AP Professionals of WNY
November 8, 2023
Greece, NY
Job Type


This position assists with leading the office team and achieving the overall sales performance goals of the office.

Direct hire, Low to Mid 40K salary DOE.


  • Responsible for leading the team members of the office
  • Resolve or escalate issues referred by the office team
  • Help facilitate team meetings/huddles
  • Assist with implementation of strategic business plan and marketing initiatives
  • Maintain community presence and involvement
  • Communicate with customers to recognize cross-selling opportunities
  • Educate and/or refer solutions that meet our customer/client needs through the Northwest 360 model – bank, borrow, invest, and insure
  • Contribute to the overall sales performance of the office team
  • Originate and process consumer loan requests
  • Supervise and guide the office’s success of operations and audit goals
  • Perform all retail office responsibilities as needed
  • Conduct in person and outbound business calls/referrals for acquisitions and retention
  • Able to work evening hours and weekends as scheduled or assigned
  • Oversee onboarding of new and existing customers/clients
  • Onboard and supervise training of new employees
  • Ensure compliance with policies and procedures, and Federal/State regulations
  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
  • Work as part of a team
  • Work with on-site equipment


  • Looking for someone with 2-6 years of banking or retail experience/ sales experience/ customer service or supervisory experience
  • Ability to establish effective working relationships among team members and participate in solving problems and making decisions
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