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Job Description TITLE: Sales Leader/Assistant Branch Manager LOCATION: Latham REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 40 ($22.00 - $35.21 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:30pm, Friday 8:30am-6:30pm, Saturday 8:30am-12:30pm Position Summary: Responsible for all phases of day-to-day operations within the office under the direction of the Branch Manager/BDO/Senior Branch Manager. Assists in the development and maintenance of retail, commercial and municipal customer relationships. Essential Job Functions: • Actively sells and refers all Pioneer Bank products and service offerings., • Upholds established customer service standards and measurements and ensure such expectations are communicated and adhered to., • Oversees processing of customer transactions and ensures compliance with cash handling and security procedures., • Assists with scheduling, counseling, supervising, evaluating and disciplining all personnel within the branch., • Provides continuous coaching and evaluation of staff sales efforts and monitors results., • Monitors staff compliance with all Bank policies and procedures within the branch, through training and counseling., • Works with Branch Officer to coach staff on increasing branch sales and deposits., • Interviews, selects, and trains staff in accordance with the Bank’s EEO/AA commitment in conjunction with or under direct supervisor of Branch Manager. Evaluates performance, and makes recommendations for advancement and appropriate promotional and merit increases. Motivates and counsel assigned staff to increase professionalism, exceed customer service expectations, and encourage career development., • Ensures that department practices comply with Federal and State laws and corporate human resource policies., • Promotes EEO and Affirmative Action by identifying problem areas and establishing and meeting goals to eliminate underutilization of females, minorities, individuals with disabilities, disabled veterans, and veterans of the Vietnam era., • Assists in the development, implementation and administration of human resource policies and programs including implementation and compliance with Equal Employment Opportunity and Affirmative Action Programs., • Develops subordinates and others in the bank, when requested, for the purpose of succession planning. Education & Experience: • Bachelor’s Degree preferred., • A minimum of one year Assistant Manager or Sales experience or two years’ experience as a Relationship Banker, Client Service Supervisor or Trainer required., • Ability to demonstrate sales skills and capacity to motivate branch staff to cross sell financial services., • Previous sales experience preferred., • Proven ability to comply with policies and procedures, to maintain accuracy and meet deadlines., • Bilingual capability a plus., • Attainment of Notary Public certification within 12 months of beginning position., • Proficiency with MS Word and Excel, E-mail, internet software and capacity to learn retail banking computer system is essential., • Must have own transportation, or access to reliable transportation on short notice., • Valid Driver’s License and ability to maintain this throughout employment., • Must have the ability to maintain flexible daily schedule, including evenings and Saturdays. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Job Description The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Troy Branch team as: Universal Banker This opportunity may be perfect for you if you have experience in: Excellent Customer Service and Communication Skills Relationship Building and Sales Excels in a detail-oriented, regulatory environment Account Management About this position: Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events. Essential Job Functions: Provide consistent, outstanding customer service by anticipating and reacting to customer needs. Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies. Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships. Research customer questions and direct problem resolution to maintain customer relationships. Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate. Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable. Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures. Provide training, support and guidance as appropriate to co-workers and customers. Act in Branch Manager’s absence as needed. Able to travel, using reliable transportation, to various branches to meet operational needs Ability to work rotating Saturday schedule What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having Education/Certifications/Experience: Associates Degree or equivalent experience required 4-6 years of customer service experience required; experience in a financial institution preferred Ability to achieve NMLS certification and Signature Guarantee certification Skills/Knowledge: Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism Quality problem solving skills; ability to work independently and as part of a cooperative work team Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus Solid sales and referral experience; knowledge of bank and insurance products/services Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software Physical Demands: Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. Must be able to repetitively use a telephone and computer mouse and keyboard. Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays Medical, Dental, and Vision Insurance and Flexible Spending Plan Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership Education and Tuition Reimbursement Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms. The salary range for this position is $19.00 - $22.00 per hour commensurate with experience and education. Additional compensation may be earned through the Company’s incentive programs, subject to individual and company performance. L1-st1

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

Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.

Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.

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

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

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.

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 w

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 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 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

Manages all stages of client interaction, from the sales pitch to the investment contract. Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients. Conducts research on i

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

Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the job title and job description, ensuring high signal to noise ratio and a beautiful, condensed read.

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

Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.

Conducts research on investment opportunities to define risk and return profiles. Assembles financial models to value debt and equity and assist in investment and financial planning decisions. Manages all stages of client interaction, from the sales pitch to the investment contract.

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

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

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

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

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

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.

Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.

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

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

Job Description TITLE: Senior Relationship Banker LOCATION: Greenbush Commons/Albany REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 35 ($21.00 - $32.60 per hour) AVAILABILITY: Monday-Wednesday 8:00am-4:45pm, Thursday-Friday 8:00am-5:15pm, Saturday 8:30am-12:30pm Position Summary: The Senior Relationship Banker’s primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service, primarily non-teller transactions, with particular emphasis on delivering quality customer service and consultatively recommending bank products and services. This position will act as a leader in branch sales while motivating staff towards sales goal achievement. Essential Job Functions: • Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services., • Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs., • Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs., • Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate., • Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration., • Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up., • Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management., • Demonstrates vigilance in detecting and reporting fraudulent or irregular activities., • Assists the branch manager in managing branch sales activity and mentors colleagues in pursuit of their sales goals., • Coaches, counsels, trains and develops branch staff in all aspects of their work., • In the absence of the Branch Manager and Assistant Branch Manager has the responsibility for all phases of the day-to-day operations within the branch, including but not limited to open/close procedures, override privileges and staff supervision. Education & Experience: • A high school graduate or GED required or current high school student anticipating graduation., • Retail and/or cashier/teller experience required, minimum of 1 year CSR experience preferred., • Minimum of 2 years of proven sales experience required., • Previous supervisory and or training experience preferred., • Ability to obtain NMLS license within 6 months of obtaining position., • Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.) As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.

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

The Relationship Banker’s primary focus is to establish and deepen client relationships.

Job Opportunity At Bank of America.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