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Job Locations US-NY-Rochester ID 2026-6279 Category Business and Financial Operations Type Full-Time (FT) Milton Rents is seeking a skilled and motivated Regional Controller to join our New York team. This hands-on leadership role oversees all aspects of general accounting, accounts receivable, and accounts payable operations, ensuring accuracy, efficiency, and strong financial controls. As a growing, privately held, multi-state organization, Milton Rents offers a dynamic, high-volume environment with significant opportunities to contribute to operational excellence and continued business expansion. Pay: $85,000 - $115,000. This is a salaried position and is bonus eligible. Benefits include: Paid Time Off + 8 company paid holidays • Medical, Dental and Vision insurance options for Employee and Family, • Disability & Life Insurance Packages, • Competitive Retirement Plan, • Tuition Reimbursement - available to FT employees with 1 year+ of service, • Employee Assistance program (EAP), • Additional supplemental offerings and discount programs, • Employee Referral Program, • Manage and direct all aspects of the general accounting function and ensure accuracy and timeliness of all data relating to general ledger transactions, bank reconciliations, receivables, and payables., • Ensure that all financial transactions are executed and documented in accordance with generally accepted accounting principles (GAAP)., • Provide direct supervision for the accounting staff, inclusive of all performance management and hiring activities., • Ensure proper revenue and expense matching., • Prepare the monthly management financial reporting package, forecasts, and annual financial statements as required., • Manage the treasury function including cash forecasting, debt management and payment approvals., • Assist with the coordination and management of the audit process with external auditors., • Oversee preparation and submittal of monthly, quarterly, annual state sales tax returns with payments as required., • Prepare and submit various federal, state, and local regulatory reporting as required., • Proactively identify and propose process improvements., • Provide ad-hoc reporting and analysis as required., • Generate and distribute reports regarding fleet, sales etc., • Highway Use and IFTA tax filing, • Investigate and resolve customer billing inquiries and disputes, • Bachelor's degree in accounting or finance is required., • Minimum of 5 years' experience in corporate accounting with proven success in a management role., • Excellent working knowledge of accounting policies and procedures is required., • Excellent analytical, communication, decision making and time management skills along with a willingness to roll up your sleeves are required for success in this role., • Experience with financial and accounting software systems., • Advanced user of Microsoft Office tools., • Ability to work on-site at our Rochester, NY office and also be able to travel between other NY locations as needed. This job description is not intended to be all-inclusive. Your supervisor may request and assign similar duties. Resumes that are mailed, emailed or hand-delivered to Milton Rents or any employee will not be considered. You must apply online. A background check and drug test are required as part of our pre-employment process. Milton Rents is an equal opportunity employer that values the strength diversity brings to the workplace. We encourage applications from individuals with disabilities, minorities, veterans, and women. Applicants receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, sexual orientation, gender identity, handicap, disability, veteran status, genetic data, or other legally protected status. We base all employment decisions to further this principle of equal employment opportunity. VEVRAA Federal Contractor. EEO/AA employer. Milton Rents is a Drug-Free workplace.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Employee discounts Accountabilities/Duties: • Prioritizes the guest experience, models superior guest engagement and fosters a positive work environment., • Partners with the Bakery Manager in leading all aspects of the guest experience, cake production, brand and merchandise presentation, work environment, P&L management and inventory control., • Supports the Bakery Manager in recruiting, selecting and training team members, directing daily work responsibilities, and providing performance feedback and coaching., • Ensures NbC product, service, bakery environment and visual merchandising standards are consistently upheld and that all bakery operations adhere to food and health safety standards and NbC policies and procedures., • Assists the Bakery Manager in executing operational and administrative responsibilities, which may include cake production plans, productivity goal setting, team scheduling, supply ordering, sales and labor reporting, basic accounting and expense control procedures, and payroll processing., • Co-manages special-order fulfillment via web and email for individual guests and corporate accounts as well as large, complex orders and deliveries., • Co-facilitates the opening and closing of the bakery, including cash-drawer balancing and bank deposits., • Contributes to marketing strategy execution in the local community by helping to coordinate and participating in special, brand-building events. Spirit of a Champion o Demonstrates an intense drive, a commitment to excellence and a passion to succeed. o Seizes 100% ownership of responsibilities, with zero excuses for issues within direct control. o Operates with a sense of urgency, exercises sound judgment and seeks feedback to improve performance. Genuine Connections o Projects warmth, enthusiasm and optimism that attracts and energizes others. o Builds positive, productive relationships and communicates often and openly. o Serves as a strong Cake Celebrity/Brand Ambassador in the local community. Knowledge, Skills and Abilities: • Demonstrates an unwavering guest focus and strong interpersonal skills, with the ability to engage, empower and motivate a team and communicate effectively in both oral and written form., • Has the ability to delegate tasks, communicate clear expectations, direct others work and manage performance., • Is highly organized and resourceful, can balance multiple priorities and demonstrates strong follow-up skills., • Possesses strong problem-solving skills, with the ability to accurately assess situations and identify issues, develop possible solutions and take the appropriate courses of action., • Demonstrates strong learning agility, with a passion to grow and excel. Education, Certifications and Work Experience Requirements:, • A minimum of an Associates Degree required., • 1-3 years of guest-facing experience in a retail, restaurant or food service environment, preferably in a lead role with progressive managerial responsibilities., • Must have a current ServSafe Manager Certification, • Demonstrated success creating a superior guest experience and coaching others to do the same, training new team members, directing the work of others, and achieving productivity goals., • Basic proficiency in Microsoft Word, Excel and Outlook, with comfort in learning new technologies. Work Availability: Must have the flexibility to work various shifts, including early mornings, evenings, weekends and holidays, based on changing business demands. Bakery Open: Monday Sunday

As Cash Management Services Teller, you work with your team to ensure the safe and secure preparation and processing of cash, coin, and check deposits for our Loomis customers. Duties: • Conduct deposit verification and/or change order preparation using specialized counting equipment and procedures., • Separate currency, coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination., • Prepare currency and/or coin change orders by denomination for each customer assigned. Qualifications: • Ability to read, count, add, subtract, write and record numbers., • Ability to perform simple computer data entry., • Ability to use calculator by touch. Working Conditions • Full-time schedule consists of 40 hours per week performed in 8 hour or split shifts, • Work is performed in a room or work area within a vault with little or no exposure to outside light Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: • Vacation and Sick Time (PTO) as well as Paid Holidays, • Health & Dental Insurance, • Vision Insurance, • 401(k) Plan, • Basic Life Insurance Plan, • Voluntary Life Insurance Plan, • Flexible Spending and Health Savings Account, • Dependent Care Account Loomis is an equal opportunity employer. EEO AA M/F/Vet/Disability. Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, protected veteran status or disability.

Job Description STATUS: Part-time / Non-Exempt REPORTS TO: Director, Member Service Center LOCATION: Corporate Office COMPENSATION: The starting hourly wage for this position is expected to be $21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 29.5 hours per week SCHEDULE: Shifts during the following hours of operation: Monday – Friday 11am-4pm, Saturday 8:30am – 1:30pm Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone! Position Overview The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Functions • Perform various financial transactions and inquiry requests accurately and efficiently., • Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit’s products, services and programs and the benefits they offer., • Provide members with accurate information on the credit union’s products and services in an effective and professional manner while striving for first call resolution., • Follows the defined Quality Assurance program to allow for exceptional member experience., • Meet assigned sales goals as determined by management., • Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone., • Adhere to credit union and departmental policies and procedures., • Maintain strict adherence to security protocols for identifying members., • Promote a positive and professional environment based on The Summit’s core values. Other • Update and document information learned about members., • Assist in various duties upon management’s request., • Participate in special projects as assigned by management., • Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: • Education: High School Diploma or GED equivalent, • Experience: One to two years’ prior teller, call center or member/customer experience preferred, • Sales experience preferred., • Knowledge of Microsoft Windows and Microsoft Office Suite., • Capable of advancing to a MSCR II position, as it becomes available, within one year of employment. Skills/Abilities/Knowledge • Strong critical thinking skills, • Strong math and keyboarding skills., • Ability to listen and communicate effectively., • Ability to read, comprehend and explain transaction history and account activity., • Excellent interpersonal skills to create a positive member experience., • Strong attention to detail and excellent organizational skills., • Microsoft Office Suite, particularly: Outlook, Word, and Excel, • Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines) Licensure Requirements • Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds), • Standing/Sitting extended periods of time, while working in front of computer monitor, • Typing / Data Entry, • Professional Office Environment, • Overhead Lighting EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Job Description STATUS: Full time / Non-Exempt REPORTS TO: Director, Member Service Center LOCATION: Corporate Office, Erie Blvd Branch COMPENSATION: The starting hourly wage for this position is expected to be between $20.50 - $21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week SCHEDULE: Shifts during the following hours of operation: Monday – Friday 8:00am – 6:00pm, Saturday 8:00am – 2:00pm Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone! Position Overview The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Functions • Perform various financial transactions and inquiry requests accurately and efficiently., • Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit’s products, services and programs and the benefits they offer., • Provide members with accurate information on the credit union’s products and services in an effective and professional manner while striving for first call resolution., • Follows the defined Quality Assurance program to allow for exceptional member experience., • Meet assigned sales goals as determined by management., • Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone., • Adhere to credit union and departmental policies and procedures., • Maintain strict adherence to security protocols for identifying members., • Promote a positive and professional environment based on The Summit’s core values. Other • Update and document information learned about members., • Assist in various duties upon management’s request., • Participate in special projects as assigned by management., • Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: • Education: High School Diploma or GED equivalent, • Experience: One to two years’ prior teller, call center or member/customer experience preferred, • Sales experience preferred., • Knowledge of Microsoft Windows and Microsoft Office Suite., • Capable of advancing to a MSCR II position, as it becomes available, within one year of employment. Skills/Abilities/Knowledge • Strong critical thinking skills, • Strong math and keyboarding skills., • Ability to listen and communicate effectively., • Ability to read, comprehend and explain transaction history and account activity., • Excellent interpersonal skills to create a positive member experience., • Strong attention to detail and excellent organizational skills., • Microsoft Office Suite, particularly: Outlook, Word, and Excel, • Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines), • Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software. Licensure Requirements • Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds), • Standing/Sitting extended periods of time, while working in front of computer monitor, • Typing / Data Entry, • Professional Office Environment, • Overhead Lighting EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Job Description Controller (Professional Services industry experience required) Summary: Insero Talent Solutions is recruiting a hands-on, strategic Controller to lead the accounting and financial reporting functions during a period of rapid growth for a professional services company. This role is ideal for a finance leader who thrives in a dynamic, entrepreneurial professional services environment and is comfortable balancing day-to-day execution with building scalable processes and controls. The Controller will oversee core accounting operations, ensure timely and accurate financial reporting, and serve as a key partner to company leadership on financial management, compliance, and growth initiatives. There is a team of 2 others in the Finance department who would report to this person. This role requires both strong technical expertise and a roll-up-your-sleeves mindset. Key Objectives: • Oversee company's accounting/billing department in connection with work-in-process, collection of receivables and the timeliness of financial reporting package., • Embraces innovation and change, challenging ways of doing things and pro-actively seeking ways to improve personally, the team and our firm processes., • Prepare monthly, quarterly, and annual financial budgets/forecasts, as well as the comparison reports to actual results., • Development and maintenance of monthly revenue activity schedules for use in maintaining the status of firm., • Present monthly financial reports to management, as well as ad hoc reports as needed., • Manage accounts payable, purchase orders, accounts receivable processes and reporting, and multi-state payroll processing/administration., • Manage and report on cash flow, maintain all bank accounts, process monthly bank recs., • Oversite of firm's 401(k) plan, annual 401(k) plan audit, YE compliance testing and prepare all renewal applications for firm corporate insurances., • Improve, monitor, and update internal accounting policies., • Participate in strategic planning including implementation, monitoring/reporting results on short-term and long-term business objectives including results related to the company's growth model., • Work with operations to plan meetings with partners discussing time, billing, collection, projections, and analyze client realization., • Interaction with various banks and other professional providers., • Prepare all workpapers for tax return (all entities) and assist with tax return., • Annual preparation of 1099s., • Annual Section 125 testing. Requirements: • Accounting experience in a professional services company/firm (legal, accounting, consulting, engineering or similar) is required., • Minimum 8 years' experience in accounting (at least 4 as a Controller or similar management role), • Bachelor's degree in accounting, finance, or business, CPA preferred but not required., • Understanding of WIP, hourly billing and realization., • Solid management/supervisory experience, • Experience with QuickBooks is required, experience with WIP/time reporting/billing software package(s) is a plus, • Hands-on experience with month close, year-end, general ledger, accounts payable, and accounts receivable functions, • Detail-oriented and organized, • Excellent communication skills and the ability to work in a dynamic and diverse team environment, • Results-orientated focus, ability to embrace and lead change and think strategically, multi-tasking, strong sense of urgency, and excellent problem-solving skills, • Hands-on, detail-oriented leader who can balance execution with strategic thinking, • Strong communicator who can translate financial information into actionable insights, • Organized, proactive, and adaptable in an evolving business environment, • Opportunity to play a critical role in shaping the finance function of a growing company, • High visibility and partnership with company leaders Salary ranges from $100,000 - $135,000, based upon background and experience.

Job Description Mortgage Loan Originator Canandaigua National Bank Location: Pittsford, NY What does a Mortgage Loan Originator do? Responsible for continuously soliciting, negotiating, underwriting, and coordinating the closing of residential mortgage loans in compliance with the Canandaigua Mortgage Company’s lending policies and procedures; promoting business for the Canandaigua Mortgage Company by maintaining good customer relations through referrals from existing customers and marketing for new clients; assisting in attaining established corporate, region and branch goals through active participation in new and existing products and sales programs; coordinating work within the division, as well as with other divisions and departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. What is needed to be successful in this role? • A bachelor’s degree in business or finance related field, or equivalent combination of education and experience generally required;, • A minimum of two (2) years’ experience in related position required;, • Knowledge of all lending activities and terminology;, • basic knowledge of commercial, construction, real estate, and consumer loan processing; Continuously solicits, negotiates, underwrites, and coordinates the closing of residential mortgage loans in compliance with CNB Mortgage Company’s lending policies and procedures as follows: • Engages in business development activities and solicitation of new business; actively involved in instilling and maintaining a positive sales environment through education of CNB Mortgage Company’s products and services., • Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information., • Performs prequalification assessment and analysis of financial condition and risk of financing requests within framework of CNB Mortgage Company’s guidelines and industry trends., • Gathers and analyzes all information necessary to present a loan request for approval; meets with existing or potential customers; negotiates loan terms and conditions; pre-approves loans through Automated Underwriting Systems., • Ensures loans are processed according to agreement, customer needs and conform to CNB Mortgage Company lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her book of business., • Ensures that credit inquiries are researched to determine credit worthiness and appropriate collateral positioning are achieved., • Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees. Our culture nurtures passionate employees and offers great rewards including: • Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners., • Paid holidays, vacation, and sick time., • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP)., • Training & development opportunities., • Tuition assistance., • Community focused volunteer opportunities., • Award winning wellness program that promotes a solid work/life balance. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation While this position is commission based, the compensation for this position is $16.00 per hour. Individuals in this role have historically earned between $100,000 - $175,000 per year, based on performance and productivity against commission plan parameters. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Job DescriptionDescription: Description Half time In corporate office half time at Daniel’s Creek and Larkin Creek apartment communities Primary Purpose: The Administrative Assistant & Leasing Agent will provide comprehensive organizational support to the DiMarco Group of Companies, working half-time at the Baldwin Corporate Office and half-time at the Daniels Creek and Larkin Creek properties. This role combines administrative tasks with leasing agent responsibilities to ensure efficient operations and outstanding customer service. Duties and Responsibilities: Administrative Support (Corporate Office): • Assist with preparing correspondence and reports as requested by functional departments., • Maintain an organized filing system and retrieve information as needed; prepare files for logging into the file inventory system., • Ensure cleanliness and upkeep of common areas, including the kitchen and conference rooms., • Provide snacks for the reception area and executive conference room.• Keep copiers and printers stocked with paper daily., • Input and manage company contacts, photos, and calendar items., • Draft written responses or replies by phone or email as required, • Sort and distribute company mail and ensure timely pickups from various departments., • Maintain inventory of supplies and order as necessary., • Track charitable contributions and sponsorships; process related documentation., • Plan and execute special events as requested by owners and senior management., • Support the Community Manager with leasing, administrative, and operational tasks., • Facilitate a consistent customer experience on-site and contribute to quality operations., • Assist with incoming leasing inquiries, including answering calls and showing apartments., • Process lease applications, conduct credit checks, employment verifications, and background checks, • Track leasing information and input data into the software reporting system., • Prepare lease and move-in packets, and schedule lease signings as necessary., • Ensure utility services are transferred for new residents by following up with utility companies., • Assist with move-ins, move-outs, and property inspections as required.• Receive and post rental payments, and prepare bank deposits accurately., • Maintain and deliver delinquency reports and late notices in a timely manner., • Take and follow up on resident work orders, tracking and logging completed tasks., • Assist in processing invoices when necessary, including documentation and filing., • Prepare lease renewals for distribution and follow up with residents regarding lease end dates., • Coordinate community social events and assist in the execution of activities., • Associate’s Degree is preferred along with three to five years of experience in administrative support and or Leasing Agent roles., • Strong decision-making and judgment skills., • High level of professionalism and ability to develop strong relationships within a team environment., • Excellent organizational skills with the capacity to prioritize multiple tasks effectively., • Strong customer service and communication skills, both written and verbal. This dual role combines the need for strong administrative capabilities with community engagement responsibilities to support our goals of excellence and service quality. Requirements:

Job DescriptionDescription: Job Objective: To serve as a welcoming first point of contact within the Finance Department while supporting the fiscal integrity of Roberts Wesleyan University. This position maintains the daily financial flow of the University by providing precise cash handling and timely transaction recording, thus providing students (student accounts) and staff (departmental accounts) with helpful, transparent assistance. Job Responsibilities: • Provide customer service to students, faculty and staff when they need assistance at the Cashier’s window during open hours, • Process cashier vouchers (blue slips) and cash advance requests in accordance with established policies, • Receive and process payments (cash and electronic) on student accounts, • Receive and process deposits (cash and electronic) from internal/external departments, • Prepare monthly cash bank deposit(s), • Support Advancement Office for posting of donor contributions to the general ledger, • Serve as the corporate purchase card administrator, • Oversee and coordinate all corporate purchase card activity and accounting, including expense allocations, and collection, organization and filing of receipts, • Organize and disseminate Finance Department mail, • Serve as a team player and foster a team environment, • Provide support documentation for annual audits of RWU and related entities as needed, • Perform other duties as assigned to support the Controller, Executive Director of Finance and Finance Department Part time 20 Hours/weekThe approved rate of pay is $18.25 - $19.25/hrRequirements: Required: • Associate’s degree in Accounting, Business Administration, Finance, or related field or equivalent combination of education and relevant experience, • Minimum of 1–3 years of experience in cashiering, accounts receivable, bookkeeping, banking, or related financial operations, • Experience handling cash and electronic payments with demonstrated accuracy, • Prior experience in higher education finance or student accounts, • Experience with accounting or ERP systems (e.g., Microsoft Dynamics Great Plains, PowerCampus), • Experience administering or supporting corporate credit card programs, • Knowledge of internal controls and audit support processes, • Excel skills; familiarity with accounting systems, particularly Microsoft Dynamics Great Plains, PowerCampus, Google Mail and Google Suite Products

Job Description STATUS: Full-time / Exempt REPORTS TO: Director of Member Service Center LOCATION: Rochester, Corporate Office COMPENSATION: The starting salary for this position is expected to be between $80,000 - $85,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week, including Saturdays (as needed) SCHEDULE: Monday – Friday 8:00am – 5:00pm, Saturday 8:00am – 2:00pm Position Summary The Manager, Member Service Center reports to the Director, Member Service Center, and is responsible for overseeing and assisting in the development of the Supervisor, Team Leads, and Member Service Center Representatives. This individual is responsible for providing high level support to team leadership and staff on escalated member service issues and inquiries, and for ensuring successful achievement of department sales and member service goals. Additionally, the individual is responsible for optimizing technology to ensure operational efficiencies and supporting strategic initiatives. Performs all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Responsibilities – Responsible for the daily performance of the call center, ensuring that the team provides secure, compliant, and top-tier service for all account-related inquiries. Strategic Responsibilities: · Operational Excellence: Oversee daily workflows to ensure service level agreement (SLA’s) are met for the staff and call overflow vendor by managing staffing levels based on peak call volume trends. Monitor and provide guidance on member communications, via the Member Service mailbox, Live Engage (Chat), and social media platforms provided by the Marketing Department. · Compliance & Risk Management: Ensure 100% adherence to financial regulations and internal security protocols to protect sensitive customer data. · Performance Analytics: Analyze call data and KPIs to identify bottlenecks, reporting weekly/monthly performance trends to executive leadership. Utilize the Work Force Management system to review and approve the monthly MSC staffing schedule ensuring that it meets the staffing needs of the department. Monitor daily and respond, as needed to any unexpected volume or staffing events · Process Improvement: Partner with the Member Service Center Director, IT and Product teams to streamline the "customer journey," reducing friction in account authentication and common transaction workflows. Leadership & People Management · Culture Building: Cultivates an engaged and high-performing team environment where employees feel empowered, valued, and motivated to excel. Provides clear direction, expectations, and regular coaching to develop team capabilities and drive consistent performance. Maintain high employee morale and retention in a fast-paced environment through engagement initiatives and transparent communication. Collaborate with and be responsive to others, in daily interactions and on shared initiatives, with a focus on building respectful and professional relationships with colleagues in all areas of the credit union. · Mentorship: Directly manage and coach leadership staff to drive professional growth and high performance. Monitor service quality by resolving complex cases, focusing on Creating Member Loyalty (CML), compliance and identity verification, to optimize the member journey. · Escalation Management: Directly manage high-risk escalations and complex member grievances as the final point of contact. You will champion the recovery of member satisfaction by providing immediate, high-level conflict resolution that aligns with credit union values and preserves member retention. · Data Support: Provide daily, weekly, and month-end reports, identifying trends, providing support for service recommendations. Required Qualifications · Experience: 5+ years of experience in call center management, specifically within banking, credit unions, or fintech. · Regulatory Knowledge: Deep understanding of financial industry standards and privacy laws (e.g., Gramm-Leach-Bliley Act). · Technical Savvy: Expert-level experience with Workforce Management (WFM) tools, IVR systems, and CRM platforms (e.g., Salesforce or Genesis). In coordination with and under the direction of the Director, serve as an administrator/advanced user role for all member service-related software systems and programs. Participate in testing, provide support, and make recommendations on new technology, as necessary. · Education: Bachelor’s degree in finance, Business Administration, or related field. Key Performance Indicators (KPIs) The success of this role is measured by: · Service Level: % of calls answered within X seconds. Monitor and assess key performance indicators and relevant departmental statistics (such as Chat, call volume, MSC email, member experience (XP) responses, abandonment rates, schedule adherence, branch support, and quality service) to Director, as well as to Senior Leaders · Net Promoter Score (NPS): Overall customer loyalty and satisfaction. Employ Creating Member Loyalty, service standards and Member Engagement tools to ensure high employee performance and extraordinary member experience. · Cost Per Contact: Balancing high-quality service with operational budget constraints. · Attrition Rate: Keeping agent turnover below industry benchmarks. Other Responsibilities · Complete requests and projects on a timely basis, as assigned. · Serve as a backup call representative during peak times. · Perform duties of Member Service Center staff member as needed. · Perform other various duties as assigned. Qualifications and Skills Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience: · Education: Bachelors’ degree in a related field · At least 5 to 7 years’ professional experience, with at least 3 - 5 years in management/leadership position, preferably in a busy call center and/or high performing financial institution. Likewise, 3-5 years prior sales and service experience focused on creating positive member/customer experiences, strongly preferred. Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies) · Excellent verbal and written communication skills, specifically, exhibiting a calm and reassuring demeanor to staff and members. · Proven ability to motivate, train/develop employees and inspire a team working environment. · Must possess aptitude for providing high level member service and problem resolution. · Strong interpersonal, analytical, and organizational skills. · Strong critical problem-solving skills. · Ability to handle confidential/sensitive situations in a professional manner. · Ability to manage and prioritize multi-functional tasks. · Advanced knowledge of Microsoft Windows and Office Suite, including Word, Excel, Outlook, & Power Point. Physical Requirements · Lifting (5-10 pounds) · Standing/Sitting extended periods of time, while working in front of computer monitor · Typing / Data Entry · Professional Office Environment · Overhead Lighting Training and Compliance Requirements · Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines. Licensure Requirements · In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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 Treasury Management Implementation and Support Specialist is responsible for the following functions: Implementation and seamless onboarding and ongoing technical support of Treasury Management products for commercial clients ensuring that financial tools, such as internet and mobile banking, ACH, Remote Deposit Capture, Positive Pay, etc. are configured correctly to meet the client's specific business needs. Customer service for Treasury Management clients. Responsible for training and working with branch network to ensure they are trained and solving customer problems. Collaborate with customers, branches, bankers, and other key stakeholders as needed. Essential Functions and Job Responsibilities • Product Onboarding: Lead the end-to-end setup of Treasury Management services (Wire Transfers, Sweeps, and Online Banking portals, etc.)., • Technical Support: Lead technical support for clients, assisting them with browser configurations, security tokens, file formatting requirements and use of the products., • Quality Assurance: Lead training with clients to ensure they understand how to make the best use of the products and comply with the products’ security protocols., • Problem Resolution: Support for complex service issues that general customer service cannot resolve., • Risk Management: Ensure all client setups adhere to regulatory requirements (BSA/AML) and internal risk policies to prevent fraud., • Product Expertise: Deep understanding of commercial banking products (ACH, Positive Pay, Lockbox, etc.)., • Provide solutions: Capable of explaining technical workflows to business., • Project Management: Ability to manage 10–15 active implementations at different stages of the lifecycle. Required Education and Experience • Bachelor’s degree in business, Finance, Economics, or a related field preferred., • Professional certification preferred (or will attain within 18 months of start date), • Minimum 5 years of experience in treasury management implementation., • Attention to detail: High accuracy in implementing products and system configuration., • Strong interpersonal and communication skills., • Ability to work independently and as part of a team in a fast-paced environment., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Primarily office-based in Rochester NY office., • Travel for business development and client meetings. 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 The salary range for this position is $75,000 – 95,000 annually. Actual pay is based on various factors including but not limited to relevant skills, experience, training, and education. EEO The Upstate National 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.

Job Description Job Overview We are seeking a detail-oriented and organized Bookkeeper / Administrative Assistant to join our team. This role involves managing financial records, performing bookkeeping tasks, and providing administrative support to ensure the smooth operation of our organization. The ideal candidate will have a solid understanding of accounting principles, proficiency with various accounting software, and experience handling both financial and administrative duties in a professional environment. Duties • Maintain company’s financial records by recording transactions, reconciling accounts, managing invoices and payments, and processing payroll., • Prepares domestic and international wire transfer to company vendors., • Assist tax accountants by preparing required financial information., • Complete NYS sales tax and Form 5500., • Serve as internal resources for staff on company procedures., • Administers the company’s 401K plan., • Administers the company’s HR programs., • Performs onboarding for new hires., • Conducts accounts receivable follow-up with clients to ensure timely payment of invoices., • Proven experience in bookkeeping or accounting roles with familiarity in corporate accounting environments, • Proficiency with Intuit QuickBooks, • Strong understanding of GAAP principles, double entry bookkeeping, account reconciliation, and general ledger accounting, • Experience handling accounts payable/receivable, bank reconciliations, payroll processing, and tax-related tasks, • Knowledge of financial concepts including budget management and financial analysis is preferred, • Excellent organizational skills with the ability to manage multiple priorities efficiently

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The FIU BSA Intern will perform a variety of duties related to the operations of the Financial Intelligence Unit (FIU) including: • Review and investigate transaction monitoring alerts generated by the Bank’s financial intelligence systems, including the anti-money laundering (AML) management system, and other fraud and suspicious activity monitoring systems and reports., • Ensure that adequate case records are maintained according to regulatory requirements and bank policy., • Assist in the testing of the Bank’s FIU systems as well as the assessment of the performance of those systems., • Work with business lines and departments as needed., • Perform other duties in the FIU as assigned., • Keep the BSA Officer, Assistant BSA Officer, Assistant Corporate Security Officer and FIU Team Leader apprised of situations that impact the effectiveness of the FIU., • As an integral member of the Financial Intelligence Unit (FIU), this position is also responsible to provide assistance wherever necessary to help the FIU and the Bank in achieving their annual goals. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. Qualifications • Current college student pursuing a degree in Business, Economic Crime Investigations, Criminal Justice, Economics, or Mathematics is preferred., • Minimum GPA requirement of 3.0., • Alternate backgrounds may be acceptable with an appropriate background of experience, training, or education., • Proficient reading, writing, grammar and mathematics skills., • Proficient interpersonal and strong written and verbal communicative skills., • Willingness to travel., • PC knowledge and aptitude., • All applicants must be 18 years of age or older.

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