Senior Financial Services Specialist: Notary & Lending Expert
Teachers Federal Credit Union
Teachers Federal Credit Union in Farmingville, NY is seeking a Senior Financial Services Representative who will engage members in person and virtually, manage a book of business, and support Consumer, Small Business and Lending services to drive revenue. The role requires strong communication, notary eligibility within four months, and proficiency with CRM and Microsoft Office. You’ll build relationships, assess financial needs, and collaborate with specialists to offer tailored solutions in a #J-18808-Ljbffr Teachers Federal Credit Union
$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Nesconset... ..., Small Business, and Lending services to drive... ...required. Commissioned notary or can successfully obtain... ...competitors. Partner with specialists to connect members to experts who can help them with...SeniorFull timeWork experience placementWork at officeLocal areaImmediate start- Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This role entails building strong relationships, identifying lending opportunities, and collaborating with cross-functional teams to...Senior
- Suffolk Credit Union is seeking a Financial Services Representative III (Personal Banker) to deliver outstanding member experiences and grow... ...branch operations with the Assistant Branch Manager, refer lending and wealth-management opportunities, and ensure accuracy, confidentiality...Senior
- Suffolk Credit Union in New York seeks a Financial Services Representative III (Personal Banker) to deliver exceptional member experiences... ...relationships through retail banking, cross-selling, and referral of lending and wealth services. You will supervise daily branch...Senior
- Suffolk Credit Union in Miller Place, NY is hiring a Financial Services Representative III (Personal Banker) to deliver exceptional member... ...retail banking. You will identify referral opportunities for lending, wealth management, and other services while working with the...Senior
- ...guided by a common purpose to help make financial lives better through the power of... ...transactions through self-service resources, such as mobile banking, online... ...knowledge and network by partnering with experts in small business, lending, and investments - Manages financial...Work at officeFlexible hoursShift workWeekend workDay shift
$23.5 - $30.35 per hour
Teachers Federal Credit Union in Farmingville seeks an Investment Services Support Specialist. This role supports investment advisors, maintains compliance records, and responds to customer inquiries. Candidates must have a high school diploma, preferably a bachelor’s degree...Hourly pay- ...Personal Banker II (Financial Services Representative) At Suffolk Credit Union, we empower our... ...for referrals to areas such as consumer lending, commercial lending, mortgage lending,... ...cash handling experience preferred. Notary License required or to be obtained within...Local areaFlexible hoursNight shift
- ...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 001 Manufacturers and Traders Trust CoSenior
$24.5 - $28 per hour
A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will...SeniorHourly pay- ...Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation... ...National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business...Work experience placementWork at officeImmediate start
- ...business loan requests for approval. You will analyze tax returns, financial statements, and credit reports to assess risk and profitability... ...for leadership consideration. The role focuses on the business lending area, with responsibilities ranging from underwriting to...
- North Atlantic Industries is seeking a PCB Designer III to independently lead layout and documentation of complex, high-density PCBs for rugged embedded products. You will drive layout quality, manufacturability, and schedule performance through cross-functional collaboration...Senior
- NBT Bank is seeking a Relationship Banker to deliver high-quality customer service and consultative support. You will handle deposits, consumer lending transactions, and account openings, while educating customers and cross-selling suitable products. The role may be in...
$50.68k - $60.56k
Position Summary At Stony Brook Medicine, a Patient Financial Experience Specialist will support the patient financial experience from within the hospital’s Patient Financial Services Department. The position will support day-to-day business functions impacting customer...Full timeWork at officeDay shift- M&T Bank Corporation is seeking a Bilingual Senior Relationship Banker to enhance customer relationships... ...high school diploma and 3+ years of customer service or sales experience. Join M&T Bank to grow your career in the financial services industry. #J-18808-Ljbffr M&T Bank...Senior
- Stony Brook University is seeking a Senior Analyst in the Budget, Financial Planning & Analysis Office to deliver advanced financial analyses, reporting, and dashboards across SUNY BI, Tableau, OBIEE, Excel and Access. The role emphasizes data-driven decision support and...SeniorWork at office
- Suffolk Credit Union is looking for a Financial Services Representative III (Personal Banker) in Smithtown, New York. This role is essential in delivering exceptional member experiences, enhancing member relationships, and overseeing daily branch operations in collaboration...Senior
- Suffolk Credit Union is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional member experiences in a retail banking setting in New York. The role includes acquisition, retention, and cross-selling, with a supervisory component working...Senior
$27.59 - $45.98 per hour
## Bilingual Senior Relationship Banker (English and Spanish)Applyremote type: Onsite Positionlocations... ...and knowledge of products and services offered by Business Banking.* Evaluate... ...and prioritization skillsDemonstrated financial services product knowledgeAbility to...SeniorHourly pay- Stony Brook Medicine is seeking a Patient Financial Experience Specialist to support patient billing, collections and financial assistance within the hospital’s Patient Financial Services Department. The role focuses on customer service and accurate account maintenance....
- Teachers Federal Credit Union in Hauppauge, NY is looking for a Senior Contact Center Specialist to be the first point of contact for member inquiries... .... This role requires providing exceptional customer service while managing account inquiries and ensuring adherence to...Senior
- ...them confidently achieve their financial goals by delivering... ...clients to appropriate products, services, or partners Executes with accuracy... ..., or other residential lending activities Adheres to all policies... ...) as required for the role Notary License (or ability to obtain...Work at office
- Brookhaven National Laboratory is seeking a Senior Administrative Services Assistant for the Housing Office. The role supports daily front desk operations, reviews system data, balances audits, and manages billing and housing agreements for long-term visitors. You will...SeniorWork at office
$28.85 - $33.65 per hour
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Teachers Federal Credit Union in Selden, New York is seeking a Financial Services Representative II to build and strengthen member relationships. You will process financial transactions and provide tailored solutions to meet members' financial needs. The ideal candidate...
- J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships... ...will have at least 2 years of experience in financial services and possess necessary licenses such as Series 7 and Series 66....
- State Farm Insurance Agent John Fischer in Selden, NY seeks an experienced financial services professional to consult on financial planning, life and health insurance, and long-term protection strategies for clients. This role emphasizes meaningful client conversations...
$24 - $26.5 per hour
...members toward building a strong financial foundation today for a better... .... Summary The Financial Services Representative II builds and... ...experience required Commissioned notary or can successfully obtain a... ...members to internal business specialists to help meet their financial...Full timePart timeWork experience placementImmediate start$70k - $100k
A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting...Full timeFlexible hours
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