Member Growth & Financial Solutions Consultant
Hudson Valley Credit Union
Hudson Valley Credit Union is seeking a Relationship Advisor in Mahopac, NY. This role provides exceptional member service through accurate transaction processing and a consultative sales approach, aimed at establishing and deepening member relationships. The ideal candidate will have a high school diploma or GED, customer service and sales experience, as well as the ability to meet established goals. HVCU offers competitive benefits and a supportive work culture. #J-18808-Ljbffr Hudson Valley Credit Union
- ...Overview Career Opportunities with Valeo Financial Advisors LLC Financial advice is... ..., and coaching to support your growth and success in the role. This is a... ...questions, being able to research solutions and/or work with other team members to find an answer. Ability to...SuggestedTemporary workWork at office
- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston, New York; Yorktown Heights, New... ...lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$66.3k - $80k
LPL Financial is seeking a Wealth Advisor in Somers, NY, to provide tailored financial solutions and build strong client relationships. This on-site role involves working directly with clients and delivering non-deposit investment products. Ideal candidates should have...Suggested- A financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and...Suggested
- Service Federal Credit Union is seeking a full-time Member Service Representative Teller for our Bedford location. This entry-level role offers opportunities for growth and includes comprehensive health and dental benefits. The ideal candidate should have excellent customer...SuggestedFull time
- ...a world leading provider of integrated solutions for the alternative investment industry,... ...and annual reports for clients, including financial information, performance returns,... ...Program The opportunity to invest in our growth and success through our Employee Share Plan...Flexible hours
- ...Small, and Business Banking division in Shrub Oak, NY. The role involves building strong customer relationships, assisting with financial solutions, and ensuring compliance with banking policies. The company offers a comprehensive benefits package including health coverage...
- Webster Bank is looking for a Banking Center Relationship Banker 2 to provide services for customers and assist in achieving sales and service goals. The successful candidate will process customer-related transactions while establishing trust and optimizing sales opportunities...Flexible hours
$21 per hour
Position Summary We are looking for a full‑time Member Service Representative Teller for our Bedford location. This role is an entry‑level banking position with opportunities for growth. Pay & Benefits Pay: $21.00 per hour, flexible based on experience. Health and dental...Hourly payFull timeBank staffFlexible hours- ...Small, and Business Banking division in Lake Mohegan, NY. The role involves building strong customer relationships and assisting with financial services. Applicants should have 6+ months of relevant experience and strong communication skills. The position offers a...
$25 - $26.77 per hour
...with clients to gain in‑depth knowledge of their financial and life priorities and connecting them to solutions that meet their goals. Responsibilities Execute the... ...genuine impact and contribute to the sustainable growth of the business and the communities served. Privacy...Hourly payShift workWeekend workDay shift$23.17 - $26 per hour
...Strategic Guidelines. The role will process all customer‑related financial transactions in accordance with the rules, regulations, and... ...retention, and other bank initiatives to execute the Banking Center’s growth and profitability objectives. Achieve or exceed individual and...Flexible hoursWeekend work$20.67 - $31.25 per hour
...conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling... ...and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required...Hourly payWork experience placementDay shift- A leading financial institution is seeking a Personal Banker in Mahopac, New York. This role involves engaging with clients to provide tailored financial solutions, opening accounts, and ensuring compliance with banking procedures. The ideal candidate has at least one year...Full time
- ...cash transactions accurately and efficiently, engaging in deep conversations to understand clients’ financial priorities, and connecting clients to appropriate solutions. Responsibilities Execute the bank’s risk culture and strive for operational excellence. Build relationships...Shift workWeekend workDay shift
$90k - $125k
...stakeholders. Assist manager in training or guidance to junior staff members from time to time. Be responsive to loan officers and other... ...Develop and analyze credit information: Determine what financial documents are needed. Review financial statements and tax returns...Self employmentWork at officeLocal area- ...This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with... ...identify client needs, offer personalized financial planning solutions, and ensure compliance with all regulatory requirements. Candidates...
- ...transactions, open new accounts, educate clients on Chase digital tools, and build trusted relationships through attentive service. You will collaborate with team members to deliver seamless service and contribute to the branch's success. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...clients by managing relationships and educating them on banking solutions. The ideal candidate has over 1 year of sales experience and... ...engaging clients to identify their needs and offering tailored financial solutions, which contributes directly to the success of the...
- ...prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer’s lifecycle by utilizing our consultative sales and service process. Essential Duties & Responsibilities Create a...Work at office
- ...driver's license and few to no points on driving record. Benefits Include: Our team members enjoy a positive working environment with opportunities for professional growth through training and advancement from within the organization. Our team members also...Full timePart timeFlexible hoursAfternoon shift
$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payPart timeWork experience placementShift workDay shift- Location: Somers, NY Purpose / Objective Cultivate relationships with customers and promote the Bank’s products and services by having conversations and referring to bankers. Recommend opportunities with our digital suite to help customers bank more conveniently. Performs...Summer workWork at office
- ...policies. The ideal candidate has over a year of retail banking experience, excellent communication skills, and the ability to tailor solutions to meet diverse client needs. We offer a competitive rewards package including incentives and comprehensive benefits. #J-18808-...
$40 - $55 per hour
...Overview Responsible for providing credit and financial analysis support to the commercial lending function as well as the credit administration... ...Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from...Local area$84.61k - $141.02k
...plan operations, and participant services Serve as the primary consultant for institutional clients, providing guidance on retirement... ...21+ years old) Educational support, career development, and growth opportunities Job Security (we’ve never had a lay-off, even...Interim roleWork at office- ...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,... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work- ...Teller Position The Teller position serves as the main point of contact for customers, processing financial transactions efficiently and accurately while delivering an exceptional customer experience. Cultivate relationships, promote Beacon Bank's products and services...Work at officeFlexible hours
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