Finance associate jobs in Rochester, NY - 53 jobs

Experience: 2 to 6 years in commercial finance transactions. Responsibilities: Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions. Advise on and handle term loans, letters of credit, acquisition financing. Manage documentation and negotiations for equipment leasing and finance agreements. Facilitate cross-border transactions involving secured and unsecured credit facilities. Requirements: Juris Doctor (J.D.) from an accredited law school. Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients. Excellent written and verbal communication skills. Strong academic credentials. Salary: $124,000 to $158,000 A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.

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(Resume and civil service application required) This is a management position responsible for developing, coordinating, and managing the financial and organizational performance reporting process for a school district. Reporting process is the process used to gather, consolidate, understand and analyze data and distribute and communicate data to key stakeholders. Duties involve developing consolidated financial and operational reports on a regular basis and improving existing policies and procedures. The employee reports directly to, and works under the general supervision of the Director of Budget or other higher-level staff member. Does related work as required. Graduation from high school or possession of an equivalency diploma plus EITHER: (A) Graduation from a regionally accredited or New York State registered college or university with a Masters degree in Business Administration, Finance, Accounting, or Economics, plus two (2) years paid full-time or its part-time equivalent experience in budget analysis, financial analysis, or accounting, including two (2) years in the operation of a computer using software related to the reporting and analyses of financial data; OR, (B) Graduation from a regionally accredited or New York State registered college or university with a Bachelors degree in Business Administration, Finance, Accounting, or Economics, plus four (4) years experience as defined in (A) above, two (2) years of which must have involved the operation of a computer using software related to the reporting and analyses of financial data; OR, (C) Graduation from a regionally accredited or New York State registered college or university with a Bachelors degree, plus six (6) years paid full-time or its part-time equivalent experience as defined in (A) above, two (2) years of which must have involved the operation of a computer using software related to the reporting and analyses of financial data; OR, (D) An equivalent combination of education and experience as defined by the limits of (A) and (B) and (C) above sufficient to indicate ability to do the work. SPECIAL REQUIREMENTS: If you are appointed, you will be required to have a valid license to operate a motor vehicle in New York State or otherwise demonstrate your capacity to meet the transportation needs of the job. (All need not be performed in a given position. Other related activities may be performed although not listed.) Develops financial and headcount reports generated from the general ledger, human resource computer system records, and budget database; Develops financial and headcount variance reports generated from department heads and organizational leaders; Compiles operational reports and statistical reports on items such as, but not limited to, program results, student enrollment, and dropout rates; Provides financial and headcount reports, variance reports, and operational reports to various staff such as the Chief Financial Officer, and to outside agencies; Coordinates the development and design of new systems, policies and procedures for improving the efficiency of the financial and operational performance reporting of the school district including determining types of reports to be generated based on recipient, the format, and timeline, and developing procedures to monitor costs and program results; Develops and monitors benchmarking metrics, with the assistance of various school personnel, to improve the efficiency and performance of the school district; Coordinates development of database system improvements. FULL PERFORMANCE KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS: Thorough knowledge of financial and budgetary reporting practices and procedures; thorough knowledge of financial systems utilized by the school district; good knowledge of financial policies and operating procedures of the school district; analytical and organizational skill; ability to assimilate data; ability to develop operational and statistical reports; ability to develop financial and headcount reports and variance reports utilizing a computer; ability to communicate effectively both orally and in writing; ability to establish and maintain effective professional relationships; ability to prepare financial reports utilizing a computer; ability to assess current policies and procedures and make improvements that increases efficiency; ability to coordinate development of database system improvements; good judgment; physical condition commensurate with the demands of the position.

Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500 company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor's degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: · Be the trusted advisor to clients on system configuration and implementation, using Epicor's signature methodology for problem identification, implementation, documentation, testing and training · Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy · Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state · Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner · Assist with generating quote specifications and proposal generation · Ability to adhere to project timelines and meet Service Level Agreement goals · Provide support for clients in a help desk capacity and assist in troubleshooting application questions · Provide on-site training and consulting for clients if necessary ADDITIONAL RESPONSIBILITIES: · Maintain daily timesheet and expense report entries and submit them accurately and timely · Other duties as required Requirements TECHNICAL SKILLS: · High level (Intermediate) of proficiency in MS Office and SharePoint · Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc. SOFT SKILLS & ABILITIES: · Strong written and verbal communication skills · Pleasant and professional demeanor in all client and internal communications · Ability to multi task · Intellectually resourceful with sound/ethical judgment and effective decision-making abilities · Independent worker and able to work effectively on daily tasks without direct supervision · Strong organization skills and ability to operate efficiently throughout daily tasks · In general, own's issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate · Demonstrates empathy with users and professionalism at all times · Work well with clients at all levels · Operates with client satisfaction in mind · Energy, enthusiasm and results-oriented · Strong troubleshooting and analytical skills EDUCATION, EXPERIENCE, & KNOWLEDGE: · CPA or CMA Preferred · Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software · Strong knowledge in supply chain / distribution desirable · Proven success in ERP software project implementation and deployment across multi-business verticals WORK ENVIRONMENT/PHYSICAL DEMANDS: · Use of computer and office equipment · Ability to remain calm in stressful situations · Performs all administrative functions expected at this level ADDITIONAL REQUIREMENTS: · Ability to be scheduled for evening or weekend work occasionally · Valid driver's license in your state of residence and reliable personal vehicle Salary Description $85,000-$115,000

Worley Consulting - the consulting arm of Worley. Be part of the solution. Worley Consulting, the consulting arm of Worley, is a global leader in delivering innovative solutions for the energy transition, infrastructure, and resource sectors. We partner with private equity firms, investment banks, and institutional investors to deliver projects and create value over the life of assets-bridging today's energy needs while accelerating the shift toward more sustainable solutions. Principal Financial Advisory Consultant New York City and Metro Area Purpose of the Role As a Principal Financial Advisory Consultant, you will play a senior leadership role in growing Worley Consulting's financial advisory and lender technical advisory capability across the New York investment market. Working closely with private equity firms, investment banks, and institutional investors, you will help shape and deliver technically robust, commercially grounded advice across energy transition, infrastructure, and resources investments. This role combines revenue generation, senior client advisory, and practice leadership. You will help build long-term client relationships, originate and lead complex engagements, and contribute to the continued growth and reputation of Worley Consulting in one of the world's most influential financial markets. Key Responsibilities Revenue Generation and Market Development\: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors. Strategic Client Leadership\: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks. Practice Leadership\: Drive the growth of Worley Consulting's Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences. Project Excellence\: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects. Thought Leadership\: Enhance Worley Consulting's brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry white papers. Innovation\: Pioneer tools, methodologies, and analytics to advance Worley Consulting's technical and economic modeling, positioning the firm as a leader in lender advisory services. Sustainability & Safety\: Embed Worley's zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals. Qualifications / Skill Set Experience More than 15 years' experience in financial advisory, investment banking, or consulting, with deep expertise in areas such as mergers and acquisitions, debt financing, lender technical advisory, or ESG-linked financing. Proven track record as a senior business developer, consistently generating more than US$5 million in annual advisory revenue. Established senior-level network across private equity, investment banks, and institutional investors, with strong connectivity in the New York City and metro area market. Experience in a senior role within a top-tier consulting firm, investment bank, or specialist advisory firm. Sector experience across energy, infrastructure, resources, or industrial markets; exposure to energy transition and infrastructure financing is strongly preferred. Education and Professional Credentials Bachelor's degree in finance, accounting, engineering, or a related discipline. MBA or equivalent postgraduate qualification preferred. Professional certifications such as CFA or CPA are a plus. Core Skills and Capabilities Strong commercial judgment with the ability to integrate financial, technical, and risk considerations. Clear, confident communicator, experienced in engaging and influencing senior stakeholders. Proven ability to lead cross-functional, multicultural teams and deliver results in complex environments. Highly developed analytical and strategic problem-solving skills. Personal Attributes Recognized as a trusted advisor within the investment and lender community. Motivated by building long-term client relationships, teams, and advisory capability. Willingness to travel as required to support clients and make transactions across key financial hubs. Alignment with Worley's purpose of delivering a more sustainable world, with a practical, evidence-based approach to sustainability and energy transition. #LI-NM4 Moving forward together We're committed to building a diverse, inclusive and respectful workplace where everyone feels they belong, can bring themselves, and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by law. We want our people to be energized and empowered to drive sustainable impact. So, our focus is on a values-inspired culture that unlocks brilliance through belonging, connection and innovation. And we're not just talking about it; we're doing it. We're reskilling our people, leveraging transferable skills, and supporting the transition of our workforce to become experts in today's low carbon energy infrastructure and technology. Whatever your ambition, there's a path for you here. And there's no barrier to your potential career success. Join us to broaden your horizons, explore diverse opportunities, and be part of delivering sustainable change.

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities: Consult with clients to assess their financial situations and develop customized financial plans Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice Cultivate long-term client relationships based on trust, transparency, and results Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus) 2-5 years of experience in financial advising, wealth management, or investment consulting Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products Exceptional communication and interpersonal skills Proven track record of building and managing client relationships Team player with the ability to collaborate with others Proficient in financial planning software and CRM systems All applicants must be 18 years of age or older Preferred Skills: Experience with mass affluent, high-net-worth and commercial clients Strong analytical thinking and decision-making skills Bilingual or multilingual proficiency is a plus Familiarity with digital advisory platforms and financial technology tools High level of emotional intelligence, empathy, and professionalism Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications Comfortable working in a fast-paced, technology-driven environment Detail oriented with superior organizational skills and ability to prioritize

Job Description Manufacturing Finance Analyst Reports To: Controller Role Type: Hybrid Work Arrangement: Hybrid Work Location: Candidates must be able to work on-site at the company's headquarters located in Rochester, NY most days. Must be authorized to work in the United States and able to provide proof of work eligibility. Salary Range: $85,000 - $100,000 (base salary) Position Summary: The Manufacturing Finance Analyst plays a key role in supporting the month-end close process while delivering detailed financial and cost analysis for manufacturing operations. This position serves as a critical link between accounting accuracy and financial insight, working closely with Operations and Finance leadership. Over time, the role is expected to evolve into a more analysis-focused position, contributing to strategic decision-making and operational efficiency initiatives. Key Responsibilities: Accounting & Month-End Close Manage month-end close activities related to manufacturing operations, inventory, and cost of goods sold (COGS). Prepare, review, and post journal entries, accruals, and related accounting adjustments. Perform balance sheet reconciliations, including inventory, work-in-process (WIP), reserves, and accruals. Support internal controls, audits, and compliance related to cost accounting and inventory processes. Manufacturing & Cost Analysis: Analyze manufacturing COGS and key cost drivers, including materials, labor, and overhead. Conduct per-unit cost and margin analysis by product, SKU, or customer. Investigate, document, and explain cost, usage, and production variances. Partner with Operations to assess production efficiency, yield, and process improvement opportunities. Planning & Financial Analysis: Support the annual budgeting process and rolling forecasts. Perform variance analysis against budget, forecast, and prior-period results. Prepare financial reports, dashboards, and ad hoc analyses for management and leadership. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. 4-7 years of experience in manufacturing accounting, cost accounting, or operations finance. Strong understanding of inventory management, standard costing, and COGS. Advanced proficiency in Microsoft Excel; ERP system experience required. CPA or CMA certification preferred but not required. Key Competencies: Strong analytical and problem-solving skills High attention to detail and accuracy Ability to translate financial data into actionable insights Effective communication and cross-functional collaboration skills Ability to manage multiple deadlines in a fast-paced manufacturing environment Cirona Labs is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws, including the Americans with Disabilities Act (ADA).

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive. Job Location (Full Address): 601 Elmwood Ave, Rochester, New York, United States of America, 14642 Opening: Worker Subtype: Regular Time Type: Full time Scheduled Weekly Hours: 40 Department: 500240 Lab Admin-Clin Labs SMH Work Shift: Range: UR URG 110 Compensation Range: $60,431.00 - $84,603.00 The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations. Responsibilities: Conducts specialized and highly complex analysis of financial data in support of various finance functions. Responsible for providing senior management with the analysis and information they need to make timely operational, financial, and strategic decisions. Conducts specialized and highly complex analysis of financial data in support of the various Finance functions, identifying and researching material variances by working with related entity personnel. Reviews and evaluates accounting policies and procedures for efficiency, accuracy, and compliance with generally accepted accounting principles (GAAP). Responsibilities Position Summary: UR Medicine Labs is the largest medical lab in Western New York, performing over 10 million patient tests per year. We are currently looking for a Financial Analyst II to join our department's finance team. Under general direction from the Pathology and Lab Medicine Finance Director, and with latitude for independent judgment and initiative, provides quantitative and qualitative analysis of current and proposed business operations, along with ongoing review and analysis of financial performance for a large and complex department. Is able to analyze complex data and make independent assessments. Works collaboratively with departmental leadership and staff to support business operations. Specific Responsibilities: UR Medicine Labs is the largest medical lab in Western New York, performing over 10 million patient tests per year. We are currently looking for a Financial Analyst II to join our department's finance team. Under general direction from the Pathology and Lab Medicine Finance Director, and with latitude for independent judgment and initiative, provides quantitative and qualitative analysis of current and proposed business operations, along with ongoing review and analysis of financial performance for a large and complex department. Is able to analyze complex data and make independent assessments. Works collaboratively with departmental leadership and staff to support business operations. 40% Financial Analysis and Research Support the budgeting process through analytical assessments that estimate the financial impact of operational changes such as: - New/replacement items purchased related to clinical testing - Price changes due to new contracts, annual CPI increases, and/or GPO tier changes - Margin enhancement/business improvement plan development Analyzes and interprets data, statistics and financial information and identifies significant differences in relationships among sources of information. 25% Data Presentation - Compiles and/or prepares reports, graphs and charts of data analyzed. - Makes presentations on areas of research or analysis. - Prepares conclusions, forecasts and makes recommendations based on research. 15% Special Projects - As assigned, assumes responsibilities for special projects involving financial planning and analysis. - Establishes time tables and activity plans for assigned projects and coordinates the efforts of team members. 15% Purchasing and Finance System Support - Utilizes Workday P2P to place orders for Faculty and lab areas in need of assistance. - Answers questions and acts as a resource for departmental staff relating to Workday P2P. - Stays informed of system changes and upgrades as they relate to financial management and adapts new developments into planning, control and analytical processes. 5% Team Communication/Participation - Attends team meetings and provides updates. - Initiates corrective action when finding errors and/or inconsistencies in data. Consults with and/or refers matter to supervisor when error trends indicate a system or procedural issue. - Recommends improvements, adaptation, and changes in policy and procedures. - Assists in the development and/or modification of Finance policies and procedures. - Acts as backup for other team members' responsibilities. - Other duties as needed. Requirements: - Bachelor's degree and 2-4 years of experience in the analysis and dissemination of information. - Strong interpersonal skills and effective communication skills, written and oral. - Experience in healthcare analytics, utilizing advanced Excel, SQL, and/or Tableau helpful, but not required. - Demonstrates ICARE values. - For more on the ICARE values go to: *********************************************************************************************** The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Job Description *Sign on Bonus of $1,500* The Center for Youth: Started BY YOUTH FOR YOUTH. We partner with youth to realize their full potential, by creating opportunities, removing barriers and promoting social justice. Overview: The Grants Finance Manager plays a critical role in the financial stewardship of The Center's grant-funded programs. This position is responsible for ensuring accurate financial tracking, reporting, and compliance of government and private grants. This role works closely with program managers, development staff, and external funders to ensure fiscal accountability and transparency across all grant-funded activities. Schedule: Full Time. 35 hours per week. Responsibilities: Grants Management & Compliance Develop, monitor, and manage grant budgets in coordination with program and development staff. Track grant expenditures to ensure alignment with approved budgets and funding restrictions. Maintain detailed grant files and documentation to ensure audit readiness and compliance. Coordinate with program staff to ensure appropriate use of funds and timely project spending. Review grant agreements to extract and implement financial and compliance requirements. Financial Reporting Prepare and submit timely and accurate financial reports to funders (monthly, quarterly, annually, or as required). (Examples: OASAS CBR/CFR, HHS, HUD) Support monthly close process to ensure proper coding and allocation of grant-related revenues and expenses by overseeing, tracking, and analyzing day-to-day accounting operations. Oversee, track and analyze the Agency's Administration Costs monthly. Prepare and submit the Annual Indirect Cost Rate Proposal. Oversee and track Fixed Assets, Depreciation and Amortization Schedules. Review grant accounts and deferred revenue balances regularly. Review/Approve purchasing requests, check request and invoices to ensure spending aligns with the budgets and funding before submission to Director Finance. Assist with the preparation of the annual audit and serve as a point of contact for grant-related audit requests. Budgeting & Forecasting Participate in the annual organizational budgeting process, with a focus on grant-funded activities. Assist in the development of proposal budgets for new grant applications. Provide forecasts and variance analysis for grant-funded projects. Internal Controls & Systems Ensure adherence to GAAP, federal and state regulations (e.g., Uniform Guidance), and organizational policies. Recommend and implement improvements to grant-related financial systems, procedures, and controls. Maintain up-to-date knowledge of financial regulations and best practices in nonprofit grants management. Required Qualifications: Bachelor's Degree in Finance, Accounting or related field AND 4 years' experience in nonprofit accounting with a focus on grant management OR equivalent combination Strong understanding of fund accounting and grant compliance (e.g., federal OMB Uniform Guidance) Experience with federally funded grants preferred Experience supporting program staff in budget management and compliance preferred A valid drivers license Skills: Proficient in accounting software; QuickBooks and excel Strong literacy and communication skills Strong analytical, organizational, and problem-solving skills Excellent communication and interpersonal skills, with the ability to work cross-functionally Pay Rate: $32- $34 per hour *All Offers may be contingent on a Background check and Driving record & Automobile insurance that meets agency insurance carrier requirements. The Center for Youth Provides Equal Employment Opportunities

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

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Build your future with us. At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth. As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do, it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow. Interested in making a difference while building a rewarding career? We invite you to review the job description below and apply today. We look forward to learning more about you. Together, we build something amazing-and we support you with benefits such as: Profit Sharing/401K Plan Health, Dental & Vision Insurance Tuition Reimbursement Paid time off Employee Assistance Program …and more! Job Title : Relationship Banker I Here's how you'll make an impact Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services. Accurately processes routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing while balancing a cash drawer and safeguarding against fraud. Assists with the maintenance and servicing of bank equipment such as ATMs, and Night Drops. Researches customer inquiries, orders checks/debit cards, returns phone calls, and other customer originated service needs with the intent of enhancing customer retention and uncovering additional sales opportunities. Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer needs. Recommends and sells appropriate solutions both in person and over the phone. Opens deposit accounts, inputs and follows through with loan applications following operations and regulatory requirements; opens all types of personal accounts and prepares related documentation; follows up with clients after new accounts are opened to deepen the relationship. Demonstrates a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills; maintains a strong understanding of industry trends and how they impact the customer. Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; maintains a working knowledge of the banks products and services. Actively participates in branch huddles, meetings, and one on one coaching sessions. Adheres to operational controls including but not limited to legal, corporate and regulatory procedures to ensure the safety and security of client bank assets. Assists with new staff member training and coaching; Performs on the job training and may serve as a backup trainer as needed. May direct work flow by assigning ancillary duties on the Teller line as needed. Maintains knowledge of all relevant rules and regulations. Conforms to General Performance Expectations as identified for all employees. Qualifications/Requirements One year experience in a banking or customer service position preferred High School Diploma or equivalent with an emphasis in a business curriculum Demonstrated experience in banking and/or customer service Proficient analytical and mathematic skills, along with reading and writing skills Proficient communication, interpersonal and sales skills A comprehensive knowledge of operating policies and procedures which impact consumer services; A thorough knowledge of the features and benefits of company consumer products and services Basic computer skills, including Microsoft Outlook, Word and Excel Ability to lift up to 50 lbs. of coin Must be able to support multiple branch locations as needed Salary Range $17 to $26.50 Hourly Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.

Pay Range: $20.10 - $26.79The role of the Senior Relationship Banker is to provide quality consultative customer service to ensure customers needs are met. They will be responsible for the accurate and efficient opening and processing of all new deposit account types and all consumer and business banking transactions. This individual will have a thorough understanding of the customer's banking needs of both consumer and business customers and will educate, refer and cross-sell the appropriate products and services that meet the needs of both prospective and existing customers. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). Education and Experience: High School Diploma or Equivalent Minimum two years experience in related banking positions preferred Previous customer service, sales, consumer, and business lending experience preferred Experience demonstrating leadership skills Skills and Abilities: Proficient reading, writing, communication and mathematical skills Knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Unique Job Characteristics and Requirements: Requires the ability to obtain or have NMLS Certification under the terms of the S. A. F. E. Act of 2008 Tasks Performed: 50% Accountable for high standards of service and responsiveness to ensure fulfillment of external and internal customer needs. Delivers solutions to customers through interactive conversations to assess and address their needs. Actively engages with customers to identify referral and sale opportunities across all business lines. Engages in relationship management activities in accordance with established corporate objectives and goals. Has a working knowledge of both consumer and small business lending, including the ability to discuss credit reports, credit scores, etc. Accepts and processes consumer and business loan applications and closes loans within established guidelines, loan policy and procedures and compliance regulations. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness to ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 30% Administers the delivery of quality customer service with internal and external customers by ensuring adequate branch coverage, adherence to deadlines and efficient service. Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Demonstrates safety and soundness by ensuring all the bank's policies and procedures, code of conduct and regulatory guidelines are being followed to remain compliant. This individual will have the authority to provide any necessary system overrides and oversight of the branch as required. Will adhere to security measures and controls to minimize any potential losses to the company. 10% Participates in community events that support efforts with the Community Reinvestment Act CRA. 10% Performs other duties as assigned including but not limited to providing guidance and conducting training for other employees. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your furry friends. Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Rochester,NY $20.00 - $27.88 / hour