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Job Description About Upstate National Bank Founded in 1922, The Upstate National Bank (UNB) is a nationally chartered community bank focused on providing credit and services to meet the needs of small and medium size businesses, entrepreneurs, and professionals, along with our retail consumers within our geographic marketplaces. We continually strive to provide a safe and secure environment while simultaneously enabling and enhancing community prosperity and growth in the markets we proudly serve. Our menu of credit, products and services is uniquely tailored to our clientele and evolved out of working closely with our corporate and professional customers to develop products with cost efficient attributes and qualities that address their everyday banking needs. We primarily cover Upstate and the North Country in New York State utilizing our offices located in Rochester, Ogdensburg, and Philadelphia NY along with both our skilled people and technology. Job Summary The Universal Banker is responsible for ensuring the customers of Upstate National Bank receive premier customer service by processing a variety of basic banking service functions, identifying customers’ needs, and recommending bank products/services to meet those needs. Provides exceptional client experience by serving as a welcoming and professional first point of contact for clients, visitors, and vendors. Demonstrate a helpful, friendly, and courteous manner while greeting guests and directing them appropriately. Essential Functions and Job Responsibilities • Accurately and efficiently process Retail and Commercial banking transactions, including deposits, withdrawals, loan payments, check cashing, and other transactions, while following established policies, procedures, and internal controls., • Take ownership of account servicing and issue resolution, including addressing routine client needs and referring more complex matters to the appropriate resource. Follow up as needed to ensure timely and accurate resolution while identifying opportunities to recommend additional products or services that may benefit the client., • Deliver exceptional customer service to Commercial and Loan clients by assisting with a variety of banking needs, including account transfers, password resets, wire transfers, and other account servicing requests. Partner with appropriate internal resources to address more complex service needs., • Balance cash drawer daily, • Balance vault daily, • Act as liaison between customers, management, and other departments within the Bank, • Answer phone calls and respond to questions, resolve problems and needs in a friendly, accurate and timely manner or direct call to appropriate person, • Wire input & verification, • Opening new accounts and providing follow-up calls, • Online banking, • Accounts maintenance, • Cross-sale of other products - promoting Bank’s products and services, such as checking and savings accounts, loans, certificates of deposit (CDs) and debit cards, • Wire processing, • Cash services (order cash for the branch as needed), • Understand and adhere to Bank`s risk and regulatory standards, policies and controls that are in place. Identify risk-related issues needing escalation to management., • Support other branches as needed, • Other duties as assigned Required Education and Experience • High School Diploma or equivalent, • At least 3 years of experience in banking or cash handling and/ or customer service, • Familiarity with core systems, Jack Henry preferred, • Proficient in Microsoft Office Suite, • Strong written and verbal communication skills, • Basic understanding of data analysis and business financial reporting, • Excellent organization and administrative skills. Ability to plan and prioritize based on business needs, • Ability to maintain confidential information Work Environment Based in Rochester, NY branch - 150 State St., Rochester NY. Office hours - 8:30am - 5pm. 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. While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk, and hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must regularly lift and/or move up to 10 pounds. What We Offer • Medical, Dental & Vision group insurance from Day 1 (including a plan that is free for single coverage), • 11 Paid Holidays & 3 weeks of PTO annually from Day 1, • 401k company match - 65% of employees 6% contributions, • Company paid Life Insurance (up to 3 times of annual pay) and Long Term Disability Insurance, • Supported continued education and certification Pay Transparency The pay range for this position is $22 - 26 an hour. Actual pay is based on various factors including but not limited to relevant skills, experience, training, and education. EEO Statement The Upstate Bank offers equal opportunities to all persons without regard to race, color, religion, age, gender (including pregnancy, childbirth and related medical conditions), disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, gender identity or expression, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law. We will endeavor to make a reasonable accommodation/modification to the known physical or mental limitations of a qualified applicant with a disability to assist in the hiring process, unless the accommodation would impose an undue hardship on the operation of our business, in accordance with applicable federal state and local law. Applicants who require reasonable accommodation during the application process may contact Human Resources.

ESL is currently seeking Bilingual Universal Bankers to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functi

JPMorganChase - 3917 Lake Avenue - Responsibilities: Greet clients and manage lobby flow; Open and service accounts; Educate on digital banking and products; Perform branch operations including cash devices; Build relationships with clients and team.

The Relationship Banker is responsible for establishing, growing, and deepening new and existing customer relationships. This role serves as a lead contributor in delivering a high-touch, personalized customer experience by proactively identifying needs, providing tailored solutions, and helping consumer and small business customers achieve their financial goals. This includes full ownership of the customer experience from initial interaction through final resolution, ensuring a seamless and consistent experience regardless of complexity or internal handoffs. The Relationship Banker acts as a key partner within the Retail branch team, serving as a primary sales and service contact for customers, while also assisting in the coordination and execution of relationship strategies alongside the Branch Relationship Manager, Lending team, and Treasury Management partners. This role requires a strong focus on efficiency, attention to detail, and seamless execution to ensure an exceptional and consistent customer experience. Essential Duties and Responsibilities: • Acquire and deepen the branch customer base through proactive sales, service, and outbound follow-up activities., • Deliver a high-touch, personalized customer experience by assisting with account opening, wire transfers, account maintenance, consumer and home equity loan applications, and servicing needs with accuracy and professionalism., • Confidently perform both relationship-based service and traditional teller transactions as needed, ensuring accuracy, efficiency, and a seamless customer experience across all interactions., • Identify financial opportunities and customer needs, recommending appropriate bank products and services, and referring to Lending and Treasury Management partners when appropriate., • Achieve individual sales and referral goals as assigned by manager, contributing to overall branch performance., • Partner closely with Treasury Management and Lending teams to support business customer relationships, including assisting with onboarding, documentation, follow-up, and ongoing servicing needs., • Provide high-quality administrative and coordination support to the Branch Relationship Manager, Treasury Management partners, and Lending team, ensuring all activities are handled with efficiency, accuracy, and attention to detail., • Serve as a central point of coordination for customer requests and internal follow-up, ensuring a seamless and timely experience for both customers and business partners., • Effectively manage a variety of customer needs and resolve complex service issues; take ownership of customer concerns and follow through to resolution., • Recognize and mitigate potential fraud situations, educating and protecting customers and the bank., • Support day-to-day branch operations, including daily reports, balancing, scheduling support, and other operational tasks as designated by manager., • Build strong relationships with team members and business partners by fostering collaboration, communication, and teamwork; actively participate in and support branch meetings. Additional Responsibilities: • Attend seminars and meetings as appropriate, • Will be required to travel when needed to bank meetings or functions. Supervisory Responsibilities: • No supervisory responsibilities. Knowledge, Skills, and Abilities: • Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction., • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data., • English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar., • Communication Excellent interpersonal communication skills, both oral and written., • Sales and MarketingKnowledge of principles and methods for promoting, and selling products or services., • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records and other office procedures and terminology., • Bank Secrecy Act In the performance of all the respective tasks and duties, employee will maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security and bank policies and procedures. Education and Experience: • High school diploma or equivalent., • A minimum of two years experience in a financial institution or loan office setting., • Nationwide Mortgage Licensing System and Registry Identifier (NMLS) will be required. Physical/Work Conditions: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk and hear frequently, lift up to 20 lbs. occasionally; may be required to work evenings and/or weekends, attend remote meetings and/or to travel.

Job Description Financial Advisor Trainee Date posted: September 7, 2024 Pay: $75,000.Job description: *Please note that this position is only partially remote.You will need to be in office in Victor, NY 3 days a week.New York Life, Finger Lakes General Office Do you enjoy helping people and

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills along with your broad range of financial knowledge you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get • Meaningful work & relationships You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback., • Commitment to community Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually, • Career opportunities, reward, and upskilling See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you., • Exceptional benefits Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications • High School degree or GED required, • 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals, • Ability to effectively ask questions and identify needs to improve the customer relationship, • Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions, • Demonstrated skills in using digital technology to support the delivery of business goals, • Aptitude to problem solve and provide solutions to customer issues, • Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration, • Self-motivated, confident and ability to multitask effectively, • Ability to work branch hours, which can include weekends and evenings, • Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS., • Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience • 1 year cash handling experience Hours and Work Schedule • Hours per Week: 40, • Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $24.50- $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.

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

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 with the bank and the supervisor's direction.Meets monthly new account production goals as as

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

Relationship Banker In Branch BankingYou have a passion for helping customers, building relationships, and delivering extraordinary customer service. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. Job Responsibilities

Universal BankerSpecializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Float Universal Banker will frequently travel to different branches within a designated area to assist branch staff as needed.

Personal BankerLocation: 1005 Elmgrove Road - Rochester, New York 14624Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to

Morgan Private Bank is seeking a Private Banker to advise families on wealth strategies, leveraging investments, planning, credit and banking to preserve and grow assets.

Private Bank is seeking a Private Banker to advise families on wealth building and risk management.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Citigroup - - Responsibilities: Assist in basic account opening for existing customer; Provide service delivery to resolve account service issues; Execute financial transactions in accordance with bank policies and procedures; Refer opportunities to segment partners where appropriate; Create sales

The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. The Relationship Banker will educate customers and refer & cross-sell the appropria

Responsible for delivering accurate and efficient branch banking services through teller transactions, account servicing, customer support, and sales activities in accordance with bank policies and procedures.This role supports branch operations, security, and compliance, performs both teller and cu

Responsible for delivering accurate and efficient branch banking services through teller transactions, account servicing, customer support, and sales activities in accordance with bank policies and procedures.This role supports branch operations, security, and compliance, performs both teller and cu

Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors.BBVA CIB is a full-service provider of high value-added products and thanks to its proven b

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

Starting Hourly Rate / Salario por Hora Inicial: $17.USD per hour ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.ALL ABOUT SEASONAL JOBS Seasonal Specialty Sales Roles: A sales force of speci

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

A place to share your ideas freely - even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting them to what brings them joy.We do what we love - driving innovation, creativity, and impact in the wo

If you want an exciting job with one of the largest off-price retail stores in the nation, join the Burlington Stores, Inc.Are you a people person with an outgoing and friendly demeanor? Can you think on your feet in a fast-paced and demanding environment? Do you enjoy the satisfaction of positively

This job is with Ferguson, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly.Since 1953, Ferguson has been a source of quality supplies for a variety of industries.Together We Build Better infr

As a Lowe's cashier, you'll ensure every customer exits Lowe's on a high note.Your work helps our stores positively serve our customers and communities by providing a quick, friendly checkout experience and helping customers get the best value for their money.Whether you need a part-time position or

DXL Group, the largest specialty retailer of men's Big + Tall apparel, is looking for a Retail Sales Associate, Key Holder who is committed to building long term relationships with our guests by providing an experience that is unmatched by other retailers.We are committed to developing our people in

Note: If you apply for a role at Hershey through our career's website, we may use technologies that use automation to filter your candidacy based on objective criteria.We also use AI-enabled tools that help us facilitate the selection of our future Hershey talent.These tools may help with activities

Call Center / Remote] - Anywhere in U.Competitive Hourly Pay / Health-Dental-Vision-Disability-AD&D-Pet / HSA + FSA / 401(k) matching / Paid time off / Wellness program / Employee assistance program - As a Customer Service Representative at Mercola, you will: Respond promptly and professionally to c

Customer Support / Remote] - Anywhere in U.Competitive Hourly Pay / Health-Dental-Vision / Paid time off and company holidays / Opportunities for career growth - As a Customer Service Representative at Direct Meds, you will: Handle inbound customer inquiries with professionalism and efficiency; Reso

Call Center / Remote] - Anywhere in U.Competitive Hourly Pay / Medical-Dental-Vision-Life-Disability / HSA-FSA / 401(k) Plan / Flexible PTO / Parental Leave - As a Customer Service Rep at Verisma, you will: Field client inquiries regarding release of information (ROI) requests for patient medical re