Evans Bancorp, Inc. Jobs

Roles & Responsibilities: Hands on working experience of L2 End User Computing/Desktop Support. knowledge of Windows 7 & Windows 10/11 administration, Active Directory, Group Policies, Office/Microsoft 365. L1 Administration of Windows Server 2012 & 2016 Operating systems installation, maintenance, imaging & security patching Handling different types of printer related issues on day-to-day basis and installations of printers like Lexmark, Canon, HP, Zebra etc. Install, configure, test, maintain, monitor, and troubleshoot end-user and network hardware, peripheral devices, printing/scanning devices, presentation equipment, software, and other products in order to deliver required desktop service levels. Asset & inventory management Resolving issues for different applications like (Microsoft applications, Skype for Business, Citrix, Office 365 etc.) SLA Management, MIM, VIP User Support Vendor Management Ensure that incidents and requests are handled according to agreed procedures, policies and standards and enhance customer satisfaction by constantly elevating service delivery SLAs Prepare daily, weekly, fortnightly and monthly MIS reports pertaining to EUC domain. ITIL Foundation Certified and expertise in ITIL processes.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Salary: $17.00 per hour Who we are… At Heritage Financial Credit Union, we are focused on growth. When you begin your career at HFCU, we want to get to know you, your goals and your aspirations so that we can best support you with the necessary tools, resources and opportunities to help make possible the achievement of your hopes and dreams. Who you are… We are looking for candidates that are team oriented, have a passion for serving others, a positive attitude and a willingness to learn and develop. With a background in the retail industry, you're someone who isn't afraid to roll up their sleeves to help support the branch's goals and initiatives. You're a problem solver, who's always looking to share their thoughts, ideas, and improvements with the team. You are available to work a flexible work week, which includes some Saturday coverage. The role… As a Part-Time Teller with Heritage Financial, your main focus will be to provide outstanding service to our membership base. This includes assisting members with deposits, withdrawals, loan payments and more. You would act as a relationship manager to our members to help discover and identify their financial needs and refer products and services that can help them reach their goals. You take pride in your branch, making sure that your work station is clean, stocked and ready for any member interaction. Why us... Heritage Financial has been in the community for over 80 years. Throughout this time, we have worked diligently to create a culture of teamwork, superior service orientation, and open communication! We offer the opportunity for growth and development as well as competitive pay, flexible hours, paid time and holidays off, and health benefits! ESSENTIAL FUNCTIONS AND BASIC DUTIES Provide outstanding member service by accurately processing member transactions and actively promoting products and services. Transactions include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. Represent the Credit Union in a courteous and professional manner. Cross-sell credit union products and services. Process mail and night depository transactions. Create new member packets as needed. Ensure that teller station is properly stocked with forms, supplies etc. Perform member service responsibilities; answering questions and requests, researching and resolving member issues, etc. Assist Branch Supervisor/Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. Recommend changes, workflow, efficiencies and quality. Meets or exceeds goals as outlined. Performs additional duties as assigned. PERFORMANCE MEASUREMENTS Performance is measured against the core competencies as outlined by the position and against goals established by the supervisor. Requirements EDUCATION/CERTIFICATION: High School Diploma or GED plus two years customer service and cashier experience; or a comparable combination of education and experience. EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office. SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills.

G2 Investment Partners G2 is an opportunistic long-short equity strategy focused on small-mid cap stocks with market caps that generally range from $150mm - $2bn at the time of investment. G2 is managed by Josh Goldberg. In our opinion, our unique defined research process, which incorporates a combination of quantitative screens and rigorous fundamental research, enables us to identify companies in the small-cap universe, which are often misunderstood and mispriced by Wall Street analysts as they are anchored to their previous forecasts and estimates. The Manager's ability to generate alpha through short selling has been demonstrated across business and market cycles. G2 understands the importance of stringent risk management and employs controls on both the security and portfolio levels. Core Responsibilities Analytical Skills and Modeling: Conduct thorough analysis of U.S. small-cap companies across various sectors, with a particular focus on software, leveraging experience where applicable. Develop comprehensive research insights and investment theses offering unique perspectives and actionable recommendations. Create and maintain detailed financial models to support investment decisions. Engagement and Communication: Engage frequently with company management teams to gather insights and build relationships. Communicate investment rationales and sector insights effectively to team members. Robust communication with the team; formal weekly meetings to discuss ideas and theses. Independent research environment requires ability to work autonomously and as part of a team. Industry Expertise: Maintain a nuanced understanding of competitive landscapes, sector-specific trends, management styles, and business structures. Proactive Monitoring and Participation: Proactively monitor covered companies, promptly identifying and communicating important developments. Attend industry events and conferences to stay updated on market trends. Ideal Candidate Qualities Investment Acumen: Demonstrated expertise in buy-side investing in the small-cap space with a passion and background in the software sector. Ability to identify mispricing and valuation discrepancies, and make data-driven investment recommendations. Collaboration and Influence: As part of a small team, each member is extremely valuable. This means that you can thrive in a collaborative environment, contribute unique insights and challenge conventional investment views. Growth Mindset: Adaptable and open to continuous learning and evolution within the investment landscape. Perpetual development, whether a new industry, or innovating and anticipating the future trends in the software/technology sector. Intellectually curious, passion for your work, desire to work with the best. Additional Requirements Experience: 5-10 years of relevant experience. References: Outstanding references from previous employers. Location: Rockefeller Center, New York Compensation: Top decile compensation for top decile performers. *Base pay ranges from 125K - 250K, commensurate with experience, plus discretionary bonus.* Please send resumes and cover letters, or referrals to ***********************. We look forward to hearing from you.

Risk Services Consultant: NY Construction Program (HYBRID) PURPOSE: Gramercy Risk Management (“GRM”) is seeking a Risk Services Consultant to join our expanding risk management department. This Full-Time position is designed to identify, measure, and mitigate risk in Gramercy's New York Construction program by supporting our risk transfer practice and conducting site inspections in the Long Island- NYC area. This position will expand to other Gramercy programs. The successful candidate will bring strong time-management and relationship-building skills, a critical client focus, attention to detail along with the required education, technical/IT skills and work experience and knowledge of subcontractor insurance requirements, agreements, and insurance certificates. This is a hybrid role with a minimum requirement of 3-days working in the office. This position supports our successful NY Construction Insurance Program (NYCON), which consists of trade contractors and general contractors. NYCON provides auto, general and umbrella liability, property and inland marine coverages. DUTIES AND RESPONSIBILITIES Manage third-party vendor loss prevention inspection information, data collection, and client communication (assignments, recommendations, responses). Ability to review and analyze insureds' subcontractor insurance requirements, downstream contracts, policies, and insurance certificates. Generate recommendation letters to improve risk transfer language. Follow-up for responses. Conduct basic field loss prevention visits for Gramercy Risk insureds. Generate recommendation reports when needed. Evaluate insured safety programs, recognize, monitor, and make recommendations to rectify job site safety hazards. Assist in researching and writing risk management newsletter articles. Assist in distributing newsletters, risk advisories and risk management articles. Assist with new projects and business development efforts. Work with underwriting, claims, IT, and management to provide risk management subject matter expertise in the development of new risk management software solutions for the company. Build and maintain working relationships with company producers, insurers, and other business units within the company. Efficiently organizes work and manages time to schedule. REQUIREMENTS 3-7 years of relevant experience working independently in Risk Transfer, and Loss Prevention. Examples are required. Familiar with ISO property and casualty coverage forms. Solid computer skills with proficiency in MS Word, Excel including pivot table skills and PowerPoint). College degree required. Professional designation is strongly encouraged, ASP, CRIS, ARM An up-to-date OSHA 30-Hour card is a plus. Strong communication skills, detail oriented and excellent time management skills. Ability to multitask, ability to work collaboratively on a team and interface effectively within the company. Excellent verbal and written communication skills, detail orientated and possess excellent team building. Interfaces effectively with management, insureds, account teams and partners. Must have a valid driver's license with a clean driving record. GRAMERCY RISK MANAGEMENT Gramercy Risk is a rapidly growing New York-based property & casualty insurance company focused on developing and managing programs for specialty classes of business. We take pride in our comprehensive and integrated approach to analyzing and managing risk. Gramercy has extensive in-house experience in the areas of underwriting, claims and litigation management, loss control and risk management, regulatory and compliance, coverage analyses, and business management. The compensation package includes salary commensurate with levels of skills and experience, a comprehensive benefit package including but not limited to: Medical Dental/Vision- Employer paid premium STD, LTD, Life Insurance 401k with employer match Generous PTO and 12 paid holidays Summer Fridays between Memorial and Labor Day

Job Purpose & Objectives Provide operational support to the Equity business and other Global Markets areas, including trade capture, desk support, client service, P&L reporting, cash management and break reconciliation. Key Responsibilities Ensure accurate trade capture and confirmations are sent to clients of various flows Reconcile breaks between frontend systems and backend data. Resolve any trade discrepancies with various parties (trading desk, client, broker, settlement…) Perform trade reconciliations and follow-up on any discrepancies Perform regulatory reporting where necessary Work with front office and IT to enhance system functioning Report on performance and potential issues to direct management, and more generally support management as and when required Job Specifications Qualification & Experience Bachelor degree Minimum 3 years' experience working in an investment banking middle office Knowledge & Skills Product knowledge in US/APAC equity derivatives Strong interpersonal skills Strong risk and control mind-set Language Fluent in English Spanish a plus Other Skills (e.g. Interpersonal, Communication etc) Strong interpersonal and communication skills Customer-oriented Able to work in a matrix reporting structure, multi-functional and cross-cultural environment Well-organized and meticulous in details Ability to work under pressure A team player High integrity Requirements Obtain SIE and Series 7 within 6 months Complete NFA Long Track Proficiency Exam All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $135,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Assistant Branch Manager - Central Valley 273 NY 32 Central Valley, NY 10917 Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. POSITION DESCRIPTION Position Title: Assistant Branch Manager Department: Retail Banking Classification: Exempt Salary Range: $58,000 - $65,000 annually, plus monthly incentives, depending on experience REPORTING RELATIONSHIPS Position reports to: Branch Manager Positions Supervised: Retail Banking Staff POSITION PURPOSE The Assistant Branch Manager will effectively lead all employee development, operational tasks and processes within the designated Retail location in support of HFCU's Great Worthy Cause. Lead, motivate, and develop a team to successfully attain monthly and annual goals, and ensure all service standards are adhered to, both internally and externally. Create a work environment where employees are engaged, encouraging ownership of professional development and team collaboration. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Demonstrate understanding of HFCU's Mission, Vision and Core Value's, along with expertise in HFCU's products and services, including all available tools and resources to effectively support the management of the team. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU's Relationship Building Model, and individual performance development through monthly 1X1s. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Human Resources and HFCU's training and development efforts. Consistently work with the Retail Regional Manager to develop an appropriate succession plan. Effectively communicate with department leaders and peers to develop a network of support and collaboration. Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles, and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership. Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assist in recruitment efforts as needed. Partner with the Retail Regional Manager to assume responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed. Proactively plan activities to aid in the attainment of monthly goals. Partner with the Retail Regional Manager to plan sales attainment efforts, and coach and develop team members to successfully participate in such efforts. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information. Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Maintain a safe and sound work environment adhering to all audit and security expectations. Participate in organizational team projects, representing Retail in a professional and competent manner. Performs other duties as assigned. Requirements Education/Certification: Bachelor's degree plus one to three years' experience as a Branch Supervisor; or a comparable combination of education and experience. Notary License required or within 6 months of hire. REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Experience Required: Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee management and development, project and team participation, and community development. Experience using P.C. based software including Microsoft Office. Skills/Abilities: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration. Ability to project a professional appearance and positive attitude at all times. Bilingual a plus. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status

Financial Service Representative - Montgomery Montgomery, NY - Retail Banking Join a Purpose-Driven Team at Heritage Financial Credit Union, where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. POSITION DESCRIPTION Position Title: Financial Service Representative Department: Retail Banking Classification: Non-Exempt Salary Range: $20.78-$24.43 an hour depending on experience, plus incentives REPORTING RELATIONSHIPS Position reports to: Branch Manager Positions Supervised: None POSITION PURPOSE Responsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union's products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and, in the process, find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future. ESSENTIAL FUNCTIONS AND BASIC DUTIES Maintain knowledge of all credit union products and services; Cross-sell credit union products and services that meet member needs; deposit products, IRA's, consumer and real estate, electronic services, insurance, investment services, etc. Maintain or surpass sales performance standards to enhance the member experience Must meet or exceed sales goals. Consistently exhibit and enhance the sales and service skills that the credit union has adopted for all member service contact, sales and service culture Assist members in completing the following transactions as needed: deposits, withdrawals, loan payments, transfers, check cashing, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. Assist Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. Run and analyze credit reports and counsel member on improving score, if applicable, and recommend products and services to assist member in building/maintaining a strong financial future. Perform member service responsibilities; answering questions and requests, researching and resolving member issues to completion, etc. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. Adhere to and help enforce all security procedures as well as departmental policies and procedures. Assist in training and developing new and current employees. Perform file maintenance and account changes, as needed. Complete required reports and maintains records accurately and promptly. Consistently recommend changes, workflow, efficiencies and quality. Keep Supervisors/Managers informed of area activity and of any significant problems or concerns Actively attend and participate at meetings, as required. Support all internal sales contests and product promotions. Always be a positive role model and advocate for the credit union. Work overtime if requested by management. Assist branch management with any other duties, as assigned. Requirements EDUCATION/CERTIFICATION: 2-year college degree preferred plus three to five years' experience in sales and/or financial counseling; or a comparable combination of education and experience. REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office. SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills. Excellent communication and listening skills. The ability to prioritize and manage multifunctional tasks. Bilingual a plus. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

Install, configure, and maintain SAP systems (ECC, S/4HANA, BW, SolMan, etc.). Perform system monitoring, troubleshooting, and performance tuning. Manage user access, roles, and authorizations. Handle SAP transport management and backup/recovery processes. Support system upgrades, patches, and migrations. Collaborate with functional and development teams to resolve system issues. Proficiency in SAP BASIS, S/4HANA, and SAP Business Technology Platform (BTP) is essential. Knowledge of SAP ECC, NetWeaver, HANA Database, and Cloud Integration is a plus. Strong analytical and problem-solving skills to troubleshoot and resolve technical issues. Ability to work effectively with cross-functional teams, business users, and technical stakeholders. Excellent verbal and written communication skills for documentation and stakeholder engagement. Plan and implement SAP S/4 upgrades (kernel, SPS, EHP, patches) and new implementations as required.

JOB TITLE: Principal, MidCap Product Specialist Reporting to: Steve Curwin, CEO of MidCap Financial and Akila Grewal, Partner, Global Head of Product Specialists, Apollo MidCap Financial and Apollo are seeking an experienced Credit Product Specialist with a strong understanding and focus on middle market specialty finance to join its expanding team of Institutional Product Specialists. Key responsibilities include: PRIMARY RESPONSIBILITES: Lead communication, engagement, and relationship building efforts with clients to drive AUM growth for MidCap Financial. Responsible for driving the scaling of key relationships to maximize fundraising outcomes across MidCap's product suite, including MidCap Sidecars and BDCs. This role may also include products from other Apollo lending platforms, where appropriate. Strive to increase client touchpoints and product ecosystem intimacy with clients to enhance MidCap's brand/strategy awareness. In partnership with sales and investment teams, serve as “PM surrogate” in front of investors, with holistic accountability for AUM growth. During fundraising periods, be on the road with and without investment professionals, utilizing fixed income product expertise to drive investors to fulsome diligence and closing. Partner with Product Management team to coordinate the appropriate coverage for a range of investor dialogues, capitalizing on cross‐selling opportunities. Provide feedback on portfolio‐ driven content crafted by product managers. Participate in relevant fund ICs to inform product knowledge and shape pitch. Provide idea generation and perspectives to ensure marketing materials (i.e., pitchbooks, white papers), reflect product perspectives, market intel, and client requirements. Possess a track record of leading dialogue with sophisticated institutional investors and positioning fixed income strategies in a compelling and differentiated manner. Participate in events and conferences to stay up to date on market trends and regulatory changes pertinent to the middle market specialty finance industry. PROFESSIONAL REQUIREMENTS & PERSONAL CHARACTERISTICS: 10+ years' experience Bachelor's degree with an excellent academic record Extensive client and/or investing experience required Significant amount of travel required, with an expectation of 80% client facing Understanding of alternatives as a product suite Driven, commercial, self‐starter with a strong work ethic and entrepreneurial predisposition Strong team player with excellent interpersonal skills Ability to work and communicate with a wide variety of internal and external constituents Strong writing skillset, strong analytical and quantitative skills Uncompromising integrity and professionalism Capacity to discreetly handle sensitive and confidential information

Wealth Management Advisor When getting started on Wall Street it's important to join a firm that will give you the most opportunities for success. The Wealth Management Advisor program will get you started in a difficult yet lucrative career. We're going to sponsor and pay for your licenses (Series 6/7, 63/66), and teach you how to work with Business Owners, Families, and Individuals (No previous finance experience required). Think about a goal that you've accomplished; whether it was helping your team win a championship, paying off debt, or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel both for you and your clients. Wealth Management Advisors with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities. You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future. A CAREER WITH ENDLESS OPPORTUNITIES. This is a commission-based career which includes stipends, training allowance and bonuses. Tri-Harbor hires you under a W-2 statutory employee contract with full benefits. Our contract allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial advisors are making on average $130,048 in years 1-4, and $627,247 on average 5+ years. What's the catch? The first years can be tough as you're learning the business. But the trade-off is that you get to define what success looks like. Desired Skills and Experience Bachelor's degree Required Preferred: Ivy League Undergrad | College Athletes | Entrepreneurs Relationship building, communication, sales, negotiation, or client-facing skills History of professional success: career changers, business owners, traders Additionally, Northwestern Mutual is committed to offering its Wealth Management Advisors a comprehensive compensation and benefits program as well as: Leadership Opportunities Access to one-on-one Mentorship Personal Assistant Sponsorship of Licensing/Credentialing Development Stipends Expense Allowance Comprehensive Medical Coverage (Dental and Vision included) Retirement Package; Pension Plan

At OneMain, the Branch Collections Specialist contacts customers to help them succeed in resolving their financial obligations by arranging for repayment or settlement of account balances. Branch Collections Specialists focus on our existing customers who have long-term relationships with OneMain. In the role Responsible for high volume collectionsactivities to achieve delinquency goals for an assigned branch Work with customers in a consultative manner, negotiating (including renewing the loan) to resolve account matters Commitment to excellent customer service with the ability to prioritize and manage multiple responsibilities Ability to overcome objections and utilize strong negotiation skills to resolve customer delinquencies REQUIREMENTS: HS Diploma/GED Preferred: Collections or Customer Service experience Bilingual Location: On Site Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, weve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, were committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. Theres never been a better time to shine with OneMain. Key Word tags Collections, Delinquency, Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Finance, Full-time, Career, Benefits, Customer Experience, Financial Representative, Credit By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs. See OneMain Financial Privacy Policy at ************************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************

Commercial Bank in Midtown, Manhattan is seeking a Chief Credit Officer! Responsibilities: Responsible for managing the risk associated with a bank or lending institution's loan portfolio. Overseeing the design, execution, and communication of credit risk management policy, including the approval process, administration, and portfolio analysis Ensuring the quality and profitability of the loan portfolio Ensuring compliance with all applicable state and federal banking regulations Establishing and developing credit, collection, and fraud policies and objectives Overseeing loan procedures and the loan approval process Developing risk management and scorecard analytics Ensuring all internal documentation is in compliance with government regulations Acting as the principal spokesperson for the lending function Qualifications: Bachelor's Degree Experience with CRE, C&I including ABL, capital call, structured finance, warehouse loans, At least 5 years as a CCO is required

Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. GROUP DESCRIPTION: Jefferies' Municipal Finance Group currently employs more than 100 specialists focused on the municipal bond market and dedicated to structuring, underwriting, selling and trading municipal securities. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others. With public sector and industry expertise, Jefferies is a market leader in municipal finance, with core regional focuses and an expertise in the following sectors: airports; general government tax-backed; healthcare; higher education; housing and real estate; primary/secondary education; public power and energy; public-private partnerships; securitizations; state revolving funds; transportation; water and sewer; and project finance. PRIMARY RESPONSIBILITIES: The Municipal Finance Group is actively looking for an experienced Associate or Vice President. This position will support senior bankers and rapidly assume significant responsibilities, beginning to lead client coverage and lead senior managed transactions. Associates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks. Desired Skills and Experience Strong past experience in the public finance industry Desire to be actively involved in client coverage Desire to lead transactions Strong technical, written and verbal communication skills Demonstrated ability to multi-task, managing a variety of transactions and projects simultaneously and sometimes managing conflicting priorities Resourceful self-starter, able to work autonomously and as team player Detail-oriented and organized Excellent interpersonal skills QUALIFICATIONS: Must have at least two years experience in a public finance banking role (or similar - e.g., financial advisory firm, issuer, rating agency, etc.) Must have completed a four-year Bachelor's degree or equivalent program Strong proficiency in Microsoft Excel, Word and PowerPoint Demonstrate professionalism and client management skills At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law.

We are seeking an experienced Mortgage Underwriter with proficiency in both conventional and government loan programs. The ideal candidate will possess a thorough understanding of mortgage lending guidelines, strong analytical skills, and the ability to make sound lending decisions while adhering to regulatory requirements. Key Responsibilities Review and analyze mortgage loan applications to ensure accuracy, completeness, and adherence to underwriting guidelines for both conventional and government loan programs (FHA, VA, USDA). Assess borrower's financial documents including income, assets, credit history, and employment to determine creditworthiness and risk. Evaluate property appraisals and collateral to ensure they meet lending requirements and guidelines. Calculate debt-to-income ratios and other financial metrics to assess borrower's ability to repay the loan. Communicate effectively with loan officers, processors, and other stakeholders to obtain additional information or clarification on loan files. Issue loan approvals or denials based on underwriting findings, providing clear and concise explanations for decisions. Stay updated on changes in mortgage lending regulations, underwriting guidelines, and industry trends. Collaborate with compliance and risk management teams to ensure loan files are in compliance with regulatory standards and company policies. Qualifications Bachelor's degree in Finance, Business Administration, or related field preferred. Minimum of 3 years of experience as a mortgage underwriter, with a focus on both conventional and government loan programs. Strong knowledge of mortgage lending regulations, guidelines, and best practices. Proficiency in using underwriting software and mortgage industry tools. Excellent analytical and problem-solving skills with keen attention to detail. Effective communication skills, both verbal and written, with the ability to convey complex information clearly and concisely. Ability to work efficiently in a fast-paced environment and manage multiple priorities. Certification as a Mortgage Underwriter (e.g., NAMU, NAMP) preferred. Experience working with automated underwriting systems (e.g., DU, LP) is a plus. Demonstrated commitment to maintaining confidentiality and integrity in handling sensitive borrower information. This job description is intended to convey information essential to understanding the scope of the position and is not exhaustive. Responsibilities and duties may be modified or added as needed.

The Accounting Manager is responsible for overseeing the financial reporting, cash management, external reporting, and tax compliance for the three entities within the division. This role ensures the accuracy and integrity of financial data, supports business operations through timely reporting, and ensures compliance with all regulatory requirements. They will lead and develop a team of two senior accountants, ensuring efficiency in day-to-day financial operations while continuously improving accounting processes and internal controls. This role will support our underwear, loungewear, and intimates businesses involving industry leading brands and retailers, and it is a great opportunity for career growth Responsibilities: Daily Accounting Operations: Oversee the accounts payable (AP) process, ensuring invoices are properly coded, verified for accuracy, and paid on time to maintain strong vendor relationships. Monitor daily cash flow to ensure sufficient liquidity for operations. Ensure bank transactions are recorded and reconciled accurately. Coordinate with the accounts receivable (AR) team to ensure customer payments are applied and recorded correctly. Maintain proper documentation and compliance with internal controls for all accounting processes. Month-End Close & Financial Reporting: Lead the month-end close process, including preparation and review of bank reconciliations, expense accruals and allowance, prepaid expenses, inventory valuation, payroll and benefits, rent and fixed assets intercompany transactions, royalties and financial income. Prepare and review monthly financial statements (Income Statement, Balance Sheet, Cash Flow) and provide analysis for senior management. Ensure compliance with external reporting requirements for third parties. Year-End Close & Compliance: Lead the year-end close process, ensuring all accounts are reconciled and prepared for external audits. Serve as the key liaison for external auditors, preparing necessary schedules, documentation, and providing financial analysis. Oversee tax-related filings, including sales tax, property tax, and corporate tax, in coordination with external advisors. Prepares year-end financial reports for stakeholders. Team Management & Development: Supervise, mentor, and develop two senior accountants, fostering a high-performance culture. Allocate workload effectively and establish priorities to meet reporting deadlines. Conduct regular performance reviews, provide constructive feedback, and support professional development. Promote a continuous learning environment, ensuring the team develops skills that align with the company's growth strategy. Process Improvement & Internal Controls: Assess and enhance accounting policies, procedures, and systems to improve efficiency and accuracy. Ensure compliance with GAAP and regulatory requirements. Implement and monitor internal controls to safeguard company assets and mitigate financial risk. Qualifications: Bachelor's degree in Accounting, Finance, or a related field (CPA or CMA preferred). 5+ years of progressive accounting experience, ideally in a CPA firm and /or wholesale, manufacturing, or consumer goods environment. Strong knowledge of GAAP, tax regulations, and internal controls. Experience in financial statement preparation, month-end close, and external audits. Prior experience managing or mentoring a team is a plus. Proficiency in accounting software (SAP, or similar ERP systems). Strong Excel skills (pivot tables, VLOOKUP). Experience with financial reporting tools and business intelligence platforms is a plus. Strong analytical and problem-solving skills, with attention to detail and accuracy. Excellent organizational and time management skills, able to manage multiple priorities and deadlines. Effective communication and interpersonal skills, with the ability to collaborate across departments. Proven ability to lead and develop a team, fostering a culture of accountability and continuous improvement. A proactive and adaptable mindset, with a continuous improvement approach. Annual salary starting at $100,000 The disclosed salary range is commensurate with experience and does not reflect the total compensation package. Our associates have access to other valuable benefits that our Human Resources team is happy to share with candidates during the interview process.

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) Identifies business opportunities Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits Engages in strategic planning with other team members on client matters Interacts regularly with the Complex Business Development Manager Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals Takes accountability for optimizing business practices while adhering to best business ethics and practices Seeks opportunities to grow business by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members Stays attuned to updates and enhancements to firm products and policies Client Engagement Actively engages clients and prospects to build relationships, identify needs and review investment goals Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns May regularly accompany senior team members to engage with clients to educate about the firm's services and products Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Strong understanding of applicable compliance rules, regulations and firm policies Ability to interact and communicate effectively with colleagues and clients Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports To: Business Service Officer Expected base pay rates for the role will be between $50,000 and $105,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are seeking a strategic and dynamic leader to join as the Global Head of Investment Banking, Business Section & Conflicts. This role is responsible for overseeing and managing strategic decision-making and conflict resolution across our global investment banking operations. The individual will provide executive leadership in managing complex conflicts of interest, ensuring compliance, and driving the long-term success of the firm's business strategies. The ideal candidate will possess deep industry expertise, strong leadership capabilities, and an unparalleled ability to influence and align internal and external stakeholders at all levels. The individual will interact on a daily basis with investment bankers as well as with various functions within Investment Banking (legal, compliance, finance, business operations). Primary Responsibilities: •Lead the firm's efforts in terms of monitoring and managing potential client conflicts that could arise in the course of conducting our investment banking activities across all groups and geographies •Work with our IT team to develop and maintain an automated system to gather information on banker activities to flag potential issues •Serve as coordinator with legal, compliance, banking teams and the conflicts committee when a potential conflict is identified that needs to be addressed •Oversee internal policies, standards and procedures regarding conflicts, as well as periodic training of Jefferies professionals •Report directly to M&A Leadership and the firm's General Counsel Required Background: • Extensive experience (8-10+ years) as an Investment Banker or with Investment Banking, Business Section & Conflicts • Proven track record in overseeing complex, high-value situations and managing critical conflict situations •Strong knowledge of investment banking workstreams •Resourceful self-starter, able to work autonomously and as a team player with all levels of staff •Bachelor's degree from an accredited college or university plus relevant investment banking experience •Currently living in New York or willing to relocate Desired Experience / Skills: •Ability to exercise sound judgment, handle confidential information and situations •Demonstrate professionalism, client management skills and high ethical standards •Excellent written and verbal communication skills •Detail-oriented with exceptional critical thinking and problem-solving abilities •Resourceful self-starter; able to work autonomously •Demonstrated team player and leader The salary for this role is $300,000-$400,000. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Investment Banking Summer Internship Programs in the Financial Institutions Group (FIG): Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in the Financial Institutions Group. They feature invaluable tools and training conducted by pillars of Wall Street focused on modeling, valuation, and financial accounting. Networking opportunities with colleagues, both in Investment Banking and across other businesses at Cantor Fitzgerald, provide ample opportunities for career development. Summer Interns will be able to work on projects across different FIG verticals and products, such as Mergers & Acquisitions Advisory, IPO Offerings, Debt Capital Markets, and more. Throughout the program, they will be staffed on pitches, live deals, and other long-term projects supporting our client-calling efforts. Whenever possible, summer interns are invited to travel to client meetings. In addition, exposure to the same type of work as full-time junior bankers, which includes, but is not limited to: Preparing a company overview, annotated stock price chart, and Wall Street analyst summary Learning how to select the appropriate trading comparable and precedents, as well as understanding how to spread a comparable trade, including looking at the cash, debt, and shares outstanding Conducting client due diligence Becoming familiar with the different valuation methods, including DCF and LBO analysis Preparing offering memoranda along with other written materials, including reports to senior management Midway through the summer, each intern is given constructive feedback on his or her performance and receives the support needed to ensure a solid understanding of the business and skills. Depending on each person's performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation. Qualifications: Summer intern candidates must be rising senior undergraduates, preferably with a major or concentration in finance Previous internships in a professional services or financial services industry Strong analytical and quantitative skills Strong critical thinking and problem-solving skills The ability to work in a team environment but also thrive in an entrepreneurial culture Outstanding interpersonal and presentation skills Self-starters who display initiative, drive, motivation, and leadership Salary: $85,000 Annualized

Financial Service Representative - Montgomery Goshen, NY - Retail Banking Join a Purpose-Driven Team at Heritage Financial Credit Union, where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. POSITION DESCRIPTION Position Title: Financial Service Representative Department: Retail Banking Classification: Non-Exempt Salary Range: $20.78-$24.43 an hour depending on experience, plus incentives REPORTING RELATIONSHIPS Position reports to: Branch Manager Positions Supervised: None POSITION PURPOSE Responsible for promoting financial well-being so people may reach their fullest potential in life by promoting our credit union's products and services to new and existing members. Our FSRs are to use all available tools and training to help our members accomplishes their goals and, in the process, find cross-sell opportunities that will benefit the member. In addition, our FSRs are to counsel members on credit score enhancement to assist them in building, enhancing and maintaining a strong financial future. ESSENTIAL FUNCTIONS AND BASIC DUTIES Maintain knowledge of all credit union products and services; Cross-sell credit union products and services that meet member needs; deposit products, IRA's, consumer and real estate, electronic services, insurance, investment services, etc. Maintain or surpass sales performance standards to enhance the member experience Must meet or exceed sales goals. Consistently exhibit and enhance the sales and service skills that the credit union has adopted for all member service contact, sales and service culture Assist members in completing the following transactions as needed: deposits, withdrawals, loan payments, transfers, check cashing, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. Assist Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. Run and analyze credit reports and counsel member on improving score, if applicable, and recommend products and services to assist member in building/maintaining a strong financial future. Perform member service responsibilities; answering questions and requests, researching and resolving member issues to completion, etc. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. Adhere to and help enforce all security procedures as well as departmental policies and procedures. Assist in training and developing new and current employees. Perform file maintenance and account changes, as needed. Complete required reports and maintains records accurately and promptly. Consistently recommend changes, workflow, efficiencies and quality. Keep Supervisors/Managers informed of area activity and of any significant problems or concerns Actively attend and participate at meetings, as required. Support all internal sales contests and product promotions. Always be a positive role model and advocate for the credit union. Work overtime if requested by management. Assist branch management with any other duties, as assigned. Requirements EDUCATION/CERTIFICATION: 2-year college degree preferred plus three to five years' experience in sales and/or financial counseling; or a comparable combination of education and experience. REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office. SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills. Excellent communication and listening skills. The ability to prioritize and manage multifunctional tasks. Bilingual a plus. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.