Member Service Specialist jobs at The Summit Federal Credit Union

Responsible for Commercial payments and payoffs processing for Commercial Loan Operations, while adhering to Department procedures, Corporate policies, and Compliance, Audit and Legal requirements. Supports all projects and on track to become subject matter expert on all initiatives within the area. **Primary Responsibilities:** + Complete high complexity data entry updates, analysis and Interpretation of payment and payoff processing. + Complete advanced document review and/or preparation with interpretation. + Respond to or initiate complex requests. + Complete high complexity standard and non-standardized level research over range of disciplines with interaction with internal business partners for problem resolution. + Complete high complexity level analysis and reconciliation. + Complete highly complex, non-standardized exception processing. + Complete high level complexity document to system quality control on activities completed. + Assist with cross-training less experienced personnel by providing coaching. + Submit refunds though paper or electronic general ledger entries for multiple departments in Commercial Loan Operations. + Cross train in disciplines/functions of Commercial Loan Operations and serve as back-up for multiple functions within the area. + Prepare procedural updates for multiple disciplines/departments of Commercial Loan Operations as requested. + Assist with management requests to support department audits. + Serve as back-up to Group Leader as required by absence and under direction of management. + Participate in projects as assigned. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** **Education and Experience Required:** Associate's degree and a minimum of 1 years' related work experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or work experience, including a minimum of 1 years' related experience **Education and Experience Preferred:** Bachelor's degree Minimum of 3 years' accounting mainframe systems experience Flexible to handle changing responsibilities based on daily volume and department needs M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Responsible for Commercial payments and payoffs processing for Commercial Loan Operations, while adhering to Department procedures, Corporate policies, and Compliance, Audit and Legal requirements. Supports all projects and on track to become subject matter expert on all initiatives within the area. Primary Responsibilities: Complete high complexity data entry updates, analysis and Interpretation of payment and payoff processing. Complete advanced document review and/or preparation with interpretation. Respond to or initiate complex requests. Complete high complexity standard and non-standardized level research over range of disciplines with interaction with internal business partners for problem resolution. Complete high complexity level analysis and reconciliation. Complete highly complex, non-standardized exception processing. Complete high level complexity document to system quality control on activities completed. Assist with cross-training less experienced personnel by providing coaching. Submit refunds though paper or electronic general ledger entries for multiple departments in Commercial Loan Operations. Cross train in disciplines/functions of Commercial Loan Operations and serve as back-up for multiple functions within the area. Prepare procedural updates for multiple disciplines/departments of Commercial Loan Operations as requested. Assist with management requests to support department audits. Serve as back-up to Group Leader as required by absence and under direction of management. Participate in projects as assigned. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities:Education and Experience Required: Associate's degree and a minimum of 1 years' related work experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or work experience, including a minimum of 1 years' related experience Education and Experience Preferred: Bachelor's degree Minimum of 3 years' accounting mainframe systems experience Flexible to handle changing responsibilities based on daily volume and department needs M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! This position may allow for remote work after successful completion of training and at least six (6) months of employment on-site. This is a Full-time opportunity. Full-time is based on a 40-hour per week schedule: * Shifts are 8 hours with a 30-minute unpaid lunch break, scheduled within our hours of operation. * We are looking for open availability Monday-Friday 7am-7pm and every other Saturday 8am-2pm. In addition to Sunday, you can look forward to having a scheduled day off durring the week. Summary of Role: In the role of Member Service Representative (MSR), this individual will deliver consultative service and assistance to credit union members over the phone. Responsibilities include (but are not limited to) resolving member issues, understanding, and addressing financial needs with empathy, and fostering relationships with members to enhance satisfaction. The MSR will also facilitate targeted referrals to internal business partners, contributing to the development of deeper member relationships. Moreover, the role involves educating members on credit union products, ensuring compliance with policies and regulations, and providing assistance with account maintenance. Essential Job Functions/Responsibilities: * Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions. * Provide accurate information about products, services, and promotions. * Process financial transactions on member's accounts in an efficient and effective manner. * Review, qualify, open and close deposit accounts and ATM/debit cards and submit disputes. * Process credit card payments, transfers, fees, and all related tasks accurately. * Decision fee-refunds within defined relationship parameters and authority thresholds. * Act as a member advocate and handle difficult conversations with professionalism and courtesy. * Resolve member's concerns while ensuring regulatory compliance. * Stay updated on product knowledge and company policies. Minimum Job Qualifications: * Minimum: High School or Equivalent * Preferred: 2 year / Associates Degree in Business, Finance, or Related from an accredited institution. * Proven customer service experience or relevant work experience. * Excellent communication skills, both verbal and written. * Ability to multitask and work in a fast-paced environment. * Strong problem-solving skills and attention to detail. * Proficient in using call center software and computer applications. * Flexibility to work various shifts, including weekends. Starting Compensation: $20/hr, plus a competitive benefits package. Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

40 hours/week The contact center is open Monday - Saturday. Weekdays 7:00 a.m. - 7:00 p.m. and Saturdays 8:30 a.m. - 2:00 p.m. Schedule: This position offers a set schedule, Monday - Saturday with a day off during the week, and every Sunday off. It is a hybrid role that is remote eligible for up to 50% of the time if all performance expectations are consistently being met. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: $22.02/hr with opportunity to advance to a level II In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is accountable for helping customers via a phone channel, assisting with account reviews, transaction processing, and customer profile maintenance. Telebanker I employees identify and recommend products and services to help customers address financial needs in a referral capacity. This position also promotes and provides support of ESL's digital channel features, including general site navigation, money movement guidance, and digital banking password resets. Accountabilities: Employee Experience: Telebanker I employees are focused on foundational skill development, and sharing feedback to surface actionable improvement opportunities for an enhanced customer and employee experience. Active participation in Voluncare Model ESL's core values Engages in continuous self-development Openly accepts feedback to improve performance, and offers feedback for an improved experience Is engaged in coaching activities Consistent reliability and dependability in fulfilling job responsibilities Customer Experience: Telebanker I employees are focused on the consistent use of approved behaviors to insure that customer experience align with standards. Recommend and refer products and services to help customers increase their convenience and achieve their financial goals Accuracy in transaction processing Adhere to Contact Center Call Center Standards for call handling Adhere to work schedule Accurately process customer transactions and provide appropriate recommendations to customers who may need guidance in identifying the best solution to meet needs. Support the Voice of Customer process by documenting customer feedback in the VOC database Operational Excellence: Telebanker I employees understand the need for referencing system tools, support lines, leadership, and procedures to insure accuracy in the information they provide to customers, and the transactions and maintenance activities they process. Accuracy in transaction processing Effective use of system tools to problem solve Transitioning call to Telebanker II when call complexity exceeds scope of role Financial Impact: Telebanker I employees learn about products and services, and use their product knowledge to recommend products and services that benefit the customer. Accuracy in transaction processing Act as the first line of defense against fraud and scams which place customer account security at risk. Strict adherence to verification processes for authenticating customer identities, verifying transactions, and confirming sensitive information to prevent fraudulent activities Deliver information to customers on identifying and preventing fraud. Sensitivity to unusual behavior, inconsistencies in information provided, or requests for sensitive information Escalate issues to higher authorities when necessary Qualifications High School diploma or High School equivalency diploma required Min 1yr customer service and/or sales experience in a retail/sales environment Comfortable working with a variety of computer applications Effective verbal communication skills Ability to identify opportunities to deepen customer relationships Ability to maintain poise and professionalism under pressure Prior banking experience preferred 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-KM1 #LI-Hybrid

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Capital Northwest Regions which includes Clifton Park - Route 9, Clifton Park - Park Ave., Wilton and both Malta Branch locations. WHAT YOU'LL DO * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and regulatory guidelines. LET'S TALK IF YOU * Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. * Have excellent interpersonal skills. * Are flexible to work out of any location at any time, as business needs dictate. * Have the ability to lift at least 10 pounds and stand for long periods of time. TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Northwest Region #2 Branches, which includes our Union Street, Amsterdam, Glenville, and both Schenectady Branch and Niskayuna Branch locations. WHAT YOU'LL DO * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and regulatory guidelines. LET'S TALK IF YOU * Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. * Have excellent interpersonal skills. * Are flexible to work out of any location at any time, as business needs dictate. * Have the ability to lift at least 10 pounds and stand for long periods of time. TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Front Street Branch; however, you will also support all branch locations within the Binghamton area. WHAT YOU'LL DO * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and regulatory guidelines. LET'S TALK IF YOU * Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. * Have excellent interpersonal skills. * Are flexible to work out of any location at any time, as business needs dictate. * Have the ability to lift at least 10 pounds and stand for long periods of time. TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

The Enterprise Services Risk organization is expanding with a focus on attracting innovative, pioneering, collaborative, and highly skilled professionals. We operate at the forefront of risk management, providing support for novel and developing technologies, as well as critical business strategies. Diverse perspectives and experiences are valued as we work to redefine the financial sector. As an Associate on the Enterprise Services Controls Governance team, you will be responsible for working with Technology, Cyber, business risk and other teams in both the first and second lines of defense to consult on controls and help Enterprise Services continue to drive a well-managed control environment across Capital One's Enterprise Services. You will work closely with our partners to ensure control changes follow an established process and adhere to the Enterprise Control Standard. You will be responsible for processing control intake requests related to the end-to-end Controls Lifecycle Management from creation to retirement for non-SOX Enterprise Services controls. In this role, you will: * Review and process control intake requests for creation, modification, and retirement of controls as part of lifecycle management and ensure adherence to Enterprise Control Standard * Work with the partners to ensure that impact of control changes on processes such as regulatory gap assessments, process and risks are thoroughly assessed and reflected in the system of record. * Provide consultation, feedback or effectively challenge the control changes as needed and ensure control changes obtain appropriate approvals * Monitor metrics around data quality to ensure control data is complete and accurate in the system of record * Partner to identify and implement automated solutions to enable proactive risk management * Support development of content in response to Internal Audit and Regulatory agencies related to controls management * Assist and drive project and program delivery, including project and process management, reporting, facilitation of senior leadership meetings, drafting and reviewing materials for senior management and the Board of directors, and other governance activities. Basic Qualifications: * High School Diploma, GED or Equivalent Certification * At least 1 year of experience in Risk Management, Process Management, Project Management, or a combination of these Preferred Qualifications * Bachelor's Degree or Military Experience * Certifications such as Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Project Management Professional (PMP) Certification, or Masters Certificate of Project Management (CPM) * Experience with Cloud platforms (AWS, GCP, Azure) * Experience with applying automation in risk management At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Sales Territory: $84,400 - $96,300 for Associate, Cyber Risk & Analysis McLean, VA: $92,800 - $105,900 for Associate, Cyber Risk & Analysis Richmond, VA: $84,400 - $96,300 for Associate, Cyber Risk & Analysis New York, NY: $101,200 - $115,500 for Associate, Cyber Risk & Analysis Wilmington, DE: $84,400 - $96,300 for Associate, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Capital Northwest Regions which includes Clifton Park - Route 9, Clifton Park - Park Ave., Wilton and both Malta Branch locations. WHAT YOU'LL DO * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and regulatory guidelines. LET'S TALK IF YOU * Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. * Have excellent interpersonal skills. * Are flexible to work out of any location at any time, as business needs dictate. * Have the ability to lift at least 10 pounds and stand for long periods of time. TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Capital Central Region #2 and you will support the following branches Altamont, Guilderland, Headquarters, Central Avenue and Wolf Rd Branch locations. WHAT YOU'LL DO * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and regulatory guidelines. LET'S TALK IF YOU * Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. * Have excellent interpersonal skills. * Are flexible to work out of any location at any time, as business needs dictate. * Have the ability to lift at least 10 pounds and stand for long periods of time. TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Northwest Region #2 Branches, which includes our Union Street, Amsterdam, Glenville, and both Schenectady Branch and Niskayuna Branch locations. WHAT YOU'LL DO * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and regulatory guidelines. LET'S TALK IF YOU * Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. * Have excellent interpersonal skills. * Are flexible to work out of any location at any time, as business needs dictate. * Have the ability to lift at least 10 pounds and stand for long periods of time. TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

Data is at the center of everything we do. As a startup, we disrupted the credit card industry by individually personalizing every credit card offer using statistical modeling and the relational database, cutting edge technology in 1988! Fast-forward a few years, and this little innovation and our passion for data has skyrocketed us to a Fortune 200 company and a leader in the world of data-driven decision-making. As an Data Scientist Leader at Capital One, you'll be part of a team that's leading the next wave of AI-driven disruption at a whole new scale, using the latest in computing and AI/ML technologies and operating across billions of customer records to unlock the big opportunities that help everyday people save money, time and agony in their financial lives. Team Description: The Specialist Models Team in AI Foundations engages in active research in GenAI and AI powered capabilities to build scalable futuristic solutions to enhance our customers digital experience and provide them with superior protection in their financial lives. You will be the driving force to lead research, innovate and develop applications with emerging AI/ML technologies. Our areas of research include advanced LLM powered search, natural language interfaces, advanced biometrics, recommendation and personalization systems, Highly Sensitive Human Data detection systems, Guardrails, and Red-teaming to build safe and reliable AI systems. In this role, you will: Lead a cross-functional team of data scientists, software engineers, machine learning engineers and work with product managers and Engineers to deliver AI powered products. Lead cutting-edge research and development in Generative AI (GenAI) to enhance our fraud detection, device trust and customer data models, including model architecture design, hyperparameter optimization, and evaluation metrics. Fine-tune advanced Large Language Models (LLMs) for domain-specific applications, inference optimization, and multi-agentic workflows, leveraging techniques like transfer learning, prompt engineering, curriculum learning, and reinforcement learning with human feedback (RLHF). Leverage a broad stack of technologies - Python, AWS, Pyspark, LangChain, LangGraph, HuggingFace Transformers, vLLM and VectorDBs, and more, for model development, deployment, and monitoring. Be the expert in Graph ML, and Natural Language Processing (NLP) to harness the power of Large Language Models (LLMs), adapt and finetune them for business specific applications and features, including entity recognition, sentiment analysis, and summarization. Drive innovation by designing, training, evaluating, and deploying state-of-the-art AI models, partnering with engineering teams to integrate them into scalable and resilient production systems with robust MLOps practices. Translate complex AI/ML research into tangible business outcomes, improving customer experience through real-time, intelligent digital assistance, by identifying key performance indicators (KPIs) and designing A/B tests to measure impact. The Ideal Candidate is: Innovative. You are deeply engaged in AI/ML research and stay ahead of the curve on emerging GenAI advancements. You seek out opportunities to apply state-of-the-art methods to real-world problems, with a strong understanding of model limitations and ethical considerations. Creative. You excel at defining and solving complex, ambiguous problems, constantly questioning and pushing boundaries to develop novel solutions, and can translate business needs into technical requirements. A leader. You challenge conventional thinking, drive breakthroughs in conversational AI, and mentor teams to achieve innovation excellence, fostering a culture of continuous learning and experimentation. Technical. You have hands-on experience in AI/ML development, working with open-source tools, cloud computing platforms, and DevOps technologies. You are proficient in the state of the art AI systems, including model lifecycle management, data governance, and explainable AI (XAI). Influential. You are passionate about GenAI and can bring together cross-functional teams to drive adoption and innovation. You communicate complex ideas clearly to technical and non-technical audiences, influencing stakeholders at all levels. Basic Qualifications: Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date : A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, or a related quantitative field) plus 9 years of experience performing data analytics A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, or a related quantitative field) or an MBA with a quantitative concentration plus 7 years of experience performing data analytics A PHD in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, or a related quantitative field) plus 4 years of experience performing data analytics At least 4 years of experience leveraging open source programming languages for large scale data analysis At least 4 years of experience working with machine learning At least 4 years of experience utilizing relational databases Preferred Qualifications: PhD in Computer Engineering plus 8 years of relevant experience, prior publication/research experience referred At least 4 years of specialized experience in GenAI application development. At least 4 years of experience in LLM model training, evaluation, inference optimization and parallelization in GPU cluster At least 5 years of experience working with AWS or equivalent GPU Clusters At least 5 years of experience in PyTorch/Tensorflow Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $263,900 - $301,200 for Dir, Data Science New York, NY: $287,800 - $328,500 for Dir, Data Science San Jose, CA: $287,800 - $328,500 for Dir, Data Science Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Cicero Branch; however, you will also support our Midler Avenue Branch location. WHAT YOU'LL DO * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and regulatory guidelines. LET'S TALK IF YOU * Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. * Have excellent interpersonal skills. * Are flexible to work out of any location at any time, as business needs dictate. * Have the ability to lift at least 10 pounds and stand for long periods of time. TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be assigned to our Front Street Branch; however, you will also support all branch locations within the Binghamton area. WHAT YOU'LL DO * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and regulatory guidelines. LET'S TALK IF YOU * Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience. * Have excellent interpersonal skills. * Are flexible to work out of any location at any time, as business needs dictate. * Have the ability to lift at least 10 pounds and stand for long periods of time. TO THRIVE AT BROADVIEW YOU NEED * Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. * To be able to operate in a rapidly changing dynamic environment. * Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.00 - 21.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

Hours: 40 Schedule: Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m. Pay: $31.11 per hr. Belong to something bigger At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey. Your Journey Begins Here ESL is seeking for a Financial Service Representative at our Canandaigua office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community. The Canandaigua office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. What You Bring With You: Qualifications: Bachelor's Degree or 4 years of directly related experience. In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience. FINRA Securities Industry Essentials Exam required (may have been grandfathered in) FINRA Series 6 or Series 6 top off license is required. FINRA Series 63 license required (Series 66 will meet this requirement) NY State Insurance License is preferred. If not licensed, achieve license within six months of hire. High proficiency in building customer and peer relationships Strong analytical, critical thinking, problem solving and decision making abilities Excellent written and verbal communication skills Effective time management skills Proficient in the use of Microsoft Office applications Demonstrates a high degree of flexibility in support of customer needs Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients Previous experience with processes and paperwork to ensure efficiencies within the financial services industry Ability to build rapport with diverse member base within the community 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. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Overview of Your Role The Personal Lines Customer Service Representative identifies, contacts, and develops prospective insurance clients, and oversees clients' business in the personal lines of insurance, following Broadview and NYS practices. The position is responsible for providing prompt, accurate, courteous service to customers, producers and company personnel. Accountabilities and Responsibilities * Growing and developing talents and insurance knowledge to highest level possible; providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts. * Handle and process new and renewal personal lines business. * Provide personal lines quotes. * Meet sales and revenue objectives. * Provide in-house customer service to clients as assigned and requested. * Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier. * Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. * Ensure that these items are delivered and/or mailed to client. * Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the company only when necessary. * Report and follow up on overdue and suspense items. * Be familiar with and follow agency E&O guidelines. * Maintain electronic and/or paper files in an orderly, up-to-date manner. * Perform special projects at management's request. * Other duties as needed Credentials, Experience and Skills * High School or Graduate Equivalency Diploma is required. * Knowledge of computer systems and operations is desirable * Good listening skills and attention to detail are important * Knowledge of personal insurance and products is essential * Must be eligible for bonding, Hold NY State Property and Casualty, or Agent's or Broker's license and any required continuing education * Your ability to be bonded is required Starting Compensation: $18.00 - $20.00/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services 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. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 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: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: * Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings * Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests * Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk * Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA * Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: * Account Management * Client Management * Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 37.5

Hours: 40 Schedule: Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m. Pay: $31.11 per hr. Belong to something bigger At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey. Your Journey Begins Here ESL is seeking for a Financial Service Representative at our Mt. Read office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community. The Mt. Read office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. What You Bring With You: Qualifications: * Bachelor's Degree or 4 years of directly related experience. * In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience. * FINRA Securities Industry Essentials Exam required (may have been grandfathered in) * FINRA Series 6 or Series 6 top off license is required. * FINRA Series 63 license required (Series 66 will meet this requirement) * NY State Insurance License is preferred. If not licensed, achieve license within six months of hire. * High proficiency in building customer and peer relationships * Strong analytical, critical thinking, problem solving and decision making abilities * Excellent written and verbal communication skills * Effective time management skills * Proficient in the use of Microsoft Office applications * Demonstrates a high degree of flexibility in support of customer needs * Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients * Previous experience with processes and paperwork to ensure efficiencies within the financial services industry * Ability to build rapport with diverse member base within the community * 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. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

Hours: 40 Schedule: Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m. Pay: $31.11 per hr. Belong to something bigger At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey. Your Journey Begins Here ESL is seeking for a Financial Service Representative at our Mt. Read office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community. The Mt. Read office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. What You Bring With You: Qualifications: Bachelor's Degree or 4 years of directly related experience. In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience. FINRA Securities Industry Essentials Exam required (may have been grandfathered in) FINRA Series 6 or Series 6 top off license is required. FINRA Series 63 license required (Series 66 will meet this requirement) NY State Insurance License is preferred. If not licensed, achieve license within six months of hire. High proficiency in building customer and peer relationships Strong analytical, critical thinking, problem solving and decision making abilities Excellent written and verbal communication skills Effective time management skills Proficient in the use of Microsoft Office applications Demonstrates a high degree of flexibility in support of customer needs Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients Previous experience with processes and paperwork to ensure efficiencies within the financial services industry Ability to build rapport with diverse member base within the community 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. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1