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Job Description Summary of Job Description: Under general supervision and in compliance with established policies and procedures is responsible for efficient, effective customer service including new account opening, loan applications, responding to inquiries, performing account maintenance and assisting as requested by management. Provides personalized customer service by learning about customer needs and financial goals. Represents the Bank at community activities when appropriate, to maintain proper responsible citizen stature for the bank while at the same time developing new business. Must have strong leadership skills, desire to grow within the organization and be flexible in time required as Personal Banker. This may include working extra hours in order to properly support the customer service specialists and Bank operations. Primary Duties & Responsibilities: Sales and Service • Responsible for developing and maintaining customer and business relations through daily contact with customers entering branch and proactive contact with existing customers. Uses consultative sales approach to develop relationships that help customers reach their financial goals., • Represents the Bank at community activities when requested., • Works as part of branch team to develop plans for meeting branch goals for loan, deposit and services growth. Assists other employees when necessary in achieving these goals., • Answers questions and solves problems for customers concerning all products and services provided by the Bank. Ensures that follow up contact occurs within 24 hours either with final answer or update on progress., • Proactively learns about all bank products and services by keeping current with the Product Manual, and other Bank products and services., • Completes Onboarding activities for new Lake Shore Bank customers as assigned by management., • Must be willing to make outbound phone calls to existing customers and potentially new customers. The main purpose would be to alert them of Lake Shore products and promotions. Every effort should be made to schedule an appointment. Operations • Must participate in mandatory annual compliance training, staff development and educational training within the branch as assigned by Regional Branch Sales Manager or Assistant Branch Sales Manager., • Ensures that all Human Resource related documentation is completed and forwarded to the Human Resource Office in a timely manner., • Required to open branch 5 minutes early and close the branch 5 minutes late, to include drive-thru facilities as needed, to ensure highest level of accessibility for customers., • Ensures that all daily activities are completed in accordance with the requirements of all internal controls as established by Bank policy., • May work as customer service specialist when requested by management., • Interviews consumer loan applicants, gathers required information for credit applications, and explains loan options, rates, terms and all collateral requirements to Lake Shore Bank customers. Will qualify loans and provide documentation for proper underwriting by running credit reports, analyzing information provided, verifying information with creditors, the applicants and the applicants employer when required. Will request and follow up on additional information required., • Cross sells Lake Shore Bank products to customers via lobby customers, telephone inquiries and potential customers outside of work hours ensuring proper fit of our banking services to match the need of the customer., • Assists in the development of mortgage customers, to include frequent visits to the local realtors to promote mortgage products and ultimately enhance the branch mortgage portfolio., • May be required to travel to other branch locations in order to provide staffing efficiency., • Maintains inside and outside appearance of the branch to highest levels of cleanliness, • Maintains a professional image at all times while representing the Bank, by maintaining proper personal hygiene and appropriate business attire., • Must represent the Bank in a positive manner at all times by providing customers with exceptional customer service., • Refers appropriate candidates for employment opportunities with Lake Shore Bank., • Any other duties that may be assigned. Skills and Abilities Required: • Personal Bankers must exhibit strong leadership and a drive for success. Prior leadership and enthusiasm for advancement must be proven either internally or externally., • Potential for further development and leadership opportunities must be an objective of this individual in succeeding in personal and professional growth., • Candidate should have at minimum an Associate’s Degree or Bachelor’s Degree in the field of Business, or prior success and achievement equal to 5 years of service in the business world in a leadership position., • Computer Skills, in specific Bank software (Loan Doc/Fiserv System/Nautilus Scanning) and in Word, Outlook and Excel programs., • Must maintain knowledge of the Consumer Loan Policy as approved each year by the Board of Directors., • Is required to maintain a high degree of confidentiality, have excellent interpersonal and communication skills., • Solid product knowledge; proactive leadership in learning new products/services and ensuring other staff members’ timely instruction of all products and services., • Must have up to date knowledge of IRA/HSA rules and documents Mandatory Requirements: • Must maintain banking knowledge to ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and Bank policies and procedures., • Is responsible for strictly adhering to LSSB check cashing policies and procedures., • Must maintain a positive work atmosphere by behaving and communicating in a manner so that a positive working relationship with customers, coworkers and managers exist., • Must interact professionally with other employees, board members, customers and external vendors., • Must act in accordance with the Lake Shore Bank Code of Ethics Policy.

KeyBank - 201 Amherst Street - Responsibilities: Provide excellent client service in-person at the branch; Balance cash drawer within balancing guidelines; Identify and resolve client servicing issues, escalating as needed; Transition clients to a Banker for financial wellness conversations; Attend

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 man

Branch Customer Experience Specialist.Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned

Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities):.

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key an

Bank of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Pl

Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities):.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experien

Citizens Bankers are the face of the branch.

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Pl

Executive Director, Capital & Advisory Solutions. Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. You will lead the execution of Emp

As a key member of the Financial Center team, the Universal Banker delivers exceptional service at every customer's touch point, including leading and coordinating lobby management. Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.

Join the Five Star Bank Team as a Relationship Banker. As a Relationship Banker, you will combine expert financial knowledge with an advice-led approach to deliver personalized solutions and build lasting customer relationships.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Executive Director, Capital & Advisory Solutions. Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. You will lead the execution of Emp

Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services.Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; displays sales l

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Follows established policies in accordance w

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients.

Home to some of the most recognized brands in real estate: Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotherby’s International Realty, we fulfill our purpose to empower everyone's next move through our leading integrated servic

Job DescriptionDescription: HUNT Mortgage is seeking an ambitious and results-driven Mortgage Loan Officer to join our team of highly motivated Mortgage Consultants. Ideal candidates for our team will be experienced in relationship management to assist clients and provide excellent support throughout the home-buying process. Additionally, Mortgage Consultants must keep up with mortgage loan trends and developments and are well-connected to other financial institutions, lenders, and advisors. In this role, your ultimate goal is to help clients realize and meet their financial goals by responsibly advising them throughout the mortgage loan process, from application to closing. You will be a great fit for our team if you can swiftly identify customer needs, meet loan production goals, and work to ensure customer satisfaction. Primary Functions: • Meet with loan applicants to identify their needs, collecting information for loan applications, and guiding them throughout the entire loan process, • Assists clients with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness, • Review financial information from all relevant parties to determine eligibility, • Submit loan applications in a timely manner, monitoring active loan files on a regular basis, • Prepare thorough and timely pre-qualifications, • Counsel applicants and resolve any loan-related issues that may arise, • Originate and evaluate mortgage loans in compliance with Company guidelines and standards as well as federal, state, and local regulations, • Build relationships with our Real Estate Sales Professionals, including visiting and attending Real Estate Branch meetings on a regular basis, • Outstanding interpersonal skills, • Excellent oral and written communication skills, • Customer service-oriented, • Proficiency in current office technology (Microsoft Office, Google Workspace, etc.), • 1-3 years of experience as a mortgage loan officer required, • High School Diploma or equivalent required, • Thorough knowledge and understanding of all local, state, and federal mortgage loan regulations required, • Prolonged periods sitting at a desk and working on a computer, • Must be able to push, pull, and lift up to 15 lbs. This job description is not an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job; require that other or different tasks be performed as assigned; and/or make reasonable accommodations so that a qualified employee(s) can perform the essential functions of the position. The starting base salary for this position is $40,000-$50,000 per year. This position is also eligible for additional incentive compensation (bonuses, commissions, etc.) based on pre-determined personal performance metrics. Compensation ranges are based on several factors including job function, level, classification, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here. HUNT Mortgage Corporation is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion or religious creed, disability, genetic information, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics. If you have a need which requires accommodation in order to apply, please let us know by completing our Applicant Accommodation Form. HUNT Mortgage Corporation NMLS #37405 is an Equal Housing Lender. 403 Main Street, Suite 210 Buffalo, NY 14203. (888) 433-8373. New York State Mortgage Banker License #LMBC 109903. Req: 1660198 Position Class Hourly, Non-Exempt Additional Compensation Commissions Requirements: