Flushing Bank jobs - 433 jobs

Job Title: Business Specialist - Bilingual Greek/English Preferred Job Classification: Sales Department: Retail Banking Status: Salaried/Non-exempt Reports To: Branch Manager Hiring Range: $62,000 - $85,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. Description of Work: The primary role of the Business Specialist is to perform sales and service functions for business customers, including new accounts, loan applications, cash management, merchant services referrals, and all other business related products. The Business Specialist serves as a resource and mentor to the branch team in business customer assistance and product presentation, and will be part of a team of professional individuals with a shared focus on delivering a world class customer service experience. The Business Specialist will ensure the customer's financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customer's immediate and future needs. The Business Specialist will deepen relationships with their clients to acquire, develop, and manage a "Premier" client portfolio in addition to overall business sales. Business Specialists support their branch of assignment in functions required to maintain banking activities during normal banking hours, particularly when the Branch Manager or other similarly authorized Branch personnel are not present. The Business Specialist has appropriate levels of approval and override authority to effectively complete assigned functions. General Statement of Duties: Achieve and surpass scorecard goals including checking unit and balance goals, credit application and booking goals, referral and cross-sell goals, as outlined in the Retail Incentive Program. Proactively source, acquire, retain, and deepen business customer relationships by maximizing sales and lending opportunities. Recommend appropriate solutions which may include a referral to the branch's designated Business Development Officer (BDO). Partner with the BDO as necessary to facilitate deposit acquisition and preparing or compiling credit applications and supporting documents. Utilize a consultative selling approach to understand client business and personal needs and financial goals; identify credit opportunities and offer appropriate solutions; refer to Investment partners when appropriate. Identify clients with higher levels of personal investable assets and offer Premier checking as the "best in class" banking package. Ensure a positive customer experience for all sales and service interactions. Participate in sales meetings, sharing best practices, and offering feedback to management on enhancing individual performance as well as supporting team performance. Actively participate in sales and service sprint campaigns utilizing all available resources provided by Marketing, Business Development, Retail Administration, etc. Maintain a business pipeline and participate in scheduled production reviews with managers and peers. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required. Perform operational responsibilities as required by the branch manager. Supervision Received: Report directly to the Branch Manager Supervision Exercised: N/A Major Duties and Responsibilities: Provide consistent and optimal customer service to all business customers by recognizing and greeting customers in a friendly and professional manner. Communicate clearly and thoroughly on the resolution of issues and identifying cross-sell opportunities of additional products and/or services. Where appropriate, the Business Specialist must respond promptly to business customer needs by unassisted fulfillment or a referral. The Business Specialist owns the customer need or issue until fulfilled and/or resolved. This requires persistent and regular dialogue with business partners until all referrals are completely followed up on. Source and provide credit solutions for prospects and clients. Follow up on credit referrals from Branch Managers, CSR's and UB's. Work with the branch staff, the BDO, and the customer on preparing proper credit applications. As a designated Premier banker, manage a portfolio of business clients who qualify for a Premier Banking package, with expectations of cross selling, retaining and deepening their consumer relationship and establishing a robust referral network. If licensed, leverage licenses and basic investment knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant. Develop a Center of Influence (COI) network by engaging in business networking and community activities. Actively represent Flushing Bank in the local business community; generate business leads; and close business opportunities. Maintain frequent interaction with COIs, community leaders and senior business contacts. Effectively leverage, coordinate and organize targeted marketing campaigns, events, and new product launches to drive sales activities and fulfill customer needs in the local business community. Support and preserve the operational integrity of the branch and bank by adhering to all policies and procedures of Flushing Bank, including account opening and credit protocols. Conduct sound operational practices and bring questionable conditions or issues of potential loss to the attention of management in a timely manner. Where necessary, the Business Specialist performs branch opening, closing and operational duties under the leadership of branch management. Non-Essential Responsibilities: Perform other related functions as required by manager. Significant Contacts/Interactions: Internal: Business Development Office, Branch Managers and Branch Teams, and Business Banking Professionals. External: Customers and Business Prospects, Centers of Influence (COI's), Community Leaders, and Business Contacts, and Approved and authorized vendors and business partners. Minimum Qualifications: Bachelor's degree in business (preferred) or equivalent work experience. Minimum three years banking experience, preferably in Business Banking. Certification in Business Product knowledge and other training as required. Fundamental knowledge of accounting and business operations. Financial Analysis skills a plus. Microsoft Office competency. Investment (Series 6 or 7) and Life & Health insurance licensing strongly suggested. Knowledge, Skills and Abilities: Exceptional verbal and written communication skills: ability to conduct collaborative credit conversations; clarify issues; and present information to peers, management, and internal business partners. Customer oriented, responsive, and thorough in pursuing leads and responding to service requests and inquiries. Professional expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals and dreams. Highly driven to grow one's own personal capabilities by actively participating in opportunities to expand knowledge base; and grow leadership, influencing, and interpersonal skills. Superior organizational skills and excellent business development skills. Adaptable and flexible in duties, responsibilities and organizational change. Ability to produce well within goal parameters utilizing acquired and trained selling skills. Able to work independently as well as within a team environment. Hours: 40This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law.EOE, including Disabled/Veterans

A leading commercial bank in New York is seeking a Banking Center Manager to oversee daily operations, develop client relationships, and lead a team. The role requires exceptional customer service, strong leadership skills, and comprehensive knowledge of retail banking products. Candidates should have 5-7 years of banking experience and relevant qualifications. Offering competitive compensation ranging from $98,000 to $102,000 annually, this position also includes incentive compensation. #J-18808-Ljbffr

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! This role is responsible for all functions, staff, and daily operations within a banking center. They are responsible for implementing the Webster banking center network strategy, which includes achievement of sales, customer service, P&L management, operations, and colleague development goals while also contributing to the achievement of District goals. This role is tasked with acquisition, integration, and optimization of new and existing client relationships. The colleague must develop and maintain a strong level of partnership with segment and line of business partners through collaboration and communication. What you will do Consistently meet/exceed all sales goals, retention goals, and Superior Service Quality (SSQ) standards. Develop, implement, and manage a detailed business plan and participate in establishing team sales and service goals. Expand and retain client relationships, actively cross-sell and resolve client issues. Support segmentation strategy with existing clients by implementing sales, retention and other bank initiatives to support Banking Center's growth and profitability objectives. Identify, cultivate, and support key customer segment relationships through focused sales and referral activity. Maintain a working knowledge of all Webster asset, liability, and partner products and services as well as alternative delivery channels. Coach, develop and hold team accountable by demonstrating leadership skills and modeling the way. Utilize and model usage of all available sales tools and resources. Ensure timely completion of audits with an expectation to meet/ exceed branch operations review requirements. Ensure compliance with Federal and State laws as well as bank policies and procedures. Schedule all branch employee shifts to meet customer service needs; provides flexibility of coverage for the banking center. Drive high performance by holding team accountable for superior results. Enhance employee engagement by providing team with coaching, support, timely and constructive performance feedback. Provide opportunity in career growth and recognize and reward employees for accomplishments. Execute on effective colleague onboarding, training new colleagues on policies, procedures and all banking center operational duties/responsibilities. Skills and Abilities Intricate knowledge of retail banking products and services. Strong customer service skills, relationship building, organizational, computer skills, comfortable with current technology, and communication skills. Education Qualifications H.S. Diploma or General Education Degree (GED) required Bachelor's Degree in Arts/Sciences (BA/BS) degree preferred Experience Qualifications 5-7 years of banking experience, with a proven track record in leadership, customer service, managerial, communication and organization skills required The estimated salary range for this position is $98,000 USD to $102,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr

Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team. When you join us, you're joining a people-first culture built on respect, development, and service. In this position you will have the opportunity to work closely with executive leadership and contribute to the Bank's strategic direction. This is a meaningful role within a community-focused financial institution committed to employees, customers, and the communities it serves, while offering a competitive compensation and comprehensive benefits package. Summary/Objectives The Executive Assistant to the President & CEO provides high-level administrative, organizational, and strategic support to the Bank's President & Chief Executive Officer. This role requires exceptional discretion, judgment, and professionalism, as well as the ability to manage complex priorities in a fast-paced, highly confidential environment. The Executive Assistant serves as a trusted partner to the CEO and acts as a key liaison between the CEO, senior leadership, Board members, and external stakeholders. Key Responsibilities Executive & Administrative Support * Provide comprehensive administrative support to the President & CEO, including calendar management, meeting coordination, travel arrangements, and expense reporting. * Anticipate needs, proactively manage priorities, and ensure the CEO is prepared for meetings, presentations, and events. * Draft, edit, and format correspondence, reports, presentations, agendas, and talking points on behalf of the CEO. Board & Governance Support * Coordinate logistics for Board of Directors and committee meetings, including scheduling, meeting materials, and follow-up items. * Prepare and distribute Board packets, agendas, and supporting documentation in a timely and professional manner. * Maintain official records, resolutions, and governance documents in accordance with regulatory and internal requirements. Confidentiality & Communication * Handle highly confidential and sensitive information with discretion, professionalism, and sound judgment. * Serve as a point of contact between the CEO and internal/external parties, prioritizing communications and ensuring timely responses. * Maintain strong working relationships with senior leaders, regulators, community partners, and external vendors as appropriate. Operational & Project Support * Assist with special projects, strategic initiatives, and cross-functional coordination as assigned by the CEO. * Track action items, deadlines, and deliverables to ensure follow-through and alignment with organizational priorities. * Support internal communications, leadership initiatives, and community or industry-related engagements. Requirements Education & Experience * Associate's degree required; Bachelor's degree preferred; or equivalent combination of experience and training. * Demonstrated experience providing high-level administrative, operational, or executive support in a professional environment, with the ability to manage complex priorities and confidential information. Experience supporting senior leadership is preferred. * Experience in banking, financial services, or a regulated environment strongly preferred. Knowledge, Skills & Abilities * Exceptional organizational, time-management, and prioritization skills. * Strong written and verbal communication skills with a high level of attention to detail. * Demonstrated ability to handle confidential information with discretion and integrity. * Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort with collaboration and document-management tools. * Ability to work independently, exercise sound judgment, and adapt to changing priorities. * Professional presence and interpersonal skills appropriate for interaction with executives, Board members, and external stakeholders.

The Product Manager role leads the end-to-end product management of the Bank's banking offerings. This position serves as a critical role in ensuring our product portfolios across all our Commercial, Small Business, and Consumer segments remains competitive, profitable, and properly managed throughout its life cycle. In addition, this role will support other key functions critical for product management if needed. This role will report into the Director, Product Management at Amalgamated Bank. Essential Job Functions: Overall Drive product development, execution and commercialization across Amalgamated Bank's product sets, e.g., digital and lending solution, as well as treasury management products Partner with key business stakeholders on product positioning and key business strategies. Develop product roadmap by taking an “outside-in” view Promote an environment that supports social responsibility, diversity and reflects the missions and values of Amalgamated Bank. Ensure compliance with all Bank policies and regulatory standards. Market Management Identify client needs and end-to-end client experience for banking products in-scope. Responsible for understanding the Bank's niche market and competitive landscape. Identify new and emerging banking industry and technology trends. Product Execution Implement end-to-end product development and enhancement initiatives. Execute revenue initiatives to increase product revenue and profitability in line with the Bank's core values and mission. Develop rigorous business case for new product development and enhancements. Identify, evaluate, and implement measures to improve product performance, profitability, and competitiveness in line with the Bank's core values and mission. Define grounded, rigorous business requirements in conjunction with cross functional teams. Develop key product features & functionality considering return on investment and client needs. Manage product profitability throughout life cycle. Work with Technology, Operations, Risk, Business, PMO and other internal and 3rd party resources to effectively adhere to Product Lifecycle Process. Manage and improve related product vendor relationships, as they pertain to product development, functionality, and economics. Commercialization Partner with Marketing and other key stakeholders on product campaigns, collateral, and communication. Provide ongoing product training to internal and external clients to ensure clear understanding of product value proposition. Oversee development of product documentation, FAQs, and reference materials for internal and external audiences. Knowledge, Skills and Experience Requirements : Bachelor's degree or equivalent experience Strong analytical approach, comfortable with modeling, and ability to draw conclusions and insight, as well as provide business and product recommendations based on analysis Minimum 2-3 years in a direct product management and/or management consulting role Minimum 2-3 years of related experience in Commercial Banking or Treasury Services, a strong understanding of banking product offerings preferred Bank-wide system and platform implementation and migration experience preferred Experience managing third party digital banking platforms and solutions preferred Experience with vendors including Q2, FIS and Salesforce preferred Ability to work effectively as part of a team to drive projects and deliverables Excellent communication skills, ability to manage internal and external relationships effectively and articulate complex solutions to both internal and external stakeholders Strong planning and project organizing skills Demonstration of initiative and innovation to resolve issues rapidly Fluency in Microsoft Office including advanced Excel Stellar written and verbal communication skills Commitment to seeking opportunities for improvement and ability to achieve results despite challenges Comfortable working from home, and working remotely, Need to be able to use technology remotely, connect to networks, use applications remotely Need to be willing to collaborate, network, and building relationships remotely

The Data Analyst will play a critical role in transforming how the Finance team leverages data, technology, and automation. Reporting to the Director of Finance Data & Analytics, this individual will not only build advanced reporting and automation solutions but also champion the adoption of modern tools such as Slack, Tableau, and emerging AI technologies. The ideal candidate combines strong technical skills with a passion for innovation and process improvement, helping the Finance team set the standard for technology-driven excellence across the bank. Essential Job Functions: 1. Design, develop, and implement automation solutions to streamline finance processes and reduce manual effort. 2. Identify and execute opportunities for efficiency gains through technology and AI-driven tools. 3. Build and maintain advanced financial reports, dashboards, and KPIs using Tableau and other BI tools. 4. Develop predictive models and trend analyses to support strategic decision-making. 5. Oversee data pipelines, including imports/exports, scheduled jobs, and data table maintenance. 6. Ensure data accuracy, consistency, and integrity across all systems. 7. Support the rollout and integration of new tools (e.g., Slack, Tableau, AI solutions) within Finance. 8. Train and guide team members to maximize adoption and usage of new technologies. 9. Partner with stakeholders across departments to understand reporting needs and deliver actionable insights. 10. Communicate complex data findings in clear, business-friendly language. 11. Stay current on emerging technologies and best practices in data analytics and automation. 12. Proactively recommend and implement enhancements to existing processes and tools. 13. Maintain comprehensive documentation for all automation workflows, data processes, and reporting standards. Knowledge, Skills and Experience Requirements: 1. Bachelor's degree in finance, Accounting, Economics, Data Science, or other related field 2. Proven experience in data analytics and process automation, preferably in the banking industry 3. Proficiency in data analysis tools/software (e.g., Excel, SQL) and BI tools (e.g., Tableau) 4. Experience with Axiom or other database reporting tools preferred 5. Excellent analytical and problem-solving skills with a keen attention to detail 6. Strong communication skills, both written and verbal, with the ability to explain complex data concepts to non-technical stakeholders 7. Self-starter who thrives in a fast-paced, collaborative environment

The Community Branch Internship Program is a 10-week summer internship centered around customer service, professional development, career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our engagement and belonging efforts along with community initiatives. Interns will gain exposure through guest speakers and industry leaders, workshop trainings, and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. **Primary Responsibilities:** + Play a key role in Customer Relationship Management through proactive outreach and servicing and will be responsible for identifying financial need of customers and presenting appropriate options, onboarding new customers, and establishing trust with existing customers. + Service our customers to gain fundamental understanding of Retail Banking. + Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. + Ensure activities adhere to established internal policies and external regulations as applicable. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The jobholder works under immediate supervision. The position is for about a 10-week time period from beginning to June to beginning of August. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** + Currently pursuing a Bachelor's or Master's degree + Minimum Cumulative GPA of 3.0 + Work visa sponsorship not offered for this role **Education and Experience Preferred:** + Strong written and verbal communication skills + Proficiency in pertinent software, particularly spreadsheet software + Proven analytical skills + Proven critical thinking skills + Strong organizational skills + Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Albany, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Kindly apply for your internship using this link. There is no deadline for this posting as applications are accepted on an ongoing basis.

Amalgamated Bank seeks a dedicated Senior Internal Auditor (VP) to be responsible for performing audit assignments including planning, conducting interviews, documenting, and testing all necessary information for an accurate assessment of risks and internal controls and assisting in drafting of the audit report with minimal oversight. Lead team liaison in data analytics, preparation of Audit Committee materials, and regulatory requests. By joining our team, you'll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: Applies knowledge of Bank operations to develop and maintain risk assessments and contributes results to the audit planning process. Obtains and records an understanding of the Bank's processes and identifies and evaluates risks and the internal controls that mitigate the risks in all assigned operational processes. Develops risk and controls matrices and/or audit programs with minimal supervision. Performs assigned compliance and substantive testing procedures for audits, for assistance to regulators and external auditors, and for compliance with the Sarbanes-Oxley Act. Ensures audit assignments are appropriately documented, accurate, complete, and within budget. Prepares audit report drafts and other written communications with minimal supervision. Resolves requests and review notes promptly. Obtains data and prepares quarterly Audit Committee materials with minimal supervision. Advises the Internal Audit team on the use of data analytics techniques to enhance overall efficiency and effectiveness of audits. Maintains effective relationships within the team, the department and the Bank. Provides timely communication to Internal Audit Management and informs them of significant issues that surface while conducting audits. Maintains continuing education requirements. Maintains appropriate levels of confidentiality. Perform other duties as directed. Knowledge, Skills and Experience Requirements: Bachelor's degree in Accounting or Finance or equivalent experience Solid knowledge of auditing principles, practices and compliance standards Strong verbal and written communication skills Strong analytical skills Strong data analytics Interpersonal and relationship building skills Knowledge of Institute of Internal Auditors (IIA) Standards. Knowledge of the Sarbanes-Oxley Act of 2002. Knowledge of data analytics techniques and statistical applications. 3-5 years of financial services experience, internal or external auditing or public accounting experience with a focus on banks Good understanding of COSO 2013 framework requirements One or more of the following licenses or accreditations or progress toward achievement is preferred: Certified Public Accountant (CPA) Certified Internal Auditor (CIA) Certified Regulatory Compliance Manager (CRCM) Certified Trust & Financial Advisor (CTFA) Certified Fiduciary & Investment Risk Specialist (CFIRS) Certified Bank Auditor (CBA) Certified Financial Services Auditor (CFSA) Certified Community Bank Internal Auditor (CCBIA) Ability to positively interface and work well with all levels of staff and management (auditees and own department) High level of understanding of audit theory and knowledge of bank operations Working knowledge of relevant computer programs, i.e. Microsoft Access, Word, Excel, core banking system and query Ability to handle bank and client information and sensitive matters professionally and confidentially Ability to manage multiple tasks and prioritize Our job titles may span more than one career level. The starting base salary for this role is between $120,000.00 - $130,000.00. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Job Title: Premier Banker Job Classification: Sales Department: Retail Banking Status: Salaried/Non-exempt Reports To: Branch Manager Bilingual Chinese/English speaker preferred. Hiring Range: $50,000 - $70,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. General Statement of Duties: The Premier Banker is expected to deliver a superior branch experience by welcoming customers to the branch and making their banking needs your top priority. The Premier Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services. The Premier Banker will ensure the customer's financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs. This position is part of a team of professional individuals with a shared focus on delivering a world class customer service experience. The Premier Banker will be responsible for acquisition and portfolio management of a 'Premier' client base. May be asked to perform duties as the officer in charge when Branch Manager is not present. Supervision Received: Reports to the Branch ManagerMajor Duties and Responsibilities: Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Individual targets will include an Investment/Insurance revenue goal as well as expectations for Premier Checking growth. Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards. Utilize a consultative selling approach to understand customer needs and financial goals, offer appropriate solutions and refer to business partners when necessary. Identify clients with higher levels of investable assets and offer Premier checking as the best in class banking package. As a designated Premier banker, will manage a portfolio of clients with expectations of retaining and deepening their relationship and establishing a vibrant referral network. Leverage licenses and investment basic knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant. Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience. Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities. Encourage automated transaction handling to customers by "hip to hip" demonstration. If automation is not possible, accept and process deposits, payments, checks for cashing and other transactions via manual processing, according to established procedures and standards for performance. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. The customer needs to be in the center of everything we do in the branch. May be the officer in charge when BM is not available, taking lead on all sales initiatives and insuring an exceptional client branch experience. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards Employees may be required to participate in the opening of safe deposit boxes due to nonpayment of rent or for other reasons. The Bank does not control or monitor the contents of the safe deposit box, and the Bank is not responsible for materials, photos, or other items which may be found in such box. Employees may find themselves presented with offensive, objectionable or unlawful materials, photos or other items in connection with the opening of safe deposit boxes. An employee who encounters any such item should consult with a supervisor regarding appropriate handling. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required. Other duties as assigned. Requirements Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required. 5+ years of experience in a financial institution or comparable experience in a selling environment. The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals and dreams. Highly driven to grow one's own personal capabilities by actively participating in opportunities to expand knowledge, influencing, leadership and interpersonal skills. Strong interpersonal skills effective communication skills leading to strong client service and sales skills. A track record of working effectively in a team environment and building relationships with colleagues. Knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Ability to apply strong analytical skills in reviewing data received from business partners. Ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Technology proficient for providing on line and mobile banking demonstrations and understands how social media plays in to today's financial world. Travel to branches and departments within the five boroughs, Nassau and Suffolk counties, as well as to local companies to deliver BAW on sites Securities & Health/Life licensing is preferred, but not required. A high level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with colleagues and customers. Hours: 40This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law.EOE, including disability/veterans.

Amalgamated Bank is seeking a Licensed Retail Banking Representative! Under general supervision, but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not limited to, life insurance products and general banking needs in branch and at off-site events). The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor. This role will be called upon to work both the Teller and Customer Service areas, according to business needs. This role will also support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions. Essential Job Functions: Customer Service Duties: Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank's CIP and customer service policies Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary Participate in off-site sales calls, branch networking, and community and CRA activities Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments Maintain correspondence with customers and back office by following-up to ensure resolution Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file Perform various administrative duties as directed by Manager Monitor customer preferences to determine focus of sales efforts Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services Meet assigned deposit and NDIP sales goals on a quarterly basis which include, but are not limited to, number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor, investment/insurance revenue goal and dollar value of all products sold, as assigned by the Investment Program Manager and/or Branch Manager Responsibilities behind the Teller Line: Perform all RBR duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits/withdrawals, cash checks, loan payments, etc. Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help RBR's with complex work-related matters (i.e. check cashing) Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner Perform RBR functions as assigned. Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts. Approve checks (up to authorized limit) using knowledge of account history and account information on file General Responsibilities: Assist Officers in performing various Branch functions and Branch reports, as requested Render priority services to customers in need of special handling Perform various related clerical duties as directed Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications Knowledge and use of the Bank's Redi system to keep current with updates to policy and procedures Knowledge, Skills and Experience Requirements: Bachelor's degree or equivalent work experience Must have State Life Insurance license Three years of branch operations experience and strong aptitude for sales Must be flexible to work and/or transfer throughout the network, on an as needed basis Strong interpersonal and communication skills to build rapport with prospective and existing customers Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

At Pathfinder Bank, clear and consistent communication plays a critical role in how we serve our customers, support our communities, and grow as an organization. We are seeking a Marketing & Communications Manager to lead the Bank's integrated marketing and communications strategy and shape how our brand, products, and initiatives are communicated across the organization. Location: Syracuse/Oswego, NY Position Summary The Marketing & Communications Manager leads the development and execution of the Bank's integrated marketing strategy, managing multi-channel campaigns, brand messaging, and public communications. This role translates business objectives into effective marketing initiatives, provides strategic leadership across departments, and ensures consistent, compliant communication that supports growth, retention, and customer experience. Essential Functions * Develop and execute integrated marketing campaigns supporting growth, retention, digital adoption, and product penetration. * Manage all marketing channels, including website, social media, email, digital advertising, print materials, and in-branch collateral. * Write and edit content for campaigns, social media, product sheets, scripts, web updates, and PR messaging. * Lead creative development and manage designers, writers, agencies, media partners, and other vendors. * Provide project leadership, workflow direction, and performance feedback to supporting marketing and engagement staff. * Lead cross-functional teams during campaign development and rollout phases. * Maintain marketing calendars; coordinate timelines, approvals, and cross-department communication for key initiatives. * Collaborate with Retail, Digital Banking, HR, Lending, and Operations on product launches, promotions, and internal communication needs. * Maintain and update marketing pages and resources on the Bank's intranet to ensure accuracy, usability, and clarity. * Develop messaging frameworks, campaign strategies, and audience segmentation plans. * Provide strategic recommendations to leadership on marketing priorities, channel mix, customer experience messaging, and brand positioning. * Evaluate new marketing tools, technologies, and vendor solutions to enhance campaign performance. Requirements * Bachelor's degree in Marketing, Communications, Business, or a related field required, or a combination of education and experience. * 3-5 years of experience in marketing, communications, or a related field. * Proven track record overseeing multi-channel campaigns (print, digital, and video) from kickoff through launch. * Demonstrated ability to manage multiple projects in a fast-paced environment, delivering work on time and within budget. * Strong grasp of production workflows, timelines, and vendor management, including creative teams and technology partners. * Team-oriented, resourceful, and comfortable working cross-functionally as well as independently. * Excellent communication and storytelling skills with a strong understanding of audience segmentation and message alignment. Preferred Education, Experience & Qualifications * 5 or more years of experience in marketing, communications, or a related field. * Knowledge of industry regulations and compliance requirements; financial services experience preferred. * Strong writing skills with a portfolio demonstrating a range of marketing, digital, and brand content. * Familiarity with Microsoft 365 and how to leverage SharePoint for content management and collaboration. * Experience preparing business cases, including capital needs, project scope, and recurring operational cost considerations. Why Join Pathfinder Bank Pathfinder Bank is a community-focused organization that values thoughtful leadership, collaboration, and accountability. Our teams work closely across departments to support customers, strengthen local communities, and drive sustainable growth. In this role, you'll have the opportunity to influence how the Bank communicates internally and externally, partner with leaders across the organization, and contribute to initiatives that directly support customer experience and business outcomes. What We Offer * Competitive compensation and comprehensive benefits, including health coverage and a 401(k) with company match and Safe Harbor * Generous paid time off and paid volunteer opportunities * A collaborative, people-first culture that values ideas, ownership, and continuous improvement * Opportunities for professional growth, development, and long-term career progression

Job Description The IT Infrastructure Engineer is responsible for Amalgamated Bank's datacenters, compute, storage, network and security technology ecosystem. Essential Job Functions: Develop and deploy scalable infrastructure solutions including servers, storage, networking, and cloud platforms. Ensure systems are running efficiently by monitoring performance, troubleshooting issues, and applying updates or patches. Implement security protocols and ensure infrastructure adheres to industry standards and regulatory requirements. Use scripting tools to automate repetitive tasks and improve system performance. Work closely with software engineers, DevOps teams, and IT support to align infrastructure with business needs. Design and maintain backup strategies and disaster recovery plans to ensure business continuity. Implement and maintain the banks LAN, WAN, Security infrastructure Engineer platforms for high resiliency minimizing business disruption Support the monitoring and maintenance of hardware records (including servers, switches, routers, laptops, etc.) and software licenses to ensure ongoing compliance with the Bank's asset management and End of Life programs. In partnership with key stakeholders continue to evolve and enhance mobile capabilities enabling knowledge workers to be productive and collaborate from anywhere Effectively manage time, communicate clearly, make sound decisions, deliver presentations, and maintain strong organizational abilities. Perform other duties as directed Knowledge, Skills and Experience Requirements: Bachelor's degree in business or computer science or equivalent experience Solid knowledge of VMWare technologies Understanding of networking concepts Experience implementing and/or managing networking and firewall devices Familiarity with tools like Ansible, Terraform, or PowerShell Familiarity with Enterprise backup solutions and concepts Familiarity with Enterprise security tools such as NAC, AV, DLP, Content Filtering Deep Knowledge of Windows Server Operating Systems, Active Directory, DNS, DHCP, and Group Policies Experience with Cloud Infrastructure solutions Advanced engineering skills on server class x86 infrastructure and Storage Products

Amalgamated Bank seeks a Financial Accounting Analyst who will work under the guidance of and assists the Accounting Senior Manager or relevant accounting manager to assist with preparing accounting information to support the monthly financial close process. The main role is to ensure daily integrity of the bank's financial data and to perform required accounting processing. Secondarily, the Financial Analyst will assist on special projects to enhance and increase efficiency as it relates to the financial close process. Other requirements are ensuring integrity, accuracy, and timeliness of financial statements; monitor and strengthen internal controls; and ensure policy compliance. By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: Assist in managing and review of the daily reconciliation process Assist in monthly activities including journal entry preparation and month end close activities Maintain AP/AR account balances by tracking open items and ensuring timely resolution Assist with follow up regarding aging items in processing systematics, unclaimed deposits, suspense, and wires GL daily Assist in managing Fixed Assets, Prepaid Assets, and WIP accounting Manage miscellaneous accounting (e.g. unposted items, check depositing) Supports any other departmental function as needed Manage departmental enhancement projects related to financial close process Initiate and deploy automation opportunities and AI use cases Knowledge, Skills and Experience Requirements: Bachelor's degree in Accounting or Finance. Proficiency in MS Excel and accounting software packages is desirable. Axiom preferred. Experience with Avid, and/or Navan preferred. Possesses good interpersonal and communication skills. Strong organizational and time management skills. Our job titles may span more than one career level. The starting base salary for this role is between $75,000.00 - $85,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Apply Today: If you're detail-oriented, organized, and ready to grow your career in commercial lending with a community-focused bank, we want to hear from you. Join the Pathfinder Bank team and be part of something meaningful. Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team that takes pride in helping local businesses and communities grow. When you join us, you're joining a people-first culture built on respect, development, and service. We offer: * Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off * A commitment to career growth and internal mobility * Community-focused culture with paid volunteer opportunities * A supportive team that truly values your contributions About the Role: Commercial Loan Closing Coordinator We are seeking a proactive and detail-oriented Commercial Loan Closing Coordinator to support our commercial lending team. This role is pivotal in ensuring timely, accurate, and compliant closings for a variety of commercial loans. You'll serve as the key liaison between loan officers, attorneys, borrowers, and internal departments - keeping everything on track and in alignment. Key Responsibilities: * Prepare loan packages and instruction letters for external counsel; collaborate with bank counsel for finalization * Order appraisals, environmental reports, collateral searches, and supporting documentation * Track loan and line expiration dates, collaborating with lenders to ensure proper action is taken * Manage and monitor all commitment conditions to ensure timely clearance * Serve as the main point of contact for all parties involved in the closing process * Prepare and review closing documents, in-house or with closing counsel * Maintain Excel-based reports to track status, deadlines, and progress * Provide post-closing support during the transition to Quality Control What We're Looking For: * Experience in banking, preferably in commercial lending * Strong organizational skills and attention to detail * Comfort working with Excel and document systems * Ability to manage multiple priorities and deadlines * Excellent communication and coordination skills Location: This position can be based at either our Oswego headquarters or our East Syracuse branch, depending on candidate preference. Requirements * Associate's degree in finance, business, or equivalent work experience commercial loans * Excellent customer service skills and a professional demeanor * Intermediate computer proficiency (especially with Excel) * Strong oral and written communication skills * Basic math skills for loan calculations and document review * Ability to work in a fast-paced environment and manage multiple priorities effectively Preferred Qualifications: * Working knowledge of Federal and State loan compliance regulations * Familiarity with financial institution products and services * Prior experience in commercial or real estate loan processing or closing

Summer Interns complete a 10 week internship centered around professional development, career growth and building the necessary skills to succeed. Summer Interns participate in projects and department initiatives that accelerate career growth and play an important role in building the future of the Bank. As an Intern, you will gain exposure to other departments through guest speakers and industry leaders and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. **Department Description:** Supports the detection, analysis, and reporting of real-world threats to the Bank's personnel, facilities, events, and operations. Assists in intelligence collection, open-source monitoring, and foundational threat assessments. Works closely with corporate security partners to identify emerging risks and develop early warning intelligence to reduce risk to the organization. **Primary Responsibilities:** + Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. + Ensure activities adhere to established internal policies and external regulations as applicable. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The jobholder works under immediate supervision. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** + Currently pursuing a Bachelor's or Master's degree + Minimum Cumulative GPA of 3.0 + Work Visa Sponsorship not offered for this role **Education and Experience Preferred:** + Strong written and verbal communication skills + Demonstrated computer skills + Proven analytical skills + Proven critical thinking skills + Strong organizational skills + Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

This position is responsible for managing the foreclosure process for an assigned portfolio of mortgage loans, contested foreclosures or loans in other litigation to ensure foreclosure is completed timely in accordance with investor guidelines and for providing administrative support related to the foreclosure process. **Primary Responsibilities:** + Monitor progress of the foreclosure action from referral to post foreclosure, including management of issues raised, holds placed and review/research needed to complete the foreclosure action. + Communicate with foreclosure attorneys to understand, minimize and avoid delays during the foreclosure. Work with foreclosure attorney to resolve simple contested/litigation actions and title issues to allow completion of the foreclosure action. + Provide necessary status updates to investors during the foreclosure process. Assemble and provide documentation in response to investor or regulatory audit requests. + Generate various scheduled and ad hoc reports as needed for Foreclosure, including but not limited to monthly scorecard reporting, exception reporting, and workflow tracking reports. + Ensure investor deadlines within the foreclosure are met, including but not limited to FHA 1st legal deadlines and FHA eviction 1st legal deadlines. + Prepare bidding instructions according to investor guidelines and ensure proper bidding for sales where M&T's lien is not in first position. + Review VA appraiser invoices for payment. Obtain necessary W-9, set up payee header and submit invoice for payment. + Perform initial review of documents required for foreclosure or simple contested litigation, gathering of backup and submission to Tier 2 Reviewer for further review and execution. + Review equity position and prepare necessary equity analysis for potential charge off. + Provide sale results to investor, MI companies and other necessary parties, updating systems as required. + Work with attorneys to ensure proper reporting of foreclosure status to investors. + Manage a variety of assigned tasks to hold, close or proceed with foreclosure taking action within the required service level agreement. + Complete daily Sale Result QC for Foreclosure team. Monitor, distribute and respond to emails sent to Team email boxes. Receive, review and distribute legal mail received in Customer Asset Management (CAM) pertaining to residential property in which the bank has an interest, to avoid risk of loss to the bank or its investors and work with in house counsel and management to determine if external counsel must be engaged to represent M&T. + Request checks for disbursement of bid deposit, senior lien payoff and settlements. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Complete other related duties as assigned. **Scope of Responsibilities:** This position interacts with external third-party foreclosure attorneys to ensure successful and timely completion of foreclosure consistent with investor guidelines. This position also interacts with CAM Management and internal & external counsel. **Education and Experience Required:** A combined 3 years' higher education and/or work experience, including a minimum of 1 year Default Servicing related field experience (e.g., Collections, REO, Loss Mitigation). Working knowledge of word processing and spreadsheet software. Strong written and verbal communication skills. Detail oriented. Strong analytical and problem solving skills. Motivated, team player with a positive and friendly attitude. **Education and Experience Preferred:** 3 years' Default Servicing related field experience (e.g., Collections, REO, Loss Mitigation). Proven ability to work effectively in a team environment. Knowledge of bank and departmental systems. Understanding of mortgage product including home equity loans and lines of credit. Experience reading and comprehending the contents of legal documents. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Getzville, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Apply Today: If you're detail-oriented, organized, and ready to grow your career in commercial lending with a community-focused bank, we want to hear from you. Join the Pathfinder Bank team and be part of something meaningful. Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team that takes pride in helping local businesses and communities grow. When you join us, you're joining a people-first culture built on respect, development, and service. We offer: * Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off * A commitment to career growth and internal mobility * Community-focused culture with paid volunteer opportunities * A supportive team that truly values your contributions Summary/Objectives: Accountable for the identification of risk inherent in the loan transaction and communication of that knowledge. Participates in the annual financial review of existing commercial customers. Provide customer service support for business services. Essential Functions * Perform credit analysis on loan applicants, including recommendations regarding ideal credit structure, review frequency, security requirements and approval/denial of request. * Reviews and analyzes the risk and financial strength of loans that are currently within the banks commercial loan portfolio. * Prepare loan presentations for approval by lenders, Officers Loan Committee and or Executive Loan Committee. * Maintain knowledge of regional and national economic conditions, financial trends, lending regulations, loan documentation, delinquency trends and loan procedures. * Accompany lenders on customer calls to discuss request and to understand outstanding questions to complete accurate write ups. . * Spread financial statements in BakerHill and complete cash flows to assist lenders in making preliminary loan decisions. * Any additional tasks that may be assigned. * Complete annual reviews and any additional periodic analysis. * Assist in the maintenance of credit files and BakerHill system * Assist in the audit process with regulators and third party loan review firms Requirements * Intermediate computer skills including Microsoft Word and Excel * Ability to understand and learn the banks internal systems * Excellent customer service skills

Job Title: Universal Banker Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager Hiring Range: $47,000 - $58,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. General Statement of Duties: You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects. Major Duties and Responsibilities: Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience. Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards. Fulfill customer financial needs, both immediate and longer term, by utilizing needs-based selling to offer appropriate solutions and referring to business partners when necessary. Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions. Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required. If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant. Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards. Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required. Perform operational responsibilities as designated by management. Other duties as assigned. Requirements Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required. A minimum of 2 years experience in a financial institution or comparable experience in a retail environment. The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals. Knowledge of financial institution operations, procedures and the ability to interpret and understand laws and regulations. Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today's financial world. Polished interpersonal communication and client service and sales skills. Ability to apply strong analytical skills in reviewing data received from business partners. Effective communication skills including oral and written skills. The ability to work with all levels of management and staff. A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers. Securities and Life & Health Licensing a plus, but not required. This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law. EOE, including disability/veterans.