Financial Services Associate
$18.83 - $29.28 per hourFlagstar Bank
Senior Financial Center Associate Location: Hauppauge, NY 11788 The Senior Financial Center Associate assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policy and procedures. Job Responsibilities Assists in Financial Center operations tasks: POD scanning, review teller work, invoice payment, financial center proof, daily/monthly financial center reports, monthly audits, etc. Supports tellers, provides feedback. Back-up to Financial Center Manager. Assists with opening and closing Financial Center; assists with facilities issues, and training of new hires. May open as a Head Teller/Teller and perform all teller functions as needed. See "Head Teller" and "Teller" job descriptions. Provides ongoing servicing relationship with clients and responds to inquiries and requests regarding accounts. Assists Private Client Groups with client relationships including wire transfers, new account paperwork, foreign wires, collections etc. Assists back office personnel in resolving operational issues, including proof, investigations and wire transfer requests. Assists financial center management with a variety of projects. Complete ongoing training as required - Compliance, HR, etc. Uses independent judgement and discretion to make decisions. Analyzes and resolves problems. Additional Accountabilities Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. Job Requirements Required Qualifications: Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. Minimum experience required: 2+ years in Financial Services (ex. Teller). Preferred Qualifications: Experience as supervisor/team lead in a branch setting. Knowledge of business accounts and wire transfers. Job Competencies Good verbal, written and interpersonal communication skills. Good problem solving skills. Ability to work independently with minimal supervision. Ability to maintain positive relationships. Client service oriented. Ability to manage multiple projects. Demonstrates high level of motivation. Team player. Works well in a changing dynamic environment. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. Physical demands (ADA): No unusual physical exertion is involved. Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Pay Range: $18.83 - $29.28
$28.5 - $34.15 per hour
...Summary The Premier Financial Representative is focused on engaging mass affluent members and... ...and supporting local branches with Premier services to help drive revenue for the credit union. Education and/or Experience Associate degree required or a minimum of four years...SuggestedFull timeWork experience placementWork at officeLocal areaImmediate start$100k
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...Investment Advisors, and Trust Officers to assess the client's current financial situation, goals and objectives to determine solutions through... ...the client base. Promote and sell the full array of financial services distributed by the Company to current and new clients....SuggestedTemporary workWork experience placementLocal area- ...Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience... ...individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...SuggestedFlexible hours
- ...and develop sales strategies to expand client relationships while ensuring compliance and delivering comprehensive wealth solutions. Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license and #J-18808-Ljbffr...Suggested
- ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the... ...guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to...Interim roleLocal areaImmediate startShift workDay shift
- ...Responsibilities Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to... ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products...
$17.74 - $29.57 per hour
...Work Hours 40 Job Description As a Banking Service Professional, the Personal Banker will... .... Meets with customers to analyze financial needs and maximize sales opportunities.... ...completion of a Valley Retail training program. Associates or Bachelor's degree with concentration...Full timePart timeWork at office- ...guided by a common purpose to help make financial lives better through the power of every... ...with conducting transactions through self-service resources, such as mobile banking,... ...Bachelor's Degree or business-relevant Associate's Degree such as business management, business...Work at officeFlexible hoursShift workWeekend workDay shift
$50k - $80k
...Financial Advisor - Teachers Federal Credit Union Your career path should lead to real... ...TruStage to offer a complete menu of financial services to credit union clients. This employment... ...Advisor working for TruStage and associated with LPL Financial. Under this model Financial...Local area$25.07 - $41.79 per hour
...customer experience through lobby management, servicing and sales interactions for retail and... ...to needs to based discussion on financial goals Identify financial needs of customers... ...Education and Experience Preferred: Associates degree Notary public license...Hourly pay$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...& Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern...For contractorsWork at office- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...data and evaluate complex commercial real estate and small business loans, assisting in loan approvals or denials. You will analyze financial statements, tax returns, and cash flows to assess risk and profitability, and prepare reports for loan officers. Bachelor’s degree...
- ...Degree (foreign equivalent or higher) and two years of full‑time financial aid experience including a working knowledge of financial aid... ...Advisor will provide direct financial aid counseling and customer service via telephone, e‑mail/electronic notification and in person to...Full timeWork at officeVisa sponsorshipWork visa
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- ...Degree (foreign equivalent or higher). Two years of full-time financial aid experience to include a working knowledge of financial aid... ...Advisor will provide direct financial aid counseling and customer service via telephone, email/electronic notification and in person to...Full timeWork at officeVisa sponsorshipWork visa
$80k - $150k
...ago Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing... ...changes and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications...- Job Description Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient... ...may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated...Hourly payDaily paidFull time
$18.5 - $23.42 per hour
...Banker is to deliver high quality customer service and responsiveness while providing... ...Performed 45% Processes daily transactions and associated general customer and account servicing... ...NBT has built a reputation as a stable financial institution by growing our people and...Full timeTemporary workPart timeBank staffWork visaFlexible hours$61k - $119k
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...ambitious, and relationship-driven individuals to join our team as Financial Professionals. In this role, you will work closely with... ..., goal-oriented, and committed to providing exceptional client service while building lasting relationships within their communities....$100k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing...Full timeTemporary workWork at officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Work at officeShift workDay shift
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful...Flexible hours$100k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...Live inWork at office- ...WealthBridge Financial Group in Melville, NY seeks entrepreneurial Financial Professionals to join our growing team. You will work with individuals, families, and business owners to develop customized financial strategies while growing your own practice within a collaborative...
- ...was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned...
$25.25 - $30.5 per hour
...seeks a Mortgage Consultant responsible for processing mortgage applications, ensuring accuracy, and providing exceptional member service. Candidates should have a high school diploma and at least two years of relevant experience in mortgage servicing. The position offers...Hourly pay$225k - $300k
...Morgan 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 individuals...Temporary workWorldwide
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