Member Banking Advisor Financial Solutions & Education
Teachers Federal Credit Union
Teachers Federal Credit Union in South Setauket is looking for a Financial Services Representative to build member relationships and enhance banking experiences. The role includes processing transactions and providing tailored financial solutions. Successful candidates will have a high school diploma and strong communication skills, with an emphasis on customer service and problem-solving. The position offers competitive pay and benefits, including paid time off and 401(k) contributions. #J-18808-Ljbffr
- ...Selden, New York is seeking a Financial Services Representative II to build and strengthen member relationships. You will process... ...and provide tailored solutions to meet members' financial needs... ...service experience and knowledge of banking products. This position offers...Suggested
- ...a Personal Banker I (Teller) to deliver exceptional service to members. This role involves processing transactions and strengthening member... ...relationships through effective communication and support for banking services. Candidates should have a high school diploma and...Suggested
$25 - $27.88 per hour
Bank of America is seeking a motivated individual for a client-... ...engaging clients in the lobby to educate and assist them with banking... ...relationships to meet their financial needs. Successful candidates... ...and the ability to identify solutions based on client needs. This role...SuggestedHourly pay$65k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...bonds, mutual funds, annuities, and banking and money‑managed solutions.... ...Written Communications Minimum Education Requirement High School Diploma...SuggestedTemporary workMonday to FridayShift workDay shift- A leading financial services company in Selden, NY is seeking an advisor to provide comprehensive financial advice and solutions for clients. The role involves meeting clients to review their financial goals, recommending banking and investment strategies, and requires...Suggested
- ...At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive... ..., and cross‑sell strategies within retail banking. Personal Bankers will also identify referrals for...Local areaFlexible hoursNight shift
$72.28k - $108.16k
...Job Description: The Financial Advisor (FA) role is a three-... ...investment management solutions. A FA will need to... ...relationships with TD Bank and refers to Retail and... ...Ensures all Continuing Education requirements are attained... ..., as a team member and as a mentor to new...Work at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...TD Job Description The Financial Advisor Associate (FAA) works... ...term financial goals, educate and advise prospects and... ...appropriate Wealth solutions Identifies opportunities... ...and adhering to TD Bank & TD Wealth Policies and... ...individually, as a team member and as a mentor to new...Temporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours$25.07 - $41.79 per hour
...customers' needs through the bank’s retail sales process... ...proactive basic sales solutions through customer... ...to the appropriate team member/partner. Specializes in... ...to based discussion on financial goals Identify financial... ...phone to follow up and educate on value added products...Hourly pay- ...service. Knowledge of all Bank products and services and ability to educate and demonstrate... ...with customers to analyze financial needs and maximize sales... ...mentoring branch staff members. Ability to perform all... ...Experience: ~ FIS/IBS (Integrated Banking Solutions)....
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run... ...providing comprehensive advice and customized solutions to clients to help them achieve their financial...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...bankers in Ridge, New York, to join their Consumer, Small, and Business Banking division. The role emphasizes building strong customer relationships, assisting with account management, and educating clients on digital banking tools. Ideal candidates will have customer...Full timePart time
$23.5 - $30.35 per hour
...been committed to guiding members toward building a strong financial foundation today for a... ...being both a Best Place to Bank and a Best Place to Work.... ...Specialist supports investment advisors in servicing accounts and... ...to customer requests. Education and/or Experience:...Full timePart timeWork at officeImmediate start- ...Personal Banker I to deliver exceptional service to both current and prospective members. Responsibilities include processing transactions, addressing inquiries, and assisting with digital banking support. The ideal candidate will need customer service experience and a high...Immediate start
- ...Teller) to provide exceptional service to members while processing transactions... ...customer service expertise, particularly in a banking environment, and experience with cash handling... ...including Saturdays. Join us to promote financial wellness within our community. #J-18808-...Flexible hours
$250k
...of Influence (COIs) and the Member Get Member (MGM) Program Assist... ...needs of clients, educate clients on all service and digital... ...and present product offers/financial solutions Understand and comply with Citibank... ...experience Previous banking, retail, or sales experience...Full time$23.8 - $28.6 per hour
...Financial Services Specialist – Port Jefferson Join to apply for the... ...has been committed to guiding members toward building a strong... ...on being both a Best Place to Bank and a Best Place to Work. Summary... ...and operational excellence. Education And/or Experience A high school...Full timeImmediate start$27.59 - $45.98 per hour
...Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for... ...schedules, how to optimize/educate all types of consumer debt... ...prioritization skills Demonstrated financial services product knowledge...Hourly pay- Suffolk Federal Credit Union is seeking a Personal Banker I to deliver exceptional service to members. Responsibilities include processing transactions, identifying referrals for lending services, and participating in community events. The ideal candidate will have 1-2...
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base... ...Services, Private Bank, Mortgage or Business... ...’s clients and Key. **Education*** High School Diploma...Hourly payWork experience placementDay shift- ...strategies, manage loan applications, and ensure compliance with regulations. The ideal candidate has a four-year degree or equivalent banking experience, along with strong management and customer service skills. Join us to lead a dedicated team and impact our community...
- ...seeking a dedicated Private Client Banker to provide tailored financial solutions for clients with up to $2M in investable assets. This role... ...developing strong relationships, and ensuring compliance with banking procedures. The ideal candidate should possess strong...
- ...significance of these various efforts are determined by the overall bank’s current focus, campaign, or needs. Conduct sales calls and... ..., treasury management or other banking related experience Financial services industry experience Business development Supervisory role...Night shift
- A leading financial institution is seeking a Financial Advisor in Medford, NY. The position involves providing tailored financial advice and support to clients... ...offers a competitive salary with potential benefits and a hybrid work schedule. #J-18808-Ljbffr Bank of America
$25.3 - $30.35 per hour
...Union has been committed to guiding members toward building a strong financial foundation today for a better... ...focused on being both a Best Place to Bank and a Best Place to Work. From part... ...service and operational excellence. Education And/or Experience A high school education...Full timePart timeImmediate start- ...TD Bank in Bohemia is hiring a Teller I for 30 hours a week. This role involves processing banking transactions efficiently and educating customers on TD's services. Ideal candidates should have strong customer service skills and a high school diploma. TD Bank offers...
$45k - $75k
...Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity... ...a team that is dedicated to helping members in every stage of their financial life.... ...Federal Credit Union for financial solutions. This position will offer: The ability...Local area- ...seeking a detail-oriented and member-focused Loan Processor to... ...preferably within a Credit Union, bank, or mortgage lending... ...Join a team dedicated to helping members achieve their financial goals while providing exceptional service and personalized lending solutions....Work at office
$23 - $29.5 per hour
...: Personal & Commercial Banking Job Description: The... ...accuracy and efficiency while also educating customers on TD's products... ...to a partner for specialized solutions. **This location is open... ...based conversations; offering financial & digital solutions, and/or referring...Work at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift- M&T Bank is looking for a motivated individual in Bayport, New York to identify customer needs and provide proactive sales solutions. The role includes relationship management, basic research on customer profiles, and educating clients on relevant products. The ideal candidate...
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