We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Job Title: VP, Commercial Relationship Manager
Job Status: Full Time
Job Location: Brooklyn, NY
Job Summary :
Responsible for expanding the Bank's commercial mortgage and small business loan portfolio by managing and growing profitable commercial lending relationships. Responsible for prospecting for new business and obtaining information from prospects on which lending decisions are made. Has significant lending authority and handles more complex loans.
Essential Functions:
1. Manage all lending activities including soliciting, pre-screening, underwriting, negotiation, and presentation of loan requests. Includes complex loans and loans requiring significant lending authority.
2. Determine loan feasibility by analyzing the financial condition, operating performance, and repayment ability of borrowers utilizing financial statements, collateral documentation, borrower interviews, and industry and economic data
3. Approve loans within established limits or refer loans to Loan Committee for review and approval
4. Develop and maintain lending and operating policies consistent with those established by the Bank
5. Actively manage client portfolio to maximize return and credit quality by continually monitoring asset and client performance and maintain ongoing contact with lending clients
6. Analyze customer financial product needs and provide appropriate banking solutions through cross-selling cash management and other Bank products to loan clients. Maintain knowledge of all Bank products and services.
7. Keep abreast of regulations and legislation, as well as, other political and policy making events that directly affect the Bank
8. Create and sustain relationships with local centers of influence, such as brokers, owners, CPA's, real estate attorneys and customers for the purpose of referrals. Build and maintain relationships with the community and civic groups and represent the Bank at related events.
9. Travel to business owner properties/locations for meetings
10. Performs walk-through inspections of commercial buildings and construction areas
11. Interpret technical data and reports based on environmental and appraisal information while assessing properties
12. Re-evaluate past commercial and building loans in terms of cash flow
13. Protect the Bank's assets and maintain quality of portfolio by adhering to lending processes, policies and procedures, legal and ethics requirements and regulations, audit requirements, and established risk guidelines
14. Compliance with all relevant Bank policies and procedures
Core Competencies:
Required:
1. Banking Product Knowledge - Understands the products and services available through the retail branch bank. Knows product features, understands marketplace, shares expertise with others.
2. Regulatory Knowledge - Understands the applicable federal, state, local and company-specific regulations, policies and guidelines affecting business practices
3. Productivity - Generates high levels of output. Consistently meets workload demands. Consistently meets deadlines. Efficient at multi-tasking and demonstrates organization skills. Strives for results and efficiency.
4. Analytical Skills - Ability to take large volumes of data and then analyze trends and produce a result. Ability to breakdown complex problems into simpler, more manageable components. Ability to gather all information necessary to solve a problem, recognize underlying issues based on data and trends, and organize all relevant information to provide insight and ideas on how to draw appropriate conclusions that will help the solve problem.
5. Accuracy/Attention to Details - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time.
6. Interpersonal Skills - Demonstrates behavior in alignment our Code of Conduct. Possesses a positive attitude and enthusiasm towards customer interactions, job duties and work performance. Is approachable, warm, friendly and open-minded. Is capable of adjusting communication style to effectively interact with both internal and external client.
Preferred:
1. Professionalism - Sets a good example in every aspect of work performance including behavior, appearance and communications. Interacts with colleagues and customers in a courteous and respectful manner. Possesses high ethical standards and maintains confidentiality when needed. Exhibits a positive professional impression through appropriate business attire in compliance with the company dress code. Demonstrates ability to withstand pressure and to remain calm in crisis situations.
Job Requirements :
Bachelor's Degree in Business, Finance, Accounting or related field required
Credit Training for continuous learning preferred
3+ years' experience in Banking or lending related fields required
Financial analytical and underwriting skills required
Proficient with Microsoft Office, particularly Word and Excel
**Northfield Bank is an Equal Employment Opportunity Employer M/F/Disability/Protected Veteran**
Salary Pay Range: $130K - 180K (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$130k-180k yearly Auto-Apply 6d ago
Looking for a job?
Let Zippia find it for you.
NB1577 - Portfolio Manager
Northfield Bank 4.3
Northfield Bank job in New York, NY
We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Job Title: Portfolio Manager
Job Status: Full Time
Job Location: Staten Island, NY
Job Summary:
Primary responsibility is to administer loans originated by the Commercial Loan Office focusing on maintenance of existing client portfolio, performing annual and quarterly reviews as needed, ensuring all loan payments are current, and initiating risk rating changes to existing loans. Customer contact will be required.
Responsibilities Include:
Monitor loan portfolio by examining loan repayment activities and financial condition of borrowing clients and take necessary action to prevent and/or reduce past due accounts
Maintain ongoing contact with lending customers to provide exceptional customer service, keep abreast of latest developments in customers' financial and business condition, and collect updated financial statements/documentation for renewals and reviews
Perform financial analysis of customers' financial statements for quarterly and annual reviews, including evaluating customers' ability to repay and making recommendations to management on structure of loan
Coordinate with the SVP in restructuring loans to control delinquency and minimize losses
Initiate discussion with area manager for possible risk rating changes to loans in portfolio due to positive or negative events/trends encountered
Assist in payment collection efforts, including maintaining updates to collection system records.
May participate in completion of analysis and applications for loan modifications, renewals and small new business loans
Partner with Lending Officers in business development efforts based on customer need
Maintains confidentiality of sensitive business and client information
Compliance with all relevant Bank policies and procedures
May require occasional travel for business meetings or training.
Job Requirements:
Bachelor's Degree in Business, Finance, Accounting or related field required
Credit Training for continuous learning preferred
3+ years' experience in Banking or lending related fields required
Financial analytical and underwriting skills required
Proficient with Microsoft Office, particularly Word and Excel
**Northfield Bank is an Equal Employment Opportunity Employer M/F/Disability/Protected Veteran**
Salary Pay Range: $100K - 115K (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$100k-115k yearly Auto-Apply 31d ago
Commercial Loan Officer/Relationship Manager
Walden Savings Bank 3.2
Montgomery, NY job
Walden Savings Bank is looking for just the right person who has proven success at creating and maintaining close relationships with customers and prospects involved in commercial transactions by facilitate sales through the structuring of creative and appealing loan products.
If you have a current book of business in the marketplace and a proven ability to develop banking products and services to meet customer needs, this may be the job for you!
Qualifications:
• Three to five years of experience in originating both C&I and CRE loans, both owner occupied and non-owner occupied.
• Underwriting knowledge, from origination to loan closing and construction draws.
• Strong consultative sales skills.
• Excellent communication skills (written, verbal, listening).
• Ability to handle multiple priorities and produce results.
• Ability to work independently as well as part of a team.
• Creative/innovative problem solver.
Walden Savings Bank values excellent Customer Service, Teamwork, Communication, Belonging within a Community, Pride in all we do, and a Sense of Security from contributing within a business that has been running profitably since 1872. If these are your values too, please email your cover letter and resume to ************************.
Walden Savings Bank takes affirmative actions as an equal opportunity employer to attract, promote, and retain the most fully qualified candidates. d/v/f/m
$49k-63k yearly est. Easy Apply 60d+ ago
Branch Team Lead
Walden Savings Bank 3.2
New Windsor, NY job
Join our Team! We're seeking a customer-focused Branch Team Lead to support daily branch operations while delivering exceptional service. This role performs both teller and platform functions, supports cash management, and assists with training and development of teller staff.
Reports to: Assistant Branch Manager
Branch Hours
Monday - Thursday 8:30 am - 4:30 pm
Friday 8:30 am - 5:00 pm
Saturday 9:00 am - 1:00 pm
Pay Information
The annual salary range for this role is $24.31 - $28.60 per hour, negotiable based on years of experience, skill set, qualifications and other relevant factors.
Incentive compensation is available based on bank and individual performance goals. Paid out quarterly and annually (based on hire date)
Key Responsibilities:
Provide teller and platform services, including opening deposit and loan accounts and processing complex transactions.
Deliver outstanding customer service and identify cross-sell and referral opportunities using a needs-based sales approach.
Promote bank products, services, and digital banking solutions in person and virtually.
Open and close the branch independently and assist with branch cash management, vault balancing, and general ledger accounts.
Ensure accurate transaction processing and compliance with bank policies, procedures, and security standards.
Assist with daily, monthly, and quarterly branch proof and discrepancy resolution.
Support teller training, conduct weekly huddles, and assist management with staff development.
Qualifications:
2-3 years' experience in the teller function, as well as sales experience, particularly in cross-marketing products and services. Proficiency with digital platforms.
High school degree or GED is required.
Knowledge of banking products and services required.
Must comply with all applicable laws and regulations, including BSA, USA PATRIOT Act, and OFAC.
Why join Walden Savings Bank?
We are committed to providing our employees with ongoing development opportunities, personal fulfillment, and excellent benefits including:
• Medical, Dental, Vision & Other Supplemental Health & Well-Being Options
• Benefits Available for Full-Time and Part-Time Employees
• Long Term Disability
• Life Insurance
• 401k with Employer Match
In addition to a fun work environment and community-based employment, some of our benefits included:
• Tuition Assistance up to $5,250
• Paid Time Off & Holidays
• Community Service Program
• Dress Down Fridays
• Flexible Schedules Available Depending on Position
• Ongoing Professional Development, Mentoring, and Cross-Training
• Employee Recognition Programs and Discounts
• Performance Based Pay Increase Opportunities
• Closed on Sundays!
ADA Requirements
Working Conditions and Physical Requirements (with or without reasonable accommodation):
Work is typically indoors in climate-controlled shared work environment with moderate noise.
This position primarily involves sedentary work with minimal physical exertion and occasional lifting of up to 25 lbs. The role may occasionally require the ability to navigate stairs in emergency situations. Routine use of standard office equipment such as telephones, copiers, calculators, and computers expected, with computer-based tasks typically performed for an average of 6-8 hours per day, as needed.
The ability to work extended hours whenever required or requested by management. Travel may be necessary and could involve various modes of transportation, including driving or riding in an automobile, using commercial airlines, rental vehicles, or public transportation, and staying in public lodging facilities.
Regular, reliable, and timely attendance is an essential function of this role. We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential job functions.
Mental and/or Emotional Requirements
The successful candidate will be able to perform the essential functions of the role independently or collaboratively as part of a team. This includes the ability to plan and manage work activities for themselves and others, understand and follow written and verbal instructions, and communicate information clearly and logically. Strong attention to detail and accuracy in performing basic mathematical calculations is important.
This role requires professionalism, patience, and the ability to interact respectfully with individuals from diverse backgrounds, both within and outside the organization, while delivering exceptional customer service.
The candidate should be able to manage responsibilities effectively in a dynamic environment with shifting priorities, deadlines, and the need for accuracy. Maintaining confidentiality and demonstrating sound judgement in handling sensitive information is essential.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$24.3-28.6 hourly Auto-Apply 51d ago
LOAN SERVICING SPECIALIST
Walden Savings Bank 3.2
Montgomery, NY job
Join Our Team as a Loan Servicing Specialist!
Location: Corporate HeadquartersFull-Time Reports to: Loan Servicing ManagerStatus: Hourly/Non-ExemptPay Range: $22.88 - $24.31 per hour Schedule: Monday - Friday 8:15 am - 5:00 pm
Are you detail-oriented, customer-focused, and eager to grow your career in banking operations? We're looking for a Loan Servicing Specialist to join our team and support the daily servicing of residential, construction, and consumer loan products. In this role, you will ensure accuracy, maintain compliance with state and federal regulations, and deliver exceptional service to internal and external customers.
What You'll Do:
Loan Operations & Customer Support Troubleshoot loan issues and respond proactively to inquiries Conduct loan research and process advanced transactions, including payments, reversals, advances, payoffs, address changes, and escrow holdbacks Prepare payoff letters, discharges, and assignments
Loan Boarding & Quality Control Accurately board and fund retail loans on the core system Perform quality control checks on loans booked by other team members Ensure perfected liens by filing mortgages, UCCs, and MV900 documentation
Escrow & Insurance Administration Monitor insurance tracking services for flood, hazard, and condo master policies Process escrow payments for taxes, insurance, and PMIConduct annual escrow analyses Track real estate taxes and proactively communicate with tax collectors and customers
Department Support Assist with records management and data integrity reviews Support Accounting and other departments with loan portfolio needs
Process Improvement & Time Management Prioritize tasks and meet strict deadlines Identify opportunities to streamline and enhance loan servicing operations
What We're Looking For: Strong organizational and problem-solving skills High attention to detail and accuracy Ability to work independently and as part of a team Commitment to excellent customer service Familiarity with loan operations a plus
Compliance Commitment: All employees must adhere to Bank policies, procedures, and applicable laws and regulations, including the Bank Secrecy Act, Patriot Act, and OFAC requirements.
What You Bring
Experience 6 months to 2 years of experience servicing mortgages and consumer loans preferred Prior secondary market experience with Freddie Mac and/or Fannie Mae preferred Experience with COCC preferred
Education / Certifications / Licenses High school diploma or GED required
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment , including:
Comprehensive Medical, Dental, Vision , and supplemental health options.
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance up to $5,250 annually to help you grow your skills
Paid time off , holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking account , loan discounts , and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training , and career advancement support
Long-term disability, life insurance , and more for your peace of mind
Apply Today! If you're ready to grow your career in banking and join a team committed to outstanding service, we'd love to hear from you!
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$22.9-24.3 hourly Auto-Apply 59d ago
TELLER FLOAT
Walden Savings Bank 3.2
Florida, NY job
Now Hiring: Teller Float - Community Bank
Are you friendly, detail-oriented, and passionate about delivering excellent customer service? Join our team as a Teller Float and be part of a community bank that values relationships, teamwork, and local impact.
What You'll Do:
Provide exceptional service to our customers while processing a variety of banking transactions accurately and efficiently.
Travel between designated branches to support staffing needs and maintain consistent service levels.
Build rapport with customers and identify opportunities to refer bank products and services that meet their needs.
Uphold compliance and security standards to protect both customers and the bank.
What We're Looking For:
Strong customer service and communication skills.
Attention to detail with the ability to handle cash responsibly.
Flexibility to travel between branches as scheduled.
Previous cash handling or banking experience preferred but not required-we provide training!
Job Overview
Provides exceptional customer service and basic product information through transactions including a variety of savings, checking and loan account transactions, as well as money orders and official checks. Utilizes the Walden Savings Bank Sales and Service Model to identify cross-sell opportunities and refer customers to appropriate business partners.
Reports to Assistant Branch Manager
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment , including:
Comprehensive Medical, Dental, Vision , and supplemental health options.
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance up to $5,250 annually to help you grow your skills
Paid time off , holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking account , loan discounts , and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training , and career advancement support
Long-term disability, life insurance , and more for your peace of mind
📍 Locations: Floats between Regions (Gardiner, Walden, Montgomery), (Middlehope, New Windsor, Cornwall & Washingtonville), (Pine Bush, Circleville & Florida)
📅 Schedule: 30-40 hours per week; Monday - Thursday 8:15 am - 4:45 pm; Friday 8:15 am - 5:15 pm; Alternating Saturdays 8:45 am - 1:15 pm.
Pay Grade - $20.00 - $22.00 per hour
*Let us know, if you are looking for hours under 30 hours per week.
If you're ready to grow your career in banking while making a positive impact in your community, we'd love to meet you!
ADA Requirements
Working Conditions and Physical Requirements (with or without reasonable accommodation):
Work is typically indoors in climate-controlled shared work environment with moderate noise.
This position primarily involves sedentary work with minimal physical exertion and occasional lifting of up to 25 lbs. The role may occasionally require the ability to navigate stairs in emergency situations. Routine use of standard office equipment such as telephones, copiers, calculators, and computers expected, with computer-based tasks typically performed for an average of 6-8 hours per day, as needed.
The ability to work extended hours whenever required or requested by management. Travel may be necessary and could involve various modes of transportation, including driving or riding in an automobile, using commercial airlines, rental vehicles, or public transportation, and staying in public lodging facilities.
Regular, reliable, and timely attendance is an essential function of this role. We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential job functions.
Mental and/or Emotional Requirements (with or without reasonable accommodation):
The successful candidate will be able to perform the essential functions of the role independently or collaboratively as part of a team. This includes the ability to plan and manage work activities for themselves and others, understand and follow written and verbal instructions, and communicate information clearly and logically. Strong attention to detail and accuracy in performing basic mathematical calculations is important.
This role requires professionalism, patience, and the ability to interact respectfully with individuals from diverse backgrounds, both within and outside the organization, while delivering exceptional customer service.
The candidate should be able to manage responsibilities effectively in a dynamic environment with shifting priorities, deadlines, and the need for accuracy. Maintaining confidentiality and demonstrating sound judgement in handling sensitive information is essential.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$20-22 hourly Auto-Apply 17d ago
VP RETAIL LENDING SALES MANAGER
Walden Savings Bank 3.2
Montgomery, NY job
Join Our Team as a Vice President, Retail Lending Sales Manager - Drive Growth, Inspire Teams, and Make a Local Impact!
We are seeking an experienced and dynamic Vice President, Retail Lending Sales Manager to lead our residential mortgage origination and processing operations teams. This role provides strategic direction and hands-on leadership to drive loan production, enhance the customer experience, and ensure strong credit quality and regulatory compliance across all retail lending activities while directly reporting to the Executive VP & Chief Operating Officer.
This is an opportunity for a proven mortgage sales leader who thrives in a relationship-driven organization and is passionate about growing teams, markets, and customer relationships.
Summary of Duties and Responsibilities
Sales & Business Development: Develop and implement strategic sales plans to expand the bank's residential mortgage and consumer lending footprint. Partner with branch leadership, marketing, and community organizations to drive new business opportunities. Manage the mortgage pipeline, ensuring timely and accurate processing from application through closing. Monitor market trends, competitor activity, and pricing to maintain a competitive edge.
Leadership & Team Development: Lead, coach, and motivate a team of Mortgage Loan Originators (MLOs) and mortgage processing staff to achieve individual and team production goals. Establish clear performance expectations, conduct regular sales meetings, and provide ongoing training and mentorship. Foster a culture of accountability, collaboration, and exceptional customer service.
Strategic & Financial Management: Contribute to annual budget, production targets, and profitability goals for the retail lending division. Provide regular reporting and performance analysis to senior management. Evaluate technology, process, and vendor opportunities to improve operational effectiveness.
Qualifications Summary
Experience: Minimum of 10 years of experience in mortgage lending, with 5+ years in a leadership or sales management role. Previous management experience with demonstrated success leading a team of MLOs and processors in a community or mutual bank environment. In-depth knowledge of mortgage products, underwriting standards, secondary market guidelines, and compliance regulations. Proven track record of achieving production goals while maintaining strong credit quality and compliance. Excellent leadership, communication, and relationship management skills.
Education & Credentials: Bachelor's degree in business, Finance, or a related field. NMLS registration required. Valid driver's license.
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment , including:
Comprehensive Medical, Dental, Vision, and supplemental health options
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance for up to $5,250 annually to help you grow your skills
Paid time off, holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking account, loan discounts, and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training, and career advancement support
Long-term disability, life insurance, and more for your peace of mind
If you're looking for a rewarding role in a place where you're valued, supported, and empowered to make a difference - we'd love to have you on our team.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$91k-120k yearly est. Auto-Apply 4d ago
Mortgage Loan Originator
Walden Savings Bank 3.2
Montgomery, NY job
Join Our Team as a Mortgage Loan Originator
We are seeking a motivated and customer-focused Mortgage Loan Originator to join our team. In this role, you will originate first and second mortgages, construction loans, and land loans while actively generating new mortgage business. You will develop and maintain strong relationships with customers, referral partners, and internal teams, serving as a trusted advisor throughout the mortgage process.
The ideal candidate thrives in a sales-oriented environment and spends a significant portion of time prospecting, networking, and promoting the organization's full range of mortgage products and services. An established book of business and strong referral relationships within Dutchess County are a plus. If you are passionate about helping customers achieve their homeownership goals while representing a community-focused financial institution, we encourage you to join our team and grow with us.
This position offers a competitive base salary starting at $33,280, plus uncapped commission, with total earning potential directly tied to your success in developing and expanding your book of business. High performers are rewarded for strong relationship-building, consistent production, and exceptional customer service, making this an excellent opportunity for driven originators to significantly increase their overall compensation over time.
Reports to: SVP, Retail Lending
Location: Corporate Headquarters, Montgomery, New York
Bank Hours: Monday - Friday 8:15 am - 5:00 pm
Key Responsibilities:
Build and maintain strong relationships with customers, realtors, attorneys, and builders within the county.
Conduct loan interviews, pre-qualifications, and collect all necessary customer documentation.
Analyze credit reports and financials, resolve discrepancies, and present loan options.
Manage the loan process, coordinate with vendors, and ensure timely closings.
Promote mortgage products within branches to drive referrals and cross-sales.
Maintain required reports and records of loan activities.
Requirements:
2-5 years of related experience in mortgage lending or sales.
Active and current NMLS registration.
Valid Driver's License.
Knowledge of Fannie Mae and Freddie Mac guidelines.
Strong sales, customer service, and relationship management skills.
Bilingual skills are a plus.
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment, including:
Comprehensive Medical, Dental, Vision, and supplemental health options
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance up to $5,250 annually to help you grow your skills
Paid time off, holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking accounts, loan discounts, and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training, and career advancement support
Long-term disability, life insurance, and more for your peace of mind
Working Conditions and Physical Requirements (with or without reasonable accommodation)
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Capable of climbing/descending stairs in emergency. Able to operate routine office equipment including telephone, copier, facsimile, and calculator and able to routinely perform work on computer for an average of 6-8 hours per day. Able to work extended hours whenever required or requested by management. Capable of regular, reliable and timely attendance.
Work is typically performed indoors in a climate-controlled, low noise office setting.
Mental and/or Emotional Requirements (with or without reasonable accommodation)
The employee is expected to perform job functions independently or with limited supervision and to work effectively both individually and as part of a team. The role requires the ability to read and carry out written instructions and to understand and follow oral instructions. Clear verbal communication skills are necessary to convey information in a logical and understandable manner. The position involves interacting calmly and professionally with individuals from diverse cultures and with varying levels of responsibility both within and outside the organization, while consistently demonstrating a high standard of customer service and discretion when engaging with the public. The employee is expected to carry out responsibilities with composure in environments that may involve tight deadlines, a fast pace, and a high degree of accuracy and quality. The role requires the ability to manage multiple, simultaneous, and changing priorities effectively and to exercise a high level of discretion when handling confidential internal and external information.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$33.3k yearly Auto-Apply 23d ago
ASST BRANCH MANAGER
Walden Savings Bank 3.2
Cornwall, NY job
Join Our Team as an Assistant Branch Manager - Drive Growth, Inspire Teams, and Make a Local Impact!
Are you a motivated leader with a passion for customer service, team development, and community banking? Walden Savings Bank is seeking three Assistant Branch Manager's to play a key role in supporting daily branch operations, driving business growth, and ensuring an exceptional customer experience.
Reports to Branch Manager
Location: Cornwall on Hudson
Branch Hours
Monday - Thursday 8:30 am - 4:30 pm Friday 8:30 am - 5:00 pm Saturday 9:00 am - 1:00 pm
In this role, you'll:
Partner with the Branch Manager to oversee all aspects of branch operations and sales.
Lead and develop branch staff through coaching, training, and regular one-on-one meetings.
Deliver outstanding service by assisting customers with new accounts, consumer loans, and complex inquiries.
Promote bank products and services through needs-based conversations and strong customer relationships.
Ensure operational excellence, including compliance with bank policies, security procedures, and regulatory requirements.
Perform audits, reporting, and quality reviews to maintain high standards of accuracy and efficiency.
Step in as acting Branch Manager in their absence to maintain smooth and effective operations.
Reports to Branch Manager.
The perfect candidate!
A customer-focused professional who enjoys building lasting relationships.
A strong communicator and mentor who motivates others to succeed.
Organized, detail-oriented, and confident managing multiple priorities.
3-5 years' experience working in retail banking (prior supervisory experience preferred).
Notary License required.
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment , including:
Comprehensive Medical, Dental, Vision , and supplemental health options
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance up to $5,250 annually to help you grow your skills
Paid time off , holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking account , loan discounts , and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training , and career advancement support
Long-term disability, life insurance , and more for your peace of mind
Pay Information
The annual salary range for this role is $62,400 to $65,955, negotiable based on years of experience, skill set, qualifications and other relevant factors.
Incentive compensation is available based on bank and individual performance goals. Paid out quarterly and annually (based on hire date)
ADA Requirements
Working Conditions and Physical Requirements (with or without reasonable accommodation)
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Capable of climbing/descending stairs in emergency. Able to operate routine office equipment including telephone, copier, facsimile, and calculator and able to routinely perform work on computer for an average of 6-8 hours per day. Able to work extended hours whenever required or requested by management. Capable of regular, reliable and timely attendance.
Also able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements (with or without reasonable accommodation)
The successful candidate will be able to perform the essential functions of the role independently or collaboratively as part of a team. This includes the ability to plan and manage work activities for themselves and others, understand and follow written and verbal instructions, and communicate information clearly and logically. Strong attention to detail and accuracy in performing basic mathematical calculations is important.
This role requires professionalism, patience, and the ability to interact respectfully with individuals from diverse backgrounds, both within and outside the organization, while delivering exceptional customer service.
The candidate should be able to manage responsibilities effectively in a dynamic environment with shifting priorities, deadlines, and the need for accuracy. Maintaining confidentiality and demonstrating sound judgement in handling sensitive information is essential.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$62.4k-66k yearly Auto-Apply 52d ago
NB1576 - Universal Banker Trainee
Northfield Bank 4.3
Northfield Bank job in New York
We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Title: Universal Banker Trainee
Location: Staten Island, NY
Branch: Plaza
Status: Full Time
Job Summary
Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships. Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product-related recommendations through cross-selling and referring bank products and services.
Responsibilities Include:
Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction
Utilize sales techniques to consistently cross-sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in-person interactions and by making outbound phone calls.
Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs
Build long-term relationships with customers to help manage, maintain and grow the client Book of Business for the branch
Accept and accurately process all financial service transactions within bank policies, procedures and regulations
Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed.
Perform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions
When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures
Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary.
Contribute to branch goals by accomplishing assigned sales targets
Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed.
Maintain a working knowledge of all bank products and services
Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations
Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period
Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations
Participate in bank-sponsored events to support community involvement and increase Northfield's presence in the area
Compliance with all relevant Bank policies and procedures
Other:
May require occasional travel for business meetings or training.
Management may authorize transfers to other branches based on business need.
Competencies :
Customer Interaction - Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust.
Communication - Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents well-organized information in a group setting.
Accuracy/Attention to Detail - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time.
Judgment - Possesses the ability to effectively perform the required functions of the job without being told every detail, to independently solve problems, and offer suggestions.
Problem-Solving - Strives to understand contributing factors and root cause of the issue. Considers all possible solutions within compliance of the Bank. Partners with appropriate stakeholders who may have involvement in or be impacted by the solution. Works to resolve complex situations.
Sales Skills/Sales Goals - Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques.
Job Requirements:
High School Diploma or equivalent required
1+ years banking experience preferred
Basic math skills required
Experience operating an Adding Machine preferred
Good Computer Skills required
Previous Teller Experience preferred
Prior customer service skills preferred
Prior cash handling skills preferred
Selling to customers' needs preferred
Excellent communications and problem-solving skills
Must be able to stand for prolonged periods of time
Ability to lift and transfer coin bag (approximately 30 lbs.)
*Equal opportunity employer- vets/disabled
Salary Pay Range: $17.00 - $24.00 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$17-24 hourly Auto-Apply 33d ago
ACCOUNTING MANAGER
Walden Savings Bank 3.2
Montgomery, NY job
Join
Our
Team
as
an
Accounting
Manager
-
Drive
Growth,
Inspire
Teams,
and
Make
a
Local
Impact!
$92k-116k yearly est. Auto-Apply 33d ago
MORTGAGE LOAN ORIGINATOR
Walden Savings Bank 3.2
Montgomery, NY job
Join Our Team as a Mortgage Loan Originator
We are seeking a motivated and customer-focused Mortgage Loan Originator to join our team. In this role, you will originate first and second mortgages, construction loans, and land loans while actively generating new mortgage business. You will develop and maintain strong relationships with customers, referral partners, and internal teams, serving as a trusted advisor throughout the mortgage process.
The ideal candidate thrives in a sales-oriented environment and spends a significant portion of time prospecting, networking, and promoting the organization's full range of mortgage products and services. An established book of business and strong referral relationships within Dutchess County are a plus. If you are passionate about helping customers achieve their homeownership goals while representing a community-focused financial institution, we encourage you to join our team and grow with us.
This position offers a competitive base salary starting at $33,280, plus uncapped commission , with total earning potential directly tied to your success in developing and expanding your book of business. High performers are rewarded for strong relationship-building, consistent production, and exceptional customer service, making this an excellent opportunity for driven originators to significantly increase their overall compensation over time.
Reports to: SVP, Retail Lending
Location: Corporate Headquarters, Montgomery, New York
Bank Hours: Monday - Friday 8:15 am - 5:00 pm
Key Responsibilities:
Build and maintain strong relationships with customers, realtors, attorneys, and builders within the county.
Conduct loan interviews, pre-qualifications, and collect all necessary customer documentation.
Analyze credit reports and financials, resolve discrepancies, and present loan options.
Manage the loan process, coordinate with vendors, and ensure timely closings.
Promote mortgage products within branches to drive referrals and cross-sales.
Maintain required reports and records of loan activities.
Requirements:
2-5 years of related experience in mortgage lending or sales.
Active and current NMLS registration .
Valid Driver's License.
Knowledge of Fannie Mae and Freddie Mac guidelines.
Strong sales, customer service, and relationship management skills.
Bilingual skills are a plus.
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment, including:
Comprehensive Medical, Dental, Vision, and supplemental health options
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance up to $5,250 annually to help you grow your skills
Paid time off, holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking accounts, loan discounts, and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training, and career advancement support
Long-term disability, life insurance, and more for your peace of mind
Working Conditions and Physical Requirements (with or without reasonable accommodation)
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Capable of climbing/descending stairs in emergency. Able to operate routine office equipment including telephone, copier, facsimile, and calculator and able to routinely perform work on computer for an average of 6-8 hours per day. Able to work extended hours whenever required or requested by management. Capable of regular, reliable and timely attendance.
Work is typically performed indoors in a climate-controlled, low noise office setting.
Mental and/or Emotional Requirements (with or without reasonable accommodation)
The employee is expected to perform job functions independently or with limited supervision and to work effectively both individually and as part of a team. The role requires the ability to read and carry out written instructions and to understand and follow oral instructions. Clear verbal communication skills are necessary to convey information in a logical and understandable manner. The position involves interacting calmly and professionally with individuals from diverse cultures and with varying levels of responsibility both within and outside the organization, while consistently demonstrating a high standard of customer service and discretion when engaging with the public. The employee is expected to carry out responsibilities with composure in environments that may involve tight deadlines, a fast pace, and a high degree of accuracy and quality. The role requires the ability to manage multiple, simultaneous, and changing priorities effectively and to exercise a high level of discretion when handling confidential internal and external information.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$33.3k yearly Auto-Apply 24d ago
Branch Manager
Walden Savings Bank 3.2
Montgomery, NY job
Join Our Team as a Market Leader - Drive Growth, Inspire Teams, and Make a Local Impact!
Are you a dynamic leader with a passion for people, performance, and community banking? We're looking for a results-driven professional to take charge of the development and success of our branch network in a key market area. In this high-impact role, you'll be at the forefront of shaping sales strategies, ensuring operational excellence, and empowering a motivated team to reach new heights.
If you're ready to grow your career with a community bank that values leadership, teamwork, and local impact - we'd love to meet you!
Job Overview
We are seeking a results-driven Branch Manager to lead and develop a high-performing team, drive sales growth, and ensure exceptional customer service at our Montgomery, NY location. This role is responsible for managing daily operations, coaching staff, and maintaining compliance with all regulatory and company policies. The ideal candidate will have strong leadership skills, in-depth knowledge of financial products and services, and a passion for community engagement.
Key responsibilities include hiring and training staff, implementing sales strategies, managing budgets, optimizing branch performance, and representing the institution in the local market. Reporting to the Area Market Manager, the Branch Manager also plays a critical role in ensuring operational efficiency, compliance, and customer satisfaction.
Summary of Duties and Responsibilities
Team Leadership & Development: Hire, train, and manage branch staff to maximize performance and ensure compliance with company policies and regulations. Provide coaching, performance feedback, and make recommendations on compensation, promotion, and disciplinary actions.
Sales & Business Development: Drive revenue through a need-based sales approach, develop business relationships, and participate in community engagement. Lead branch sales initiatives and encourage staff participation in business development activities.
Customer Service & Operations: Ensure exceptional customer service by overseeing daily operations, optimizing staff scheduling, and managing overtime. Resolve internal and external inquiries effectively.
Strategic Planning: Create and implement annual business plans and sales strategies to meet performance goals. Provide regular updates to senior management on branch performance.
Compliance & Risk Management: Ensure full compliance with internal policies, procedures, and all applicable laws and regulations, including BSA, Patriot Act, and OFAC requirements. Oversee branch security, cash handling, and audit controls.
Budget & Process Improvement: Develop and manage the branch budget, analyze variances, and identify opportunities to improve efficiency and streamline operations.
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment, including:
Comprehensive Medical, Dental, Vision, and supplemental health options
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance up to $5,250 annually to help you grow your skills
Paid time off, holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking account, loan discounts, and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training, and career advancement support
Long-term disability, life insurance, and more for your peace of mind
If you're looking for a rewarding role in a place where you're valued, supported, and empowered to make a difference - we'd love to have you on our team.
Branch Hours
Monday - Thursday 8:30 am - 4:30 pm
Friday 8:30 am - 5:00 pm
Saturday 9:00 am - 1:00 pm
Pay Information
The annual salary range for this role is $69,667 to $87,000, negotiable based on years of experience, skill set, qualifications and other relevant factors.
Incentive compensation is available based on bank and individual performance goals. Paid out quarterly and annually (based on hire date)
Qualifications Summary
Experience: 5-7 years in banking operations, regulatory compliance (state and federal), employee development, and public relations within a financial institution.
Education & Certifications: Bachelor's degree preferred, or equivalent combination of education and experience. Notary License required and valid driver's license.
Leadership: Proven supervisory experience managing a branch or small-to-medium department, including hiring, performance evaluations, and team development for up to 15 employees.
Skills: Strong leadership, sales, communication, and interpersonal skills, with the ability to effectively supervise and develop staff.
ADA Requirements
Working Conditions and Physical Requirements (with or without reasonable accommodation):
Work is typically performed indoors in a climate-controlled, low-noise office setting.
This position primarily involves sedentary work, with minimal physical exertion and occasional lifting of up to 20 lbs. The role may occasionally require the ability to navigate stairs in emergency situations. Routine use of standard office equipment such as telephones, copiers, calculators, and computers is expected, with computer-based tasks typically performed for an average of 6-8 hours per day, as needed.
The ability to work extended hours may be required or requested by management. Travel may be necessary and could involve various modes of transportation, including driving or riding in an automobile, using commercial airlines, rental vehicles, or public transportation, and staying in public lodging facilities.
Regular, reliable, and timely attendance is an essential function of this role. We are committed to providing reasonable accommodation to enable individuals with disabilities to perform these essential job functions.
Mental and/or Emotional Requirements (with or without reasonable accommodation):
The successful candidate will be able to perform the essential functions of the role independently or collaboratively as part of a team. This includes the ability to plan and manage work activities for themselves and others, understand and follow written and verbal instructions, and communicate information clearly and logically. Strong attention to detail and accuracy in performing basic mathematical calculations is important. The role requires professionalism, patience, and the ability to interact respectfully with individuals from diverse backgrounds, both within and outside the organization, while delivering exceptional customer service.
The candidate should be able to manage responsibilities effectively in a dynamic environment with shifting priorities, deadlines, and the need for accuracy. Maintaining confidentiality and demonstrating sound judgment in handling sensitive information is essential.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$69.7k-87k yearly Auto-Apply 47d ago
NB1580 - Universal Banker Trainee
Northfield Bank 4.3
Northfield Bank job in New York, NY
We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Title: Universal Banker Trainee
Location: Brooklyn, NY
Branch: Bay Ridge
Status: Full Time
Job Summary
Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships. Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product-related recommendations through cross-selling and referring bank products and services.
Responsibilities Include:
Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction
Utilize sales techniques to consistently cross-sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in-person interactions and by making outbound phone calls.
Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs
Build long-term relationships with customers to help manage, maintain and grow the client Book of Business for the branch
Accept and accurately process all financial service transactions within bank policies, procedures and regulations
Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed.
Perform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions
When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures
Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary.
Contribute to branch goals by accomplishing assigned sales targets
Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed.
Maintain a working knowledge of all bank products and services
Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations
Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period
Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations
Participate in bank-sponsored events to support community involvement and increase Northfield's presence in the area
Compliance with all relevant Bank policies and procedures
Other:
May require occasional travel for business meetings or training.
Management may authorize transfers to other branches based on business need.
Competencies :
Customer Interaction - Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust.
Communication - Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents well-organized information in a group setting.
Accuracy/Attention to Detail - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time.
Judgment - Possesses the ability to effectively perform the required functions of the job without being told every detail, to independently solve problems, and offer suggestions.
Problem-Solving - Strives to understand contributing factors and root cause of the issue. Considers all possible solutions within compliance of the Bank. Partners with appropriate stakeholders who may have involvement in or be impacted by the solution. Works to resolve complex situations.
Sales Skills/Sales Goals - Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques.
Job Requirements:
High School Diploma or equivalent required
1+ years banking experience preferred
Basic math skills required
Experience operating an Adding Machine preferred
Good Computer Skills required
Previous Teller Experience preferred
Prior customer service skills preferred
Prior cash handling skills preferred
Selling to customers' needs preferred
Excellent communications and problem-solving skills
Must be able to stand for prolonged periods of time
Ability to lift and transfer coin bag (approximately 30 lbs.)
*Equal opportunity employer- vets/disabled
Salary Pay Range: $17.00 - $24.00 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$17-24 hourly Auto-Apply 12d ago
Accounting Manager
Walden Savings Bank 3.2
Montgomery, NY job
Join Our Team as an Accounting Manager - Drive Growth, Inspire Teams, and Make a Local Impact!
We are seeking an experienced Accounting Manager to lead our accounting operations, regulatory reporting, and financial reporting while supporting our mission of relationship-based, community-focused banking.
Reports to: VP Controller
Location: Corporate Headquarters, Montgomery New York
Bank Hours: Monday - Friday 8:15 am - 5:00 pm
Position Overview
The Accounting Manager oversees all accounting functions, including regulatory and financial reporting, ensuring accuracy, integrity, and timeliness. This role is responsible for managing daily, weekly, and monthly accounting activities and supporting the overall financial operations of the Bank.
The Accounting Manager partners closely with the Controller/CFO to recommend, develop, and maintain sound accounting principles, policies, and procedures that support compliant and effective financial and regulatory reporting. In addition, this position provides leadership and direction to accounting staff, ensuring work is appropriately assigned, deadlines are met, and operational efficiencies are achieved.
The perfect candidate!
Experience
Financial accounting experience with strong GAAP knowledge required.
Experience with regulatory and financial reporting in a banking environment preferred.
Knowledge of community banking operations and regulations is strongly preferred.
2-5 years of related accounting experience.
3+ years of supervisory or people leadership experience.
Education
Bachelor's degree in accounting or finance required.
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment, including:
Comprehensive Medical, Dental, Vision, and supplemental health options
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance up to $5,250 annually to help you grow your skills
Paid time off, holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking accounts, loan discounts, and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training, and career advancement support
Long-term disability, life insurance, and more for your peace of mind
Pay Information
The annual salary range for this role is $81,393 to $101,741 negotiable based on years of experience, skill set, qualifications and other relevant factors.
Incentive compensation is available based on bank performance goals. Paid annually (based on hire date)
Working Conditions and Physical Requirements (with or without reasonable accommodation)
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Capable of climbing/descending stairs in emergency. Able to operate routine office equipment including telephone, copier, facsimile, and calculator and able to routinely perform work on computer for an average of 6-8 hours per day. Able to work extended hours whenever required or requested by management. Capable of regular, reliable and timely attendance. Also able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements (with or without reasonable accommodation)
The successful candidate will be able to perform the essential functions of the role independently or collaboratively as part of a team. This includes the ability to plan and manage work activities for themselves and others, understand and follow written and verbal instructions, and communicate information clearly and logically. Strong attention to detail and accuracy in performing basic mathematical calculations is important.
This role requires professionalism, patience, and the ability to interact respectfully with individuals from diverse backgrounds, both within and outside the organization, while delivering exceptional customer service.
The candidate should be able to manage responsibilities effectively in a dynamic environment with shifting priorities, deadlines, and the need for accuracy. Maintaining confidentiality and demonstrating sound judgement in handling sensitive information is essential.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$81.4k-101.7k yearly Auto-Apply 32d ago
BRANCH MANAGER
Walden Savings Bank 3.2
Montgomery, NY job
Join Our Team as a Market Leader - Drive Growth, Inspire Teams, and Make a Local Impact!
Are you a dynamic leader with a passion for people, performance, and community banking? We're looking for a results-driven professional to take charge of the development and success of our branch network in a key market area. In this high-impact role, you'll be at the forefront of shaping sales strategies, ensuring operational excellence, and empowering a motivated team to reach new heights.
If you're ready to grow your career with a community bank that values leadership, teamwork, and local impact - we'd love to meet you!
Job Overview
We are seeking a results-driven Branch Manager to lead and develop a high-performing team, drive sales growth, and ensure exceptional customer service at our Montgomery , NY location . This role is responsible for managing daily operations, coaching staff, and maintaining compliance with all regulatory and company policies. The ideal candidate will have strong leadership skills, in-depth knowledge of financial products and services, and a passion for community engagement.
Key responsibilities include hiring and training staff, implementing sales strategies, managing budgets, optimizing branch performance, and representing the institution in the local market. Reporting to the Area Market Manager, the Branch Manager also plays a critical role in ensuring operational efficiency, compliance, and customer satisfaction.
Summary of Duties and Responsibilities
Team Leadership & Development: Hire, train, and manage branch staff to maximize performance and ensure compliance with company policies and regulations. Provide coaching, performance feedback, and make recommendations on compensation, promotion, and disciplinary actions.
Sales & Business Development: Drive revenue through a need-based sales approach, develop business relationships, and participate in community engagement. Lead branch sales initiatives and encourage staff participation in business development activities.
Customer Service & Operations: Ensure exceptional customer service by overseeing daily operations, optimizing staff scheduling, and managing overtime. Resolve internal and external inquiries effectively.
Strategic Planning: Create and implement annual business plans and sales strategies to meet performance goals. Provide regular updates to senior management on branch performance.
Compliance & Risk Management: Ensure full compliance with internal policies, procedures, and all applicable laws and regulations, including BSA, Patriot Act, and OFAC requirements. Oversee branch security, cash handling, and audit controls.
Budget & Process Improvement: Develop and manage the branch budget, analyze variances, and identify opportunities to improve efficiency and streamline operations.
Why join Walden Savings Bank?
At our core, we believe in investing in our people. When you join our team, you're not just starting a job - you're building a career with a community-focused organization that's committed to your growth, well-being, and success.
We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment , including:
Comprehensive Medical, Dental, Vision , and supplemental health options
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match to support your future
Tuition assistance up to $5,250 annually to help you grow your skills
Paid time off , holidays, and flexible schedules (based on position)
Performance-based pay increases and employee recognition programs
Free checking account , loan discounts , and other financial perks
Dress Down Fridays and a fun, inclusive work environment
Opportunities to give back through our Community Service Program
Ongoing mentorship, cross-training , and career advancement support
Long-term disability, life insurance , and more for your peace of mind
If you're looking for a rewarding role in a place where you're valued, supported, and empowered to make a difference - we'd love to have you on our team.
Branch Hours
Monday - Thursday 8:30 am - 4:30 pm Friday 8:30 am - 5:00 pm Saturday 9:00 am - 1:00 pm
Pay Information
The annual salary range for this role is $69,667 to $87,000, negotiable based on years of experience, skill set, qualifications and other relevant factors.
Incentive compensation is available based on bank and individual performance goals. Paid out quarterly and annually (based on hire date)
Qualifications Summary
Experience: 5-7 years in banking operations, regulatory compliance (state and federal), employee development, and public relations within a financial institution.
Education & Certifications: Bachelor's degree preferred, or equivalent combination of education and experience. Notary License required and valid driver's license.
Leadership: Proven supervisory experience managing a branch or small-to-medium department, including hiring, performance evaluations, and team development for up to 15 employees.
Skills: Strong leadership, sales, communication, and interpersonal skills, with the ability to effectively supervise and develop staff.
ADA Requirements
Working Conditions and Physical Requirements (with or without reasonable accommodation):
Work is typically performed indoors in a climate-controlled, low-noise office setting.
This position primarily involves sedentary work, with minimal physical exertion and occasional lifting of up to 20 lbs. The role may occasionally require the ability to navigate stairs in emergency situations. Routine use of standard office equipment such as telephones, copiers, calculators, and computers is expected, with computer-based tasks typically performed for an average of 6-8 hours per day, as needed.
The ability to work extended hours may be required or requested by management. Travel may be necessary and could involve various modes of transportation, including driving or riding in an automobile, using commercial airlines, rental vehicles, or public transportation, and staying in public lodging facilities.
Regular, reliable, and timely attendance is an essential function of this role. We are committed to providing reasonable accommodation to enable individuals with disabilities to perform these essential job functions.
Mental and/or Emotional Requirements (with or without reasonable accommodation):
The successful candidate will be able to perform the essential functions of the role independently or collaboratively as part of a team. This includes the ability to plan and manage work activities for themselves and others, understand and follow written and verbal instructions, and communicate information clearly and logically. Strong attention to detail and accuracy in performing basic mathematical calculations is important. The role requires professionalism, patience, and the ability to interact respectfully with individuals from diverse backgrounds, both within and outside the organization, while delivering exceptional customer service.
The candidate should be able to manage responsibilities effectively in a dynamic environment with shifting priorities, deadlines, and the need for accuracy. Maintaining confidentiality and demonstrating sound judgment in handling sensitive information is essential.
As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.
$69.7k-87k yearly Auto-Apply 48d ago
NB1577 - Portfolio Manager
Northfield Bank 4.3
Northfield Bank job in New York
We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Job Title: Portfolio Manager
Job Status: Full Time
Job Location: Staten Island, NY
Job Summary :
Primary responsibility is to administer loans originated by the Commercial Loan Office focusing on maintenance of existing client portfolio, performing annual and quarterly reviews as needed, ensuring all loan payments are current, and initiating risk rating changes to existing loans. Customer contact will be required.
Responsibilities Include:
Monitor loan portfolio by examining loan repayment activities and financial condition of borrowing clients and take necessary action to prevent and/or reduce past due accounts
Maintain ongoing contact with lending customers to provide exceptional customer service, keep abreast of latest developments in customers' financial and business condition, and collect updated financial statements/documentation for renewals and reviews
Perform financial analysis of customers' financial statements for quarterly and annual reviews, including evaluating customers' ability to repay and making recommendations to management on structure of loan
Coordinate with the SVP in restructuring loans to control delinquency and minimize losses
Initiate discussion with area manager for possible risk rating changes to loans in portfolio due to positive or negative events/trends encountered
Assist in payment collection efforts, including maintaining updates to collection system records.
May participate in completion of analysis and applications for loan modifications, renewals and small new business loans
Partner with Lending Officers in business development efforts based on customer need
Maintains confidentiality of sensitive business and client information
Compliance with all relevant Bank policies and procedures
May require occasional travel for business meetings or training.
Job Requirements :
Bachelor's Degree in Business, Finance, Accounting or related field required
Credit Training for continuous learning preferred
3+ years' experience in Banking or lending related fields required
Financial analytical and underwriting skills required
Proficient with Microsoft Office, particularly Word and Excel
**Northfield Bank is an Equal Employment Opportunity Employer M/F/Disability/Protected Veteran**
Salary Pay Range: $100K - 115K (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$100k-115k yearly Auto-Apply 32d ago
NB1578 - Assistant Branch Manager
Northfield Bank 4.3
Northfield Bank job in New York, NY
We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Title: Assistant Branch Manager
Location: Staten Island, NY
Branch: Great Kills
Job Status: Full Time
Job Summary:
In partnership with the Branch Manager, responsible for the efficient operation of the branch platform and teller area in compliance with Bank policies and procedures. Provide exceptional customer service to existing and potential customers. Contribute to achievement of branch goals by executing on sales opportunities and motivating staff to reach individual sales goals.
Responsibilities include:
Assume authority of daily branch operations when Branch Manager is not present:
Assist and effectively handle all operational issues or branch-related matters. Responsible for making sound business decisions when addressing issues. Approve transactions, as required.
Maintain a working knowledge of all products and services to assist in answering questions from staff and customers
In partnership with Branch Manager and Human Resources, manage the hiring, training and retention of staff. Also partner on terminations, when appropriate.
Manage staff work schedules, including breaks, paid time off, and hours worked by part-timers to ensure adequate coverage of the Business Window. Approve timecards for branch employees.
Cross train in all positions within branch and perform any operations duties, as needed, during peak periods or to maintain coverage, including teller functions
Continually seek ways to improve branch operations and productivity to meet established goals
Actively contribute to branch goals by retaining and expanding customer base, as well as, managing and promoting a sales culture within branch:
Run reports and identify existing customers who may have a financial need for new or additional products or services. Proactively contact them to discuss product/service options to meet their needs.
Consistently Cultivate relationships with potential new customers through networking, strong customer service and solid product knowledge
Provide ongoing coaching in sales techniques and product knowledge while motivating staff to embrace sales culture and consistently cross-sell and refer Bank products and services
Partner with Branch Manager to ensure daily branch operations are being conducted in accordance with all applicable laws, regulations and guidelines:
Monitor customer transactions, complete daily proofing of all branch-related areas, review daily reports of customers activity and complete any paperwork as required for Compliance and Bank Secrecy Act (BSA) purposes
Ensure dual control procedures are enforced at all times
Monitor procedures involving non-deposit products, such as wealth management and retirement planning investments, to ensure compliance within these areas
Complete periodic internal branch audits
Ensure all branch security procedures are being followed appropriately and effectively
Ensure compliance with all relevant Bank policies and procedures
Partner with Branch Manager to coach and mentor staff:
Train and develop staff toward procedural compliance, goal achievement and exceptional customer service
Clearly communicate expectations of job performance and hold staff accountable for performing against expectations and goals
Actively participate in performance management process for staff, including providing ongoing coaching and feedback, completing performance evaluations and proactively addressing performance issues
In partnership with Human Resources and the Branch Manager, manage the hiring, training and retention of staff.
Maintain clear and open communication between branch management and staff:
Actively listen to staff when they raise questions or concerns
Attend management meetings to obtain information on new products and services, new/current policies and procedures, lessons learned from other branches and other information sharing practices
In collaboration with Branch Manager, cascade important information to staff members in a timely manner (e.g., during team meetings)
Regular involvement in community-based organizations to support local businesses, increase Northfield's presence in the area and to network and potentially expand potential customer base
Represent Northfield at community-based luncheons, dinners and special events, as necessary
Volunteer with community-based organizations as a representative of the Bank
May require occasional travel for business meetings or training.
Management may authorize transfers to other branches based on business need.
Requirements:
Two-year college degree or 5+ years banking experience, including supervisory experience required
Banking experience required (5+ years)
Excellent communication skills required (5+ years)
Solid computer skills required (5+ years)
Strong sales skills with ability to effectively develop business preferred (2+ years)
Supervisory skills preferred (2+ years)
Ability to lift and transfer coin bag (approximately 30 lbs.)
**Equal opportunity employer-vets/disabled.
Salary Pay Range: $27.88-$36.06 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$27.9-36.1 hourly Auto-Apply 20d ago
NB1577 - Portfolio Manager
Northfield Bank 4.3
Northfield Bank job in New York, NY
Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Job Title: Portfolio Manager
Job Status: Full Time
Job Location: Staten Island, NY
Job Summary:
Primary responsibility is to administer loans originated by the Commercial Loan Office focusing on maintenance of existing client portfolio, performing annual and quarterly reviews as needed, ensuring all loan payments are current, and initiating risk rating changes to existing loans. Customer contact will be required.
Responsibilities Include:
Monitor loan portfolio by examining loan repayment activities and financial condition of borrowing clients and take necessary action to prevent and/or reduce past due accounts
Maintain ongoing contact with lending customers to provide exceptional customer service, keep abreast of latest developments in customers' financial and business condition, and collect updated financial statements/documentation for renewals and reviews
Perform financial analysis of customers' financial statements for quarterly and annual reviews, including evaluating customers' ability to repay and making recommendations to management on structure of loan
Coordinate with the SVP in restructuring loans to control delinquency and minimize losses
Initiate discussion with area manager for possible risk rating changes to loans in portfolio due to positive or negative events/trends encountered
Assist in payment collection efforts, including maintaining updates to collection system records.
May participate in completion of analysis and applications for loan modifications, renewals and small new business loans
Partner with Lending Officers in business development efforts based on customer need
Maintains confidentiality of sensitive business and client information
Compliance with all relevant Bank policies and procedures
May require occasional travel for business meetings or training.
Job Requirements:
Bachelor's Degree in Business, Finance, Accounting or related field required
Credit Training for continuous learning preferred
3+ years' experience in Banking or lending related fields required
Financial analytical and underwriting skills required
Proficient with Microsoft Office, particularly Word and Excel
**Northfield Bank is an Equal Employment Opportunity Employer M/F/Disability/Protected Veteran**
Salary Pay Range: $100K - 115K (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$100k-115k yearly 2d ago
NB1578 - Assistant Branch Manager
Northfield Bank 4.3
Northfield Bank job in New York
We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Title: Assistant Branch Manager
Location: Staten Island, NY
Branch: Great Kills
Job Status: Full Time
Job Summary :
In partnership with the Branch Manager, responsible for the efficient operation of the branch platform and teller area in compliance with Bank policies and procedures. Provide exceptional customer service to existing and potential customers. Contribute to achievement of branch goals by executing on sales opportunities and motivating staff to reach individual sales goals.
Responsibilities include :
Assume authority of daily branch operations when Branch Manager is not present:
Assist and effectively handle all operational issues or branch-related matters. Responsible for making sound business decisions when addressing issues. Approve transactions, as required.
Maintain a working knowledge of all products and services to assist in answering questions from staff and customers
In partnership with Branch Manager and Human Resources, manage the hiring, training and retention of staff. Also partner on terminations, when appropriate.
Manage staff work schedules, including breaks, paid time off, and hours worked by part-timers to ensure adequate coverage of the Business Window. Approve timecards for branch employees.
Cross train in all positions within branch and perform any operations duties, as needed, during peak periods or to maintain coverage, including teller functions
Continually seek ways to improve branch operations and productivity to meet established goals
Actively contribute to branch goals by retaining and expanding customer base, as well as, managing and promoting a sales culture within branch:
Run reports and identify existing customers who may have a financial need for new or additional products or services. Proactively contact them to discuss product/service options to meet their needs.
Consistently Cultivate relationships with potential new customers through networking, strong customer service and solid product knowledge
Provide ongoing coaching in sales techniques and product knowledge while motivating staff to embrace sales culture and consistently cross-sell and refer Bank products and services
Partner with Branch Manager to ensure daily branch operations are being conducted in accordance with all applicable laws, regulations and guidelines:
Monitor customer transactions, complete daily proofing of all branch-related areas, review daily reports of customers activity and complete any paperwork as required for Compliance and Bank Secrecy Act (BSA) purposes
Ensure dual control procedures are enforced at all times
Monitor procedures involving non-deposit products, such as wealth management and retirement planning investments, to ensure compliance within these areas
Complete periodic internal branch audits
Ensure all branch security procedures are being followed appropriately and effectively
Ensure compliance with all relevant Bank policies and procedures
Partner with Branch Manager to coach and mentor staff:
Train and develop staff toward procedural compliance, goal achievement and exceptional customer service
Clearly communicate expectations of job performance and hold staff accountable for performing against expectations and goals
Actively participate in performance management process for staff, including providing ongoing coaching and feedback, completing performance evaluations and proactively addressing performance issues
In partnership with Human Resources and the Branch Manager, manage the hiring, training and retention of staff.
Maintain clear and open communication between branch management and staff:
Actively listen to staff when they raise questions or concerns
Attend management meetings to obtain information on new products and services, new/current policies and procedures, lessons learned from other branches and other information sharing practices
In collaboration with Branch Manager, cascade important information to staff members in a timely manner (e.g., during team meetings)
Regular involvement in community-based organizations to support local businesses, increase Northfield's presence in the area and to network and potentially expand potential customer base
Represent Northfield at community-based luncheons, dinners and special events, as necessary
Volunteer with community-based organizations as a representative of the Bank
May require occasional travel for business meetings or training.
Management may authorize transfers to other branches based on business need.
Requirements:
Two-year college degree or 5+ years banking experience, including supervisory experience required
Banking experience required (5+ years)
Excellent communication skills required (5+ years)
Solid computer skills required (5+ years)
Strong sales skills with ability to effectively develop business preferred (2+ years)
Supervisory skills preferred (2+ years)
Ability to lift and transfer coin bag (approximately 30 lbs.)
**Equal opportunity employer-vets/disabled.
Salary Pay Range: $27.88-$36.06 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
Zippia gives an in-depth look into the details of Northfield Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Northfield Bank. The employee data is based on information from people who have self-reported their past or current employments at Northfield Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Northfield Bank. The data presented on this page does not represent the view of Northfield Bank and its employees or that of Zippia.
Northfield Bank may also be known as or be related to NORTHFIELD BANCORP INC., Northfield Bancorp, Northfield Bancorp Inc, Northfield Bancorp, Inc. (Staten Island, NY) and Northfield Bank.