Five Star Bank

Aug 10, 2022
Five Star Bank Buffalo, NY, USA
Position Title: Banking Center RepresentativeLocation/Affiliate: 55 North Main Street, Warsaw or 100 Chestnut Street, RochesterReports To (Title): Banking Center ManagerDepartment: Banking CenterSchedule: Monday-Friday 10:00am-6:30pm or 10:30am-7:00pm. Rotating Saturday schedule.FLSA Status: Non-ExemptPurpose: The Banking Center Representative is responsible for applying a level of understanding and knowledge of company products, services, banking software applications, policies and procedures in responding to internal and external customer service requests in a call center environment. The Banking Center Representative is also responsible for expanding existing customer relationships as well as developing new relationships by advising customers in their selection of financial products and services.Scope and DirectionArea of Responsibility: Banking CenterDegree of Supervision Received (Minimal, Moderate or Extensive): ModerateFrom (Title): Call Center ManagerDegree of Supervision...
Jul 31, 2022
Five Star Bank Buffalo, NY, USA
Position Title: Senior Account Administrator (Courier Capital, LLC)Location: Courier Capital Buffalo Office - 1114 Delaware Avenue, Buffalo, NYReports To (Title): Director of Operations Department: Operations - Courier CapitalFLSA Status: Exempt Purpose: The Senior Account Administrator is responsible for supporting Portfolio Managers with client service, presentations, and reports. This position, from time-to-time, may be required to meet with clients either in the office or at another off-site location. This position may also support the Director of Operations with accounts payable, billing, and various other office management dutiesSupervisory Responsibilities:Degree of Supervision Received: Moderate From (Title): Director of OperationsDegree of Supervision Given: NoneEssential Functions: Perform personal financial management related service requests for clients including paperwork to establish new accounts, wire transfers, ACATs, IRA distributions, tax information reporting,...