ConServe jobs in Buffalo, NY - 22127 jobs

About The Role The Commercial Banker Senior is pivotal in driving production by managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role actively collaborates with the sales team to establish, build, and maintain strong banking relationships, significantly contributing to the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, portfolio management, risk identification, and adherence to loan covenants. Key responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands strong individual initiative and effective collaboration to achieve and exceed business objectives. Principal Duties and Responsibilities: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 8-10 years experience in Commercial Banking Required Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email at **********************************.

At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM), you will lead your team in exceeding customer expectations, nurturing relationships that drive long‑term success. In this role, you'll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer‑centric culture. As both a leader and coach, you'll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value. A successful BM thrives in a digital‑first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You'll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you'll implement coaching plans that inspire your team to achieve personal and branch‑wide goals. To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you'll combine financial acumen with strategic insights to guide decision‑making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded. As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications High School diploma or equivalent required Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world‑class customer service, and operational integrity in a high‑volume branch environment 4 years sales management experience in Retail or Branch Banking environment Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment Drive an exceptional customer experience validated through customer satisfaction surveys Maintain strong partnerships with community & civic organizations Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS Preferred Qualifications Associate's or Bachelor's degree preferred Retail banking Talent sourcing & assessment Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency: The salary range for this position is $95,182-$117,645 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr

About the Role We are seeking a proactive, organized, and detail-oriented Case Manager to join our Life Insurance Operations team. This role is responsible for managing the complete new business and underwriting process for life insurance cases-ensuring every case moves efficiently from submission through placement. The ideal candidate thrives in a fast-paced, structured environment, communicates clearly and professionally, and takes ownership of delivering exceptional service to advisors and clients. What You'll Do • Manage a portfolio of 50-70 pending life insurance cases from submission through placement. • Review new life insurance applications to ensure all requirements are complete and 'in good order'. • Order and track medical requirements, medical records, exams, and other underwriting documentation. • Act as the liaison between financial advisors, clients, vendors, and carriers-providing timely case status updates and resolving issues quickly. • Proactively follow up with all parties to ensure each case progresses smoothly and meets service level standards. • Advocate and negotiate with carrier underwriters to secure the best possible underwriting outcomes for clients. • Partner with the internal underwriting team to review escalations or complex cases. • Maintain accurate documentation and records in internal systems such as eApp, eDelivery, SharePoint, Agency Integrator, Outlook, and Vital Term. • Build and maintain strong relationships with advisors, internal team members, and carrier contacts. • Provide high-quality customer service as the primary contact for financial advisors on case-related matters. • Develop a solid understanding of carrier products, procedures, and underwriting guidelines. What You'll Bring • 3-5 years of experience as a Life Insurance Case Manager in a multi-carrier environment. • Proven ability to manage complex or high-net-worth cases for independent advisors. • Strong understanding of the life insurance sales process and client communication best practices. • Excellent organizational and follow-up skills, with the ability to manage multiple cases simultaneously. • Proactive problem solver who takes ownership of outcomes and demonstrates initiative. • Experience working across multiple systems, managing both electronic and physical documentation. • Strong written and verbal communication skills; ability to build trusted relationships. • Familiarity with medical terminology and life insurance underwriting processes preferred. • Education: High school diploma or equivalent required; higher education a plus. Preferred Licenses & Certifications • Life & Health License • Series 63 • Series 6 Why Join Us • Competitive base salary • Comprehensive benefits package • Collaborative, professional work culture • Opportunity to make a direct impact in a high-performance team supporting advisors nationwide

GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues. Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary. We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer. Please click here to submit your cover letter and resume and apply. #J-18808-Ljbffr

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr

A leading financial institution in Fort Lauderdale is seeking a dynamic individual for a senior position in their wealth management division. You will lead a talented team, ensuring compliance and fostering client relationships while driving business results. Ideal candidates should have extensive experience in the banking industry, be adept in leadership roles, and possess strong communication skills. This role offers a unique opportunity to shape the future of wealth services in a supportive and diversified environment. #J-18808-Ljbffr

The Senior Analyst, Credit Risk will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis. Essential Job Duties & Responsibilities: Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets Maintain financial reports that summarize the overall financial position of the tenant portfolio Track industry trends and tenant news Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings Continue to improve and develop tenant financial analysis tools, procedures, and reports Travel to corporate headquarters located in Victor, NY for employee events and training as necessary Executes duties and maintains standards in accordance with company policies and procedures Additional duties as required Overtime hours may be required as job duties demand Skills/Qualifications: Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations Knowledge of financial ratio analysis and GAAP accounting Understanding of finance, real estate, and capital markets terms and concepts Effective verbal and written communication skills with ability to effectively present data and findings Strong attention to detail with a focus on quality and accuracy in a fast-paced environment Experienced information gathering and information monitoring skills Effective decision-making skills and an ability to perform under deadline pressure Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel Strong collaborator with a proven ability to work across teams, functions, and levels of the organization Education/Experience: Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required 3-5+ years of finance/underwriting experience in a professional services environment Experience with Moody's and/or S&P tools preferred Formal credit training, commercial credit underwriting experience preferred Experience working with Power BI a plus Experience working with MRI commercial property management software a plus

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. This position of Document Review Manager will be responsible for managing the daily production for their line of business in support of several clients. The manager's focus is to deliver on high quality production and ensure product lines meet all contractual Service Level Agreements (SLA). The Manager will act as a point of contact in support of client inquiries and escalations, responding to the clients promptly. The Manager will support the Director with all direct staffing needs by monitoring production, accuracy, and attendance. Essential Functions Act as a main point of contact for all clients in support of daily production and escalations. Hire, train, motivate and coach employees as they provide attentive, efficient services to clients and colleagues, assess employee performance, and provide helpful feedback and training opportunities. Collaborate with department leaders across the organization, and external vendors and clients as appropriate to discuss issues, develop strategy, coordinate activities, and resolve problems. Motive with a positive approach and mentor department Leads to enhance overall morale of their teams. Escalate, consult, and communicate effectively with senior management. Coordinate meetings/training. Support the Training Team with implementing new/updated policies and procedures. Clearly understands and educates team on what the Production Statistics and KPI Metrics are for each task for all team members .Oversight of SLA risks and any potential issues. Updates knowledge and understanding of all client production guidelines and requirements and shares with relevant teams. Runs daily production reports to ensure orders are flowing through the line without issues. Lead the team with integrity and to establish and maintain a trusting, inclusive, and productive environment. Perform other related duties as assigned. Essential Knowledge, Skills, & Abilities Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Advanced knowledge of Microsoft Office Suite, including Word, Excel, and PowerPoint. Strong analytical and problem-solving skills. Ability to prioritize multiple objectives to meet client deadlines and department goals. Strong management and leadership skills. Commitment and ability to cultivate a diverse and inclusive work environment. Education High School Diploma or equivalent. Associate degree and equivalent industry experience required. Bachelor's degree preferred. Experience Experience in title, mortgage, or financial industry required. At least 2 years' experience managing a team. Compensation and Benefits Covius offers an extensive benefits package for all employees, including medical, dental, vision and 401(k)! Compensation: $45,000.00 to $68,900.00 Annually Application Guidelines: For best consideration, please submit your resume and application materials as soon as possible. Review of applications will begin immediately. Working Conditions Work is performed in a climate controlled indoor administrative office setting. The noise level in the work environment is usually quiet to moderate, depending upon the office or meeting location. Physical Demands and Activities While performing the duties of this job, the employee is frequently required to communicate. The employee frequently is required to remain stationary. The employee is frequently required to move about the office, operate a computer and other office machinery, such as calculator, copy machine, and computer printer; occasionally position self to maintain files; rarely moves boxes weighing up to 30 lbs. Close and distance observation required with ability to observe objects at close range in presence of glare or bright lighting (e.g., computer screen). Must possess the ability to communicate information and ideas so others will understand and have the ability to interact with external and internal stakeholders. Covius is committed to equal opportunity in all employment practices to all qualified applicants and employees without regard to race, color, religion, gender, gender identity, age, national origin, pregnancy, disability, genetics, marital status, military or veteran status or any other protected category as established by local, state, and federal law. This policy applies to all aspects of the employment relationship including recruitment and hiring, placement, promotion, transfer, compensation, disciplinary action, layoff, leaves of absence, training, and termination. All such employment decisions will be made without unlawful discrimination based on any prohibited basis. The essential functions, working conditions and physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. Please note that all s are not intended to be all-inclusive. This job description is not designed to cover all activities, duties or responsibilities that are required of the employee for this job. Employees may be required to perform other duties at any time with or without notice to meet the ongoing needs of the organization. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Provide strategic and managerial support for the Learning & Talent Development (L&TD) Communications team, driving internal communications strategy, marketing, change initiatives, and team engagement. Responsible for resourcing, project delivery, and ensure alignment with enterprise goals and division priorities. Responsibilities Manage daily activities of employees and/or supervisors; primarily responsible for tactical issues Perform supervisory duties to include selecting, measuring, counseling, rewarding and developing team members Provide ongoing, real-time performance mgmt. support and feedback, to include mentoring and coaching; establishing team and team member objectives, standards and priorities Drive the development and monitoring of performance and development goals for employees and/or supervisors and identify and develop successors and talent Strategically staff the team and applicable projects both traditionally and non-traditionally Analyze budget execution, reports variances and recommends adjustments to support business needs, goals and objectives Contribute to preparation of Annual Financial Plan (AFP) Drive operational efficiency through evaluation of team's workflow, quality and output to continuously improve design, development and implementation of communications efforts Stay abreast of and ensure compliance with applicable federal, state and industry laws, Navy Federal policies, procedures, regulations and guidelines Partner across Learning & Talent Development and with HR stakeholders to align messaging and campaigns with enterprise and division objectives Assist in leading and provide support to drive communications for high visibility projects in areas related to learning and development Drive operational efficiency and continuous improvement in communications processes and team workflows. Develop, monitor and improve communications and engagement metrics, report outcomes, and refine channel strategies based on data Lead reporting cadence for campaigns and portfolio, leveraging automation resources and dashboards Research, gather and synthesize data and when applicable present conclusions and recommendations to leadership Manage L&TD's brand ensuring adherence to brand guidelines and style standards Approve and publish communications for target audiences, including executive and sensitive messaging Coordinate approval workflows with stakeholders, leadership, and legal as needed Stay abreast of industry trends and standards and integrate best practices into processes and workflow Contribute to development of strategic plans, tactics and goals for the division Partner across Learning & Development on projects and programs requiring a multi-faceted approach Collaborate within the training and communications communities to support information sharing and implementation of best practices Support team's recruiting and selection needs by participating in hiring panels for positions throughout Learning & Development Perform other duties as assigned Qualifications Expertise in internal communications, marketing, project/program management, talent development, training, adult education, human capital, organizational development, and/or instructional design. Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources Demonstrated expertise in managing and developing others, including leaders Experience managing multiple resources through complex projects to achieve desired results Ability and passion for finding solutions to problems and helping others Ability to effectively work in complex, sensitive, and ambiguous situations Strong strategy, change management, and communications consulting skills Ability to work and collaborate with all levels of management (including executives), staff and vendors Ability to think strategically, adapt quickly and exhibit excellent communication skills Demonstrated skill in presenting findings and conclusions clearly and concisely to stakeholders and management Strong consulting, analytical and problem solving skills Excellent verbal, written and interpersonal communication skills with experience in AP Style Bachelor's degree in Communications, Marketing, Human Resources, Psychology, or similar filed, or the equivalent combination of experience, education and training Desired Qualifications Advanced degree (MBA, Masters, etc.), professional certifications (e.g., PMP, coaching, instructional design) Graduate of Navy Federal's Management Toolbox and Leading Leaders Strong command of Navy Federal operations, processes and procedures Experience working with advanced presentation software suites, project management systems (ADO, Power BI, MS Forms, Menti, etc.), and comms platforms (StaffBase, AEM, Adobe Analytics, etc.) Professional certifications including: human resources, coaching, project management and / or evaluation (e.g., PMP), instructional design, talent, training, or IT Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr

The VP Legal Counsel is responsible for all legal activities within the Bank's Florida Region, overseeing the legal team and ensuring the region's operations comply with applicable laws and regulations. This role provides strategic legal counsel to management and all business, operational, and administrative units in the region. The VP Legal Counsel supports the Corporation's Legal Department, as it relates to the region, on vendor contract negotiation, major transactions, litigation, and regulatory matters, keeping management informed of relevant legal developments. Essential Responsibilities: Lead and manage all legal matters for the Bank's Florida operations, including research and interpretation of local and federal banking laws. Advise management and department heads on legal risks, policy formulation, and compliance issues. Conduct comprehensive legal research on specialized topics, including statutes, regulations, case law, and legal periodicals. Provide legal counsel on employment, compensation, benefits, training, communications, and other operational matters. Support internal investigations as needed. Advise Credit Officers on corporate and commercial financing agreements and amendments. Oversee residential and commercial loan closings, including drafting and negotiating loan documents. Review, draft, and negotiate contracts and agreements with vendors, partners, and clients, ensuring legal compliance. Manage relationships with external counsel and other legal service providers. Represent the Bank in real estate transactions, legislative and regulatory hearings, and related matters. Assist in litigation and coordinate with regulatory and independent auditors and examiners. Review and approve documentation for billings, probate claims, title disputes, and other legal issues. Support the Subpoenas & Legal Requirements Unit for matters served by law enforcement, government agencies, and courts. Respond to levies, writs of garnishment, and subpoenas. Oversee foreclosure litigation, including review of accounts recommended for foreclosure. Negotiate agreements for the sale of OREO property. Contribute to drafting and updating policies and procedures for the Corporation in the region. Assist in departmental budgeting and management. Prepare and deliver training sessions for internal clients. Represent the Bank in business, government, and community activities. Independence of Judgment: The degree of judgment is related to the identification and definition of new problems of moderate complexity and recommendation of action or decision on specialized and complex subjects of impact for important functions of the Corporation. Impact Errors: The impact of errors of this position could affect other department activities, as well as the Corporation's reputation with government entities, regulatory agencies, and the community in general. It could also affect material activities for the Bank, either from other divisions or departments, or within. Competencies: Computer proficiency Fully Bilingual - Write, speak and comprehend English and Spanish Strong Analytical Skills Interpersonal communication skills Initiative: Striving for Excellence Teamwork and Diversity Negotiation skills Problem solving capabilities Good Analytical abilities General Banking and Business Knowledge Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this position include close and distance vision. While performing the duties successfully, the employee is regularly required to sit; use hands, handle or feel, talk and hear. The employee is occasionally required to stand and walk. Able to handle pressure and juggle multiple priorities. Education/Experience: Juris Doctor (JD) from an accredited law school. Minimum of 10 years of progressively responsible legal experience representing financial institutions. Familiar with banking law, employment law and litigation concepts, practices and procedures. Proven leadership and team management skills. Flexible work schedule Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure. EQUALEMPLOYMENT OPPORTUNITY EMPLOYER EQUALEMPLOYMENT OPPORTUNITY EMPLOYER #J-18808-Ljbffr

A leading financial services firm in New York is seeking a Product Solutions Director to guide sales advisory and optimize complex problem-solving in eCommerce Payments. This role requires extensive experience in product solutions and sales strategies, with a passion for delivering client-centric solutions. The ideal candidate should have over 8 years in leadership roles and expertise in the financial sector, along with a track record of transforming sales and technology. #J-18808-Ljbffr

To provide guidance to management and employees on performance concerns, conflict resolution, organizational changes, HR policies and procedures, employment/labor laws, EEO, and adverse employment actions to promote a fair and equitable work environment. Assess and address employee engagement, manager education, employee and manager counseling, performance improvement efforts, investigations, policy interpretation and resolution of employee grievances/charges. Responsibilities Evaluate employee inquiries and problems to determine best course of action; provide advice and guidance Lead thorough and timely workplace investigations and make recommendations on appropriate course of action including formal levels of disciplinary action (e.g., reprimand, suspension, reassignment/reduction or termination) to minimize legal risk Create chronological history of relevant issues; ensure the accuracy of the content and that the document is legally defensible/sound Resolve issues involving discipline, performance, employee concerns, attendance, personnel actions, and employment policies/procedures and laws (e.g., EEO, AAP, FMLA, ADEA, ADA) Apply knowledge of theories, principles, and practices of human resource management; research and evaluate employment practices and make recommendations Analyze exit survey, turnover and other employee data to produce metrics outlining the current state and provide recommendations to internal customers Maintain working knowledge of regulatory requirements and practices including changes and new legislation Research Navy Federal policies, procedures and past practices to ensure consistency in all adverse employment actions Review performance appraisals as needed; evaluate the content of the appraisal to ensure fairness, consistency, accuracy and legal compliance Confer and consult with Office of the General Counsel (OGC) and external law offices on litigation cases; provides detailed case analysis and documentation as needed Apply knowledge of federal, international and state employment laws to provide advice, guidance, and counseling to employees and management Represent Navy Federal in unemployment hearings and appeals, as necessary Assist in composing internal and external communications Lead and/or provides support for projects and initiatives within the business unit and/or across the organization Research, compile, review and analyze reports Participate in training and mentor initiatives with new Employee Relations team members Perform other duties as assigned Qualifications Significant knowledge in local, state and federal employment regulations Advanced knowledge of federal and state leave and disability laws related to benefits, HIPPA, FMLA, ADA and substance abuse Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals Ability to maintain confidentiality and demonstrate integrity Advanced skill applying local, state and federal employment regulations Advanced research, analytical and problem solving skills Advanced verbal and written communication skills Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely Advanced organizational, planning, and time management skills Advanced skill working with diverse internal and external contacts Advanced skill building effective relationships through rapport, trust, diplomacy and tact Advanced skill navigating multiple screens and PC applications and adapting to new technologies Bachelor's Degree in Human Resources, Business Administration, or the equivalent combination of training, education, and experience Desired Qualifications Basic knowledge of Navy Federal Human Resources policies, procedures, and programs Basic knowledge of Navy Federal's functions, philosophy, operations and organizational objectives PHR/SHRM-CP or SPHR/SHRM-SCP Certification Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road, San Diego, CA 92131 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope. Responsibilities Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions Research and evaluate opportunities related to process flow variance deficiencies Develop and implement processes and procedures to ensure correct recording of actual labor times Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance Leverage best practices gained through process improvement activities to other activities which would benefit from implementation Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements Ensure the implementation of new and enhanced processes Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures Identify and assess business strategies and opportunities; develop appropriate analytical approaches Full life-cycle project management Establish and lead project teams Develop project plan/scope/schedule/cost/communications Procure and/or manage resources/timelines/deadlines/quality Risk, Issue and Change management Ensure successful project implementation Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements Perform other duties as assigned Qualifications Advanced knowledge of process mapping/modeling and business process reengineering Significant experience in leading teams in business process improvement initiatives Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools Advanced knowledge of market trends, business strategies and technology and their interrelationships Significant experience in working effectively with diverse internal and external contacts Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation Advanced skill communicating with all levels within an organization Advanced skill exercising initiative and using good judgment to make sound decisions Advanced research, analytical, and problem solving skills Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships Advanced analytical/quantitative, reconciliation and deductive reasoning skills Advanced verbal and written communication skills Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience Desired Qualification(s) Lean Six Sigma or the equivalent combination of training, education, and experience Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Title: Vice President / Director / Managing Director (Depending on Experience) Location: Boca Raton, FL (Full Time / In Office) About Kayne Anderson Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025) Position Overview We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform. General Position Responsibilities Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes. Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow. Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities. Manage the execution of complex transactions, including negotiation of loan documents and closing processes. Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies. Partner with senior leadership to shape investment strategy and capital deployment. Mentor junior team members, providing guidance on deal analysis, execution, and market insights. Qualifications 7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform. Strong track record in sourcing and executing transactions. Deep knowledge of capital markets, real estate debt structures, and risk/return analysis. Proven ability to lead deal execution from origination through closing and asset management. Exceptional financial modeling, analytical, and negotiation skills. Established industry relationships with borrowers, lenders, and intermediaries. Strong leadership, communication, and presentation skills. Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus. Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member's Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr

A top financial institution in New York is seeking an experienced Product Manager to drive product innovation in Merchant Services. You will lead the end-to-end product life cycle, develop strategies, and ensure top-tier client experiences. Ideal candidates have over 5 years in product management, particularly in payments, with strong analytical and stakeholder management skills. This role offers a competitive salary and the chance to impact customer satisfaction significantly. #J-18808-Ljbffr

This is a full-time on-site role for a Community Banker located in West Hurley, NY. The Community Banker position accurately processes various transactions, completes high-level tasks related to bank accounts, actively promotes products, and services, and supports long-term relationships with customers. This position requires rotation between platform and teller stations based on the needs of the branch, giving equal time to both as possible. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect. The Community Banker will also be responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to: Strict adherence to all bank policies and procedures to protect the bank while enhancing the customer experience. Accountability for cash drawer and its contents at all times and reporting any discrepancies to management. Maintaining a full understanding of all bank products and promotions, as well as knowledge in financial management systems. Performing for all aspects of the account opening and closing process, updating personal details and permissions on bank accounts. Assisting customers with ordering and issuing new debit cards and pin resets. Reviewing accounts for fraudulent activity and assisting customers with dispute claims. Assisting customers with internet banking; including unlocking and resetting user accounts and assisting customers with application, agreement, and disclosures. Assisting with vault proof at the end of the day including counting, selling, and buying cash. Assisting the branch in cash ordering, end of night reports, monthly audit logs and teller audits. Recognizing cross-selling opportunities, including referrals to other areas of the Bank to support strategic growth goals. Engaging in customer outreach to support relationship development and service needs. Making customer calls as part of ongoing engagement and follow-up efforts. Researching and correcting cash on hand differences. Assisting customers in filling out loans applications, providing the required document for underwriting and handling the closing of the following consumer lending products: unsecured personal loans, passbook savings loan, auto loans and overdraft line of credit. Accepting consumer loan applications and submitting HELOC and mortgage referrals to our leading team. Participating in and supporting Rondout Savings Bank initiatives, activities, and programs. Requirements Education and Certification Qualifications: High school diploma or equivalent. Required to take internal training courses. Experience and Qualifications: 1-2 years of banking experience, excellent verbal and written communications skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills. Physical Requirements: Prolonged periods of time working on a computer Prolonged periods of time standing Ability to walk up and down stairs Must be able to lift up to 10-20 pounds at times Ability to work at any branch location As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Equal Employment Opportunity Policy Statement EEO Reasonable Accommodation Policy Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision