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The Summit Federal Credit Union jobs - 1,386 jobs

  • Vice President Information Technology

    The Summit Federal Credit Union 4.0company rating

    The Summit Federal Credit Union job in Rochester, NY

    The Summit Federal Credit Union in Rochester, NY is a member-owned financial institution established in 1941. With close to $1.5 billion in assets and over 90,000 members across 15 branches in Western, Central, and Finger Lakes regions, The Summit offers accounts, loans, mortgages, investment products, and digital banking. Its mission focuses on accessible, personalized financial support, community involvement, and inclusivity. The Summit Federal Credit Union is seeking a tech-oriented executive for Vice President of Information Technology. Reporting to the SVP of IT & Project Management, this hands-on role manages IT infrastructure, core systems, network administration, Symitar programming, enterprise apps, cloud environments, electronic communications, document and identity management. Duties include leading technical teams, ensuring secure/scalable operations, handling vendors, implementing security measures, and developing IT strategies and disaster recovery protocols. The VP will architect solutions, tackle technical issues, and act as a senior resource during major incidents. Responsibilities also cover Microsoft 365 admin, managing integrations, change management, automation, service improvement, and regulatory compliance. Information Security Responsibilities Collaborate with Information Security Governance on audits, risk mitigation, and incident response. Oversee and maintain security technologies (firewalls, IDS/IPS, endpoint protection, SIEM, MFA, vulnerability scans). Manage patching, system hardening, access controls, and vendor coordination. Supervise third-party providers for security monitoring and lead incident response when necessary. Other Responsibilities Keep abreast of tech trends and regulations. Serve on committees and special projects. Represent IT in meetings and build industry relationships. Support AI and machine learning initiatives in line with strategic goals. Attend board meetings and credit union events as needed. Qualifications and Skills Education & Experience Bachelor's degree in IT or related field required. 7-10 years in IT, including 5+ years in leadership roles. Strong expertise in network, server, application architecture, and troubleshooting. Experience in enterprise infrastructure, integration, security controls, vendor management, and contract negotiation. Financial services experience is preferred. Knowledge/Skills/Abilities Exceptional leadership, mentoring, and team-building abilities. Excellent communication and collaboration skills. Advanced knowledge of enterprise IT, Symitar/core banking systems, and integrations. Analytical, problem-solving, and decision-making proficiency. Skilled in Microsoft Office Suite and collaboration tools. Understanding of IT compliance and information security standards.
    $112k-141k yearly est. 1d ago
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  • Advance Hire Member Service Center Representative (Full Time)

    The Summit Federal Credit Union 4.0company rating

    The Summit Federal Credit Union job in Rochester, NY

    STATUS: Full time / Non-Exempt REPORTS TO: Director, Member Service Center COMPENSATION: The starting hourly wage for this position is expected to be between $20.50 - $21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week SCHEDULE: Shifts during the following hours of operation: Monday - Friday 8:00am - 6:00pm, Saturday 8:00am - 2:00pm Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone! Position Overview The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels. Perform all responsibilities in a manner that serves The Summit's Mission and upholds the credit union's values. Essential Functions Perform various financial transactions and inquiry requests accurately and efficiently. Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit's products, services and programs and the benefits they offer. Provide members with accurate information on the credit union's products and services in an effective and professional manner while striving for first call resolution. Follows the defined Quality Assurance program to allow for exceptional member experience. Meet assigned sales goals as determined by management. Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone. Adhere to credit union and departmental policies and procedures. Maintain strict adherence to security protocols for identifying members. Promote a positive and professional environment based on The Summit's core values. Other Update and document information learned about members. Assist in various duties upon management's request. Participate in special projects as assigned by management. Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: Education: High School Diploma or GED equivalent Experience: One to two years' prior teller, call center or member/customer experience preferred Sales experience preferred. Knowledge of Microsoft Windows and Microsoft Office Suite. Capable of advancing to a MSCR II position, as it becomes available, within one year of employment. Skills/Abilities/Knowledge Strong critical thinking skills Strong math and keyboarding skills. Ability to listen and communicate effectively. Ability to read, comprehend and explain transaction history and account activity. Excellent interpersonal skills to create a positive member experience. Strong attention to detail and excellent organizational skills. Microsoft Office Suite, particularly: Outlook, Word, and Excel Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines) Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software. Licensure Requirements In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute's regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. Working Environment Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds) Standing/Sitting extended periods of time, while working in front of computer monitor Typing / Data Entry Professional Office Environment Overhead Lighting EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
    $20.5-21.5 hourly Auto-Apply 60d+ ago
  • Relationship Banker - Syracuse Area

    Bank of America Corporation 4.7company rating

    Liverpool, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $41k-51k yearly est. 3d ago
  • Associate - Business Selection & Conflicts (BSC) - Global Corporate & Investment Banking (GCIB)

    Bank of America 4.7company rating

    New York, NY job

    Bank of America (********************** is one of the world's largest financial institutions, serving individual consumers, small businesses and large corporations with a full range of banking, investing, asset management, and other financial and risk-management products and services. Associate Position in Business Selection & Conflicts Group (New York) The Business Selection & Conflicts Group (BSC) is the first point of contact within Investment Banking on potential new business opportunities as well as queries regarding ongoing transactions. BSC clears all new potential business mandates to confirm potential conflicts of interest are anticipated, identified, and managed. BSC also drives decision making on business selection issues to ensure the firm is committing to the most attractive opportunities. BSC is a global group based in New York, London and Hong Kong that interacts daily with investment bankers as well as with various functions within Investment Banking (legal, compliance, finance, business operations). Since all new investment banking mandates must be analyzed by BSC before they are accepted by the firm, the group works in a very demanding, time sensitive environment. Principal Responsibilities The position is designed to provide a broad range of responsibilities and exposure, with tasks ranging from monitoring and reporting news on M&A deals to assisting senior members of the group with analyzing sensitive and high-profile transactions. While the person in this position will experience all aspects of the business selections and conflicts clearance process, the role's principal responsibilities include: conducting initial conflicts checks and collecting relevant details for new potential business opportunities; monitoring business mandates and identifying issues that arise following initial conflicts clearance; managing the deal teams' inquiries and expectations regarding conflicts clearance outcomes and timing; and documenting and tracking all conflicts checks, status updates, key information, and deal documentation in BSC's database Required Skills Candidates should have strong analytical skills, an interest in financial markets, enthusiasm about learning the business and ability to work effectively with a team. In particular, the ideal candidate has 1-2 years transaction-oriented experience in a business, legal or compliance-oriented role and exhibits the following: excellent written and verbal communication skills; strong attention to detail and organization skills; an ability to learn quickly, work in a time sensitive environment and think creatively to solve problems and anticipate potential questions or issues; effective time management and prioritization skills; an understanding of how to handle and manage confidential information; an ability to quickly and efficiently navigate information systems; proficiency with Microsoft Office Suite - PowerPoint, Excel, Word and Outlook; and an undergraduate degree in Finance, Accounting, Business, Economics or other relevant field is a plus. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$95,000.00 - $161,700.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $95k-161.7k yearly Auto-Apply 3d ago
  • General Application - For Future Consideration

    Summit Federal Credit Union 4.0company rating

    Summit Federal Credit Union job in Amherst, NY

    Job Description Want to Submit a Resume? Perhaps our current openings are not a match for your qualifications. If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union, in the Rochester, Buffalo, and Syracuse Regions.* Opportunities Frequently Available (Part Time & Full Time) - Check Career Page for Current Openings Teller - Provides quality member service by working with members to process transactional needs. Using cross-selling techniques, Tellers uncover the needs of members and then refer or sell financial products and services that are best suited for each member. Member Service Specialist - Using cross-selling techniques Member Service Specialists (MSS) uncover the needs of members and provide them with information, in order to help members determine which products or services will best meet their needs. Then, the MSS assists members with accessing those resources. This is performed in person, as well as over the telephone. Member Service Center Representatives - Establishes and maintains a positive rapport with members, leading to loyal relationships with members. Member Service Center Representatives (MSCRs) accomplish this by listening and responding to members' requests. MSCRs receive most transaction requests via phone communications, as well as through email and postal mail correspondence. Using cross-selling techniques, MSCRs provide valuable information to members about the features and benefits of the products and services offered by The Summit. Future Opportunities That May Become Available - No Current Openings Accounting Branch Management Call Center Collections Compliance & Risk Management Consumer Lending Facilities Human Resources Indirect Lending Information Systems Information Technology Marketing and Business Development Member Technology Solutions Mortgage Training and Development * Please Note: All candidates must submit an application and resume in order to be considered for current and/or future career opportunities. Aside from branch roles, all other roles work from our Corporate Office located in Rochester, NY. EQUAL OPPORTUNITY EMPLOYER The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.
    $46k-60k yearly est. 22d ago
  • Student Accounting Intern - Summer 2026

    ESL Federal Credit Union 4.5company rating

    Rochester, NY job

    Hours: 40 Schedule: is for Summer 2026 (May - August) Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs, which may require some overtime. Pay: $30.00 This position is for students currently enrolled as an undergraduate in their Junior/Senior year or pursuing their graduate degree in a related field. As an accounting intern within our accounting department, you will be based in Rochester, NY. The Accounting team is non-member facing and provides support across ESL and its subsidiaries. The accounting intern will work and network amongst other accounting & finance professionals at various levels of the organization. Specific duties will evolve around: * Developing an understanding of the Credit Union's business model and core functions. * Preparing balance sheet account reconciliations in accordance with Policies and Procedures. * Shadowing all roles within the accounting department on a rotational basis. * Analyzing and organizing raw data to identify trends and insights to share with management. * Other duties as assigned. Qualifications: * Currently an undergraduate student in your junior or senior year. * Accounting, Finance, or related Business major. * Expected to graduate between December 2026-May 2027. * Cumulative GPA is 3.25 or above. * Highly motivated and results oriented with a desire to exceed expectations. * Demonstrate intellectual curiosity and courage. * Strong critical thinking skills with the ability to develop solutions to modestly complex challenges. * Legal authorization to work in the US now and in the future without sponsorship. * Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1
    $30 hourly 8d ago
  • Student Teller - (Canandaigua/Geneva, Newark/Phelps) - Summer 2026

    ESL Federal Credit Union 4.5company rating

    Canandaigua, NY job

    Hours: 40 Schedule: is for Summer 2026 (May - August) Monday - Saturday with a day off during the week. Branch hours are Monday, Thursday & Friday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., and Saturday 9:00 a.m. - 1:00 p.m. Must be flexible to meet current and future business needs. Location: Candidate for this role must be willing to travel between both the Canandaigua and Geneva or Newark and Phelps. Pay: $17.75 This position is for students currently enrolled in an undergraduate program and with a minimum of one year of coursework completed by summer 2026. The Student Teller Internship is an opportunity for students interested in pursuing a career in banking and learning more about the industry. Students will learn the fundamentals of banking and gain exposure to career paths within the branch network. The position will allow you to: * Apply classroom knowledge in real world setting * Use problem solving skills * Gain basic financial literacy which can be applied to your personal finances * Learn basic banking principles including knowledge of loans and how loans work, proper cash handling techniques, how to identify counterfeit cash and checks, and the ability to balance a cash drawer * Assist members with processing financial transactions * Learn how to prospect customers for their banking needs * Create a positive member experience * Contribute to the overall operational success of a branch Accountabilities: This position is accountable for servicing members within operational and service level guidelines while contributing to the achievement of team lead objectives; internal and external satisfaction targets. Ensure operational proficiency by processing customer transactions effectively, efficiently and accurately * Complete daily transactions * Meet balance accuracy standards * Learn and follow all policies, procedures, and processes Participate in efforts to achieve unit's customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores. Adhere to member focus processes and expectations * Participate in coaching processes to improve proficiency in member focus behaviors * Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets. Qualifications: * Currently enrolled in an undergraduate program and with a minimum of one year of coursework completed by summer 2026 * Minimum 3.0 GPA preferred * Proficient in PC applications * Good verbal and written communications skills * People and team oriented * Prior customer service experience preferred * Maintains a high degree of flexibility in support of branch needs * Legal authorization to work in the US now and in the future without sponsorship * Demonstrate alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-JM1
    $17.8 hourly 8d ago
  • Vice President, Accounting and Finance

    The Summit Federal Credit Union 4.0company rating

    The Summit Federal Credit Union job in Rochester, NY

    Vice President, Accounting and Finance STATUS: Full Time / Exempt REPORTS TO: Chief Financial Officer COMPENSATION: The starting salary for this position is expected to be between $182,000-$192,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. Position Summary The Vice President of Accounting and Finance is responsible for leading, directing and overseeing the operations of the accounting, cash management and finance functions of the credit union. He/she is responsible for establishing and maintaining an outstanding system of internal controls to provide accurate and timely financial data. He/she is responsible for the accounting functions of the credit union to include accounts payable, budgets, general ledger, fixed assets, bank accounts, financial analysis, reporting, and taxes. Responsibilities include finance functions such as daily cash administration, investing, and maintaining borrowing relationships with liquidity sources. Perform all responsibilities in a manner that serves The Summit's Mission and upholds the credit union's values. Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below. The Vice President of Accounting and Finance must be capable of performing the following essential duties and responsibilities, with or without reasonable accommodations: Ensure that reports, accounts, systems, policies, and procedures adhere to generally accepted accounting principles (GAAP) and industry best practices. Responsible for the accuracy of all financial reporting, including the annual audited financial statements and quarterly call reports. Oversee the daily balance sheet and daily cash management report to ensure the credit union is compliant with its established liquidity and concentration limit guidelines. Responsible for running and maintaining the accuracy of the Current Expected Credit Losses (CECL) model. This entails reconciling the model data to the core data, file validation, recording the monthly estimate for the allowance for credit loss, analyzing variances and preparing reports for management. Responsible for the Asset Liability Management (ALM) model, including testing of assumptions, data accuracy and production of reports for management and the Board of Directors. Provide technical expertise, analytics, and actionable recommendations as a key leader of ALM Committee. Participate in all Retirement Plan Committee meetings as the primary Accounting liaison for the Pension Committee. Participate in all Investment Committee meetings as a member of the committee with full investment authority according to the Investment Policy approved by the Board of Directors. Oversee and manage the accounts payable function for the Credit Union in compliance with the Credit Union's Purchasing Policy. Maintain a current inventory of contracts and pricing information for all the vendors in accordance with the credit union's vendor management procedures. Supervise the timely payments of vendor invoices, employees/volunteer vouchers, and payments related to the indirect lending program. Responsible for conducting reviews of new and ongoing vendor management for contracts related to the Accounting functions. Analyze the obligations and liabilities to ensure the credit union is protected. Lead the preparation for the annual CPA audit and act as the main management liaison for the CPA audit. Complete the required disclosures for the annual financial footnotes. Provide leadership for the preparation of the annual budget with the CFO and Accounting staff. Other Attend monthly Board Meetings as requested by the CFO or CEO. Maintain an awareness of laws and regulations that impact accounting, internal audit, risk management and compliance by attending conferences/seminars and reading trade publications. Establish and maintain networking relationships throughout the community through involvement and participation in business, social, community and/or political committees, Boards or other activities. Provide a positive example to all areas in the credit union through his/her interactions with others. Participate in special assignments, projects and committees as requested by the Chief Financial Officer. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications and Skills Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience: Education: Bachelor's or Master's degree in Accounting or MBA CPA certification required 10 + years commensurate work experience required. A minimum of 7 years' experience in financial management in a dynamic financial environment required Must possess extensive knowledge of regulations that impact the credit union's Accounting and Finance Must possess understanding of financial products and services Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies Must possess excellent leadership, interpersonal and communication skills. Strong organizational skills and attention to detail. Excellent organizational and analytical skills. Ability to communicate both verbally and in writing at a professional business level Ability to act independently. Ability to make effective decisions in a reasonable time frame. Ability to identify and correct areas of inefficiency. Ability to work effectively under pressure and against strict time constraints. Ability to travel that may require air travel and limited overnight stays away from home. Ability to manage and lead people. Microsoft Office Suite, particularly: Outlook, Word, PowerPoint and Excel Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems Intranet/Internet Web-based vendor systems Teller and Banking Software Physical Requirements Lifting (5-10 pounds) Standing/Sitting extended periods of time, while working in front of computer monitor Typing / Data Entry Professional Office Environment Overhead Lighting Training and Compliance Requirements Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees completeannual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
    $182k-192k yearly Auto-Apply 60d+ ago
  • CEB&I Client Specialist - Northeast - (New York / New Jersey / Pennsylvania)

    Bank of America 4.7company rating

    New York job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This role is responsible for identifying and evaluating prospective clients for the Client Employee Banking and Investing Program by partnering with internal stakeholders and leveraging data-driven insights. The position involves engaging with corporate clients and senior executives to present program benefits, manage contracts, and coordinate approvals across legal, compliance, and risk teams. Acting as a subject matter expert, the individual will build and maintain strong relationships with internal partners to support seamless program delivery. Additionally, the role oversees implementation, monitors client development activities, and ensures alignment with broader business initiatives. Responsibilities: Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate clients for the Client Employee Banking and Investing Program. Manage data-gathering processes such as deposit analytics and business case development to secure internal approvals for targeted clients. Build and maintain a pipeline of prospective clients, ensuring alignment with program goals and strategic priorities. Conduct client research and prepare for meetings to effectively present program benefits to senior executives and decision-makers. Serve as a Consumer Bank subject matter expert, fostering strong relationships with internal partners including GCB/GCIB Client Managers and Financial Advisors. Lead contract negotiations and coordinate with legal, compliance, and vendor management teams to ensure timely approvals and execution. Required Qualifications: Minimum of 3 years of experience in business development or client development roles. Demonstrated ability to successfully manage a portfolio of clients and drive engagement. Proven track record in prospecting, relationship building, and closing successful transactions. Strong professional sales skills, including strategic planning, execution, and follow-up. Solid foundation in finance, marketing, and internal controls. Experience with financial modeling and data analysis. Excellent oral and written communication skills. Demonstrated leadership and ability to influence cross-functional teams. Skilled in organizing, facilitating, and negotiating with cross-enterprise teams to onboard new clients. Desired Qualifications: Bachelor's degree in business, finance, or economics preferred. Master of Business Administration (MBA) desirable but not required. Active participation in Opportunity & Inclusion organizations and volunteer initiatives. Strong public speaking skills with the ability to present confidently to diverse audiences. Established networking relationships across the enterprise, particularly with centers of influence within the Consumer Bank. Skills: Collaboration Executive Presence Oral Communications Presentation Skills Problem Solving Attention to Detail Continuous Improvement Influence Product Management Strategic Thinking Business Analytics Innovative Thinking Market Analysis Process Management Reporting Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544) Pay and benefits information Pay range$113,000.00 - $165,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $51k-73k yearly est. Auto-Apply 60d+ ago
  • Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027

    Bank of America Corporation 4.7company rating

    New York, NY job

    Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office Bank of America: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Merrill: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products, services and solutions for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description & Program Overview: Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams. Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office, Investment Solutions Group, and Merrill Home Office. As part of the Merrill organization, the Chief Investment Office and Investment Solutions Groups strive to provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business (including Merrill and the Private Bank). Through a highly integrated and effective Investment Process, they provide solutions across all product platforms and asset classes - multi-asset, equity, fixed income and alternative investments including structured products - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach. Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention. Our structured 10-week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout. Interns will be placed on a specific team within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office such as: * Chief Investment Office * Investment Strategy and Thought Leadership * Asset Allocation * Due Diligence * Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset) * Sustainable & Impact Investing * Investment Solutions Group * Alternative Investments * Investment Products & Platforms * Personal Retirement Product Management * Wealth Management Specialists * Merrill Home Office * Merrill Chief Operating Office Organization Qualifications: Required * Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2027 and August 2028 * Demonstrated record of achievement, such as extracurricular activities or leadership roles * Finance knowledge * Excellent verbal and written communication skills * Analytical and critical thinking skills * Ability to work effectively within a team * Ability to think independently * Ability to work collaboratively * Strong time management skills and attention to detail Desired * 3.2 minimum GPA preferred * Technical skills such as Excel and PowerPoint * Major or minor of studies in a field of Quantitative Finance, Financial Engineering, or a related technical field that blends advanced quantitative methods with finance and economics is a plus * Experience managing and analyzing large data sets using data science tools such as artificial intelligence and machine learning * Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, R, or equivalent Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st Shift
    $68k-93k yearly est. 2d ago
  • Relationship Banker - Syracuse Area

    Bank of America Corporation 4.7company rating

    Cicero, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $41k-51k yearly est. 3d ago
  • Member Service Specialist (Full Time) - Erie Boulevard Branch

    The Summit Federal Credit Union 4.0company rating

    The Summit Federal Credit Union job in Syracuse, NY

    STATUS: Full-Time / Non-Exempt REPORTS TO: Branch Manager HOURS: 37.5 hours per week COMPENSATION: The starting hourly wage for this position is expected to be $20.50-$21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. SCHEDULE*: Monday 8:45 - 4:15 / Tuesday 8:45 - 4:15 / Wednesday 9:45 -4:15 / Thursday 8:45 - 5:15 / Friday 8:45 - 6:15 / Saturday 8:30 - 1:30 *Schedule may vary based on business need, Monday - Saturday, with a day off during the week. Position Overview The primary function of the Member Service Specialist (MSS) is to uncover members' needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Member Service Specialist provides members with accurate information, regarding the credit union's products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. Essential Functions Member Service Desk: Promote and cross-sell credit union products and services that best suit our members' needs. Meet sales goals as determined by management. Initiate contact with members to discuss unaddressed needs. Ask for business referrals from satisfied members. Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone. Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. Responsible for balancing daily work. Build in next steps with members to address future needs. Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person. Adhere to credit union and departmental policies and procedures. Update and document information learned about members on the system. Teller Station: Accurately process transactions. Adhere to credit union policies and branch/departmental procedures. Make appropriate and timely suggestions about products and services to members. Make effective referrals to other specialists when appropriate. Other Update and document information learned about members on the system. Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day. Assist in various duties upon management's request. Participate in special projects as assigned by management. Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: High School Diploma/Equivalency required. Minimum one-two years' prior Teller experience. Prior sales experience preferred. Skills Strong math and keyboarding skills. Effective communication skills, including listening skills, to build relationships and member loyalty. Excellent interpersonal skills to create positive member experience. Ability to cross-sell products and services. Strong attention to detail and excellent organizational skills. Working Environment Must be able to sit and or stand for an extended period of time in a normal office environment. Occasional lifting required. Ability to travel to other branch locations for staffing assistance, trainings and meetings as assigned. Licensure Requirements In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute's regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
    $20.5-21.5 hourly Auto-Apply 38d ago
  • General Application - For Future Consideration

    Summit Federal Credit Union 4.0company rating

    Summit Federal Credit Union job in Syracuse, NY

    Job Description Want to Submit a Resume? Perhaps our current openings are not a match for your qualifications. If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union, in the Rochester, Buffalo, and Syracuse Regions.* Opportunities Frequently Available (Part Time & Full Time) - Check Career Page for Current Openings Teller - Provides quality member service by working with members to process transactional needs. Using cross-selling techniques, Tellers uncover the needs of members and then refer or sell financial products and services that are best suited for each member. Member Service Specialist - Using cross-selling techniques Member Service Specialists (MSS) uncover the needs of members and provide them with information, in order to help members determine which products or services will best meet their needs. Then, the MSS assists members with accessing those resources. This is performed in person, as well as over the telephone. Member Service Center Representatives - Establishes and maintains a positive rapport with members, leading to loyal relationships with members. Member Service Center Representatives (MSCRs) accomplish this by listening and responding to members' requests. MSCRs receive most transaction requests via phone communications, as well as through email and postal mail correspondence. Using cross-selling techniques, MSCRs provide valuable information to members about the features and benefits of the products and services offered by The Summit. Future Opportunities That May Become Available - No Current Openings Accounting Branch Management Call Center Collections Compliance & Risk Management Consumer Lending Facilities Human Resources Indirect Lending Information Systems Information Technology Marketing and Business Development Member Technology Solutions Mortgage Training and Development * Please Note: All candidates must submit an application and resume in order to be considered for current and/or future career opportunities. Aside from branch roles, all other roles work from our Corporate Office located in Rochester, NY. EQUAL OPPORTUNITY EMPLOYER The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.
    $47k-61k yearly est. 22d ago
  • Student Accounting Intern - Summer 2026

    ESL All Companies 4.5company rating

    Rochester, NY job

    Hours: 40 Schedule: is for Summer 2026 (May - August) Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs, which may require some overtime. Pay: $30.00 This position is for students currently enrolled as an undergraduate in their Junior/Senior year or pursuing their graduate degree in a related field. As an accounting intern within our accounting department, you will be based in Rochester, NY. The Accounting team is non-member facing and provides support across ESL and its subsidiaries. The accounting intern will work and network amongst other accounting & finance professionals at various levels of the organization. Specific duties will evolve around: Developing an understanding of the Credit Union's business model and core functions. Preparing balance sheet account reconciliations in accordance with Policies and Procedures. Shadowing all roles within the accounting department on a rotational basis. Analyzing and organizing raw data to identify trends and insights to share with management. Other duties as assigned. Qualifications: Currently an undergraduate student in your junior or senior year. Accounting, Finance, or related Business major. Expected to graduate between December 2026-May 2027. Cumulative GPA is 3.25 or above. Highly motivated and results oriented with a desire to exceed expectations. Demonstrate intellectual curiosity and courage. Strong critical thinking skills with the ability to develop solutions to modestly complex challenges. Legal authorization to work in the US now and in the future without sponsorship. Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KZ1
    $30 hourly 9d ago
  • Global Corporate Banking Summer Analyst Program - 2027

    Bank of America Corporation 4.7company rating

    New York, NY job

    Why Corporate Banking? A Corporate Banker is a relationship-driven corporate finance professional, who is an expert in matching clients' needs with banking solutions. The Corporate Banker fully embodies Bank of America's motto and core value "What would you like the power to do?" by leveraging their deep understanding of the financial challenges corporate clients face to effectively deploy the bank's capabilities and resources to help them achieve their goals. As a Corporate Banker, you'll be the hub in the wheel of Bank of America's products and services for our corporate clients, driving the dialogue and working in partnership with products experts from each group to deliver the bank's full platform to clients in a timely, smooth and coordinated manner. Corporate Banking vs. Investment Banking Corporate and Investment Banking are both relationship-focused roles. Although the two groups, which are both organized by industry, often work closely together and even sit on the same floor, there are fundamental differences: * The Corporate Banker is the gatekeeper of three of the core pillars of the bank's offering, Debt & Credit Ratings, Risk Management and Treasury Solutions, while the Investment Banker is the gatekeeper of two of the core pillars, M&A and Equity * The Corporate Banker key contacts are the Treasurer, Assistant Treasurer and CFO while the Investment Banker's key client contacts are the CEO, CFO and Business Development Manager * As the Corporate Banker and Investment Banker work in parallel, making sure corporate clients can access the full breadth of the bank's offering, their paths often intersect on strategic client discussions and transactions and on building and maintaining strong relationships with key client executives Why Bank of America? Bank of America is one of the world's leading financial institutions, serving individuals, businesses, large corporations, and governments with a broad, comprehensive range of solutions to their complex financial issues. Bank of America strives to be a place you can be proud and happy to work at. It is a diverse, inclusive workplace where employees are valued for their individual strengths and perspectives, supported in growing their careers and recognized and rewarded for their contributions. Why our Summer Internship program? The Summer Analyst program is a collaborative and motivating program designed to offer you broad and exciting exposure to the full range of products and services we offer to our clients and to empower you to make an impact, with the support of an extensive formal training offered at the start of the program and mentorship throughout. Our Summer Analyst program will set you up for success, by providing you with analytical based work experience focused on the financial markets, true insight into life as a Corporate Banker and a strong platform to launch your career. As a Summer Analyst, your key responsibilities may include but will be not limited to the below - don't worry if these tasks don't make sense yet, we are here to guide you! * Working on live deals * Preparation of internal materials from compliance clearance to deal approval memos for transaction capital committees * Preparation of external materials such as working group lists, due diligence questionnaires and lender presentations * Working on client pitches, helping strengthen and expand the relationship * Preparation of relationship overview and coverage team pages * Performance of various financial analyses including capital structure and credit ratings analysis, WACC analysis and fire power analysis * Peer analysis, such as liquidity, capital allocation, capital structure and fixed to floating profile analysis * Working on the day-to-day client relationship, helping clients solve any issues or needs that might arise Qualifications * Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * 3.5 minimum GPA preferred and can demonstrate a track record of superior performance in extracurricular and professional activities * Distinguished written and oral communications skills * Strong analytical and organizational skills and attention to detail * Proactivity, curiosity, ability to learn quickly, team focus, strong work ethic * Dedication to building a career in the corporate banking industry, coupled with a strong desire to learn and succeed in team environments Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
    $68k-93k yearly est. 2d ago
  • Teller (Full-Time)

    Summit Federal Credit Union 4.0company rating

    Summit Federal Credit Union job in Syracuse, NY

    STATUS: Full-time / Non-Exempt REPORTS TO: Branch Manager HOURS: 37.5 hours per week COMPENSATION: The starting hourly wage for this position is expected to be $18.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. SCHEDULE*: Monday 8:45 - 4:15pm / Tuesday 8:45 - 4:15pm/ Wednesday 9:45-4:15pm / Thursday 8:45 - 5:15pm / Friday 8:45 - 6:15pm / Saturday 8:45 - 1:15 *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month, with a day off during the week. Position Overview The primary function of a Teller (Full Time) is to provide quality member service while processing member transactions accurately and in a timely efficient manner. Exhibit knowledge in Branch Operational Procedures and promote relationships by referring and selling financial products and services that best suit our members' needs. Essential Functions Represent the Credit Union with a positive, courteous, enthusiastic and professional attitude towards all members, colleagues, management, board members and outside vendors. Responsible for performing transactions accurately and efficiently via phone and in person. Responsible for balancing daily work. Answer inbound teller-line member support phones and process telephone requests. Consistently make appropriate and timely suggestions/referrals of products and services to members. Make quality referrals to Member Service Specialists for thorough review of features and benefits of products and services. Make quality referrals to the Summit Retirement and Investment Services department. Meet sales goals as determined by management using CML. Adhere to credit union policies and departmental/branch procedures. Update and document information learned about members in Contact Event Manager. Other Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day. Completion of special projects as assigned by the Head Teller or management. Assist Head Teller with daily close-out procedures and any other duties as requested. Strictly adhere to the established security and regulatory procedures while maintaining security of the work area and member sensitive documents, ensuring that it presents a well maintained, organized and neat appearance. Qualifications Education/Experience: An equivalent combination of the following: High School Diploma/Equivalency required. Minimum six months' cash handling experience. Prior sales experience preferred. Skills Strong math and keyboarding skills required. Effective communication skills, including listening skills. Excellent interpersonal skills. Proficient sales skills, with the ability to recognize opportunities that meet member needs. Ability to build member relationships and promote member loyalty. Working Environment Must be able to sit and or stand for an extended period of time in a normal office environment. Occasional lifting required. Ability to travel to other branch locations for staffing assistance, trainings and meetings as assigned. EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
    $18 hourly Auto-Apply 38d ago
  • Private Bank Associate - Investments

    Bank of America 4.7company rating

    New York, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: • Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products • Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner • Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Responsible for providing administrative and analytical support to Portfolio Manager(s) Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews Qualifications: Minimum of 1 year of experience with a financial institution focusing on client service and sales High net worth client service and sales experience desired BS/BA degree in Business, Finance or Economics desired Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $28.5-40.3 hourly Auto-Apply 3d ago
  • Advance Hire Member Service Center Representative (Full Time)

    Summit Federal Credit Union 4.0company rating

    Summit Federal Credit Union job in Rochester, NY

    Job Description STATUS: Full time / Non-Exempt REPORTS TO: Director, Member Service Center COMPENSATION: The starting hourly wage for this position is expected to be between $20.50 - $21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week SCHEDULE: Shifts during the following hours of operation: Monday - Friday 8:00am - 6:00pm, Saturday 8:00am - 2:00pm Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone! Position Overview The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels. Perform all responsibilities in a manner that serves The Summit's Mission and upholds the credit union's values. Essential Functions Perform various financial transactions and inquiry requests accurately and efficiently. Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit's products, services and programs and the benefits they offer. Provide members with accurate information on the credit union's products and services in an effective and professional manner while striving for first call resolution. Follows the defined Quality Assurance program to allow for exceptional member experience. Meet assigned sales goals as determined by management. Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone. Adhere to credit union and departmental policies and procedures. Maintain strict adherence to security protocols for identifying members. Promote a positive and professional environment based on The Summit's core values. Other Update and document information learned about members. Assist in various duties upon management's request. Participate in special projects as assigned by management. Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: Education: High School Diploma or GED equivalent Experience: One to two years' prior teller, call center or member/customer experience preferred Sales experience preferred. Knowledge of Microsoft Windows and Microsoft Office Suite. Capable of advancing to a MSCR II position, as it becomes available, within one year of employment. Skills/Abilities/Knowledge Strong critical thinking skills Strong math and keyboarding skills. Ability to listen and communicate effectively. Ability to read, comprehend and explain transaction history and account activity. Excellent interpersonal skills to create a positive member experience. Strong attention to detail and excellent organizational skills. Microsoft Office Suite, particularly: Outlook, Word, and Excel Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines) Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software. Licensure Requirements In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute's regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. Working Environment Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds) Standing/Sitting extended periods of time, while working in front of computer monitor Typing / Data Entry Professional Office Environment Overhead Lighting EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
    $20.5-21.5 hourly 17d ago
  • General Application - For Future Consideration

    Summit Federal Credit Union 4.0company rating

    Summit Federal Credit Union job in Seneca Falls, NY

    Job Description Want to Submit a Resume? Perhaps our current openings are not a match for your qualifications. If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union, in the Rochester, Buffalo, and Syracuse Regions.* Opportunities Frequently Available (Part Time & Full Time) - Check Career Page for Current Openings Teller - Provides quality member service by working with members to process transactional needs. Using cross-selling techniques, Tellers uncover the needs of members and then refer or sell financial products and services that are best suited for each member. Member Service Specialist - Using cross-selling techniques Member Service Specialists (MSS) uncover the needs of members and provide them with information, in order to help members determine which products or services will best meet their needs. Then, the MSS assists members with accessing those resources. This is performed in person, as well as over the telephone. Member Service Center Representatives - Establishes and maintains a positive rapport with members, leading to loyal relationships with members. Member Service Center Representatives (MSCRs) accomplish this by listening and responding to members' requests. MSCRs receive most transaction requests via phone communications, as well as through email and postal mail correspondence. Using cross-selling techniques, MSCRs provide valuable information to members about the features and benefits of the products and services offered by The Summit. Future Opportunities That May Become Available - No Current Openings Accounting Branch Management Call Center Collections Compliance & Risk Management Consumer Lending Facilities Human Resources Indirect Lending Information Systems Information Technology Marketing and Business Development Member Technology Solutions Mortgage Training and Development * Please Note: All candidates must submit an application and resume in order to be considered for current and/or future career opportunities. Aside from branch roles, all other roles work from our Corporate Office located in Rochester, NY. EQUAL OPPORTUNITY EMPLOYER The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.
    $47k-61k yearly est. 22d ago
  • Floating Member Service Specialist (Full Time)

    Summit Federal Credit Union 4.0company rating

    Summit Federal Credit Union job in Seneca Falls, NY

    Job Description STATUS: Full time / Non-Exempt REPORTS TO: Branch Manager HOURS: 37.50 hours per week COMPENSATION: The starting hourly wage for this position is expected to be around $22.00-23.00** per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. SCHEDULE: Monday 8:30 - 4:30 / Tuesday 8:30 - 4:30 / Wednesday 9:30 - 4:30 / Thursday 8:30 - 5:30 / Friday 8:30 - 6:30 / Saturday 8:30 - 1:30 *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month. **This position is a floating role that travels 45-minutes between our branches. In addition to compensation, we compensate for mileage when traveling the 45-minute distance. Position Overview The primary function of the Floating Member Service Specialist (MSS) is to uncover members' needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union's products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Syracuse region. Essential Functions Member Service Desk: • Promote and cross-sell credit union products and services that best suit our members' needs. • Meet sales goals as determined by management. • Initiate contact with members to discuss unaddressed needs. • Ask for business referrals from satisfied members. • Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone. • Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. • Responsible for balancing daily work. • Build in next steps with members to address future needs. • Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person. • Adhere to credit union and departmental policies and procedures. • Update and document information learned about members on the system. Teller Station: • Accurately process transactions. • Adhere to credit union policies and branch/departmental procedures. • Make appropriate and timely suggestions about products and services to members. • Make effective referrals to other specialists when appropriate. Other • Update and document information learned about members on the system. • Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day. • Assist in various duties upon management's request. • Participate in special projects as assigned by management. • Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: • High School Diploma/Equivalency required. • Minimum one-two years' prior Teller experience. Skills • Strong math and keyboarding skills. • Effective communication skills, including listening skills, to build relationships and member loyalty. • Excellent interpersonal skills to create positive member experience. • Ability to cross-sell products and services. • Strong attention to detail and excellent organizational skills. Working Environment • Must be able to sit and or stand for an extended period of time in a normal office environment. • Occasional lifting required. Licensure Requirements • In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute's regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
    $22-23 hourly 17d ago

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The Summit Federal Credit Union may also be known as or be related to Summit Federal Credit Union (inc), Summit Federal Credit Union/The and The Summit Federal Credit Union.