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Job Description We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today! Compensation: $75,000 - $90,000 Responsibilities: • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service, • Screen and make calls, book appointments and provide administrative support as needed, • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed, • Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork, • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator Qualifications: • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred, • Excellent customer service and communication skills and willing to go above and beyond for customers and team, • NMLS license or training is not required, but is desired, • High school diploma or equivalent required. College degree in finance or banking preferred, • Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. Encompass Income Calculation About Company CCM is America’s #1 Retail Mortgage Lender. We have more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C., and Puerto Rico. In 2025, our team closed over 131,000 home purchases — making 1 in 35 homes a CCM home. Our company has been recognized 10 times on the Inc. 5000 list of America’s fastest-growing private businesses, received many awards for our standout culture, and been named the nation’s top retail lender by Scotsman Guide and Mortgage Executive Magazine. We offer more than 120 purchase, refinance, and home equity solutions — ranging from conventional and jumbo mortgages to government-insured programs from FHA and programs for Veterans and rural homebuyers — and we are a direct lender and approved seller and servicer by Freddie Mac, Fannie Mae, and Ginnie Mae. Through our dedication to getting it done, we make every mortgage feel like a win.

Job DescriptionDescription: The Vice President (VP), Banking Compliance is a senior leadership role responsible for overseeing and enhancing the Bank’s Compliance Management System (CMS) and compliance operations across deposit operations, commercial and consumer banking, and lending activities. This role serves as a subject matter expert in bank regulatory compliance with a strong focus on Deposit and Lending compliance, HMDA, CRA, and Fair Lending, ensuring adherence to applicable federal and state laws and regulations, including OCC supervisory expectations. The VP will partner closely with business line leadership, risk management, and audit functions to ensure effective compliance oversight and approvals across the full lifecycle of banking products—from account opening and client onboarding to lending and loan lifecycles, including disclosures, customer communications, and regulatory reporting and analysis. The role plays a critical part in managing compliance risk, supporting regulatory expectations, and promoting a strong culture of compliance across the organization. About Servbank: Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Duties and Responsibilities: Regulatory Compliance Oversight • Lead second-line oversight of compliance across deposit operations, consumer and commercial banking, and lending activities., • Ensure adherence to key regulations including HMDA, CRA, ECOA/Reg B (Fair Lending), TILA, RESPA, UDAAP, TISA, EFTA, and applicable OCC guidance., • Review and approve customer disclosures and notices, including account opening, maintenance, product changes, and fee schedules., • Oversee development, implementation, and maintenance of compliance policies, procedures, and controls across business lines., • Provide expert guidance on regulatory interpretation, applicability, and implementation., • Prepare executive-level reporting for senior management, Risk Committee, and the Board on compliance trends and risks., • Maintain strong relationships with internal audit, legal, and business partners. HMDA, CRA, and Fair Lending Leadership • The ideal candidate will serve as the Bank’s HMDA and CRA Officer and will lead the Bank’s HMDA and CRA Task Forces., • Oversee HMDA data integrity, reporting, and governance, including data validation, scrubbing, and annual LAR submissions., • Lead CRA program oversight, including performance monitoring, assessment area analysis, and regulatory exam readiness., • Direct Fair Lending program activities, including risk assessments, statistical analysis, and monitoring for disparate treatment or impact., • Review findings, root cause analysis, and corrective action plans; ensure timely escalation of material issues., • Partner with internal stakeholders to identify and remediate potential compliance risks. Deposit Operations and Disclosures Expertise • Provide oversight of compliance risks related to deposit products, account servicing, and customer disclosures., • Ensure compliance with regulatory disclosure requirements and customer communications (e.g., Reg DD, Reg E)., • Collaborate with operations and product teams to ensure compliant product design and lifecycle management., • Provide advisory support on new product development, system implementations, and strategic initiatives., • Ensure timely incorporation of regulatory changes into policies, procedures, and controls., • Promote a proactive, risk-aware culture aligned with the Bank’s compliance and risk appetite.Requirements:, • 5+ years of progressive experience in banking compliance, risk management, or audit., • Demonstrated expertise in HMDA, CRA, and Fair Lending, including program management and reporting., • Strong experience supporting deposit operations, disclosures, commercial and consumer lending compliance., • Experience interacting with regulators (OCC, FDIC, CFPB or Federal Reserve)., • Professional certification such as CRCM (Certified Regulatory Compliance Manager) preferred, but not required. Technical Knowledge Deep understanding of: • Consumer protection regulations (ECOA, TILA, RESPA, UDAAP, Reg DD, Reg E, etc.), • HMDA data collection, validation, and reporting requirements, • CRA performance standards and evaluation criteria, • Fair Lending analytics and risk assessment methodologies, • Familiarity with compliance systems, data analytics tools, and reporting platforms. Leadership Skills • Proven ability to lead cross-functional initiatives and influence senior stakeholders., • Strong analytical, problem-solving, and decision-making skills., • Excellent written and verbal communication skills, including executive-level reporting. Preferred Attributes • Experience in a growth-oriented bank ($1B–$10B range) with evolving regulatory expectations., • Ability to build and enhance compliance programs in a dynamic environment. Strong balance of strategic oversight and hands-on execution. Work Location Requirement: This position is designated as remote; however, if you reside within a 50-mile radius of one of our office locations, the role will be considered in-office and not eligible for remote work. EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionDescription: The Deposit Operations Specialist is responsible for the accurate and timely processing of deposit operations transactions, with a primary focus on wire transfers, ACH activity, and check processing. This role supports daily operational functions, performs fraud review and investigation, resolves exceptions, and helps ensure compliance with internal procedures, regulatory requirements, and service level expectations. About Servbank Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Key Responsibilities: · Responsible for item processing, including incoming and outgoing wire transfers, ACH transactions, and check-related items accurately and within established deadlines. · Review transactions for completeness, proper authorization, compliance with internal controls, and adherence to applicable banking regulations and operating procedures. · Perform daily item processing activities, including exception handling, returns, adjustments, research, and balancing for wires, ACH, and check transactions. · Conduct fraud review on deposit operations activity by monitoring suspicious transactions, identifying unusual patterns, and escalating concerns in accordance with bank policy. · Investigate potential fraud cases involving wires, ACH, checks, and related deposit transactions; document findings, coordinate follow-up, and support loss mitigation efforts. · Research and resolve transaction discrepancies, customer inquiries, and operational issues in a timely and professional manner. · Perform servicing and maintenance activities for deposit accounts and related services, including updates, changes, corrections, and routine account maintenance requests in accordance with established procedures. · Maintain accurate records, audit trails, and supporting documentation for transaction processing, investigations, and exception resolution. · Partner with internal departments, including fraud, risk, compliance, treasury management, retail operations, and customer support, to resolve issues and improve processes. · Assist with report monitoring, daily reconciliations, and control reviews to ensure operational accuracy and completeness. · Support procedure updates, testing, and process improvement initiatives related to deposit operations and fraud mitigation. · Stay current on applicable regulations, payment rules, and internal policies related to wires, ACH, check processing, and fraud prevention. · Perform other duties as assigned to support departmental and organizational objectives. Requirements: · High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred. · Experience in deposit operations, treasury operations, bank operations, or a related financial services role preferred. · Working knowledge of wire processing, ACH rules, check processing, exception handling, and general deposit operations procedures. · Experience with fraud review, transaction monitoring, investigations, or operational risk controls is preferred. · Understanding of applicable regulations and industry guidance, including NACHA rules, Regulation CC, Regulation E, and bank security procedures. · Proficiency in core banking systems and Microsoft Office applications. Knowledge and Skills: · Strong attention to detail and accuracy · Analytical thinking and problem-solving skills · Ability to manage sensitive information with discretion · Strong organizational and time management skills · Effective written and verbal communication · Ability to work independently and collaboratively in a fast-paced environment · Commitment to compliance, risk awareness, and operational excellence EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionAt Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, lifestyle spending accounts, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-selling within retail banking. Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction.Key Responsibilities:Deliver exceptional service to all current and prospective members.Educate members on Credit Union products, services, and benefits while identifying cross-sell opportunities.Resolve member requests, complaints, and issues in a timely and effective manner.Build and deepen relationships with members, generating referral opportunities.Accurately and efficiently process transactions while maintaining member confidentiality.Perform member research and outreach for sales and service purposes, ensuring follow-up for a positive experience.Complete new member onboarding and assist with account maintenance and fraud claims.Handle daily Personal Banker tasks, including wire transfers, account changes, and check processing.Support inbound call centers, digital banking services, and travel to branches as needed.Meet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations.Essential Qualifications:Qualified candidates will have a high school diploma or equivalency certification. Two (2) years of customer service, preferably in a banking environment. Supervisory and cash handling experience preferred. Notary License required or to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Bilingual preferred.Clear and articulate communication, both orally and in writing.Proficient in customer service and handling confidential information with discretion.Ability to work effectively with direct supervision and support branch goals.Intermediate mathematical skills with knowledge of loan processing procedures.Familiarity with credit union products, services, policies, and regulations.Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others.Working Conditions:Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.Occasionally required to lift over 45 lbs., such as supply boxes.Occasionally works unusual hours, including Credit Union Days and call nights.Must be available to work a flexible schedule, including Saturdays.Occasionally required to travel up to 50 miles for business needs.Apply today and embark on a rewarding career and start empowering your possible!Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications. Job Posted by ApplicantPro

Job Description At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within the retail banking environment. In addition to identifying referral opportunities for services such as consumer lending, commercial lending, mortgage lending, and wealth management, this position includes a supervisory component. You will work closely with the Assistant Branch Manager to oversee daily branch operations, ensuring smooth workflows and operational efficiency. Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability. Success in this role requires a customer-centric approach and the ability to balance service, sales, and compliance priorities effectively. Key Responsibilities: • Provide exceptional member experiences to both current and prospective Suffolk Credit Union members., • Build and maintain relationships through acquisition, retention, and cross-selling opportunities within retail banking., • Identify and refer opportunities for lending, wealth management, and other services to meet members' financial needs., • Collaborate with cross-functional teams to achieve departmental and Credit Union goals., • Ensure accuracy, efficiency, and confidentiality in all transactions and tasks., • Proactively engage with members through research and outreach for sales and service opportunities., • Perform daily Personal Banker responsibilities, including account maintenance, lending processes, and cash handling., • Balance member service, sales objectives, and compliance with Credit Union policies and state/federal regulations., • Support the Credit Union's growth through community involvement, business development efforts, and branch activities., • Achieve monthly loan goals ethically, ensuring compliance with all regulations while contributing to overall branch success. Essential Qualifications: Qualified candidates will have a high school diploma or equivalency certification. At a minimum, 3 years of customer service, preferably in a banking environment. Cash handling preferred, supervisory experience required. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Bilingual preferred. • Strong interpersonal skills with the ability to empathize and build rapport., • Clear and articulate communication, both orally and in writing., • Proficient in customer service and handling confidential information with discretion., • Ability to work effectively with direct supervision and support branch goals., • Intermediate mathematical skills with knowledge of loan processing procedures., • Familiarity with credit union products, services, policies, and regulations., • Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others. Working Conditions: • Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information., • Occasionally required to lift over 45 lbs., such as supply boxes., • Occasionally works unusual hours, including Credit Union Days and call nights., • Must be available to work a flexible schedule, including Saturdays., • Occasionally required to travel up to 50 miles for business needs. Apply today and embark on a rewarding career and start empowering your possible! Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws. The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications. Job Posted by ApplicantPro

About Our Company We're a physician-led, patient-centric network committed to simplifying health care and bringing a more connected kind of care. Our primary, multispecialty, and urgent care providers serve millions of patients in traditional practices, patients' homes and virtually through VillageMD and our operating companies Village Medical, Village Medical at Home, Summit Health, CityMD, and Starling Physicians. When you join our team, you become part of a compassionate community of people who work hard every day to make health care better for all. We are innovating value-based care and leveraging integrated applications, population insights and staffing expertise to ensure all patients have access to high-quality, connected care services that provide better outcomes at a reduced total cost of care. Please Note: We will only contact candidates regarding your applications from one of the following domains: @summithealth.com, @citymd.net, @villagemd.com, @villagemedical.com, @westmedgroup.com, @starlingphysicians.com, or @bmctotalcare.com. Job Description The Scribe Tech is responsible for: • Capturing accurate and detailed documentation of the patient visit into the EMR in a timely manner., • Assisting the physician with basic patient care and medical procedures., • Assisting site management with directing patient flow, inventory, and following up on labs., • Ensuring site lab compliance with Department of Health (DOH) Regulations., • Provide unparalleled customer service to our patients, adhering to established protocols and work processes, and successfully managing volume without ever compromising quality. *This is a great opportunity for those interested in CNA, MA, EMT, or Paramedic careers • Great exposure to the healthcare profession (excellent resume builder for medical school, PA school, nursing school) Essential Functions/Responsibilities: The essential functions of a Scribe Tech are: • Assisting the physician with basic patient care and medical procedures, which may include but is not limited to phlebotomy, Urine Drug Screens, lab processing, fit testing, rapid point of care testing, UA, EKG, procedure set ups, etc., • Ensuring Department of Health (DOH) compliance of site lab and exam rooms which may include but is not limited to logbook maintenance, checking for expired medications and supplies, proper handling of specimens etc., • Escort patients to exam rooms, x-rays or other facilities on site as needed., • Ability to maintain quick pace in fast paced urgent care facility for the duration of scheduled shift (8-12 hours except for meals/break time)., • Facilitating any necessary diagnostic tests (e.g., CT, MRI, ultrasounds, etc.) and referrals to medical specialists for follow-up care via Aftercare, • Communicating with patients, pharmacies, and physicians over the phone under physician guidance., • Helping maintain a clean, courteous, and professional working environment., • Ensuring the site is fully stocked with supplies., • Providing compassionate care to our patients. Qualifications A candidate's qualifications will include: • High School Degree or GED, Undergraduate degree a plus, • Graduation from an accredited Medical Assisting program and/or phlebotomy certifications a plus, but not required. Training will be provided., • Friendly and professional with excellent bedside manner., • Flexible with full-time work schedule including a weekend day., • Excellent verbal, written, and interpersonal skills., • English language (speaking and writing) skills required, • High attention to detail., • Must exhibit passion for outstanding results and compassion for those we work with and serve., • Team player., • Knowledge of third-party payor requirements preferred., • Strong aptitude for detail, and ability to work independently, required., • Strong organizational, problem solving, communication and interpersonal skills required., • Computer Proficiency, • Happy and positive thinking, able to project this attitude around others., • Flexible & adaptable nature to work in a continuously evolving environment., • Passion for helping others in an urgent care environment., • Bilingual language skills required or preferred based on-site location., • Basic Life Support (BLS) certification required at time of hire. Physical requirements The job may require at times to lift light to moderate amounts of weight (e.g., boxes of medical/facility supplies) to assist team members. Job also requires the ability to maintain a quick pace in fast paced urgent care medical facility for the duration of scheduled shift minus meal/break time. #INDScribe Pay Rate: $20.58 per hour The provided compensation amount is based on industry standards and salary determinations will be made based on numerous factors including but not limited to years of experience and location of position. About Our Commitment Total Rewards at VillageMD Our team members are essential to our mission to reshape healthcare through the power of connection. VillageMD highly values the critical role that health and wellness play in the lives of our team members and their families. Participation in VillageMD's benefit platform includes Medical, Dental, Life, Disability, Vision, FSA coverages and a 401k savings plan. Equal Opportunity Employer Our Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to, and does not discriminate on the basis of, race, color, religion, creed, gender/sex, sexual orientation, gender identity and expression (including transgender status), national origin, ancestry, citizenship status, age, disability, genetic information, marital status, pregnancy, military status, veteran status, or any other characteristic protected by applicable federal, state, and local laws. Safety Disclaimer Our Company cares about the safety of our employees and applicants. Our Company does not use chat rooms for job searches or communications. Our Company will never request personal information via informal chat platforms or unsecure email. Our Company will never ask for money or an exchange of money, banking or other personal information prior to the in-person interview. Be aware of potential scams while job seeking. Interviews are conducted at select Our Company locations during regular business hours only. For information on job scams, visit, https://www.consumer.ftc.gov/JobScams or file a complaint at https://www.ftccomplaintassistant.gov/.

Job DescriptionSUMMARY: The Manager, Contact Center is responsible for the strategic leadership, daily management, and continuous improvement of Island Federal Credit Union's Contact Center. This position oversees all aspects of Member interactions across phone, email, chat, video, secure messaging, and emerging digital channels while ensuring an exceptional Member experience, operational excellence, regulatory compliance, and achievement of departmental goals. The ideal candidate is a seasoned Contact Center leader with extensive experience managing high-volume service environments, developing high-performing teams, utilizing data and analytics to drive performance, and implementing best practices that improve service levels, first-contact resolution, Member satisfaction, and operational efficiency. This individual must be a hands-on leader, capable of coaching staff, resolving complex Member issues, and serving as the organization’s subject matter expert on contact center operations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Leadership Qualifications: • Proven ability to build, develop, and lead a high-performing Contact Center Team., • Extensive experience coaching managers, supervisors, and Contact Center Team members., • Demonstrated ability to improve Team member engagement, productivity, quality scores, and Member satisfaction results., • Strong business acumen with the ability to analyze trends, identify opportunities, and implement solutions., • Experience leading organizational change and technology implementations. Technical Expertise: • Expert knowledge of Contact Center operations, workforce management, service level management, quality assurance programs, coaching methodologies, and performance analytics., • Extensive experience utilizing Contact Center technologies including:, • Call routing systems, • Automatic Call Distribution (ACD), • Interactive Voice Response (IVR), • Quality Monitoring systems, • CRM platforms, • Contact Center analytics and reporting tools, • Strong understanding of digital banking platforms and Member self-service technologies., • Advanced proficiency with Microsoft 365, Excel, reporting tools, and dashboard development. Industry Knowledge: • Strong understanding of financial institution operations, products, services, and Member relationship management., • Working knowledge of Credit Union regulations such as BSA/AML, OFAC, UDAAP, privacy regulations and information security standards, • Ability to effectively manage risk while maintaining exceptional Member experience. Additional Duties and Responsibilities: • Achieve first-call resolution by effectively addressing Member/customer inquiries and resolving issues during the initial interaction whenever possible., • Successfully transform or significantly improve Contact Center performance., • Use data and analytics to make operational decisions., • Create a culture of accountability, service excellence, and continuous improvement., • Understand both the service and sales components of a Contact Center., • Effectively balance Member experience, operational efficiency, risk management, and employee engagement., • Develop future leaders and builds strong succession plans., • Serve as a trusted advisor to senior management on Contact Center strategies and trends., • Stay current on emerging Contact Center technologies, artificial intelligence, automation, and Member experience best practices., • Develop, manage and maintain departmental budgets, ensuring effective allocation of resources, fiscal accountability, and alignment with organizational objectives, • Perform additional duties as assigned REQUIREMENTS: • Bachelors degree or equivalent combination of education and experience, • Must have 3 – 5 years of prior contact center experience, preferably in a Credit Union environment, • 3-5 years of supervisory experience, • Certified Contact Center Manager (CCCM), preferred, • Experience with call center software, preferably Beacon/Elevate, • Project Management experience, preferred COMPETENCIES: • Excellent written and oral communication skills., • Excellent organizational skills., • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to work independently of supervision.

The Premier Banker is an experienced banker, servicing as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role is to grow, deepen, and retain client relationships by delivering TD's model of convenience, sales, and advice, and differentiating with a personalized, connected experience. Premier Bankers play a critical role in delivering TD's mass affluent premier value, building lasting relationships and providing legendary service to a valued set of clients. Depth & Scope: • Works in a bank location and will be accountable to grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach, • Demonstrates proficiency and in-depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and to act as an experienced liaison with internal partners in small business, wealth, commercial and lending, • Acquires, retains and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting, • Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners, • Delivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate, • Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements, • Engages in conversations with clients about loan products; facilitates the application intake. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry), • Establishes and maintains strong working relationships with partners via ongoing meetings and collaboration to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc., • Partners regularly with the Wealth Financial Advisor including warm referrals and joint pipeline and joint pipeline review meetings to prepare for future client interactions., • Provides ongoing coaching and ongoing feedback to bank staff on effective methods to articulate the program's value and make Premier referrals for mass affluent clients, • Responsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's client Identification Program (CIP) by collecting and verifying required customer identification information and performing other client Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Education & Experience: • HS Diploma or GED (required), • Bachelor's / University degree or equivalent experience preferred, • 2+ years financial / banking experience, • Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred, • Life & Health license preferred, • Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients, • Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire, • Consultative sales experience required Customer Accountabilities: • Delivers the TD Premier program to eligible Clients, • Knowledgeable in products and services to be able act as an educator and advisor to clients, • Requires established client service skills to perform a broad range of both routine and multi-step Customer transactions, • Establishes and nurtures client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, actively listening to client needs and offering advice based solutions or partner referrals., • Utilizes client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice, • Understands client's banking preferences with banking and educates clients & non- clients on current promotions and campaigns as well as tools and resources to make banking easier for the client, • Understands and supports the Bank's Customer Service Strategy, • Delivers client end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations, • Considers the impact of decisions on the well-being of TD, its clients, and stakeholders, • Provides the highest level of client service when dealing with internal partners or vendors, • Works as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed Shareholder Accountabilities: • Contributes to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations; fully understanding accountability in driving an operationally sound location, • Ensures documentation that is prepared / completed is accurate and properly reflects client/ business intentions and is consistent with relevant rules / regulations, • Applies Compliance policies and regulations to all transactions to ensure integrity of proper compliance with all documentation that operational requirements are followed and that the appropriate documentation is recorded, • Engages in conversations with clients regarding loan applications, prepares documents, and conducts loan closings, • Meets individual / Store performance metrics Employee/Team Accountabilities: • Contributes to a positive work environment by aligning to TD Model, Brand, and Culture by participating fully as a member of the team, • Is an active participant in personal performance and development activities, • Acts as a brand champion both internally and externally, • Collaborates with team members in contributing to the success of the team and organization, • Partners as a team player, • Strong relationship building and selling skills, • Detail oriented, well organized, self-starter with high energy level, • Actively seeks opportunities to improve delivery of work with high attention to quality standards, • Actively takes ownership of own career and aspirations; seeks out diverse feedback to continuously develop and enhance skills, • Positively embraces change, • Adheres and participates in TD's Shared Commitments, • Models quality service at every client interaction, • Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience, • May train and act as a mentor to newer colleagues, • Leverages the expertise and capabilities of other businesses / partners to better achieve mutual goals in collaboration, • The role is expected to lead continuous coaching in assigned bank locations on all topics supporting the growth of the Mass Affluent segment portfolio / book of business OCC: • This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007, • Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, • Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007, • Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Occasional, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing

Location: Huntington Station, NY 11746 The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements. • Sales Performance: Support team efforts to achieve growth targets in financial performance (all Teller related functions) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiatives., • Client Experience: Provide positive client experience by assisting with account questions, problems, and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to introductions., • Risk Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations., • Performs special projects, and additional duties and responsibilities as required., • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state, and local laws and regulations. Required Qualifications: • Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent., • Minimum experience required: Less than 2 years of customer service and sales experience. Preferred Qualifications: • Experience in Financial Services Industry., • Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency., • Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace., • Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well., • Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it., • Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities., • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross-functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results., • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience., • Fosters or supports a positive work culture and productive work environment, displaying the importance of effective relationships with customers and stakeholders., • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving, or infrequent lifting. Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Pay Range: $17.00 - $22.55

Location: East Northport, NY 11731 Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses. • Performs more moderately complex special projects, and additional duties and responsibilities as required., • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments., • Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants Required Qualifications: • Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, • Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry), • Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, • Ability to train and mentor others, including products and platform procedures, • Life and Health Insurance Licenses (required within the first 90 days in role.? Failure to pass exam/or no attempt to take exam will result in removal from LBE program)?, • FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam.? Failure to pass exam/or no attempt to take exam will result in removal from LBE program)?, • FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam.? Failure to pass exam/or no attempt to take exam will result in removal from LBE program)?, • FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam) Preferred Qualifications: • Experience in financial services industry preferred., • Experience with using and demonstrating digital products and self-service technologies Job Competencies: • Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency., • Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace., • Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well., • Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it., • Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities., • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results., • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience., • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders., • Physical demands (ADA): No unusual physical exertion is involved. Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Pay Range: $18.34 - $27.68

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles, • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs, • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences, • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning, • Organizing and managing resources (time, people, budget) to run a productive practice, • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client, • Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success., • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success., • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions., • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities., • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: • Handles inbound inquiries from leads regarding Merrill offerings, • Positions the extensive capabilities of Merrill and Bank of America, • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate, • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts, • Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses, • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services, • Proven ability to engage with and influence others, • Exceptional interpersonal and relationship building skills, • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility, • Proven ability to assess needs and recommend appropriate solutions/interventions, • Proven ability to work collaboratively on a team and with key partners, • Proven ability to listen and probe for clarity and understanding, • Goal and results oriented, • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking, • Ability to work in an environment where the majority of your compensation is tied to your performance, • Strong follow-through skills, • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience, • Learns and adapts to new technology or applications, • Executes multiple tasks simultaneously Skills: • Business Acumen, • Business Development, • Oral Communications, • Prospecting, • Wealth Planning, • Analytical Thinking, • Client Experience Branding, • Client Investments Management, • Portfolio Analysis, • Risk Management, • Active Listening, • Client Solutions Advisory, • Emotional Intelligence, • Referral Management, • Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529), US - NY - Riverhead - 450 OLD COUNTRY RD (NY3878), US - NY - Smithtown - 50 ROUTE 111 - HILLSIDE VILLAGE PLAZA (NY3111), US - NY - Southampton - 57 HAMPTON RD (NY3057) Pay and benefits information Pay range $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Relationship Banker, Long Island Central, NY Area Commack, New York;Northport, New York; Huntington, New York; Melville, New York; Deer Park, New York; Woodbury, New York To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Commack/Relationship-Banker--Long-Island-Central--NY-Area_26026731) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Commack/Relationship-Banker--Long-Island-Central--NY-Area_26026731) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Commack/Relationship-Banker--Long-Island-Central--NY-Area_26026731) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Commack/Relationship-Banker--Long-Island-Central--NY-Area_26026731) Job Description: 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 Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service.

Relationship Banker - Long Island East, NY Area Spanish Required Holbrook, New York;Shirley, New York; Smithtown, New York; Riverhead, New York; Port Jefferson Station, New York; Medford, New York To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Holbrook/Relationship-Banker---Long-Island-East--NY-Area-Spanish-Required_26023321-1) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Holbrook/Relationship-Banker---Long-Island-East--NY-Area-Spanish-Required_26023321-1) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Holbrook/Relationship-Banker---Long-Island-East--NY-Area-Spanish-Required_26023321-1) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Holbrook/Relationship-Banker---Long-Island-East--NY-Area-Spanish-Required_26023321-1) Job Description: 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 Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed - Bilingual Spanish Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be". ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. • The Commercial Loan Officer (CLO) is responsible for developing new business, broadening existing relationships, underwriting, structuring, closing of commercial loans (including asset classes for land, site and construction transactions and/or C & I and owner occupied transactions), as well as maintaining and managing an existing portfolio., • The Commercial Loan Officer represents the bank in the local community through active participation in community affairs and participates in marketing all of the Bank's products and services., • The CLO is responsible for their portfolio from "Cradle to Grave", • Support the Bank's "People First" focus and rules of engagementmaintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB "A Better Place to Be"., • Source, develop and underwrite new loans, interim and permanent mortgages and lines of credit for new and existing clients, including collecting and analyzing information regarding the client's income, assets, investments and/or debts., • Maximize bank profitability through appropriate pricing of new loan originations, fee income and selling of all bank products and services; advising clients regarding the advantages and disadvantages of different financial products., • Negotiate terms, structure loan financing based on risk analysis and present credits for approval to appropriate levels of authority with the bank as required., • Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets., • Handle client service issues by conducting research, taking ownership, and daily follow up (as necessary) until conclusion., • Review and negotiate all loan documentation for any given transaction., • Strong "People First" interest and ability., • Knowledge of relevant Federal and State banking regulations., • Credit training., • Thorough knowledge of procedures and policies with respect to loan transactions., • Familiarity with Bank security and safety practices., • Strong understanding of commercial loan documentation., • Minimum five years of C&I lending experience., • Thorough understanding of federal banking compliance and requirements., • Working knowledge of Google apps and products., • Working knowledge of the nCino loan processing platform., • Bachelor's degree preferred, commensurate on-the-job experience is acceptable., • Formal bank credit training Benefits: • World class health, vision, and dental benefits on day one, • 401k with employer match, • Hybrid work from home (depending on role), • Employee appreciation events (team building, softball games, food truck days, etc..), • Employee assistance programs (EAP), • Wellness programs (flu shot, preventive care, health programs and services discounts, etc..), • Tuition reimbursement, • Employee Discount perks, • CNOB Community Service Events and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.

The Patient Service Representative (PSR) is responsible for welcoming and providing exemplary customer service to all our incoming patients at CityMD. Providing outstanding customer service to every patient. Our Company will never ask for money or an exchange of money, banking or other personal info

Provide excellent customer service and follow up on customers needs. Previous experience in a receptionist or customer service role. We are located in Ronkonkoma, NY and help customers with their insurance and financial services needs, including: auto insurance, home insurance, life insurance, retir

Receptionist/Secretary - Children Services. When a group of families came together in 1957 to find services for their children with developmental disabilities, ACLD was born.

Associates thrive in a supportive, diverse, and skilled team that is committed to caring and dedicated service.

The Receptionist/Administrative Assistant in Account Services primary responsibility is to manage CPC's Reception area for efficient operation of the office while supporting the Account Services Department in all day-to-day customer-related responsibilities. Excellent customer service skills. Arrang

Provide excellent customer service and follow up on customers needs. Previous experience in a receptionist or customer service role. Anthony Sposito - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers.

Meet and greet customer, move vehicles, assist senior service staff with all aspects of the service department. We know that the front line team members see more customers per day than our best Sales and Service Consultants! It is a position that has led many in our group to move on and have a full

Performs diversified secretarial duties supporting management and/or a physician.Performs diversified secretarial duties including, but not limited to:.Typing various forms of correspondence.Scheduling appointments, meetings, etc.Transmitting various documents using computer, mail, and/or fax.Mainta

If you've worked in any customer-facing role and want to build a career in healthcare, we want to hear from you.

Prior customer service, office or cleaning experience preferred but not required!. As a Customer Service Representative, you will be responsible for:. Grow and retain customers Answer phone calls with a smile and book estimates and cleans for our valued customers.

Excellent customer service skills. Are you looking for a fast-paced environment with great earning potential? The demand for automotive services is increasing!!! -- Nissan of Smithtown is looking for several Call Center Representatives to keep up with the demand in phone traffic. We operate one of t

Seeking a team member that is a multi tasker to handle customer service and sales for existing and new clients. Previous customer service experience preferred. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Pl

Objective: To develop customer relationships to increase customer loyalty; interact with customers in an efficient and professional manner; ensure legendary customer experience with every contact. Resolve product or service problems by clarifying the customer's complaint; determining the cause of th

Join OBE As a Customer Service Representative. We're looking for Customer Service Representatives who thrive on solving problems, value precision, and bring a strong sense of reliability to the team. In this role, you'll be a vital part of our Customer Service Department, ensuring every client inter

The Patient Service Representative (PSR) is responsible for welcoming and providing exemplary customer service to all our incoming patients at CityMD. Providing outstanding customer service to every patient. Patient Service Representative (PSR).

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options.

Welcome clients and provide professional, compassionate customer service. Previous customer service experience preferred.

Provide excellent customer service and follow up on customers needs. Previous experience in a receptionist or customer service role. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, an

As a Customer Service Representative - State Farm Agent Team Member with Lynne Barnhardt - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to hel

Provide customer service to patients. Customer Service Representative - Stony Brook Radiology, UFPC.

Customer Service Representative. Provide general customer service and sales support. Position Summary: The Customer Service Representative (CSR) is a learning?oriented, support?focused role within the Inside Sales organization.

Schedule any services or procedures as needed.

Provide excellent customer service and follow up on customers needs. Previous experience in a receptionist or customer service role. James, NY and help customers with their insurance and financial services needs, including:.

With a wide range of services including Adult and Pediatric ENT and Allergy, Voice and Swallowing, Advanced Sinus and Skull Base Surgery, Facial Plastics and Reconstructive Surgery, Treatment of Disorders of the Inner Ear and Dizziness, Asthma-related services, Diagnostic Audiology, Hearing Aid Disp

Location: 200 Motor Parkway, Suite A2, Hauppauge, NY, 11788, United States.

New York Litigation Law Firm dedicated to serving commercial insurers and self-insured corporations.For over 40 years we have focused solely on Civil and Insurance Defense Litigation for first-party and third-party lawsuits.Our practice groups include the defense of insurance, automobile, constructi

We are looking for a dental receptionist to join our team.The ideal candidate will have excellent communication skills and be able to handle a variety of tasks including scheduling appointments, answering phones, and managing patient records.The receptionist will work closely with the dental staff t

Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Interest in marketing products and services based on customer needs.

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. This busy insurance and financial services office has a passion to make a difference in the lives of others and

MagnaCare is seeking Customer Service Representatives to assist members, physicians, hospitals, and other healthcare providers with member benefits, eligibility, claims inquiry, claim reconsiderations and appeals. Confirm customer understanding of the solution and provide additional customer educati