Financial Services Representative

6 days ago


Brooklyn, New York, United States Carver Federal Savings Bank Full time
Job Title: Personal Banker

At Carver Federal Savings Bank, we are seeking a highly motivated and results-driven Personal Banker to join our team. As a Personal Banker, you will play a critical role in driving sales growth, customer acquisition, and retention.

Key Responsibilities:
  • Execute the STARS sales process, including the use of Your Money Map, cross-selling, and 10-day follow-up calls.
  • Develop and execute individual sales plans for every portfolio customer, focusing on growing the relationship.
  • Responsible for achieving individual sales goals and targets, contributing to branch-wide new acquisition, deposit growth, fee income, referral, and cross-sell targets.
Sales Activities:
  • Acquire new clients through outbound calling, engaging customers, and following up on teller referrals.
  • Cross-sell additional products and services to existing customers.
  • Perform customer outreach and development, scheduling appointments and conducting on-site visits or outbound telephone calls to discuss financial solutions.
  • Leverage existing customers to uncover their financial needs, reviewing current relationships, identifying solutions, and discussing options.
  • Proactively work with assigned customers to deepen their financial relationships by effectively cross-selling other products and services or referring to business partners.
Requirements:
  • 2-year college degree preferred.
  • A minimum of two years in a sales position preferred.
  • Some type of retail experience preferred.
  • Knowledge of various bank products, services, regulations, and compliance procedures.
  • Notary of Public preferred.
  • Excellent verbal communication, interpersonal, and problem-solving skills.
  • Team-oriented.
  • Microsoft Excel and Word experience preferred.


  • Brooklyn, New York, United States Purpose Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Consumer Lending Sales Specialist to join our team. As a key member of our sales team, you will be responsible for delivering exceptional customer experiences and driving sales growth in our branches.Key ResponsibilitiesProvide personalized financial solutions to customers, meeting their needs...


  • Brooklyn, New York, United States Phaxis - Financial Services Full time

    Opportunity for a Senior Financial AccountantWe are seeking a detail-oriented Senior Financial Accountant to enhance our finance department. In this role, you will be responsible for:Supporting the month-end closing process and collaborating on general ledger responsibilities.Performing daily bank reconciliations to ensure accuracy in financial...


  • Brooklyn, New York, United States Municipal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and experienced Member Service Representative to join our team at Municipal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our members, ensuring that their financial needs are met and exceeded.Key ResponsibilitiesMember Service and...

  • Financial Assistant

    3 weeks ago


    Brooklyn, New York, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is representing a London-based textiles company seeking a skilled Financial Assistant for their Brooklyn office. This is a fantastic opportunity to join a collaborative work environment and contribute to the company's financial success.Key Responsibilities:Review past due balance reports and determine the cause of past...


  • Brooklyn, New York, United States HSS Inc. Full time

    Unlocking Financial Futures for FamiliesGlobe Life is a pioneer in specialized financial services, dedicated to safeguarding assets and promising a brighter future for every client.Role Overview:As a Benefits Representative, you will play a pivotal role in helping families protect their assets and secure their futures. You will embody the values and...

  • Financial Clerk

    2 weeks ago


    Brooklyn, New York, United States Creative Financial Staffing Full time

    **Accounts Payable Clerk**About the Opportunity:Our client is a leading financial services firm located in a dynamic community.Working with a close-knit team, our company values a friendly, family-oriented culture.Our systems are highly automated and user-friendly.**Responsibilities:**Accurately enter invoice information received via the AP inbox, gather...


  • Brooklyn, New York, United States PAY-O-MATIC CK CASHI Full time

    Job DescriptionJob Title: Customer Service RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Pay-O-Matic. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their inquiries, and resolving any...


  • Brooklyn, New York, United States Alan Wheeler - State Farm Agent Full time

    Position OverviewWe are seeking a highly motivated and results-driven professional to join our team as an Insurance and Financial Services Professional. As a State Farm Agent Team Member, you will play a critical role in helping our business grow through value-based conversations and exceptional customer service.Key ResponsibilitiesProvide exceptional...


  • Brooklyn, New York, United States PAY-O-MATIC CK CASHI Full time

    Job DescriptionJob Title: Customer Service RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Pay-O-Matic. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their inquiries, and resolving any...


  • Brooklyn, New York, United States PAY-O-MATIC CK CASHI Full time

    Job DescriptionJob Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Pay-O-Matic. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their inquiries, and resolving any issues...


  • Brooklyn, New York, United States PAY-O-MATIC CK CASHI Full time

    {"title": "Customer Service Representative", "content": "Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Pay-O-Matic. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, answering their questions, and resolving any issues they may have.Key...


  • Brooklyn, New York, United States Rob Perelmuter - State Farm Agent Full time

    Join a dynamic team at Rob Perelmuter - State Farm Agent, where you'll have the opportunity to make a real difference in people's lives. As a Customer Service Representative, you'll be the face of our agency, providing exceptional service to our customers and helping them navigate the complexities of insurance and financial services.Responsibilities:*...


  • Brooklyn, New York, United States Bay Ridge Honda Full time

    Job Opportunity:Bay Ridge Honda is seeking a seasoned Financial Services Manager to lead our finance and insurance department. As a key member of our team, you will be responsible for overseeing all aspects of our financial operations, ensuring compliance with federal, state, and local regulations, and maintaining strong relationships with lenders and...


  • Brooklyn, New York, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative in our Brooklyn, New York branch. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also contributing to the overall success of our branch.Key...


  • Brooklyn, New York, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Accounting Operations Manager to join our team at Jobot. As a key member of our financial services department, you will be responsible for overseeing the day-to-day accounting operations and ensuring accuracy and compliance with regulatory standards.Key ResponsibilitiesFinancial Statement...


  • Brooklyn, New York, United States PBS Facility Services Full time

    About the Position: PBS Facility Services is on the lookout for a skilled Budgeting and Financial Analyst to enhance our finance team. In this critical role, you will be instrumental in managing and maximizing the organization's financial resources to ensure the delivery of outstanding facility services. Your responsibilities will encompass budget...


  • Brooklyn, New York, United States PBS Facility Services Full time

    About the Position: PBS Facility Services is in search of a Financial Resource Analyst to enhance our finance department. This role is crucial in managing and maximizing the organization’s financial assets to ensure the provision of outstanding facility services. You will oversee budget formulation, financial monitoring, and analytical assessments,...


  • Brooklyn, New York, United States TD Bank Group Full time

    About the RoleThe Customer Service Representative I is a key member of the TD Bank Group team, responsible for delivering a legendary customer experience while providing solutions and referrals for TD products and services to new and existing customers.Key ResponsibilitiesConsistently execute appropriate behaviors to deliver a legendary customer experience...


  • Brooklyn, New York, United States TD Bank Group Full time

    Job DescriptionWe are seeking a highly skilled Customer Service Representative to join our team at TD Bank Group. As a key member of our retail banking team, you will be responsible for delivering exceptional customer experiences while providing solutions and referrals for TD products and services.Key Responsibilities:Consistently execute behaviors to...


  • Brooklyn, New York, United States Magellan Health Services Full time

    Position OverviewThis role involves delivering comprehensive financial advisory services to military personnel and their families at designated installations. The primary focus is on providing a wide range of personal financial counseling services tailored to the unique needs of service members.Key ResponsibilitiesOffer individualized financial counseling...