About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Customer Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

The Community Branch Management Program (CBMP) is a one-year, accelerated leadership development program for early-career professionals interested in branch leadership within retail banking. Participants combine classroom core training, on-the-job experience, mentorship from senior leaders, and special projects to develop skills in customer experience, sales, operations, and risk management.

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What You’ll Do

• Complete a 12-month structured training program that covers banking fundamentals, product knowledge, communication and coaching techniques, and leadership skills.
• Participate in classroom sessions, departmental overviews, observations, and special projects with senior leadership.
• Perform on-the-job duties assigned by a mentoring manager, including teller and branch operations, customer engagement, account opening, and outbound lead-focused outreach.
• Support customer relationship management: assess needs, profile opportunities, and refer or sell appropriate products across product lines.
• Follow and enforce risk, audit, fraud-prevention, and KYC/CIP policies and procedures.
• Build community relationships by engaging with local small business leaders and representing the branch in the community.
• Coach and help develop front-line team members to meet individual and branch performance goals.

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Core Responsibilities

• Branch Management Trainees will gain hands-on experience across:
  • Operations and service processes (transaction processing, teller duties).
  • Sales skills and achievement of sales goals.
  • Customer experience and relationship management.
  • Risk management and audit readiness.
• Adhere to internal control standards and implement corrective actions from audits and regulators.
• Promote an inclusive environment aligned with the Confidential Client brand.
• Complete other related tasks as assigned.

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Who We’re Looking For (Qualifications)

• Bachelor’s degree (or MS/MBA) — recent graduates encouraged.
• Minimum cumulative GPA: 3.0.
• Customer-facing or retail experience preferred.
• Strong written and verbal communication skills.
• Demonstrated leadership, presentation, interpersonal, analytical, and computer skills.
• Work visa sponsorship NOT offered for this role.

Managerial/Supervisory Responsibilities: N/A

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Compensation & Location

• Pay range: $29.57 - $43.99 per hour (range covers all geographic locations; the specific rate for Upper Union, NY will be provided by your recruiter).
• Job type: Full-time, 1-year development program with potential to transition into branch leadership roles based on performance.
• Location: Upper Union, NY (on-site duties vary by market; local assignment determined by the mentoring manager).

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Why Apply

• Fast-track leadership training with exposure to senior leaders and cross-departmental projects.
• Real responsibility and measurable impact in branch operations and community engagement.
• Structured coaching and career development aimed at preparing you for entry-level management.

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Notes

• Employment will be with Confidential Client (via Careertakes) if selected.
• This posting discloses that work visa sponsorship is not provided for this role.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.