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Job Description We’re Hiring! Temporary Teller in the Capital Region (Troy, Schenectady) Needed Ready to make an impact and jumpstart your career in the financial industry? Arrow Financial Corporation is looking for an enthusiastic and customer-driven Temporary Teller to join our team in the Capital Region (Troy, Schenectady). This is an exciting opportunity to be at the heart of a dynamic financial institution, where you’ll provide exceptional service, manage transactions with precision, and play a key role in delivering outstanding customer experiences. If you're someone who: ✅ Provides excellent customer service to customers ✅ Excels in a detailed-oriented, regulatory environment ✅ Thrives in a fast-paced environment ✅ Desires an opportunity to build a strong foundation for a long-term career in banking Then we want to hear from you! ABOUT THE POSITION This role is temporary, but offers valuable experience, competitive pay, and the chance to be part of our Company. This is a great first step on the banking career ladder--many of our temporary tellers grow into full-time roles, which can lead to branch management. As a Temporary Teller in our Central Region, you will be responsible for performing a variety of duties not limited to processing customer transactions, responding to inquiries for information, and assisting colleagues and supervisors with functions relative to the daily operation of the branch. This Position is 40 hours a week Monday-Saturday. Our branch hours range from 7:30am-6:30pm Monday-Friday and 8:00am-1:30pm Saturday. This position is throughout the summer. Essential Job Functions ✔️Provide consistent, outstanding customer service by anticipating and responding to customer needs ✔️Process transactions accurately and efficiently ✔️Support sales efforts of Company; actively participate in Cross-Sell program and make referrals as appropriate ✔️Answer customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. ✔️Balance cash drawer and adhere to established cash limits ✔️Open deposit accounts for customers ✔️Adhere to requirements pertaining to branch security, fraud prevention and BSA; identify counterfeit currency and monetary instruments ✔️Adhere to applicable federal regulations and Company policies and procedures ✔️Able to travel, using reliable transportation, to various branches to meet operational needs ✔️Able to work rotating Saturday schedule What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications: High School Diploma or equivalent required 2 years of experience in customer service, cash handling, or retail sales preferred Skills/Knowledge: Strong communication skills, both written and verbal; comfortable communicating with customers, team members, and management Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism Ability to remain detail-oriented and follow procedures while providing excellent customer experience Demonstrated ability to complete multiple tasks while staying aware of surroundings Strong understanding of the importance of discretion and confidentiality; while demonstrating ethics and integrity Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environments, and competitive compensation. We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in recognition from the nation’s leading publications and bank-rating firms. The salary for this position is $20.00 per hour.

Who we're looking for** - 3+ years in personal finance, tax prep, bookkeeping, or wealth advisory - Expertise in one or more of the following: tax preparation (TurboTax or equivalent), budgeting systems (Mint, Monarch, Copilot), personal bookkeeping (QuickBooks), US tax rules, credit card and reward

Join an industry leader in employee benefits and retirement plan consulting. Reporting to the President, this position will be responsible for the execution of investment advisory services, encompassing due-diligence, investment selection, and ongoing monitoring for a large book of defined contribution retirement plan clients (401k and 403b plans), and certain non-DC institutional clients. The position holder will also contribute to the business strategy and ensure clear, effective communication of investment advice and commentary to both internal team-members and external clients and prospective clients. Expected to travel throughout NYS but based out of the Albany NY office. Bachelors degree in finance, accounting, business administration, economics or a related field is required. Masters degree preferred. 5+ years of related experience in the delivery of retirement and investment advisory services for institutions or individuals (private wealth services) including regulatory, industry, and investment knowledge. Series 7 and 66 or 65 licenses are required as well as SIE. Must be proficient in Microsoft Office, especially Excel and PowerPoint. Must have excellent relationship building skills with internal and external clients, be detail-oriented and possess superior analytical, oral and written communication skills including exceptional presentation skills. Travel within assigned territory to meet with clients and staff, typically several times per month.

In this role, you will be instrumental in building cutting-edge applications for financial advisors, leveraging both frontend and backend technologies, with a significant focus on Generative AI. Collaborate with product owners to translate complex user feedback into clear, actionable technical requi

Associate, Individual Tax Specialist.Join Goldman Sachs' esteemed Tax Policy & Research (TP&R) Group as an Associate, Individual Tax Specialist, where you will be at the forefront of delivering sophisticated tax counsel to ultra-high-net-worth individuals.This pivotal role offers a unique opportunit

Support the establishment of risk limits or risk tolerances, where applicable. Participate in risk data, innovation and transformation initiatives and partner with the business to ensure business reporting adequately covers current and emerging risk. Identify, analyze, measure, and report on risks,

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high-net-worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementati

A leading financial services firm is seeking a Business Development Officer for its Wealth Advisory team. Candidates should have a Bachelor’s degree, active FINRA licenses, and substantial experience in business development and wealth management.

Research Associate, Equity Research Department.Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks.The cornerstone of our approach to equity investing is our dedication to in-house research.Our on-the-ground pres

Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information s

As the Head of Business Management in the Global Alternatives Investment Solutions (GAIS) team within JPMorgan Asset & Wealth Management, you oversee and manage the GAIS Business Management Team and sit within the Finance and Business Management organization of JPMorgan Asset Management.This individ

Asset & Wealth Management Division:. Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive

A global leader in financial services seeks a skilled tax professional to handle complex individual tax returns and advise high net worth clients.Responsibilities include managing and developing a team, as well as collaborating with international tax specialists.Candidates must possess a Bachelor's

Goldman Sachs Ayco's Wealth Strategies group provides risk management solutions in support of advisors and clients across all segments of Goldman's Wealth Management business. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-e

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platf

Personal Injury Litigation Paralegal:. We are actively searching for a New York Personal Injury Litigation Paralegal that has a wealth of experience in both pre-litigation and litigation phases. We value the expertise that comes with the many years that a seasoned Paralegal can bring.

Job Title: Administrative Assistant (Asset & Wealth Management). We are seeking a highly organized and proactive Administrative Assistant with.

Reporting to the Global Head of Pricing, the Deposit Pricing Associate supports the Banking Practice by contributing to analytical projects and key business initiatives. Apply data-driven approaches to help create, refresh, and maintain pricing strategies for all deposit products in GPB's global dep

Executive Director, Private Credit Solutions Group Investment Specialist Team.Private Wealth Alternatives in the U.T market and represents an enormous opportunity for J.Morgan Asset Management (JPMAM).As a leading Alternatives institutional manager (over $500B AUM globally across real estate, infras

Collaborative Research & Support: Provide essential research support to Tax Policy & Research peers, fostering a collaborative environment dedicated to comprehensive tax analysis and strategic problem-solving across the group. Join Goldman Sachs' esteemed Tax Policy & Research (TP&R) Group as an Ass

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

As a Risk Management - Wealth Management Investment Risk Associate within the Wealth Management team, you will oversee the risk management of Managed Strategies across the Private Bank and Consumer Bank sectors. Identify risk issues in the business and assess risk in investment activities, recommend

Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree.

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.

Reporting to the Global Head of Pricing, the Deposit Pricing Associate supports the Banking Practice by contributing to analytical projects and key business initiatives. Design, build, and maintain advanced models and analytical workflows to evaluate the impact of pricing changes on book volumes and

Collaborative Research & Support: Provide essential research support to Tax Policy & Research peers, fostering a collaborative environment dedicated to comprehensive tax analysis and strategic problem-solving across the group. Join Goldman Sachs' esteemed Tax Policy & Research (TP&R) Group as an Ass

Job Description Are you ready to make a meaningful impact in the financial services industry? At New York Life, we're looking for a passionate and driven financial advisor who thrives on connecting with others and developing strategic, data-driven solutions. You'll have the chance to build long-term relationships and help clients achieve their financial goals while growing your own career. With our comprehensive training and development programs, you'll gain the skills and confidence you need to succeed. We provide all necessary study materials for licensing and professional designations through The American College, and substantial bonuses and incentives in your first year. Join us and let's navigate a rewarding path together, backed by the strength and stability of a Fortune 100 company. Compensation: $100,000 - $125,000 yearly Responsibilities: • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Experience in financial planning or a related field is a plus, but not required. We offer any and all training, education, and registrations/licenses., • Ability to analyze financial data and develop actionable strategies for clients., • Proven track record of building and maintaining strong client relationships., • Strong communication skills to clearly explain complex financial concepts., • Ability to identify and secure new clients through networking and referrals., • Interest in continuous learning and professional development in financial services. New York Life Insurance Company New York Life is a cornerstone of the financial services industry, with a 181‑year history, a Fortune 100 ranking, and the highest financial strength ratings available. We are seeking driven, entrepreneurial individuals who want to build a meaningful career backed by unmatched resources, training, and long‑term stability. Why New York Life? When you align with New York Life, you gain access to industry‑leading training, education, development, and mentorship designed to support your success from day one. What We Offer: • Comprehensive training and development program, • All required study materials are provided for licensing and registrations, • Bonuses paid upon completion of licenses, • Partnership with The American College, allowing advisors to earn professional designations at no cost or with 100% reimbursement upon passing, • 401(k) with company match, • Pension plan starting on day one

Job Description TITLE: Senior Relationship Banker LOCATION: Latham REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 35 ($21.00 - $32.60 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:15pm Position Summary: The Senior Relationship Banker’s primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service, primarily non-teller transactions, with particular emphasis on delivering quality customer service and consultatively recommending bank products and services. This position will act as a leader in branch sales while motivating staff towards sales goal achievement. Essential Job Functions: • Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services., • Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs., • Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs., • Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate., • Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration., • Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up., • Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management., • Demonstrates vigilance in detecting and reporting fraudulent or irregular activities., • Assists the branch manager in managing branch sales activity and mentors colleagues in pursuit of their sales goals., • Coaches, counsels, trains and develops branch staff in all aspects of their work., • In the absence of the Branch Manager and Assistant Branch Manager has the responsibility for all phases of the day-to-day operations within the branch, including but not limited to open/close procedures, override privileges and staff supervision. Education & Experience: • A high school graduate or GED required or current high school student anticipating graduation., • Retail and/or cashier/teller experience required, minimum of 1 year CSR experience preferred., • Minimum of 2 years of proven sales experience required., • Previous supervisory and or training experience preferred., • Ability to obtain NMLS license within 6 months of obtaining position., • Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.) Core Skills & Attributes: • Must have friendly, professional disposition and good communications skills., • Excellent customer relations and communications skills., • Active and articulate promotion of Pioneer products and services., • Must be able to type accurately., • Must possess basic knowledge of the Bank's cash handling & security policies and procedures.z, • Ability to work cooperatively with colleagues in a team setting., • Ability to professionally represent Pioneer to outside business and/or customer contacts. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Job Description POSITION: Wealth Operations Specialist LOCATION: Headquarters REPORTS TO: Senior Vice President – Wealth Management CLASSIFICATION: Full Time, Exempt PAY GRADE: EX55 ($62,400 - $85,000 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: Responsible for general office operations as well as providing sales assistance for Wealth Advisors and other licensed Sales Representatives through a variety of responsibilities, including but not limited to those mentioned below. Key Responsibilities: • Responsible for processing client paperwork received from Wealth Management personnel, as well as items received through the mail., • Maintains client database on Clientworks and Salesforce, ensuring information is up-to-date and accurate., • Composes and types routine client correspondence in a timely fashion., • Organizes and maintains file system, files correspondence and other records to meet regulatory and department requirements., • Receives and processes deposits and requests disbursements., • Assists in the generation of financial reports and preparing financial statements., • Assists Wealth Advisors with compliance requirements., • Answers and screens Wealth Advisors’ telephone calls and arranges conference calls., • Coordinates Wealth Advisors’ schedules and makes appointments., • Coordinates and arranges meetings, prepares agendas, reserves and prepares facilities, and records and transcribes minutes of meetings., • Assists with seminars by preparing presentation materials and coordinating customer and prospect mailings., • Calls clients for various reasons, including appointment confirmations and follow up., • Greets scheduled visitors and conducts to appropriate area or person(s)., • Helps clients with miscellaneous questions and scheduling of appointments., • Processes securities transactions when appropriate., • Assists in business development and partners with other lines of business to enhance the client experience., • Reads and routes incoming mail. Locates and attaches appropriate file to correspondence to be answered by Wealth Advisor., • Prepares outgoing mail and correspondence, including email and faxes., • Conducts research and compiles and prepares statistical reports., • Ensures compliance with all applicable federal and state laws and regulations., • Perform additional duties as necessary. Qualifications & Competencies: Education & Experience • High School Diploma or GED required., • Associate’s degree in Accounting, Business, or Finance desirable., • Current New York State Life & Accident & Health insurance licenses preferred., • Minimum of three years’ experience in a brokerage sales/service office required., • Current FINRA Series 6 and 63 Licenses preferred. Core Skills & Attributes • Outstanding oral and written communication abilities., • The ability to collaborate with coworkers., • The ability to represent Pioneer in a professional manner to outside business and/or customer contacts., • Excellent administrative skills., • Capable of designing tasks and managing resources to meet targets/goals. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Commercial Banking Coordinator interacts with employees within and outside department to provide quality service, solve problems and achieve goals. Working under occasional supervision performs clerical and administrative services for Commercial Loan Officer(s). • Prioritizes and organizes responsibilities to assure timely completion for all assigned duties., • Assist commercial bankers and other commercial coordinators with coordination of loan documentation, scanning of loan documentation and sending packages to Loan ops following loan closings, etc. Assist with the follow up of incomplete, incorrect or missing documentation as required by bankers and administrative assistants., • Creates and types memorandums, letters and other necessary documents for lenders., • Screens incoming mail and telephone calls and routes as required., • Establishes and maintains department files and records., • Prepares manual and computer generated reports., • Assures that assigned report and/or projects are completed in a timely and efficient manner., • Provides quality service to commercial loan customers e.g. receives and processes payments, responds to inquiries, etc., • Other department duties include research, organizing meetings, making reservations and special projects., • As an integral member of the Commercial Lending Department, this position is also responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. Qualifications • High School Diploma plus one (1) year of additional specialized education or equivalent., • Minimum of one (1) year of working with Commercial Bankers or one (1) year of paralegal experience required, • Typing, PC proficiency (with Microsoft Office Products and loan documentation software)., • Good written and oral communication skills, interpersonal skills, organizational skills., • Knowledge of loan forms, processes, and procedures with attention to detail., • Minimum of three (3) years office experience, with at least Two (2) years working with lenders., • All applicants must be 18 years of age or older.

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $50,000 - $70,000 Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description We are seeking a skilled and compassionate Phlebotomist to join our team. This role plays a critical part in patient care by expertly performing venipunctures and other specimen collections, ensuring the quality and accuracy of samples, and supporting the smooth operation of our laboratory. This position involves a blend of hands-on patient interaction, meticulous sample handling, and collaboration with a high-energy team. Key Responsibilities: • Perform blood draws with skill and care, ensuring patient comfort and accuracy., • Collect, label, and store specimens as per established protocols., • Execute specimen handling tasks, including centrifuging, freezing, and packaging for transport., • Verify all test requisitions with computer labels to maintain accuracy., • Explain procedures to patients courteously, assisting with specimen collections (blood, urine, fecal)., • Maintain a clean and safe work environment by performing decontamination and recording maintenance., • Follow all OSHA and DEP safety regulations and protocols., • Update and manage patient information with attention to detail., • Assist with troubleshooting, training, and recommending improvements to workflow., • Answer patient inquiries over the phone and provide laboratory results as needed. High School Diploma or GED required. Phlebotomy certification (state-specific if applicable). 2+ years of phlebotomy experience in a fast-paced lab or hospital setting. Proficient with Microsoft Office Suite. Demonstrated proficiency in venipuncture techniques using straight needles and butterfly needles.

Job Description TITLE: Business Banking Relationship Manager LOCATION: Headquarters REPORTS TO: Vice President – Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 – $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer’s market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: • Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients., • Manages, cultivates, and grows a portfolio of credit and deposit clients., • Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture., • Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments., • Acts as branch point of contact and resource for matters regarding commercial clients., • Effective in needs assessment and knowledgeable of the Pioneer’s products, services, and processes such that appropriate solutions are recommended to clients., • Sources, manages, and executes new and ongoing credit applications., • Identifies and executes opportunities for new and additional deposits., • Targets opportunities to introduce and implement cash management products to support clients’ key operations., • Contributes to Pioneer’s profitability by generating revenue from deposit growth, credit growth, and fee income., • Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery., • Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process., • Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies., • Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships., • Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community., • Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management., • Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer’s commercial and cash management products and activities., • Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: • Associate’s Degree required; Bachelor’s Degree in Business or Sales and Marketing preferred., • Three to five years of related experience in commercial banking, sales support, and/or bank operations., • Existing network of Capital Region business contacts and clients is preferred., • Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills., • Knowledge of deposit products, credit, cash management products, and ancillary bank services is required., • Strong and effective customer service skills with professional and courteous style of communication., • Must have access to transportation and ability to maintain a valid driver’s license. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Job Description The Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join Loan Services team as: Loan Services Specialist- Latham This opportunity may be perfect for you if you have experience in: Works Collaboratively in a team environment to support the accurate and timely servicing of loans Excellent Customer Service Skills with ability to resolve customer inquires Strong Attention to Detail and Task Prioritizations skills About this position: The Loan Services Specialist is responsible for a variety of functions in the Loan Services area including filing, updating systems, assembling documents and reports, and providing customers with accurate, timely information. Work closely with Loan Services Associate and unit to assess needs, complete projects, and perform tasks in support of the efficient and effective servicing of loans. This position is in office and sits at our regional office located in Latham, NY with periodic travel/training at our Headquarters in Glens Falls, NY. Essential Job Functions: Support and assist team members; work closely with management and unit to assess needs and determine level of assistance Perform various job duties and coordinate work tasks to ensure the efficient and effective servicing of loans Work on projects as needed to support department and Company goals Assist with problem resolution for both internal and external customer situations. Includes: identifying the problem, researching facts and solution options, and communicating resolution to reduce repeat situations, improving efficiency, and increasing customer satisfaction Assist with creating and updating procedures for job duties Other duties as assigned What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications: High school degree or equivalent experience required 2 years of experience required in banking or lending; experience in Loan Services preferred Skills/Knowledge: Ability to work independently and cooperatively with a team Strong organizational skills with ability to handle multiple priorities and meet strict deadlines Strong communication and customer service skills; comfortable interacting with customers, co-workers, and management Proficient with Microsoft Office Suite including: Word, Excel, and Outlook Physical Demands Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. Must be able to repetitively use a telephone and computer mouse and keyboard. Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays Medical, Dental, and Vision Insurance and Flexible Spending Plan Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership Education and Tuition Reimbursement Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms. The salary range for this position is $20.00 - $23.00 an hour commensurate with experience and education. Additional compensation may be earned through the Company’s annual bonus program, subject to individual and company performance. L1-st1

Job Description TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President – Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE SALARY: $50,000 - $60,000 annually AVAILABILITY: Monday- Friday 8:30am-5:00pm Position Summary: Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as Retail Banking, Commercial/Business Banking, Employee Benefits and Insurance to help clients meet their financial goals. In addition to these responsibilities, the consultant may also need to keep track of life changing events that could affect a client's financial plan and adjust the plan accordingly. It is important for the consultant to have a deep understanding of financial planning and be able to effectively communicate and work with clients to help them achieve their financial goals. Key Responsibilities: • Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions to sales opportunities., • Delivers personalized investment solutions to help clients work toward their short-term and long-term financial goals., • Identifies investment opportunities and recommends/refers investment options and insurance products to meet and/or exceed personal and branch team goals., • Takes a lead role in creating the Pioneer client experience with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities., • Develops Centers of Influence and referral sources by creating relationships with outside experts and professionals (for example, CPAs/Attorneys/Real Estate Agents) for the purpose of developing referrals., • Maintains current knowledge of Bank products and services., • Attends appropriate training and other continuing education to maintain any required licensing credentials or product knowledge. Education & Experience: • Has completed New York State Life and Health Insurance License, FINRA Series 7 and Series 65 or 66., • Two-year college degree in Business or related field required. Two years of recent retail banking experience will be considered in lieu of degree., • Three years’ experience selling investment products required., • Capable of making outbound calls and engaging in client facing activities., • Knowledge of Microsoft Office Suite, Teams, and Outlook desirable., • Must have access to reliable transportation and maintain a valid driver's license throughout employment. Must be able to travel on short notice to Pioneer Headquarters and other Pioneer offices, and to educational or networking events in the Capital Region. As an Equal Opportunity / Affirmative Action Employer, Pioneer 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 Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

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