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Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 2515 South Rd Poughkeepsie NY 12601 Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kevin Caccomo Managing Director: • Time with NM: Began his career in 2012., • Prior Experience: Has held dual roles as a Wealth Management Advisor and member of the Poughkeepsie office leadership team., • Passionate About: Originally from Dutchess County, Kevin enjoys life with his wife and two sons. He is deeply committed to serving families in the community where he grew up.Araea Minnow Executive Director of Recruitment:, • Time with NM: Joined Northwestern Mutual in 2019., • Prior Experience: Leads recruitment and the interview process for the Mid-Hudson District Office within the Tronco Network., • Passionate About: Focused on connecting talented individuals with life-changing career opportunities. Araea lives in the Hudson Valley with her husband Matt and their two children, Levi and Leia.James Wong Director of Operations & Development:, • Time with NM: Joined Northwestern Mutual in 2020., • Prior Experience: Supports advisor training and development in the Poughkeepsie office and serves as Lead Financial Representative to Managing Director Kevin Caccomo., • Passionate About: Helping new advisors reach their full potential and guiding clients with integrity and purpose. James lives in Ulster County with his wife and three children.William Brammer Growth and Development Director:, • Time with NM: Started as an intern with Northwestern Mutual in 2016., • Prior Experience: Financial Advisor with additional responsibilities supporting advisor development. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Caccomo is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Role Responsible for fulfilling multiple branch functions including teller and platform services. Oversee teller operations, maintains records of vault, teller cash balances and general ledger accounts. Provides exceptional customer service, such as opening of accounts and assisting customer inquiries about bank products. Utilizes the Walden Savings Bank Sales and Service Model to identify cross-sell opportunities and refer customers to appropriate business partners. Assists Management with the ongoing training and development of teller staff. Reports to Assistant Branch Manager Major Duties and Responsibilities Provides a complete range of branch services, including opening new loans and accounts, processing teller transactions and cross-selling bank products, services and digital platform. Gathers customer information utilizing the needs-based sales approach. Opens and closes branch independently. Serves as a specialist on all Digital Banking solutions, connecting customers with a user-friendly digital experience through a variety of options. Ensures accurate processing of transactions including savings, loan and checking. Including but not limited to wire transfers, stop payment requests, savings bond transactions, cash advances and safe deposit box payments. Performs a higher level of services including complex transactions and customer inquiries. Oversees branch cash management. Focus on demonstrating the features and benefits of digital banking solutions in both in person and virtual settings and assist in overseeing cash management. Promotes products and services by referring customers to appropriate business partners based on customer needs and captures interactions using our customer relations management software. This includes but is not limited to loan, business and investment services. Assist supervisors in sales activities and research. Works with branch management to ensure tellers are following regulations, policies, procedures and branch security. Enforces the security program monitoring cash levels, teller differences and outstanding cash items. Responsible for daily, monthly and quarterly branch proof. Assist staff in locating discrepancies as needed. Works with branch management to provide on-the-job training for tellers including product knowledge, sales, service and compliance. Conducts weekly huddles with the teller staff. Provides feedback and recommendations to management on digital services and ways to further promote or improve what is offered. Remains up to date on product knowledge, bank services, policies, practices and procedures. NOTE: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Why join Walden Savings Bank? We are committed to providing our employees with ongoing development opportunities, personal fulfillment, and excellent benefits including: • Medical, Dental, Vision & Other Supplemental Health & Well-Being Options, • Benefits Available for Full-Time and Part-Time Employees, • Long Term Disability, • Life Insurance, • 401k with Employer Match In addition to a fun work environment and community-based employment, some of our benefits included: • Tuition Assistance up to $5,250, • Paid Time Off & Holidays, • Community Service Program, • Dress Down Fridays, • Flexible Schedules Available Depending on Position, • Ongoing Professional Development, Mentoring, and Cross-Training, • Employee Recognition Programs and Discounts, • Performance Based Pay Increase Opportunities, • Closed on Sundays! Knowledge and Skills Experience 2-3 years’ experience in the teller function, as well as sales experience, particularly in cross-marketing products and services. Proficiency with Digital Platforms. Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Other Skills Excellent sales, interpersonal and communication skills. Good understanding of financial products and services. Excellent attention to detail, computer and organizational skills. Ability to recognize customer needs in order to refer products. ADA Requirements Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in an emergency. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise. Mental and/or Emotional Requirements Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising the highest level of discretion on confidential matters. As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.