![Community Bank System](https://media.trabajo.org/img/noimg.jpg)
Financial Consultant Albany
3 weeks ago
Overview:
At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, were committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, good benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities:The function of the Financial Consultant I is to actively manage the investment and insurance relationships within an assigned branch network of the Bank. The consultant shall work with all bank partners to deliver planning services and the appropriate products to bank customers, prospects, personal clientele and to non-bank prospects in a given territory.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
- Provide clients with suitable solutions to their financial services needs while maintaining a high standard of ethics.
- Service the needs of existing customers and effectively manage existing book of business for additional investment customers.
- Demonstrate good business practices involving, but not limited to, punctuality, professional demeanor, and leadership
- Maintain neat, timely, and accurate records for regulatory and business purposes.
- Set and maintain sales goals in cooperation with management.
- Network with community centers of influence to generate mutual referrals.
- Train and work cooperatively with branch staff to obtain qualified referrals.
- Train branch staff on the compliance of selling investment products.
- Abide by the terms and agreements outlined by LPL Financial LLC (the firm's Broker Dealer).
- As an integral member of Community Investment Services, Inc., this position is responsible to assist CISI and the bank in achieving their goals.
- B.S. degree in finance (or a related field)
- Securities License 7, 66, and NY Life and Health License
- Proficient reading, writing, grammar and mathematics skills.
- Excellent interpersonal relations and communication skills.
- Intermediate Microsoft Word, Excel, and email systems skills.
- Working knowledge of the policies, procedures, and regulations related to the sale of investment products.
- Minimum of 5 year industry experience or related field
Min:
USD $64,000.00/Yr.
Max:
USD $108,804.00/Yr.
Other Job Information:
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
-
Financial Services Consultant
2 weeks ago
Albany, United States Capital Bookkeeping Cooperative Full timeCapital Bookkeeping Cooperative (CBC) is a worker-owned company dedicated to providing comprehensive financial management services to small businesses, nonprofits, and cooperatives nationwide. **Why Join CBC?** - Actively participate in decision-making and ongoing development at CBC. - Benefit from a supportive work environment with opportunities for...
-
Financial Consultant Albany
4 weeks ago
Albany, United States Community Bank NA Full timeOverview At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail...
-
PeopleSoft Financials consultant
4 weeks ago
Albany, United States Mindlance Full timeJob Title: PeopleSoft Financials consultant Location: Albany, NY Duration: 30+ Months Job Description: • 84 months of experience performing software analysis activities (Functional Analysis and Design, Data Analysis/Reconciliation, Business Process Definition, Requirements Management, Writing and Executing Test Scripts) • 60 months of experience...
-
Medical Scheduler
2 weeks ago
Albany, United States Albany Medical Center Full timeDepartment/Unit: HBD - Neurosurgery-Spine Work Shift: Day (United States of America) Medical Scheduler, Albany, NY Neurosurgery Office Work Schedule: Monday - Friday The Medical Scheduler provides advanced clerical support and fosters coordination of functions for effective operation and administration of office functions. Demonstrates a high degree of...
-
Patient Service Associate
1 week ago
Albany, United States Albany Medical Center Full timeDepartment/Unit: HBD - OBGYN Generalist Work Shift: Day (United States of America) Patient Service Associate, Albany, NY Work Schedule: Monday - Friday We are seeking an Administrative Associate with excellent customer service skills and clerical experience to join our team! The Patient Service Associate provides advanced clerical support and fosters...
-
Practice Coordinator
4 weeks ago
Albany, United States Albany Medical College Full timePractice Coordinator - General Surgery, Albany page is loaded Practice Coordinator - General Surgery, Albany Apply locations 50 New Scotland Avenue Albany, NY 12208 time type Full time posted on Posted Yesterday job requisition id 59993 Department/Unit: HBD - General Surgery Work Shift: Day (United States of America)Practice Coordinator, Albany General...
-
Nocturnist Opportunity in Albany
6 days ago
Albany, United States Albany Medical Center Full timeThe Division of Hospital Medicine is seeking a full-time hospitalist nocturnist to join an innovative team culture with strong nurse practitioner support at the regions largest hospital and trauma center.Responsibilities include supervision and teaching of medical residents and supervision of mid-levels.Responsibilities also include admissions, consults, and...
-
Peoplesoft Financial Consultant
4 days ago
Albany, United States PamTen Full timeTitle: Peoplesoft Financial Consultant Experience: 7+ Years Location: Albany, NY (Onsite) Duration: 6+ Months Description: Works in the field of Information Technology, experienced in the usage and support of a collection of development platforms, technical architectures or business applications and products that run on those platforms - beyond that of a...
-
Albany, New York, United States Albany Medical Center Full timeThe Division of Cardiology at Albany Med Health System is seeking an academic non-invasive cardiologist to join our team. This position will focus on all aspects of non-invasive cardiology including, inpatient consultative and critical cardiac care, office-based practice, and image interpretation. The Division offers unique faculty expertise in all areas of...
-
Patient Service Associate
3 weeks ago
Albany, United States Albany Med Full timeDepartment/Unit: Psychiatry Resident Clinic Work Shift: Day (United States of America) Patient Service Associate , Albany, NY Psych Outpatient Clinic Work Schedule: Monday - Friday We are seeking an Administrative Associate with excellent customer service skills and clerical experience to join our team! The Patient Service Associate provides advanced...
-
Medical Scheduler
4 weeks ago
Albany, United States Albany Medical Center Full timeDepartment/Unit: Community Neurology Work Shift: Day (United States of America) Medical Scheduler, Albany, NY Community Neuro Work Schedule: Monday - Friday Welcome to Albany Medical Center, providing excellent care to our community each day. We have an exciting opportunity for health care employees or entry level candidates looking to join our...
-
Peoplesoft Financial Consultant
2 weeks ago
Albany, New York, United States PamTen Full timeTitle: Peoplesoft Financial Consultant Experience: 7+ Years Location: Albany, NY (Onsite) Duration: 6+ Months Description: Works in the field of Information Technology, experienced in the usage and support of a collection of development platforms, technical architectures or business applications and products that run on those platforms - beyond that of a...
-
Medical Scheduler
4 weeks ago
Albany, United States Albany Med Health System Full timeDepartment/Unit: HBD - Surgery Urology Work Shift: Day (United States of America) Medical Scheduler, Albany, NY Urology Office Work Schedule: Monday - Friday Welcome to Albany Medical Center, providing excellent care to our community each day. We have an exciting opportunity for health care employees or entry level candidates looking to join our Front...
-
Peoplesoft Financial Consultant
4 weeks ago
Albany, United States PamTen Full timeTitle: Peoplesoft Financial Consultant Experience: 7+ Years Location: Albany, NY (Onsite) Duration: 6+ Months Description: Works in the field of Information Technology, experienced in the usage and support of a collection of development platforms, technical architectures or business applications and products that run on those platforms - beyond that of a...
-
Patient Service Associate
4 weeks ago
Albany, United States Albany Medical Center Full timeDepartment/Unit: HBD - Medicine Gastroenterology Work Shift: Day (United States of America)Patient Service Associate , Albany, NY Gastroenterology Office Work Schedule: Monday – Friday We are seeking an Administrative Associate with excellent customer service skills and clerical experience to join our team! The Patient Service Associate provides...
-
Patient Service Associate
4 weeks ago
Albany, United States Albany Medical Center Full timeDepartment/Unit: HBD - Community Endo Work Shift: Day (United States of America) Patient Service Associate, Albany, NY Community Endo Work Schedule: Monday - Friday We are seeking an Administrative Associate with excellent customer service skills and clerical experience to join our team! The Patient Service Associate provides advanced clerical support...
-
RN-Lactation Consultant
3 weeks ago
Albany, United States Albany Medical Center Full timeDepartment/Unit: Lactation Work Shift: Day (United States of America)The Lactation Nurse is responsible for providing safe, family centered patient care by assessing, planning, implementing and evaluating lactation capability and care planning for the mother-infant breastfeeding dyad and family partners in care . Recognizes and appreciates that each...
-
RN-Lactation Consultant
2 weeks ago
Albany, New York, United States Albany Medical Center Full timeJob DescriptionDepartment/Unit:LactationWork Shift:Day (United States of America)The Lactation Nurse is responsible for providing safe, family centered patient care by assessing, planning, implementing and evaluating lactation capability and care planning for the mother-infant breastfeeding dyad and family partners in care . Recognizes and appreciates that...
-
Practice Coordinator
4 weeks ago
Albany, United States Albany Med Health System Full timeDepartment/Unit: HBD - General Surgery Work Shift: Day (United States of America) Practice Coordinator, Albany General Surgery The Practice Coordinator provides day-to-day management of administrative activity within the division. Responsible for staff supervision, planning, cost center management, program and special-event coordination. Works closely with...
-
Medical Scheduler
4 weeks ago
Albany, United States Albany Med Health System Full timeDepartment/Unit: Community Neurology Work Shift: Day (United States of America) Medical Scheduler, Albany, NY Community Neuro Work Schedule: Monday - Friday Welcome to Albany Medical Center, providing excellent care to our community each day. We have an exciting opportunity for health care employees or entry level candidates looking to join our Front...