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<h3>Job Description</h3>
Job Description
General Statement of Duties:
The Banking Advisor (BA) will perform platform duties as required to ensure smooth branch operations. The BA is expected to provide single point-of-contact service whenever possible giving the customer an unparalleled experience. Depending on the branch size, the BA may have supervisory responsibilities.
Essential Job Responsibilities
<ul>
<li>Required to provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone</li>
<li>Will partner with other lines of business in making quality customer referrals</li>
<li>Contributes to building a positive team environment</li>
<li>Responsible for compliance and understanding of the Bank’s policies, procedures, and legal guidelines, both new and existing.</li>
<li>Assumes responsibility for self-improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness</li>
<li>Required to work with management to bring in new business through relationship-based selling which will help achieve personal sales goals</li>
<li>Process routine transactions as requested by customers such as deposits, withdrawals, payments and issuing official items behind the teller line as required by branch needs</li>
<li>Process all routine customer requests including but not limited to wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets)</li>
<li>Will be responsible for meeting individual sales and service goals</li>
<li>Advises customers on how our products and services can meet their financial needs</li>
<li>Additional responsibility, as needed by office, will be assigned by manager</li>
</ul>
Desired Experience &amp; Skills
<ul>
<li>Internal candidates: Must be a Teller 2 with “Meets Expectations” on previous performance review</li>
<li>1+ years of experience in a sales environment with a solid track record (including cross selling)</li>
<li>1+ years of banking or financial services experience</li>
<li>1+ year(s) experience in cash handling position that involved customer service</li>
<li>Great interpersonal and communication (written and oral) skills</li>
</ul>
Greenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.

Banking Advisor - South Deerfield

<h3>Job Description</h3>
Job Description Description:About us:
ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders — of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.
 
ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. 
 
People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at “a better place to be”. 
 
ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.
 About this role
Banking Relationship Specialists play a vital role in ConnectOne “Client First” banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. 
 In this role you will:
<ul>
<li>Support the Bank's “People First” focus and rules of engagement—greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank “A Better Place to Be”.</li>
<li>Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner.</li>
<li>Perform account opening for deposit products and educate clients on the Bank's product and service offerings.</li>
<li>Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets.</li>
<li>Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion.</li>
<li>Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. </li>
<li>Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact.</li>
<li>Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. </li>
<li>Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed.</li>
<li>Active participation in achieving branch sales objectives.</li>
<li>Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops.</li>
<li>Supports retail and community events to promote the brand in accordance with the retail business plan.</li>
<li>Performs other duties that may be assigned.</li>
</ul>
Must haves:
<ul>
<li>Strong needs-based sales skills.</li>
<li>One to three years bank platform sales and teller experience.</li>
<li>Detailed understanding of federal banking compliance and requirements.</li>
<li>Strong “People First” interest and ability.</li>
<li>Strong ability in assessing and meeting the needs of customer and/or solving customer problems.</li>
<li>Effective teambuilding and interpersonal communication abilities are necessary.</li>
<li>Ability to lift items up to 25 lbs.</li>
<li>ConnectOne Bank culture mastery.</li>
<li>To support business needs, ability to work a flexible schedule is required. </li>
</ul>
Requirements:
 
 
Compensation details: 22-27 Hourly Wage
 
PIeb3e9ecff090-25405-37490299

Banking Relationship Specialist

<h3>Job Description</h3>
 Job Profile Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Banking Advisor I within PNC's Asset Management Group organization, you will be based in Pittsburgh, PA. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.Job Description
<ul>
<li>Under direction of Senior Banking Advisors, introduces and sells AMG banking products and services to internal and external clients. Ensures compliance with current banking policies and regulations.</li>
<li>Works under the direction of Senior Banking Advisor to observe client meetings, loan structuring, proactive outreach, and client positioning.</li>
<li>Proactive outreach to clients based on guidance from Senior Banking Advisor</li>
<li>Aids in prospect discovery, client pre-call planning / meeting prep, post call tracking and follow up, etc.</li>
<li>Services book of business to ensure client satisfaction, client retention and expansion of sales revenue.</li>
</ul>
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
<ul>
<li>Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.</li>
<li>Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.</li>
</ul>
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsBook Of Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales ProcessCompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit&nbsp;Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at <a href="mailto:AccommodationRequest@pnc.com" target="_blank">AccommodationRequest@pnc.com</a>. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. &nbsp;Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. 
 At PNC we foster an inclusive and accessible workplace. &nbsp;We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
 PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Banking Advisor I

<h3>Job Description</h3>
Job Description
Member Support Specialist – Call Center
Are you passionate about delivering exceptional service and building meaningful relationships? Join our team as a Member Support Specialist and be the friendly voice that helps our members thrive.
What You’ll Do:
<ul>
<li>Provide outstanding service through phone and email, ensuring every interaction strengthens member relationships.</li>
<li>Handle general inquiries and perform account maintenance with accuracy and care.</li>
<li>Take ownership of member concerns, set clear expectations, and follow through with timely resolutions.</li>
<li>Collaborate with your team and leadership to resolve issues efficiently and with urgency.</li>
<li>Identify opportunities to introduce members to additional credit union products and services that meet their needs.</li>
<li>Stay up to date on credit union policies, procedures, and regulations.</li>
</ul>
What You Bring:
<ul>
<li>1+ year of experience in a call center or customer service environment.</li>
<li>Strong communication skills—both verbal and written—with a professional, member-first approach.</li>
<li>Ability to prioritize and manage multiple tasks in a fast-paced setting.</li>
<li>A proactive mindset with a knack for solving problems creatively and within policy.</li>
<li>Comfort with technology, including Microsoft Office and call center platforms.</li>
<li>Bilingual Spanish skills are a plus.</li>
</ul>
Preferred Qualifications:
<ul>
<li>High school diploma required; some college coursework or a degree is highly desirable.</li>
<li>Experience with technical support or help desk environments is a bonus.</li>
</ul>
Why You’ll Love It Here: You’ll be part of a supportive, collaborative team that values your contributions and encourages growth. If you’re ready to make a difference in members’ lives while growing your career, we’d love to meet you.
Pay and Benefits
The pay range for this position is $19.50 - $19.50/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
 • Medical, dental &amp; vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Spokane,WA.
Application Deadline
This position is anticipated to close on Jul 28, 2025.
h4&gt;About TEKsystems: 
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. 
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Banking Customer Service Representative

<h3>Job Description</h3>
Job Description
As a Banking Specialist Team Lead, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your team members, you match those needs with the right products. Every day is an opportunity for you to turn another Amerant Bank customer into a loyal customer. Purpose of role is to provide teller and platform-based transactions, provide education and knowledge of our consumer and small business products to existing and new customers, support the achievement of banking center profitability, sales goals, manage lobby activity. Responsible for the operational activities, meeting Compliance/BSA requirements and the management and use of the various elements encompassing a transformed banking center. Supporting quality levels of branch customer service, protection of all branch assets and development and training of branch staff. Promote a positive Bank image within the community. 
Responsibilities:
OPERATIONAL EXCELLENCE:
<ul>
<li>Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks. </li>
<li>Research and resolve issues related to end of day banking center balancing.</li>
<li>Responsible to monitor that all functions related to the day-to-day operation of the ATM, cash recycler, drive thru and night drop are completed.</li>
<li>Ensure branch monthly audits reflect appropriate controls are in place.</li>
<li>Ability to open new accounts and perform maintenance transactions on the Bank’s platform system including debit card issuance and ongoing maintenance as well as completion of Know Your Customer requirements. Execute all operation responsibilities relative to opening and maintain all products and services. </li>
<li>Responsible for reviewing all documentation for new accounts. </li>
<li>Review customers account activity to ensure compliance with Bank Secrecy Act. </li>
<li>May be responsible for the daily review of overdraft, uncollected and significant balance change reports. </li>
<li>Ability to originate new credit requests and respond to loan related inquiries. </li>
<li>Take responsibility for daily overdraft / NSF decisions.</li>
<li>Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures.</li>
<li>Adhere to all policies and procedures per Retail Banking’s operating manuals, employee handbook and all other that apply to the position functions. Ensure all regulatory requirements as well as security and audit procedures are adhered to always. </li>
<li>Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor. </li>
<li>Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards. </li>
<li>Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.</li>
<li>Responsible for managing and identifying existing cross sale opportunities, customer service and operational reporting activities.</li>
</ul>
CUSTOMER SERVICE:
<ul>
<li>Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement.</li>
<li>Resolve customer complaints and follow up to ensure customer’s expectations are met.</li>
<li>Deliver customer experience for all segments to ensure quality customer experience every day every time.</li>
<li>Provide quality customer service to all current and prospective customers as measured by Bank service standards. </li>
</ul>
BUSINESS DEVELOPMENT:
<ul>
<li>This position requires consistently meeting or exceeding team sales goals as defined by management. </li>
<li>Achieve out bound conversation expectations as defined by management.</li>
<li>Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. </li>
<li>Take an active role in educating our customers on other banking channels to meet their needs.</li>
<li>Responsible for learning and maintaining knowledge of Bank’s products and services.</li>
<li>Support market manager to engage banking center staff in business development activities.</li>
<li>Participate in business development activities in support of the banking center market development activities as requested.</li>
<li>Actively participate in community organizations to promote the Bank brand as well as support business development initiatives.</li>
<li>Refer prospects and clients to other lines of business according to determined segmentation (AMTI, Commercial Banking, etc.)</li>
</ul>
BANK TRANSFORMATION:
<ul>
<li>Adhere to expectations defined for banking centers as defined by management.</li>
<li>Support in coaching the team members on the day-to-day banking center activities in accordance with the behaviors and expectations defined for a transformed banking center.</li>
<li>Responsible for adhering to no personal space guidelines and that the banking center is clean and free of clutter.</li>
<li>For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc. </li>
<li>Learn and encourage usage of all digital components in the banking center by banking center guests. </li>
<li>May be the Digital Advocate for the banking centers. Responsibilities include being an expert on the Bank’s Online Banking (personal and business) and Mobile Banking channels to be able to assist customers and promote their sale and usage. Responsible for educating other team members on digital channels.</li>
<li>Adhere to and participate in lobby management standards including acting in the Greeter role. Greet customers/prospects in the lobby in accordance with banking center defined standards. </li>
<li>Adhered to defined career wear standards.</li>
</ul>
OTHER:
<ul>
<li>Live the Bank values every day.</li>
<li>Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services.</li>
<li>May have approval authority.</li>
<li>Involvement in training and aiding less experienced banking center team members.</li>
<li>Cooperates with superiors, peers to accomplish team and Bank goals.</li>
<li>Ability to work in different assigned banking centers within the region.</li>
<li>Other duties as required. </li>
</ul>
Minimum Work Experience Requirements:
Banking Specialist Team Lead requires over 5 years’ experience in Bank sales / service environment or equivalent experience to include sales results.
Technical and/or Other Essential Knowledge:
Basic report writing ability, organizational skills, telephone skills. Previous experience with Outlook, Internet and MS Office Skills, including MS Word Advanced, MS Excel Advanced and MS PowerPoint Level II required.
Minimum Education and/or Certification Requirements:
High School or GED required. AA or Bachelor’s Degree preferred. English required, and certain markets may require second language skills.
Functional Skills &amp; Knowledge Requirements:
Must be a team player, can work under pressure, have a professional image and be able to resolve problems and conflicts. Must be able to prioritize work and effectively manage time. Must possess basic business communications skills such as advanced writing, listening and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required. Must possess sales and negotiation skills.
Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).

Banking Specialist Team Lead

<h3>Job Description</h3>
Job Description
NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.
Newtek's and its subsidiaries' business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing &amp; Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.
Newtek Bank, N.A. is looking to add a Payment Operations Specialist to its team. This position is based out of our Wilmington, NC office.
The Payment Operations Specialist role is a critical role within operations responsible for processing payment transactions securely, accurately, timely, and in accordance with bank procedures, policies, and regulatory requirements. A Payment Operations Specialist must be proficient in the payment network rules, bank policies, and risks of the ACH, wire, card, and emerging payment channels. This role requires a strong understanding of financial operations, exceptional attention to detail, and the ability to collaborate effectively with internal and external stakeholders.
As a Payment Operations Specialist, you will: • Maintain a strong understanding of bank policies, network rules, and regulatory compliance requirements. • Execute and manage the end-to-end processing of ACH, incoming and outgoing domestic and international wires, and card transactions. • Verify transaction details, ensuring accuracy and compliance with established policies and procedures. • Investigate and resolve any discrepancies or issues related to payment transactions, including exception processing initatives. • Process and monitor incoming and outgoing ACH files. • Process ACH NOCs and Returns. • Process and track ACH WSUDs. • Monitor reporting on ACH volumes and return ratios. • Work closely with internal teams, including Finance, Customer Service, and IT, to resolve reconciliation payment-related inquiries and issues. •Research and clear adjustments received related to all deposit account processing. • Assist with payments related implementations and projects. • Assist with implementation and processing for third-party sender payment relationships. • Process requests related to issuing, replacing, and freezing of debit cards. • Process and monitor debit card disputes. • Process and monitor incoming RDC and mRDC depoists. • Assist with ATM cash management, reconciliation, and disputes. • Assist with daily bank file processing requirments. • Participate in required and ongoing payments training and education to stay current with industry regulations and compliance standards. The above duties will be distributed amongst the department.
Knowledge, Skills &amp; Abilities:
• Strong attention to detail. • Exercise good judgement and problem-solving skills. • Ability to multi-task and prioritize to meet time-sensitive deadlines. • Proficient in using payment processing tools and software. • Excellent verbal and written communication skills. • Ability to work collaboratively in a team-oriented environment. • Willingness to assist in cross-functional projects and initiatives. • 3+ years in the banking industry focused on deposit, payment operations, or reconciliations. • Customer service experience and general banking knowledge of deposit products and services including digital banking is preferred. • 2+ years' experience with processing card, ACH, wire, or teller transactions required. • Ability to work rotational hours.
Educations &amp; Certification Requirements:
• College degree from a two-year or four-year program with a concentration in business or accounting preferred. • AAP(Accredited ACH Professional) and/or APRP(Accredited Payments Risk Professional) certification strongly preferred.
Salary Range: $55,000 to $65,000 per year
NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.

Banking Payment Operations Specialist

<h3>Job Description</h3>
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
A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
<ul>
<li>Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism </li>
<li>Determine customer needs, explain and sell products and services</li>
<li>Actively participate in lobby management, greeting customers and proactively taking ownership of the customer’s in-branch experience</li>
<li>Telephone customers to schedule sales appointments and promote products suitable to the customer’s needs</li>
<li>Participate in branch prospecting efforts and sales initiatives</li>
<li>Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.</li>
<li>Serve as a liaison between customer and operational areas</li>
<li>Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines</li>
<li>Ability to understand directions and adhere to established policy and procedures</li>
<li>Able to remain focused and organized to successfully complete responsibilities</li>
<li>Actively participate in branch meetings and training to enhance knowledge and development of skills </li>
<li>Other related duties as assigned or directed</li>
<li>Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner</li>
<li>May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels</li>
</ul>
 
Qualifications
Education, Training and Skills Requirements:
<ul>
<li>High School Diploma or GED required</li>
<li>Excellent interpersonal and communication skills</li>
<li>Accurate and proficient math skills</li>
<li>Documentation skills with attention to detail</li>
<li>Clear thinking and ability to remain focusedMust be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence</li>
<li>Internal product knowledge and teller training (provided after hire)</li>
</ul>
Experience/Other:
<ul>
<li>Two (2) years of customer service and/or banking normally required </li>
<li>All applicants must be 18 years of age or older.</li>
</ul>

Relationship Banking Representative Rotating

<h3>Job Description</h3>
Job Description
Location: This position is located in Atlanta, GA
Responsible for supporting the Commercial Real Estate Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate the achievement of client business goals by ensuring Commercial Real Estate Bankers, clients, and business partners are connected through arranged meetings, coordinating events, business development planning, and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL JOB FUNCTIONS include the following. Other duties may be assigned.
CBC Operations Functions:
<ul>
<li>Assist Banker’s business development to: o Meet or exceed new client relationship goals. o Generate new loans, deposits and fees. o Maintain portfolio o Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.</li>
<li>Support banker business development to: o Coordinate loan approval and document preparation. o Process closed loans for booking and submission to loan vault. o Provide prompt, professional and courteous service to customer inquiries. o Communicate with outside vendor companies regarding closing procedures.</li>
<li>Banker portfolio management: o Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions. o Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements. o Assist the Portfolio Manager when needed in completing annual reviews when due. o Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, &amp; ABL Monitoring reports.</li>
<li>Customer retention and growth:
<ul>
<li>Implement customer satisfaction surveys.</li>
<li>Analyze customer survey results.</li>
</ul>
</li>
</ul>
<ul>
<li>Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank’s Code of Conduct, while observing both the spirit and letter of all government regulations and laws and bank policies and procedures.</li>
</ul>
QUALIFICATIONS:
· High School Diploma or equivalent required. · Bachelor degree in Business Administration, Economics, Finance or related major, preferred. · 5+ years related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management. · 2+ years of financial services experience. - Experience with Commercial Real Estate a plus!
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. 
#LI-PF1

Commercial Banking Coordinator (CRE)

<h3>Job Description</h3>
Job Description
Member Support Specialist – Call Center
Are you passionate about delivering exceptional service and building meaningful relationships? Join our team as a Member Support Specialist and be the friendly voice that helps our members thrive.
What You’ll Do:
<ul>
<li>Provide outstanding service through phone and email, ensuring every interaction strengthens member relationships.</li>
<li>Handle general inquiries and perform account maintenance with accuracy and care.</li>
<li>Take ownership of member concerns, set clear expectations, and follow through with timely resolutions.</li>
<li>Collaborate with your team and leadership to resolve issues efficiently and with urgency.</li>
<li>Identify opportunities to introduce members to additional credit union products and services that meet their needs.</li>
<li>Stay up to date on credit union policies, procedures, and regulations.</li>
</ul>
What You Bring:
<ul>
<li>1+ year of experience in a call center or customer service environment.</li>
<li>Strong communication skills—both verbal and written—with a professional, member-first approach.</li>
<li>Ability to prioritize and manage multiple tasks in a fast-paced setting.</li>
<li>A proactive mindset with a knack for solving problems creatively and within policy.</li>
<li>Comfort with technology, including Microsoft Office and call center platforms.</li>
<li>Bilingual Spanish skills are a plus.</li>
</ul>
Preferred Qualifications:
<ul>
<li>High school diploma required; some college coursework or a degree is highly desirable.</li>
<li>Experience with technical support or help desk environments is a bonus.</li>
</ul>
Why You’ll Love It Here: You’ll be part of a supportive, collaborative team that values your contributions and encourages growth. If you’re ready to make a difference in members’ lives while growing your career, we’d love to meet you.
Pay and Benefits
The pay range for this position is $19.50 - $19.50/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
 • Medical, dental &amp; vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life &amp; AD&amp;D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Richland,WA.
Application Deadline
This position is anticipated to close on Jul 28, 2025.
h4&gt;About TEKsystems: 
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. 
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

<h3>Job Description</h3>
Job Description
About Oxford Bank At Oxford Bank, we are passionate about serving our clients and communities. As a leading provider of sophisticated financial solutions, we are committed to providing an exceptional customer experience in a positive work environment. We have a community-bank feel with the large-bank ability, allowing us to compete with all financial institutions. Delivering tailored solutions for owner-managed businesses is at the heart of our organization.
Team Culture Meaningful impact comes from working together. Our team is a small and cohesive unit. Even our executives pitch in to help with clients. Our relationships, shared decision making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected.
As a team, we are deeply connected with our communities and volunteer/ participate in worthy causes. We are passionate about the company’s contributions to the markets we serve and the great opportunity we must give back.
Job Summary A Business Banking Relationship Manager is a sales and management position responsible for creating value for Business Banking relationships and Treasury Management relationships. They are responsible for individual Relationship Managers production while promoting other products and services provided by Oxford Bank.
Primary Responsibilities • Develop and manage an existing Business Banking portfolio. • Manage our customer’s relationship around profitability and portfolio risk while responsible for profitable growth of the assigned portfolio. • Grow and expand the Business Banking portfolio by focusing on new businesses development. • Build and maintain an external referral base and maintain a visible market presence to pursue new Business Banking relationships. • Meet with business owners to build strong relationships, identify needs, and recommend product solutions. • Partner with Personal Banking to create and deliver customer solutions. • Partner with Loan Fulfillment to ensure accuracy and completeness of credit packages according to policy.
How You’ll Spend Your Time • You’ll serve as a resource to a team of Business Bankers in the areas of marketing, new business development, and loan analysis and servicing. • You’ll participate in community and professional activities to enhance our image and expand your network of business contacts for development of new business. • You’ll partner with Credit &amp; Loan Processing on the approval, documentation, and booking processes. Analyzing and evaluating credit requests, writing loan commitments, recommending appropriate risk rating, and issue declinations. • You’ll provide input to leadership regarding negotiation of loan proposals, analysis of credit requests, prepare loan commitments, and recommend appropriate credit grades. You’ll make oral presentations to loan committee and provide back-up support to team members with loan committee presentations.
Qualification and Skills • Excellent written and verbal communication skills. • High level of professionalism. • Experience using Microsoft Office products. • Demonstrated consistent and effective negotiation skills. • General knowledge of business deposit products and services. • Demonstrate knowledge of credit structures, along with thorough understanding of current banking industry. • Work well within a team environment and collaborate closely with internal partners to deliver customer solutions. • Experience with mentoring and coaching team members.
Education and Experience • Bachelor’s degree required. • Formal Credit Training. • Candidates must have at least 2-3 years’ experience managing business relationships.
 *This position will comply with all BSA compliance laws and regulations including the Bank’s BSA policy and procedures.
 Additional Information Department: Business Banking • Reports to: Business Banking Group Manager • Travel: Yes Classification: Exempt • Employment Type: Full-time • Supervises: None
 “Oxford Bank is an equal opportunity employer and is committed to providing equal employment opportunities and an environment free of discrimination and harassment. All employment decisions at Oxford Bank are made without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, veteran or disability status.”

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