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Pioneer Bancshares Inc jobs - 16,859 jobs

  • Customer Care Specialist - Headquarters

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Albany, NY

    TITLE: Customer Care Specialist REPORTS TO: Vice President - Customer Care CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) AVAILABILITY: Monday 10:30am-7:00pm, Tuesday-Thursday 8:00am-4:30pm, Friday 9:00am-5:30pm, Saturday 8:00am-1:30pm * 1 Saturday per month required Position Summary: The Customer Care Specialist is a fast-paced, multi-functional position, responsible for all facets of customer service. The Customer Care Specialist will provide service to customers through the phone, the ITM (an on-screen, video experience), email, chat and transact mobile deposits and processing of mailed transactions. Responsible for processing transactions, providing education on products and services and facilitating guidance for digital needs. Will possess the ability to proactively engage in professional, positive, and productive communication through all customer points of contact into the Customer Care Center. Help enrich our customer's lives by answering questions, solving problems, and providing solutions to ensure an effortless banking experience for our customers. With a commitment to being a learner and problem solver, this individual will always focus on doing the right thing for our customers. Essential Job Functions: * Provides answers to bank or financial related questions including but not limited to account balances, transaction inquiries, problems or discrepancies related to customer accounts/loans, debit cards, fees, fraudulent activity, technical support for Pioneer technology products and services and more. * Manages large amounts of inbound calls in a timely, professional, and courteous manner supporting bank customers and bank retail locations as after-hours operational support. * Provides resolution to any customer issue on the initial phone call when appropriate and always provides the customer with a World Class Service experience. * Keeps a comprehensive record of all calls and/or interactions in Salesforce, a customer relationship management system. * Navigates multiple computer systems while interacting with customers. * Understands and maintains compliance with Bank policies and procedures and applicable laws and regulations, including BSA, AML, and Reg E., and Reg CC. * Conducts customer transactions received through mail, online banking and ITMs (on-screen, video experience). Performs routine member transactions including deposits, withdrawals, loan payments, transfers, and check cashing, change of addresses, travel notifications, etc. * Process mobile deposit transactions daily, multiple times a day. * Responds to customer emails and/or Pioneer's online banking Chat feature providing answers to bank or financial related questions including but not limited to account balances, transaction inquiries, problems or discrepancies related to customer accounts/loans, debit cards, fees, fraudulent activity, technical support for Pioneer technology products and services and more. * Identifies customer's needs to help customers reach their financial goals, clarifies information, researches every issue and provides lasting solutions and/or alternatives. * Performs Concierge job duties when necessary. * Performs clerical duties related to Customer Care as well as other duties as requested. Education & Experience: * A high school diploma or GED required. * Minimum of 6 months of Retail and/or Customer Service experience required. * Working knowledge of PC's, smart phone technology (IOS and Android), Windows environment, Microsoft Office Suite, and capacity to learn banking and customer relationship management systems. * Must be comfortable with working within a video environment. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $17-25.9 hourly 60d+ ago
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  • Bank Teller - Queensbury (Part Time)

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Queensbury, NY

    TITLE: Bank Teller (Part Time) REPORTS TO: Branch Manager CLASSIFICATION: Part Time, Non-Exempt PAY GRADE: NE 10 ($16.45 - $22.24 per hour) AVAILABILITY: 25 hours per week; Monday-Wednesday 8:30am-4:15pm, Thursday-Friday 8:30am-5:15pm, Saturday 8:30am-12:15pm (Travel to Malta branch or other locations as needed) Position Summary: The Bank Teller will be our clients' first impression of the Pioneer culture and brand. In this role you will embody and exemplify our IMAGINE culture within your team. This will encompass listening, understanding and anticipating the clients' needs and providing outstanding service in every interaction. You will execute transactions with professionalism and accuracy. In doing so, you will support and carry out Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: * Provides outstanding service and solutions to our clients. * Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. * Acts as a first line of defense in detecting potentially fraudulent activities. * Adheres to all policies and procedures to maintain compliance standards. * Builds relationship with clients by identifying financial needs and referring opportunities to branch colleagues. Education & Experience: * High School graduate (or GED) required, or current high school student anticipating graduation. * Strong mathematical skills required. * Minimum of six months cash handling experience and customer service experience preferred. * Minimum of six months customer service experience, recommending and referring products and services preferred. * Ability to adapt to evolving technologies and systems. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $16.5-22.2 hourly 15d ago
  • Senior Customer Success Manager

    Connecticut Innovations 3.9company rating

    New York, NY job

    Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Curacity: Hotel marketing software that turns media into revenue!! Position: Senior Customer Success Manager Reports to: VP of Customer Success | Grace (. | LinkedIn Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday) About Curacity Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT. Position Overview We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like Travel + Leisure , Food & Wine , and AFAR to drive measurable demand, bookings, and revenue. This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers. What You'll Do Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges What We're Looking For 5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets. Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data Hospitality, marketing technology, or media experience strongly preferred Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing. What We Offer Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including: Equity: Stock options are offered to all full-time employees Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year PTO: 15 personal days, in addition to 10+ public holiday closure dates Wellness: $100 monthly stipend for health and wellness related activities Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation. Equal Opportunity Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
    $74k-114k yearly est. 1d ago
  • Travel Medical-Surgical Registered Nurse - $2,026 per week

    GLC On-The-Go 4.4company rating

    Saratoga Springs, NY job

    GLC On-The-Go is seeking a travel nurse RN Med Surg for a travel nursing job in Saratoga Springs, New York. Job Description & Requirements Specialty: Med Surg Discipline: RN Duration: 13 weeks 36 hours per week Shift: 12 hours Employment Type: Travel GLC On-The-Go Job ID #483647. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Medical Surgical Registered Nurse About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $90k-153k yearly est. 3d ago
  • Private Client Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr
    $92k-145k yearly est. 3d ago
  • VP, Treasury P&A: Balance Sheet Strategy & Insights

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    A leading global financial services firm is seeking a Vice President for its Treasury P&A team in New York. This role involves managing crucial financial activities, including the delivery of P&A cycles, monitoring balance sheet usage, and engaging with senior management for strategic decision-making. The ideal candidate has over 7 years of experience in financial planning within the banking industry and possesses strong analytical and communication skills. Proficiency in tools such as Excel, Alteryx, and Tableau is also required. This position is not eligible for sponsorships. #J-18808-Ljbffr
    $121k-157k yearly est. 3d ago
  • Travel Operating Room Nurse - $2,722 per week

    GLC On-The-Go 4.4company rating

    Plattsburgh, NY job

    GLC On-The-Go is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Plattsburgh, New York. Job Description & Requirements Specialty: OR - Operating Room Discipline: RN 36 hours per week Shift: 12 hours Employment Type: Travel GLC is hiring: RN Operating Room (OR) - Plattsburgh, NY - 4-week contract GLC - Named Best Nurse Agency 2024-2025 We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals. About this Assignment Join the care team in Operating Room (OR) where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter. Assignment Details Location: Plattsburgh, NY Assignment Length: 4 weeks Start Date: 12/18/2025 End Date: 01/15/2026 Pay Range: $2,450 - $2,722 Minimum Requirements Optional: Active license in Operating Room (OR) 1 year full-time RN, Operating Room (OR) experience within the last 2 years What you can expect from GLC Weekly on-time pay with direct deposit Transparent communication, clear assignment details, and recruiter support from start to finish - or extension Referral bonus up to $500 Health, dental, and vision insurance 401(k) plan Completion and signing bonuses may also be available Ready to move forward? Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract. GLC On-The-Go Job ID #480759. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Registered Nurse About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $2.5k-2.7k monthly 3d ago
  • Employee Benefits Sales Producer

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Albany, NY

    TITLE: Employee Benefits Sales Producer REPORTS TO: Vice President - Insurance Agency Manager CLASSIFICATION: Full Time, Exempt STARTING PAY: $68,000 - $85,000 base, plus commission AVAILABILITY: Monday-Friday 8:30am-5:00pm The Employee Benefits Sales Producer plays a key role in generating new revenue by actively developing and closing a pipeline of group benefits opportunities. This individual will focus on all group benefits and wellness programs, leveraging direct outreach and referrals from business partners and centers of influence to drive growth. Through a strategic approach to territory development, targeted prospecting, and consultative selling, the Employee Benefits Sales Producer will be instrumental in expanding the agency's market presence and client base. Key Responsibilities: * Proactively prospect to business owners, HR leaders, and other business partners to generate new business opportunities; relationship building, networking, campaigns, cold calling and digital lead generation are key. * Qualify opportunities, gather underwriting/risk data, deliver RFP information to benefit analysts, and quote packages that align with the expressed needs of the prospect/client. * Demonstrate deep industry knowledge and professionalism while delivering compelling sales proposals-both in person and virtually. Effectively address objections and guide prospects or clients toward tailored benefits solutions that meet their individual or business needs. * Collaborate with the agency service team members for a seamless transition of new business clients. * Maintain regular communication with clients to nurture relationships, proactively identify any issues or concerns, and explore opportunities to offer additional products or services available across the organization's divisions. Additionally, serve as the primary relationship manager for select clients. * Must handle multiple accounts in progress with tight deadlines; strong attention to detail and superior time management skills are required. * Stay informed of carrier changes and advise both clients and team members accordingly. * Utilize the office's agency management system as the operational hub-logging all prospecting and client interactions, activity notes, stage changes, and win/loss outcomes; scheduling automated alerts and workflows to ensure deadlines are met. * Attend community events, foster relationships within professional and personal networks, and participate in activities that drive new business sales goals. * Performs other duties as may be requested by agency and organization leadership. Qualifications & Competencies: * High School graduate (or GED) required. * Bachelor's degree (Insurance/Risk Management, Business, Human Resources or related field) preferred. * Professional designations such as CEBS/GBA/REBC preferred. * Must have valid Life & Health license or must obtain them within 30-60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing. * 2-5 years of experience in employee benefits sales, account management, or customer service within an agency or broker setting, PEO, or equivalent HR plan administration role. Equivalent or related experience will also be considered. * Skilled in agency management systems (Applied Epic, preferred). * Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential. * Trusted to handle sensitive PII/financial data. * Must have own transportation or access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $68k-85k yearly 60d+ ago
  • Client Service Banker - Waterford

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Waterford, NY

    TITLE: Client Service Banker REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) AVAILABILITY: Monday-Wednesday 9:00am-4:00pm, Thursday-Friday 9:00am-5:00pm, Saturday 9:00am-12:00pm Position Summary: The Client Service Banker will be our clients' first impression of the Pioneer culture and brand. In this role you will embody and exemplify our IMAGINE culture within your team. This will encompass listening, understanding and anticipating the clients' needs and providing outstanding service in every interaction. You will execute transactions with professionalism and accuracy. In doing so, you will support and carry out Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Key Responsibilities: * Provides outstanding service and solutions to our clients. * Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. * Acts as a first line of defense in detecting potentially fraudulent activities. * Adheres to all policies and procedures to maintain compliance standards. * Builds relationship with clients by actively listening to deepen relationships and anticipate their financial needs. * Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being. * At branch management direction on an as-needed basis, may perform platform duties such as account opening, account maintenance, service inquiries, etc. * Assist branch management and the Client Service Supervisor in various operational activities on an as-needed basis. Education & Experience: * High School graduate (or GED) required, or current high school student anticipating graduation. * Strong mathematical skills required. * Minimum of six months cash handling experience and customer service experience preferred. * Minimum of six months customer service experience, recommending and referring products and services preferred. * Ability to adapt to evolving technologies and systems. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $17-25.9 hourly 15d ago
  • Associate/Director, Credit Sales (VP Level)

    Canadian Imperial Bank of Commerce 3.8company rating

    New York, NY job

    * Responsible for creating new sales and management of the assigned book of business* Will be able to deliver on sales volume and revenue targets* Work with our business partners in trading and DCM* Maintain a thorough understanding of the client's needs in order to build relationships, and supply additional products when possible* Requires in depth knowledge of the organization, products, and/or services* Fulfills Business needs via inbound/ outbound calling activities* Analyze customer needs and makes suggestions about alternative products and services* Act as a product specialist and maintain expert knowledge to meet the needs of the business to successfully establish rapport, and find a solution* Hold accountability of risk and compliance process* Comprehensive knowledge of financial markets, specifically IG Credit functions and products.* Detailed working knowledge of the industry and market to assess impact of market conditions.* Excellent interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, internal and/or external business partners.* Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving extensive interpretation and opinion.* Creativity skills sufficient to resolve complex problems and/or identify innovative alternatives or opportunities.* Working knowledge of all Canadian and U.S. legislation and regulatory requirements in order to either advise clients or market transactions effectively.* Developed understanding of CIBC World Markets businesses as well as significant knowledge of: + FIC products and services. + FIC-related competitive, legislative, and economic environment.* Comprehensive understanding of elements of profitability, risk, and cost control.* Knowledge of business/finance typically acquired through University business degree or equivalent combination of education and industry experience and relevant post-graduate education as specified by US-FIC.* Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC World Markets.* Highly developed people management and team building skills.* Strategic thinking capability with ability to identify and exploit trends and opportunities.* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr
    $102k-153k yearly est. 4d ago
  • Senior Accountant

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Albany, NY

    TITLE: Senior Accountant REPORTS TO: Senior Vice President - Controller CLASSIFICATION: Full Time, Exempt PAY GRADE: EX60 ($67,500 - $106,100 annually) AVAILABILITY: Monday- Friday 8:30am-5:00pm Performs a broad range of accounting and financial reporting. Main areas of responsibility include accounting for the Bank's investment portfolios, accounting for fixed assets and assisting in the general ledger closing process. The position also assists in the preparation of various financial and regulatory reports, including the FDIC Call Report, as well as quarterly and annual SEC filings. Assists the SVP - Controller with tax-related accounting and reporting, including processing filings, tax projections and provisioning and completing tax return schedules. Engages in continuous improvement of the accounting policies and procedures and is an integral member of company-wide projects relating to accounting and finance. Supervises accounting activity in the absence of the SVP - Controller. Key Responsibilities: * Prepares the daily reconciliation of the Federal Reserve Bank Statement. * Maintains responsibility for the accounting and reporting for the investment portfolio. * Maintains responsibility for the fixed asset accounting, including new asset set-up for all fixed assets purchased as well as prepaids monthly and assigns either life or term over which asset is amortized. * Maintains responsibility for the accounting and reporting of select subsidiaries. * Maintains responsibility and monitors an account certification program for all general ledger accounts. Oversee the timely reconciliation of outstanding general ledger and correspondent bank statement items. * Responsible for preparing tax work papers for the Bank and its consolidated subsidiaries and for reconciling details to the tax return. * Responsible for preparing quarterly estimated tax payments including the roll forward of deferred tax assets and ensures that payments, if any, are timely remitted. * Maintains responsibility for the preparation of the monthly Financial Board Reports. * Collaborates in the preparation of the FDIC Call Report for the Bank and its subsidiaries. * Collaborates in the preparation of Pioneer Bancorp's SEC filings, including forms 10-K, 10-Q, 11-K, 8-K and proxy statement. * Performs other duties as may be requested. Education & Experience: * Bachelor's Degree in Accounting or Finance required. * Minimum of three years' recent accounting experience required. * Certified Public Accountant license preferred. * Knowledge of principles of accounting and finance required. Core Skills & Attributes: * Excellent oral and written communication skills (in the English language). * Strong interpersonal skills with the ability to collaborate effectively in a team environment. * Ability to professionally represent Pioneer to outside business and/or customer contacts. * Strong administrative, organizational and time management skills to be able to manage multiple priorities. * Must be an enthusiastic, positive leader and a productive team player. * Strong analytical, program-solving and decision-making skills. * Proficiency in software such as Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $67.5k-106.1k yearly 44d ago
  • Travel Level 1 Psychiatric ER RN - $1,904 per week

    GLC On-The-Go 4.4company rating

    Rochester, NY job

    GLC On-The-Go is seeking a travel nurse RN Psychiatric for a travel nursing job in Rochester, New York. Job Description & Requirements Specialty: Psychiatric Discipline: RN Duration: 13 weeks 36 hours per week Shift: 12 hours Employment Type: Travel GLC is hiring: RN Emergency Department (ER) - Rochester, NY - 13-week contract GLC - Named Best Nurse Agency 2024-2025 We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals. About this Assignment Join the care team in Emergency Department (ER) where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter. Assignment Details Location: Rochester, NY Assignment Length: 13 weeks Start Date: 02/02/2026 End Date: 05/02/2026 Pay Range: $1,714 - $1,904 Minimum Requirements Active license in Emergency Department (ER) 1 year full-time RN, Emergency Department (ER) experience within the last 2 years What you can expect from GLC Weekly on-time pay with direct deposit Transparent communication, clear assignment details, and recruiter support from start to finish - or extension Referral bonus up to $500 Health, dental, and vision insurance 401(k) plan Completion and signing bonuses may also be available Ready to move forward? Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract. GLC On-The-Go Job ID #488817. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: SMH Level 1 RN Psych ER About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $1.7k-1.9k weekly 2d ago
  • Client Service Supervisor - Rotterdam

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Schenectady, NY

    TITLE: Client Service Supervisor REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:30pm, Friday 8:30am-6:30pm, Saturday 8:30am-12:30pm In this role you will embody and spearhead our IMAGINE culture within your team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening, understanding and anticipating both the clients' and employees' goals and obstacles, while providing outstanding service and problem-solving skills in every interaction. You will execute transactions with professionalism and accuracy and ensure your team is following suit. In doing so, you will support and implement Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: * Provides outstanding service and solutions to our clients. * Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. * Coordinates the proving process and prepares all required reports. Responsible for managing the branch cash supply. * Acts as a first line of defense in detecting potentially fraudulent activities. * Builds relationships with clients by actively listening to deepen relationships and anticipate their financial needs. * Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being. * Leads by example while consistently achieving sales goals and supporting Branch Manager in coaching efforts. * Assists management in monitoring branch operational and compliance related activity to ensure adherence to all policies and procedures including the completion and review of branch logs, reports, worksheets, forms, etc. Provide guidance to teller team in operational and procedural matters. * Under the guidance of the Branch Manager/Assistant Branch Manager, may also have responsibility for maintaining work and vacation schedules for the teller staff. * In the absence of the Branch Manager and Assistant Branch Manager, has full responsibility for all phases of the day to day operations within the office. Education & Experience: * A high school diploma or GED required. * Minimum 1-year previous experience in a retail bank environment required. * Previous supervisory and/or training experience preferred. * A two-year college degree in business or related field preferred. * Recent retail and/or cashier/teller experience preferred. * Prior experience with retail sales strongly preferred. * Required to pass the NYS exam to become a Notary Public within 3 months of starting position (study for this exam is independent, but the Bank will pay for the test.) As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $20-30.2 hourly 15d ago
  • Wealth Consultant

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Albany, NY

    TITLE: Wealth Consultant REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE SALARY: $50,000 - $60,000 annually AVAILABILITY: Monday- Friday 8:30am-5:00pm Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as Retail Banking, Commercial/Business Banking, Employee Benefits and Insurance to help clients meet their financial goals. In addition to these responsibilities, the consultant may also need to keep track of life changing events that could affect a client's financial plan and adjust the plan accordingly. It is important for the consultant to have a deep understanding of financial planning and be able to effectively communicate and work with clients to help them achieve their financial goals. Key Responsibilities: * Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions to sales opportunities. * Delivers personalized investment solutions to help clients work toward their short-term and long-term financial goals. * Identifies investment opportunities and recommends/refers investment options and insurance products to meet and/or exceed personal and branch team goals. * Takes a lead role in creating the Pioneer client experience with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. * Develops Centers of Influence and referral sources by creating relationships with outside experts and professionals (for example, CPAs/Attorneys/Real Estate Agents) for the purpose of developing referrals. * Maintains current knowledge of Bank products and services. * Attends appropriate training and other continuing education to maintain any required licensing credentials or product knowledge. Education & Experience: * Has completed New York State Life and Health Insurance License, FINRA Series 7 and Series 65 or 66. * Two-year college degree in Business or related field required. Two years of recent retail banking experience will be considered in lieu of degree. * Three years' experience selling investment products required. * Capable of making outbound calls and engaging in client facing activities. * Knowledge of Microsoft Office Suite, Teams, and Outlook desirable. * Must have access to reliable transportation and maintain a valid driver's license throughout employment. Must be able to travel on short notice to Pioneer Headquarters and other Pioneer offices, and to educational or networking events in the Capital Region. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $50k-60k yearly 57d ago
  • Business Banking Relationship Manager

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Hudson, NY

    TITLE: Business Banking Relationship Manager REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 - $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: * Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. * Manages, cultivates, and grows a portfolio of credit and deposit clients. * Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture. * Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments. * Acts as branch point of contact and resource for matters regarding commercial clients. * Effective in needs assessment and knowledgeable of the Pioneer's products, services, and processes such that appropriate solutions are recommended to clients. * Sources, manages, and executes new and ongoing credit applications. * Identifies and executes opportunities for new and additional deposits. * Targets opportunities to introduce and implement cash management products to support clients' key operations. * Contributes to Pioneer's profitability by generating revenue from deposit growth, credit growth, and fee income. * Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery. * Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process. * Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. * Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships. * Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community. * Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management. * Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer's commercial and cash management products and activities. * Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: * Associate's Degree required; Bachelor's Degree in Business or Sales and Marketing preferred. * Three to five years of related experience in commercial banking, sales support, and/or bank operations. * Existing network of Capital Region business contacts and clients is preferred. * Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills. * Knowledge of deposit products, credit, cash management products, and ancillary bank services is required. * Strong and effective customer service skills with professional and courteous style of communication. * Must have access to transportation and ability to maintain a valid driver's license. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $79k-121.3k yearly 60d+ ago
  • Client Service Banker - Floating

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Albany, NY

    TITLE: Client Service Banker REPORTS TO: Branch Administration Officer CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:30pm, Friday 8:30am-6:30pm, Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients' first impression of the Pioneer culture and brand. In this role you will embody and exemplify our IMAGINE culture within your team. This will encompass listening, understanding and anticipating the clients' needs and providing outstanding service in every interaction. You will execute transactions with professionalism and accuracy. In doing so, you will support and carry out Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Key Responsibilities: * Provides outstanding service and solutions to our clients. * Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. * Acts as a first line of defense in detecting potentially fraudulent activities. * Adheres to all policies and procedures to maintain compliance standards. * Builds relationship with clients by actively listening to deepen relationships and anticipate their financial needs. * Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being. * At branch management direction on an as-needed basis, may perform platform duties such as account opening, account maintenance, service inquiries, etc. * Assist branch management and the Client Service Supervisor in various operational activities on an as-needed basis. Education & Experience: * High School graduate (or GED) required, or current high school student anticipating graduation. * Strong mathematical skills required. * Minimum of six months cash handling experience and customer service experience preferred. * Minimum of six months customer service experience, recommending and referring products and services preferred. * Ability to adapt to evolving technologies and systems. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $17-25.9 hourly 15d ago
  • Director, eCommerce Payments Solutions

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    A leading financial services firm in New York is seeking a Product Solutions Director to guide sales advisory and optimize complex problem-solving in eCommerce Payments. This role requires extensive experience in product solutions and sales strategies, with a passion for delivering client-centric solutions. The ideal candidate should have over 8 years in leadership roles and expertise in the financial sector, along with a track record of transforming sales and technology. #J-18808-Ljbffr
    $127k-182k yearly est. 2d ago
  • Travel Nurse RN - Labor and Delivery - $2,786 per week

    GLC On-The-Go 4.4company rating

    Rochester, NY job

    GLC On-The-Go is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Rochester, New York. Job Description & Requirements Specialty: Labor and Delivery Discipline: RN 48 hours per week Shift: 12 hours, days Employment Type: Travel 17 week contracts Start 11/7 Schedule: 12 hour Shifts; 4 days per week; possible Rotating Shift Schedules - will discuss at interview Job Duties: Provide direct care to antepartum, intrapartum, and postpartum (high, moderate, and low risk) patients, in collaboration with interdisciplinary team in labor and delivery. Candidates must demonstrate good communication skills and the ability to prioritize and problem solve in a fast-paced environment with a commitment to patient and family centered care. Job Requirements: At least 2 years of experience in labor and delivery required , OR and triage experience highly desired. - RN License ( NY ONLY) Certifications: - BLS (American Heart Association ONLY) - Neonatal Resuscitation Required Must live more than 50 miles away from Rochester, NY About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $102k-174k yearly est. 3d ago
  • Assistant Branch Manager - Greenbush Commons

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Rensselaer, NY

    TITLE: Sales Leader/Assistant Branch Manager REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 40 ($22.00 - $35.21 per hour) AVAILABILITY: Monday-Wednesday 8:00am-4:45pm, Thursday-Friday 8:00am-5:15pm, Saturday 8:30am-12:30pm Position Summary: Responsible for all phases of day-to-day operations within the office under the direction of the Branch Manager/BDO/Senior Branch Manager. Assists in the development and maintenance of retail, commercial and municipal customer relationships. Essential Job Functions: * Actively sells and refers all Pioneer Bank products and service offerings. * Upholds established customer service standards and measurements and ensure such expectations are communicated and adhered to. * Oversees processing of customer transactions and ensures compliance with cash handling and security procedures. * Assists with scheduling, counseling, supervising, evaluating and disciplining all personnel within the branch. * Provides continuous coaching and evaluation of staff sales efforts and monitors results. * Monitors staff compliance with all Bank policies and procedures within the branch, through training and counseling. * Maintains proper security controls, as set forth by the Bank's security officer. Advises the Branch Manager of office, market and community trends and/or other situations warranting bank management's involvement. * Works with Branch Officer to coach staff on increasing branch sales and deposits. * Interviews, selects, and trains staff in accordance with the Bank's EEO/AA commitment in conjunction with or under direct supervisor of Branch Manager. Evaluates performance, and makes recommendations for advancement and appropriate promotional and merit increases. Motivates and counsel assigned staff to increase professionalism, exceed customer service expectations, and encourage career development. * Ensures that department practices comply with Federal and State laws and corporate human resource policies. * Promotes EEO and Affirmative Action by identifying problem areas and establishing and meeting goals to eliminate underutilization of females, minorities, individuals with disabilities, disabled veterans, and veterans of the Vietnam era. * Assists in the development, implementation and administration of human resource policies and programs including implementation and compliance with Equal Employment Opportunity and Affirmative Action Programs. * Develops subordinates and others in the bank, when requested, for the purpose of succession planning. Education & Experience: * Bachelor's Degree preferred. * A minimum of one year Assistant Manager or Sales experience or two years' experience as a Relationship Banker, Client Service Supervisor or Trainer required. * Ability to demonstrate sales skills and capacity to motivate branch staff to cross sell financial services. * Previous sales experience preferred. * Proven ability to comply with policies and procedures, to maintain accuracy and meet deadlines. * Bilingual capability a plus. * Attainment of Notary Public certification within 12 months of beginning position. * Proficiency with MS Word and Excel, E-mail, internet software and capacity to learn retail banking computer system is essential. * Must have own transportation, or access to reliable transportation on short notice. * Valid Driver's License and ability to maintain this throughout employment. * Must have the ability to maintain flexible daily schedule, including evenings and Saturdays. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $22-35.2 hourly 7d ago
  • Insurance Sales Producer

    Pioneer Bancorp, Inc. 4.2company rating

    Pioneer Bancorp, Inc. job in Albany, NY

    TITLE: Insurance Sales Producer REPORTS TO: Vice President - Insurance Agency Manager CLASSIFICATION: Full Time, Exempt STARTING PAY: $68,000 - $85,000 base, plus commission AVAILABILITY: Monday-Friday 8:30am-5:00pm Plays a key role in generating new revenue by actively developing and closing a pipeline of Property & Casualty (P&C) opportunities. This individual will focus on both commercial and personal lines, leveraging direct outreach and referrals from business partners and centers of influence to drive growth. Through a strategic approach to territory development, targeted prospecting, and consultative selling, the Insurance Sales Producer will be instrumental in expanding the agency's market presence and client base. Key Responsibilities: * Proactively prospect to business owners, individuals, and other business partners to generate new P&C sales opportunities; relationship building, networking, campaigns, cold calling and digital lead generation are key. * Qualify opportunities, gather underwriting/risk data, communicate with underwriting, and quote policies that align with the expressed needs of the prospect/client. * Demonstrate deep industry knowledge and professionalism while delivering compelling sales proposals-both in person and virtually. Effectively address objections and guide prospects or clients toward tailored insurance solutions that meet their individual or business needs. * Collaborate with the agency service team members for a seamless transition of new business clients. * Maintain regular communication with clients to nurture relationships, proactively identify any issues or concerns, and explore opportunities to offer additional products or services available across the organization's divisions. Additionally, serve as the primary relationship manager for select clients. * Must handle multiple accounts in progress with tight deadlines; strong attention to detail and superior time management skills are required. * Stay informed of carrier changes and advise both clients and team members accordingly. * Utilize the office's agency management system as the operational hub-logging all prospecting and client interactions, activity notes, stage changes, and win/loss outcomes; scheduling automated alerts and workflows to ensure deadlines are met. * Attend community events, foster relationships within professional and personal networks, and participate in activities that drive new business sales goals. * Performs other duties as may be requested by agency and organization leadership. Qualifications & Competencies: * High School graduate (or GED) required. * Bachelor's degree (Human Resources, Insurance/Risk Management, Business, or related field) preferred. * Professional designations such as CIC/CLCS/PLCS/CISR preferred. * Must have valid Property & Casualty licenses or must obtain them within 30-60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing. * 2-5 years of experience in Property & Casualty sales, account management, or customer service within an agency or broker setting. Equivalent or related experience will also be considered. * Skilled in agency management systems (Applied Epic, preferred). * Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential. * Trusted to handle sensitive PII/financial data. * Must have access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $68k-85k yearly 60d+ ago

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Pioneer Bancshares Inc may also be known as or be related to PIONEER BANCSHARES INC, Pioneer Bancshares Inc and Pioneer Bancshares, Inc.