Fund Services Associate
Finance Service Representative Job In Rochester, NY
This is an operational and client service role at Manning & Napier. As the Fund Services Associate, you will be responsible for supporting all individual shareholders who invest directly with the Manning & Napier Fund, Inc., and you will assist with the ongoing, advanced servicing needs of our Wealth Management, Institutional and Intermediary channels. You will need to develop an understanding of our fund operations and work together with teams across the firm and our service providers to deliver a superior client experience. You will report to the Fund Services Supervisor.
Responsibilities
Assist with the day-to-day operations of the direct mutual fund business including but not limited to:
helping to resolve escalated issues;
managing website and statement messaging; and,
actively participating in at all regularly scheduled service provider meetings
Review and approve all new mutual fund accounts
Process Mutual Fund Advisory Agreements
Provide reporting to multiple channels and mutual fund shareholders
Facilitate the processing of Account Record Forms for suitability maintenance
Monitor investment minimums for adherence with prospectus requirements
Support mutual fund and collective trust product initiatives that affect the transfer agent
Support periodic and ad hoc mutual fund regulatory mailings
Train Client Service personnel on mutual fund processes, procedures, resources, and ongoing updates
Serve as a resource with regard to firm initiatives and projects as assigned
Qualifications
Bachelor's degree with an emphasis in Finance, Business, Economics, or similar program
FINRA SIE, Series 6, 63 and 26 licensed or will obtain licenses within 12 months of hire
1+ year of investment industry experience preferred
Track record of strong academic achievement
Interest in the financial services industry
Comfort in dealing with numbers/mathematics
Perks
Health, dental & vision insurance
Employer HSA contribution
Opt out credit
401k employer match
Paid volunteer days
Gym reimbursement
Free access to a Workplace Financial Advisor
Compensation: Expected hourly rate between $25-$28.21 per hour
Customer Service Representative
Finance Service Representative Job In Rochester, NY
Deliver Excellence: Customer Service Representative Needed!
Are you passionate about helping others and providing top-notch customer service?
We are seeking a dedicated Customer Service Representative to join our team. In this role, you'll be the voice of our company, assisting customers and ensuring their satisfaction.
Responsibilities
Respond to customer inquiries via phone, email, or chat promptly
Provide accurate information about products, services, and policies
Resolve customer issues effectively and efficiently
Document customer interactions and maintain detailed records
Coordinate with internal teams to address customer needs
Participate in team workshops and professional development programs
Identify opportunities to enhance the customer experience
Qualifications
Excellent communication skills, both verbal and written
Strong problem-solving abilities and attention to detail
Proficiency with customer service software and basic computer skills
Ability to work in a fast-paced environment and manage multiple tasks
High school diploma or equivalent; additional education is a plus
Previous experience in customer service is preferred
Benefits
Opportunities to work with clients across the US
Career growth and advancement within a dynamic company
Collaborative team culture focused on customer satisfaction
Access to workshops and ongoing professional development
Join us in delivering exceptional customer service. Apply today!
Insurance Office Customer Service Rep
Finance Service Representative Job In Penfield, NY
Looking for qualified individual to work 20-25 hours per week. Must be organized and able to work well with other employees and clients. Need excellent phone skills.
Answering phones & making follow up calls to clients.
Responding promptly to customer inquiries.
Processing payments and helping clients with transactions.
Helping Insured's resolve billing issues.
Taking accurate information from clients and Insurance company representatives for auto, home and business policies.
Troubleshoot client issues and ensure they are resolved to the customers satisfaction.
Escalate any unresolved issues to the owners.
Using and updating Agency Management System documenting customer interactions and actions taken.
Experience in Insurance and/or an Insurance license is preferred but not required.
Obtaining a NYS Insurance License can be obtained during employment and employer would help the right candidate with those costs.
Salary is dependent on experience.
Sales Representative
Finance Service Representative Job In Rochester, NY
WHO IS WILSON DANIELS WHOLESALE?
Wilson Daniels Wholesale is a family-owned distributor in New York, New Jersey and Connecticut, representing the world's preeminent wines since 2015. We offer a portfolio of terroir-focused wines that are singular expressions of each unique region and spotlight our producers' traditions and heritage alongside their distinctive wines. Headquartered in New York City, the company's offices and in-house tasting room boast views of the Empire State Building in Manhattan's historic, architecturally rich Flatiron District.
COME WORK WITH US
At Wilson Daniels, we're leaders and educators in luxury wine. Working together to set the highest standards for quality, integrity and excellence, our passionate team of professionals is wholly immersed in every aspect of the fine wine world. We value family, heritage, and wines of distinction. Come and join the world-class Wilson Daniels Portfolio!
We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.
ABOUT THE JOB
Wilson Daniels Wholesale is seeking a Sales Representative in Rochester/Syracuse. The Sales Representative is accountable for the profitable achievement of sales objectives associated with their assigned market. This position will be result oriented, focusing on sales goals and initiatives, profitability, marketing, and growing brand positions in the marketplace.
THE DAY-TO DAY
• Sales Representatives are expected to promote brands and increase brand awareness, by increasing brand visibility and conducting staff training/education programs within their accounts.
• Develop new business relationships with decision makers while identifying potential customers and developing a business plan to reach them.
• Ensure execution of the developed sales strategies, objectives, goals and targeted revenue generation by partnering with key retailers and establishments in the specified market.
• Have extensive knowledge of the company's products and knowing in-depth features and benefits of each compared to the competition.
• Prepare professional sales presentations for each account call tailored to current supplier programs and the needs of the customer.
• Gain knowledge of customer's business operations and coordinating multiple and diverse options for selling the company's products to each.
• Assist and participate in trade and consumer events.
• Meets annual shipment and performance goals.
AM I THE RIGHT FIT?
• Possess drive, motivation and acute attention to detail in ensuring all sales opportunities are captured and explored
• Established working relationships with key accounts in given territory
• Ability to make a smart business decision based on growing sales, profitability and market shares
• Proven track record of successful selling
• Excellent communication, negotiation, analytical and objection handling skills
• Persuasive public speaking and presentation skills and the ability to close deals
• Bachelor's degree preferred or equivalent experience
• Experience in selling domestic and international fine and luxury wine preferred
• Brand building and outside sales experience is preferred.
• Computer skills to include Microsoft Office (Excel, Word, PPT a must); experience using Pocket Advantage is preferred.
• Ability to work a flexible schedule depending upon the needs of customers.
• CSW certification or ability to obtain preferred
Sales Representative
Finance Service Representative Job In Clarence, NY
Digital signage technology company located just outside Buffalo, NY is looking to add additional sales representatives to our Direct Sales Team. The ideal candidate is outgoing, motivated and eager to establish new relationships and generate new business. Each representative is assigned their own territory and will call on industry professionals to solicit new business by scheduling and conducting product demonstrations via webinar. Successful sales representatives are able to engage, introduce our company and the advantages of our digital signage products and solutions, and follow-through to collect the sales order. This position comes with a level 1 - 3 base salary, plus commission, and a full-benefits package. Monday-Friday, standard office hours.
Future Positions
Finance Service Representative Job In Rochester, NY
We're always looking for motivated candidates to work at Soleo. If you think you've got what it takes, submit your resume here for consideration in future openings
Part Time Associate Banker Rochester (30 Hours)
Finance Service Representative Job In Rochester, NY
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Part Time Associate Banker Rochester (30 Hours)
Finance Service Representative Job In Rochester, NY
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Talent Bank
Finance Service Representative Job In Rochester, NY
Not seeing an open position you're into? No problem! Apply to our talent bank and you'll be one of the first to know when a position that's more "you" opens up.
Part Time Associate Banker Rochester (30 Hours)
Finance Service Representative Job In Rochester, NY
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Customer Service Rep/Admin
Finance Service Representative Job In Henrietta, NY
div class="job-description-container" div class="trix-content" div Do your friends and co-workers refer to you as a people person? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? Do you have good organizational skills and computer savvy? If so we are looking for employees just like you in the ever-changing Sign Industry. /divdiv /divdiv As a FASTSIGNS Customer Service Representative/Admin, you will be the initial contact with current customers as well as prospective customers. You will work with customers in numerous ways such as email, telephone, in-person in our FASTSIGNS Center. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. /divdiv /divdiv Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will also receive some hands-on experience to familiarize yourself with the materials needed and the production process. You would also assist in the materials management process, which may include ordering of materials as requested, keep the Point of Sale System material costs up to date and exploring cost saving options for materials available in the industry. You will be involved in team meetings and be intimately involved in the success of the FASTSIGNS Center. br/br/The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. /divdiv /divdiv FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. /divdiv /divdiv We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?/divdiv /divdiv /div
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div style="text-align: center;"At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. br/br//div div style="text-align: center;"Are you ready to plan for your future? Discover your next career. Make your statement.br/br//div div style="text-align: center;"Learn more by exploring the positions offered by FASTSIGNS centers./div
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div class="disclaimer-v2"
p style="font-size:8pt;"em This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate. /em/p
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Licensed Financial Services Representative - Hudson Ave Branch
Finance Service Representative Job In Rochester, NY
Hours: 40 Schedule: Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.
Pay:
$29.92 per hr.
Belong to something bigger
At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey.
Your Journey Begins Here
ESL is seeking for a Financial Service Representative at our Hudson Ave office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.
The Hudson Ave office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth.
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
What You Bring With You:
Qualifications:
* Bachelor's Degree or 4 years of directly related experience.
* In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
* FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
* FINRA Series 6 or Series 6 top off license is required.
* FINRA Series 63 license required (Series 66 will meet this requirement)
* NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
* High proficiency in building customer and peer relationships
* Strong analytical, critical thinking, problem solving and decision making abilities
* Excellent written and verbal communication skills
* Effective time management skills
* Proficient in the use of Microsoft Office applications
* Demonstrates a high degree of flexibility in support of customer needs
* Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
* Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
* Ability to build rapport with diverse member base within the community
* Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper.
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
225 Chestnut Street * Rochester, New York 14604 * ************ * ************
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
#LI-KZ1
Relationship Banking Representative
Finance Service Representative Job In Webster, NY
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 Relationship Banking Representative 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.
Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.
e.
, opening of accounts, cashing checks, etc.
) with professionalism Determine customer needs, explain and sell products and services Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience Telephone customers to schedule sales appointments and promote products suitable to the customer's needs Participate in branch prospecting efforts and sales initiatives Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Serve as a liaison between customer and operational areas Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand directions and adhere to established policy and procedures Able to remain focused and organized to successfully complete responsibilities Actively participate in branch meetings and training to enhance knowledge and development of skills Other related duties as assigned or directed 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 May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels.
Qualifications Education, Training and Skills Requirements: High School Diploma or GED required Excellent interpersonal and communication skills Accurate and proficient math skills Documentation skills with attention to detail Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Internal product knowledge and teller training (provided after hire) Experience/Other: Two (2) years of customer service and/or banking normally required All applicants must be 18 years of age or older.
Other Job Information Hours: 37.
5 hours/week Compensation: Commensurate with experience plus potential for annual merit increase.
In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be required to stand, walk or sit.
Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear.
The employee may occasionally be required to lift and or move up to 25 pounds.
Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability.
If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum USD $18.
25/Hr.
Maximum USD $24.
71/Hr.
Bilingual (Spanish/ English speaking) Virtual Banker - On Site
Finance Service Representative Job In Rapids, NY
Requirements
Job Qualifications
Must be fluent in Spanish and English
Familiarity with banking products and services.
Ability to communicate effectively in person, on-screen, over the phone and in writing.
Ability to solve problems while working directly with external and / or internal customers.
Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc.
Strong attention to detail and ability to complete work accurately.
Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions.
Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems.
Good interpersonal communication.
Good organization and time management skills.
Ability to listen and develop/suggest solutions to problems.
Ability to retain confidential information.
Willingness to work flexible hours.
Education & Work Experience
High school diploma or equivalent.
1 year Customer Service, Retail banking or equivalent experience.
Experience with using Onboard deposit software system, preferred.
Fluent in Spanish and English
EEO Statement
Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
Part Time (20 Hours) Associate Banker - Victor - Victor, NY
Finance Service Representative Job In Victor, NY
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Part Time (20 Hours) Associate Banker - Victor - Victor, NY
Finance Service Representative Job In Victor, NY
JobID: 210609636 JobSchedule: Part time JobShift: Base Pay/Salary: Victor,NY $20.00-$23.17 We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Customer Service Rep/Admin
Finance Service Representative Job In Henrietta, NY
Do your friends and co-workers refer to you as a people person? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? Do you have good organizational skills and computer savvy? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative/Admin, you will be the initial contact with current customers as well as prospective customers. You will work with customers in numerous ways such as email, telephone, in-person in our FASTSIGNS Center. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will also receive some hands-on experience to familiarize yourself with the materials needed and the production process. You would also assist in the materials management process, which may include ordering of materials as requested, keep the Point of Sale System material costs up to date and exploring cost saving options for materials available in the industry. You will be involved in team meetings and be intimately involved in the success of the FASTSIGNS Center.
The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Licensed Financial Services Representative - Hudson Ave Branch
Finance Service Representative Job In Rochester, NY
Hours:
40
Schedule:
Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs.
Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.
Pay:
$29.92 per hr.
Belong to something bigger
At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey.
Your Journey Begins Here
ESL is seeking for a Financial Service Representative at our Hudson Ave office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.
The Hudson Ave office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth.
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
What You Bring With You: Qualifications:
Bachelor's Degree or 4 years of directly related experience.
In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
FINRA Series 6 or Series 6 top off license is required.
FINRA Series 63 license required (Series 66 will meet this requirement)
NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
High proficiency in building customer and peer relationships
Strong analytical, critical thinking, problem solving and decision making abilities
Excellent written and verbal communication skills
Effective time management skills
Proficient in the use of Microsoft Office applications
Demonstrates a high degree of flexibility in support of customer needs
Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
Ability to build rapport with diverse member base within the community
Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper.
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
225 Chestnut Street * Rochester, New York 14604 * ************ * ************
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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Private Client Banker- Canandaigua, NY
Finance Service Representative Job In Canandaigua, NY
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Part Time (20 Hours) Associate Banker - Victor - Victor, NY
Finance Service Representative Job In Victor, NY
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Victor,NY $20.00 - $23.17 / hour