ESL Federal Credit Union jobs in Rochester, NY

Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs. Pay: Starting Salary: $160,500 Pay Range: $141,788 - $178,747 This position includes eligibility to participate in incentive program to be discussed at interview Purpose of Position: Accountable for the generation of new commercial banking relationships along with management responsibilities of a portfolio of all types of C&I customers including the more complex relationships. Achieve individual sales goals and expand existing relationships through outbound sales calling efforts and networking within the business community. Actively refer to other lines of business across the organization as appropriate. Accountabilities: Ensure Business Development and Sales Objectives are met in compliance with established assignments and ESL policies and procedures Actively prospects through disciplined external calling efforts. Focus on companies with revenues in excess of $5 million with an emphasis on larger companies. New business development loan production goals in the range of $15-20 million annually. Actively network through internal and external business events. Actively manage the assigned portfolio to ensure retention and expansion of relationships. Identify and assess credit opportunities using established ESL underwriting standards and closing requirements. Document activities in Nextgen Proactively manage the assigned portfolio to ensure retention and expansion of relationships. Portfolios likely to exceed $60 million and include some larger, more complex relationships. Ensure annual credit reviews are completed on a timely basis. Adhere to member focused Customer Experience Service Standards. Actively engage in personal and professional development. Qualifications: Bachelor's degree or 4 years of equivalent directly related experience and training in aspects of Commercial Banking Bachelor's degree preferred Minimum 7 years of progressively responsible commercial lending experience, including financial analysis and underwriting, with a minimum of 4 years in a relationship management capacity. Extensive knowledge of commercial credit and noncredit products including SBA products and programs. Highly developed time management, leadership and time management skills Excellent analytical, planning, communication, negotiation and interpersonal skills Effective PC skills in Word, Excel and PowerPoint Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work! #LI-JF1 #LI-Hybrid

The Summit Federal Credit Union in Rochester, NY is a member-owned financial institution established in 1941. With close to $1.5 billion in assets and over 90,000 members across 15 branches in Western, Central, and Finger Lakes regions, The Summit offers accounts, loans, mortgages, investment products, and digital banking. Its mission focuses on accessible, personalized financial support, community involvement, and inclusivity. The Summit Federal Credit Union is seeking a tech-oriented executive for Vice President of Information Technology. Reporting to the SVP of IT & Project Management, this hands-on role manages IT infrastructure, core systems, network administration, Symitar programming, enterprise apps, cloud environments, electronic communications, document and identity management. Duties include leading technical teams, ensuring secure/scalable operations, handling vendors, implementing security measures, and developing IT strategies and disaster recovery protocols. The VP will architect solutions, tackle technical issues, and act as a senior resource during major incidents. Responsibilities also cover Microsoft 365 admin, managing integrations, change management, automation, service improvement, and regulatory compliance. Information Security Responsibilities Collaborate with Information Security Governance on audits, risk mitigation, and incident response. Oversee and maintain security technologies (firewalls, IDS/IPS, endpoint protection, SIEM, MFA, vulnerability scans). Manage patching, system hardening, access controls, and vendor coordination. Supervise third-party providers for security monitoring and lead incident response when necessary. Other Responsibilities Keep abreast of tech trends and regulations. Serve on committees and special projects. Represent IT in meetings and build industry relationships. Support AI and machine learning initiatives in line with strategic goals. Attend board meetings and credit union events as needed. Qualifications and Skills Education & Experience Bachelor's degree in IT or related field required. 7-10 years in IT, including 5+ years in leadership roles. Strong expertise in network, server, application architecture, and troubleshooting. Experience in enterprise infrastructure, integration, security controls, vendor management, and contract negotiation. Financial services experience is preferred. Knowledge/Skills/Abilities Exceptional leadership, mentoring, and team-building abilities. Excellent communication and collaboration skills. Advanced knowledge of enterprise IT, Symitar/core banking systems, and integrations. Analytical, problem-solving, and decision-making proficiency. Skilled in Microsoft Office Suite and collaboration tools. Understanding of IT compliance and information security standards.

Hours: 40 Schedule: Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: Pay Range: $37.19 - $46.88 Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Purpose: A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard. Accountabilities: Business development and client relationship building Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events Host a minimum annual client strategy sessions, either in person, virtually, or at location of client's choice utilizing planning software for sessions Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours Cultivate and maintain productive working rapport with credit union personnel on all levels Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles Serve as subject matter expertise Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals Mentor licensed Bankers and FC1 within assigned market Personal and professional development Master tools and technology (financial planning, account opening/maintenance, client relationship management software) Maintain industry education and work toward advanced designations (CFP, ChFC) Maintain excellent compliance and operational standards. Understand and adhere to all internal written supervisory principals Comply with all NYS Insurance Department FINRA, SEC, standards and regulations Timely completion of all required regulatory continuing education Proficiency with all paperwork and processes Qualifications: Bachelor's degree or 4 years of equivalent directly related experience Minimum of 6 years directly related experience Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver) Must have experience in providing planning and implementing strategies (software and product solution expertise) Strong Knowledge of investment and insurance products Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard) Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications: CFP, ChFC Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm) We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

Hours: 40 Schedule: Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m. Pay: $31.11 per hr. Belong to something bigger At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey. Your Journey Begins Here ESL is seeking for a Financial Service Representative at our Mt. Read office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community. The Mt. Read office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. What You Bring With You: Qualifications: Bachelor's Degree or 4 years of directly related experience. In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience. FINRA Securities Industry Essentials Exam required (may have been grandfathered in) FINRA Series 6 or Series 6 top off license is required. FINRA Series 63 license required (Series 66 will meet this requirement) NY State Insurance License is preferred. If not licensed, achieve license within six months of hire. High proficiency in building customer and peer relationships Strong analytical, critical thinking, problem solving and decision making abilities Excellent written and verbal communication skills Effective time management skills Proficient in the use of Microsoft Office applications Demonstrates a high degree of flexibility in support of customer needs Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients Previous experience with processes and paperwork to ensure efficiencies within the financial services industry Ability to build rapport with diverse member base within the community Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

STATUS: Full Time /Non-Exempt REPORTS TO: Chief Engagement Officer HOURS: 37.50 hours per week COMPENSATION: The starting wage for this position is expected to be $25.00-$30.00 per hour. The actual hourly rate will be determined based on experience and other-job related factors, consistent with applicable law. SCHEDULE: Monday through Friday 8:30am-5:00pm Position Summary The Executive Assistant provides high level professional administrative support to the credit union's Senior Leadership Team including a wide range of duties that must be handled with the utmost confidentiality and discretion. This role is responsible for coordinating logistics for Management Team and Committee meetings, as well as some Board Committee meetings. Additionally, the Executive Assistant is a co-administrator for the Board/Volunteer communication portal and prepares reports, minutes, correspondence, spreadsheets, and other communications. The Executive Assistant will act as the primary back-up for the receptionist. The ideal candidate is highly organized, discreet, proactive, and capable of managing multiple priorities in a fast-paced environment. The incumbent must perform all responsibilities in a manner that serves The Summit's Mission and upholds the credit union's values. This position is 100% “in the office.” Essential Duties/Responsibilities The Executive Assistant must be capable of performing the following essential duties and responsibilities, with or without reasonable accommodation: Provides general administrative support to assist the Senior Leadership Team with workflow such as preparing copies, faxes and other general correspondence, distributing/opening mail, coordinating package deliveries, ensuring an adequate supply of office supplies, coordinating appointments, preparing reports, organizing shared digital files, assisting with booking travel arrangements and processing expense reports. Coordinates logistics for Board Committee and Management Committee (ie: ALM) meetings, as well as for Staff and Management Team meetings/events including scheduling, materials, refreshments, and IT support. Assembles documents and reports for the Management Reporting Package and/or Senior Leadership Team. Reports may include, but not be limited to, direct loan rate sheets, certificate rate sheets, incentive reports, dealer reports, ALM reports, etc. Assembles documents for Committee Meetings included but not limited to the Supervisory Committee and ALM, Risk, and Info Security committee meetings. This includes formatting, editing or organizing documents, preparing reports and distributing/posting these materials, as well as preparing first drafts of meeting minutes for some committee meetings. Organizes, tracks and distributes guest tickets to Credit Union sponsored sporting events (i.e. Buffalo Bills, etc.), select employee events, and other sponsorship or business events, as needed. Coordinates with management, vendors, catering and employees. Updates the certificate rate hotline weekly. Acts as the primary back up for receptionist to ensure full coverage in the lobby. Other Responsibilities As back up, in the event the Assistant to the President is unavailable or away from the office, acts as interface with and provides support to the Board of Directors. Responsible for coordination of projects and other duties as assigned. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications and Skills Education & Experience: Associate's degree (Business Administration, Communications, or related field) and a minimum of 3 years of experience supporting executives in a corporate environment, or the equivalent combination of education and experience. Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Experience providing support to multiple individuals. Experience with board relations communications preferred. Familiarity with OnBoard or similar board management software is a plus. Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies) Exceptional level of discretion and professionalism in handling confidential information. Exceptional organization and time management skills to ensure greatest efficiency Excellent oral and written communication skills Ability to work with minimal supervision and strong attention to details Ability to communicate effectively with all stakeholders including members, co-workers, vendors, Board of Directors and member companies in a courteous and professional manner Ability to manage multiple tasks Physical Requirements Lifting (5-10 pounds) Standing/Sitting extended periods of time, while working in front of computer monitor Typing / Data Entry Professional Office Environment Overhead Lighting Training and Compliance Requirements Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines.

is not eligible for employer visa sponsorship. Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: Starting salary: $127,763 Salary Range: $113,031.52 - $142,495.44 In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of our success and growth! Purpose of Position: The Solutions Architect is responsible for designing solutions that will deliver on the strategic initiatives in a way that is scalable, secure and aligns with our enterprise architecture. This role delivers solutions that enable key capabilities across the organization. It plays a critical role in enabling capability delivery while maintaining architectural integrity and business alignment. Principle Responsibilities/Accountabilities: Solution Design & Delivery Alignment Design end-to-end solutions delivering business needs while maintaining our enterprise architecture standards and approved patterns. Collaborate with product owners, delivery teams, developers, data architects and infrastructure to ensure solution feasibility. Ensure use of modularity and reuse of APIs, integrations and services. Decompose business problems into logical architecture components and capabilities. Create solution architecture documents, diagrams and integration specifications. Business Collaboration & Capability Alignment Ensure technology solutions align with business capabilities and value streams in collaboration with stakeholders. Map solutions to the business capability model Assist in developing the domain architecture components Collaborate with business systems analysts and process team for requirements Participate in discovery workshops, capability planning and vendor evaluations. Support domain owners and product teams in capability centered design discussions. Architecture Standards and Governance Promote consistency and compliance with architecture standards and guidelines. Present solutions for review and participate in architecture review. Contribute to reference architecture definitions and reusable design patterns. Evaluate technical debt risk and recommend modernization options. Mentor IT staff in best practices and architectural thinking. Qualifications: Bachelor's degree required Minimum of 5 years experience designing solutions in IT Knowledge of enterprise architecture frameworks Deep understanding of API design and integration patterns Familiarity with cloud platforms Strong analytical skills Proven leadership and the ability to collaborate with all levels of the organization Excellent communication and interpersonal skills Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KS1

Hours: 40 Schedule: This position works remotely with access to the ESL Corporate Headquarters located in Rochester, NY. Expectation to hold in-person meetings with clients in corporate office or branch locations as needed. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs. Pay: Position pay is a $30,000 draw plus a tiered basis points incentive schedule to be discussed during interview. A transition pay package will be offered for an initial period of time. Purpose of Position: Accountable for development and maintenance of relationships outside of the credit union to increase mortgage volume. This position will take mortgage applications and assist members through the mortgage process. Works in conjunction with the Mortgage Team and third party stakeholders to ensure an expedient process. Accountabilities: Cultivate and develop relationships within the real estate community to increase volume of loan application within ESL policies and procedures • Promotes ESL within the community • Attend networking events • Engage in applicable community activities • Prospecting activities • Meet or exceed identified performance objectives in all related agreements • All activities to be consistent with credit union mission and purpose Accountable for delivering a superior customer experience to both the borrowers and their realtors through proficient understanding of product offering and industry practices enabling thorough and accurate residential real estate applications • Consults with applicants on various types of financing solutions • Proficient in understanding underwriting standards and compliance guidelines • Gathers applicable file documentation and completes required origination system entries • Accurate and timely updates in order to move the loan application through process • Ongoing communication through funding with focus on critical milestone dates • Consistently meets service level agreements Ensure internal customer satisfaction objectives are achieved through meeting operational standards and maintaining productive and positive relationships Participation of team activities, initiatives and other duties as assigned. • Provide leadership and guidance in mentoring staff across Mortgage Lending and the Front-Line on the overall sales and mortgage application process where applicable. Qualifications: Bachelor's degree or 4 additional years of equivalent experience in mortgage lending/real estate/real estate secured lending. A combination of equivalent education and experience may be considered as a Mortgage Originator, or in lieu of the previous experience; successful completion of the Mortgage Sales Development program. Minimum 2 years mortgage origination/sales experience with demonstrated success meeting monthly goals or successful completion of Mortgage Origination/Sales Development Program plus 1 year of origination experience. Willingness and ability to develop trusting Realtor and Centers of Influence (COI) partnerships Excellent communication and interpersonal skills Strong external sales and networking skills Detailed understanding of Government Sponsored Enterprise (GSE) requirements, Federal Housing Administration (FHA) and other real estate standards. Successfully registered as a Mortgage Loan Originator through ESL Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KS1 #LI-Hybrid

Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay: $19.66 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of our success and growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment and refer customers that may need guidance in identifying the right financial solutions. This will lead to building long-term mutually beneficial relationships and support the achievement of business results. This position is also accountable to engage in supporting the key building blocks to ESL's success Accountabilities: * Process customer transactions effectively, efficiently and accurately * Meet transactions per FTE target * Meet balance accuracy standards * Participate in achieving team lead objectives. * Participate in efforts to achieve unit's customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores. * Ensure compliance with Audit/Operational controls * Adhere to member focus processes and expectations * Participate in coaching processes to improve proficiency in Member Focused behaviors * Attend sales meetings, participate in sales activities to increase sales success * Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets. Qualifications: * High School diploma or High School equivalency diploma required * 6-12 months teller experience preferred * Proficient in PC applications * Good verbal and written communications skills * People and team oriented * Prior sales experienced preferred * Maintains a high degree of flexibility in support of branch needs * Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1

Job Description STATUS: Full Time / Exempt REPORTS TO: Hiring Manager HOURS: 37.50 hours per week COMPENSATION: The starting salary for this position is expected to be $77,000-$88,000 per year. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. SCHEDULE: Monday through Friday 8:30am-5:00pm Basic Functions The Project Manager is responsible for supporting the planning, coordination, execution, and tracking of the Credit Union's approved projects within the Project Management Department. Reporting to the Manager, Project Management, this role leads projects from initiation through completion while ensuring adherence to established project management methodologies and governance standards. The Project Manager ensures all efforts to align with organizational priorities and strategic goals. This position works collaboratively with cross-functional teams, stakeholders, and vendors to promote communication, transparency, and accountability across the project lifecycle. The Project Manager plays a key role in delivering projects that enhance member and employee experiences, supporting initiatives that drive growth and operational excellence. Essential Responsibilities: Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below: Project Support & Administration Support the planning, scheduling, and coordination of project activities, meetings, and deliverables. Schedule and attend work sessions as needed to support project planning, collaboration, and progress tracking. Assist in developing project plans, timelines, and documentation in collaboration with the Project Stakeholder(s). Track project progress and help ensure deliverables meet scope, schedule, and quality expectations. Monitor task completion and communicate potential risks to leadership and stakeholders. Document meeting agendas, notes, and action items to maintain clear communication among team members and stakeholders. Facilitate project meetings, ensuring key decisions, risks, and actions items are documented and followed up on. Monitor project progress, proactively identifying risks, issues, and dependencies, and escalating as needed. Maintain project tools, templates, and dashboards to ensure project information is current and accurate. Reporting & Documentation Assist in preparing and maintaining project reports, dashboards, and executive summaries. Track and update project metrics and key performance indicators (KPIs). Support lessons-learned reviews and contribute to process improvement initiatives. Contribute portfolio reporting for the Manager, Project Management, including project intake tracking, pipeline forecasting, and resource allocation of data. Ensure all project documentation is accurate, complete, and compliant with established standards. Collaboration & Communication Collaborate with cross-functional teams to ensure project tasks are completed on time and meet business requirements. Attend vendor meetings and document detailed meeting notes, action items, and follow-up tasks as needed. Coordinate with vendors and third-party partners to support implementation schedules, SLAs, and service dependencies. Assist in maintaining project dashboards and supporting project documentation. Communicate effectively with stakeholders at all levels to provide consistent and clear project updates. Facilitate and support general project meetings. Collaborate with the Project Management Department to ensure consistency in processes, templates, and reporting. Support a positive project culture by promoting collaboration, accountability, and transparency across all levels of the organization. Process Improvement & Governance Ensure projects adhere to established project management methodologies and governance frameworks. Participate in PM maturity initiatives, including standardizing templates, refining reporting processes, and introducing automation or AI-driven insights where appropriate. Contribute to lessons-learned reviews to identify opportunities for continuous improvement. Recommend enhancements to processes, tools, and templates that improve project delivery and efficiency. Other Participate in special assignments and projects as requested by management. Actively contribute to organizational strategic planning sessions, offering insights into project feasibility, timing, and interdependencies. Prepare recurring and ad-hoc reports for internal and external stakeholders. Stay informed of industry trends and best practices to support ongoing improvements in project tools, systems, and processes. Safe Work Performance Expectations We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications Knowledge & Experience: Applicants must possess the following qualifications or an equivalent combination of education and experience: Education: 2-year degree in a business or related field or certification, or equivalent combination of education and experience. Experience: 3-5 years of experience in project management and/or project support, demonstrating the ability to manage multiple priorities, collaborate across teams, and deliver results in a dynamic environment. Technical & Systems/Equipment Proficiencies: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and collaboration tools such as Teams, SharePoint, Outlook, and Zoom. Not necessary but valued knowledge of project management systems. Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems. Abilities Physical: Lifting (10 - 20 pounds) Standing/Sitting extended periods of time Extended periods of time working in front of computer monitor Travel/Drive to various work locations for business related matters Typing Comprehension: Demonstrated innovative thinking and managerial courage. Ability to influence and drive accountability without direct authority. Strong project management skills with attention to detail and follow-through. Excellent interpersonal, communication, and collaboration skills. Strong analytical, problem-solving, and decision-making skills. Proficiency in Microsoft Office Suite and collaboration tools. Excellent organizational skills. Work Environment Professional Office Environment Overhead Lighting Employment Expectation Perform all responsibilities in a manner that serves The Summit's Mission “We're here to improve our members' lives” and uphold the credit union's values of Respect, High Standards, Inspire, Integrity, and Care. The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Vice President, Accounting and Finance STATUS: Full Time / Exempt REPORTS TO: Chief Financial Officer COMPENSATION: The starting salary for this position is expected to be between $182,000-$192,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. Position Summary The Vice President of Accounting and Finance is responsible for leading, directing and overseeing the operations of the accounting, cash management and finance functions of the credit union. He/she is responsible for establishing and maintaining an outstanding system of internal controls to provide accurate and timely financial data. He/she is responsible for the accounting functions of the credit union to include accounts payable, budgets, general ledger, fixed assets, bank accounts, financial analysis, reporting, and taxes. Responsibilities include finance functions such as daily cash administration, investing, and maintaining borrowing relationships with liquidity sources. Perform all responsibilities in a manner that serves The Summit's Mission and upholds the credit union's values. Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below. The Vice President of Accounting and Finance must be capable of performing the following essential duties and responsibilities, with or without reasonable accommodations: Ensure that reports, accounts, systems, policies, and procedures adhere to generally accepted accounting principles (GAAP) and industry best practices. Responsible for the accuracy of all financial reporting, including the annual audited financial statements and quarterly call reports. Oversee the daily balance sheet and daily cash management report to ensure the credit union is compliant with its established liquidity and concentration limit guidelines. Responsible for running and maintaining the accuracy of the Current Expected Credit Losses (CECL) model. This entails reconciling the model data to the core data, file validation, recording the monthly estimate for the allowance for credit loss, analyzing variances and preparing reports for management. Responsible for the Asset Liability Management (ALM) model, including testing of assumptions, data accuracy and production of reports for management and the Board of Directors. Provide technical expertise, analytics, and actionable recommendations as a key leader of ALM Committee. Participate in all Retirement Plan Committee meetings as the primary Accounting liaison for the Pension Committee. Participate in all Investment Committee meetings as a member of the committee with full investment authority according to the Investment Policy approved by the Board of Directors. Oversee and manage the accounts payable function for the Credit Union in compliance with the Credit Union's Purchasing Policy. Maintain a current inventory of contracts and pricing information for all the vendors in accordance with the credit union's vendor management procedures. Supervise the timely payments of vendor invoices, employees/volunteer vouchers, and payments related to the indirect lending program. Responsible for conducting reviews of new and ongoing vendor management for contracts related to the Accounting functions. Analyze the obligations and liabilities to ensure the credit union is protected. Lead the preparation for the annual CPA audit and act as the main management liaison for the CPA audit. Complete the required disclosures for the annual financial footnotes. Provide leadership for the preparation of the annual budget with the CFO and Accounting staff. Other Attend monthly Board Meetings as requested by the CFO or CEO. Maintain an awareness of laws and regulations that impact accounting, internal audit, risk management and compliance by attending conferences/seminars and reading trade publications. Establish and maintain networking relationships throughout the community through involvement and participation in business, social, community and/or political committees, Boards or other activities. Provide a positive example to all areas in the credit union through his/her interactions with others. Participate in special assignments, projects and committees as requested by the Chief Financial Officer. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications and Skills Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience: Education: Bachelor's or Master's degree in Accounting or MBA CPA certification required 10 + years commensurate work experience required. A minimum of 7 years' experience in financial management in a dynamic financial environment required Must possess extensive knowledge of regulations that impact the credit union's Accounting and Finance Must possess understanding of financial products and services Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies Must possess excellent leadership, interpersonal and communication skills. Strong organizational skills and attention to detail. Excellent organizational and analytical skills. Ability to communicate both verbally and in writing at a professional business level Ability to act independently. Ability to make effective decisions in a reasonable time frame. Ability to identify and correct areas of inefficiency. Ability to work effectively under pressure and against strict time constraints. Ability to travel that may require air travel and limited overnight stays away from home. Ability to manage and lead people. Microsoft Office Suite, particularly: Outlook, Word, PowerPoint and Excel Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems Intranet/Internet Web-based vendor systems Teller and Banking Software Physical Requirements Lifting (5-10 pounds) Standing/Sitting extended periods of time, while working in front of computer monitor Typing / Data Entry Professional Office Environment Overhead Lighting Training and Compliance Requirements Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees completeannual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

STATUS: Full time / Non-Exempt REPORTS TO: Director, Member Service Center COMPENSATION: The starting hourly wage for this position is expected to be between $20.50 - $21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week SCHEDULE: Shifts during the following hours of operation: Monday - Friday 8:00am - 6:00pm, Saturday 8:00am - 2:00pm Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone! Position Overview The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels. Perform all responsibilities in a manner that serves The Summit's Mission and upholds the credit union's values. Essential Functions Perform various financial transactions and inquiry requests accurately and efficiently. Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit's products, services and programs and the benefits they offer. Provide members with accurate information on the credit union's products and services in an effective and professional manner while striving for first call resolution. Follows the defined Quality Assurance program to allow for exceptional member experience. Meet assigned sales goals as determined by management. Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone. Adhere to credit union and departmental policies and procedures. Maintain strict adherence to security protocols for identifying members. Promote a positive and professional environment based on The Summit's core values. Other Update and document information learned about members. Assist in various duties upon management's request. Participate in special projects as assigned by management. Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: Education: High School Diploma or GED equivalent Experience: One to two years' prior teller, call center or member/customer experience preferred Sales experience preferred. Knowledge of Microsoft Windows and Microsoft Office Suite. Capable of advancing to a MSCR II position, as it becomes available, within one year of employment. Skills/Abilities/Knowledge Strong critical thinking skills Strong math and keyboarding skills. Ability to listen and communicate effectively. Ability to read, comprehend and explain transaction history and account activity. Excellent interpersonal skills to create a positive member experience. Strong attention to detail and excellent organizational skills. Microsoft Office Suite, particularly: Outlook, Word, and Excel Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines) Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software. Licensure Requirements In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute's regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. Working Environment Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds) Standing/Sitting extended periods of time, while working in front of computer monitor Typing / Data Entry Professional Office Environment Overhead Lighting EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: $22.02 per hour. In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Purpose of Position: This position is accountable for helping customers recognize and obtain the most appropriate solutions at the right time for their financial needs to build long-term mutually beneficial relationships and support the achievement of business results. In addition, this position will also collaborate in continuing to make ESL a great place to work by providing visible leadership around the key building blocks to ESL's success. Accountabilities: Help customers recognize and find the right solutions at the right time to their financial needs which will build long-term mutually beneficial relationships and support the achievement of business results. This includes: Net Promoter Score target Employee Satisfaction target Satisfactory audits Sales measures as outlined in the sales performance reports supporting our three LOB's; Personal, Business and Wealth. Engage in supporting the key building blocks to ESL's success including: Embracing the philosophy that “my success as an individual is not placed ahead of the success of the team or the customer” Modeling ESL's core values Engaging in continuous self-development Supporting the VolunCare Program Supporting a culture of recognition within my unit and across ESL in a tangible manner that, among other actions, includes the active use of established recognition tools Qualifications: One year in sales/service in the financial services or comparable industry High School diploma or High School equivalency diploma required Bilingual English/Spanish speaking proficiency preferred Strong, communication, problem solving and decision making abilities A high degree of flexibility to support branch needs Proficient in building customer and peer relationships Proficient in PC applications Understanding of banking products and services preferred Notary preferred; if not obtain within 12 months of filling role Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1

Hours: 40 Schedule: Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: Pay Range: $37.19 - $46.88 Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Purpose: A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard. Accountabilities: Business development and client relationship building * Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals * Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making * Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health * Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience * Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships * Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events * Host a minimum annual client strategy sessions, either in person, virtually, or at location of client's choice utilizing planning software for sessions * Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours Cultivate and maintain productive working rapport with credit union personnel on all levels * Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory * Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles * Serve as subject matter expertise * Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals * Mentor licensed Bankers and FC1 within assigned market Personal and professional development * Master tools and technology (financial planning, account opening/maintenance, client relationship management software) * Maintain industry education and work toward advanced designations (CFP, ChFC) Maintain excellent compliance and operational standards. * Understand and adhere to all internal written supervisory principals * Comply with all NYS Insurance Department FINRA, SEC, standards and regulations * Timely completion of all required regulatory continuing education * Proficiency with all paperwork and processes Qualifications: * Bachelor's degree or 4 years of equivalent directly related experience * Minimum of 6 years directly related experience * Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver) * Must have experience in providing planning and implementing strategies (software and product solution expertise) * Strong Knowledge of investment and insurance products * Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard) * Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications: * CFP, ChFC * Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm) We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

Hours: 40 Schedule: This position works remotely with access to the ESL Corporate Headquarters located in Rochester, NY. Expectation to hold in-person meetings with clients in corporate office or branch locations as needed. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs. Pay: Position pay is a $30,000 draw plus a tiered basis points incentive schedule to be discussed during interview. A transition pay package will be offered for an initial period of time. Purpose of Position: Accountable for development and maintenance of relationships outside of the credit union to increase mortgage volume. This position will take mortgage applications and assist members through the mortgage process. Works in conjunction with the Mortgage Team and third party stakeholders to ensure an expedient process. Accountabilities: Cultivate and develop relationships within the real estate community to increase volume of loan application within ESL policies and procedures * Promotes ESL within the community * Attend networking events * Engage in applicable community activities * Prospecting activities * Meet or exceed identified performance objectives in all related agreements * All activities to be consistent with credit union mission and purpose Accountable for delivering a superior customer experience to both the borrowers and their realtors through proficient understanding of product offering and industry practices enabling thorough and accurate residential real estate applications * Consults with applicants on various types of financing solutions * Proficient in understanding underwriting standards and compliance guidelines * Gathers applicable file documentation and completes required origination system entries * Accurate and timely updates in order to move the loan application through process * Ongoing communication through funding with focus on critical milestone dates * Consistently meets service level agreements Ensure internal customer satisfaction objectives are achieved through meeting operational standards and maintaining productive and positive relationships Participation of team activities, initiatives and other duties as assigned. * Provide leadership and guidance in mentoring staff across Mortgage Lending and the Front-Line on the overall sales and mortgage application process where applicable. Qualifications: * Bachelor's degree or 4 additional years of equivalent experience in mortgage lending/real estate/real estate secured lending. A combination of equivalent education and experience may be considered as a Mortgage Originator, or in lieu of the previous experience; successful completion of the Mortgage Sales Development program. * Minimum 2 years mortgage origination/sales experience with demonstrated success meeting monthly goals or successful completion of Mortgage Origination/Sales Development Program plus 1 year of origination experience. * Willingness and ability to develop trusting Realtor and Centers of Influence (COI) partnerships * Excellent communication and interpersonal skills * Strong external sales and networking skills * Detailed understanding of Government Sponsored Enterprise (GSE) requirements, Federal Housing Administration (FHA) and other real estate standards. * Successfully registered as a Mortgage Loan Originator through ESL * Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KS1 #LI-Hybrid

Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Location: Candidate for this role must be willing to travel between the Medina, Batavia and Brockport branches. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: $22.02 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL's self-service and digital service offerings. Accountabilities: ESL is currently seeking a Universal Banker to work in the Medina, Batavia and Brockport offices to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities. As a Universal Banker at ESL you will: Create a positive face to face member experience Build long lasting relationships with members Work in either a Teller or Relationship Banker position depending on the branch needs Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner Help members recognize and obtain the most appropriate solutions for their financial needs Educate and Refer a variety of products and services to members Assist members with accounts, loans and maintenance Learn about the banking and finance industry Gain exposure to career opportunities at ESL Qualifications: One year in sales/service in the financial services or comparable industry High School diploma or High School equivalency diploma required Strong, communication, problem solving and decision making abilities Prior Sales Experience preferred A high degree of flexibility to support branch needs Proficient in building customer and peer relationships Proficient in PC applications Understanding of banking products and services preferred Notary preferred; if not obtain within 12 months of filling role Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper Why work at ESL? ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1

Our Commercial Real Estate (CRE) Relationship Manager III will focus on developing, maintaining and expanding new and existing CRE customer relationships. Duties & Responsibilities: * Serves as the point person in determining the customer's needs and meeting them through the seamless delivery of the Bank's products, services and associated resources. * Develops and maintains profitable customer relationships within a specific targeted market segment by coordinating all sales and service efforts. * Maintains knowledge of all Bank products and continually develops product expertise. * Responsible for ensuring the optimizing of all customer relationships which entails developing revenue growth through generation and cross selling of all applicable Bank products including deposits, loans, and services within Huntington's other lines of business. * With proficiency in credit fundamentals, determines the appropriate risks in prospective and existing customers and transactions so that all relationships are entirely in strategic alignment with the risk profile of the Bank. * Represents Indiana CRE in Leadership and Community Development meetings. * Performs other duties as assigned. Basic Qualifications: * Bachelor's degree * Minimum of 10 years of commercial real estate lending and analysis Preferred Qualifications: * Advanced sales, negotiation and communication skills. * Credit training and/or experience. * Demonstrated success structuring complex credits: researching, judging and presenting information verbally and in writing, and creating documentation to support the credit and minimize risk. * Knowledge of all bank products and continual development of product expertise. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Hours: 40 Schedule: Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m. Pay: $31.11 per hr. Belong to something bigger At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey. Your Journey Begins Here ESL is seeking for a Financial Service Representative at our Mt. Read office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community. The Mt. Read office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. What You Bring With You: Qualifications: * Bachelor's Degree or 4 years of directly related experience. * In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience. * FINRA Securities Industry Essentials Exam required (may have been grandfathered in) * FINRA Series 6 or Series 6 top off license is required. * FINRA Series 63 license required (Series 66 will meet this requirement) * NY State Insurance License is preferred. If not licensed, achieve license within six months of hire. * High proficiency in building customer and peer relationships * Strong analytical, critical thinking, problem solving and decision making abilities * Excellent written and verbal communication skills * Effective time management skills * Proficient in the use of Microsoft Office applications * Demonstrates a high degree of flexibility in support of customer needs * Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients * Previous experience with processes and paperwork to ensure efficiencies within the financial services industry * Ability to build rapport with diverse member base within the community * Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

Job Description Vice President, Accounting and Finance STATUS: Full Time / Exempt REPORTS TO: Chief Financial Officer COMPENSATION: The starting salary for this position is expected to be between $182,000-$192,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. Position Summary The Vice President of Accounting and Finance is responsible for leading, directing and overseeing the operations of the accounting, cash management and finance functions of the credit union. He/she is responsible for establishing and maintaining an outstanding system of internal controls to provide accurate and timely financial data. He/she is responsible for the accounting functions of the credit union to include accounts payable, budgets, general ledger, fixed assets, bank accounts, financial analysis, reporting, and taxes. Responsibilities include finance functions such as daily cash administration, investing, and maintaining borrowing relationships with liquidity sources. Perform all responsibilities in a manner that serves The Summit's Mission and upholds the credit union's values. Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below. The Vice President of Accounting and Finance must be capable of performing the following essential duties and responsibilities, with or without reasonable accommodations: Ensure that reports, accounts, systems, policies, and procedures adhere to generally accepted accounting principles (GAAP) and industry best practices. Responsible for the accuracy of all financial reporting, including the annual audited financial statements and quarterly call reports. Oversee the daily balance sheet and daily cash management report to ensure the credit union is compliant with its established liquidity and concentration limit guidelines. Responsible for running and maintaining the accuracy of the Current Expected Credit Losses (CECL) model. This entails reconciling the model data to the core data, file validation, recording the monthly estimate for the allowance for credit loss, analyzing variances and preparing reports for management. Responsible for the Asset Liability Management (ALM) model, including testing of assumptions, data accuracy and production of reports for management and the Board of Directors. Provide technical expertise, analytics, and actionable recommendations as a key leader of ALM Committee. Participate in all Retirement Plan Committee meetings as the primary Accounting liaison for the Pension Committee. Participate in all Investment Committee meetings as a member of the committee with full investment authority according to the Investment Policy approved by the Board of Directors. Oversee and manage the accounts payable function for the Credit Union in compliance with the Credit Union's Purchasing Policy. Maintain a current inventory of contracts and pricing information for all the vendors in accordance with the credit union's vendor management procedures. Supervise the timely payments of vendor invoices, employees/volunteer vouchers, and payments related to the indirect lending program. Responsible for conducting reviews of new and ongoing vendor management for contracts related to the Accounting functions. Analyze the obligations and liabilities to ensure the credit union is protected. Lead the preparation for the annual CPA audit and act as the main management liaison for the CPA audit. Complete the required disclosures for the annual financial footnotes. Provide leadership for the preparation of the annual budget with the CFO and Accounting staff. Other Attend monthly Board Meetings as requested by the CFO or CEO. Maintain an awareness of laws and regulations that impact accounting, internal audit, risk management and compliance by attending conferences/seminars and reading trade publications. Establish and maintain networking relationships throughout the community through involvement and participation in business, social, community and/or political committees, Boards or other activities. Provide a positive example to all areas in the credit union through his/her interactions with others. Participate in special assignments, projects and committees as requested by the Chief Financial Officer. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications and Skills Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience: Education: Bachelor's or Master's degree in Accounting or MBA CPA certification required 10 + years commensurate work experience required. A minimum of 7 years' experience in financial management in a dynamic financial environment required Must possess extensive knowledge of regulations that impact the credit union's Accounting and Finance Must possess understanding of financial products and services Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies Must possess excellent leadership, interpersonal and communication skills. Strong organizational skills and attention to detail. Excellent organizational and analytical skills. Ability to communicate both verbally and in writing at a professional business level Ability to act independently. Ability to make effective decisions in a reasonable time frame. Ability to identify and correct areas of inefficiency. Ability to work effectively under pressure and against strict time constraints. Ability to travel that may require air travel and limited overnight stays away from home. Ability to manage and lead people. Microsoft Office Suite, particularly: Outlook, Word, PowerPoint and Excel Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems Intranet/Internet Web-based vendor systems Teller and Banking Software Physical Requirements Lifting (5-10 pounds) Standing/Sitting extended periods of time, while working in front of computer monitor Typing / Data Entry Professional Office Environment Overhead Lighting Training and Compliance Requirements Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees completeannual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay: $19.66 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of our success and growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment and refer customers that may need guidance in identifying the right financial solutions. This will lead to building long-term mutually beneficial relationships and support the achievement of business results. This position is also accountable to engage in supporting the key building blocks to ESL's success Accountabilities: Process customer transactions effectively, efficiently and accurately Meet transactions per FTE target Meet balance accuracy standards Participate in achieving team lead objectives. Participate in efforts to achieve unit's customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores. Ensure compliance with Audit/Operational controls Adhere to member focus processes and expectations Participate in coaching processes to improve proficiency in Member Focused behaviors Attend sales meetings, participate in sales activities to increase sales success Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets. Qualifications: High School diploma or High School equivalency diploma required 6-12 months teller experience preferred Proficient in PC applications Good verbal and written communications skills People and team oriented Prior sales experienced preferred Maintains a high degree of flexibility in support of branch needs Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1