Financial Services Representative
3 weeks ago
This position offers a unique chance for a career-oriented sales professional to make a real difference in people's lives by helping them protect their assets and achieve their financial goals.
As a Licensed Insurance Sales Representatives, you will have the opportunity to work with a diverse range of clients, each with their own set of needs and challenges. You will need to be able to build trust quickly and establish lasting relationships with your clients.
Key Responsibilities:- Meeting and exceeding sales targets through proactive lead generation and conversion
- Providing personalized solutions to clients' insurance and financial needs
- Maintaining accurate records of client interactions and transactions
- A competitive base salary: $45,000 per year
- Ongoing training and development opportunities
- Bonuses for meeting performance targets
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Financial Services Representative
4 weeks ago
Albany, New York, United States First New York Federal Credit Union Full timeJoin First New York Federal Credit Union as a Financial Services Representative and play a key role in delivering exceptional customer experiences. As a Financial Services Representative, you will be the primary point of contact for members, handling their inquiries and resolving any issues they may have.Key Responsibilities:Respond to member inquiries in a...
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Financial Services Specialist
1 day ago
Albany, New York, United States Citizens Financial Group, Inc. Full timeCompany OverviewCitizens Financial Group, Inc. is a leading provider of investment services in the industry. Our mission is to deliver exceptional customer experiences and drive growth through innovation and expertise.SalaryThis role offers a competitive base salary with an opportunity to earn commissions based on performance. Individuals in this position...
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Financial Services Professional
14 hours ago
Albany, New York, United States StateJobsNY Full timeAbout Us\The New York State Department of Financial Services is a leading state agency that regulates and supervises the financial services industry. Our vision is to build an equitable, transparent, and resilient financial system that benefits individuals and supports business.\Job Summary\As a Senior Attorney, you will play a critical role in ensuring the...
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Medicaid Service Representative
2 days ago
Albany, New York, United States ALTA IT Services Full timeAbout the RoleThis is an exciting opportunity for a motivated and results-driven individual to join ALTA IT Services as a Medicaid Support Specialist. As a key member of our team, you will be responsible for providing top-notch customer service to Medicaid Providers, ensuring timely and efficient resolution of their billing and enrollment inquiries.You will...
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Financial Services Coordinator
18 hours ago
Albany, New York, United States Glens Falls National Bank & Trust Company Full timeJob Overview:A Financial Services Coordinator is required to provide administrative support to the Loan Services Department. This role involves a variety of clerical functions, including filing, updating systems, assembling documents, and providing customers with accurate information.The ideal candidate will have excellent communication skills, both written...
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Customer Service Representative Job
1 week ago
Albany, New York, United States Citizens Full timeAbout the JobCitizens is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and resolving customer issues.Salary Range: $17.85 - $23.57 per hourIn this role, you will work closely with our customers to understand their financial needs and provide...
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Financial Support Associate
3 weeks ago
Albany, New York, United States Thrivent Financial Full timeJob SummaryThis role provides administrative support to Paula-Christie Heighton. As a key member of the team, you will be responsible for ensuring the smooth operation of daily tasks, including answering phone calls, meeting with clients, and handling correspondence. The ideal candidate will possess excellent communication skills, attention to detail, and...
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Financial Service Associate
17 hours ago
Albany, New York, United States First New York Federal Credit Union Full timeJob ResponsibilitiesThe Financial Service Associate will play a critical role in meeting the financial needs of our members. Key responsibilities include providing expert advice on financial products and services, processing transactions accurately and efficiently, and ensuring that all interactions meet the highest standards of quality and...
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Teller and Customer Service Representative
3 weeks ago
Albany, New York, United States Trustco Bank Full timeAbout the RoleWe are seeking a highly motivated and organized individual to fill the position of Teller and Customer Service Representative at our New Scotland Avenue Branch in NY. As a key member of our team, you will be responsible for delivering exceptional customer service and processing financial transactions with accuracy and efficiency.Key...
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Financial Services Specialist
16 hours ago
Albany, New York, United States Citizens Full timeAbout CitizensCitizens is a leading provider of investment services, committed to delivering exceptional results for our clients. Our team is dedicated to providing personalized financial strategies that meet the unique needs of each individual.We are currently seeking talented Financial Advisors who can proactively identify and sell a broad array of...
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Financial Representative Opportunity
3 weeks ago
Albany, New York, United States Northwestern Mutual Full timeCompany OverviewNorthwestern Mutual is one of the 'World's Most Admired' companies, with over 160 years of experience helping clients achieve financial security.We combine expert financial professionals with personalized digital experiences and industry-leading products to give our clients the ability to successfully navigate their financial lives.
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Financial Services Associate
15 hours ago
Albany, New York, United States The Colony Group Full timeAbout The Colony GroupWe are a leading partnership of fiduciary wealth management and related financial services firms. Our goal is to provide access to best practices, greater resources, and continuity planning for our affiliated advisory firms, serving individuals, families, employers, and institutions with comprehensive financial services.Our ApproachWe...
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Financial Services Representative
2 days ago
Albany, New York, United States The Colwell Law Group, LLC Full timeWhy Work With UsThe Colwell Law Group, LLC offers a collaborative management philosophy, a professional, respectful, and diverse work culture. Our benefits include medical coverage with a national network and the firm pays for 75% of the Employee cost. We also provide dental, vision/Rx, pet, Aflac, and life insurance policy options. Paid time off includes 10...
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Financial Services Advocate
3 days ago
Albany, New York, United States Broadview FCU Full timeBroadview FCU OverviewWe are a not-for-profit credit union dedicated to serving our members and the community. Our goal is to provide exceptional service and support while fostering a positive and inclusive work environment.Role SummaryThis position involves delivering consultative service and assistance to credit union members over the phone. The successful...
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Financial Services Coordinator
3 days ago
Albany, New York, United States Fusco Personnel Inc. Full timeFusco Personnel Inc. is actively recruiting a skilled Client Wealth Coordinator to join our team at a reputable Wealth Management Firm in the Capital District area. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesDeveloping and maintaining strong...
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Financial Services Professional
3 weeks ago
Albany, New York, United States Trustco Bank Full timeJob DescriptionAs a Financial Services Professional at Trustco Bank, you will play a vital role in providing exceptional customer service and ensuring seamless financial transactions at our New Scotland Avenue Branch in NY.Main ResponsibilitiesDeliver top-notch customer service by responding promptly to customer inquiries and resolving issues...
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Administrative Services Coordinator
3 weeks ago
Albany, New York, United States Thrivent Financial Full timeAbout the PositionThis part-time position is ideal for an organized and detail-oriented individual who is looking for a flexible schedule. As an Administrative Assistant, you will provide critical support to Paula-Christie Heighton, including answering phone calls, scheduling meetings, and handling correspondence. The ideal candidate will possess excellent...
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Financial Services Specialist
3 weeks ago
Albany, New York, United States Fusco Personnel Inc. Full timeJob SummaryWe are seeking a Financial Services Specialist to join our team in Albany, NY. This is a full-time direct hire opportunity with a growing Wealth Management Firm in the Capital District area.
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Financial Services Team Lead
4 days ago
Albany, New York, United States Fusco Personnel Inc. Full timeAbout the JobWe are seeking a Financial Services Team Lead to join our team at Fusco Personnel Inc. The ideal candidate will have a strong background in financial services, with experience in sales, customer service, and leadership. As the Financial Services Team Lead, you will be responsible for leading a team of financial services professionals, providing...
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Financial Services Expert
1 month ago
Albany, New York, United States Broadview FCU Full timeThe MSR role at Broadview FCU involves delivering consultative service and assistance to credit union members over the phone. This includes resolving member issues, understanding and addressing financial needs with empathy, and fostering relationships to enhance satisfaction.