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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 Status: Full-Time/Non-Exempt Reports to: Director, Real Estate Lending Location: Rochester, Corporate Office Compensation: The starting hourly wage for this position is expected to range between $35.00-40.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. Schedule: Monday-Friday, 8:30AM-5pm Hours: 37.5 hours per week Position Overview The Senior Mortgage Underwriter is responsible for rendering credit decisions on mortgage and home equity loans in accordance with credit union policies and procedures and with secondary market guidelines. The Mortgage Underwriter also interacts with vendors, attorneys, members and realtors to ensure a quick and efficient approval and closing process. Essential Functions • Underwrite mortgages and home equity loans in accordance with applicable policies and procedures; issue commitments for such loans and clear loans for closing., • Cross sell credit union products, including non-real estate products. Participation in employee incentive program is required. Must meet or exceed sales goals established by management., • Monitor the status of mortgages and home equities in process. Follow-up with members, member's attorneys, appraisers, etc. in an effort to expedite the processing of applications., • Evaluate loan applications to determine eligibility, acceptability, and compliance with federal and state regulations, secondary market guideline and credit union requirements., • Examine property appraisals for compliance with federal and state regulations, secondary market guidelines and credit union requirements., • Superior analytical, organizational and problem solving skills., • Ability to work independently, analyze data, take and recommend appropriate actions with minimal supervision., • Coordinate with credit union real estate attorneys, PMI companies, investors and other vendors, when necessary, to facilitate mortgage approvals and closing., • Approve modification requests, subordination agreements, PMI removal requests and release of liability agreements when requested by members., • Prepare home equity commitments and home equity loans for closing., • Support mortgage department staff with member walk-in's and telephone contact., • Assist management with other various duties, as assigned. Other Responsibilities • Participate in special assignments and projects as requested by the manager. *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. Qualifications Knowledge & Experience: Applicants must possess the following qualifications or an equivalent combination of education and experience: • Education: Associates degree or equivalent combination of education and experience., • Experience: o A minimum of 5 years’ experience at a senior level in mortgage processing, underwriting and closing of mortgage loans. o A minimum of 5 years’ experience underwriting mortgage loans for secondary market investors. Skills • Ability to effectively communicate and interact with internal and external contacts including members, processors, loan originators, managers, staff, realtors, vendors and other clients. Other Skills • Ability to work with basic mathematical concepts such as percentages, ratios and fractions., • Ability to analyze complex data and determine., • Ability to define problems, collect data and draw conclusions., • Demonstrated ability to handle large volumes of work effectively and to work within prescribed deadlines., • Must be a licensed New York State notary public or be willing to take the necessary steps to obtain the notary public license within six months of hire., • Assist Training Department or other staff with mortgage or home equity education., • Government underwriting experience preferred. Working Environment • Must be able to sit or stand for extended periods of time in an office., • Must be available to work overtime when warranted. 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. Employment Expectation Perform all responsibilities in a manner that serves The Summit’s Mission “We’re here to improve our members’ lives” and upholds the credit union’s values of Respect, High Standards, Inspire, Integrity, and Care. Safe Work Performance Expectations We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program. 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.

Job Description DATE: June 4th, 2026 STATUS: Full time / Non-Exempt REPORTS TO: Branch Manager LOCATION: Rochester Region COMPENSATION: The starting hourly wage for this position is expected to be between $26.00-$28.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.50 hours per week SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30* *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month. Position Overview: Floating Senior Member Service Specialist The primary function of the Floating Senior Member Service Specialist (Sr. MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Senior Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Senior Member Service Specialist will be assigned to various branch locations, throughout the Rochester region. Essential Functions • Display excellent interpersonal and telephone skills being able to interact professionally and effectively with members face to face and over the telephone., • Promote and cross-sell credit union products and services that best suit our members’ needs., • Meet sales goals as determined by management., • Initiate contact with members to discuss unaddressed needs., • Ask for business referrals from satisfied members., • Develops member connections and increases member loyalty. Conducts new account follow-ups, utilizes cross-sell methods by creating opportunity, counseling members, etc., • Process member transaction requests accurately and efficiently. Transactions at the Sr. Member Service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc., • Research and resolve member questions, problems and complaints by either telephone, written correspondence or in person., • Ability to perform Head Teller Duties, such as directing daily activities of teller line (i.e. balancing, complete necessary logs)., • Maintain knowledge of daily operations of the ATM, including balancing, replenishment and maintenance., • Assist with the coordination of day-to-day operations of the branch in conjunction with the branch management., • Assist staff in accurately completing monthly tracking reports., • Assist in mentoring new Member Service Specialists., • Responsible for balancing daily work., • Adhere to credit union and departmental policies and procedures., • Work flexible schedule and overtime as requested., • Update and document information learned about members on the system. Other • Recommend changes to products/services as a member advocate., • Assume the responsibilities of Acting Branch Manager when directed by management., • Notarize documents when needed., • Participate in any special projects, as assigned by management., • Assist others in various duties upon management's request., • Work overtime when requested by management., • Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day. Qualifications Education/Experience: An equivalent combination of the following: • High School Diploma/Equivalency required., • Minimum two-three years’ prior MSS experience., • Prior leadership experience., • Excellent knowledge of credit union policies and procedures. Skills • Effective communication skills, including listening skills, to build relationships and member loyalty., • Excellent interpersonal skills to create positive member experience., • Ability to cross-sell products and services., • Strong attention to detail and excellent organizational skills., • Strong math and keyboarding skills. Working Environment • Must be able to sit and or stand for an extended period of time in a normal office environment., • Occasional lifting required. 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. Safe Work Performance Expectations We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program. 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 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;, • A thorough knowledge of all bank regulatory requirements What are general duties? Continuously solicits, negotiates, underwrites, and coordinates the closing of residential mortgage loans in compliance with Canandaigua 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 Canandaigua 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 Canandaigua 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 Canandaigua 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., • Consistently applies good decision-making techniques pertaining to inquiries, approvals, requests as they apply to existing policies and procedures, keeping within assigned approval parameters and using these instances as learning tools for employee development. 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 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 Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. • Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances., • Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required., • Markets and promotes PrimeLending's financial products;, • Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set., • Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers., • Collects and analyzes information regarding the customer's income, assets, investments or debts., • Advises the customer regarding the advantages and disadvantages of different loan products., • Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information., • Oversees the loan process by monitoring loan status and ensures conformity with terms., • Communicates loan status to all interested parties, and obtains loan documentation after closing., • Presents terms and conditions of loans with customers., • Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages., • Maintains a professional image and adheres to standards consistent with company policies and procedures., • May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s)., • Other duties as assigned., • High school diploma or equivalent and appropriate licenses as required by state., • Valid driver's license and current automobile liability insurance., • A minimum of 12 months loan originator experience required., • Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc., • Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written., • Ability to quickly assess and process large amounts of data and use of appropriate AU software technology., • Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts., • Continue to expand knowledge of issues influencing the industry and the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. PrimeLending, a PlainsCapital Company, is a people-first company on a mission to make the home loan process simple and stress-free. Since 1986, we've been working together as a team to support our customers, co-workers and communities and make a positive impact on all the lives of all we serve. Whether on the frontline working directly with customers in our branches or behind the scenes supporting our loan officers, our team members each play a vital role in delivering an outstanding customer experience. Award-Winning Culture Known for having an empowering, supportive culture, PrimeLending is a place where each individual has an important voice, can be themselves and thrives. Our organization exudes an infectious spirit of optimism and humanity, making PrimeLending a great workplace. • #7 2023 Energage Top Workplaces in the USA, • # 11 2023 Energage Top Workplaces in Financial Services, • Top 25 2023 Fortune Best Workplaces for Women, • Top 25 2023 Fortune Best Workplaces in Financial Services, • Top 50 2023 Fortune Best Workplaces for Millennials, • #11 2023 Fortune Best Workplaces in Texas, • Scotsman Guide 2024 Top Workplaces (Editor's Pick), • #7 2023 Dallas Morning News Top Workplaces Key Facts About PrimeLending • Established in 1986, • Part of Hilltop Holdings Inc. (NYSE: HTH) a diverse financial services company, • #11 2023 Top Retail Volume, Scotsman Guide, • #15 2023 Top Overall Volume, Scotsman Guide, • 400+ purchase, renovation, refinance and reverse mortgage products, • National lender with coverage in all 50 states, • 2023 Best-in-Class Lender in 4 categories by MortgageCX, • Branches located in 42 states, • 96% customer satisfaction rating, • 4.9 national average star rating on Google, • 22,000+ five star Zillow reviews PrimeLending's loan originators are the company's frontline establishing a local presence and driving growth one closed loan at a time. These dedicated mortgage professionals know how to collaborate with business partners, offer guidance, find solutions, meet deadlines, and ultimately help our customers become happy homeowners. If you're ready to join our team and unleash your unlimited potential, we're looking for doers, visionaries, entrepreneurs, and leaders who welcome the challenge. Contact us today or visit joinprimelending.com to learn more about how you can become a part of our winning formula. • Job Identification 31618, • Job Category Sales, • Posting Date 10/20/2025, 07:52 PM, • Job Schedule Full-Time, • Locations 3144 Winton Rd S, Rochester, NY, 14623, US (On-site), • Pay Range/Salary 15.50, • Work Hours 40, • Experience Level Mid Level, • Business Unit PrimeLending

Purpose: At Five Star Bank, our people are our greatest competitive advantage. As a Mortgage Loan Originator, you will drive productive sales and service activities, develop new business by educating existing and potential clients and exemplify Five Star Bank's HEART values. Actively promotes Five S

AnnieMac Home Mortgage is looking to hire a Mortgage Loan Originator II to assist one or more specific Mortgage Loan Originator(s) or Branch Manager(s) in delivering outstanding customer service to borrowers and realtors on loans that they originate. This role will work and train with Loan Originato

As a Mortgage Loan Originator, you will drive productive sales and service activities, develop new business by educating existing and potential clients and exemplify Five Star Bank's HEART values. Stays knowledgeable on Bank products and services and actively contributes to business development goal

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 c

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week. • Delivers an exceptional customer experience by acting with a customer-first attitude, • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations, • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships, • Influences, educates, and connects customers to technology, • Possesses initiative and knowledge to provide financial options for customers using a consultative approach, • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together, • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • 1+ year of experience in retail banking sales, financial services sales, consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results, • High school degree, GED, or foreign equivalent, • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire, • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training, • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs, • Ability to work branch hours including weekends and some evenings, • College degree or military equivalent, • Professional, thorough, and organized with strong follow-up skills, • Exude confidence with clients when sharing product knowledge and solutions, • Experience adhering to policies, procedures, and regulatory banking requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

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We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

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Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Shop Essentials Sales Representative.For more than 100 years, Snap-on Tools has made work easier for serious professionals performing critical tasks.We are currently recruiting sales professionals to join our field-based sales team as Shop Essentials Sales Representatives.Our field-based team member

Customer Service Representative.Car Wash Customer Service Representative.Location: 1672 Rt 9 Clifton Park, NY (located adjacent to Spare Time).Schedule: 2-3 weeknights (4pm-9pm) & weekends.About Us Hoffman Car Wash is a fast-growing car wash dedicated to providing excellent service and an outstandin

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Sales Representative Merchandiser (SRM).The Sales Representative Merchandiser (SRM) is responsible for maximizing sales and ensuring excellent in-store execution of Cordialsa USA products across assigned retail accounts.This role combines sales, merchandising, and customer service by planning store

Imagine your future with us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses.Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees.With our award-winning training and endless opport

The Inside Sales role is responsible for working collaboratively in a team oriented environment to provide the highest level of customer satisfaction, while maintaining speed and accuracy to secure orders.The sales support group provides a positive and fast paced dynamic which aligns to the overall

You will report directly to our sales manager and you'll work out of our Pittsford, NY office.In this role, you will impact the company by driving qualified leads and pipeline growth, contributing to revenue generation and business expansion.Your ability to optimize lead generation campaigns and pro

Technical Sales Representative.Neff is an industry leading automation solution provider selling best in class technology to manufacturers across a wide range of industries.Neff is growing and thriving and has been for almost a century.Our focus is providing innovative solutions, excellent services a

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Service Representative.County Waste, a Waste Connections Company, is looking to add a Customer Service Representative to our team in Clifton Park, NY.Schedule: Monday through Friday, 8:00am to 5:00pm.We are Waste Connections, an integrated services company that provides solid waste collecti

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Outside Sales Representative (Door-to-Door) Fiber Internet.Here at GoNetspeed, we believe in the power of connectivity.We believe that life doesn't wait for us to catch up.We believe that providing the fastest and most reliable Internet to the communities we serve means committing to the present an

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Do you have a passion for sales, great food, and building relationships?.JFS/Curtze Food Service is seeking a self-starting, people-loving District Sales Representative to join our growing team.If you're the type who loves meeting new people, has a knack for problem-solving, and enjoys the freedom o

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Building Materials Sales Representative.Milton Rents is seeking a Building Materials Sales Representative to join our growing team.The Building Materials Sales Representative provides comprehensive support to Inside and Outside Sales Teams and prepares accurate estimates and quotes for upcoming and

We are seeking a motivated and results-driven Sales Representative to join our growing sales team.In this role, you will be responsible for identifying and qualifying new business opportunities, engaging with potential clients, and setting the stage for long-term customer relationships.The ideal can

Sells and supports full line of products to assigned customers and explores new customer segments for expansion possibilities.Owns the relationship with assigned customer and assigned TM book of business.Prioritize solution selling to drive top-line growth.To accomplish this job successfully, an ind

Imagine a Sales Career So Rewarding, It Could Change Your Life.Picture this: You walk into a buzzing barbershop, alive with the sound of scissors snipping and clippers humming.You're here to meet with some of the best hairstylists and barbers in town, artists who live and breathe their craft.They tr

CONMED is seeking a Sales Representative to add to our highly talented Advanced Surgical sales force! Here is what we do, how we do it, who you will work with, and our why behind what we do here at CONMED.CONMED has been leading the development of cutting-edge surgical and patient care products sinc

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Customer Service Representative.With Raymour and Flanigan, you'll quickly learn that our core beliefs are about you! We believe that if we treat our associates well, they will treat our customers well.We will continually ask you to think outside of the box to raise the bar in our business and we wil