Senior Financial Services Advisor — Retail Banking
Teachers-Federal-Credit-Union
Teachers Federal Credit Union in New York seeks a Senior Financial Services Representative to engage members and grow their membership both in person and virtually. You will manage a book of business across Consumer, Small Business, and Lending services to drive revenue. Qualified candidates will have a high school diploma, 2+ years in a branch, and CRM/Salesforce proficiency; notary commission within four months is required. Travel to local branches may be needed. #J-18808-Ljbffr Teachers-Federal-Credit-Union
$25.3 - $30.35 per hour
...NY, 11706,United States Job Category Retail Banking Employee Type Regular Full Time... ...guiding members toward building a strong financial foundation today for a better... ...career opportunities. Summary: The Senior Financial Services Representative role is focused on engaging...SeniorFull timePart timeWork experience placementLocal areaImmediate start$75.9k - $126.5k
...Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market... ...' goals Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams... ...securities, advisory, and insurance services and is not a separate legal entity....SuggestedWork experience placement- ...Accountant role in Brentwood, NY focuses on maintaining the integrity of accounting information and performing analyses to support financial reporting. As a Sr. Accountant, you will record, verify, analyze, and enter transactions while supporting monthly management...Senior
- Teachers Federal Credit Union in Bayshore, NY, seeks a Senior Financial Services Representative to engage members in person and virtually and to grow a productive book of business across consumer, small business and lending services. You will build lasting relationships...Senior
- Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This... ...3 years of customer service experience, particularly in banking, and a high school diploma. Responsibilities also include supervisory...Senior
$28.85 per hour
...- Ronkonkoma Job Category : RETAIL BANKING Requisition Number : MEMBE00... ...match FourLeaf products and services in ways to enrich the lives... ...the members and to process financial transactions with accuracy and... ...assigned FourLeaf Financial Group Advisor to set appointments for...Hourly payFull timeWork at officeFlexible hoursNight shift- ...At Valley Bank, we believe in people's growth potential. We invest... ...as well. As a Banking Service Professional, the Personal Banker... ...and cross-selling to meet their financial needs. Present a confident and... ...Provides deep understanding of Retail Banking and strong Customer Service...Work at office
$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Nesconset role at Teachers Federal Credit Union . Summary The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually...SeniorFull timeWork experience placementWork at officeLocal areaImmediate start- ...Senior Principal Electrical EngineerProvide technical leadership throughout the entire product lifecycle, from requirements definition and system architecture through qualification, production, and long-term sustainment.Lead the design, analysis, simulation, verification...Senior
$24 - $27 per hour
Job Category Retail Banking Employee Type Regular Full Time Required Degree High school Manage... ...members toward building a strong financial foundation today for a better tomorrow.... ...career opportunities. Summary The Financial Services Representative II builds and strengthens...Full timePart timeWork experience placementImmediate start- ...Personal Banker II (Financial Services Representative) At Suffolk Credit Union, we empower our members and strengthen our community by... ...strategies like acquisition, retention, and cross-selling within retail banking. Representatives also identify opportunities for referrals...Local areaFlexible hoursNight shift
- ...Personal Banker III (Financial Services Representative) Role Overview: As a Financial Services Representative III (Personal Banker) at... ...acquisition, retention, and cross-selling strategies within the retail banking environment. In addition to identifying referral...Local areaFlexible hoursNight shift
- ...Senior Financial Representative Where Ambition Meets Innovation... ...of the Wealth Advisors Group is a group of corporate... ...: Customer Service: Advisors are responsible... ...advice and guidance to retail clients Strong understanding... ...an applicant's bank or credit card. Should...SeniorWork experience placementWork at officeImmediate startWork from home
$68.52k - $117.52k
...Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program... ...to leverage their experience to service the unique and complex needs of TD Wealth... ...the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as...Work at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...Wealth Job Description The Financial Advisor Associate (FAA) works with TD... ...planning and day to day account servicing. The FAA will rely on... ...FAA will educate and coach Retail Store staff to identify referral... ...and adhering to TD Bank & TD Wealth Policies and Procedures...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- Effie Knuth - State Farm Agent is seeking a motivated financial services professional in the Town of Islip, New York. In this role, you will consult with clients on financial planning and provide guidance on life and health insurance strategies. The ideal candidate will...Flexible hours
- Morgan Stanley is seeking a Portfolio Manager to lead and manage client portfolios for OCIO Endowment & Foundation clients. You will drive asset allocation, manager selection, risk monitoring, and client reporting to ensure objectives are met. You will engage with internal...Senior
$100k - $160k
DescriptionKforce's client is a well-established, middle-tier full-service CPA firm located on beautiful Long Island is seeking a Tax Senior and Tax Manager to their growing tax department.Summary:The Tax Senior and Tax Manager will service diverse clientele, handling tax...SeniorWork from home$102k - $138k
DescriptionKforce has a client in Hauppauge, NY that is seeking a Tax Manager/Tax Senior.Summary:Due to rapid growth, Kforce's client, a Long Island based CPA firm which specializes in High Net Worth and family office clients, is seeking a Tax Manager and a Tax Senior....SeniorWork at officeFlexible hours$124k - $280k
...SummaryThe OpportunityAs an Oracle Cloud Finance Consultant - Senior Manager, you will help organizations leverage enterprise technology... ..., and governance- Utilizing advanced knowledge of Oracle Financials and Hyperion Financial Management to enhance financial reporting...SeniorFull timeH1b$55.95k
...The Commack School District seeks qualified applicants for the civil service position of: Senior Account Clerk This position is part of the Business Office. Highly competitive salary schedule, starting at $55,951.00 Additional stipend opportunities for college degree (...SeniorWork at office- ...planning. The attorney will advise on Medicaid eligibility, develop protection strategies, oversee applications and appeals, and counsel families through complex healthcare and financial decisions. Onsite position with competitive compensation and benefits. #J-18808-Ljbffr...SeniorWork at office
$60k - $70k
...Dime Commercial Bank (Dime) in Hauppauge, NY is hiring a Senior Fraud Specialist to detect and prevent fraud, ensuring the safety of our customers' accounts. This role requires a strong analytical mindset and thrives in a fast-paced environment. Salary is commensurate...Senior- Turtle and Hughes in Commack, NY is seeking a Warehouse Manager to lead the warehouse team, oversee receiving, storage, picking, and shipping, and ensure accuracy, safety, and efficiency in daily operations. You will drive productivity, enforce SOPs, and collaborate with...Senior
$142.1k - $236.8k
...Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives... ...the full array of financial services distributed by the Company to... ...belonging and reflects the M&T Bank brand.Maintain M&T internal control...Full timeTemporary workWork experience placement- • Conducting research discovery to define problems • Applying mixed methods research practices • Identifying the right problems using problem discovery frameworks • Prioritizing problems to be solved • Utilizing visual design principles applied to UI design • ...SeniorWork at office
- M&T Bank in Hauppauge, New York is seeking a seasoned Relationship Manager to oversee an assigned portfolio of small business loan and... ...solicit new business, manage risk and credit decisions, and service clients through the bank’s relationship management program. Aggressively...Senior
- Citi in Brentwood, NY seeks a Head Universal Banker to lead and mentor the branch team while delivering exceptional service on transactions and sales. You will guide clients and staff, champion risk controls, and drive a consistent client and team experience aligned with...Senior
$95k - $110k
CCN01 Spellman High Voltage Electronics Corporation seeks a PCB Designer in Hauppauge, NY. This role involves developing mixed-technology printed circuit boards (PCBs) and associated mechanical components, ensuring adherence to design standards and industry guidelines. ...Senior- Qosmedix in Ronkonkoma, NY is seeking a strategic Senior Director of Sales & Business Development to drive revenue growth, expand market presence, and shape long-term direction. This executive will partner with the Division President and cross-functional leaders to lead...Senior
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