Guilford Savings Bank jobs

Solicits residential loan applications by calling on and maintaining contacts with real estate agents/brokers and residential real estate builders/developers, contacting potential applications, and being active and visible in the community. Interviews residential real estate loan applicants, completes applications, forwards to Mortgage Processing and works with processing team to close loan in timely manner. Ensures exceptional client service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements. RESPONSIBILITIES: Primary: Establishes and implements on-going sales call program directed toward developing relationships with realtors, builders, lawyers, accountant and business owners to ensure a continuous reference source for mortgages and loans. Handles inquiries from applicants and bank personnel, interview potential clients, take a complete application and set proper expectations with client (incl. referral source) regarding loan application process. Maintain high level of client service by clearly communicating terms of loan options, follow up, and availability to answer questions Compiles and analyzes data for residential real estate loan requests. Evaluates loan applications and documentations for credit worthiness Outlines loan terms and conditions and informs the borrower of loan commitments. Prepares residential loan packages in accordance with bank standards. Effectively utilize Pipeline management to properly track and effectively manage loans on a daily basis. Keeps management apprised of competitive product, pricing and marketing activities. Makes recommendations to the Residential Mortgage and Consumer Loan Manager to update or add to residential loan products, terms and conditions on a case-by-case basis. Resolves client complaints. Conducts meetings and seminars with realtors and other groups with the aim of cultivating relationships Takes part in the planning and presentation of seminars pertinent to existing and potential Bank clients, i.e. First Time Homebuyers Program. Participates in civic functions in the Bank's assessment area to create community awareness about the bank. Performs other duties as assigned. Completes all required compliance training as assigned in a timely manner LEADERSHIP PHILOSOPHY: Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success. Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making. Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research BASIC KNOWLEDGE & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY: Work requires knowledge of a specialized field, and extensive knowledge of the bank's policies and procedures, as well as general banking knowledge. Fluency in Spanish is preferred but not required. EXPERIENCE: Three years to five years of similar or related bank lending experience, with strong selling and sales organization experience. EDUCATION: A two-year college degree or completion of a specialized course of study at a business or trade school. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: The Customer Consultant is expected to assist customers over the telephone in a professional and courteous manner and adhere to the service standards set by the Customer Service Center. This position is eligible for a hybrid work schedule after completing onsite training for the first 90 days. ESSENTIAL FUNCTIONS: Accurately, efficiently and professionally answer customer inquiries via the telephone and on-line chat. Independently provide the highest level of customer service, general account servicing and problem resolution, escalating through the proper channels when necessary. Performs account maintenance such as processing: check orders, stop payments, disputes, online banking requests, bill pay inquiries, etc. Provides banking solutions to enhance and create lasting customer relationships. Customer Service: Provides courteous, efficient, personalized service and satisfactory problem resolution to each customer in accordance with customer service standards. Ability to handle complex situations and demonstrate de-escalating skills when dealing with irate or emotional customers. Compliance: Adheres to all bank policies and procedures. Efficiently utilizes computer systems including Outlook, Microsoft, Insight, and internal intranet platform. MINIMUM REQUIREMENTS: High School degree or GED required. Two years of tele-services/customer service experience required Familiarity with Bank products, services, and regulations, in particular CRA and other Fair Lending laws normally acquired through one to two years of banking experience and training preferred Strong verbal and written communication skills Ability to work in a fast-paced environment while handling multiple priorities and managing time effectively Proficient problem-solving skills and ability to handle challenging situations with professionalism Attention to detail and ability to execute accurately on a variety of policies and procedures. Proficient computer skills including Microsoft Word, Excel, Outlook, and other related applications REQUIREMENTS: Keyboard Dexterity Lifting/carrying up to 25 lbs. Use of general office equipment Ability to travel COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: As a Branch Operations Supervisor you will ensure that the customer experience is consistently aligned with Liberty Bank's Leadership, Vision, Mission, and Core Values. You will inspire and lead others, creating an environment that keeps employees engaged, motivated, and excited. The Branch Operations Supervisor fosters an environment that supports opportunities to identify meaningful referrals, while maintaining integrity and ethical standards. You will lead by example and thrive on delivery of exceptional customer service. The Branch Operations Supervisor role is critical in helping the branch achieve its sales, service, and operational goals. In this role you are responsible for compliance with bank policies, procedures, and operational integrity. You will collaborate with your manager to personally grow and develop in the areas of Retail Banking to achieve your career goals. ESSENTIAL FUNCTIONS: Engage with customers and employees to create a positive customer experience and team environment. Responsible for exceeding customer service standards and ensuring branch operations are in accordance with the bank policies and procedures. Model and ensure a collaborative and supportive culture within the branch team as well as with interdepartmental contacts and resources. Meet and exceed individual referral goals. Accurately and efficiently perform a range of customer service transactions. Proactively engage in opportunities to learn new and existing products and services. Actively participate in sales meetings and offer creative and innovative ideas. Protect the interest of the bank and minimize loss through adherence to security measures and other policies and procedures. Filter every decision, when necessary, through sound judgement and decision making Address customer questions and concerns while referring to appropriate internal resources for resolution, if necessary Identify fraudulent activity to prevent potential losses to the Bank. Maintain and balance a cash drawer. Process and settle ATM and/or Vault. Ensure workstation is organized and maintained to satisfy Liberty Bank standards. Mentor and coach teller staff. Provide oversight and identify risks on operational activities. Ensure compliance with State and Federal Regulations. Perform other duties and tasks as requested. Actively promotes Liberty Bank within the community and maintains the highest level of customer and employee confidentiality. MINIMUM REQUIREMENTS: Two-year college degree or equivalent work experience Availability to work weekends and/or extended hours as required to run the business. Successful record of coaching and mentoring employees and a team to achieve desired results Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience. Demonstrate strong verbal and written communication skills. Exhibits positive attitude. Proficient computer skills including Microsoft Word, Excel, Outlook and other related applications. Ability to effectively ask questions and identify needs to enhance the customer relationship. Attention to detail and the ability to interpret a variety of instructions furnished in written and oral forms. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

The Mail & Operations Support Specialist is responsible for the secure and timely transport of mail, documents, supplies, and branding materials between branch locations, corporate offices, external vendors and mail delivery channels including, but not limited to, USPS, UPS and FedEx. The courier ensures efficient daily delivery operations, while maintaining a high standard of organization, communication and reliability and leveraging technology to manage ticketing and fulfillment requests. A company vehicle is provided for all work-related travel. The ideal candidate is dependable, detail-oriented and comfortable working independently in a fast-paced, service-oriented environment. GENERAL DESCRIPTION OF DUTIES: KEY RESPONSIBILITIES: Safely and efficiently transport interoffice mail, documents, supplies and branding materials between branches, headquarters, external mail services, vendors and other designated locations; Collect and deliver daily postal mail to and from the post office. Organize daily delivery routes to ensure timely service Ensure secure handling and confidentiality of all materials in transit, including sensitive or confidential documents Communicate effectively with internal departments to coordinate delivery schedules and respond to service requests, using Jira as a ticketing and fulfillment platform Perform basic inventory checks; place requests, distribute and restock office supplies and consumables across all locations, tracking inventory as needed Support marketing initiatives by transporting signage, promotional materials and other assets as needed Operate the company-provided vehicle in a safe, lawful, and courteous manner Maintain cleanliness and report maintenance needs of the assigned company vehicle Maintain accurate records of delivery activity and vehicle mileage as required Support other Facilities or Operations tasks as assigned Adapt schedule to accommodate bank holidays, special projects and urgent delivery needs WORKING CONDITIONS: Daily work-related travel using a company-provided vehicle Regular lifting, bending, walking, and carrying of items Primarily independent, with routine check-ins and coordination with the Operations team Indoor and outdoor work environments, including office buildings, vendor sites and mail facilities Flexibility required to support alternate days due to holidays or special projects WORK SCHEDULE: Part-time, approximately 20 hours per week (e.g., 20 hours/week), primarily Tuesday-Thursday, with flexibility to support alternate days/times as needed for holidays, special projects or events. DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research QUALIFICATIONS: Valid driver's license and clean driving record (required) High school diploma or equivalent Ability to lift and carry items up to 40 pounds Strong time management, reliability, and attention to detail Excellent communication and interpersonal skills Self-motivated and able to work independently with minimal supervision Familiarity with local roads and routes preferred Comfortable using technology platforms (e.g., Jira, mobile apps) for task tracking and communication EDUCATION REQUIRED: A high school education or GED LEADERSHIP PHILOSOPHY: Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success. Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making. Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to, business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: The Human Resources Workforce Strategy Analyst plays a dual role in supporting both strategic HR analytics and core HR functions. This position is responsible for analyzing workforce data, supporting HR operations, and partnering with HR Business Partners and operational leaders to drive data-informed decisions and enhance employee experience. The ideal candidate thrives on variety and challenges, using a holistic perspective to develop and implement impactful HR solutions aligned with business objectives. This individual brings a strong foundation in HR analytics, combined with hands-on experience across investigations, reporting, compensation, benefits, and employee relations ESSENTIAL FUNCTIONS: HR Data & Analytics Analyze workforce data to identify trends, risks, and opportunities; deliver actionable insights to improve HR strategies and business outcomes. Develop and maintain dashboards and reports on key HR metrics such as turnover, engagement, DEI, and compensation benchmarks. Support predictive analytics initiatives to anticipate workforce needs and inform talent planning. Support initiatives like workforce planning, succession planning, talent acquisition, and compensation recommendations through data-driven analysis. HR Operations & Support Assist in HR investigations by collecting and analyzing relevant data, documenting findings, and supporting resolution efforts. Maintain HR systems and ensure data integrity across employee records, compensation, and benefits. Partner with HR Business Partners to assess workforce needs and implement solutions aligned with organizational goals. Compensation & Benefits Support the administration of compensation and benefits programs, including data analysis, benchmarking, and compliance monitoring. Assist in annual compensation cycles, including merit reviews, bonus calculations, and equity tracking. Employee Engagement & Programs Contribute to the development and execution of HR initiatives that promote employee engagement, retention, and organizational effectiveness. Support onboarding, offboarding, and employee lifecycle processes to ensure consistent and positive employee experience. Compliance & Policy Ensure HR practices comply with federal, state, and local regulations, as well as internal policies. Assist in audits and reporting requirements related to HR compliance and workforce data. Cross-Functional Collaboration Work closely with operations and other departments to align HR practices with business needs and operational goals. Participate in cross-functional projects and change management initiatives to support organizational growth and transformation. Continuous Improvement Stay current on HR trends, technologies, and best practices to enhance service delivery and operational efficiency. Recommend process improvements and automation opportunities within HR operations and analytics. Minimum knowledge/skills: Bachelor's degree in Human Resources, Business Management, preferred, or equivalent work experience. 5+ years in an HR General role Proven experience in HR, human capital consulting, or people analytics. Demonstrated ability to quickly pivot between strategic, big-picture projects and hands-on, day-to-day operational challenges. PHR a plus. Excellent verbal and written communication skills Proven ability to manage multiple tasks with strong analytical, problem-solving and organizational skills. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB:Reporting to the Director of the Call Center, this incumbent will oversee scheduling, staffing, and operational coordination within a fast-paced call center environment. The ideal candidate will be responsible for managing the schedules of 60 employees across three departments, ensuring optimal coverage, efficient use of resources, and adherence to service level goals. Additionally, this role will involve managing call center metrics, coordinating training, mentoring new hires, and ensuring the smooth functioning of call flows using Genesys software. The Workforce Manager will work closely with leadership and cross-functional teams to optimize performance, resolve issues, and implement system upgrades. ESSENTIAL FUNCTIONS: Schedule Development & Management: Develop and maintain daily and weekly schedules for 60 call center agents across three departments, ensuring proper coverage in every queue. Balance staffing levels to meet service level targets while accommodating employee requests for time off, training, and other needs. Monitor and adjust schedules in real time to address call volume fluctuations, including callouts and unexpected staffing issues. Time-Off Management: Review, approve, and manage all PTO requests, ensuring adequate coverage for all shifts and queues. Collaborate with the team to address any shortfalls caused by callouts, absences, or planned time off. Training & Development Coordination: Schedule training sessions, team huddles, and coaching activities at optimal times to minimize disruption and maximize effectiveness. Coordinate and schedule mentoring opportunities for new hires. Ensure that mentors are scheduled for time off the phones to shadow and coach new hires, typically for a duration of two weeks. Staffing Recommendations & Forecasting: Analyze historical data and trends to make staffing recommendations, ensuring appropriate coverage based on call volume forecasts. Collaborate with leadership to adjust staffing levels as needed to meet changing business requirements. Genesys Software Maintenance & Upgrades: Maintain the Genesys software platform, ensuring it is properly configured to support all operational needs. Work closely with IT and external vendors to coordinate system upgrades and ensure minimal disruption to operations. Oversee the management of the five unique call flows within Genesys, ensuring accurate setup and functionality. Queue Management & Analytics: Monitor and manage the performance of all call queues, ensuring the appropriate number of agents are assigned to each queue based on skill and capacity. Provide detailed analytics on key call center metrics, including average handle time (AHT), wrap-up codes, call volume, service levels, and real-time adherence. Identify and report on trends within each queue, providing actionable insights to improve performance. Issue Resolution & Troubleshooting: Troubleshoot and resolve any issues related to the Liberty Line, escalating problems as needed to IT or external support teams. Coordinate with Genesys/VDS to implement system improvements and upgrades, ensuring that changes are properly tested and deployed. Real-Time Adherence & Agent Monitoring: Monitor real-time adherence and agent statuses to ensure agents are adhering to their schedules and providing optimal coverage. Reach out to agents when invalid statuses are detected and work with them to resolve the issue. Manage escalations related to missed shifts or call-out coverage, ensuring that appropriate corrective actions are taken. MINIMUM REQUIREMENTS: Bachelor's degree preferred or equivalent work experience 5+ years of proven experience in workforce management, scheduling, or a related role in a call center or customer service environment. Strong knowledge of call center operations, performance metrics, and workforce management tools (experience with Genesys or similar platforms preferred). Ability to analyze data, make staffing recommendations, and provide actionable insights. Excellent organizational and time management skills, with the ability to manage multiple tasks and deadlines effectively. Strong communication and interpersonal skills, with the ability to work cross-functionally and interact with employees at all levels. Experience with training, coaching, and mentoring new hires in a call center environment. Ability to troubleshoot technical issues and coordinate system upgrades with IT and vendors. Proficiency in Microsoft Office Suite, particularly Excel, for data analysis and reporting. PREFERRED REQUIREMENTS: Experience with Liberty Line or similar call routing systems. Familiarity with real-time adherence tracking and call center analytics tools. Knowledge of workforce management best practices and forecasting methodologies. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting and Standing COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: The CSC Training & Development Specialist will assist in the delivery of all new hire and ongoing training for the Customer Service Center. In addition, the CSC Training & Development Specialist will be responsible for quality assurance and reviewing and scoring recorded interactions to provide feedback to the leadership team. ESSENTIAL FUNCTIONS: Responsible for assisting the Training and Development Manager with designing, coordinating, and presenting new hire and ongoing training in the Customer Service Center. Training programs include but are not limited to: Customer Service Center New Hire Training, Secured Message/Chat Training, Smart Solutions Training, CSC Support Training, Mentor Training, new product or special offers training, and complaint training. Conducts training classes to support employee development, and enhance employee performance/productivity Responsible for reviewing recorded interactions on a weekly basis and providing feedback to improve the customer experience and ensure bank's policy and procedures are followed. Analyzes the trends of the Quality Assurance results to recommend improvements to the training program Participates on bank wide special projects to identify and plan for any project related training needs that the Call Center will need to support Assists in the development and ongoing maintenance of a knowledge management system Assist with Workforce Management within the Call Center Technology Other duties as assigned by the Training and Development Manager principal accountabilities: Customer Service:Provides courteous, efficient, personalized service and satisfactory problem resolution to each customer in accordance with customer service standards. Ability to handle complex situations and demonstrate de-escalating skills when dealing with irate or emotional customers. Compliance:Adheres to banks policies and procedures. Score calls using the Quality Assurance Guidelines Technical:Efficiently utilizes computer systems including Outlook, Microsoft, Insight, and internal intranet platform. MINIMUM REQUIREMENTS: Bachelor's degree in Business or Education preferred or equivalent work experience Minimum 5 years of banking experience with call center training background Proficient in Microsoft word, excel, power point PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Role Responsible for assisting the branch manager in the overall management of the branch. Functions as branch manager during absences as required and provides the highest level of service and responsiveness to clients. Assures compliance with regulatory requirements and organizational mission, values, polices, and standards. Major Duties and ResponsibilitiesDescription Participates in cross-training personnel, keeps abreast of internal policy, procedures, system changes, and keeps staff informed. May join in interviews for open positions and make recommendations to the branch manager. Is actively involved and contributes input related to employee performance reviews. Works in conjunction with branch manager or independently as needed to address employee performance issues. Assists in training, directing, and monitoring staff performance, to assure staff are well trained in all phases of their respective duties. Coordinates staffing schedules, responsible for in-branch training and on-boarding of newly hired staff, provides ongoing coaching and guidance. Exercises direct supervision over assigned staff, ensures performance standards are met, compliance with company policies and procedures and completion of all daily branch operations. Opens and closes all types of new accounts and related products. Assists with a wide variety of client services, including consumer loan origination, serves as a safe deposit box attendant, performs notary public services, and processes outgoing wire transfers. Conducts maintenance, assists clients with requests, complaints, troubleshoots and resolves internal and external inquires, and resolves matters to client's satisfaction promptly. Performs branch opening and closing duties. Oversees/or completes daily branch balancing, vault transactions, vault reconcilement, coordination of cash shipment and deliveries, ATM balancing and replenishment. Functions as a teller as needed. Assists with completion of all monthly security audits and controls. Assists branch manager in attainment of all assigned goals; deposit, lending, investments, and ancillary products and services. May prepare weekly and monthly reports. Contributes to the implementation of promotional campaigns and product initiatives at the branch level. Maintains current knowledge of all bank products and services. Identifies cross sale opportunities and makes referrals in line with established procedures. Makes out bound calls to inform clients of maturing certificates, non-bank investments, and other related matters. Reviews and observes performance of staff as to their cross-selling techniques and coaches accordingly. Originates Home Equity products and may perform the closing of home equity loans. Must demonstrate the ability to effectively manage clients, and close loans in accordance with applicable regulations and Bank standards. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Represents the Bank through participation in various community and industry related activities. Participates in seminars and workshops as part of the Bank's community outreach and volunteer initiatives. EOE, including disability/vets

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: Reporting to the Head of Total Rewards, the incumbent is responsible for the efficient administration of full benefits program including medical, dental, vision, life insurance, supplemental benefit plans, 401k and pension plans. The incumbent manages the broker/vendors relationships, Bank's annual Open Enrollment process and is involved in determining the Human Resources benefits operating budget. ESSENTIAL FUNCTIONS: Benefits & Wellness Administration Administers health & welfare benefit plans, including self-insured medical/dental arrangements and life insurance claims. Conducts employee counseling and educational sessions on benefits and retirement plans. Ensures compliance with ACA and IRS reporting requirements; maintains documentation for measurement and stability periods. Manages the Bank's Wellness Incentive Program and contributes to annual wellness strategy development. Data Integrity & System Management Maintains accurate data within the Benefits platform of the HRIS system. Partners with the HRIS team to configure system changes, resolve issues, and implement benefits-related projects. Vendor & Financial Coordination Manages vendor relationships in alignment with Liberty Bank's risk management policies, including coordination through Venminder. Collaborates with Finance, legal counsel, and consultants to ensure accurate premium payments and monthly reconciliations. Resolves enrollment, billing, and file feed issues with vendors. Enrollment & Compliance Processes benefit elections, terminations, and qualifying event changes. Monitors carrier feeds (including COBRA) for accuracy and resolves discrepancies. Prepares and coordinates required forms and reports, including annual 5500 filings. Communication & Documentation Creates and distributes benefit materials such as open enrollment guides, SPDs, SBCs, SARs, and compliance documents. Responds to employee inquiries and facilitates problem resolution. Compensation & Leadership (considered a plus but not required) Experience with compensation structures, including salary bands and incentive programs, is a plus but not required. Familiarity with analyzing market data to support competitive compensation practices. Exposure to conducting salary reviews and recommending adjustments based on performance and market trends. Demonstrates leadership in managing teams and mentoring staff. Leads projects and makes strategic decisions during periods of change and uncertainty. dimensions: No. Employees: 850+ MINIMUM REQUIREMENTS: Bachelor's Degree in Human Resources Management preferred or equivalent work experience. Minimum of five years of experience in the administration, development, and implementation of medical benefit programs, including wellness programs and retirement plan administration, is required. Strong Microsoft Office skills required. Proficiency in Microsoft Excel (PivotTables, VLOOKUP/XLOOKUP, advanced formulas, etc…). Experience advising and counseling employees. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting and Standing COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

As part of the Retail Branch team, the Part-time/Full-time Seasonal Teller is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank while processing a variety of financial transactions and maintaining accuracy. The position will provide education about Ascend Bank sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client's needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards. This individual will be required to travel between all branch locations as needed. Responsibilities: Client Relationship Management: Greet clients warmly and provide assistance with banking transactions, including deposits, withdrawals, transfers, and check cashing. Accurately process a variety of routine banking transactions in accordance with bank policies and procedures. Assist clients with inquiries related to their accounts, provide information about bank products, and refer them to appropriate staff for more complex needs. Handle customer issues or concerns in a professional manner, escalating to a supervisor when necessary. Risk Management and Compliance: Follow all regulatory and compliance guidelines, including verifying client identification and adhering to internal security policies. Follow internal controls and procedures to ensure the accuracy of financial transactions and prevent fraud. Maintain an accurate cash drawer, balancing it at the beginning and end of each shift. Ensure the correct amount of cash is available for transactions. Development and Training: Work closely with other team members to achieve branch goals and provide seamless client experience. Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates. Participate in daily jumpstarts with staff, planning relevant topics to share and discuss. Perform other duties as assigned. Digital Literacy: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching, learning, and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research DUTIES SUPERVISED: N/A POSITIONS SUPERVISED: N/A EXPERIENCE: 2 years (minimum) high school and teacher or guidance counselor recommendation. EDUCATION: No high school degree required. Bilingual proficiency (English/ Spanish) is considered a desirable attribute. PHYSICAL REQUIREMENTS: Must be able to stand for extended periods. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

Function: The Facilities Manager is an administrative role responsible for the maintenance and overall functionality of all bank properties, both leased and owned, including branches, subsidiaries offices, operations center, and other real estate. This role covers all, but not limited to, retail, back-office, and corporate workspaces. This role focuses on coordinating vendors for larger maintenance tasks while overseeing both large and light maintenance duties. There will be occasions when the manager is expected to perform light maintenance work. The Facilities Manager also ensures compliance with all applicable local, state, and federal regulations. Key Responsibilities: Facilities Maintenance & Asset Management (Light Duty): Maintain inventory, records and schedules for the Bank's major fixed assets, including but not limited to HVAC systems, fire suppression systems, vehicles, and other assets. Coordinate vendors for larger maintenance and repair tasks, ensuring timely and effective completion of work. Manage vendors to balance competitive pricing with quality work and meet cost control initiatives. On occasion, handles light maintenance duties such as shoveling, sanding, replacing light bulbs, moving boxes/deliveries, building maintenance as needed, coordinating deliveries, repairing workstations, and other minor repairs across all facilities. Vendor Management: Administer contracts, bids, and RFP processes for services such as mechanical, electrical, plumbing, safety, and janitorial. Manage these processes to control costs and ensure quality service. Oversee vendor management processes, ensuring compliance with the Bank's Vendor Management Program. Conduct invoice validation and contract reviews to ensure vendors adhere to deliverables and service level agreements. Build and maintain strong relationships with vendors, coordinating larger tasks and ensuring regular performance reviews. Process and validate invoices for scheduled services through the Banks accounts payable platform (Banktel) Facilities Operations (Onsite): Manage relationships for contractors handling landscaping, plowing, cleaning, HVAC, branch equipment, and general maintenance. Serve as the onsite point of contact when necessary. Support property/facility budget development and manage operating and capital expenditures. Develop long-term capital expenditure forecasts and collaborate with Finance to schedule major projects.. Ensure the professional appearance and smooth operation of all workspaces, including retail locations, through daily oversight. Appearance should conform to the Bank's Brand Standards. Work with office managers and other leaders to ensure they are monitoring property on a daily basis. Safety & Compliance: Ensure compliance with all safety and security protocols and local, state, and federal regulations. Attends the Health and Safety Committee meetings. Conduct monthly branch/ office/ property maintenance reviews onsite to identify and address any safety concerns or other issues in a timely manner. Emergency Support & Light Maintenance: Be available for after-hours emergency support related to property or facility issues. Perform light maintenance duties, coordinating vendors for larger or more complex tasks. Additional Responsibilities: Perform invoice validation against contracts and ensure accurate and timely reporting for facility budgets. Facilitate contract and relationship performance reviews with internal stakeholders from Retail, Operations, and Technology. Handle any other duties as assigned. SKILLS REQUIRED: Strong analytical, problem-solving, and decision-making skills demonstrating sound judgement. Proven self-starter that demonstrates strong initiative and positive attitude. Organization, time management, prioritizing and the ability to handle a complex, varied workload. Relationship management experience. Exhibits a strong client service mindset and focus orientation. Excellent interpersonal, verbal and written communication skills. Effective project management and leadership abilities, capable of managing multiple projects and tasks. Space planning, move coordination, and/or workplace solutions experience. Basic knowledge of property appraisal and leasing; and Demonstrated knowledge in commercial real estate, project management, building/facility maintenance, and property management DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research Functions Supervised: None List of Positions Supervised: None Basic Knowledge and Training Required for Maximum Proficiency: Work requires Five or more years of experience in facility/property coordinator and knowledge of basic repair techniques and familiarity with household and business maintenance issues. Physical Requirements: Ability to lift up to seventy-five pounds required. Maybe required to work in seasonal elements, as necessary. Experience required: Five plus years or equivalent of property/facility experience in a non-financial industry. Minimum three years contract and vendor experience. Judgement and Initiative: Responsibilities may require some degree of conceptual thinking and/or individual research in the formulation and maintenance of the 3-5-year Facilities plan. Independent Action: Individual must be capable of working independently, managing priorities, and making decisions. Consulting with supervisor only when clarification, interpretation or exception to bank policies may be required. Accountability: Duties involve collaborating with contractors and may have an impact on the working bank environment, affecting staff conditions. Will be required to ensure integrity of Ascend Bank assets whenever necessary, including, but not limited to, times of emergency such as natural and unnatural disasters (fires, floods, hurricanes, etc) Interrelationships: Deals with bank personnel and acts as a bank representative with outside vendors. Considerable discretion, resourcefulness, negotiation, and persuasiveness may be required. INTERPERSONAL SKILLS: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating (changing behavior), influencing, or training others. External contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and sell ideas or services to others. INDEPENDENT JUDGMENT: Diversified procedures, specialized job standards, and specific policies limit the latitude permitted for independent judgment. Decision-making requires analytical ability, judgment, and ingenuity. There is a moderate amount of discretion available in the job, often with more than one approved course of action. Decision making occurs in pre-authorized operational areas and is normally reviewed by supervisor prior to action, but more involved actions often take the form of recommendations. MENTAL PROCESS: Problems encountered are complex, requiring analysis of data; weighing the outcomes of a decision. Problems are similar in nature, with previous precedent to draw upon. The job performs interpersonal, analytical, or organizational activities which the general population would be able to perform with advanced or specialty training. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment. SUMMARY OF THE JOB: Liberty Bank is seeking a visionary and results-driven executive to lead the enterprise-wide strategy, implementation, optimization, and governance of the Workday platform. This role will ensure Workday is leveraged as a strategic enabler of enterprise-wide operational efficiency, digital transformation, and exceptional employee experience across the organization. The VP will have proven experience leading enterprise Workday programs in banking or financial services, providing executive oversight, strong program governance, change management, cross-functional collaboration, and long-term strategic direction and execution for Workday within Liberty Bank ESSENTIAL FUNCTIONS: Strategic Leadership & Vision Serve an overall program lead for Workday implementation and continuous improvement Develop and execute a comprehensive Workday strategy aligned with Liberty Bank's digital roadmap, workforce planning, and operational goals. Define and drive the vision for Workday as a unified platform for HR, and operational excellence. Serve as a thought leader in enterprise HRIS transformation, identifying opportunities to enhance business performance through Workday capabilities. Partner with Human Resources, Risk, Finance and IT leadership to ensure Workday capabilities support strategic workforce and overall financial goals. Enterprise-Wide Governance & Execution Manage scope, budget, resources and risk across all Workday modules in this multi-phase program, including but not limited to HCM, Payroll, Compensation, Talent Management, Recruiting, and Financials. Establish program governance frameworks to manage priorities, resolve cross-functional challenges, and ensure accountability across departments. Ensure alignment with enterprise architecture standards, security, and data governance policies. Lead steering committees and report to senior executives on program status, risks, and value realization. User Experience Enhance both frontline and end-user interactions by continuously optimizing reporting tools and feature functionality, ensuring alignment with industry best practices and evolving business needs. Dedicated Focus & Accountability Serve as the executive sponsor and champion for Workday initiatives, ensuring alignment with enterprise-wide strategic priorities. Define and monitor KPIs to measure adoption, engagement, data integrity, and ROI. Promote a data-driven culture by enabling actionable insights through Workday analytics and dashboards. Cross-Functional & Vendor Management Act as the primary liaison between Liberty Bank and Workday, implementation partners, system integrators, and third-party vendors. Manage vendor relationships, contracts, and performance to ensure delivery of value and alignment with business needs. Drive collaboration across HR, Finance, IT, Risk, Compliance, and Operations to maximize Workday's enterprise impact. Risk Management & Change Enablement Identify and mitigate risks related to Workday implementation, including data privacy, regulatory compliance, and system integration. Lead change management strategies to drive user adoption, engagement, and organizational alignment. Establish training, support, and continuous improvement programs to ensure Workday remains a high-value asset. Establish change control processes to align with current Liberty Bank risk management and internal governance standards. Minimum knowledge/skills: Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field is required; a Master's degree is preferred. Minimum of 10 years of experience in Workday program management and implementation and system administration. Strong understanding of HR processes across talent acquisition, core HR, payroll, performance management, learning, and compliance. Advanced skills in HR data analytics, reporting, and visualization tools Experience in Banking, Financial Services or other Regulated Industries. Excellent leadership, facilitation, communication, program management and stakeholder engagement skills. Experience managing system integrations and migrations. PHYSICAL REQUIREMENTS: General Office Equipment Keyboard Dexterity Prolonged Sitting COMPLIANCE: Acts affirmatively in all activities under his/her control in conformance with the Bank's Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank's goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status. Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

FUNCTION: The BSA Analyst II will perform Bank Secrecy Act, Anti-Money Laundering and Combatting Financing of Terrorism (BSA/AML/CTF) related monitoring of the Bank's clients and their transactions in order to ensure adherence to State & Federal regulatory compliance regarding the Bank Secrecy Act, USA Patriot Act, OFAC and related laws. This position works closely with the BSA Officer to meet all regulatory requirements as well as the Bank's BSA objectives by bringing a systematic, disciplined approach to the BSA process. The work involves monitoring, investigating, and analyzing Bank clients and their transactions via report review, enhanced due diligence review and data mining using the Bank's BSA software programs and through communication with Bank staff. The use of tact, discretion and judgement is required to maintain the confidentiality of sensitive information. The BSA Analyst II also provides support with the Bank's Fraud monitoring and prevention programs. GENERAL DESCRIPTION OF DUTIES: Automated Alert Analysis - responsible for reviewing, analyzing, and determining the appropriate disposition of alerts generated by the Bank's AML software; identify possible suspicious activity for further investigation and raise to the appropriate level of oversight; document alerts with concise, yet thorough, summaries outlining relevant details to support a final outcome. Recommend to the BSA Officer any enhancements to the AML software settings to ensure appropriate monitoring and detection of suspicious activity is performed. Activity Analysis - analyze transaction history to identify unusual activity; analyze potentially suspicious activity of clients and non-clients; analyze system generated reports for suspicious activity and for patterns to detect trends that present illegal activity or fraud. Client and Account Monitoring - assist with identifying high and moderate risk clients in accordance with the Bank's Client Due Diligence Program. Perform ongoing monitoring of clients and account activity of higher risk clients in accordance with the Bank's monitoring schedule; document findings and determine the need for further investigation; monitor various reports. Regulatory Reports - Ensures accurate completion of Currency Transaction Reports (CTRs) to be filed by the BSA Officer utilizing the AML software. Assists BSA Officer with filing CTRs with FinCEN. Summarizes suspicious activity to be discussed with BSA team to determine if Suspicious Activity Reports (SARs) need to be filed. Compiles necessary information to assemble SARs and 90 Day SAR Continuation Reviews. Assists BSA Officer with filing SAR and SAR Continuations with FinCEN. BSA Risk Assessment - compiles data for the annual review and update of the Bank's BSA Risk Assessment collaboratively with the BSA Officer. Bankwide BSA Support - assists the BSA Officer with Bank wide support to all staff as needed. Assists with dissemination of new regulatory or procedural guidance. Works collaboratively with all staff in the identification of suspicious activity. Bankwide BSA/AML/Fraud Training Program - assists the BSA Officer in conducting New Hire BSA training as well as providing other Bank wide BSA and Fraud-related training as needed. Client Information Program (CIP), Privacy, and ID Theft - assist with oversight of the Bank's CIP, Privacy, and Identity Theft Prevention programs. Audits and Exams - assist in the gathering of information requested for internal audits and regulatory examinations. ERM Functions - Serve as backup for BSA Officer and ERM Representative and assist with projects as needed. Assist Compliance Officer with conducting Compliance Reviews and other regulatory functions. Fraud Monitoring - provide assistance with conducting the Bank's Fraud Monitoring Program as needed. Training - Maintain proficient knowledge of applicable compliance statutes, regulations, and BSA-related trends by attending appropriate training and/or workshops presented by an accredited organization as required. Perform all other duties as assigned. FUNCTION SUPERVISED: None LIST OF POSITIONS SUPERVISED: None DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Information, data, and content Teaching, learning and self-development. Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research EXPERIENCE: One year to three years of similar or related experience. Experience and knowledge with research and analytics preferred. Possess the ability to efficiently navigate within various software applications. High level of organizational skills and strong interpersonal skills required. Ability to multi-task and prioritize daily activities and projects. EDUCATION: An associates or two-year degree, or equivalent. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility. INTERPERSONAL SKILLS: Courtesy, client service, and tact are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. INDEPENDENT JUDGMENT: Diversified procedures, specialized job standards, and specific policies limit the latitude permitted for independent judgment. Decision-making requires analytical ability, judgment, and ingenuity. There is a moderate amount of discretion available in the job, often with more than one approved course of action. Decision making occurs in pre-authorized operational areas and is normally reviewed by supervisor prior to action, but more involved actions often take the form of recommendations. MENTAL PROCESS: Problems encountered are somewhat complex, requiring analysis of data; weighing the outcomes of a decision. Problems are generally similar in nature, with previous precedent to draw upon. The job performs interpersonal, analytical, or organizational activities which the general population would be able to perform with advanced or specialty training. ORGANIZATIONAL IMPACT: Nominal Impact: Has little or no noticeable authority to make decisions that would impact the overall organizational goals and objectives and would have budgetary responsibilities. The impact of the job would not generally affect the services or product which an individual client would receive. Does not have budgetary responsibilities and is not authorized to make decisions that would commit or jeopardize company assets. ORGANIZATIONAL RESTRAINT: Limited supervision and inspection of work. Errors can be difficult to detect and resolve and/or the consequences of potential errors can be of significance. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

Responsible for developing and maintaining strong and profitable relationships with commercial clients and providing quality client service. Actively call on businesses in Ascend Bank's strategic lending area and eastern CT; effectively negotiate, structure and underwrite proposed loans in a timely manner and in alignment with the Bank's loan policy; obtain necessary approvals, close the loan and administer the client relationship. GENERAL DESCRIPTION OF DUTIES: Develop relationships with business owners, developers, lawyers, accountants, and real estate investors to develop new relationships as well as maintain satisfactory relationships with existing clients. Network to achieve continuous referral sources for the Bank. Work with the Business Banking Relationship Officers and with Branch Managers on joint calling efforts to cross sell various Bank products and services. Interview potential commercial loan clients, quote rates and terms, obtain the necessary information to underwrite the loan request, properly assesses the request and structure the loan in conformance with Loan Policy. Actively involved in the loan review of the existing portfolio to ensure credit quality and recommends any upgrades or downgrades to loans. Works one on one with credit analysts on completing loan offering memorandums or providing information as needed for accurate underwriting. May at times need to underwrite commercial loan requests. Presents loan to appropriate loan authority level. Originate new loans, fee income and deposit relationships. Recognize and support cross selling opportunities for additional services including cash and wealth management. Works with the Commercial Loan Servicing Representative to ensure all loan documentation is accurate, attends loan closing and ensures all follow up documentation is received. Evaluate potential client loan requests and make loan recommendations to management. Participate with Senior Credit Risk Manager on underwriting matters. Perform other duties as required. Completes all required compliance training as assigned in a timely manner. LEADERSHIP PHILOSOPHY: Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success. Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making. Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research EXPERIENCE REQUIRED: Five to eight years of relevant commercial lending and/or commercial real estate lending experience in a bank setting. SBA Lending experience would also be a plus. EDUCATION REQUIRED: A college degree or equivalent work experience. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

As part of the Retail Branch team, the Part-time Universal Banker-Float is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships while processing a variety of financial transactions and maintaining accuracy. The position will provide education about Ascend Bank sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client's needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards. This individual will be required to travel between all branch locations as needed. Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients, local businesses, and community organizations through in person and planned appointments. Open new accounts, including checking, savings, and other deposit accounts. Assist with account maintenance, such as updates, closures, and changes. Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable. Risk Management and Compliance: Ensure compliance with all banking regulations, policies, and procedures. Implement effective risk management practices to safeguard the bank's assets and reputation. Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud. Performance Monitoring and Reporting: Contribute to the overall operational efficiency and success of the branch. Utilizing CRM platform to capture client interactions to create opportunities for relationship building, process improvement, and operational efficiency. Perform other duties as assigned. Development and Training: Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience. Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates. Participate in daily jumpstarts with staff, planning relevant topics to share and discuss. Digital Literacy: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching, learning, and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research DUTIES SUPERVISED: Branch Sales and Service, Branch Operations, Safe Deposit POSITIONS SUPERVISED: N/A EXPERIENCE: One to three years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint. EDUCATION: A high school education or GED. Bilingual proficiency (English/ Spanish) is considered a desirable attribute. PHYSICAL REQUIREMENTS: Must be able to stand for extended periods. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

The Loan Servicing Operations Manager (the “Servicing Manager”) is a transformational leader responsible for the strategic oversight, continuous improvement and performance of the Bank's Commercial, Residential and Consumer Loan portfolios. This role is pivotal in reshaping the loan servicing culture, optimizing technology, and driving operational excellence. The manager will lead a dynamic team, ensuring full compliance with regulatory requirements and internal policies, while fostering a culture of innovation, accountability and professional development. This individual is a change agent - energizing the team, enhancing employee engagement, and creating clear pathways for career growth. The Servicing Manager will leverage available technology to promote a data-informed, process-driven environment, and will streamline operations, mitigate risk, empower decision-making, and elevate both employee and customer experiences. GENERAL DESCRIPTION OF DUTIES: Strategic Growth & Transformation Develop and execute a strategic roadmap for loan servicing aligned with organizational goals Lead cultural transformation initiatives to build a high-trust, high-performance environment Champion innovation and continuous improvement across all servicing functions, including inbound/outbound customer service, lien and title administration, escrow account management and tax document preparation Align servicing operations with broader digital transformation efforts Employee Engagement & Talent Development Overhaul employee culture to promote engagement, retention and career advancement Set clear goals and expectations; Implement structured development plans, mentorship opportunities and recognition strategies Lead and cultivate a culture of curiosity, innovation and continuous learning, encouraging team members to challenge the status quo and propose improvements Promote a growth mindset and foster a collaborative, inclusive and high-performance work environment Build a talent pipeline through succession planning and cross-functional exposure, eliminating single points of failure in knowledge, systems access and process execution Operational Excellence & Compliance Ensure timely, accurate and compliant servicing of all loan portfolios; memorialize legacy knowledge while simultaneously identifying gaps, inefficiencies, and areas requiring immediate stabilization Maintain expert-level knowledge of regulatory frameworks (RESPA, TILA, Homeowners Protection Act, etc.) and ensure team adherence to all compliance, audit, and policy requirements Establish comprehensive documentation of all loan servicing processes, systems and procedures to ensure operational continuity and create a sustainable knowledge base for the team Lead procedural redesign by evaluating current-state operations and systematically redesigning workflows to enhance efficiency, , audit readiness , risk mitigation, and scalability Collaborate with internal audit, compliance and legal to proactively address findings; lead related control initiatives Technology Optimization & Innovation Maximize use of existing platforms (e.g., Jack Henry Silverlake, Abrigo, Confluence, SharePoint) Identify and implement automation opportunities to improve efficiency, accuracy and customer satisfaction Serve as a business lead on technology projects to guide and implement change initiatives, ensuring servicing needs are prioritized Stay abreast of industry trends and emerging technologies to maintain a competitive edge Data-Driven Decision Making Establish and monitor SLAs and KPIs to measure performance and identify opportunities for improvement, growth and advancement Integrate analytics into daily operations to inform decisions and drive strategic initiatives Lead initiatives focused on scalability, efficiency and service delivery optimization Customer Experience & Quality Assurance Ensure exceptional service through timely and empathetic customer interactions Monitor quality control metrics and implement corrective actions to enhance service delivery and customer satisfaction Balance operational rigor with a customer-first mindset Cross-Functional Collaboration Act as a strategic liaison between loan servicing and departments such as Call Center, Retail Banking, Accounting, Asset Recovery, Compliance, and Technology Represent the department in audits, committees, and enterprise-wide initiatives FUNCTIONS SUPERVISED: Direct supervision of Commercial, Mortgage, and Consumer Loan Servicing Specialists/Representatives Oversight of post-closing loan system setup and all servicing functions Support training and development of Retail, Customer Contact Center and Special Assets teams LIST OF POSITIONS SUPERVISED: Loan Servicing Operations Support Analysts I, II, III. Opportunity for further team growth and development of leadership or supervisory roles. DIGITAL LITERACY, SKILLS & COMPETENCIES: Motivational leadership and strategic thinking Proficiency in data analysis, digital tools and banking platforms Ability to evaluate and implement emerging technologies Excellent communication and stakeholder management abilities Strong analytical and problem-solving skills; able to use data to drive decisions and improve processes Technical proficiency in core banking systems, Microsoft Office Suite and project management tools EDUCATION REQUIRED: Bachelor's degree required. EXPERIENCE REQUIRED: 8+ year's progressive experience in loan servicing or lending operations Proven track record of leading teams and transforming legacy operations into well-documented, optimized and scalable processes Strong understanding of regulatory compliance, lending operations and servicing best practices, including investor requirements Experience managing cross-functional projects and collaborating with software vendors LEADERSHIP PHILOSOPHY: Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success. Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making. Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

As part of the Retail Branch Management team, the Branch Manager is accountable for the overall performance of the assigned branch(es). Priorities include meeting branch revenue, expense and market share goals (loans, deposit and fee-based services and debit card reward program). The position requires strong leadership ability in the areas of client experience, employee development and retention, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards. Responsibilities: Strategic Leadership: Develop and implement strategic plans to drive business growth and achieve financial targets. Lead and motivate Assistant Branch Manager and staff to exceed performance goals and deliver exceptional Client service. Foster a positive and collaborative work environment that encourages teamwork and professional development. Client Relationship Management: Build and maintain strong relationships with Clients, local businesses, and community organizations through preset outside business appointments with prospective and existing clients. Collaborate with branch staff to develop relationship building strategies to ensure goal attainment and maximum satisfaction. Address Client inquiries, concerns, and escalations in a timely and professional manner. Risk Management and Compliance: Ensure compliance with all banking regulations, policies, and procedures. Implement effective risk management practices to safeguard the bank's assets and reputation. Conduct regular audits and reviews to identify potential areas of risk or non-compliance and implement corrective actions as needed. Performance Monitoring and Reporting: Monitor branch performance metrics and key performance indicators (KPIs) to track progress towards goals. Prepare regular reports for senior management highlighting achievements, pipelines, challenges, and opportunities. Utilizing CRM platform to capture client interactions, analyze data to identify trends and opportunities for relationship building, process improvement, and operational efficiency. Staff Development and Training: Provide leadership and guidance to Assistant Branch Manager and staff, fostering a culture of continuous learning and development. Identify training needs and coordinate training sessions to enhance employee skills and knowledge. Conduct regular performance evaluations and provide constructive feedback to support career growth and development. Community Engagement and Outreach: Represent the bank at community events, local business associations, and civic organizations to promote our brand and build relationships. Identify sponsorship and partnership opportunities that align with the bank's values and strategic objectives. Lead or participate in community service initiatives and volunteer activities to demonstrate our commitment to social responsibility. Management Philosophy Demonstrate high emotional intelligence by managing interpersonal relationships judiciously and empathetically; recognize team members' needs, manage stress effectively, and resolve conflicts constructively. Embrace a servant leadership approach by putting employees and clients first, empowering team members to make decisions, and removing obstacles to help them succeed. Empower individuals through leading by example, fostering a culture of honest feedback, active listening, and open communication, and encourage learning, adaptability, and innovation. Digital Literacy: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills: Information, data, and content Teaching, learning, and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research DUTIES SUPERVISED: Branch Sales and Service, Branch Operations, Safe Deposit POSITIONS SUPERVISED: Assistant Branch Manager, Senior Universal Bankers, Universal Bankers. EXPERIENCE: Three to five years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint. EDUCATION: A two-year college degree or completion of a specialized course of study at a business or trade school. Bilingual proficiency (English/ Spanish) is considered a desirable attribute. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

Solicits residential loan applications by calling on and maintaining contacts with real estate agents/brokers and residential real estate builders/developers, contacting potential applications, and being active and visible in the community. Interviews residential real estate loan applicants, completes applications, forwards to Mortgage Processing and works with processing team to close loan in timely manner. Ensures exceptional client service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements. RESPONSIBILITIES : Primary: Establishes and implements on-going sales call program directed toward developing relationships with realtors, builders, lawyers, accountant and business owners to ensure a continuous reference source for mortgages and loans. Handles inquiries from applicants and bank personnel, interview potential clients, take a complete application and set proper expectations with client (incl. referral source) regarding loan application process. Maintain high level of client service by clearly communicating terms of loan options, follow up, and availability to answer questions Compiles and analyzes data for residential real estate loan requests. Evaluates loan applications and documentations for credit worthiness Outlines loan terms and conditions and informs the borrower of loan commitments. Prepares residential loan packages in accordance with bank standards. Effectively utilize Pipeline management to properly track and effectively manage loans on a daily basis. Keeps management apprised of competitive product, pricing and marketing activities. Makes recommendations to the Residential Mortgage and Consumer Loan Manager to update or add to residential loan products, terms and conditions on a case-by-case basis. Resolves client complaints. Conducts meetings and seminars with realtors and other groups with the aim of cultivating relationships Takes part in the planning and presentation of seminars pertinent to existing and potential Bank clients, i.e. First Time Homebuyers Program. Participates in civic functions in the Bank's assessment area to create community awareness about the bank. Performs other duties as assigned. Completes all required compliance training as assigned in a timely manner LEADERSHIP PHILOSOPHY: Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success. Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making. Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research BASIC KNOWLEDGE & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY: Work requires knowledge of a specialized field, and extensive knowledge of the bank's policies and procedures, as well as general banking knowledge. Fluency in Spanish is preferred but not required. EXPERIENCE: Three years to five years of similar or related bank lending experience, with strong selling and sales organization experience. EDUCATION: A two-year college degree or completion of a specialized course of study at a business or trade school. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

As part of the Retail Branch team, the Part-time Universal Banker-Float is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships while processing a variety of financial transactions and maintaining accuracy. The position will provide education about Ascend Bank sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client's needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards. This individual will be required to travel between all branch locations as needed. Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients, local businesses, and community organizations through in person and planned appointments. Open new accounts, including checking, savings, and other deposit accounts. Assist with account maintenance, such as updates, closures, and changes. Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable. Risk Management and Compliance: Ensure compliance with all banking regulations, policies, and procedures. Implement effective risk management practices to safeguard the bank's assets and reputation. Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud. Performance Monitoring and Reporting: Contribute to the overall operational efficiency and success of the branch. Utilizing CRM platform to capture client interactions to create opportunities for relationship building, process improvement, and operational efficiency. Perform other duties as assigned. Development and Training: Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience. Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates. Participate in daily jumpstarts with staff, planning relevant topics to share and discuss. Digital Literacy: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching, learning, and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research DUTIES SUPERVISED: Branch Sales and Service, Branch Operations, Safe Deposit POSITIONS SUPERVISED: N/A EXPERIENCE: One to three years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint. EDUCATION: A high school education or GED. Bilingual proficiency (English/ Spanish) is considered a desirable attribute. PHYSICAL REQUIREMENTS: Must be able to stand for extended periods. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V