Customer service banking jobs in Rochester, New YorkCreate job alerts

Overview: Role: Dining Services District Manager Join Healthcare Services Group (HCSG) as a Dining Services District Manager, where you will oversee dining services operations across multiple locations. At HCSG, we are passionate about positively impacting the communities we serve. If you share our commitment to excellence and enhancing customer and resident experiences, join us and make a difference! Pay Rate: USD $80,000.00 - USD $100,000.00 /Yr. Available Benefits for All Employees: • Unlimited Paid Time Off, • Comprehensive Benefits Package - Medical, Dental, and Vision, • Free Telemedicine Services on Day 1*, • Free Prescription Discount Program, • 401 (k), • Get paid when you need it with PNC EarnedIt, • Financial Wellness Support from PNC Workplace Banking, • Employee Assistance Programs, • Training & Development Opportunities, • Employee Recognition Programs, • Employee Stock Purchase Plan, • Nationwide Transfer Opportunities and Career Development Benefits Link: or copy this link: *Not available in AR. Responsibilities: • Manage and supervise dining services operations across multiple locations., • Ensure compliance with policies, procedures, and federal/state requirements., • Oversee staff training, development, and scheduling., • Maintain records of income, expenditures, supplies, personnel, and equipment for multiple sites., • Act as liaison between building occupants/administrators and HCSG staff, effectively communicating directives and ensuring consistency across locations., • All other duties as assigned. Qualifications:, • Bachelor's degree in management or related field preferred; high school diploma or equivalent required., • Minimum two years' experience in quantity food production/service and personnel supervision preferred., • Specialized training in dining services management and nutrition is desirable., • Strong organizational and communication skills., • Maintain a positive attitude and effectively communicate with building occupants, administration, and HCSG leadership to perform daily tasks., • Ability to complete regulatory compliance courses and implement necessary changes., • Strong leadership, interpersonal, analytical, and communication skills., • Proven success in P&L and budget management., • Excellent organizational and time management skills with a track record of growing accounts., • Basic computer skills, including web-based reporting., • Compliance with COVID-19 vaccination policies., • Must be able to complete regulatory compliance courses and identify issues and implement necessary changes., • Capable of leading, directing, and supporting a team in a diverse environment with highly developed interpersonal, analytical, and communication skills., • Must be able to lift/carry a maximum of 50 pounds, push/pull a maximum of 50 pounds, stand, sit, bend and walk for extended periods., • Must be able to perform routine, repetitive tasks continuously., • Must be able to work around food and cleaning products., • Valid driver's license., • Residency within the service area required. Ready to Join Us? If you're looking for an opportunity to grow your career in dining services management and be part of a supportive and dedicated team, apply now and start making a difference at HCSG! Additional Pay Information: Offered salary rates for this position are determined based on applicant qualifications, experience, education, and the specific needs, aspects, operational considerations, and requirements of the facility serviced. EEO Statement: HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

PROJECT MANAGER SUMMARY: The Project Manager is responsible for providing overall managerial direction for all solar projects. Accountable for managing client expectations, documentation compliance, schedule, budget, cash projections, and quality performance to ensure work is completed on time, within budget, and that compliance of our company safety standards are met. POSITION Project Manager DEPARTMENT: EPC REPORTS TO: Senior Project & Engineering Manager TERMS/HOURS: Full-time, M-F, 8:00AM-4:30PM CLASSIFICATION: Salary/Exempt; Travel may be required WORK AUTHORIZATION: US Person (US Citizen or Permanent Resident) COMPETENCIES: • Personal Accountability, • Self-Management, • Planning & Organizing, • Problem Solving Ability, • Conflict Management, • Goal Achievement, • Persuasion KEY RESPONSIBILITIES: • Develop and maintain full control over budget and schedule from development through PTO., • PM is accountable for all the projects financial documentation which includes project budget forecasting, AIA billing to owner, material invoice approval, subcontractor AIA billing, and change management with required backup documentation., • PM is the direct point of contact and responsible for all client interface & relations., • Hold weekly owner meetings and provide updates on schedule impacts, change orders, budget, safety, & quality control., • Review local and federal laws to ensure regulatory compliance., • Identify necessary permits and licenses from authorities to ensure the project meets regulations and ensure all such actions are in compliance., • Prepare bid packages and procure materials and services as needed to complete the project on time. Negotiate and document all contracts and professional services agreements. Create project budget based upon quotes and bids; track project costs., • Drive and tightly manage all Project Schedules and keep the Director of Construction informed if we are hitting our goals, or if we need to adjust to stay on track., • Hold full accountability for accurate record keeping and electronic file storage of design team correspondence, submittals, RFI’s, drawings, change orders, project billing., • The Project Manager may at times manage more than one project at the same time., • Utilize effective and efficient processes, procedures and workflows on each solar project which meet or beat schedules and budgets while minimizing financial risk., • Maintain accurate tracking on a weekly basis for all projects so that solar deliverables are accounted for and achieved successfully., • Manages and coordinates with Superintendent, all on-site subcontractor activities for compliance with the schedule and monitors and enforces compliance with subcontract requirements., • Supervises and mentors all superintendents; monitors their activities and provides leadership., • Monitors and reports on solar construction productivity, budget, and schedule performance (including trends) to the Director of Construction., • Takes actions necessary to meet project budget and schedule requirements., • Creates and approves the development and implementation of subcontractor schedule recovery plans as required., • Coordinates the Construction Completion Walkdowns and the complete hand over of start-up packages to the Startup Manager and supervises the close out of all punch list items., • Responsible for the procurement of all major materials for each project to ensure conformity with the contract documents., • Conducts weekly coordination meetings with subcontractors., • Ensures all subcontractors on the project site adheres to OSHA Safety Standards, Quality, Ethical Standards, and Lessons Learned policies., • Accountable for oversight of completion of project load banking, Permission to Operate, and the construction punch list., • Has full knowledge of the safety program and acts as the Safety Representative on site in the absence of the regular Project Superintendent., • Has general knowledge of all disciplines of construction and is able to stand in for the Project Superintendent in his absence., • Oversees the safety and QA/QC issues with the safety and quality representatives., • Understands the major commercial and deliverable terms of the construction subcontracts and manages within these terms., • Collaboration with the design Engineers and holding them accountable on engineering deliverables., • Responsible for oversite & management of 3rd party special inspections or product Manufacturer's Technicians for any inspections or commissioning., • Continually identify opportunities to improve products/services, customer service, gain overall efficiencies and/or reduce costs., • Proactively support team members and company activities to ensure business success. This includes utilizing translatable skills across the company to maximize efficiency and leverage expertise., • Maintain positive working relationships with staff, vendors, customers, and all stakeholders including demonstrating respect and appreciation for others., • Learn new skills and stay current on industry news, practice trends, grants or regulations, applicable laws, and matters of compliance and utilize skills and knowledge to benefit the company. KNOWLEDGE/SKILLS/EDUCATION: • Bachelor’s degree in related field, which may include Construction Management, Business, or Engineering, required., • PMP, PgMP, CAPM, and/or comparable project management certifications highly desirable., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Excellent time management skills with a proven ability to meet deadlines., • Strong analytical and problem-solving skills., • Strong leadership skills., • Ability to prioritize tasks and to delegate (not abdicate) them when appropriate., • Thorough understanding of or the ability to quickly learn about the project or product being developed., • Proficient with Microsoft Office Project or related software. MINIMUM EXPERIENCE: • At least five years of related experience required. WORKING CONDITIONS: • Typical office environment. PHYSICAL REQUIREMENTS: • Regularly required to stand, walk, and sit for extended periods during the day., • Regularly use hands to reach; ability to talk and hear., • Regularly lift and/or move up to 25 pounds and frequently lift and/or move up to 50 pounds.

Possesses mortgage banking experience with emphasis on underwriting, processing, sales, compliance Positive customer service attitude with emphasis on promoting the company; supports and promotes Premium Mortgage Corporation CORE Values in all interactions. Since 1999, Premium Mortgage Corporation h

Join our team as a Banking Customer Service Specialist! This critical role helps our branch teams achieve their sales, service, and operational goals. As a Banking Customer Service Specialist, you'll foster strong relationships with clients and provide tailored solutions by understanding their finan

Job Description Teller Canandaigua National Bank Location: Alexander Community Office Rochester, NY What does a Teller do at Canandaigua National Bank? A Teller is so much more than accepting deposits, cashing checks and balancing a cash drawer accurately and efficiently. Our bank is woven into the very fabric of our region because we live, work, and play where our customers do. As a Teller you are the face of our bank, building, growing, and retaining relationships. For us, each customer relationship is an extension of our Canandaigua National Bank family. As a Teller you will provide quality customer service by being friendly and courteous while answering customers’ questions. As you build relationships the opportunities to make recommendations based on our wide range of competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships, ones not measured in years but in generations. This role is also on the front lines of our fraud and risk management efforts. Tellers receive robust education in order to abide by current regulations, bank policies and procedures while also being trained to keep an eye out for potential fraud. What competencies are needed to be successful in this role? • A high school diploma or high school equivalency., • Valid Driver’s License & reliable transportation., • Excellent communication skills and strong attention to detail., • Proficiency with a PC and associated programs (such as Microsoft Office), • Strong customer service/sales experience. Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. 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! 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. Compensation range: $18-$19/hr. The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

Job Description Student Teller Canandaigua National Bank What does a Student Teller at Canandaigua National Bank do? Our student tellers experience firsthand what it is like working in the world of financial services. At Canandaigua National Bank, a Teller is so much more than accepting deposits, cashing checks and balancing a cash drawer accurately and efficiently. Our bank is woven into the very fabric of our region because we live, work, and play where our customers do. As a Teller at Canandaigua National Bank, you are the face of our bank, building, growing, and retaining relationships. For us, each customer relationship is an extension of our bank family. As a Teller you will provide quality customer service by being friendly and courteous while answering customers’ questions. As you build relationships the opportunities to make recommendations based on our wide range of competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships, ones not measured in years but in generations. This role is also on the front lines of our fraud and risk management efforts. Tellers receive robust education to abide by current regulations, bank policies and procedures while also being trained to keep an eye out for potential fraud. As a Student Teller you will: • Complete our 90-day full time, paid, teller training during the Summer 2025., • Continue to work part-time during the school year., • Have Impeccable dependability in regards all scheduled shifts., • Able to make qualified customer referrals as part of Retail Referral program., • Become proficient in all relevant banking systems as well as retail banking products., • Local Student looking for a professional part-time position while attending college., • Able to work Full time during the summer., • Able to work within branch hours during the school year and school breaks., • Able to travel to assigned branch location. Valid Driver’s License & reliable transportation preferred., • Excellent communication skills and strong attention to detail., • Proficiency with a PC and associated programs (such as Microsoft Office), • Strong customer service/sales experience. M-F - 9 a.m. – 5 p.m. Sat. - 9 a.m. – 12 p.m. Sun. (Brighton Office & Lakeshore Office) – 9 a.m. – 12 p.m. Location: Various branch locations. Desired location(s) will be considered. What makes working at Canandaigua National Bank different? There’s no limit to where you CAN go! Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: providing exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees. 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 - $18-$20 per hour The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. 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 Description PT Teller- Flex Team Canandaigua National Bank Location: Rochester NY Hours: Part time (30-35 hours/wk) What does a Teller do at Canandaigua National Bank do? A Teller is so much more than accepting deposits, cashing checks and balancing a cash drawer accurately and efficiently. Our bank is woven into the very fabric of our region because we live, work, and play where our customers do. As a Teller at CNB you are the face of our bank, building, growing, and retaining relationships. For us, each customer relationship is an extension of our CNB family. As a Teller you will provide quality customer service by being friendly and courteous while answering customers’ questions. As you build relationships the opportunities to make recommendations based on our wide range of competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships, ones not measured in years but in generations. This role is also on the front lines of our fraud and risk management efforts. Tellers receive robust education in order to abide by current regulations, bank policies and procedures while also being trained to keep an eye out for potential fraud. What competencies are needed to be successful in this role? • A high school diploma or high school equivalency., • Valid Driver’s License & reliable transportation., • Excellent communication skills and strong attention to detail., • Proficiency with a PC and associated programs (such as Microsoft Office), • Strong customer service/sales experience., • Completion of 90-day Teller training., • Impeccable dependability in regards all scheduled shifts., • Able to make qualified customer referrals as part of Retail Referral program., • Become proficient in all relevant banking systems as well as retail banking products. When joining you will be scheduled 40 hours for the first 3 months. All applicants must be available to complete this program in its entirety. The part-time schedule begins after the completion of your first 90 days. Schedule: Monday–Friday 8:30- 5:15 pm Saturday/ Sunday*- 8:30- 12:15pm *Two Saturdays are required per month The Flex Teller will support the East Side Region/ West Side Region as needed. All Flex Tellers are eligible for mileage when traveling outside of home branch. East Side Region: Webster Baytowne, Webster Jackson Ridge, Brighton, Pittsford, Perinton, Penfield, Mendon, Honeoye Falls West Side Region: Greece Latta, Greece Ridge, Henrietta, Irondequoit, Alex Park, College Town, Rochester Downtown, Chili, Brockport What makes working at Canandaigua National Bank different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. 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., • Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. 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 range: $18-$20/hr. The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. 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 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 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 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 Responsible for performing a variety of duties to meet the commercial services needs of business customers; achieving customer service goals as established in the Commercial Banking Department's annual operating plan; complying with operating policies and procedures established for the commercial services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Responsible to accurately risk rate assigned loan relationships on a timely basis. Essential Responsibilities: • Performs a variety of duties to meet the commercial sales and services needs of business customers as follows:, • Maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities and solicit other new business., • Makes outside sales calls on prospective customers to assess needs, and describe and sell products and services., • Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports., • Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis., • Serves as a member of the bank's sales team, e.g., Branch Manager; makes group sales calls where these types of calls will improve the opportunity for new business development., • Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs., • Provides direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services; approves or rejects loan applications within individual lending authority., • Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems., • Maintains a working knowledge of bank operating policies and procedures with impact commercial services., • Prepares and maintains accurate records of all customer sales and service calls made and meetings held with present and prospective customers., • Provides quality service to customers, whether internal or external., • Demonstrates cooperative efforts in working with other departments and within own department., • Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Banking Department's annual operating plan., • Complies with established operating policies and procedures in order to maintain adequate controls and to support the bank's adherence to outside regulatory requirements., • Communicates with management and staff personnel in order to integrate goals and activities., • Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy., • Maintains appropriate records and provides assigned reports., • Monitors and reviews accounts for appropriate risk rating to avoid risk rating changes by Loan Review, the OCC or other loan review processes., • 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 Ancillary Duties: As an integral member of the Commercial Banking Department, this position is also responsible to provide assistance wherever necessary to help the Commercial Banking Department and the Bank in achieving their annual goals. Qualifications Education/Training: B.S. or B.A. degree in a related field normally required; specialized banking education and training. All applicants must be 18 years of age or older. Skills: Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative, and sales skills; a thorough knowledge of the features and benefits of all bank commercial products and services; a working knowledge of bank operating policies and procedures which impact commercial services; valid drivers license. Experience: Minimum of Seven (7) years’ experience in related positions normally required with an emphasis in the Commercial Real Estate Financing area.

Job Description GENERAL SUMMARY: Under general supervision of the Mgr. Retail Service or Mgr. Asst Retail Services, perform duties related to member services and sales production; the development of Select Employer Groups and business expansion; acts as a financial advocate to members; and performs related work as assigned. This position will also fulfill member’s needs, complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner. Locations: Rochester Greece, Rochester Henrietta, Webster Main. MINIMUM QUALIFICATIONS: Knowledge, Skills, and Abilities: • Knowledge of features and benefits of Credit Union or Banking products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally), • Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence., • Effective interpersonal skills., • Strong cash handling/customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate product and service benefits., • Ability to listen, observe and interpret people and situations., • Ability to analyze and solve problems., • Ability to interact with staff, members and others encountered in the course of work., • Ability to learn and apply new information or skills., • Ability to perform highly detailed work on multiple, concurrent tasks., • Ability to use math and apply mathematical reasoning and abstract statistical concepts. Education, Training and Experience: Potential candidates for this position must meet the following requirements: • A minimum of two years of credit union or banking experience preferably at a financial institution., • 1–2-year experience in customer service and cash handling; or equivalent combination of education and experience., • Competitive Salary Structures, • Generous Incentive Plan, • Excellent Career Development Opportunity, • Medical, Dental, and Vision Insurance, • Flexible Spending Account / Health Savings Account, • Education Reimbursement / Student Loan Repayment, • Generous Paid Time Off program, • Company Matching 401k, • Generous Employee Discounts on Credit Union Services / Referral Bonus Programs, • Rewarding Community / Volunteer programs, • Employee Assistance Programs – EAP, • Total Wellness Programs, • Rideshare Programs, • Onsite Employee Gym & Cantina at Headquarters Then this is the position for you! Disclaimer: The above information on this description 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 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 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 At OneGroup, we recognize that our high net worth and private clients require a level of sophistication, personalization, and expertise that exceeds the standard. The Private Client Practice Leader is responsible for managing and expanding a defined book of complex personal risk clients while driving new business and strategic relationship growth through intentional Centers of Influence (COIs). The manager is accountable for total book growth, new business premium targets, and the development and management of 10+ qualified Centers of Influence per quarter. Essential Duties: Client Relationship Management & Service Excellence • Deliver OneGroup’s Private Client’s standard service to high net worth individuals and families by providing customized risk management strategies and concierge-level attention., • Retain and grow a portfolio of complex personal lines clients, leveraging advanced knowledge of high net worth insurance carriers., • Collaborate closely with the internal service team to ensure timely renewals, proactive communication, and high client satisfaction., • Identify cross-sell and account rounding opportunities that add value to the client and OneGroup’s relationship., • Book of Business & Revenue Growth, • Achieve a minimum of +10% annual book growth, supported by consistent account development and client retention., • Meet or exceed quarterly new business premium targets, developed in partnership with the Personal Lines SVP and Practice Leader as well as the OneGroup leadership team., • Actively develop and manage a pipeline of 10+ qualified and engaged Centers of Influence per quarter, including financial advisors, estate attorneys, private bankers, luxury realtors, and family offices., • Generate new business leads and introductions through COIs; track performance and results via CRM or other approved systems., • Partner closely with the placement, marketing, and leadership teams to ensure smart market strategy and accurate risk placement., • Provide strategic feedback on carrier performance, client trends, and market conditions., • Contribute to internal initiatives to elevate OneGroup’s Private Client brand and client experience model., • Total Book Growth, • New Business Premium Growth, • COI Growth & Management, • Client Retention, • Cross-Sell & Account Rounding Qualifications Education: • NYS Property / Casualty Agents/Brokers license required., • 5+ years of experience managing high net worth personal lines clients, • Proven success in building a book of business and managing COI networks, • Strong technical knowledge of insurance coverages and high net worth carriers, • Excellent interpersonal, consultative selling, and communication skills, • Property & Casualty license required; CIC or CPRIA preferred, • Familiarity with OneGroup systems, workflows, and client management tools is a plus, • All applicants must be 18 years of age or older

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.