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Are you a high energy, passionate retail leader who is looking for the next step in their career? Are you someone who loves to help others and work as part of a team? Do you thrive in fast-paced environments and have previous experience in retail, food service or restaurant management? Do you like discounts on gas and free coffee? Then you may be the perfect addition to our team! What We Offer: • Competitive Wages, • Professional Structured Training program, • Work today, get paid tomorrow through our earned wage access program*, • Paid Time Off, • Medical/Health/Dental Coverage, • 401K with Company Match, • Team Member Discounts, • Tuition Reimbursement, • Employee Assistance Program, • Health Savings Account, • Company Spirit Days, • And much more! Managers In Training will learn how to successfully manage the day to day responsibilities of running a Fastrac convenience store location from our finest leaders. You can expect to spend time with a Training Manager and Supervising Manager during your training, working various shifts to learn about our company, our retail team, our vendors and our guests. This role supports the Store Manager and other team members in delivering an exceptional guest shopping experience. Training Process: During official training weeks, Managers In Training work alongside Training Managers, gaining insight and best practices for managing a convenience store location. During supervisory weeks (in between training weeks) Managers In Training work a variety of shifts, alongside team members, putting their leadership training to practice. After training, Managers In Training become part of our bench leadership team, helping to fill in during absences until assigned to their own store. Looking for growth opportunities? Our parent company, Cumberland Farms, operates nearly 1500 locations across the United State, so there are always opportunities for you to move up the ladder! What you’ll do: • Greet Guests with a warm welcome and a smile! After all, we are known for delivering exceptional Customer Service!, • Assist Store Manager with building and developing a strong store team: training, scheduling, and coaching team members. Act as a leader within the team by setting clear and measurable goals, holding self and others accountable, and communicating frequently and effectively., • Monitor product levels on the sales floor, rotating stock and keeping product levels full. Our guests’ count on us to be 100% in-stock at all times., • Oversee quality control, merchandising, & food safety programs in locations that offer hot food., • We love to keep a clean store. We work as a team to maintain the overall appearance and cleanliness of both interior and exterior of the store. Ensuring that the coffee station is clean and stocked; the food service area is spotless and the bathrooms are sparkling clean! You will help by delegating and completing these tasks as necessary., • Operate the cash register in an efficient manner, • In locations that offer hot food - Assist the Store Manager by overseeing quality control, merchandising, safety programs and other guidelines in place for successful food service operation. Perform other duties as assigned at the discretion of the Store Manager or District Manager. Our doors are always open to our guests, rain or shine and on weekends & holidays. Each Team Member contributes to delivering the best experience to our Guests by participating in all parts of the job. At Fastrac, it’s important that our employees reflect the world we live in and the communities we serve. We celebrate our differences, so your unique background and skillset could bring a wonderful new perspective to our team. If you have a passion for delivering exceptional Customer Service and have a strong retail management background, then we'd love to meet you. The rest can be taught! Minimum Education: High School or GED Preferred Education: Minimum Experience: 1 year retail or food experience Preferred Experience: 1 year in retail, guest service or restaurant, in a leadership role Preferred Licenses/Certifications and Skills: ServSafe /Food Safety certification a plus but not mandatory Soft Skills: • Comfortable talking and interacting with guests and team members, • High energy, • Ability to move from one activity to another quickly, • Team oriented; willing to give extra effort to help others, • Computer skills are helpful Scheduling: This position is full-time and involves working a variety of hours, day and night, as Fastrac locations can be open 24 hours depending on the store. Weekend & Holiday hours are required. Hours & Conditions: Full-time – 40 regular hours maximum with 5 hours overtime required Travel: 5%. Ability to deliver deposits to the bank independently (where applicable) and have own vehicle to do so. Physical Requirements: Ability to maneuver and regularly lift and or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 40 pounds. Ability to stand/walk 8 hours a day; reach overhead, bend, squat, twist, reach, grasp and grip and work in cooler (cold temperatures). The noise level in the work environment is usually moderate. Other: Specialized attire required in food establishments (hats or visors, gloves etc. provided)

Job Description TES Staffing is partnering with a well-established wholesale beverage distributor that supplies a wide range of beer, wine, and non-alcoholic products to retailers, bars, and restaurants throughout the region. Salary & Benefits $100K+ (depending on experience) + Defined Growth Path to Controller Benefits include: • Health, dental, and vision insurance, • Retirement plan, • Life insurance, • PTO and vacation time About the Opportunity This is a unique succession-planning opportunity for an accounting professional looking to take the next step in their career. The company's long-tenured Controller plans to retire within the next year, and they are seeking someone who can learn the business from the ground up before transitioning into a leadership role. Rather than stepping directly into a Controller position, you'll spend your first phase immersed in the day-to-day accounting functions that drive the business, gaining a deep understanding of operations, financial processes, systems, and industry-specific accounting practices. As your knowledge and responsibilities grow, you'll work closely with the current Controller to develop the skills and business insight necessary to eventually assume oversight of the company's accounting and financial operations. What You'll Do Initially, you'll focus on core accounting responsibilities, including: • Maintaining and reconciling general ledger accounts, • Assisting with month-end close activities and financial reporting, • Reviewing and coding invoices and supporting accounts payable processes, • Reconciling bank accounts and financial records, • Supporting audits and gathering financial documentation, • Assisting with tax filings and compliance reporting, • Collaborating with internal departments and external vendors to resolve discrepancies, • Learning company systems, processes, and operational workflows As you progress, you'll gain exposure to broader financial and leadership responsibilities such as: • Financial statement preparation and analysis, • Cash flow and banking management, • Budgeting and forecasting support, • Internal controls and accounting policy development, • Audit and compliance oversight, • Financial reporting for ownership and leadership teams, • Strategic business planning and operational decision support What We're Looking For • Bachelor's degree in Accounting, Finance, or related field preferred, • 3+ years of progressive accounting experience, • Strong understanding of general ledger accounting, reconciliations, and month-end close, • Advanced Excel skills, • Strong analytical and problem-solving abilities, • High attention to detail and accuracy, • Ability to learn complex business operations and financial processes, • Excellent communication skills and a collaborative approach, • Interest in long-term career growth into an accounting leadership position Why This Role Stands Out • Clearly defined path to future Controller responsibilities, • Direct mentorship from an experienced, long-tenured Controller, • Opportunity to learn the business before assuming leadership, • Stable, successful company with strong employee retention, • Collaborative, team-oriented culture, • Chance to make a long-term impact on the organization The Environment • Fully onsite, • Monday-Friday, 8:00 AM - 5:00 PM, • Open-office environment with a close-knit team, • Fast-paced but supportive culture, • Leadership that values training, development, and long-term growth This role is ideal for an accounting professional who enjoys rolling up their sleeves, learning the operational side of a business, and building toward a future leadership opportunity. Company DescriptionTES Staffing is a regional staffing and HR services company. We work with Western NY's top companies to offer our applicants a wide variety of choices when looking for their next career opportunity. We will work with you to identify your strengths and try to match you up with the right job opening we have at that point in time. We look forward to working with you and cannot wait for you to create your future together!TES Staffing is a regional staffing and HR services company. We work with Western NY's top companies to offer our applicants a wide variety of choices when looking for their next career opportunity. We will work with you to identify your strengths and try to match you up with the right job opening we have at that point in time. We look forward to working with you and cannot wait for you to create your future together!

Job Description Job Title: Benefits and Payroll Coordinator Department: People Operations Position Type: Full-Time FLSA: Non-Exempt Job Summary Join us and be part of a mission-driven team that prioritizes innovation, collaboration, and continuous development. Under the direction of the Director, Payroll and Benefits, the Benefits and Payroll Coordinator provides professional day-to-day management, coordination, and processing of Human Resources data, employee timekeeping, and benefits and is responsible for the processing of payroll. This role develops appropriate relationships, prepares written communications, and assists with coordination and management of People Operations compliance work and other projects as directed. The Benefits and Payroll Coordinator serves as a consistent point of contact for employees to ensure exceptional service and support. This position also serves as backup to the Leave of Absence Coordinator for leave administration. Duties/Responsibilities HRIS Data Management • Manages and maintains position, compensation, time, benefits, time off, and payroll data in personnel records, • Ensures employee completion of self-service data such as emergency contacts, direct deposit, and tax withholdings, • Processes employee terminations, including related correspondence, • Maintains organizational-level data for operational and compliance needs, • Assists with HRIS security management, • Assists in creating and managing reports, • Acts as primary contact for HRIS vendor Benefits Administration • Provides direct service to employees as the day-to-day contact for all employee benefits, • Manages and processes benefit enrollments and changes, • Manages COBRA program, • Assists with Cafeteria Plan administration, • Assists with Open Enrollment, • Acts as liaison with benefit carriers and resolves issues Time Reporting System • Provides direct service to employees as the day-to-day contact for time reporting, • Assists with maintenance of the time reporting system, • Manages time off bank assignments and changes, • Assists with corrections to timesheets, • Reviews system regularly to identify and resolve issues prior to payroll deadlines, • Monitors approvals for timely completion Payroll • Provides direct service to employees for payroll questions, • Processes payroll each pay period ensuring accuracy of hours, changes, and deductions, • Downloads and reviews pre- and post-payroll reports, • Responsible for accurate W-2 reporting Orientation & Training • Responsible for new employee and supervisor orientation related to payroll and benefits, • Provides benefit education and highlights Compliance • Assists with year-end payroll compliance, • Assists with Cafeteria Plan compliance testing, • Maintains required labor postings (hard copy and electronic), • Completes assigned People Operations compliance work plan items Miscellaneous • Demonstrates commitment to diversity, equity, and inclusion, • Models organizational values and behaviors, • Maintains confidentiality of protected information, • Participates in compliance audits, process improvement, and quality initiatives, • Performs other duties as assigned Required Skills/Abilities • Excellent customer service skills, • Strong attention to detail and accuracy, • Time management and organizational skills, • Strong written and verbal communication, • Good judgment and problem-solving ability, • Database management and data analysis skills, • Strong computer skills, including Office 365 Education and Experience • High school diploma or equivalent required, • Minimum five (5) years of experience in benefits and payroll, • Experience with electronic payroll, timekeeping, and benefits systems required Physical Requirements While performing the duties of this job, the employee is required to stand, sit, walk, use hands, reach, talk, and hear. Occasionally may need to stoop, bend, and lift or move up to 20 pounds. Vision requirements include close, distance, peripheral, and depth perception, and ability to adjust focus. Equal Employment Opportunity Trillium Health promotes Equal Employment Opportunity for all, respecting diverse backgrounds, cultures, races, ages, experiences, and opinions. Employees must meet department performance standards and participate in compliance audits, process improvement, and quality improvement plans.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles, • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs, • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences, • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning, • Organizing and managing resources (time, people, budget) to run a productive practice, • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client, • Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success., • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success., • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions., • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities., • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: • Handles inbound inquiries from leads regarding Merrill offerings, • Positions the extensive capabilities of Merrill and Bank of America, • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate, • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts, • Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses, • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services, • Proven ability to engage with and influence others, • Exceptional interpersonal and relationship building skills, • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility, • Proven ability to assess needs and recommend appropriate solutions/interventions, • Proven ability to work collaboratively on a team and with key partners, • Proven ability to listen and probe for clarity and understanding, • Goal and results oriented, • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking, • Ability to work in an environment where the majority of your compensation is tied to your performance, • Strong follow-through skills, • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience, • Learns and adapts to new technology or applications, • Executes multiple tasks simultaneously Skills: • Business Acumen, • Business Development, • Oral Communications, • Prospecting, • Wealth Planning, • Analytical Thinking, • Client Experience Branding, • Client Investments Management, • Portfolio Analysis, • Risk Management, • Active Listening, • Client Solutions Advisory, • Emotional Intelligence, • Referral Management, • Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Buffalo - 50 FOUNTAIN PLZ - KEY TOWER (NY3050), US - NY - Jamestown - 55 SOUTHWESTERN DR (NY3055), US - NY - Pittsford - 1221 Pittsford Victor Rd (NY3240), US - NY - Williamsville - 6245 SHERIDAN DR - SHERIDAN MEADOWS CORP PARK (NY3245) Pay range $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary responsibilities include: • Adhering to established customer service standards and providing a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them., • Educating our customers through shoulder-to-shoulder digital demonstrations; identifying self-service opportunities that meet the customer's identified needs., • Actively engaging in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to address the customer's immediate need., • Accurately balancing and processing customer transactions efficiently following Bank Policy., • Taking ownership of escalated account services issues until resolution; completing and accurately logging all customer complaints in the appropriate system., • Transitioning identified sales opportunity and providing introduction to appropriate banking partner., • Completing branch-related operational activities as appropriate (e.g cash ordering, vault, ATM, and wire transfer activities)., • Processing customer/account maintenance accurately., • Completing Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/KYC (Know Your Customer related activities)., • Adhering to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies., • Promoting an environment that supports belonging and reflects the M&T Bank brand., • Maintaining M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable., • Completing other related duties as assigned. Scope of responsibilities include providing exceptional service to branch customers and resolving routine customer problems in a timely manner. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity. Managerial/Supervisory responsibilities: Not Applicable Education and experience required: • High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience, • Proven verbal communication skills, • Proven interpersonal skills, • Proven ability to demonstrated exceptional customer service, • Well-organized, • Proven time management skills, • Proven prioritization skills, • Proficient with internet user-level technology Education and experience preferred: • Bilingual based on branch needs Physical requirements include: • Ability to stand for long periods of time, • Prolonged use of hands and fingers, • Ability to lift light to heavy objects weighing 5lbs 30 lbs., • Ability to read fine print, • Ability to interact with customers in an open face to face work environment M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $25.76 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location: Rochester, New York, United States of America

Chase Bank Midtown, 360 Park Ave Share Apply on Company Site Job has Expired - Search Other Jobs Tags: Featured 1 yr exp needed Retail Min. base wage: $25.00/hr Retail Est. base annual: $49,400 Est. base weekly: $950/wk Est. base monthly: $4,116/mth Benefits: Health Insurance Dental Insurance PTO 401K Transit Time ? Walking Time? Driving Time? Est. total taxes and net pay (approximations only - see below for calculation details) Gross Annual Salary $49,400 Federal Income Tax -$4,169 State Income Tax -$2,117 Social Security Tax -$3,063 Medicare Tax -$716 Total Taxes -$10,065 Net Annual Pay $39,335 Est. base wage (post-taxes) $19.91/hr Est. base weekly (post-taxes) $756/wk Est. base monthly (post-taxes) $3,278/mth $25.00/hr $26.00/hr $27.00/hr $28.00/hr $29.00/hr 38hrs/wk $52,000 $54,080 $56,160 $58,240 $60,320 40hrs/wk $52,000 $54,080 $56,160 $58,240 $60,320 45hrs/wk (overtime) $61,750 $64,220 $66,690 $69,160 $71,630 50hrs/wk (overtime) $71,500 $74,360 $77,220 $80,080 $82,940 55hrs/wk (overtime) $81,250 $84,500 $87,750 $91,000 $94,250 Create a free account to compare your current role with all roles on Workwise (including this one) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering outstanding experience to Chase customers. You'll acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week. Job Responsibilities - Deliver exceptional customer experience by acting with a customer-first attitude - Manage assigned customers and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations - Make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships - Strong desire and ability to influence, educate, and connect customers to technology - Possess initiative, and knowledge to provide financial options for customers using a consultative approach - Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together - Partner with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs • At least one year experience in: Retail banking sales, or Financial services sales, or Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results, • High school degree, GED or foreign equivalent required, • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire, • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training, • Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs, • Ability to work branch hours, including weekends and some evenings, • Compliance with Dodd Frank/Truth in Lending Act Preferred Qualifications, Capabilities and Skills, • College degree or military equivalent strongly preferred, • Professional, thorough, and organized with strong follow-up skills, • Exude confidence with clients when sharing product knowledge and solutions, • Experience adhering to policies, procedures, and regulatory banking requirements NOTE - Tax withholding is calculated using Federal and New York State 2022 income tax guidelines. For simplification, we've assumed "single" marital status and no additional income. This does not represent any legal authority and is just an estimate used for approximation purposes. Chase Bank is hiring for a Relationship Banker Position in Midtown, New York City. Base pay starts at $25/hr. #TransparentPay #TransparentSalaries #NYCJobs #SalaryTransparency

The duties will include day to day bookkeeping, bank account reconciliations for various small business entities.Assisting in preparing financial statements.Filing various simple tax forms with local agencies.Keeping a client contact regarding open issues.Friendly small firm environment conducive to

The duties will include day to day bookkeeping, bank account reconciliations for various small business entities.Assisting in preparing financial statements.Filing various simple tax forms with local agencies.Keeping a client contact regarding open issues.Friendly small firm environment conducive to

Overview: Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)). Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners. Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients Onboard new customers through customer outreach (regardless of available channel, and individual who opened account) Establish trust with existing clients through proactive outreach regularly Schedule preset appointments for the following week and hold appointments each week Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan) Perform customer servicing interactions. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act Scope of Responsibilities: The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying sales opportunities with customers. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience. Strong verbal communication and interpersonal skills Proven ability to demonstrate exceptional customer service Well-organized individual with time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact and diplomacy with internal and external customers Proficient with internet user-level technology Education and Experience Preferred: Associates degree Notary public license Bilingual based on branch needs Physical Requirements: Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heave objects weighing 5 lbs. to 30lbs Ability to read fine print Ability to interact with customers in an open face-to-face work environment Ability to use fax, telephone system, copier and other communication tools M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Rochester, New York, United States of America

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P. Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day. We are committed to your growth and development. We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there. The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services. Job Responsibilities: • Work with the Account Opening Group to open estate or trust accounts., • Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures., • Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services., • Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues., • Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative Review, and the Investment Systems to ensure that all exceptions are properly addressed and kept to a minimum, • Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration., • Work with Tax Officers and trust counsel to resolve tax issues., • Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus Client Relationship Management • Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the decedent and or grantor's purposes and meet the needs of the beneficiaries., • Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service., • Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community., • Develop, retain and deepen client relationships. New Business • Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts., • Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation. Educational/Administrative: • The specialized and ever changing nature of the Trust and Estate practice requires that Trust Administrators devote a significant amount of time to personal development and training., • Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Estate Administrator, attending in-house and external seminars and taking required Proficiency Training courses offered internally on a quarterly basis. Required Qualifications, Skills and Capabilities • Bachelor's degree required, • Relevant years of experience in the trust and estates industry, • Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice preferred., • Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge, • Problem Solving/Risk Management takes initiative, decisive, accountable, exhibits critical analysis and judgment, • Client Servicing client knowledge, client relationships, proactive communication

Job Description Overview: This is a dynamic role that supports Calero's execution of Managed Bill Pay Payments to vendors on behalf of their customers. The ideal candidate for this role is capable of handling and processing diverse and complex transactions with an eye towards process improvement and optimization while maintaining and exceeding customer expectations. This is an exciting opportunity to learn about the telecom industry from the inside with career growth available within the Managed Bill Pay team and overall services organization. This role will involve the coaching and development of staff, routine process execution and the analysis and interpretation of large data sets. Job Summary: The Team Lead of Cash Reconciliation is responsible for ensuring that all customer invoices are paid accurately and against authorized amounts using the proper predetermined payment methods on a weekly basis. This Team Lead will also partner with and support the department Manager and/or Director with the necessary data needed to run the Business Unit effectively. The Team Lead will work with the members of the internal payment teams to ensure the highest levels of accuracy are maintained during the payment of daily AP feed batches. The Team Lead will train new staff and assist the Director with staff management. The Team Lead will also assist leaders in our customer operations department with client-based questions related to all payments processed by the Managed Bill Pay team. Finally, the Team Lead will be responsible for completing detailed month-end reports for both our internal accounts receivable and FP&A teams. Duties and Responsibilities: • Coordinate and lead a team of Reconciliation Analysts in the execution of their daily responsibilities, including the matching of incoming funding from clients against existing Calero AP Feeds, the clearing of payments against invoices listed on feeds from bank data, and all payment investigations., • Ensure team members are provided with the tools and data necessary to complete their responsibilities on a timely basis., • Establish and maintain process improvements to facilitate effective, accurate, and efficient vendor payments., • Coordinate with team to assign daily and/or weekly tasks., • Maintain accurate records of all completed payments and monitor records for potential errors., • Ensure errors are addressed in a timely fashion and provide coaching to team members aimed at reducing further mistakes., • Facilitate the downloading of completed payment batches into our current excel tool for analysis., • Review completed cash reconciliation reports by team members for accuracy and to eliminate error due to force balancing., • Meet defined department goals and activity metrics during each calendar month-end to ensure all finance departments have the data they require to close company books within 5 business days., • Develop a management strategy around specific KPI’s designed to maintain productivity and workflow efficiency., • Work with IT and Engineering team to make data collection, organization, and reporting more efficient and usable for Managed Bill Pay team., • Work with management to identify issues for process improvement., • Manage external relationships with key vendors in conjunction with department management and other team members., • Directly manage a 2M dollar loan portfolio required to support an autopay program (i.e.) maintain a log of all open loans, review aging of loans, track sources and uses of cash on a weekly basis and clearly identify repayment sources of all loans. Experience and Training: • 3+ years of Finance and/or Accounting experience., • Intermediate level Excel skills (e.g., sorting and analyzing large data sets)., • Prior supervisory or people management experience strongly preferred., • Experience of handling all levels of banking transactions (e.g., ACH, Wire, Credit Card, Check)., • Excellent customer service skills., • Strong computer skills and learning ability., • Detail-oriented, highly organized and strong analytical skills., • Excellent verbal and written communication skills., • Ability to work independently with little supervision., • Ability to prioritize and manage multiple responsibilities., • Ability to manage stressful situations, particularly when monthly volumes are high., • Ability to manage and develop a team of Payment Analysts. Education: • Associate in Accounting/Finance or equalized experience required., • Bachelors’ Degree Preferred Physical Requirements: • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards., • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards, • Must be able to communicate clearly on telephone and via email, • Must be able to remain in a stationary position up to 75% of the time, • Constantly operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Confidentiality: This position will be exposed to extremely confidential information and discretion is paramount. A confidentiality, non-compete, and non-solicitation agreement will be required. Management Responsibility: This position is seen as a Team Lead with direct supervisory responsibilities. Calero is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with a disability. The annual salary range for this position is $53K - $63K. It is important to Calero that potential candidates for this position understand that compensation depends on numerous factors including the geographic location where the role will be performed, skills required, experience, complexity, travel, and market rate. Calero aims to reward performance and attract top talent with competitive, fair pay and benefits. Please note that the top of the salary range represents exceptional, and/or senior-level positions, that meet all required qualifications. Actual offers take candidate’s knowledge, skills, abilities, and experience into account. Base Pay is just one component of the total compensation package for employees. Other rewards vary by position and location.