers, etc., within given time frames and within established policy. Serves as a member of the bank's sales team, e.g., Branch Managers; makes group sales calls where these types of calls will improve the opportunity for new business development.
What makes working at Canandaigua National Bank different?
Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.
Our culture nurtures passionate employees and offers great rewards including:
Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid holidays, vacation, and sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & development opportunities.
Tuition assistance.
Community focused volunteer opportunities.
Award winning wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today!
Compensation range - $144,500 - $180,000
The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
$144.5k-180k yearly 1d ago
Compliance Specialist I
NBT Bancorp 4.4
Rochester, NY job
The Compliance Specialist I is Responsible for preparing compliance and government filings under direct supervision within company service standards and following department procedures to ensure accuracy and quality of deliverables.
Education and Experience:
Associates degree and 2+ years related experience or an equivalent combination of education and experience.
ASPPA Qualified 401(k) Administrator (QKA) designation preferred.
Skills and Abilities:
Ability to read and interpret documents such as retirement adoption agreements, program manuals, and government
instructions and guidance
Ability to write reports and emails/correspondence, and work effectively with employees across the company
Advanced math skills including the ability to apply concepts such as fractions, percentages, and ratios
Experience with Microsoft programs including Excel and Word
Ability to work independently and balance multiple tasks
Tasks Performed:
40% Coordination of data input and validation for annual compliance needs, including but not limited to generating and importing employee census, downloading platform asset files, and importing and confirming participant and plan level asset information.
20% Develop a basic knowledge of compliance tests and year end packages including: review of plan eligibility requirements and determination of eligible participants; review of plan allocation conditions and calculation of requested contributions and forfeiture allocations; ADP/ACP nondiscrimination, 415 annual additions, 416 Top Heavy, and 410(b) coverage tests.
15% Prepare asset reconciliation and research differences as needed for plan valuation, testing and reporting requirements.
15% Prepare, review, and publish Form 5500, Form 5330, Form 8955-SSA and other regulatory forms required.
5% Prepare Plan Documents as needed, including but not limited to Restatements, Amendments, SPDs, SMMs and Notices.
5% Perform other duties as assigned.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
$74k-95k yearly est. Auto-Apply 44d ago
Mortgage Originator - Buffalo
Chemung Canal Trust com 3.5
Chemung Canal Trust com job in Williamsville, NY
Responsible for providing mortgage loan services to clients while performing a variety of duties to support the loan servicing function to ensure efficient and accurate servicing of mortgage loan accounts.
Interviews clients, obtains applications, disclosures and required supporting documentation; Enters application data into Loan Origination System software.
Analyzes credit and other financial information to make preliminary recommendations for approval or denial.
Participates in calling programs with area realtors and other referral sources.
Participates in seminars and workshops as well as branch staff meetings to provide mortgage production information and guidance.
Maintains an awareness of competitors and their programs.
Jointly establishes quantitative client service objectives with assigned supervisor on an annual basis.
Follows up to ensure loans are approved or denied in a timely basis.
Maintains appropriate records and provides assigned/periodic reports.
Provides assistance to clients and branch personnel with specific inquires or service problems.
Coordinates specific work tasks with other personnel within the department as well as with other departments in order to insure the smooth and efficient flow of information.
Provides client service information in a timely basis in order for this information to be included as part of sales performance reports.
Conforms to General Performance Expectations as identified for all employees.
Complies with NMLS standards
Qualifications/Requirements:
High School Diploma or equivalent required; BS or BA in a related field of study preferred
Specialized training in lending and real estate credit servicing
A minimum of three years experience in related position normally required
Proficient interpersonal skills in dealing with clients and all levels of management
Demonstrated proficiency in Microsoft Word and Excel
Ability to travel and Valid Driver's License required
Salary Range $20.33 to $31.03 hourly
Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.
Chemung Canal Trust Company/Capital Bank/Canal fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled
$20.3-31 hourly Auto-Apply 60d+ ago
Retirement Plan Support Specialist-TPA/DPS
NBT Bancorp 4.4
New York job
Pay Range: $19.45 - $25.93Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts for clients. Communicate directly with, internal teams in the above capacity.
Education and Experience:
Associate degree and one (1) year related experience or an equivalent combination of education and experience.
Skills and Abilities:
Ability to read and interpret documents such as procedure manuals and technical procedures.
Ability to write routine reports and correspondence.
Ability to communicate effectively with both internal and external contacts.
Ability to prepare excel spreadsheets, reconcile numbers, and analyze financial data. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and the ability to develop application software skills provided by internal training, within a reasonable time as determined by the Manager.
Tasks Performed:
30% Prepare Trust Accountings, Reconcile Financial Data, and Import Data
25% Publish Form 5500 for client signature, and 8955-SSA. Complete of Form 1099R and 5558. Assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature.
20% Coordination of annual compliance needs to include: generate & import Employee Census Files, prepare and review output to ensure information provided meets the need of each individual retirement plan.
20% Administrative Processing Distributions, Hardships, Loans etc.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
$19.5-25.9 hourly Auto-Apply 29d ago
Universal Banker
Canandaigua National Bank & Trust Co 4.4
Penfield, NY job
Job Description
Universal Banker
Canandaigua National Bank
What does a Universal Banker do at Canandaigua National Bank? The Universal Banker I is primarily responsible for the Teller function within the assigned Community Office location. In addition to these duties, the Universal Banker I will also perform some platform duties on a rotational and as needed basis. The Universal Banker I will attend and complete the Platform I training class in order to provide our clients with a consultative sales process that is based on customer needs.
What competencies are needed to be successful in this role?
Notary certification or willingness to obtain as requested.
Ability to build relationships, communicate with co-workers and customers verbally and in writing.
Sales Skills and a thorough knowledge of the features and benefits of all bank products and services.
Knowledge of bank operating policies and procedures.
Proficiency with a PC and associated programs (such as Microsoft Office).
What does a successful first year in this position look like?
Able to perform all the responsibilities of a Teller.
Assists customers with inquiries or service problems.
Build relationships with customers to solicit new business from new and existing customers.
Maintain ongoing business relationships, while maintaining a thorough knowledge of the features and benefits of the bank's products and services
Follow all operating procedures in the branch. I.E. opening/closing, vault cash, securing negotiable documents, order currency and coin, etc.
Compensation range- $19-$20
The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
What makes working at Canandaigua National Bank different?
Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.
Our culture nurtures passionate employees and offers great rewards including:
Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid holidays, vacation, and sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & development opportunities.
Tuition assistance.
Community focused volunteer opportunities.
Award winning wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
Canandaigua National Bank remains an independent community bank. If you want to be a part of something special, join us today!
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
$19-20 hourly 25d ago
Senior Client Service Specialist
NBT Bancorp 4.4
Rochester, NY job
Pension experience with 5500s and testing preferred. Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.Education and Experience:
Associate's degree and four (4) years' Client Service experience or equivalent combination of education and experience
ASPAA Qualified 401(k) Administrator (QKA) preferred
Skills and Abilities:
Ability to read and interpret documents such as procedure manuals and technical procedures.
Ability to write routine correspondence. Ability to speak effectively with both internal and external contacts.
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Must have knowledge of Microsoft Office applications, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager.
Tasks Performed:
35% Work with major accounts and high- profile clients using your discretion to determine how specific situations should be addressed to ensure client expectations are appropriately met. Ensure plans are administered in compliance with plan provisions, current pension laws and regulations. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with Clients, Plan Sponsors and Advisors.
20% Ability to discuss the compliance testing process, testing results and all required government filings; including consulting with clients/advisors on plan design options to meet the desired retirement plan benefit outcomes. Be a resource for other team members on complex research items.
20% Assist Team Leads in the development of processes and implementation of best practices to ensure compliance to EPIC RPS standards of service.
15% Demonstrate knowledge of available EPIC RPS custody solutions and trading methods. Be able to train these to Client Service Specialists and other EPIC RPS team members as needed. Effectively communicate with all operational teams to ensure that recordkeeping items are maintained for all assigned plans.
5% Monitor and manage client requests, and internal reports for required task completion.
5% Perform other duties as assigned.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Zippia gives an in-depth look into the details of Chemung Canal Trust, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Chemung Canal Trust. The employee data is based on information from people who have self-reported their past or current employments at Chemung Canal Trust. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Chemung Canal Trust. The data presented on this page does not represent the view of Chemung Canal Trust and its employees or that of Zippia.
Chemung Canal Trust may also be known as or be related to Chemung Canal Trust, Chemung Canal Trust Company and Chemung Financial Corporation.