Executive Assistant Reports to: Administration Manager Salary: NE18 ($43,481 - $65,221) FLSA Status: Non-Exempt | Supervisory Role: No Why Join Us? At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. Join us as an integral part of a dynamic team committed to excellence and operational efficiency. We value professionalism, initiative, and a proactive approach to supporting our organization's goals.
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!
About the Executive Assistant Role
As a vital member of our organizational team, the Executive Assistant provides high-level administrative and secretarial support to our executive management team, ensuring seamless daily operations. Under the direct supervision of the Administration Manager, this role combines exceptional organizational skills with strategic communication, supporting a wide range of functions including scheduling, financial documentation, project coordination, and confidential correspondence. The ideal candidate demonstrates professionalism, discretion, and proactive problem-solving abilities, serving as an essential liaison between internal teams, external partners, and high-level stakeholders.
Key Responsibilities
* Executive Support & Scheduling: Coordinate complex calendars, meetings, travel arrangements, conferences, and departmental activities for executive leadership, ensuring optimal time management and resource allocation.
* Communication & Correspondence: Draft, proofread, and manage various documents including memos, reports, presentations, and correspondence, maintaining accuracy and clarity. Handle incoming and outgoing communications with professionalism and confidentiality.
* Document & Data Management: Establish and maintain efficient filing systems, retrieve information promptly, and oversee the organization of trade journals and industry publications.
* Meeting & Event Coordination: Prepare materials, organize logistics, and facilitate the smooth execution of meetings, workshops, and special events.
* Financial & Administrative Support: Assist with financial record-keeping, including processing check requests, corporate credit card documentation, and travel reimbursements in collaboration with the market data analyst.
* Project Management: Act as project lead for special initiatives, including organizing presentations, coordinating mailings, and designing marketing collateral such as brochures.
* Office Operations: Manage incoming mail, coordinate supplies, and ensure the smooth functioning of administrative processes.
* Client & Stakeholder Relations: Serve as a courteous, professional point of contact for external callers and visitors, including senior executives and high-level officials, handling sensitive and confidential information with discretion.
* Additional Duties: Perform other responsibilities as assigned by the supervisor or Trustco Bank's Board of Directors, including ad-hoc projects and process improvements.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
Qualifications
Required
* High school diploma or equivalent; additional experience
* Excellent verbal and written communication skills
* Fluent in English; bilingual a plus
* Access to reliable transportation
* Strong organizational abilities with multitasking proficiency
* Demonstrated ability to work independently and collaboratively
* Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Preferred
* Bachelor's degree in Business or related field
* Prior experience supporting executive leadership in a corporate environment
Schedule
Full-time position: Monday - Friday, 8:30 AM - 5:00 PM
Physical Demands:
Primarily sedentary; includes use of standard office equipment.
Equal Employment Opportunity Statement:
Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$43.5k-65.2k yearly 20d ago
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Management Trainee - Albany, NY
Trustco Bank 4.4
Trustco Bank job in Albany, NY
Management Trainee Reports to: Head of Human Resources FLSA Status: Exempt | Supervisory Role: Yes Why Join Us? At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. In this role, you'll have the opportunity to lead a talented team, make a positive impact in our community, and be rewarded for your success.
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!
Ready to lead with confidence and make a meaningful impact? Apply now and become part of our dedicated banking family!
About the Management Trainee Role
Join Our Dynamic Banking Team and Lead with Excellence!
Trustco Bank offers a career-defining opportunity for a dynamic and driven individual seeking a fast track to branch leadership. This accelerated Management Trainee program provides comprehensive, hands-on experience across all key banking operations. Following successful completion, you will assume the role of Branch Manager I, where you will be empowered to drive growth, lead a team, and make a tangible impact on your community and our customers' financial success. This is more than a job; it's a launchpad for your career in community banking.
Key Responsibilities
* Rotational Leadership Training: Immerse yourself in a dynamic training program, gaining deep insights into every facet of our bank's internal department. This holistic experience is designed to build a solid foundation for your future leadership role.
* Seamless Transition to Branch Management: Upon completion of your training, step into the Branch Manager I role with the full knowledge and authority to lead and inspire a high-performing team.
* Cultivate a High-Performance Team: Be responsible for recruiting, hiring, and developing your branch staff. You will provide guidance, coaching, and motivation to foster a sales and service-oriented culture.
* Grow the Bank's Portfolio: Play a key role in developing new deposit and loan business, retaining customer relationships, and originating residential mortgage applications. Your efforts will directly contribute to achieving branch and bank-wide goals.
* Lead Customer Experience: Provide a superior level of customer service, building strong, lasting relationships with both new and existing customers. You will be the face of Trustco Bank in your community, actively increasing visibility and engagement.
* Operational Excellence and Risk Management: Ensure the smooth and efficient daily operation of the branch by overseeing processes, maintaining security controls, and ensuring compliance with all banking policies and regulations.
* Community Engagement: Represent the bank by participating in community affairs, strengthening the bank's local ties and enhancing business opportunities.
* Continuous Development: Enhance your banking and sales proficiency through ongoing internal and external training, as well as continuing education opportunities.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
Qualifications
Required
* High School Diploma or equivalent
* Proven supervisory and leadership experience
* Strong customer service background
* Cash handling expertise
* Excellent verbal communication skills
* Fluent in English; bilingual a plus
* Access to reliable transportation
* Well-organized and adept at managing multiple priorities
* Team-oriented with the ability to thrive in collaborative environments
* Ability to lift 10-20 lbs., stand for extended periods.
Preferred
* Bachelor's degree.
* Previous banking or financial services experience
* Familiarity with residential mortgages, IRA services, and personal banking products
Schedule
Full-time position with hours aligned to branch operations:
* Mon-Wed: 8:30 AM - 5:00 PM
* Thu-Fri: 8:30 AM - 6:00 PM
* Sat: 8:30 AM - 1:00 PM (rotating schedule)
* Sun: Closed
Employees may need to remain 15-30 minutes after closing. Occasional evening and weekend work may be required. Occasional travel for training, meetings, or branch support.
Equal Employment Opportunity Statement:
Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$52k-62k yearly est. 4d ago
Regional Sales Director Dallas
Trustmark 4.6
Albany, NY job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
We are looking for a Regional Sales Director for Dallas, Texas.
Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development.
**Key Accountabilities**
+ Achieve annual new business sales, net growth & reenrollment objectives as assigned:
+ Demonstrate the value proposition to distribution partners.
+ Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts.
+ Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing.
+ Prospecting:
+ Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors.
+ Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace.
+ Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business.
+ Reporting & Analytics
+ Monitor and report on competition to evaluate Trustmark's position in the marketplace.
+ Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting.
+ Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool.
+ Other duties as needed/assigned.
**Minimum Requirements**
+ 5 years of Voluntary product sales or equivalent work experience
+ Consultative sales experience required.
+ Experience generating and analyzing reports to enhance sales or customer experience.
+ Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions.
+ Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight.
+ Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner.
+ Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit.
+ Capable of operating the complete MS Office Suite
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$92,359.68 - $133,409.90 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$92.4k-133.4k yearly 7d ago
Mortgage Originator
Trustco Bank 4.4
Trustco Bank job in Albany, NY
Job Title: Mortgage Originator Reports to: Assistant Vice President of Mortgage Services FLSA Status: Non-Exempt Salary Grade: Commission Based Supervisory Responsibility: No The Mortgage Originator is responsible to increase the mortgage loan portfolio by developing business contacts and attracting mortgage customers.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor.
* Develop a business referral network through marketing, cold-calling, prospecting and networking activities. A mortgage loan officer's network may consist of real estate professionals, builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the mortgage loan officer's regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations.
* Participate in community efforts to promote home ownership.
* Follow up on internet and branch referrals on prospective customers.
* Meet with prospective borrowers.
* Review and analyze credit and financial data to determine borrower financing objectives and goals.
* Present appropriate Bank products and programs and explain guidelines.
* Advise of pricing and terms as required. Identify appropriate opportunities to sell additional products.
* Collect supporting loan documentation as required and provide complete package to the Mortgage Department.
REQUIRED EDUCATION/EXPERIENCE:
* High School Diploma or equivalent education or experience.
* Sales experience within a residential lending environment.
* Effective verbal and written communication skills.
* Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.
* Ability to work well independently and in groups.
* Working knowledge with Microsoft Office Programs; Excel and Word.
* Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act.
PREFERRED EDUCATION/EXPERIENCE:
* A bachelor's degree in a business related field.
POSITION TYPE/EXPECTED HOURS:
This is a full time position. Office hours Monday - Friday 8:30am - 5:00pm. Evening and weekend work may be required as job duties demand.
TRAVEL:
Travel using personal vehicle, occasional overnight travel. Valid driver's license required.
LANGUAGE SKILLS:
Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* This is largely sedentary role, requiring use of typical office equipment such as a computer, laptop and phone.
* Ability to communicate both in person and/or by telephone.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently exposed to outside conditions. The employee is occasionally exposed to a variety of extreme working conditions, such as construction sites. The noise level in the work environment or at certain sites can be loud.
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:
Trustco Bank is an equal opportunity employer. It is the policy of Trustco Bank to afford equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.
This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion.
* Recruitment, advertising or solicitation for employment.
* Treatment during employment.
* Rates of pay or other forms of compensation.
* Selection for training, including apprenticeship.
* Layoff or termination.
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$89k-126k yearly est. 7d ago
Maintenance Worker - Glenville, NY
Trustco Bank 4.4
Trustco Bank job in Schenectady, NY
Job Title: Maintenance Worker Reports to: Maintenance Supervisor FLSA Status: Non-Exempt Salary Grade: NE07 Supervisory Responsibility: No The Maintenance Worker position, under limited supervision, performs routine and preventative maintenance and minor repairs to Trustco buildings and equipment.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor and/or Trustco Bank's Board of Directors.
* Performs routine maintenance on building interiors and exteriors.
* Maintains a schedule of when maintenance has been performed and when next service is due.
* Works in a safe manner and recognizes unsafe situations. Takes appropriate action to ensure safety of themselves and others in the building.
* Occasional landscaping.
* Transfer of equipment and furniture between buildings as needed.
REQUIRED EDUCATION/EXPERIENCE:
* High School Diploma or equivalent education or experience.
* Effective verbal communication skills.
* Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.
* Ability to work well independently and in groups.
POSITION TYPE/EXPECTED HOURS
This is a full-time position. Hours Monday - Friday 8:00am - 4:30pm. Evening and weekend work may be required as job duties demand.
TRAVEL:
Majority (50%) of working hours are spent traveling to locations throughout the northeastern branch network. Company vehicle provided. Valid and clean driver's license required.
LANGUAGE SKILLS:
Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is very active and requires standing, walking, bending, kneeling, stooping, crouching, crawling, and climbing. The employee must frequently lift or move items over 25 pounds.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee frequently works in outside weather conditions. The employee is occasionally exposed to wet and/or humid conditions, fumes and airborne particles, and vibration.
The noise level in the work environment is usually quiet while in the office, or moderately loud when in the field.
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:
Trustco Bank is an equal opportunity employer. It is the policy of Trustco Bank in affording equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.
This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion.
* Recruitment, advertising or solicitation for employment.
* Treatment during employment.
* Rates of pay or other forms of compensation.
* Selection for training, including apprenticeship.
* Layoff or termination.
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$29k-39k yearly est. 17d ago
EDI Specialist II
Trustmark 4.6
Albany, NY job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Responsible for analyzing client requirements for the electronic exchange of information and ensures that client and internal systems are compatible and connected. Gathers specifications and implements per requirements within agreed project timeframes and provides status updates to all stakeholders. Collaborates effectively and builds solid working relationships with internal users and management. Proactively monitors and analyzes production EDI activity for quality, accuracy, mapping issues and adherence to regulatory compliance requirements.
Executes standard or custom queries or reports to retrieve data.Works with data providers to facilitate effective data management workflow. Resolves common issues found.Configures appropriate pre-defined EDI solutions per business requirements.Responds to inquiries relating to EDI from external trading partners and internal departments.Performs EDI file audits and quality control measures.
**Minimum Requirements:**
Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$26.70 - $38.57 per hour
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$26.7-38.6 hourly 6d ago
2026 Community Branch Internship Program - Upstate NY, Albany
M&T Bank 4.7
Albany, NY job
The Community Branch Internship Program is a 10-week summer internship centered around customer service, professional development, career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our engagement and belonging efforts along with community initiatives. Interns will gain exposure through guest speakers and industry leaders, workshop trainings, and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank.
**Primary Responsibilities:**
+ Play a key role in Customer Relationship Management through proactive outreach and servicing and will be responsible for identifying financial need of customers and presenting appropriate options, onboarding new customers, and establishing trust with existing customers.
+ Service our customers to gain fundamental understanding of Retail Banking.
+ Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank.
+ Ensure activities adhere to established internal policies and external regulations as applicable.
+ 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.
+ Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. 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:**
The jobholder works under immediate supervision. The position is for about a 10-week time period from beginning to June to beginning of August.
**Supervisory/Managerial Responsibilities:**
Not Applicable
**Education and Experience Required:**
+ Currently pursuing a Bachelor's or Master's degree
+ Minimum Cumulative GPA of 3.0
+ Work visa sponsorship not offered for this role
**Education and Experience Preferred:**
+ Strong written and verbal communication skills
+ Proficiency in pertinent software, particularly spreadsheet software
+ Proven analytical skills
+ Proven critical thinking skills
+ Strong organizational skills
+ Detail-oriented
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter.
**Location**
Albany, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$18-28 hourly 20d ago
Executive Sales Consultant
Trustmark 4.6
Albany, NY job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**Overview of Role**
Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports.
**Key Accountabilities**
+ Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry.
+ Utilizes knowledge of industry/clients to recommend updates to product offerings.
+ Sales completed with little to no supervision.
+ Maintains an established network of contacts.
+ Demonstrates strong ability to identify and cultivate sales from new and/or existing clients.
+ Completes complex sales.
+ Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer.
+ Typically has established base of accounts and stable revenue responsibility.
**Minimum Requirements**
+ Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience.
+ Active life and health license preferred or mustcomplete within 90 days of hire with company support required.
+ Must be able to model consultative sales skills to less experienced staff.
+ Capable of presenting to executive audience; appropriately assertive.
+ Knowledgeable in self-funded benefit plan designs for small - mid size businesses.
+ Demonstrated history of sales success
Brand: Trustmark
We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$125k-163k yearly est. 60d+ ago
Executive Protection and Event Security Specialist (New York, NY)
M&T Bank 4.7
Day, NY job
Provides professional executive protection and event security through advance location assessment, threat analysis and the comprehensive application of protection and security protocols to ensure the safety of the Bank's executives.
Location:
This role is based in New York, NY (Park Ave) but will require travel as needed.
Primary Responsibilities:
Conduct thorough site risk assessments to identify vulnerabilities and threats to executive leadership. Coordinate with law enforcement and third parties to ensure security of the venue and safety of the executive(s).
Proactively plan and execute security strategies for executive protection, including, but not limited to, internal corporate functions, VIP gatherings, Board of Directors meetings, investor conferences, and public appearances.
Coordinate threat intelligence, protective intelligence, and travel security with internal Corporate Security to ensure compliance with security standards.
Coordinate with law enforcement, first responders and/or third parties to ensure the safety of the executive(s) and guests. Ensure event security through the operation of security checkpoints, access control, and emergency response procedures.
Develop and maintain security operational plans, incident reports, and after-action briefings. Review and report this information to Chief Security Officer and applicable senior leaders to track status, ensure compliance and program accountability.
Develop and implement personalized security plans to ensure safety and well-being of Bank leadership, including office and/ or event space venues, transportation, travel security and residential protection, as needed.
Organize and conduct training sessions for security personnel on best practices and emergency response.
Assist in creating and/or updating policies and procedures for daily operations and events.
Conduct routine security risk assessments for corporate offices and corporate event locations.
Assist in the development of incident response protocols in partnership with the Security Risk Management and Intelligence Operations program.
Assist in staffing the Corporate Security Operations Center (CSOC) in Buffalo, NY, as required, during significant events
Maintain a high level of discretion and professionalism when dealing with clients and sensitive situations.
Maintain excellent rapport and open lines of communication regarding requests for support, service issues, and deliverables with senior leaders.
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 a culture of 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:
This individual is a member of M&T Bank's Corporate Security Executive Protection and Event Security team. This role requires comprehensive experience and expertise in conducting advance security planning, professionalism, and discretion in dealing with senior executives and their respective staff, appropriate handling of emergency situations, and strong collaboration in building trust as a subject matter expert on event security arrangements and crisis response. Travel within the Bank's footprint, including potential international travel, is required to complete job duties.
Supervisory/Managerial Responsibilities:
No Supervisory Responsibilities
Education and Experience Required:
Bachelor's degree and a minimum of 3 years' relevant work and/or military experience, or in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience, including a minimum of 3 years' relevant work and/or military experience
Demonstrated experience in providing security services for corporate events
Demonstrated experience in working with C-suite executives in delivering executive protection recommendations and provisions
Basic First Aid, CPR and AED trained and certified (or willing to obtain certification within first 3 months of employment)
Possess a valid U.S. Passport
Strong decision-making skills
Strong crisis management skills
Demonstrated firearms proficiency, and willingness to carry a firearm in furtherance of job duties, as applicable to role and jurisdiction
Ability to obtain a Concealed Carry Weapon (CCW) permit and Armed Guard Registration Card in assigned region and as required by state law
Education and Experience Preferred:
Minimum of 5 years' work experience in corporate security, law enforcement and/or military police specializing in protection-related deliverables
Prior experience in delivering security recommendations for events and travel and in a corporate environment
Experience communicating directly and diplomatically with various levels of leadership
Experience understanding and analyzing complex business problems and making sound decisions and recommendations
Membership in industry associations or certification in a related security field (Executive Protection Training/Certification)
Ability to perform first aid and basic emergency life saving techniques when needed with preferred certifications such as Emergency Medical Technician (EMT); maintains any related certifications
Physical Requirements:
Ability to drive and operate vehicles safely
Capability to stand, walk, and/or sit for extended periods
Ability to lift 50 pounds
Ability to respond rapidly to emergencies, including running short distances and transitioning quickly between movements such as sprinting, kneeling, and/or defensive positioning
Availability and ability to travel within the Bank's footprint, including internationally
Capability to sustain prolonged periods of biking, walking, standing, and/or sitting in vehicles as part of protective operations
Ability to perform effectively during extended shifts, inclement weather, irregular hours, and/or high stress environments
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $75,900.00 - $126,500.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationNew York, New York, United States of America
$75.9k-126.5k yearly Auto-Apply 6d ago
Implementation Manager
Trustmark 4.6
Albany, NY job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is seeking a dedicated **Implementation Manager** to join our team.
Orchestrates and oversees the entire implementation process for new cases and re-enrollments.
Key Accountabilities
+ Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion.
+ Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings.
+ Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners.
+ Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities.
Minimum Requirements
+ Minimum of three year's insurance industry knowledge and/or experience in operations or account management.
+ Four year degree or equivalent.
+ Ability to travel up to 40% within assigned territory.
+ Strong project management skills.
+ Presenting and training experience.
+ Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs.
+ Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$69,776.00 - $100,788.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$69.8k-100.8k yearly 28d ago
Training Coordinator - Albany, NY
Trustco Bank 4.4
Trustco Bank job in Albany, NY
Training Coordinator Reports to: Training Officer FLSA Status: Non - Exempt | Supervisory Role: No Why Join Us? At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. Join Trustco Bank's esteemed team and play a vital role in shaping our future by attracting the brightest minds. We look forward to welcoming a strategic partner passionate about talent and growth.
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!
About the Training Coordinator Role
As a cornerstone of Trustco Bank's growth strategy, the Training Coordinator is responsible for maintaining the Training Department's learning management system, keeping employee training records up-to-date and assisting in other areas of the training department.
Key Responsibilities
* Updates and maintains the Training Department's learning management system.
* Plans, organizes and facilitates employee training.
* Exemplifies the desired culture and philosophies of the Bank.
* Tracks external training and certifications.
* Compiles weekly, and monthly reports.
* Works effectively with the training and human resources staff.
* Processes all travels and entertainment expense reports for payment.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
Qualifications & Experience
Required
* A bachelor's degree in business related field or equivalent level of education and experience.
* Effective verbal and written communication skills.
* Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.
* Ability to work well independently and in groups.
* Working knowledge with Microsoft Office Programs; Excel and Word.
Preferred
* Master's degree in business related field
Schedule
Full-time position:
Monday - Friday, 8:30 am - 5:00 pm; flexibility for evenings and weekends as needed.
Travel: Travel using personal vehicle, occasional overnight travel. Valid driver's license required.
Equal Employment Opportunity Statement:
Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$46k-64k yearly est. 7d ago
Teller - Clifton Country Road Branch, NY
Trustco Bank 4.4
Trustco Bank job in Clifton Park, NY
Full - Time Teller Reports to: Branch Manager Salary: NE11 ($17.50- 19.50/ hour) FLSA Status: Non-Exempt | Supervisory Role: No Why Join Us? At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. Join our team as a Teller, where excellence in customer service and operational precision combine to create memorable banking experiences.
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!
About the Teller Role
Teller is the frontline ambassador of Trustco Bank, delivering exceptional customer service with professionalism and integrity. This pivotal role combines precision, efficiency, and a commitment to safeguarding our clients' financial privacy. As a trusted representative, you will facilitate seamless banking transactions while upholding the highest standards of operational security and compliance.
Trustco Bank values dedicated professionals committed to excellence. If you thrive in a dynamic environment and aspire to grow within the banking industry, we invite you to become part of our esteemed team.
Key Responsibilities
* Customer Transactions: Accurately and efficiently process deposits, check cashing, and withdrawals, verifying cash and endorsements, and issuing receipts with meticulous attention to detail.
* Product & Service Promotion: Cross-sell and educate clients on the Bank's diverse financial products and services, enhancing client relationships and fostering financial wellness.
* Payment Processing: Handle credit card payments, issue money orders, bank checks, and accept loan payments, ensuring accuracy and security.
* Secure Handling of Assets: Manage night deposit bags, admit clients to safe deposit boxes, and maintain confidentiality and security at all times.
* Client Support & Inquiries: Respond promptly to customer questions, provide account balances, and assist with general banking needs, cultivating a welcoming environment.
* Reconciliation & Record Keeping: Perform end-of-day balancing of transactions, verify cash totals, and reconcile Automated Teller Machines (ATMs). Maintain detailed reports and logs to ensure compliance and accurate record retention.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
Qualifications
Required
* High School Diploma or equivalent
* Proven experience in customer service and cash handling
* Strong verbal communication skills
* Fluent in English; bilingual a plus
* Access to reliable transportation
* Highly organized with exceptional multitasking abilities
* Ability to thrive in small team environments
* Willingness to participate in ongoing training and development.
* Ability to lift 10-20 lbs., stand for extended periods.
Preferred
* Previous banking or financial services experience.
Schedule
Full-time position with hours aligned to branch operations:
* Mon-Wed: 8:30 AM - 5:00 PM
* Thu-Fri: 8:30 AM - 6:00 PM
* Sat: 8:30 AM - 1:00 PM (rotating schedule)
* Sun: Closed
Employees may need to remain 15-30 minutes after closing.
Equal Employment Opportunity Statement:
Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$17.5-19.5 hourly 13d ago
Security Engineer II
Trustmark 4.6
Albany, NY job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
We are seeking a highly skilled Cyber Security Engineer to join our team and play a pivotal role in safeguarding our organization's digital assets. The ideal candidate will possess a deep understanding of cybersecurity principles, a strong technical background, and a passion for protecting sensitive information.
You will be responsible for engineering, implementing and monitoring security measures for the protection of Trustmark's computer systems, networks and information. The role helps identify and define system security requirements as well as develop detailed cyber security designs.
**Responsibilities:**
+ Design, implement, and maintain security architectures, systems, and solutions to protect critical infrastructure and data.
+ Conduct vulnerability assessments and penetration testing to identify and mitigate risks.
+ Develop and implement security policies, standards, and procedures.
+ Monitor security systems and respond to incidents promptly and effectively.
+ Stay up-to-date with the latest cybersecurity threats and trends.
+ Collaborate with cross-functional teams to ensure security is integrated into all aspects of the business.
+ Provide technical guidance and support to internal stakeholders.
**Qualifications:**
+ Bachelor's degree in Computer Science, Information Technology, or a related field or
+ 3-5 Years of network engineering or cyber engineering experience
+ Strong understanding of cybersecurity frameworks and standards (e.g., NIST, ISO 27001).
+ Proficiency in network security, systems security, application security, and data security.
+ Hands-on experience with security tools and technologies (e.g., firewalls, intrusion detection systems, encryption, SIEM).
+ Excellent problem-solving and analytical skills.
+ Strong communication and interpersonal skills.
+ Ability to work independently and as part of a team.
**Preferred Qualifications:**
+ Certifications such as CISSP, CISA, or CEH.
+ Experience with cloud security (e.g., AWS, Azure, GCP).
+ Knowledge of scripting and programming languages (e.g., Python, PowerShell).
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$91k-115k yearly est. 60d+ ago
Assistant Store Manager (Central Ave., Albany NY)
TD Bank 4.5
Albany, NY job
Albany, New York, United States of America **Hours:** 40 **Pay Details:** $29.75 - $44.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Assistant Store Manager is an experienced leader who manages the day-to-day service, sales, and operational objectives in a Store location. The role is focused on leading a team to grow and deepen customer relationships by delivering TD's model of convenience, sales and advice, and differentiating with a personalized, connected experience. This role can lead the Store with minimal direction and has the knowledge and experience to make decisions for day-to-day work on the teller line or platform.
**Depth & Scope:**
+ Leads a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experience, and achievement of established performance goals
+ Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines
+ Leads the team in overseeing the most complex or diverse sales advice activities that entails complete multiple step processes that involve numerous systems, partners and complexity
+ Requires knowledge and understanding of financial concepts, a broad range of products, services and tools, business and process management acumen aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Responsible for driving and reinforcing Advice activities/capability for the team through continued team observations, coaching, oversight, and communication ensuring the team is offering proactive advice by making product recommendations by highlighting product features and benefits based on Customer needs with more complex banking needs ultimately building Customer financial confidence; ensuring these activities are positively impacting Customer experience
+ Possesses comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations that support Customer financial empowerment
+ Effectively handles critical and/or high-risk issues, determining the most appropriate course of action for resolution
+ Drives Advice Behaviors within the team by coaching and developing a team to deliver exceptional service by exceeding the needs of Customer expectations
+ Leads and coaches advisory team on advice giving strategies and overall product and services acumen
+ Establishes work direction and role ownership on delivering advice as well as achieving daily/quarterly/annual objectives
+ Delivers end to end advice to Customers by providing information and tools for financial management that help Customers achieve their goals, and provides real time insights
+ Contributes to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
+ Actively participates in community events, promoting the TD Brand while servicing the needs of the community
+ Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization
**Education & Experience:**
+ Undergraduate degree or equivalent experience
+ 2+ years experience working with customers and or sales in any capacity or equivalent
+ Supervisory or leadership experience preferred
+ Demonstrated ability to provide Legendary Customer Service
+ Strong verbal and written communication skills
+ Sales and Operational Management skills
+ Ability to manage competing priorities
+ Previous consumer and residential lending experience preferred
+ Proficient in Microsoft Office
+ Knowledge of banking products and services preferred
+ Demonstrated organization, interpersonal, communication and decision-making skills
+ Shows proficiency with expense management
+ Notary License (Preferred)
+ Must maintain an active registration status with NMLS upon hire(Nationwide Mortgage Licensing System and Registry) to be able to engage in conversations with customers about loan products, facilitates the application intake
**Customer Accountabilities:**
+ Creates an environment where the team Interacts with Customers in a warm and engaging manner, actively listening, and asking clarifying questions
+ Contributes to the achievement of business objectives by proactively attracting, acquiring and retaining Customers, advice opportunities and referrals, to increase profitability and enable business growth
+ Establishes and supports strong partnership between colleagues that handle Customer day to day transactions and platform bankers/and partners for effective referrals
+ Leads and reinforces Customer service activities; Supporting Customers through challenging times and life events, demonstrating knowledge and financial expertise of products and services to help align the Customer to the best product/service to meet and exceed their needs
+ Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met
+ Acts as an escalation point for Customer problem resolution - identifies how to prevent the problem from happening and educates the Customer
+ Creates personal experiences by getting to know each Customer's needs to help turn their goals into reality
+ Understands and supports the Bank's Customer Service Strategy
+ Considers the impact of decisions on the well-being of TD, its Customers, and stakeholders
+ Provides the highest level of Customer service when dealing with internal partners, vendors, and Customers
+ Proactively adheres to professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements
**Shareholder Accountabilities:**
+ Leads and drives operational compliance of all Store operations including teller and platform operations
+ Leads the team in completing day to day processes/transactions/activities and oversees completion and quality of work
+ Ensures the Store operates efficiently by adhering to the banks policies and procedures and by passing all audits
+ May perform daily store operation activities including account maintenance, wire transfers, store opening and closing, and cash management
+ Develops/leads Store in Operational Excellence plan
+ Vault Management, including Monthly Vault and drawer audits
+ Identifies and mitigates risk and proactively audits for adherence to compliance, policies and procedures and overall operational soundness of the Store
+ Understands and applies operating policies and procedures
+ Supports the timely and accurate completion of business processes and procedures
+ Escalates non-standard or high-risk transactions/activities as necessary
+ Ensures documentation that is prepared/completed is accurate and properly reflects Customer/business intentions and is consistent with relevant rules/regulations
+ Supports and participates in process improvement opportunities
+ Ensures necessary due diligence to support the accuracy of all Customer transactions/activities
+ Proficiency, understanding, compliance with of the Bank Code of Conduct
**Employee/Team Accountabilities:**
+ Leads and supports a high performing team; provides ongoing feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken
+ Leads, reinforces, and embeds TD's shared commitments
+ Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner
+ Ensures colleagues comply with all TDBFG policies, procedures, and guidelines of conduct (regarding Customer interactions, products, and services, etc.)
+ Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with partners and other teams
+ Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes
+ Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
+ Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives
+ Acts as a brand champion for your business area/function and the bank, both internally and/or externally
**OCC Language:**
+ This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
+ Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
+ Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
+ Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds -Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$29.8-44.5 hourly 47d ago
Case Underwriter II
Trustmark 4.6
Albany, NY job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is looking for a Case Underwriter to join the organization.
Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.
**Key Accountabilities**
+ Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium.
+ Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk.
+ Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.
+ Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions.
+ Understands non-standard broker arrangements and enrollment company strengths and weaknesses.
+ Identifies elements of a successful enrollment and makes recommendations that will create value.
+ Works with reinsurer on cases that require facultative review.
**Minimum Requirements**
+ Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$61,412.00 - $88,706.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$61.4k-88.7k yearly 60d+ ago
Closing Coordinator - Albany, NY
Trustco Bank 4.4
Trustco Bank job in Albany, NY
EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Job Title: Closing Coordinator
Reports to: Closing Department Manager
FLSA Status: Non-Exempt
Salary Grade: NE12 ($17.00 - $22.74 per hour)
Supervisory Responsibility: No
SUMMARY:
The Closing Coordinator's primary responsibility is to notify parties of any missing documents, insurance or other issues that must be dealt with before the closing can be finalized. The closing coordinator is also responsible for scheduling the mortgage loan closing with all parties.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by the supervisor and/or Trustco Bank's Board of Directors.
* Thoroughly reviews files, draws up closing documents and works with an attorney for review.
* Performs all steps of the mortgage closing process, ensuring that final closing conditions are met.
* Ensures mortgage files comply with all federal and state regulations and the Bank's policies and procedures.
* Verifies title status for residential properties.
* Assists internal and external customers with the mortgage process.
* Performs physical closing.
REQUIRED EDUCATION/EXPERIENCE:
* High School Diploma or equivalent education or experience.
* Customer service experience.
* Effective verbal and written communication skills.
* Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.
* Ability to work well independently and in groups.
* Working knowledge with Microsoft Office Programs; Excel and Word.
PREFERRED EDUCATION/EXPERIENCE:
* An Associate's degree or higher.
* Prior experience with various types of loans (Conv./VA/FHA/USDA).
POSITION TYPE/EXPECTED HOURS:
This is a full-time position. Office hours Monday - Friday 8:30am - 5:00pm and some Saturdays. Evening and weekend work may be required as job duties demand.
TRAVEL:
Travel using personal vehicle, occasional overnight travel. Valid driver's license required.
LANGUAGE SKILLS:
Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* This is largely sedentary role, requiring use of typical office equipment such as a computer, laptop and phone.
* Ability to communicate both in person and/or by telephone.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:
Trustco Bank is an equal opportunity employer. It is the policy of Trustco Bank in affording equal opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.
This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$17-22.7 hourly 13d ago
BSA Analyst I - Glenville, NY
Trustco Bank 4.4
Trustco Bank job in Schenectady, NY
BSA Analyst I Reports to: Vice President of BSA FLSA Status: Non- Exempt | Supervisory Role: No Why Join Us? At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. Are you passionate about risk management, regulatory compliance, and protecting the integrity of the financial system? Join Our Compliance Team as a BSA Analyst I: The Front Line of Financial Security.
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!
About the BSA Analyst I Role
We are searching for a detail-oriented and analytical BSA Analyst I to join our dedicated compliance department. In this crucial, non-supervisory role, you will be on the front lines of defense against financial crime. You will apply your expertise to monitor transactions, investigate suspicious activity, and ensure the bank strictly adheres to all Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) policies. This is an opportunity for a motivated individual to develop expertise in a vital area of banking operations.
Reporting to the Vice President of BSA, you will be responsible for ensuring compliance with federal regulations, protecting the company from illegal activity, and managing key aspects of our comprehensive BSA/AML program, including CTR, SAR, OFAC, CIP, and CDD protocols.
Key Responsibilities
* Investigative Analysis: Research, analyze, and investigate transaction monitoring alerts for potential money laundering, terrorist financing, and other financial crimes, making informed recommendations regarding the filing of Suspicious Activity Reports (SARs).
* Regulatory Reporting: Track and ensure timely filing of Currency Transaction Reports (CTRs) within the strict 15-day regulatory deadline.
* Enhanced Due Diligence (EDD): Conduct thorough EDD reviews, gathering documentation, composing detailed narratives, determining risk ratings, and outlining necessary follow-up actions.
* Risk Monitoring: Monitor customers on the CTR exempt list annually and perform 90-day SAR follow-up reviews to identify continuing activity.
* Compliance Verification: Examine various banking divisions (branch administration, retail lending, commercial loans) to ensure meticulous adherence to Customer Identification Program (CIP) requirements.
* OFAC & Training: Monitor potential OFAC matches, acting as a dual control for processing, and building continuous proficiency through specialized BSA/AML training courses.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
Qualifications
Required
* A Bachelor's degree in a business-related field and/or one year of equivalent experience/education.
* Effective verbal and written communication skills, exceptional organization, and the ability to manage multiple time-sensitive tasks effectively.
* Ability to work well independently and in group settings.
* Working knowledge of Microsoft Office Programs (Excel and Word).
* Fluent in English; bilingual a plus
* Access to reliable transportation
Preferred
* CAMS Certification (Certified Anti-Money Laundering Specialist).
* Working knowledge of FCRM Software.
Schedule
Full-time position; Monday - Friday, 8:30 am - 5:00 pm
Physical Demands:
Primarily sedentary; includes use of standard office equipment.
Equal Employment Opportunity Statement:
Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$79k-95k yearly est. 4d ago
Branch Manager I - Warrensburg, NY
Trustco Bank 4.4
Trustco Bank job in Lake George, NY
Branch Manager Reports to: Regional Vice President Salary: NE18 $55,000 - $100,000 + performance-based monthly and annual bonuses FLSA Status: Non-Exempt | Supervisory Role: Yes Why Join Us? At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. In this role, you'll have the opportunity to lead a talented team, make a positive impact in our community, and be rewarded for your success.
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k) retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!
About the Branch Manager Role
We're looking for a dynamic and results-driven Branch Manager to lead the daily operations of a full-service branch. In this role, you'll oversee all aspects of branch performance-from sales and customer service to lending, operations, and security. You'll inspire and coach your team, foster strong customer relationships, and drive growth through new business development, referrals, and client retention.
The ideal candidate thrives in a leadership role, has a passion for delivering exceptional service, and can balance operational efficiency with strategic business growth.
Key Responsibilities
* Lead and manage all branch operations, ensuring exceptional customer service and operational excellence.
* Develop new deposit, loan, and business opportunities while achieving branch sales and retention goals.
* Build and promote the branch's identity, fostering a sales-driven and customer-focused culture.
* Supervise, coach, and evaluate team members including Assistant Branch Managers, Head Teller, and Tellers.
* Conduct staff training, regular team meetings, and performance reviews.
* Effectively execute the selling of new products, services, promotions, and incentive programs to drive growth.
* Originate residential, home equity, and installment loans.
* Ensure compliance with all bank policies, procedures, and security protocols.
* Handle complex customer requests and resolve escalated issues in person or by phone.
* Approve significant transactions such as large check cashing, bank checks, and general ledger tickets.
* Maintain branch appearance and uphold operational performance standards.
* Report regularly to senior management on branch performance, opportunities, and challenges.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
Qualifications
Required
* High school diploma or equivalent.
* Supervisory experience.
* Strong customer service and cash-handling experience.
* Excellent verbal communication and interpersonal skills in person, by phone, and via email.
* Fluent in English; bilingual a plus
* Strong organizational skills with the ability to manage multiple priorities.
* Ability to work effectively in a collaborative team environment.
* Willingness to participate in ongoing training and development.
* Ability to lift 10-20 lbs., stand for extended periods.
Preferred
* Bachelor's degree.
* Previous banking or financial services experience.
Schedule
Full-time position with hours aligned to branch operations:
* Mon-Wed: 8:30 AM - 3:00 PM
* Thu-Fri: 8:30 AM - 4:00 PM
* Sat: 8:30 AM - 12:00 PM (rotating schedule)
* Sun: Closed
Employees may need to remain 15-30 minutes after closing. Occasional evening and weekend work may be required. This includes attending networking events, visiting local businesses/real estate offices, open houses, etc. Occasional travel for training, meetings, or branch support.
Equal Employment Opportunity Statement:
Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$55k-100k yearly 20d ago
Personal Banker
Valley National Bank 4.9
Middleburgh, NY job
Responsibilities include, but are not limited to:
Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services.
Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.
Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.
Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.
Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits.
Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.
Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
$37k-42k yearly est. 17h ago
Teller - Catskill Branch, NY
Trustco Bank 4.4
Trustco Bank job in Catskill, NY
Full - Time Teller Reports to: Branch Manager Salary: NE11 ($17.50- 19.50/ hour) FLSA Status: Non-Exempt | Supervisory Role: No Why Join Us? At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. Join our team as a Teller, where excellence in customer service and operational precision combine to create memorable banking experiences.
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!
About the Teller Role
Teller is the frontline ambassador of Trustco Bank, delivering exceptional customer service with professionalism and integrity. This pivotal role combines precision, efficiency, and a commitment to safeguarding our clients' financial privacy. As a trusted representative, you will facilitate seamless banking transactions while upholding the highest standards of operational security and compliance.
Trustco Bank values dedicated professionals committed to excellence. If you thrive in a dynamic environment and aspire to grow within the banking industry, we invite you to become part of our esteemed team.
Key Responsibilities
* Customer Transactions: Accurately and efficiently process deposits, check cashing, and withdrawals, verifying cash and endorsements, and issuing receipts with meticulous attention to detail.
* Product & Service Promotion: Cross-sell and educate clients on the Bank's diverse financial products and services, enhancing client relationships and fostering financial wellness.
* Payment Processing: Handle credit card payments, issue money orders, bank checks, and accept loan payments, ensuring accuracy and security.
* Secure Handling of Assets: Manage night deposit bags, admit clients to safe deposit boxes, and maintain confidentiality and security at all times.
* Client Support & Inquiries: Respond promptly to customer questions, provide account balances, and assist with general banking needs, cultivating a welcoming environment.
* Reconciliation & Record Keeping: Perform end-of-day balancing of transactions, verify cash totals, and reconcile Automated Teller Machines (ATMs). Maintain detailed reports and logs to ensure compliance and accurate record retention.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
Qualifications
Required
* High School Diploma or equivalent
* Proven experience in customer service and cash handling
* Strong verbal communication skills
* Fluent in English; bilingual a plus
* Access to reliable transportation
* Highly organized with exceptional multitasking abilities
* Ability to thrive in small team environments
* Willingness to participate in ongoing training and development.
* Ability to lift 10-20 lbs., stand for extended periods.
Preferred
* Previous banking or financial services experience.
Schedule
Full-time position with hours aligned to branch operations:
* Mon + Wed: 8:30 AM - 5:00 PM
* Tue: 8:30 AM - 3:00 PM
* Thu-Fri: 8:30 AM - 6:00 PM
* Sat: 8:30 AM - 1:00 PM (rotating schedule)
* Sun: Closed
Employees may need to remain 15-30 minutes after closing.
Equal Employment Opportunity Statement:
Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.