Customer Service Associate jobs at Dime Community Bank - 374 jobs

At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an exciting opportunity as part of our customer relations call center team. Customer Relations Specialist Our customer relations staff has a passion for excellence in customer service and are focused in their goal of doing what is right for our customers. They reach out to current customers to inspire new business, while also cross selling when appropriate on inbound calls. Customer Relations Specialists advise customers on financial services, collaborate with other to ensure high-quality customer service, and have excellent communication skills. For over 100 years Solvay Bank has been dedicated to our customers and our community. Join us and enjoy the many rewards; matched 401(K) retirement savings, health and dental coverage, and more. Internal candidates must submit application by 11/3/2025 Solvay Bank is an EOE/AA/Disability/Veteran ********************************************************************************************************************* ************************************************************* Position Title: Reports To: Customer Relations Specialist Customer Relations Supervisor Position Summary: Provides quality service by telephone or electronic communication to bank customers in an efficient and professional manner and adheres to Bank defined Client Service Standards. Inspires new business, while also cross selling when appropriate on inbound calls. Essential Duties and Responsibilities: * Fosters a positive and professional customer service experience during all interactions with customers and co-workers. * Researches and resolves customer inquiries in a timely manner to ensure customer satisfaction. Maintains "ownership" of the inquiry until adequately resolved. * Responds to First base inquires in a timely fashion and follows up with co-workers associated with the customer inquiry. * Maintains knowledge of products and services and is able to cross sell them to our customers. They include but are not limited to, Business Online Banking, ACH, Merchant Services, iBank, Positive Pay, Deposit Accounts, Certificates of Deposit, Insurance, Mortgages, Trust and Investment Services, Consumer Loan Products, and other retail products that are supported by the Customer Relations Department. * Responds to customer inquiries regarding bank products and services, Personal Online Banking, Business Online Banking, and reset passwords as needed. * Answers customer questions, researches account problems and generates changes to accounts as needed. * Performs assigned daily departmental functions and acts as a backup as needed. * Assist with special projects as needed. * Maintain a high degree of confidentiality regarding customer accounts. Qualifications: * Knowledge of banking products, policies, and regulations. * Strong interpersonal and communication (oral and written) skills. * Ability to cultivate and sustain strong customer relationships. * Understands Solvay Bank Work Values and visibly exhibits these values in daily approach to work and work relationships. Experience and Education: * 2 or more years of banking experience in a customer service/sales role. * Demonstrated success in problem resolution and cross sell ability. * Demonstrated knowledge of retail products, loan products, and services. Skills and Attributes: * Critical Thinking - Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to customer inquiries. * Written / Electronic Communication - Communicates effectively both verbal and written as appropriate for the needs of the audience. * Verbal Communication - Conveys information respectfully and intelligently by verbally communicating information and ideas so that others understand. * Motivation - Is self-motivated and has the ability to develop successful relationships with customers and co-workers. * Creativity and Innovation - Develops new and original ideas that foster growth and efficiency within retail banking and the customer care arena. * Dedication and Involvement - Is involved with the Solvay Bank Community and Staff. 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 function. While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk, sit, and climb stairs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is moderate.

The Equity Factor Research & Development team partners directly with clients - including asset managers, hedge funds, asset owners, and wealth managers - to design and develop innovative equity factor models that address real-world investment challenges. Our research enhances transparency in equity markets but also to ensure clients can apply model insights to improve decision-making and achieve measurable business outcomes. We work closely with product management and client coverage teams to shape the Analytics business vision and strategy, ensuring that our research remains aligned with client needs and commercial priorities. * Engage with clients to understand their strategic objectives, investment challenges, and decision-making processes. Effectively communicate the benefits of MSCI's research and models to diverse audiences. Demonstrate both comfort with high-level communication and an absolute command of details. * Research and implement equity factor models using advanced data science, artificial intelligence, and financial theory, with an emphasis on real-world applications and measurable impact. * Collaborate across research, product management and client coverage teams to align innovation with client and market opportunities. * Translate complex research into actionable insights, address investment challenges, and build trusted client relationships that drive business growth. * Demonstrate thought leadership through innovative research, publications, and external presentations that strengthen MSCI's role as a trusted advisor. * Exceptional relationship-building and communication skills, with the ability to translate technical results into clear, business-relevant insights for non-technical audiences, and to partner with senior stakeholders and influence client decision-making. * Strong quantitative foundations (Finance, Econometrics, Optimization, Data Science, or Machine Learning) paired with a commercial and client-first mindset. * Experience in empirical modeling and data analysis, with meticulous attention to detail, and a proven track record of driving and delivering research projects. * Experience in engaging with investment teams at asset managers, hedge funds or asset owners, and the ability to connect research to portfolio and business outcomes. * Advanced degree (Masters/PhD) in a quantitative discipline with expertise in Finance, Econometrics, Optimization, Data Science, and/or Machine Learning. * Production-level coding skills in Python or similar language. What we offer you * Salary range: $172,000- $224,000/ year plus eligible for annual bonus * Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. * Flexible working arrangements, advanced technology, and collaborative workspaces. * A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. * A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. * Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. * Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. * We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women's Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You'll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Your Team Responsibilities The Equity Factor Research & Development team partners directly with clients - including asset managers, hedge funds, asset owners, and wealth managers - to design and develop innovative equity factor models that address real-world investment challenges. Our research enhances transparency in equity markets but also to ensure clients can apply model insights to improve decision-making and achieve measurable business outcomes. We work closely with product management and client coverage teams to shape the Analytics business vision and strategy, ensuring that our research remains aligned with client needs and commercial priorities. Your Key Responsibilities Engage with clients to understand their strategic objectives, investment challenges, and decision-making processes. Effectively communicate the benefits of MSCI's research and models to diverse audiences. Demonstrate both comfort with high-level communication and an absolute command of details. Research and implement equity factor models using advanced data science, artificial intelligence, and financial theory, with an emphasis on real-world applications and measurable impact. Collaborate across research, product management and client coverage teams to align innovation with client and market opportunities. Translate complex research into actionable insights, address investment challenges, and build trusted client relationships that drive business growth. Demonstrate thought leadership through innovative research, publications, and external presentations that strengthen MSCI's role as a trusted advisor. Your skills and experience that will help you excel Exceptional relationship-building and communication skills, with the ability to translate technical results into clear, business-relevant insights for non-technical audiences, and to partner with senior stakeholders and influence client decision-making. Strong quantitative foundations (Finance, Econometrics, Optimization, Data Science, or Machine Learning) paired with a commercial and client-first mindset. Experience in empirical modeling and data analysis, with meticulous attention to detail, and a proven track record of driving and delivering research projects. Experience in engaging with investment teams at asset managers, hedge funds or asset owners, and the ability to connect research to portfolio and business outcomes. Advanced degree (Masters/PhD) in a quantitative discipline with expertise in Finance, Econometrics, Optimization, Data Science, and/or Machine Learning. Production-level coding skills in Python or similar language. About MSCI What we offer you Salary range: $172,000- $224,000/ year plus eligible for annual bonus Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women's Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You'll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS. CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit www.osam.com Relationship Management Specialist Vice President The Relationship Management Specialist will support OSAM's business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS, OSAM's revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. Key Responsibilities Include: * Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads * Develop an in-depth understanding of CANVAS workflows and OSAM's investment/portfolio management process * Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory * Develop new advisor relationships and retain and deepen existing relationships * Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities * Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions * Take ownership of follow-up communication * Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests * Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS * Manage ongoing account service requests in a timely manner * Support growth efforts by coordinating across sales, operations, and Portfolio Management teams Highly Desirable: * 5+ years of experience in asset management or investment management * Strong experience with tax loss harvesting platforms and separate account operations * Strong knowledge of equity investment landscape, portfolio management, financial planning * Experience working with financial advisors * High degree of comfort with technology * Ability to effectively problem solve in a timely manner * Must maintain strong working relationships both internally and with external clients * Superior work ethic * Comfortable working in a fast-paced environment * Ability to manage multiple tasks effectively * Self‐starter, able to proactively identify opportunities for process improvement * Strong time management and organizational skills * Team player * Intellectual curiosity Location: * Stamford, CT (HQ) or New York City. This is hybrid role working 3 days a week in office. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $155,000 - $192,000. For more information on our firm, please visit our website at www.osam.com. To apply, please visit here. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton * Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. **Job Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. + Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. + Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum of two years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred Qualifications, Capabilities, and Skills** + A bachelor's degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. **This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process** . **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ******************************************************************** x Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $38.46 - $57.69 / hour

JobID: 210683672 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $38.46-$57.69 Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities * Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. * Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. * Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. * Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. * Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. * Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills * A minimum of two years of financial services experience. * Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills * A bachelor's degree * Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Yellowstone Local is proud to represent Hamilton Mechanical, LLC, a Hickory Company, an industry leader in high-end residential HVAC across New York City. Tired of being just another voice on the phone? At HamiltonAir, you're the nerve center of a mission-driven, high-performance HVAC team. What's in it for You? Compensation: Earn $50,000 - $75,000 per year, plus 10% commission on new memberships or upgrades. Overtime Opportunities: Boost your income with consistent overtime. Full Benefits: Medical, dental, vision, 401(k) with company match, paid vacation, sick leave, and holidays. Career Stability & Growth: Full-time position with advancement pathways in a fast-growing company. Strong Team Culture: Work with a supportive, high-performance crew where your voice and ideas are valued. Why You'll Love It Here Mission-Driven Momentum: Be part of the Northeast's leading clean heat installation and service team. Company Values You Can Believe In: Put Employees First Treat Everyone with Respect Delight Customers Raise the Bar Get Things Done High-Impact Work: Contribute to meaningful projects, from geothermal installs to traditional gas and oil furnace systems. Your New Role As the HVAC Customer Service Specialist based in New York, you'll keep our operations running like clockwork while creating top-tier experiences for our customers. From coordinating technician schedules to driving membership sales, you'll be the communication hub of our high-performing team. Customer Support Answer incoming and outgoing calls with professionalism and precision. Provide clear pricing, schedule details, and proactive follow-up. Handle invoicing and nurture strong customer relationships. Scheduling and Dispatch Route technicians strategically for maximum efficiency. Maintain customer and service records using ServiceTitan. Track workflow and GPS data to ensure accuracy and timeliness. Membership Sales Actively promote and sell memberships or renewals. Schedule and manage seasonal service visits. Follow up with existing members to ensure satisfaction. Process Optimization Identify operational bottlenecks and suggest solutions. Coach technicians on using new tools and improving system use. Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. Strong communication and multitasking abilities. Technologically proficient with strong organizational skills. Self-starter with a results-driven attitude. Valid driver's license. Associate's degree or relevant work experience. Minimum 1 year in customer service. Experience in trades such as HVAC, solar, or clean energy. Hamilton Mechanical, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #orange

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $31.25 - $42.79 / hour; Uniondale,NY $31.25 - $42.79 / hour

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $31.25 - $42.79 / hour

JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

Your role UBS is seeking a Client Onboarding Specialist to join our Global Markets Clearing team within the Integrated Client Lifecycle Services (ICLS) function, which is part of Group Operations. You will support post trade automation and integration for our global client base across Exchange Traded Derivatives (ETD) and Cleared OTC (cOTC) products. Your focus will be on delivering seamless client connectivity, designing workflows, and implementing end to end solutions for trade confirmation and reporting using secure technologies such as SWIFT, FIX, and SFTP. You will collaborate with internal teams and external vendors to ensure timely, accurate integration and continuous improvement. Detailed salary information: * New York: the salary range for this role is $77000 to $96000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Your expertise * Bachelor's degree required. * Ideally 3+ years of experience in finance and clearing roles (ETD and Cleared OTC preferred). * Excellent communication skills (verbal and written) and professional client facing attitude. * Ability to build rapport with internal and external stakeholders across diverse roles. * Proven ability to work with external clients and vendors and build strategic relationships to support connectivity and integration goals. * Experience in client project management, including planning, coordination, and delivery of onboarding and connectivity initiatives. * Resilient in a fast paced, high pressure environment; self starter with strong prioritization skills. * Ability to provide technical training to staff. * Strong analytical skills and proficiency with Excel formulas; high attention to detail. * Knowledge of clearing processes and technical understanding of industry-standard messaging formats (e.g., SWIFT, FIX). * Ability to work under pressure and meet tight deadlines. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The ATM Operations and Dispute Specialist is responsible for assisting in the daily operations of the department; primarily the processing of the ATM check deposits via Image Center and researching/reviewing ATM, ACH and Zelle Disputes via Centrix, Visa DPS, Diebold Electronic Journals, Symitar and EWS systems. The position requires focus on member service standards, compliance with Regulation E and NACHA rules, meeting organizational goals, and maintaining positive and professional relationships with members, peers, staff, and vendors. The department functions consists of ATM/ Zelle and ACH processing and working closely with the supervisor on any related issues while also assisting with member related inquires via phone or email. Responsibilities: Specific duties include, but are not limited to, the following: Process and verify all incoming ATM check deposits via Image Center on a daily basis, Ensure all ATM checks received from managed services vendor are accounted for on a daily basis. Research and resolve any member disputes related to ATM transactions (Cash / Check deposits, Withdrawals or Fraud) in accordance with applicable regulations. Research and resolve any member disputes related to Zelle Network transactions (Fraud and Non Fraud reasons) in accordance with applicable regulations. Research and resolve any member disputes related to ACH transactions (Fraud and Non Fraud reasons) in accordance with applicable regulations. Ensure all captured cards received from managed services vendor are logged/shredded daily. Prepare unmatched ATM check items in Image Center for scanning. Prepare End of Day ATM check deposit recap. Maintain manual and electronic transaction records and files. Respond to member inquiries or refer to appropriate service area in a timely manner. Participate in assigned meetings, events, and training as required. Prepare and email/mail correspondence for ATM check adjustments and Notice of Holds (NOH). Assist other units and departments with processing as requested by management. Comply with departments' policies and procedures comply with all Federal, State, and network rules and regulations, develop expertise, and maintain internal controls of the various systems, responding to changes as needed to assure efficient workflow. Maintain sensitive and confidential information; exercise tact and diplomacy in dealing with highly sensitive, complex and confidential issues and situations. Advise management of any potential legal issues or credit union risk exposure. Collaborate with department to identify efficiencies in ATM processes and recommend procedure changes as needed. Cultivates strong working relationships and builds trust among team members. Serve on committees and partner across the organization to implement improvements in processes. Perform other related duties as requested and special projects as assigned. Requirements: College degree or equivalent work experience. Minimum two years of relevant work experience with a financial institution. Working knowledge of ATMs and ATM-related operations and products. Working knowledge of retail banking and record retention practices, rules, and regulations. Experience in project management preferred. Overtime as required. Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail. Technologically proficient. Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you'll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. . What we can offer you: Competitive compensation, medical and dental benefits. 401K with employer match Flexible paid time off Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location. Incentives and/or benefits packages may vary depending on the position. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This role is responsible for identifying and evaluating prospective clients for the Client Employee Banking and Investing Program by partnering with internal stakeholders and leveraging data-driven insights. The position involves engaging with corporate clients and senior executives to present program benefits, manage contracts, and coordinate approvals across legal, compliance, and risk teams. Acting as a subject matter expert, the individual will build and maintain strong relationships with internal partners to support seamless program delivery. Additionally, the role oversees implementation, monitors client development activities, and ensures alignment with broader business initiatives. Responsibilities: Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate clients for the Client Employee Banking and Investing Program. Manage data-gathering processes such as deposit analytics and business case development to secure internal approvals for targeted clients. Build and maintain a pipeline of prospective clients, ensuring alignment with program goals and strategic priorities. Conduct client research and prepare for meetings to effectively present program benefits to senior executives and decision-makers. Serve as a Consumer Bank subject matter expert, fostering strong relationships with internal partners including GCB/GCIB Client Managers and Financial Advisors. Lead contract negotiations and coordinate with legal, compliance, and vendor management teams to ensure timely approvals and execution. Required Qualifications: Minimum of 3 years of experience in business development or client development roles. Demonstrated ability to successfully manage a portfolio of clients and drive engagement. Proven track record in prospecting, relationship building, and closing successful transactions. Strong professional sales skills, including strategic planning, execution, and follow-up. Solid foundation in finance, marketing, and internal controls. Experience with financial modeling and data analysis. Excellent oral and written communication skills. Demonstrated leadership and ability to influence cross-functional teams. Skilled in organizing, facilitating, and negotiating with cross-enterprise teams to onboard new clients. Desired Qualifications: Bachelor's degree in business, finance, or economics preferred. Master of Business Administration (MBA) desirable but not required. Active participation in Opportunity & Inclusion organizations and volunteer initiatives. Strong public speaking skills with the ability to present confidently to diverse audiences. Established networking relationships across the enterprise, particularly with centers of influence within the Consumer Bank. Skills: Collaboration Executive Presence Oral Communications Presentation Skills Problem Solving Attention to Detail Continuous Improvement Influence Product Management Strategic Thinking Business Analytics Innovative Thinking Market Analysis Process Management Reporting Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544) Pay and benefits information Pay range$113,000.00 - $165,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a key member of the Loan Operations Department, the Loan Operations Document Review Representative 1 is primarily responsible for reviewing loan documentation to ensure compliance with regulatory requirements and internal policies. This role plays a critical part in the accurate onboarding of loans from various loan origination systems (LOSs) into Community Bank's core operating system. Essential Responsibilities: Review loan documentation and verify new loan data in the system for accuracy, ensuring compliance with regulatory requirements and internal policies; escalate major loan violations to the supervisor for further review Identify and document exceptions for errors in calculations, missing documentation, and required corrections Verify contract figures, disclosures, signatures, and supporting documentation based on loan type requirements Review insurance applications and health-related eligibility questions, identifying and documenting exceptions for calculation errors or missing information Enter and update data for loan renewals and modifications directly into the core system Process cross-applications within the core system to allocate funds and fees to the appropriate general ledger during loan onboarding Handle maintenance requests submitted by Loan Operations or other departments Review and resolve general ledger discrepancies by processing necessary cross-applications and maintenance adjustments Verify and process auto transfer forms in the system to ensure accuracy Configure and manage document accessibility within the department's software systems Maintain a strong working knowledge of all relevant laws, regulations, policies, and internal controls, ensuring ongoing compliance and timely completion of job-specific training requirements Ancillary Duties: Provide assistance wherever necessary to help the Loan Operations Department and the Bank in achieving their annual goals Perform other related duties as assigned or directed Qualifications Education, Training and Requirements: Associate's degree or equivalent work experience in related field required Bachelor's degree preferred All applicants must be 18 years of age or older Skills: Strong attention to detail as well as proven organizational and analytical skills Ability to manage multiple tasks and prioritize effectively under time constraints Excellent written and verbal communication skills Proficiency in Microsoft Excel and Word, with the ability to create and manipulate data Problem-solving skills with the ability to research and resolve issues independently Experience: Preference will be given to candidates with a minimum of one (1) year of banking experience, along with knowledge of lending products and services. Ideal candidates should also have a working understanding of the documentation required for onboarding loans to the core servicing system.

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. ADP Privacy Policy | ADP Legal Policy

As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and data/analytics teams to deliver the breadth of Neuberger Berman's resources and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and developing new opportunities, and driving business development through market-level partnerships. Responsibilities Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients Leverage data and field knowledge to optimize and scale territory coverage Engage clients through service to deepen and expand existing relationships Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the “next best step” and collaborate to leverage Neuberger Berman resources where appropriate Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities Align with home office coverage to prioritize Neuberger Berman's resources for relevance across partner firms and advisor segments Scale the allocation of firm resources with a focus on driving leverage Build brand and deepen advisor relationships through consistent, value-added engagement. Primarily engage with clients remotely, with potential for in-territory travel Collaborate with teams to design and implement systems and processes that support our efforts; participate in feedback loops to ensure continuous improvement Qualifications Minimum of five years' experience in intermediary distribution (e.g., FA engagement, home office coverage/support, and/or hybrid or external client coverage) Process-oriented with a team-first mindset; desire, ability, and willingness to commit to process and drive results that benefit the team Strong time management skills; desire, ability, and willingness to sustain a high-volume workload through prioritization and effective time management Adaptability: desire, ability, and willingness to be part of a new initiative that will evolve over time Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment Strong analytical and organizational skills with attention to detail; ability to prioritize projects and create and utilize a robust client management process Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level Demonstrable leadership capabilities and a self-starter mindset Ability to coordinate client engagement across multiple territories and manage relationships across various roles and seniority levels-both internally and externally Self-motivated and team-oriented CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred Series 7, 63/65, or 66 required (or obtained within 6 months of hire) #LI-JG3 #LI-Hybrid Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $185,000-$190,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and data/analytics teams to deliver the breadth of Neuberger Berman's resources and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and developing new opportunities, and driving business development through market-level partnerships. Responsibilities Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients Leverage data and field knowledge to optimize and scale territory coverage Engage clients through service to deepen and expand existing relationships Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the “next best step” and collaborate to leverage Neuberger Berman resources where appropriate Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities Align with home office coverage to prioritize Neuberger Berman's resources for relevance across partner firms and advisor segments Scale the allocation of firm resources with a focus on driving leverage Build brand and deepen advisor relationships through consistent, value-added engagement. Primarily engage with clients remotely, with potential for in-territory travel Collaborate with teams to design and implement systems and processes that support our efforts; participate in feedback loops to ensure continuous improvement Qualifications Minimum of five years' experience in intermediary distribution (e.g., FA engagement, home office coverage/support, and/or hybrid or external client coverage) Process-oriented with a team-first mindset; desire, ability, and willingness to commit to process and drive results that benefit the team Strong time management skills; desire, ability, and willingness to sustain a high-volume workload through prioritization and effective time management Adaptability: desire, ability, and willingness to be part of a new initiative that will evolve over time Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment Strong analytical and organizational skills with attention to detail; ability to prioritize projects and create and utilize a robust client management process Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level Demonstrable leadership capabilities and a self-starter mindset Ability to coordinate client engagement across multiple territories and manage relationships across various roles and seniority levels-both internally and externally Self-motivated and team-oriented CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred Series 7, 63/65, or 66 required (or obtained within 6 months of hire) #LI-JG3 #LI-Hybrid Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $185,000-$190,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.