Current jobs related to Banking and Financial Services Professional - Brooklyn, New York - Popular
-
Financial Analyst
2 weeks ago
Brooklyn, New York, United States Phaxis - Financial Services Full timeJob SummaryAs a key member of the Phaxis - Financial Services team, the Financial Analyst will be responsible for assisting with month-end close and working closely with the General Ledger.Key responsibilities include:Performing daily bank reconciliations to ensure accuracy and completenessConducting monthly reconciliations of assets and liabilities to...
-
Banking Professional
2 weeks ago
Brooklyn, New York, United States Kearny Bank Full timeJob Summary:As a Banking Professional at Kearny Bank, you will be responsible for providing exceptional service to all existing and potential clients. Your primary goal will be to manage the full client experience efficiently, identifying sales opportunities, making referrals, and handling service transactions.Key Responsibilities: Develop, expand, and...
-
Senior Financial Operations Specialist
6 days ago
Brooklyn, New York, United States Phaxis - Financial Services Full timeJob OverviewAt Phaxis - Financial Services, we are seeking a highly skilled and detail-oriented Staff Accountant to join our team.The ideal candidate will have a strong background in accounting principles and a proven track record of successfully managing financial operations.Estimated Salary$65,000 - $80,000 per year, depending on experience.Job...
-
Small Business Banking Professional
2 weeks ago
Brooklyn, New York, United States Bank of America Full timeJob Title: Small Business BankerAt Bank of America, we are committed to helping small businesses thrive through comprehensive financial solutions. As a Small Business Banker, you will play a critical role in providing expert guidance and support to entrepreneurs and business owners in the Brooklyn, NY area.Key Responsibilities:Manage the end-to-end client...
-
Financial Services Representative
2 weeks ago
Brooklyn, New York, United States Carver Federal Savings Bank Full timeJob Title: Financial Services RepresentativeCarver Federal Savings Bank is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our Retail Banking Division, you will be responsible for providing exceptional customer service and sales support to our clients.Key Responsibilities:Develop and...
-
Bank Teller
2 weeks ago
Brooklyn, New York, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Bank Teller to join our team. As a Bank Teller, you will be responsible for providing exceptional customer service, processing transactions, and helping customers achieve their financial goals.Key ResponsibilitiesProvide personalized banking services to customers, including cash handling, deposits, and...
-
Property Financial Operations Specialist
6 days ago
Brooklyn, New York, United States Phaxis - Financial Services Full timeCompany OverviewPhaxis - Financial Services is a leading provider of financial solutions, dedicated to delivering high-quality services to our clients.SalaryThe estimated annual salary for this position is $65,000 - $90,000, depending on experience and qualifications.Job DescriptionKey ResponsibilitiesAs a Property Financial Operations Specialist, you will...
-
Teller (Part Time) - Banking Professional
1 week ago
Brooklyn, New York, United States Popular Full timeJob Summary:The Teller (Part Time) position at Popular is a key role in providing exceptional customer service and ensuring the accurate processing of transactions. As a Teller, you will be responsible for executing banking transactions, maintaining cash handling and security procedures, and promoting a positive customer experience.Key...
-
Tax Financial Services Professional
3 weeks ago
Brooklyn, New York, United States Kaufman Rossin Full timeJoin Our Team at Kaufman RossinWe are seeking a highly motivated and detail-oriented individual to join our team as a Tax Financial Services Intern. As a member of our team, you will have the opportunity to gain hands-on experience in tax and financial services, working alongside our experienced professionals.Key Responsibilities:Assist in the preparation of...
-
Tax Financial Services Professional
3 weeks ago
Brooklyn, New York, United States Kaufman Rossin Full timeJoin Our Team at Kaufman RossinWe are seeking a highly motivated and detail-oriented individual to join our team as a Tax Financial Services Intern. As a member of our team, you will have the opportunity to gain hands-on experience in tax and financial services, working alongside our experienced professionals.About Kaufman RossinKaufman Rossin is a leading...
-
Insurance and Financial Services Professional
2 weeks ago
Brooklyn, New York, United States Alan Wheeler - State Farm Agent Full timePosition OverviewWe are seeking a motivated and self-starting professional to join our team as an Insurance and Financial Services Professional. As a State Farm Agent Team Member, you will play a key role in helping our business grow through value-based conversations and exceptional customer service. If you are passionate about helping people manage risk and...
-
Digital Banking Manager
2 weeks ago
Brooklyn, New York, United States The Symicor Group Full timeDigital Banking Manager Job DescriptionThe Symicor Group is a boutique talent acquisition firm seeking a Digital Banking Manager to lead our Brooklyn, NY-based bank client's digital transformation efforts. As a key member of our team, you will be responsible for developing and implementing a digital strategy that drives growth, improves customer engagement,...
-
Digital Banking Director
1 week ago
Brooklyn, New York, United States The Symicor Group Full timeDigital Banking Manager Job DescriptionThe Symicor Group is a boutique talent acquisition firm seeking a Digital Banking Manager to join our team. This role involves identifying opportunities for strategic shifts and business process transformations, translating the Bank's strategies into near- and long-term digital initiatives and roadmaps.Key...
-
Brooklyn, New York, United States CAMBA Full timeJob Title: Financial CoachCAMBA is a community-driven organization that provides comprehensive services to individuals and families in need. We are seeking a highly motivated and experienced Financial Coach to join our Workforce Development and Refugee Services team.Job Summary:The Financial Coach will provide one-on-one financial coaching to clients,...
-
Tax Financial Services Professional
2 weeks ago
Brooklyn, New York, United States Kaufman Rossin Full timeAbout Kaufman RossinKaufman Rossin is a top accounting firm that prioritizes its people, their development, and well-being. Our values are translated into action every day, and we strive to create a culture that reflects the diversity of our firm and clients.Job DescriptionWe are seeking a Tax Financial Services Intern to join our team. As a member of our...
-
Financial Services Professional
2 weeks ago
Brooklyn, New York, United States Bankers Life Full timeFinancial Services Career OpportunityBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our...
-
Financial Services Specialist
1 week ago
Brooklyn, New York, United States Magellan Health Services Full timeJob SummaryThis position provides personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but...
-
Insurance and Financial Services Professional
2 weeks ago
Brooklyn, New York, United States Alan Wheeler - State Farm Agent Full timeJob OpportunityWe are seeking a motivated and self-driven professional to join our team as an Insurance and Financial Services Position. As a key member of our State Farm Agent team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.Key Responsibilities:Provide exceptional customer...
-
Financial Coach
2 weeks ago
Brooklyn, New York, United States CAMBA Full timeJob Title: Financial Coach - Workforce Development and Refugee ServicesCAMBA is seeking a highly motivated and experienced Financial Coach to join our Workforce Development and Refugee Services team. As a Financial Coach, you will work with clients to develop and implement personalized financial plans, providing guidance on budgeting, banking, debt...
-
Financial Coach
2 weeks ago
Brooklyn, New York, United States CAMBA Full timeJob Title: Financial CoachCAMBA is seeking a skilled Financial Coach to join our Workforce Development and Refugee Services team. As a Financial Coach, you will work with clients to develop personalized financial plans, provide budgeting and financial literacy training, and connect them with community resources.Key Responsibilities:Conduct one-on-one...
Banking and Financial Services Professional
2 months ago
About the Role:
The Sales and Service Banker is a key member of our team at Popular, responsible for delivering exceptional customer experiences and driving business growth. As a Sales and Service Banker, you will be the primary point of contact for our customers, providing personalized service and tailored solutions to meet their financial needs.
Key Responsibilities:
- Sales and Service: Execute a sales plan by identifying optimal methods for attaining branch targets and sales goals. Build effective relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client's financial life priorities and provide the products/services that are most appropriate for their situation.
- Operations: Act in accordance with all bank policies and regulations to ensure the branch passes assessment and audits. Support operational activities as needed, including merchant depository processing, ATM settlements, client transactions, etc.
- Best in Class Customer Experience: Consistently perform sales and service activities by adhering to Popular's key values: professionalism, accountability, customer centricity, and security. Promote an environment of ongoing customer feedback and continuous improvement.
- Risk Management: Support the management of compliance functions including reconciliations, audits (internal/external), reporting, controls, records management, approvals, and opening/closing procedures, ensuring all security procedures are strictly adhered. Collect, analyze, and secure all necessary documentation for the successful opening of accounts.
Requirements:
- Minimum Required: Associate's degree from an accredited college along with at least one year of demonstrated successful sales experience and six months cash handling experience or equivalent related experience and training.
- NMLS registration; Safe Act compliant.
Salary Range Information: Our base salary for this position generally ranges between $26.00 and $29.00 hourly, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.
