Member Banking & Financial Guidance Specialist
Teachers-Federal-Credit-Union
Teachers Federal Credit Union is looking for a Financial Services Representative to enhance member relationships and provide tailored banking solutions. The role focuses on understanding members' financial goals and educating them on efficient banking practices. Qualifications include a High School diploma and experience in customer service or sales. Employees enjoy competitive compensation, benefits, including paid time off, and 401(k) contributions. Eligible for a quarterly performance incentive program with additional bonuses. #J-18808-Ljbffr Teachers-Federal-Credit-Union
$23.8 - $28.6 per hour
...Central Islip, NY, 11722,United States Job Category Retail Banking Employee Type Regular Full Time Required Degree High... ...Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America...SuggestedFull timePart timeImmediate start- Position: Member Service Representative/Personal Banker (Bilingual Spanish Speaking Preferred... ...leadership matter, look no further. We are Jovia Financial Credit Union . Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of...SuggestedFull timeFor contractorsFlexible hours
- ...professional service. Knowledge of all Bank products and services and ability to... ...services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers... ...in coaching and mentoring branch staff members. Ability to perform all transactions...Suggested
$24.25 - $32.5 per hour
...Line of Business: Personal & Commercial Banking Job Description: The Retail Banker I... ...TD's Brand promise by utilizing financial expertise and consultative advice to assist... ...Customers and/or refer them to appropriate team member or internal Bank partners, while...SuggestedWork at officeLocal areaWork from homeFlexible hours$25.07 - $41.79 per hour
...customers' needs through the bank’s retail sales process to provide... ...to the appropriate team member/partner. Specializes in our branch... ...needs to based discussion on financial goals Identify financial... ...T’s affiliates offer advice, guidance, expertise and solutions across...SuggestedHourly payLocal area- Teachers Federal Credit Union is seeking a Financial Services Representative in Medford, NY. The role involves building relationships with members, managing financial transactions, and providing financial education. The ideal candidate should have customer service experience...
$134.97k - $224.96k
...Officers to assess client's current financial situation, goals and... ...solutions by utilizing a team of specialists as applicable.* Responsible... ...belonging and reflects the M&T Bank brand.* Maintain M&T internal... ...T’s affiliates offer advice, guidance, expertise and solutions...Temporary workWork experience placement$150k - $200k
...fundamentals. It also collects and analyses financial information to make investment... ...companies and investors. Equity Research team members discuss their analysis and investment recommendations... ...Team covering the Financials industry (Banks & Non-Bank Financials) in New York, NY....Temporary work$23.5 - $30.35 per hour
...Union has been committed to guiding members toward building a strong financial foundation today for a better... ...focused on being both a Best Place to Bank and a Best Place to Work. From part... ...The Investment Services Support Specialist supports investment advisors in servicing...Full timePart timeWork at officeImmediate start$17.74 - $29.57 per hour
Expected Work Hours 40 Job Description As a Banking Service Professional, the Personal... ...services. Meets with customers to analyze financial needs and maximize sales opportunities.... ...in coaching and mentoring branch staff members. Ability to perform all transactions required...Full timePart timeWork at office- A leading commercial bank in East Islip is seeking a Banking Center Relationship Banker I to provide exceptional service to clients. Responsibilities include responding to customer needs, performing teller transactions, and achieving sales and service goals. The ideal...
$23 - $24.5 per hour
...Farmingville, NY, 11738,United States Job Category Retail Banking Employee Type Regular Full Time Required Degree High... ...Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by...Full timePart timeWork experience placementImmediate start$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Central... ...been committed to guiding members toward building a strong... ...on being both a Best Place to Bank and a Best Place to Work. From... ...future competitors. Partner with specialists to connect members to experts...Full timePart timeWork experience placementWork at officeLocal areaImmediate start$180k
Morgan-Stanley is seeking an Analyst in Banking in New York to leverage advanced analytical skills in evaluating performance data. Responsibilities include analyzing complex datasets and developing models for capital-raising services. Candidates should have a Bachelor’s...$65k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ..., including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment...Temporary workMonday to FridayShift workDay shift- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. This role...Temporary workMonday to FridayShift workDay shift
- Financial Adviser Entry Level, Career Changer or Experienced Agent/Advisor Ready to take... ...team, which includes experienced in-house specialist advisors; for you to learn from,... ...leverage your prior experience in law, banking, sales, marketing, accounting, management...Work experience placementFlexible hours
- A leading financial services company in Selden, NY is seeking an advisor to provide comprehensive financial advice and solutions for clients... ...meeting clients to review their financial goals, recommending banking and investment strategies, and requires specific licensing. The...
$110k - $125k
...connective tissue across divisions, partnering closely with ECM, Banking, Risk, Sales & Trading, Legal & Compliance, Management,... ...ECM franchiseQualifications1-3 years of relevant experience in financial services, capital markets, sales and trading, operations, or a...Temporary workWork at office- A credit union in Bay Shore, NY is seeking a Member Service Representative / Personal Banker, preferably bilingual in Spanish. The role... ...a Bachelor's degree or at least 18 months of experience in the financial industry or customer service. A commitment to outstanding...
- A leading commercial bank seeks a Banking Center Relationship Banker I in New York to provide exceptional customer service and assist with financial transactions. You will be responsible for evaluating client needs and offering suitable banking products while working collaboratively...Flexible hours
- Bank of America seeks a motivated individual for client engagement in the lobby, assisting with financial transactions through mobile and online banking. Responsibilities include managing cash operations and building strong client relationships. Candidates should be self...Full time
$25 - $27.88 per hour
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- A major financial institution is seeking a dedicated Client Engagement Specialist in Bay Shore, NY. This role involves assisting clients with banking transactions, building strong relationships to meet financial needs, and managing cash responsibilities. Qualified candidates...Hourly payFull time
- Valley Bank is seeking a Banking Service Professional in Town of Islip, New York. The role focuses on providing quality customer service, sales support, and executing a variety of banking transactions. Ideal candidates will have strong interpersonal and analytical skills...
$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of... ...Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning...Hourly payContract workWork experience placementRemote workFlexible hours$100k - $115k
...and senior management of MSREI. Attention to detail and strong financial and analytical skills are critical to success in the position,... ...issues related to reporting, audit and tax complianceCoordinate the bank account opening process, liaising with investment teams and the...Temporary workWork at officeLocal areaWorldwide$70k - $80k
...Senior Bank Secrecy Act (BSA) Analyst Dime Community Bank ("Dime") is currently hiring... ...performing analysis of complex financial transactions and providing a recommendation... ...departmental policies and procedures. Provides guidance and quality assurance for BSA Analysts...Currently hiringWork at office$50 - $60 per hour
...experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance... ...Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...Hourly payFull timeContract workPart timeWork experience placementRemote work$150k - $225k
Morgan Stanley’s Banking Group provides industry, regional and product expertise to corporations... ...that work closely with product team members in Mergers & Acquisitions, Global... ...deadlinesComfortable reading and interpreting financial statementsExtraordinarily high level of...Temporary workWork at office
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