Financial Services Specialist
$23.8 - $28.6 per hourCooper Farms Inc.
Location 118 Wheeler Road,Central Islip, NY, 11722,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 Accurately and efficiently performs all duties and functions at various branch locations as assigned. Assists the Manager and Assistant Manager in leading a group of banking professionals to achieve organizational goals for sales, service and operational excellence. Education and/or Experience A high school education or GED required Minimum of three years Branch operations experience required Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software Notary public preferred Job Responsibilities Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service and respond to their questions accurately and efficiently Perform the duties of a Teller Operations Supervisor as assigned. Assign work, ensure cash, coin and ATM machines are maintained/proofed, and order cash and supplies for the branch Perform the duties of an Assistant Manager as assigned. Manage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards and branch supplies, and advise the Manager of the need to reorder Perform the duties of a Financial Services Representative as assigned. Open membership accounts, IRAs, CDs, and assist members with their banking needs. Respond to member questions and resolve problems Assist members with completing consumer loan applications, collect required documentation, and obtain required signatures Cross-sell Teachers products and services Perform the duties of a Teller as assigned. Process deposits, withdrawals, loan payments, plan contributions and other transactions by verifying member identity/signatures, secure necessary approvals, and balance the Teller drawer Comply with Teachers policies, procedures, guidelines and applicable laws/regulations, ensure the security of the workstation including cash and negotiable items, and may assist other branch staff with daily balancing Perform other duties upon request from 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 Teachers pays 100% of Dental & Vision premium 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 The good faith range for this position is $23.80 - $28.60 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. #J-18808-Ljbffr Cooper Farms Inc.
- 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...Suggested
$23.5 - $30.35 per hour
...been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by... ...career opportunities. Summary: The Investment Services Support Specialist supports investment advisors in servicing accounts and responding...SuggestedFull timePart timeWork at officeImmediate start$24 - $26.5 per hour
...Degree High school Manage Others No Join Our Team Summary The Financial Services Representative II builds and strengthens member... ...financial goals and introduce members to internal business specialists to help meet their financial goals Leverage phone and e-mail...SuggestedFull timeWork experience placementImmediate start- Position: Member Service Representative/Personal Banker (Bilingual Spanish Speaking Preferred) Location: Bay Shore, NY Job Id: 338... ...culture and leadership matter, look no further. We are Jovia Financial Credit Union . Our name evokes joy, a feeling of optimism, trust...SuggestedFull timeFor contractorsFlexible hours
- 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...Suggested
- ...individual for client engagement in the lobby, assisting with financial transactions through mobile and online banking. Responsibilities... ...Diploma is required, along with qualifications in financial services preferred. The role offers full-time hours and operates on-site...Full time
$25 - $27.88 per hour
...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... ...to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. Key...Hourly payWork 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities....Hourly payContract workWork experience placementRemote workFlexible hours$70k - $80k
...Responsible for independently performing analysis of complex financial transactions and providing a recommendation to the BSA Manager... ...required. Minimum five years' experience in the financial services industry, of which at least three years must be BSA/AML/OFAC compliance...Currently hiringWork at office$86.9k - $95.5k
Senior Financial Analyst The Senior Financial Analyst provides strategic financial reporting, analytics, and business partnership support... ..., genetic information, disability, status in the Uniformed Services of the United States (including veteran status) or status as a...Full timeTemporary workWork at officeLocal areaMonday to Friday$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...Work at officeWork from home$101k - $135k
A leading aerospace company is seeking a financial analyst in Bohemia, NY to provide financial support to Conversion & Controls operations. Responsibilities include analyzing product costs, identifying cost-saving opportunities, and ensuring compliance with financial standards...$110k - $125k
Company ProfileMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and...Temporary workWorldwide$101k - $135k
...along with the business CFO. This role is a key part of the Electrical Power Operational Finance and will be responsible for all financial support to the Conversion & Control operations team, driving performance, managing often complex issues, and contributing to the overall...Contract workWork at officeRelocation package$23 - $24.5 per hour
...has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes... ...range of meaningful career opportunities. Summary The Financial Services Representative builds and strengthens member relationships and...Full timePart timeWork experience placementImmediate start$50 - $60 per hour
...finance professionalswith advanced degrees (MBA+) and professional experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. Inthis...Hourly payFull timeContract workPart timeWork experience placementRemote work$26.44 - $28.85 per hour
...Personal Lines Customer Service Representative About EIFS, A Division of Patriot Growth Insurance Services: Since 1985, Executive Insurance & Financial Services (EIFS) has been a trusted independent insurance agency serving individuals and businesses across New York...Hourly payFull timeTemporary workWork at officeLocal areaFlexible hours- Morgan-Stanley is seeking a Registered Client Service Associate in Town of Islip to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have strong interpersonal skills and experience in financial services, including knowledge...
$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Central Region role at Teachers Federal Credit Union 1 day ago Be among... ...alliances; analyze current and future competitors. Partner with specialists to connect members to experts who can help them with...Full timePart timeWork experience placementWork at officeLocal areaImmediate start$100k - $150k
...with an endless passion for enriching the lives of our clients. Financial Advisor Position Our Long Island office in New York is looking... ..., helping clients achieve their financial goals and providing service that exceeds expectations. Team members collaborate to meet objectives...Full timeTemporary workWork at officeFlexible hours- WizeHire, Inc is seeking a Financial Representative in the Town of Islip, NY to provide financial guidance to individuals, families, and... ...to work in the U.S. and have a passion for learning and growth in the financial services industry. #J-18808-Ljbffr WizeHire, IncFlexible hours
$65k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigate...Temporary workMonday to FridayShift workDay shift$142.1k - $236.8k
...Officers to assess the client’s current financial situation, goals and objectives to... ...Promote and sell the full array of financial services distributed by the Company to current... ...wealth solutions by utilizing a team of specialists as applicable. Responsible for...Temporary workWork experience placement$66.56k - $99.32k
...Line Of Business Gestion de patrimoine TD Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and... ...on‑going consultation, advice, planning and day to day account servicing. The FAA will rely on relationship building skills and the ability...Temporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours- Financial Adviser Entry Level, Career Changer or Experienced Agent/Advisor Ready to take... ...clients and your community? As a Financial Services Representative, you will work directly... ...team, which includes experienced in-house specialist advisors; for you to learn from,...Work experience placementFlexible hours
$100k - $115k
...division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes...Temporary work$134.97k - $224.96k
A prominent financial institution in Hauppauge, NY seeks an experienced Wealth Advisor. You will lead client relationships, implement... ...candidate has at least 7 years of sales experience in financial services, along with a Bachelor's degree. The compensation range for...- ...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses,...Flexible hours
- 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...
- ...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 workMonday to FridayShift workDay shift
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