ESL Federal Credit Union jobs in Rochester, NY - 45 jobs

Hours: 40 Schedule: This position is remote eligible for up to 40% of the time. Hours are typically Monday - Friday 8:00am - 5:00pm. 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: $114,000 Pay Range: $100,921 - $127,228 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: The Learning and Evaluation Manager will guide the Community Impact teams efforts to systematically learn from our work-what's effective, what's not, and why-and apply those insights to refine strategy, strengthen grantee partnerships, grantmaking, and deepen community impact. This role is both strategic and operational: part evaluator, part facilitator, and part organizational change agent. In addition to driving learning and evaluation, the role will oversee internal systems and processes that ensure learning is embedded into day-to-day operations and decision-making. Accountabilities: Operational Oversight Maintain and Manage systems, workflows, and tools to support internal learning processes and data use Ensure alignment between learning goals and day-to-day operations, including knowledge management and impact reporting Learning and Evaluation Design and lead a learning and evaluation strategy aligned with the Community Impact Framework, values, and priority areas Develop infrastructure to assess the effectiveness of grantmaking, partnerships, and community investments Identify key questions we should be asking about our grantmaking and help structure ways to answer them (quantitatively and qualitatively) Translate learning into clear, actionable recommendations for staff, grantees, and partners Partner with staff to embed reflection and continuous improvement into grant reviews, RFP creation/evaluation Reporting and Communications Prepare impact reports, learning briefs, and presentations for staff, board, and community stakeholders Collaborate with the Community Impact Managers and Marketing Team to share insights Ensure data and stories are collected ethically and reflect community voice Provide tools, training, and guidance on outcome measurement and storytelling for grantees Strategic Alignment Liaise between the Community Impact and Purpose/Product teams to ensure alignment of goals and strategies Collaborate with credit union leaders to identify shared metrics and outcomes that connect product innovation, community investment, and philanthropic impact Translate community insights and evaluation findings from grantmaking into actionable learnings that inform ESL product development and financial wellness strategies Partner with internal teams to co-design initiatives or projects that leverage both philanthropic and business capabilities to address community needs Qualifications: Bachelor's degree in Business, Psychology, Social Work, Statistics, Data Science, Sociology, Political Science, Public Administration, Business Analytics, or a related field required In addition, minimum of 5 years of directly related experience with having access to, evaluating, and presenting on data Familiarity and/or Proficiency in; Excel, Google Sheets, Power BI, Tableau or other related spreadsheet and/or analytics platforms Strong facilitation and communication skills, especially with diverse audiences and sectors Ability to understand and synthesize data and qualitative insights into compelling narratives Demonstrated experience overseeing or implementing internal systems for impact tracking, knowledge management, or operational improvement Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications: Master's degree/MBA or Bachelor's degree in Research, Business Analytics, Data Science, Public Administration preferred Experience managing data systems, surveys, and/or working with external evaluation partners like CGR, ACT Rochester, Children's Institute etc Understanding participatory evaluation practices Knowledge of the Greater Rochester region and its community ecosystem Background in philanthropy, nonprofit strategy, or systems change work 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-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

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: $27.62 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: As an Executive Assistant to our Senior Leadership team at ESL, you'll play a key role in driving meaningful impact within the organization. Acting as a trusted partner, you'll ensure they can focus on high-level goals by expertly managing schedules, coordinating meetings, and handling critical tasks. Your proactive approach will help streamline operations and foster seamless communication across departments. This position is part of our AST team currently supporting the Community Impact, Purpose and Financial Wellness departments. Accountabilities: Support assigned senior manager's organization with a broad range of administrative and executive assistant duties. * Prioritize competing tasks to ensure time is managed effectively * Support senior leadership with internal and external corporate committees; including but not limited to creating agendas, preparing documentation, and distributing information. * Coordinate and schedule internal and external meetings and presentations. Resolve scheduling conflicts as appropriate. * Plan, coordinate, and prepare travel, travel itineraries and expense reports. * Plan and execute committee, management and employee activities. * Liaise with vendors and manage records. * Manage employee information as appropriate. * Support departmental budget reporting for senior managers. Proactively anticipate business and administrative needs * Takes initiative and creatively problem-solves tasks and deliverables. * Order supplies and manage inventories for assigned department or organization. * Maintain electronic and paper filing systems critical to department operations. * Maintain up-to-date electronic documentation of critical organizational administrative tasks. * Recommend efficiency changes and maintain a mindset of continuous improvement. * Develop specialized knowledge or skill in supported organization practices and systems when required to support organizational needs and changes. Increase knowledge and skill set to provide increasing value to ESL. * Evolve technical adaptability and knowledge of various departments and systems across the company to support changes. * Provide back-up support to fellow team members. * Stay abreast of administrative industry trends and apply best practices. Qualifications: * High School diploma or High School equivalency diploma required. * AAS degree or 2 years equivalent experience required. * A minimum of 5 years' experience in an Administrative Assistant position or office environment role supporting Senior Management is required. * Strong experience in Microsoft Office, including Word, Excel, PowerPoint and Outlook. * Must possess the ability to learn and integrate new software applications into business practices. * Proven ability to communicate clearly at multiple levels and with diverse audiences. * Ability to prioritize, plan, schedule and organize multiple projects simultaneously. * Ability to pinpoint problems and find creative solutions. * Acute attention to accuracy, consistency and quality of work. 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: is for Summer 2026 (May - August) Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs, which may require some overtime. Pay: $30.00 This position is for students currently enrolled as an undergraduate in their Junior/Senior year or pursuing their graduate degree in a related field. As an accounting intern within our accounting department, you will be based in Rochester, NY. The Accounting team is non-member facing and provides support across ESL and its subsidiaries. The accounting intern will work and network amongst other accounting & finance professionals at various levels of the organization. Specific duties will evolve around: Developing an understanding of the Credit Union's business model and core functions. Preparing balance sheet account reconciliations in accordance with Policies and Procedures. Shadowing all roles within the accounting department on a rotational basis. Analyzing and organizing raw data to identify trends and insights to share with management. Other duties as assigned. Qualifications: Currently an undergraduate student in your junior or senior year. Accounting, Finance, or related Business major. Expected to graduate between December 2026-May 2027. Cumulative GPA is 3.25 or above. Highly motivated and results oriented with a desire to exceed expectations. Demonstrate intellectual curiosity and courage. Strong critical thinking skills with the ability to develop solutions to modestly complex challenges. Legal authorization to work in the US now and in the future without sponsorship. 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: 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 and Incentive Plan: $19.66 per hour + 10% premium for bilingual positions 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 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 Bilingual English/Spanish speaking proficiency 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

Hours: 40 Schedule: This position is remote eligible for up to 40% of the time. Hours are typically Monday - Friday 8:00am - 5:00pm with occasional evening events. 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: $143,000 Pay Range: $126,595 - $159,596 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: This is a new position charged to develop and lead the strategic execution of ESL's Financial Wellness strategy by identifying market opportunities, risks, and trends. The manager will build then oversee a team responsible for driving design and delivery of digital and person assisted solutions that measurably improve financial health and empowerment for ESL's members. This role manages a team that ensures integration of financial wellness across ESL teams and functions to impact processes, products, and experiences for over 433,000 external members and 1,000 internal employees. Accountabilities: Build and lead a Financial Wellness Innovation Team to develop and deliver solutions that improve member financial health Develop and manage ESL's Financial Wellness Framework Build and then lead a focused, agile, small team dedicated to financial wellness innovation. Ensure the development and implementation of a continually prioritized backlog and roadmap of solutions that drive Financial Health for ESL stakeholders Oversee the design and implementation of digital and person-assisted solutions Ensure solutions are data-informed and aligned with member needs Collaborate across ESL to embed financial wellness into business processes and member experiences Partner with internal teams to align financial wellness goals with business strategies. Facilitate cross-functional collaboration to embed financial wellness into customer journeys. Lead initiatives that translate member insights into actionable improvements. Integrate Financial wellness into ESL's service delivery and product design Manage escalations and feedback loops to continuously improve financial wellness solutions Monitor member feedback and service escalations related to financial wellness. Implement improvements based on data and feedback. Manage community requests for financial education and guidance (e.g. workshop or partnership requests) and direct as appropriate to internal or external resources for follow up. Support strategic planning and reporting for financial wellness initiatives Contribute to strategic planning and performance reporting. Ensure alignment with ESL's purpose and member impact goals. Qualifications: Bachelor's degree or 4 years of equivalent directly related experience In addition, a minimum of 10 years of business or non-profit experience, with a minimum of 5 years of experience in financial wellness or related disciplines (financial services, financial advising, credit counseling) Minimum of 3 years of experience managing direct reports Minimum of 5 years of program or product management experience with demonstrated ability to manage cross functional teams Demonstrated experience in building and implementing partnerships Ability to motivate, manage and lead people Superior analytical skills, research capabilities and attention to detail Superior critical thinking skills. Ability to build structure and processes around new ideas Exceptional communications skills Proven ability to independently manage complex activities Demonstrated ability to work directly with the highest levels of management, drive consensus and strategic decision making Demonstrated interpersonal, and team building skills, especially in cross-functional teams; ability to collaborate with team members and leaders throughout the company Highly effective communications skills (written and verbal) PC proficient (Excel, Power Point, Word) Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications: Experience leading agile teams or innovation labs Background in financial technology, behavioral economics, or human-centered design Demonstrated project and process management skills using process improvement methodology and tools 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-JF1 #LI-Hybrid

Hours: 40 Schedule: is for Summer 2026 (May - August) Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs. Pay: $17.75 This position is for students currently enrolled as an undergraduate in your sophomore or junior year This position is accountable for verifying and processing all consumer loans in accordance with established ESL loan policies, procedures, and guidelines in a manner to meet daily processing deadlines. This opportunity will allow you to: Gain practical, hands-on learning experiences of all consumer lending products such as personal loans, auto loans and credit cards. Learn all aspects of Indirect lending program and dealer relations. Provide support to the Consumer Lending Underwriters, ESL's front line resources and program auto dealers. Work in a fast paced, high volume environment preparing 50+ loan packets per day. Support departmental project work for new Loan Origination System. Provide support to the Consumer Lending Team by sorting mail, data entry and filing. Rotating assignment in each of the departments areas of concentration: Direct - working with consumers Indirect - working with third parties Qualifications: Currently enrolled as an undergraduate in your sophomore or junior year Business major related preferred Minimum 3.0 GPA preferred Ability to work independently and in team setting Excellent analytical, research, interpersonal and communication skills Ability to handle sensitive and confidential information appropriately Strong organizational, detail oriented and multi-tasking skills PC proficient (Word, Excel) Legal authorization to work in the US now and in the future without sponsorship 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

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. Location: Candidate for this role must be willing to travel between both the Victor and Farmington 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 for our Victor office 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

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 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

Hours: 40 Schedule: is for Summer 2026 (May - August) Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs, which may require some overtime. Pay: $30.00 This position is for students currently enrolled as an undergraduate in their Junior/Senior year or pursuing their graduate degree in a related field. As an accounting intern within our accounting department, you will be based in Rochester, NY. The Accounting team is non-member facing and provides support across ESL and its subsidiaries. The accounting intern will work and network amongst other accounting & finance professionals at various levels of the organization. Specific duties will evolve around: * Developing an understanding of the Credit Union's business model and core functions. * Preparing balance sheet account reconciliations in accordance with Policies and Procedures. * Shadowing all roles within the accounting department on a rotational basis. * Analyzing and organizing raw data to identify trends and insights to share with management. * Other duties as assigned. Qualifications: * Currently an undergraduate student in your junior or senior year. * Accounting, Finance, or related Business major. * Expected to graduate between December 2026-May 2027. * Cumulative GPA is 3.25 or above. * Highly motivated and results oriented with a desire to exceed expectations. * Demonstrate intellectual curiosity and courage. * Strong critical thinking skills with the ability to develop solutions to modestly complex challenges. * Legal authorization to work in the US now and in the future without sponsorship. * 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: This position is remote eligible for up to 40% of the time. Hours are typically Monday - Friday 8:00am - 5:00pm with occasional evening events. 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: $143,000 Pay Range: $126,595 - $159,596 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: This is a new position charged to develop and lead the strategic execution of ESL's Financial Wellness strategy by identifying market opportunities, risks, and trends. The manager will build then oversee a team responsible for driving design and delivery of digital and person assisted solutions that measurably improve financial health and empowerment for ESL's members. This role manages a team that ensures integration of financial wellness across ESL teams and functions to impact processes, products, and experiences for over 433,000 external members and 1,000 internal employees. Accountabilities: Build and lead a Financial Wellness Innovation Team to develop and deliver solutions that improve member financial health * Develop and manage ESL's Financial Wellness Framework * Build and then lead a focused, agile, small team dedicated to financial wellness innovation. * Ensure the development and implementation of a continually prioritized backlog and roadmap of solutions that drive Financial Health for ESL stakeholders * Oversee the design and implementation of digital and person-assisted solutions * Ensure solutions are data-informed and aligned with member needs Collaborate across ESL to embed financial wellness into business processes and member experiences * Partner with internal teams to align financial wellness goals with business strategies. * Facilitate cross-functional collaboration to embed financial wellness into customer journeys. * Lead initiatives that translate member insights into actionable improvements. * Integrate Financial wellness into ESL's service delivery and product design Manage escalations and feedback loops to continuously improve financial wellness solutions * Monitor member feedback and service escalations related to financial wellness. * Implement improvements based on data and feedback. * Manage community requests for financial education and guidance (e.g. workshop or partnership requests) and direct as appropriate to internal or external resources for follow up. Support strategic planning and reporting for financial wellness initiatives * Contribute to strategic planning and performance reporting. * Ensure alignment with ESL's purpose and member impact goals. Qualifications: * Bachelor's degree or 4 years of equivalent directly related experience * In addition, a minimum of 10 years of business or non-profit experience, with a minimum of 5 years of experience in financial wellness or related disciplines (financial services, financial advising, credit counseling) * Minimum of 3 years of experience managing direct reports * Minimum of 5 years of program or product management experience with demonstrated ability to manage cross functional teams * Demonstrated experience in building and implementing partnerships * Ability to motivate, manage and lead people * Superior analytical skills, research capabilities and attention to detail * Superior critical thinking skills. Ability to build structure and processes around new ideas * Exceptional communications skills * Proven ability to independently manage complex activities * Demonstrated ability to work directly with the highest levels of management, drive consensus and strategic decision making * Demonstrated interpersonal, and team building skills, especially in cross-functional teams; ability to collaborate with team members and leaders throughout the company * Highly effective communications skills (written and verbal) * PC proficient (Excel, Power Point, Word) * Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications: * Experience leading agile teams or innovation labs * Background in financial technology, behavioral economics, or human-centered design * Demonstrated project and process management skills using process improvement methodology and tools 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-JF1 #LI-Hybrid

Hours: 40 Schedule: is for Summer 2026 (May - August) Monday - Saturday with a day off during the week. Branch hours are Monday, Thursday & Friday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., and Saturday 9:00 a.m. - 1:00 p.m. Must be flexible to meet current and future business needs. Pay: $17.75 ESL has 33 branch locations throughout the Rochester & Finger Lakes region. This position is for students currently enrolled in an undergraduate program and with a minimum of one year of coursework completed by summer 2026. The Student Teller Internship is an opportunity for students interested in pursuing a career in banking and learning more about the industry. Students will learn the fundamentals of banking and gain exposure to career paths within the branch network. The position will allow you to: • Apply classroom knowledge in real world setting • Use problem solving skills • Gain basic financial literacy which can be applied to your personal finances • Learn basic banking principles including knowledge of loans and how loans work, proper cash handling techniques, how to identify counterfeit cash and checks, and the ability to balance a cash drawer • Assist members with processing financial transactions • Learn how to prospect customers for their banking needs • Create a positive member experience • Contribute to the overall operational success of a branch Accountabilities: This position is accountable for servicing members within operational and service level guidelines while contributing to the achievement of team lead objectives; internal and external satisfaction targets. Ensure operational proficiency by processing customer transactions effectively, efficiently and accurately • Complete daily transactions • Meet balance accuracy standards • Learn and follow all policies, procedures, and processes Participate in efforts to achieve unit's customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores. Adhere to member focus processes and expectations • Participate in coaching processes to improve proficiency in member focus behaviors • Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets. Qualifications: Currently enrolled in an undergraduate program and with a minimum of one year of coursework completed by summer 2026 Minimum 3.0 GPA preferred Proficient in PC applications Good verbal and written communications skills People and team oriented Prior customer service experience preferred Maintains a high degree of flexibility in support of branch needs Legal authorization to work in the US now and in the future without sponsorship Demonstrate 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-JM1