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Job DescriptionDescription: GENERAL OVERVIEW Performs all required functions as they relate to Consumer loan processing. Builds and maintains successful member relationships by funding and processing loans to the member’s complete satisfaction, while simultaneously ensuring that supporting documentation and records are accurately prepared according to credit union policies. Duties and Responsibilities ? Works closely with Loan Experts and Underwriters to determine what information is outstanding and follows up on these items in a timely manner. This includes but is not limited to gathering insurance binders, vehicle titles and income verification. ? Coordinates the disbursal of loans with member via DocuSign, in Branch disbursals, transfer to share accounts or other means. ? Review and prepare various weekly, monthly and quarterly reports including, share secured, stock secured, certificate secured. ? Review and prepare department monthly billing statements for approval. ? Responsible for the inputting and updating of material changes to the department’s policy and procedures manuals. ? Organize and prioritize responsibilities as they relate to job functions. ? Orders and maintains the department inventory of supplies. ? Conduct informational surveys upon request. ? Demonstrates the ability to excel in a fast paced environment and meets goals and deadlines. ? Complete various Servicing duties, as assigned by Lending Management. ? All other duties that may be assigned. Requirements: ? One to two years of similar or related experience in Loan Processing/Servicing. ? Have thorough computer knowledge in Excel and Word in order to create documents, letters, spreadsheets and templates. ? Strong organizational skills. ? Ability to work with members and staff tactfully and professionally, both in person and on the phone. ? Ability to maintain a high level of confidentiality. ? Interpersonal skills and ability to communicate clearly while handling multiple priorities. Work Schedule: Mon. – Fri. 8:15am – 5:00pm; Saturday 9am – 1pm

Job DescriptionDescription: The incumbent works under the direct supervision of the VP/CFO. Assists in the planning, analysis and reporting of financial activities. Responsible for product profitability analysis, budgeting, forecasting, monitoring financial performance and supporting strategic initiatives that promote financial strength and long term success. Develop reports and performance metrics that help management evaluate the effectiveness and profitability of products and services. Provide departments with financial reports, data analysis, and performance metrics to support decision making and improve the effectiveness of products, services and operations. Duties & Responsibilities • Analyze the profitability and usage of all products and services on a regular basis; recommend improvements., • Support strategic planning and development through financial analysis and forecasting, • Support project teams by providing reports, analysis and performance data to help projects stay on track and achieve their goals., • Create analytical reports to support a variety of projects and products., • Evaluate financial implications of new products, services and strategic initiatives., • Extract, organize and provide ad hoc member data to managers from various systems., • Work with the AI and Data team to automate reports, dashboards and financial analysis tools so information is faster, more accurate and easier to produce., • Conduct scenario modeling and financial impact analysis to assess the effects of changes in interest rates, loan growth, deposits and other key financial drivers., • Prepare reports, analysis and presentations for ALCO, pricing and lending committees to support financial decision making and performance oversight., • Develop, monitor and report on the annual budget and asset/liability management forecasting program, including expense forecasting, variance analysis and periodic reforecasting to reflect changing business conditions and financial expectations., • Identify and explain income statement budget variances monthly., • Monitors all balance sheet, income and expense accounts monthly and recommends methods and techniques for eliminating or minimizing costs., • Ensure sound fiscal management by monitoring and forecasting operating expenses and recommending cost-saving strategies., • Administer the CECL based Allowance for Credit Losses (ACL) methodology, including analysis for loans loss trends, reserve adequacy and reporting to management., • Assist the CFO in the development and execution of the credit union’s investment strategy., • Prepare various monthly and quarterly reports for senior management, ALCO and the Board as needed., • Ensure ongoing data integrity across the organization., • Perform other duties and responsibilities as required or assigned.Requirements:, • A BS or BA degree in Business Administration, Accounting or Finance., • Three years of financial institution or relevant experience., • Knowledge of general ledger and accounting systems., • Ability to prepare and interpret financial and statistical reports., • Strong analytical skills., • Strong written and oral communication skills., • PC/Internet literate with strong knowledge of Microsoft Excel and Word. Work Schedule Monday - Friday 8:15am - 5:00pm Work Location Fully On-Site

Job DescriptionDescription: The incumbent works under the direct supervision of the Manager of Operations and Support Services. Responsible for aiding and assisting the Manager of Operations and Support Services in a variety of functions related to the back-office operations. Records generated and maintained by the incumbent must be entirely accurate and up to date. Duties & Responsibilities • Responsible for balancing back-office cycle of daily share draft clearing, including posting of share drafts and share draft rejects, balancing appropriate general ledger accounts and miscellaneous adjustments both to member accounts and general ledger accounts. Communicate with vendor and members as needed to resolve outstanding issues., • Responsible for reviewing and processing checks deposited via Remote Deposit Capture including mobile deposits, ITM/ATM, and My Deposit. Checks to be reviewed for proper endorsements, dates, deposit amount accuracy, image quality, etc. Additionally, checks reviewed to determine potential un-collectability and to place extended holds on suspect deposits per REG CC hold guidelines., • Monitor corporate draft clearing and fraud prevention for accuracy using reporting tools provided., • Responsible for balancing back-office cycle of daily ach processing, including posting of ach transactions and ach rejected transactions, balancing appropriate general ledger accounts and miscellaneous adjustments both to member accounts and general ledger accounts. Communicate with vendors and members as needed to resolve outstanding issues., • Maintains member payrolls and payroll allocations as assigned. Posts and balance checks received for Payroll. Reconcile the appropriate GL. Set up recurring payroll deductions within member accounts., • Responsible for monthly balancing, posting and payment of insurances to member accounts., • Process, track and report of monthly IRS Backup Withholding & IRA Withholdings., • Participates in the annual Abandoned Property process., • Assists with any support requests from members and any required research giving excellent member service a top priority., • Provide top quality and timely support to front office staff as requests arise throughout the day., • Process domestic and international wires ensuring a secure source of funds and OFAC compliance. Balancing appropriate General Ledger accounts. Communicate with vendors as needed to resolve outstanding issues., • Timely processing of remote deposit capture items. Ensure transaction limits, regulation requirements and fraud preventative measures are utilized., • Process returned transit checks (Charge Backs) or redeposits and post entries to member accounts accordingly. Print Image Replacement Documents (IRD) as needed. Prepare return item notices to be sent out to members, • Review various department reports for data integrity and accuracy. Perform file maintenance when necessary to ensure system retains current and accurate information., • Processes stop payments of credit union checks as initiated by the Accounting Department or via a member submitted Lost\Stolen Affidavit Form., • Handle all research and check image requests submitted to the department. Provide a timely response with sufficient data to the requestor., • Processes all branch cash orders and submits Coin & Currency order to the Federal Reserve Bank., • Securely files daily work, and back-office reports and ensures proper retention of documentation., • Processes monthly outstanding (OLDO) teller checks and money orders making the appropriate General Ledger entries., • Acts as backup for other Operations Department personnel., • Employ risk mitigation strategies when performing daily transaction processing and reviewing member account activity. Use personal knowledge base to identify possible high-risk entries and report information to management for review., • Keeps written procedures for assigned tasks updated and current and make recommendations to management for changes., • Securely stores all tokens, digital certificates and user information assigned to facilitate specialized authority or access. Immediately report the loss or exposure of information to a Management Team Member., • Must be familiar with credit union policies, procedures and regulations pertaining to transaction processing., • Attend training sessions and/or webinars to stay current with new policies, procedures and regulations., • Ensures member information is kept confidential and properly secured at all times., • Work with vendors to ensure the best possible service to the membership., • Escalate to management, any issues of concern including member dissatisfaction, potential fraud, processing disruptions, potential financial loss., • Performs other related duties as assigned.Requirements:, • Must be a high school graduate or have GED equivalent., • Financial institution experience a plus., • Should have the ability to interpret and explain credit union transactions posted to member accounts., • Should know how to interpret computer generated reports., • Must be proficient in both Word and Excel., • Must have strong written and oral communication skills., • Strong math/computer skills/data entry. Work Schedule: Monday: 8:15am - 5:00pm Tuesday: 8:15am - 5:00pm Wednesday: 8:15am - 5:00pm Thursday: 8:15am - 5:00pm Friday: 8:15am - 5:00pm Work Location: Fully On-Site

Job DescriptionDescription: Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members’ expectations are met and exceeded during every interaction. They will maximize every opportunity to advertise e-services and increase membership along with referring consumer and real estate loans within the branch. Duties & Responsibilities • Provides member and non-members with information concerning the credit union products and services., • Processes all member transaction requests in a professional, friendly manner with a strong emphasis on accuracy., • Follows policies and procedures applicable to the Teller position to maintain compliance with government and credit union regulations, including, but limited to the Bank Secrecy Act., • Provides consumer and real estate loan referrals to the Loan Sales Team or Branch Management., • Participates in the Sales Incentive Program., • Provides referrals to the First New York Retirement and Investment Services Program., • Refers members and non-members to Member Service team members to open new accounts and shares as well as establish e-services., • Responsible for the daily opening and closing of their assigned cash box and PC work station, including but not limited to maintaining cash limits with credit union guidelines, maintain proper securing all negotiable instruments (including cash), ensuring that their assigned PC is locked whenever out of their immediate control, balancing their physical cash to the core operating system at the end of the work day, and notifying a supervisor of any and all discrepancies., • Maintain cash differences within Credit Union guidelines., • Performs all other duties as assigned.Requirements:, • High School Graduate, • Accuracy in the handling of cash and recording daily transactions., • The ability to properly receive members, either by telephone or in person., • Adherence to dress code., • Must maintain a positive attitude with members and a cooperative attitude with other team members., • Punctuality., • Previous Teller or Cashier experiences helpful. Schedule Monday: Off Tuesday: 8:30a-5:00p Wednesday: 8:30a-5:00p Thursday: 8:30a-5:00p Friday: 8:30a-6:00p Saturday: 8:45a-1:00p Work Location: Fully On-Site

This position may allow for remote work after successful completion of training and at least six (6) months of employment on-site.

In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day.

This position necessitates proficiency in every component of the retail branch operational process as well as knowledge of procedures, policies, security, and processing systems.

Additionally, the Payment Operations Associate will support the other business units within Operations to ensure a high level of member service is achieved and maintained. To provide a high level of support to both members and internal staff as it relates to the daily operations of payment operation

Minimum of two (2) years of people supervisory experience preferably in a call center or within a financial institution such as a bank or credit union. Associate's degree from an accredited institution or at least 3 years of relevant experience required.

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!.This role is responsible for the collection of delinquent loan accounts and related collection issues.This is a local-remote position that requires the first

As a Mortgage Servicing Document Specialist, you'll play a critical role in ensuring a seamless final step in the mortgage journey. Review, track, and process final mortgage documents including recorded mortgages, titles, and insuring documents. Behind every mortgage we service is a member who has p

Mortgage Loan Boarding Specialist. As a Mortgage Loan Boarding Specialist, you'll play a key role in bringing those loans to life behind the scenes. Board and set up newly closed mortgage loans into the servicing system with accuracy and attention to detail.

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

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

Act as liaison between members and all departments of the credit union; focuses on existing members who have a deposit or loan product relationship. Maintain knowledge of credit union products and services and be able to explain their features, terms, conditions, and benefits. Participate in all app

Job DescriptionDescription: Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members’ expectations are met and exceeded during every interaction. They will maximize every opportunity to advertise e-services and increase membership along with referring consumer and real estate loans within the branch. They are expected to float between all branch locations in which the schedule will be based on staffing needs. Duties & Responsibilities • Processes all member transaction requests in a professional, friendly manner with a strong emphasis on accuracy., • Follows policies and procedures applicable to the Teller position to maintain compliance with government and credit union regulations, including, but limited to the Bank Secrecy Act., • Responsible for the daily opening and closing of their assigned cash box and PC work station, including but not limited to maintaining cash limits with credit union guidelines, maintain proper securing all negotiable instruments (including cash), ensuring that their assigned PC is locked whenever out of their immediate control, balancing their physical cash to the core operating system at the end of the work day, and notifying a supervisor of any and all discrepancies., • Maintain cash differences within Credit Union guidelines., • Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction., • Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction., • Open new accounts and, through the interview process, cross sell additional products to best benefit the member needs, and meet branch goals., • Provide consumer and real estate loan referrals to the Loan Sales team or Branch Management., • Disburse Consumer loans., • Refer appropriate members to the First New York Retirement and Investment Services Program., • Responsible for having a thorough knowledge of all products and services offered by the credit union, including but not limited to shares, consumer loans, and e-services., • Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion., • Follows policies and procedures applicable to the MSR position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act., • Participates in the Sales Incentive Program., • Maintains Notary Public designation., • Provides quotes on consumer loan payoffs., • Handles routine file maintenance on computer system., • Performs other duties as may be assigned.Requirements:, • High School graduate., • Previous financial branch credit union/bank experience., • Thorough knowledge of credit union products and services., • Must be able to respect confidential information., • Adept at utilizing most current technology and thorough knowledge of core operation system., • General knowledge of credit union policies and procedures., • Should have excellent communication skills and maintain a positive attitude with members and a cooperative attitude with other team members. Work Schedule: Monday: 8:30am - 5:00pm Tuesday: 8:30am - 5:00pm Wednesday: 8:30am - 5:00pm Thursday: Off Friday: 8:30am - 5:00pm Saturday 8:45am - 1:00pm Work Location: Fully On-Site

Job DescriptionDescription: Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing world-class member services to ensure that members expectations are exceeded during every interaction. The ideal candidate will maximize every opportunity to advertise e-services and increase membership along with promoting consumer and real estate loans via telecommunication and email. Duties & Responsibilities • Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction., • Responsible for having a thorough knowledge of all products and services offered by the credit union, including but not limited to shares, consumer loans, and e-services., • Provide telephone and virtual coverage for the Contact Center which has the responsibility of providing credit union services to members via the telephone, internet, mail and the Face2Face video service., • Participates in the Sales Incentive Program, providing Consumer and Real Estate loan referrals to Loan Experts or Branch Managers., • Open new share IDs and, through the interview process, cross-sell additional products to best benefit the member needs, and meet Contact Center goals., • Explain credit union services and prepare forms necessary for those services and either mail or DocuSign to members in a timely manner. Follow correspondence through to a timely end and ensure that member issues are resolved., • Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion. Escalates more complex issues to management as appropriate., • Follows policies and procedures applicable to the MSS position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act., • Perform and assist with FNY Express Teller transactions as needed to ensure an unsurpassed level of service is provided to members. Monitors all machine statuses and escalates any issues as needed., • Performs shared branch transactions for guest members at the Express Teller., • Provides credit and debit card activation, as well as Instant Issue cards when needed., • Reset online passwords for members for First Online., • Troubleshoot credit and debit card issues when they arise, such as fraudulent activity and breaches. Initiates disputes when appropriate., • Provides quotes on consumer loan payoffs. Requests mortgage payoffs from the appropriate department., • Perform telephone transfers, stop payments and various other transactions in accordance with credit union procedures., • Thoroughly explain to member interest rates and how they are computed and disclosed., • Excellent communication and writing skills necessary to assist Live Person Requests., • Well versed in Online Account Opening and My Deposit, home and mobile banking suite of products in order to provide excellent member service., • Process and approve checks deposited through home and mobile banking., • Complete asset verification requests from Social Security/Medicaid.Requirements:, • High School graduate., • Previous financial branch credit union/bank experience., • Must be able to respect confidential information., • Must have a working knowledge of a PC, and a thorough knowledge of the core operating system., • Must have excellent verbal communication skills including impeccable telephone skills., • Must possess a desire to cross sell members during incoming and outbound telephone calls or internet email., • Must maintain a positive attitude with members and a cooperative attitude with other employees., • Must have excellent processing/information gathering skills., • Must have good typing/word processing skills., • Must have excellent organizational skills., • Must be comfortable multitasking in a fast-paced environment. Work Schedule: Monday: 8:45am - 6:00pm Tuesday: 9:00am - 6:00pm Wednesday: 9:00am - 6:00pm Thursday: 9:00am - 5:00pm Friday: 9:00am - 5:00pm Saturday: 8:45am - 1:00pm Rotational (Bi-Monthly) Work Location: Fully On-Site

To research, plan, implement, and execute strategic internal audit projects and audit services that add value, and support strategic success of Internal Audit and the organization, while providing safety and soundness to the credit union's membership.

Job DescriptionDescription: Support the First New York Retirement and Investment Services Program Financial Advisor(s) in all administrative and service capacities, which includes, but is not limited to: customer service, scheduling, processing paperwork, marketing assistance, and communication. Duties & Responsibilities Sales and Marketing • Responsible for telephoning and following up with members to schedule and confirm appointments for First New York Retirement and Investment Services Representative in accordance with goals set annually. Responsible for telephoning members from credit union approved lists to schedule appointments., • Organize and promote seminars., • Organize all branch lobbies with marketing materials on an ongoing basis., • Generate staff enthusiasm for First New York Retirement and Investment Services through internal promotions., • Participate in target marketing to entire field of membership., • Ongoing Marketing focus/campaigns., • Focused projects determined by Advisors. Administrative and Clerical • Responsible for sending out all information to members pertaining to First New York Retirement and Investment Services., • Assisting with compliance and regulations. Responsible for maintaining compliance files for correspondence and advertising., • Prepare and process all required paperwork for First New York Retirement and Investment Services representative(s) to be licensed/appointed with states/companies – ongoing., • Responsible for monitoring and tracking all referrals from First New York FCU team members., • Responsible for ordering all operational and marketing supplies., • Participate in monthly teleconference meetings with First New York Retirement and Investment Services district management. Participate in quarterly teleconference meetings with other Coordinators nationwide., • Utilizes Brokerage and credit union computer applications to assist the First New York Retirement and Investment Services representative(s) in managing client accounts., • Pursue electronic efficiencies on an ongoing basis, including assisting clients with online access., • Responsible for inputting client information to open brokerage accounts via Brokerage online account opening application, complete processing of paperwork, preparing as much as possible for all appointments. This includes preparing all paperwork for business/transactions, along with all review materials/reports., • Follow up and update First New York Retirement and Investment Services representative(s) on all pending business on a weekly basis., • Works with Brokerage /fund companies on questions or issues with all processes., • Perform all tasks/responsibilities for First New York Retirement and Investment Services program that does not require a license. Including, but not limited to meeting with members for: beneficiary changes, address changes, RMD forms, linking banking info to investment accounts and various other forms., • Responsible for outgoing correspondence including reminder notices for appointments. Responsible for all filing, typing and generating of reports., • Responsible for scanning checks received from members to credit their various investment accounts., • Perform other duties as assigned by the First New York Retirement and Investment Services Representative and/or Credit Union management., • Maintain First New York Retirement and Investment Services database according to Brokerage specifications., • Log Sales for strategic member follow up., • Protect member information and safeguard against the release of private credit union member information to the First New York Retirement and Investment Services representative(s) without permission of the member., • Acts in a clerical capacity only when handling cash or checks tendered by a member for the purchase or sale of securities. Issue checks from the member’s account in the ordinary course of business for use in connection with the purchase of securities or complying with member’s requests for normal credit union services.Requirements:, • High School graduate or GED equivalent, • Strong work ethic, • Excellent computer skills, including the use of Microsoft office products, • Good grammatical skills, • Strong communication skills, including follow-up calls to potential clients, • Available to work flexible hours on occasion, • Positive Attitude, • Must be adaptable to change and able to change focus and direction spontaneously, • Ability to maintain a high level of confidentiality, • Excellent organizational skills detailed oriented Work Schedule Monday – Friday 9:00am - 2:00pm Work Location Fully On-Site

Offer knowledgeable financial counseling to members, remaining up to date on the current lending environment and economic conditions, as well as maintaining a strong and current understanding of lending risk. Consumer Lending Specialist, Loans In Process. The Consumer Lending Specialist communicates

The Foreclosure & OREO Analyst is responsible for managing residential real estate loans through the foreclosure process (including pre-foreclosure) and overseeing post-foreclosure OREO (Other Real Estate Owned) assets. Escalate high-risk issues or exceptions to management.

Assist management, co-workers, other departments, and other credit union personnel as needed, providing essential levels of teamwork, while meeting and frequently exceeding team expectations. Maintain confidentiality of all member, employee and credit union policy and loan information. Represent the

Offer knowledgeable financial counseling to members, remaining up to date on the current lending environment and economic conditions, as well as maintaining a strong and current understanding of lending risk. In-depth review of all property value determinations, credit reports, title reports, and ot

The Representative functions as the primary resource for members and internal partners on matters that require judgment, accuracy, and a deep understanding of Broadview Federal Credit Union's mortgage products, systems, and servicing standards. Provide accurate payoff statements, including researchi

The Digital Experience & User Experience (UX) Marketer is a senior, hands-on individual contributor responsible for improving the usability, accessibility, and performance of Broadview's digital experiences across web, applications, and campaign-driven interactions. The Digital Experience & UX Marke

Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance. Have an Associate degree in Business or related field preferred and a minimum of three years of Branch Management experience, or equivalent combination of experience and educ

Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance. Have an Associate degree in Business or related field preferred and a minimum of three years of Branch Management experience, or equivalent combination of experience and educ

Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance. To lead a retail banking branch team to deliver our mission to benefit every member, every time, every day. Model and coach branch team on deepening member relationships, mem

We are seeking a Marketing Associate to support our Marketing & Communications team by delivering high-quality, executional support across a range of initiatives. This entry-level role is designed for an organized, detail-oriented professional who thrives in a collaborative, fast-paced environment a

Director, Member Experience & Service Excellence.The Director, Member Experience & Service Excellence is responsible for governing and continuously improving a consistent, hospitality-driven member experience across all channels while leading a high-functioning team of professionals.This role ensure

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!.The Digital Learning Specialist is responsible for the design and delivery of digital learning solutions that help every employee reach their fullest potenti

Knowledge of federal/state HR laws and compliance regulations, along with NCUA regulations and Credit Union policies. Leads the organization's talent acquisition strategy to attract, hire, and retain top talent in support of the Credit Union's business strategy, values, and culture. Ensure complianc

Director, Member Experience Operational Training.If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!.The Director, Member Experience Operational Training leads the design, delivery, and continuous evolution of

Bachelor's degree from an accredited institution or equivalent experience required.

Broadview is a federal credit union serving over 500,000 members across New York. Define and execute the enterprise AI roadmap, aligned to credit union business objectives across lending, member services, risk, and operations. Experience in financial services, particularly credit unions, community b

Job Description Empire Merchants North is the premier wine and spirits distributor in Upstate New York with roots going back to the end of Prohibition. With more than 600 dedicated employees and state-of-the-art facilities, Empire Merchants North has become synonymous with both service and quality and has earned the loyalty of more than 9,000 area restaurants, bars, hotels, nightclubs, and retail outlets. Empire Merchants North acts as a marketing agent for the brands that we represent and is proud to employ the most knowledgeable and well-equipped sales force in Upstate New York. We are seeking a high energy, motivated Sales Representative - Wine and Spirits (Moet Hennessy/Freedom Division) / Albany, Saratoga, and Warren Counties JOB DESCRIPTION - SALES REPRESENTATIVE Our Sales Representatives maximize the sales of supplier brands to the trade and consumer through effective territory planning, selling, merchandising, and communication that permits achievement of company and supplier objectives. RESPONSIBILITIES PLANNING AND PREPARATION A Sales Representative is required to plan times and activities to ensure achievement of company and supplier, volume, distribution, and merchandising objectives within the assigned territory by: I. Calling on accounts daily, by following an established and efficient route which ensures assigned accounts are visited and serviced in compliance with company frequency standards; keeping route sheets up to date; and developing positive customer relations with owners, managers, and all other account employees. 1. Analyzing the total territory and each account to determine the priority selling and merchandising opportunities., 2. Preparing and presenting professional sales presentations to the retailers that are tailored to current supplier programs and the needs of the customer., 3. Interact with ADS’, Supplier Representatives, and Promotional Agency Representatives to achieve said objectives., 4. Preplans are subject to change and review by management for coaching and counseling opportunities. SELLING A Sales Representative is required to deliver effective sales presentations that achieve company and supplier objectives as a result of: 1. Mandatory attendance at Company and/or Supplier sponsored training, i.e., training classes, wine education classes, etc., 2. Keeping up to date on company and competitive brand pricing, and all other pertinent information which includes knowing the features and benefits of supplier products and programs compared to competition., 3. Follow the principles of our Sales Skills and Fundamentals Training (Prepare, Present Effectively, and Activate your business)., 4. Presenting the portfolio and current programs you are responsible for in each account to increase salesperson's sales and generate maximum revenue and case volume., 5. Maintain and effectively use the monthly pitch or program book, tasting notes, sell sheets, and information from suppliers either in print or electronically., 6. Off Premise: • Obtaining the appropriate off-premise distribution of supplier brands, types, and sizes as directed by management, by communicating to all owners, managers, clerks, stock persons and anyone concerned with the sale of products. Obtain maximum sell-through by conducting staff trainings, achieving supplier shelf standards, adjacencies, facings, cold box presence, etc., • Gaining feature price, promotion, and display merchandising support from off-premise accounts by using sales trends, retailer inventory, and special activities (holidays, advertising, merchandising, displays, seasonal etc.). 1. On Premise: • Obtaining the appropriate on-premise distribution of supplier brands, type and sizes as directed by management by communicating to all owners, managers, beverage managers, bartender(s), wait staff, key kitchen personnel and all concerned with the sale of products to maximize business., • Gaining wine list presence, internal servicing skills, execution of wines-by-the-glass and features, conducting wait-staff trainings, gaining back bar distribution, and proper merchandising of the back bar. Obtain distribution support from on-premise accounts by using sales trends, retailer inventory and special activities (holidays, advertising, merchandising, displays and seasonal activities, etc.)., • Requesting permanent P.O.S. materials for accounts to ensure brand visibility and account dominance (e.g., bar rails, napkin holders, table tents). SUPPLIER/SUPERVISORY INTERACTION A Sales Representative is required to be familiar with all suppliers and their brands to ensure positive consumer reaction by: 1. Work with supplier representatives with 48-hour notice and/or company managers with 24 notice and booked during business days (Monday-Friday). These are supplier and/or supervisory accompanied workdays and are designed to train and teach the salesperson advanced selling skills and methods to assure their usage is being practiced and correctly presented., 2. Knowing their account needs and opportunities for each supplier work-with., 3. Represent our products, our company and our suppliers in a positive way while always maintaining a professional relationship with every supplier. This includes following up with accounts after a supplier work-with regarding any commitments made to those brands., 4. Sales representatives have the discretion on a work with to ride in their own car or with someone else. MERCHANDISING A Sales Representative is required to secure in all accounts, the effective presentation to the consumer, of all brands represented, in accordance with company and/or supplier merchandising standards by: I. Installing point-of-sale material within accounts. Coordinating with merchandisers to enhance our position on the floor, shelf, window, counter, and cold box. 1. Suggesting shelf/cold box resets that achieve supplier and company standards, 2. Working towards ensuring proper rotation of our products in accordance with State and Federal law to sustain sales., 3. Keeping accounts merchandised by organizing and voluntarily conducting in-store consumer wine and spirit tasting(s) on a rotating account basis., 4. Keeping current on which items are in stock and which items are out of stock for brands in our inventory and notify/inform accounts accordingly., 5. The sales representative will use any materials supplied by the Company and be responsible for said materials. RECORD KEEPING AND COMMUNICATION A Sales Representative is required to maintain territory and account records in accordance with company policy and provide information and reports as directed, by: 1. Being proficient in all electronic tools e.g., Diver and Liquid, with proper training., 2. Having available a defined agenda for all supplier work-withs., 3. Keeping management informed daily, on all aspects of their territory, which includes turning in accurate recaps in a timely manner., 4. The company reserves the right to add and/or delete forms and/or reports at its discretion to meet business needs., 5. Following standard company policies and procedures, 6. Submitting sales reports and performance goals to salesperson's manager as requested, i.e., POS, product, pre-sells, surveys, and performance results against goals, etc., 7. Collection of wine lists, cocktail lists and cordial lists in all accounts requested by management., 8. Maintaining adequate, well-organized inventories of P.O.S., sales tools, supplies and merchandising materials needed to support territory activities., 9. Attend and actively participate in sales meetings as directed by management in accordance with Collective Bargaining Agreement., 10. Maintaining professional relationship with all suppliers. Making proper use of supplier time during work-withs and reacting appropriately to all supplier work-withs. NEW ACCOUNTS A Sales Representative is required for all new accounts: I. To obtain and submit to the company's credit manager a signed and notarized credit application from the account at least 72 hours prior to submitting an opening order. 1. Determine with Field Sales Manager the account classification, 2. Obtain levels of distribution for on and/or off premises account per division standards, 3. Obtain sales tax certificate. MISCELLANEOUS A Sales Representative acknowledges and/or is required that: I. All reports, and surveys submitted must be accurate. There shall be no falsification of any report or survey. 1. To assure accuracy, understanding, delivery and receipt of all the Company's forms, including but not in limitation, review with commentaries, and field evaluations/work withs, are always to be dated and signed by the Company, and the Sales Representative will be entitled to add in writing their commentary with specificity if they disagree with any review or field evaluation at the time, they receive them. a. Sales Representative must know, understand, and adhere to all federal, state. local laws, rules, and regulations. 1. The failure (i) to meet the requirements of the job description; or (ii) to sign the company's forms will result in progressive disciplinary action, up to and including dismissal. COMPENSATION & BENEFITS Empire Merchants North offers a competitive compensation package including: • Commission-based / paid weekly. Eligible for sales incentives. Mileage reimbursement., • Paid Holidays. Health and Welfare Plan (medical, dental, vision, disability coverage, life insurance via Union benefits), 401K plan, PTO, vacation accrual, Flexible Spending Account, industry certifications (WSET), and more. QUALIFICATIONS • A clean, valid New York State Driver’s License is required., • Ability to obtain and hold a valid NYS Solicitor’s Permit, • Bachelor’s degree is preferred, • Minimum one (1) year of experience in the food/beverage industry is required; adult beverage experience preferred, • Maintains a safe and clean working environment by complying with procedures, rules and regulations. Empire Merchants North is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic. Empire Merchants North will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical or mental limitations of qualified employees and applicants with disabilities. If you are interested in applying and require special assistance or accommodations due to a disability, please contact our Human Resources department at 800-724-3960. Know Your Rights

You will deliver the Credit Union's mission to benefit every member, every time, every day.

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!.Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!.Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and