Investment banker jobs in Syracuse, NY

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Syracuse,NY $21.92 - $32.69 / hour

Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.

The Financial Aid Service Center Tech Specialist position serves as the first point of contact for interdepartmental staff and both prospective and current students, with focus on the financial aid needs of students. Performs specialized clerical and technical duties related to processing and storing information for student financial aid programs. Provides technical assistance and information to students, staff and the public. MAJOR RESPONSIBILITIES * Assists students with the financial aid process, from start to finish, aligned with best practices in customer service. * Assists students and families with all questions, related to the financial aid process, including follow-up as needed and when prudent. * Explains the different types of financial aid programs, processing procedures, and interprets policies of the funding organizations as well as SAP eligibility, requirements for program qualification and compliance, and program options so that students make informed decisions about their obligations. * Instructs students in correct procedures for completion of forms and applications, special requirements and restrictions, and supporting documentation such as tax returns, income and housing verifications, and transcripts. * Reviews completed forms for accuracy and completeness. * Performs basic troubleshooting of problems associated with financial aid accounts, student status, and computer-aided files. * May prepare standardized correspondence for/to students, verifying status and other information. * Under the direction of the AVP of Enrollment Services, develops and independently implements new or revised goals and objectives for the Financial Aid Service Center. * Collects and submits any student feedback regarding the services provided by the Financial Aid Service Center to AVP of Enrollment Services, to create strategic plans for the advancement of the Center and to continue to evolve to best meet the needs of students and families. * May help to evaluate the effectiveness of Financial Aid Service Center to develop and implement improved methods. * Confers with and advises staff, students and others to provide technical advice, problem solving assistance, answers to questions regarding goals and policy interpretations; refers to appropriate department or person when unable to respond. * Performs continued research/training on best practices, related to financial aid, including changes in local, state and federal regulations as well as continual learning in the area. * Maintains innovative means of assisting students through the process of financial aid and is instrumental in creating ways to improve student retention/completion efforts. * Participates in cross-departmental functions, throughout the college community, at times outside of normal business hours. * Interacts and maintains liaison with students, faculty, staff and outside/community agencies in facilitating department objectives. * Other duties as assigned within scope of the position. Requirements: MINIMUM QUALIFICATIONS * Associate's degree from a regionally accredited college, university or foreign equivalency * At least 3 years of experience working in a high paced customer service-related environment where multi-tasking is necessary PREFERRED QUALIFICATIONS * Bilingual in English and Spanish. English and another language will be considered. KNOWLEDGE, SKILLS & ABILITIES * Knowledge of issues pertaining to student service/enrollment functions. * Knowledge of best practices in customer service. * Knowledge of organizational practices. * Ability to learn about and use the tools necessary to support the financial aid needs of students. * Ability to work independently in an effective and efficient way. * Ability to effectively communicate orally and in writing. * Demonstrated skill and ability with technology, including software applications. * Ability to effectively work with others to create a welcoming and supportive environment for students. * Requires exceptional human relation skills to relay information, exercise patience when dealing with students and staff, resolve confrontations, and convey a positive image for the Financial Aid Service Center and OCC. * Ability to work efficiently in a high demand, team-oriented, and fast paced environment. * Knowledge of conflict resolution techniques and the ability to manage stressful situations. * Ability to lead and manage projects. Additional Information: * CSEA position grade 7, anticipate salary is $48,528. Person hired for the position must meet the minimum qualifications listed here as this hire is approved through Onondaga County Civil Service. * Onondaga Community College offers a generous and competitive benefits package including: * New York State Local Retirement System (pension) * Excellent health, dental, and vision insurance plans * Onondaga Community College participates in the Public Service Loan Forgiveness program for eligible borrowers. Application Instructions: * Please submit resume and cover letter to be considered. * Three professional references are required, at least one of which must be a current or former supervisor. Finalists will be notified prior to references being contacted. Please contact ************** for questions.

Job DescriptionDescription: Finance Associate Full-time • Fully-Remote Performance Systems Development (PSD) is seeking a Finance Associate who not only excels in day-to-day accounting and accounts receivable operations, but also has a passion for data, systems, and process improvement. This role is ideal for someone who enjoys digging into numbers, building smarter workflows in Excel and QuickBooks Online, and helping evolve a growing Finance function through thoughtful analysis and reporting. In this role, you will balance essential accounting responsibilities with opportunities to drive insight, efficiency, and innovation across the department. What You'll Do Financial Reporting & Data Analysis Prepare and deliver accurate, complete, and timely monthly financial reporting for internal stakeholders. Analyze financial data to identify trends, discrepancies, or opportunities for improvement. Build and refine Excel-based reports, templates, and dashboards to support leadership decision-making. Support deeper department-wide data needs by collecting, cleaning, organizing, and interpreting financial and operational data. Accounts Receivable & Core Accounting Operations Prepare and issue accurate and timely customer invoices, coordinating with colleagues to ensure completeness. Track invoice status, follow up on outstanding items, and resolve discrepancies with clients or internal partners. Enter, review, and reconcile bank deposits and transfers to maintain alignment with accounting records. Assist with collection efforts in a professional and customer-centered manner. Systems, Process Improvement & Automation Actively use QuickBooks Online and related tools to streamline accounting workflows. Recommend new methods, tools, or automations to increase accuracy and efficiency. Help test and implement enhancements to financial systems, reporting formats, and data processes. Prepare supporting schedules, records, and reports for internal and external audits. This position reports to the VP of Finance and plays a key role in ensuring PSD's financial transactions are recorded accurately and timely, while also bringing forward new ideas, analytical insights, and a mindset of continuous improvement. About PSD Performance Systems Development is a national leader in building science and energy efficiency. Since our founding 25 years ago, we've grown to 100+ employees who are passionate about delivering creative, meaningful solutions that advance how buildings use energy. Our work centers around: High-impact energy efficiency programs that improve building performance. Workforce development and industry training. Innovative software solutions that manage and analyze energy efficiency data. What You Bring Associate's degree in Accounting, Finance, or a related field, or equivalent work experience. 1-2 years of experience in accounting or other data-intensive operations, with comfort collecting, cleaning, uploading, and interpreting data. Demonstrated proficiency using accounting systems (QuickBooks Online strongly preferred). Advanced computer skills, including a strong working knowledge of Microsoft Excel (functions, formulas, pivot tables, etc.). Curiosity and enthusiasm for learning new technologies, adapting to updates, and improving processes through automation or system enhancements. Strong attention to detail, organization, and accuracy. A collaborative spirit and desire to contribute to a Finance team that prioritizes accuracy, transparency, and continuous improvement. Additional Details Physical Demands: Frequent computer use requiring periods of sitting and close audio-visual concentration. Work Environment: Office work performed in a collaborative environment with a high degree of independence. Travel Requirements: No travel required for this position. Compensation & Benefits Salary: Competitive, commensurate with education, qualifications, and experience. Benefits: Health Insurance, 401K savings plan, Life Insurance, Long-Term Disability Insurance, Flexible Spending Accounts, Paid Holidays, Unlimited Sick Leave, Paid Parental Leave, and a Paid Benefit Time program. How to Apply Interested candidates should apply directly. PSD is not accepting applications from recruiters, 3rd party agencies, or outsourcing firms. Learn more about us at ********************* Diversity & Inclusion PSD strives to create a diverse and inclusive workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status or any other status protected by law. Performance Systems Development is an Equal Opportunity Employer. Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Requirements:

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $24.15- $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 02/20/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

Here at SFCU we define our culture as one of GROWTH . Growing our member, growing our employee, and growing our organization. This position is a great opportunity to join our innovative and growing SFCU team! Providing service and support, you will have the opportunity to build relationships with both members and potential members. Through engagement, you will be creating a valuable experience as you analyze information to identify needs and offer our products and service solutions. In this role you are sure to feel a sense of satisfaction in assisting our members and potential members to achieve their financial wellness goals. Position Summary: The Financial Service Representative handles more complex member service functions, offering in-depth financial education, and acting as a trusted resource for specialized account and loan needs. This individual consistently meets or exceeds current performance expectations, maintains a strong sales performance and actively engages in business development. The FSR is qualified to open/manage consumer and business accounts. Also, respond to a wide range of consumer lending inquiries, including home and business loan applications. This role is critical to ensuring exceptional member service, operational consistency, and team support. Pay Range: $22.30 - $27.87 per hour Key Responsibilities: Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance. Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans. Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements. Provide personalized financial education to members, promoting financial literacy and awareness of available products and services. Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions. Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues. Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement. Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success. Perform other related duties as assigned to support member needs and overall business objectives. Qualifications: Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance. Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans. Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements. Provide personalized financial education to members, promoting financial literacy and awareness of available products and services. Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions. Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues. Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement. Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success. Perform other related duties as assigned to support member needs and overall business objectives. Physical Requirements: Ability to remain in a stationary position for extended periods. Frequent standing, sitting, walking, and use of office equipment. May occasionally need to lift up to 25 pounds. Work Schedule: Full-time position with availability during all branch hours, including Saturdays. May be required to open or close the branch. Flexibility to travel to alternate branches when business needs arise. Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability .

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Midler Ave Branch; however, you will support all the branches within our Central NY Region which includes our Cicero, Deys and South Crouse Branch locations. WHAT YOU'LL DO * Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals * Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach * Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution * Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals * Build new relationships through Community/Foundation involvement and existing member referrals * Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members * Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance * Demonstrate vigilance in detecting and reporting fraud or irregular activities * Ensure compliance with all applicable policies, procedures, and regulatory guidelines * Achievement of goals and objectives provided by management LET'S TALK IF YOU * Have an Associates degree preferred, or combination of equivalent education and experience * Have one to two years of branch banking experience * Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions * Are Proficient in Microsoft Word and Excel * Have the ability to multi-task to meet or exceed minimum performance standards * Have effective verbal, written and listening communication skills * Have strong interpersonal skills * Have the flexibility to work out of any location at any time, as business needs dictate * Have the ability to lift at least 10 pounds and stand for long periods of time * TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Midler Ave Branch; however, you will support all the branches within our Central NY Region which includes our Cicero, Deys and South Crouse Branch locations. WHAT YOU'LL DO Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management LET'S TALK IF YOU Have an Associates degree preferred, or combination of equivalent education and experience Have one to two years of branch banking experience Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient in Microsoft Word and Excel Have the ability to multi-task to meet or exceed minimum performance standards Have effective verbal, written and listening communication skills Have strong interpersonal skills Have the flexibility to work out of any location at any time, as business needs dictate Have the ability to lift at least 10 pounds and stand for long periods of time TO THRIVE AT BROADVIEW YOU NEED Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. To be able to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

Pay Range: $17.50 - $22.43The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions preferred Previous customer service, sales and consumer lending experience preferred Skills and Abilities: Proficient reading, writing, communication and mathematical skills Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Unique Job Characteristics and Requirements: Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required) Tasks Performed: 45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager. 45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned which may include providing guidance and conducting training for other employees. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Job DescriptionJob Title: Relationship BankerLocation: Syracuse, NYHire Type: Direct HirePay Range: $22.82 - $24.82/hour Work Type: Full-time Work Model: OnsiteWork Schedule: Monday - Friday, 9am - 5pm Recruiter Contact: Luisa Beato | lbeato@imaginestaffing.net | 716-256-1286Nature & Scope:Positional OverviewDo you have a knack for customer service and communication? Join our client as a Relationship Banker to deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. You'll serve as a subject matter expert for members, create outstanding member experiences by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. Role & Responsibility:Tasks That Will Lead to Your Success Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management Skills & ExperienceQualifications That Will Help You Thrive Have an Associate degree preferred, or combination of equivalent education and experience Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient in Microsoft Word and Excel Have the ability to multi-task to meet or exceed minimum performance standards Have effective verbal, written and listening communication skills Have strong interpersonal skills Have the flexibility to work out of any location at any time, as business needs dictate Have the ability to lift at least 10 pounds and stand for long periods of time Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. To be able to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client • Collaborates effectively to get things done, building and nurturing strong relationships • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives • Is confident in identifying solutions for new and existing clients based on their needs • Communicates effectively and confidently and is comfortable engaging all clients • Has the ability to learn and adapt to new information and technology platforms • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) • Applies strong critical thinking and problem-solving skills to meet clients' needs • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Efficiently manages time and capacity • Focuses on results while acting in the best interest of the client • Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals • Six months of cash handling experience • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Camillus - 5345 W Genesee St - CAMILLUS COMMONS BC (NY7205), US - NY - Cicero - 5834 E Circle Dr - CICERO BC (NY7165), US - NY - Fayetteville - 6801 E Genesee St - 6801 East Genesee Street (NY7178), US - NY - Liverpool - 7610 OSWEGO RD - BAYBERRY BC (NY7162), US - NY - Syracuse - 1 Clinton Sq - Clinton Square (NY7161), US - NY - Syracuse - 2334 James St - EASTWOOD BC (NY7167), US - NY - Syracuse - 4732 Onondaga Blvd - Westhill (NY7177) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Full-time Description Who We Are: Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we're committed to exceeding expectations by delivering big bank technology with a personal touch. As a locally focused institution, our mission is to foster growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams. We operate five branch locations in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius, and take pride in offering a workplace culture grounded in our core values: Driven Towards Success Team Oriented Customer First Positive Attitude These values define who we are and how we work, both with each other and with the communities we proudly serve. Join our innovative team and be part of a company that's committed to delivering exceptional service, enhancing lives, and making a difference every day. Job Summary: The Relationship Banker is responsible for engaging customers to identify financial needs, recommending appropriate products and services, and supporting account openings, lending solutions, and sales initiatives. This role also includes processing transactions, maintaining compliance with bank policies, and contributing to branch operations and team collaboration. Essential Job Duties and Responsibilities: (Additional duties as assigned) Welcome and engage customers as they enter the branch, identifying both immediate and long-term financial needs. Provide tailored solutions to customers by recommending and completing the sale or referral of appropriate products and services. Conduct outbound calls focused on lead generation and participate in branch sales promotions as directed by management. Assist customers with opening personal and business accounts. The Relationship Banker must be proficient in offering and discussing a variety of consumer lending products, including Home Equity Lines of Credit, auto and recreational vehicle loans, personal loans, and credit cards. Follow up with all new account customers to ensure customer success and customer retention. Maintain through knowledge of Bank policies and procedures. Take ownership of account servicing and error resolution, resolving routine issues and escalating complex matters to a supervisor. Convert service interactions into sales or referral opportunities when appropriate. Assist in reviewing branch reports including Debit Card orders, Customer Source, Online Banking Enrollment, Stop/Hold Content, High Dollar Report, 3-10 Log, Large Currency Reports, and IRS Data Capture. Follow consumer guidelines for accurate new account handling and exception processing. Process a variety of retail and commercial transactions including deposits, withdrawals, loan payments, and check cashing. Verify endorsements and funds availability, issue receipts, and balance daily work in accordance with procedures. Maintain knowledge of procedures related to ATM settlement, foreign currency, night depository, reserve cash and coin maintenance, negotiable control, opening/closing procedures, cash ordering, and shipment handling. Ensure compliance with operational, security, and control policies to prevent fraud and protect customer assets. Demonstrate teamwork by assisting branch colleagues as needed and actively participating in branch team meetings. Supervisory Responsibilities: The Relationship Banker does not have direct reports but may assist in supervising staff during the absence of the Branch Manager. Required Experience and Education: High school diploma or GED required. Previous banking experience in a sales-oriented role is strongly preferred. Friendly, approachable, and professional demeanor with excellent relationship-building skills. Strong verbal and written communication abilities. Ability to work collaboratively and contribute as a team player. Flexible availability to work a rotating schedule, including Saturdays. Willingness to attend occasional after-hours meetings as needed. Ability to travel between branch locations when required. Comfortable adapting to changes in policies and procedures, sometimes on short notice. Must be a Notary Public or able to obtain Notary status within six months of hire. Equipment, Machines and Software Used: Basic Equipment and Machinery: Basic personal computer / keyboarding skills and perform basic word processing and data entry. Computer Software: Ability to utilize Windows Operating system, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and banking systems with the willingness to learn new software, as necessary. Physical and Mental Requirements: While performing the duties of this position, the Relationship Banker is regularly required to, stoop, kneel, crouch, reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions. The physical requirements of this position call for the ability to exert up to 30 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing work assignments, using a computer terminal, and/or extensive reading. Environmental Conditions: There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment. Benefits: Paid Time Off Medical, Dental and Vision Insurance Short-Term and Long-Term Disability Insurance Accident Insurance Flexible Spending Accounts Company Paid Life Insurance 401k with Matching (5%) Employee Stock Option Plan Tuition Reimbursement Opportunities For Advancement Employee Discounts The base pay range for this position is $23.00 - $26.00 per hour. Exact offers will be determined based on job-related knowledge, skills, and experience. Salary Description $23.00 - $26.00

Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone. Education and Experience: * High School Diploma or Equivalent * Minimum one year experience in related banking positions preferred * Previous customer service, sales and consumer lending experience preferred Skills and Abilities: * Proficient reading, writing, communication and mathematical skills * Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports * Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems * Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities * Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills * Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team * Proficient computer skills Unique Job Characteristics and Requirements: Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required) Tasks Performed: * 45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager. * 45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. * 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. * 5% Performs other duties as assigned which may include providing guidance and conducting training for other employees. Physical Requirements: * Communicate effectively with internal and/or external customers * Stationary 50% of time * Move about within or between locations * Bend, Twist, Crouch, Squat * Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: * Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. * Parental Leave: Six weeks of paid leave at 100% of your salary. * Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. * Dental and Vision Coverage: Ensuring your overall health and well-being. * Flexible Spending Accounts: For healthcare and dependent care expenses. * Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. * Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. * Voluntary Benefits: Including hospital, accident, and critical illness coverage. * Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. * Adoption Assistance: Supporting your growing family. * Tuition Reimbursement: Invest in your education and career growth. * Employee Assistance Program (EAP): Access to support and resources. * Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: * Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. * Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: * Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future * Paid Sick and Safe Leave: For your health and safety. * Employee Assistance Program (EAP): Access to support and resources. * Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

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

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

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED required * 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals * Ability to effectively ask questions and identify needs to improve the customer relationship * Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions * Demonstrated skills in using digital technology to support the delivery of business goals * Aptitude to problem solve and provide solutions to customer issues * Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Ability to work branch hours, which can include weekends and evenings * Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. * Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience * 1 year cash handling experience Hours and Work Schedule * Hours per Week: 40 * Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $24.15- $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion" Human Rights Campaign Corporate Equality Index 100 Award Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Military Friendly Employer