Financial Services Representative
$23 - $24.5 per hourCooper Farms Inc.
Location: Peconic Plz/176 Old Country Road,Riverhead, NY, 11901,United States Job Category: Retail Banking Employee Type: Regular Full Time Required Degree: High school Manage Others: No Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles. Summary The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. The Financial Services Representative will learn members’ personal financial goals and recommend tailored solutions to meet their needs. Positions available in our Center Moriches, Riverhead, and Patchogue Branches. Education/Experience High School degree or GED required. Minimum one year of general work experience, customer service, call center, sales or branch experience required. Minimum of six months cash handling experience preferred. Strong communication, interpersonal, customer service, sales, mathematical, problem solving, multitasking and computer skills, and attention to detail required. Job Responsibilities Work closely with new and existing members to understand their financial needs and deepen relationships. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier’s checks, IRA) in compliance with regulations and guidelines. Provide recommendations and assist members with a wide array of financial solutions to satisfy their spending, savings, borrowing, and investing needs. Educate members to bank more efficiently using the web, mobile, and ATM. Provide financial education and services to members to help them fit banking into their everyday lives. Proactively contact members to schedule appointments to discuss their personal financial goals. Perform other duties as needed upon request by immediate supervisor. Benefits of Joining the Teachers Team We provide a competitive compensation and benefits package that includes, but is not limited to: Paid time off for vacation, personal days, and holidays. Fully-funded pension plan. 401(k) company contribution. Tuition reimbursement is offered to full-time employees. Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers. Flexible hybrid schedule for eligible positions. The good faith range for this position is $23.00 to $24.50 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit #J-18808-Ljbffr Cooper Farms Inc.
$23 - $24.5 per hour
Summary The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. The Financial Services Representative will learn members’ personal financial goals and...SuggestedFull timeWork experience placementImmediate start- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$80k - $90k
A leading financial institution is seeking a Financial Advisor in their Advisor Development Program. Responsibilities include working... ...have Series 7 & 66 licenses, along with experience in financial services. The role offers competitive salary in the $80,000 - $90,000...Suggested- Teachers Federal Credit Union in Riverhead, NY is seeking a Financial Services Representative to build member relationships and assist with various banking services. This full-time position requires a high school diploma and at least one year in customer service or sales...SuggestedFull time
$28.85 - $33.65 per hour
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...SuggestedHourly payTemporary workMonday to FridayShift workDay shift$28.85 per hour
...the primary goal while ensuring to match FourLeaf products and services in ways to enrich the lives of our members and provide them... ...products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday...Hourly payWork at officeFlexible hoursNight shift$65k - $80k
A leading financial services company located in East Hampton seeks a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. Key duties include triaging client leads, building financial plans, and recommending suitable brokerage...- A prominent financial institution in Wading River is seeking a Senior Financial Services Representative to enhance member engagement and support their financial needs through personalized services. The ideal candidate requires strong communication and customer service skills...
- A leading financial institution is looking for a motivated financial advisor in Riverhead, NY. The role involves working with clients to achieve their financial goals through tailored advice and investment recommendations. Responsibilities include triaging client leads...Hourly pay
$65k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- A leading financial institution in Riverhead is seeking an experienced Advisor to provide tailored financial solutions for clients. The role involves assessing client needs, building financial plans, and recommending suitable banking and investment products. Candidates...Work at officeMonday to Friday
$25 - $27.88 per hour
...involves engaging clients in the lobby to educate and assist them with banking transactions while building relationships to meet their financial needs. Successful candidates will have a strong work ethic, excellent communication skills, and the ability to identify solutions...Hourly pay- New York Cancer & Blood Specialists is looking for a Pharmacy Financial Counselor to help patients navigate medication costs, insurance coverage, and financial aid. This full-time role involves working closely with patients and healthcare teams to ensure access to necessary...Full time
$65k - $80k
Bank of America is seeking a Financial Advisor in Hampton Bays, New York. The role focuses on providing clients with tailored financial advice to meet their goals. Responsibilities include planning financial strategies, recommending investments, and managing client relationships...$27 per hour
Pharmacy Financial Counselor Location: Shirley, NY Schedule: Full-Time Job Description Our Pharmacy Financial Counselors play a critical... ...through the pharmacy, providing a complete estimate of service and available options to secure the medication. Assist patients...Hourly payFull timeTemporary workWork at office- ...requirements and architecture. n understanding of business needs and commitment to delivering high-quality, prompt, and efficient service to the business. Strong decision-making capabilities, with a proven ability to weigh the relative costs and benefits of...Full time
$90k - $105k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-...For contractorsWork at office- ...About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through... ..., disciplined, and goal-oriented Interest in financial services, wealth management, or business development Prior experience...Full timeFlexible hours
$25.3 - $30.35 per hour
...guiding members toward building a strong financial foundation today for a better tomorrow.... ...organizational goals for sales, service and operational excellence. Education... ...Perform the duties of a Financial Services Representative as assigned. Open membership accounts,...Full timePart timeImmediate start$50.88k
...year of clerical experience PROMOTION: Current State employees must have one year of permanent competitive or 55-b/55-c service as an office assistant, clerical, or keyboarding title allocated to Grade 6 or higher. Qualifying titles are available at: COMPETITIVE...Permanent employmentTemporary workWork at officeRemote work- New York State Gov - State Education Department [Administrative Assistant / Receptionist] As an Office Assistant at the State of New York, you'll: Open, sort, and review incoming mail and/or distribute to appropriate staff members; Perform photocopying, printing, faxing...Work at officeImmediate start
$42.64k - $52.41k
...OSEA-292/46072 Occupational Category Clerical, Secretarial, Office Aide Salary Grade 09 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $42641 to $52413 Annually Employment Type Full-Time Appointment Type Permanent...Permanent employmentFull timeTemporary workSecond jobWork at officeRemote work$20 - $22 per hour
Title:Office Assistant ID:5610-3 Department:Outpatient Location:Riverhead Description Part-Time Position$20.00-$22.00 MAIN FUNCTION: To assist the Office Manager with daily operational needs of the facility.ESSENTIAL DUTIES AND RESPONSIBILITIES: Ensure...Daily paidPart timeWork at officeNight shift$19 per hour
...Sales and Service Coordinator Sephora At Sephora, we're obsessed with teaching and inspiring our clients to play in our world of beauty. We've earned our reputation as a leader in a global industry with our expertise, innovation, and entrepreneurial spirit. But our...WorldwideFlexible hoursShift work- ...New Castle Hotels - 2038 Old Country Road - Responsibilities: Greet guests and provide exceptional front desk service during check-in and check-out; Handle guest requests and inquiries with courtesy and efficiency; Process payments and manage front office transactions...
$16 - $18 per hour
...Service Receptionist The Service Receptionist will be responsible for providing exceptional customer service and administrative support to the Service Department. This role requires excellent communication skills and the ability to multitask in a fast-paced environment...Hourly payWork at officeLocal area$19 - $23 per hour
...flow Maintain a clean and organized front desk area Qualifications: Prior experience in a medical office or customer service setting preferred Fluent in Spanish and English (required) Strong multitasking, communication, and organizational skills Basic...Hourly payWork at officeFlexible hoursAfternoon shift- ...manager with rent collection, delinquency and expense control, and financial goals; ~ Develop positive and productive relationships... ...- accountability, communication, empowerment, integrity, service, and inclusion - each and every day. Hometown America's fantastic...Work at officeFlexible hours
- Job Description Job Description We are seeking an Office Administrator/Bookkeeping Assistant to join our team! You will perform clerical and administrative functions in order to drive company success. Responsibilities: Draft correspondences and other formal...Work at office
$19.78 - $24.72 per hour
...that may be required for their appointment. Schedule any services or procedures as needed. Obtain/retrieve referrals/authorizations... ...system. The physical demands described here are representative of those that must be met by an employee to successfully perform...Full timeWork at officeImmediate startNight shiftWeekend work
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