Customer Care Specialist jobs at Pioneer Bank

Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice. Requirements: Responsibilities include, but are not limited to: Serve as the primary contact for client service needs, ensuring clear, timely communication. Process new business and manage paperwork for investments, insurance, and alternative assets. Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers. Maintain and track tasks, follow-ups, and planning milestones using Salesforce. Schedule and prepare for client meetings, including calendar management and pre-meeting materials. Gather and organize financial and insurance data to support planning and underwriting. Ensure accurate recordkeeping and support regulatory compliance in all workflows. Provide high-level support to advisors by anticipating needs and keeping client processes on track. Expectations: Previous financial advisory services or similar experience required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them 2+ years of experience with Salesforce Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc. Must be a self-starter and goal-oriented requirements: Skills and Experience: Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Excellent verbal and written communication Service oriented attitude Ability to maintain confidentiality of information Ability to coordinate multiple tasks and priorities in a fast-paced environment High attention to detail Exceptional organization and problem solving Larson Financial Group, LLC offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIba31b6215d56-37***********4

Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service. Key Responsibilities: High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns. Client Consultation: Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations. Client Focus: Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction. Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies. Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each Client's needs individually. Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently. Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives. Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs. Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction. Client Relationship Management: Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care. Adaptability and Flexibility: Adapt to changing priorities and work effectively in a fast-paced retail environment. Documentation: Maintain accurate records of client interactions, transactions, and account updates. Quality Assurance: Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives. SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES: Other duties as may be assigned. PERFORMANCE MEASURES: Balances efficiently and accurately Maintains confidentiality of client account information Follows established policies and procedures in responding to inquiries and requests Willingly participates in bank training In compliance with all regulations related to job duties Effectiveness of communications and development of good working relationships with co-workers and clients WORKING CONDITIONS: Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner. Willingness to travel to other branches is essential. May, on occasion, have to work longer hours than scheduled. Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank's vendors. Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions. Will have access to and knowledge of all employees' accounts, customer information, and the bank's finances, so the ability to keep information confidential is extremely important. The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with employees, customers and vendors. Will be required to travel to branches within region on a weekly basis, so must have a valid driver's license and reliable transportation. Must be able to exchange accurate information both orally and written in English. Employee will be required to travel to branches located within the region. Despite ongoing security training, there is always the possibility of a bank robbery. GENERAL NOTICE: This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties may be assigned as necessary. Role Qualifications: Education or certifications related to customer service or retail management is a plus. Previous experience in a customer service or retail banking role is preferred. Strong interpersonal and communication skills, both verbal and written. Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments. Knowledge of banking products, services, and regulatory compliance. Ability to work effectively in a team and independently. Efficiently able to multi-task along with excellent problem-solving skills and attention to detail Maintain utmost confidentiality of Clients information at all times. Other Skills and Abilities Strong communication skills along with the ability to effectively communicate with others Client service focused Resourceful, well organized and ability to multitask in a face paced environment. Effective decision-making skills Strong attention to detail Requirements: High school diploma or equivalent 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality Compensation details: 18-20 Hourly Wage PIb7aa7-4386

JobID: 210685303 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79 Join a team that enjoys building relationships and helps identify growth opportunities for Commercial Real Estate clients. Description Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

JobID: 210683672 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $38.46-$57.69 Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities * Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. * Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. * Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. * Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. * Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. * Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills * A minimum of two years of financial services experience. * Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills * A bachelor's degree * Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. **Job Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. + Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. + Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum of two years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred Qualifications, Capabilities, and Skills** + A bachelor's degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. **This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process** . **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ******************************************************************** x Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $38.46 - $57.69 / hour

JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York,NY $31.25 - $42.79 / hour; Uniondale,NY $31.25 - $42.79 / hour

We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our brand-new Lake Elmo location. This exciting new branch represents Bridgewater Bank's continued growth and commitment to serving our clients in the east metro area. As a Client Specialist, you will serve as the face of the bank, providing exceptional service and support while processing client requests in person, by phone, or by email in a professional and welcoming environment. RESPONSIBILITIES: Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience Ensure client identity verification procedure is followed with each client request Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures Ensure all required documentation is completed for all transactions Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department Sort, distribute, and process returned mail Assist with scanning of documentation into internal systems such as Accu Positively represent the bank in all interactions with clients, coworkers, and vendors Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations QUALIFICATIONS: Outstanding interpersonal and communication skills Prior retail or customer service experience Professional, friendly demeanor Proficient with Microsoft Word, Excel, Outlook, and PowerPoint Knowledge of ITI and Integrated Teller a plus College degree preferred ABOUT BRIDGEWATER BANK: Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us? COMPENSATION & BENEFITS: The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Parental leave 401(k) with employer match Paid vacation & paid holidays PLEASE NOTE: The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS: Non-Exempt

NY Call Center Specialist Corning, NY Corning Credit Union is seeking Call Center Specialists to join our team in the Corning, NY market. Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA. We exist solely to serve our members. We're committed to helping our members prosper by being a trusted advisor for financial services. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team. If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve. Role Summary: As a Call Center Specialist I, you will build lasting member relationships with every interaction, troubleshoot and resolve member questions, perform a variety of financial transactions, and educate members on the products and services that best meet their financial needs. Essential Job Duties Maintain appropriate knowledge of core systems and CCU's products and services Answer incoming calls and member questions in a prompt and professional manner Present and explain beneficial products to members and assist in meeting their vast financial needs Open new memberships, accounts, and services Assist members with requests for account research needs Collect information needed to process outgoing bank wires and ensure accuracy and safety, following all anti-fraud procedures Proactively educate members on the ease of doing business with CCU through our many electronic service channels Also assumes responsibility for other projects or duties as required or assigned Required Competencies Strong customer service and interpersonal skills with the ability to connect well with members via the telephone Highly flexible and able to grasp and disseminate large amounts of information in a fast-paced call center environment Possesses exceptional verbal and written communication skills Exceptional attention to detail Strong problem-solving skills Confidence in promoting appropriate products and services Technical aptitude with experience using mobile banking and other apps or financial services Education Requirements A bachelor's degree or other form of secondary education is preferred, commensurate work experience will also be considered A high school diploma or GED is required Experience Requir ements Prior call center or customer service experience is preferred but not required, as CCU will provide extensive training to the successful candidate Communication Skills Requirements The ability to read and comprehend moderate to advanced instructions and correspondence The ability to write moderate to advanced correspondence within professional etiquette standards The ability to effectively present information in one-on-one and group situations Physical Requirements Reasonable accommodations may be made to enable individuals with disabilities to perform the role. Ability to work in a repetitive motion for a lengthy period of time Ability to work within a fast-paced call center environment Regular use of computer required Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range Compensation - The starting Call Center Specialist I base pay range is $19.00 - $23.50 per hour. Hiring rates are dependent on several factors, including years of related work experience, education, and geographic location. Corning Credit Union also offers an annual bonus plan as part of its comprehensive compensation package. Additionally, most roles have further levels providing added growth opportunities and earnings potential. Corning Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. ADP Privacy Policy | ADP Legal Policy

Canandaigua National Bank Hours: Full Time What does a Call Center Specialist do at Canandaigua National Bank? Our team-oriented culture is second to none. What truly sets us apart is the quality and commitment of our employees. The Call Center Specialist at Canandaigua National Bank is responsible for providing superior banking assistance to current and prospective customers via the telephone and on Chat. The Call Center Specialist assists with recognizing and uncovering caller needs and providing a superior customer experience with any banking needs. Call Center Specialists have tools at their disposal to provide all of our customers with convenient, enjoyable and efficient service for all of their banking and financial needs. This role has the possibility of working hybrid. What competencies are needed to be successful in this role? A high school diploma or equivalent with an emphasis in business curriculum; bank customer service representative training. A minimum of one (1) year of experience in a customer service focused role required. A minimum of one (1) year of banking experience is required. Excellent communication and interpersonal skills. Must be able to work within a fast-paced team environment and prioritize tasks in the face of conflicting priorities. Ability to work in a confidential and time sensitive environment is essential. Moderate ability to analyze and categorize data. What does a successful first year in this position look like? Contribute to the team success by answering incoming calls placed by CNB customers. Successfully complete training associated with product lines, internal operations and customer service functions. Become proficient in associated systems such as core banking, debit card administration, loan payment administration and bill pay services. Participate in the referral program and meet quarterly goals while making qualified referrals based on customer need. Accurately log and manage customer activity and communication in the appropriate systems. Gain knowledge of the laws, regulations, and practices that impact the banking industry such as the Bank Secrecy Act, anti-fraud and anti-money laundering polices. Compensation range: $20-$21 The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. What makes working at Canandaigua National Bank different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners. Paid holidays, vacation, and sick time. Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP). Training & development opportunities. Tuition assistance. Community focused volunteer opportunities. Award winning wellness program that promotes a solid work/life balance. Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent community bank. If you want to be a part of something special, join us today! Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our Bloomington location. This role is essential in supporting Bridgewater Bank's continued growth and commitment to delivering exceptional service to our clients. As a Client Specialist, you will serve as the face of the bank, providing professional and welcoming service while assisting clients in person, by phone, or by email. You will play a key role in ensuring smooth daily operations and a positive client experience through accurate processing, attentive support, and strong communication. RESPONSIBILITIES: Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience Ensure client identity verification procedure is followed with each client request Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures Ensure all required documentation is completed for all transactions Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department Sort, distribute, and process returned mail Assist with scanning of documentation into internal systems such as Accu Positively represent the bank in all interactions with clients, coworkers, and vendors Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations QUALIFICATIONS: Outstanding interpersonal and communication skills Prior retail or customer service experience Professional, friendly demeanor Proficient with Microsoft Word, Excel, Outlook, and PowerPoint Knowledge of ITI and Integrated Teller a plus College degree preferred ABOUT BRIDGEWATER BANK: Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us? COMPENSATION & BENEFITS: The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Parental leave 401(k) with employer match Paid vacation & paid holidays PLEASE NOTE: The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS: Non-Exempt

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team. We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team.