Service Associate jobs at B. Riley Financial - 1028 jobs

Compensation: 100% Commission License Required: Must be willing to obtain a state life insurance license (we ll help you through the process) About Us At InsuraTec Services Group, we help families across the country protect their futures with life insurance and financial solutions. We re expanding our national team and looking for self-motivated professionals who want to grow a career from home with the support of proven systems, mentorship, and a mission-driven culture. What You ll Do As a Virtual Customer Service Sales Executive, you ll guide clients through the process of selecting life insurance coverage that fits their needs, all through virtual appointments. This is not a cold-calling role all leads are warm, and all client meetings are scheduled in advance. Responsibilities Help families understand their coverage options through virtual consultations Use our proven scripts and tools to guide client conversations Follow up with clients and provide exceptional support Stay organized, meet weekly goals, and track your activity Maintain licensing requirements and follow all compliance protocols What We re Looking For Strong communication skills and a desire to help people Comfortable working in a commission-based, performance-driven environment Self-disciplined with a strong work ethic Willing to learn, coachable, and open to feedback Sales or customer service experience is helpful but not required Must be able to pass a background check and get licensed if not already What You ll Get Full training and mentorship from day one Flexible schedule you set your own hours Access to warm leads and support from our national team Monthly bonus opportunities for top performance The ability to grow into a leadership or management role Ready to Apply? If you re looking for a remote opportunity where you can grow your income while helping others, apply today. We'll walk you through the licensing and onboarding process to get you earning quickly.

This is an exciting opportunity to join our global Alternative Funds Team within the Transfer Agency Department as a Senior Associate. As an AML/KYC Senior Associate within our Alternative Funds Team, you will act as a member of a dedicated AML team within the Transfer Agency Department whose primary responsibility will be to perform timely and efficient review and update of both new and existing Investor Anti-Money Laundering & Counter Terrorist Financing (AML/CTF) information and documentation, all with adherence to Regulatory and JPMorgan Group requirements. Job responsibilities Assist with cyclical reviews and Onboarding of all Investor accounts on the Transfer Agency systems including verification of team members work and providing feedback when required Identify investors that may create money laundering or reputational risks including but not limited to ongoing transaction monitoring, screening for PEP, Sanctions and Negative Media Participate in ensuring excellent client service provided to clients, may include technology needs, regulatory requirements Continually proactively assess current procedures and work practices to identify potential operational inefficiencies and additional risk mitigation control requirements Validate KYC files Support in training efforts Manage Email box and queries Oversee the AML/CFT framework within TA, ensuring it is comprehensive, robust and compliant with contractual and where relevant, regulatory obligations Required qualifications, capabilities, and skills 5 + years AML / CTF experience in the financial services industry with exposure to globally diverse investor base Good understanding of applicable AML/KYC regulations as it relates to Risk Assessments and Investor Onboarding and general understanding of regulatory requirements for U.S. & Cayman Funds administered by JPM, ensuring it is comprehensive, robust and compliant with contractual and where relevant, regulatory obligations Strong analytical, organizational skills with operational and risk awareness mindset, escalation and attention to detail Strong interpersonal, communication and influencing skills, ability to assist in coaching team members Self-starter with strong work ethic and ability to act on own initiative within team environment to proactively identify, own and progress tasks to be undertaken. Ability to build strong working relationships with central and business aligned functions across the region and co-ordinate delivery across functions Display effective time management and ability to prioritize tasks for oneself. Adherence to ensuring policy and procedures are followed and ensuring escalation of any potential issues within the KYC environment Team lead experience Preferred qualifications, capabilities, and skills Preferably direct Transfer Agency experience and knowledge of alternative investment funds. Demonstrated expertise in Investor AML/KYC onboarding and ongoing maintenance.

This is an exciting opportunity to join our global Alternative Funds Team within the Transfer Agency Department as a Senior Associate. As an AML/KYC Senior Associate within our Alternative Funds Team, you will act as a member of a dedicated AML team within the Transfer Agency Department whose primary responsibility will be to perform timely and efficient review and update of both new and existing Investor Anti-Money Laundering & Counter Terrorist Financing (AML/CTF) information and documentation, all with adherence to Regulatory and JPMorgan Group requirements. **Job responsibilities** + Assist with cyclical reviews and Onboarding of all Investor accounts on the Transfer Agency systems including verification of team members work and providing feedback when required + Identify investors that may create money laundering or reputational risks including but not limited to ongoing transaction monitoring, screening for PEP, Sanctions and Negative Media + Participate in ensuring excellent client service provided to clients, may include technology needs, regulatory requirements + Continually proactively assess current procedures and work practices to identify potential operational inefficiencies and additional risk mitigation control requirements + Validate KYC files + Support in training efforts + Manage Email box and queries + Oversee the AML/CFT framework within TA, ensuring it is comprehensive, robust and compliant with contractual and where relevant, regulatory obligations **Required qualifications, capabilities, and skills** + 5 + years AML / CTF experience in the financial services industry with exposure to globally diverse investor base + Good understanding of applicable AML/KYC regulations as it relates to Risk Assessments and Investor Onboarding and general understanding of regulatory requirements for U.S. & Cayman Funds administered by JPM, ensuring it is comprehensive, robust and compliant with contractual and where relevant, regulatory obligations + Strong analytical, organizational skills with operational and risk awareness mindset, escalation and attention to detail + Strong interpersonal, communication and influencing skills, ability to assist in coaching team members + Self-starter with strong work ethic and ability to act on own initiative within team environment to proactively identify, own and progress tasks to be undertaken. + Ability to build strong working relationships with central and business aligned functions across the region and co-ordinate delivery across functions + Display effective time management and ability to prioritize tasks for oneself. Adherence to ensuring policy and procedures are followed and ensuring escalation of any potential issues within the KYC environment + Team lead experience **Preferred qualifications, capabilities, and skills** + Preferably direct Transfer Agency experience and knowledge of alternative investment funds. + Demonstrated expertise in Investor AML/KYC onboarding and ongoing maintenance. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Brooklyn,NY $88,350.00 - $128,000.00 / year

Who We Are: Oppenheimer & Co. Inc. ( Oppenheimer ) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Responsibilities: Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including subscriptions, redemptions and transfers. Assist Financial Advisors with AIG platform questions, client subscriptions, redemptions, capital calls and distributions. Reviewing and approving Anti-Money Laundering documents pursuant to US and Cayman regulations. Interacting with hedge fund principals and their fund administrators. Field inquiries from Financial Advisors and internal sales teams on alternative investment offerings. Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing, etc. Reviewing the investor share register database to ensure that all subscriptions, capital calls, distributions and redemption activity is set up and completed accurately. Interact with internal operational and business control departments to resolve client questions and issues. Assist with daily administrative tasks including answering phones, typing correspondence, filing and name/address updates. Responding to investor audit related inquiries. Providing periodic reports and feedback to senior management. Assist in ad hoc projects to support AIG business initiatives. Qualifications: Bachelor s Degree 3-5 years of financial industry experience in client services Strong computer and excel skills and attention to detail and accuracy Ability to work efficiently in a deadline driven environment Compensation: For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business. Overview The role of the Custody Associate will be responsible for processing securities trades, settlement and custody-related transactions in accordance with the customers' instructions to ensure alignment with the Bank's procedures, policy guidelines, standards, and regulatory requirements. Responsibilities Securities Settlement Processing (50%) Review customer instructions and compare to settlements received in Central Depositories' respective systems. Report to supervisor of any unusual activities, special cases and/or disputes. Conduct accurate and timely daily reconciliation including but not limited to securities holding, corporate actions, tax withholding, customer reports, etc. Asset Servicing for Clients' Holdings (30%) Conduct review of customer entitlements prior to crediting of customer accounts with corporate actions funds/securities. Conduct daily reconciliation including but not limited to securities holding, corporate actions, tax withholding, and customer reports. Prepare Client Reports/Invoices (10%) Prepare various daily and monthly customer reports. Prepare ad-hoc reports as needed by client and/or management. Prepare customer invoices timely for payments due. Risk Management/ Compliance/Internal Audit (10%) Prepare counterparty and issue list for OFAC screening. Update procedures to reflect current workflow processes and regulatory compliance updates. Understand and comply with the Bank's procedures, policies, standards, and regulatory requirements. Escalate suspicious transaction to Legal Compliance Department. Respond to internal Audit Department's request timely and assist to remediate any audit issue findings. Provide timely responses to inquiries from Head office internal and external auditors. Qualifications Bachelor's degree in business, accounting, finance or economics required. At least 2 years of experience in securities industry (i.e. bank, brokerage firm) back-office or client service-related roles required. Knowledge of securities industry is a must. Pay Range USD $42,000.00 - USD $90,000.00 /Yr.

ARE YOU READY FOR A REWARDING CAREER IN FINANCIAL SERVICES? We are hiring full-time associates with experience in fast food, restaurants, retail, or hospitality to join our team. This may be the opportunity you've been searching for to quickly rise to a leadership position with hands-on, in-depth training and the unwavering support from our experienced leaders. Why Choose Amscot? Career Growth: Whether you're just starting out or looking to advance, we have the right career path for you. Flexible Schedule: Enjoy the freedom to work flexible hours based on business needs, with no set schedule. Plus, get a weekday and weekend day off each week for a balanced work-life experience. Great Benefits: Paid training and mentorship from experienced professionals. Competitive starting rate with advancement opportunities. 100% of our branch and district managers started as entry level associates! Paid holidays and vacation to support a healthy work-life balance. 401(k) matching to help secure your financial future. Comprehensive health, dental, and vision insurance. Company-paid life insurance and short and long-term disability benefits. Optional supplemental insurance: life insurance, accident, critical illness, hospitalization. Be Part of Something Bigger: Since 1989, millions of Floridians have come to depend on Amscot. Help us continue our commitment to "making lives better through financial solutions."

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office). About the role As a Sr. Payroll Services Associate you will be responsible for ensuring our clients have a successful and timely experience when facilitating data flows between their payroll provider and Betterment. You will serve as a guide and a resource for clients who integrate their payroll systems with Betterment's employer benefits platform. This role partners closely with internal teams such as Client Experience, Product, Engineering, Compliance, and Onboarding. The ideal candidate has strong client-facing, payroll subject matter, problem-solving, and Excel skills. This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment's total compensation package for employees. New York City: $90,000 - $100,000 We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus. A day in the life Directly interface with clients when setting up their payroll integration or managing their payroll data files into the Betterment platform Develop an in-depth understanding of payroll provider integrations and audit incoming payroll data for accuracy and completeness Use effective problem-solving and decision-making skills to navigate and troubleshoot issues Accurately evaluate data discrepancies and work independently to make appropriate adjustments, with the understanding that they impact our client's payroll and their employees' paychecks Communicate professionally to both internal and external stakeholders while focusing on needs-driven solutions Contribute to our team's knowledge base of payroll systems and their integrations with Betterment Identify opportunities for continuous improvement and scale What we're looking for 4+ years of experience with common HRIS vendors like ADP, Gusto, & Rippling Working knowledge of API connectors and SFTP file feeds Advanced proficiency in Microsoft Excel Ability to influence stakeholders with competing priorities to focus on bringing critical projects to completion Exhibits true ownership and ensures results are achieved. Strives for measurable, high-quality and timely results Aptitude for learning, creating, and iterating rapidly Excellent written communication skills and ability to build rapport - you will speak with our clients through email and over the phone Experience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industry Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.) What being at Betterment means for you We change lives Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better. We set audacious goals We set them for the company, our customers, and ourselves-and we won't stop until we reach them. We don't just show up; we give our all, then celebrate our wins. We value all perspectives When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community. We invest in you with: A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave. Flexible paid time off (and encouragement to use it!) Meaningful opportunity for community building through our 7 Employee Resource Groups Empowerment to own and lead change and affect the business Dedicated professional development opportunities Lunch from our in-house chef at our NYC headquarters What happens next We'll take a few weeks to review all applications. If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues. In the interview process, we'll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions. On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we're unable to offer individual feedback during the interview process. We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process! Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter. Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Come join us! We're an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law. E-Verify Statement Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee's Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants. E-Verify Notice E-Verify Notice (Spanish) Right to Work Notice Right to Work Notice (Spanish) CPRA Language - CA Applicants ONLY We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email ************************ .

The Operational Services Associate is responsible for supporting a broad range of operational processes within Trust Operations. The role ensures the accurate and timely execution of cash management, the administration of Shares Held Elsewhere (SHE) assets, benefit payments, and other trust-related operational activities. The Operational Services Associate operates in a lead capacity, making determinations on funding requirements, Letter of Instruction (LOI) sequencing and resolving complex client and investment manager issues. The position also supports evolving departmental needs, contributes to control and automation initiatives, and partners with technology and management to enhance efficiency and risk mitigation. Essential Job Functions: Act in a lead capacity to analyze Letter of Instructions (LOIs) received from clients, consultants, and investment managers. Determine appropriate sequencing of LOIs to ensure investments, redemptions, and cash movements are executed accurately and in accordance with the intent of the instruction. Review and input entry of trades for DTC, FED, and mutual funds. Pre-balance next day trade activity and make determination whether early redemptions are required to fund scheduled activity. Responsible for all aspects of cash movement (checks, wires, and ACH) including full instruction authentication and required controls. This includes verifying signatures, confirming authority levels, performing callback confirmations to authenticate instructions received, and ensuring proper documentation. This includes oversight and processing for Shares Held Elsewhere (SHE) assets. Managing SHE assets from custodians or investment managers, review statements for changes in units held, submit periodic prices or cost adjustments, as necessary. Providing oversight into incoming and outgoing cash transfers on investment management accounts, ensuring adherence to requirements such as minimum balance threshold. Ensure timely and accurate posting of all securities and cash related transactions. Support DC37 and other benefit payments processes, including funding, payment processing, database/record updates, GL entries, and distribution of required tax forms. Work directly with sub-custodians to research and resolve operational issues, escalating, as necessary. Partner closely with the third-party vendor, FIS, to ensure daily processing, transactions, data flow, and system dependent activities are completed accurately and on time. Monitor their service delivery and escalate any issues promptly. Serve as a primary contact with Investment Managers to ensure timely execution of trades initiated on behalf of the fund. Review and act on daily control reports including fail reports, overdraft reports, and cash and securities break reports. Ensure all breaks are addressed promptly and escalated early when needed. Assist management with internal audits, regulatory examinations, external audits, and related documentation or remediation activities. Support disaster recovery (DR) and business continuity planning (BCP) exercises and testing, including participation during off-peak business hours when required. Collaborate closely with Technology partners to identify and implement automation, workflow enhancements, (e.g., bots, AI Solutions, RPA Tools). Cross train on other functional areas of Trust Operations and provide support as needed to ensure operational continuity. Participate in annual career development planning and ongoing skills development Perform other duties as required to support departmental and organizational objectives. Knowledge, Skills, and Experience Requirements: Bachelor's degree or equivalent experience Proven ability to think critically and independently, exercise sound judgement and take initiative. Strong proficiency with excel and general data analysis skills. Thorough understanding of Depository Trust Company procedures and settlement practices. Product knowledge of equities, indexed funds, financial futures. General understanding of automated system processing across equities, fixed income, financial futures, and options Comprehensive knowledge of the accounting principles, reconcilement process and operational control requirements Excellent communication (written/verbal) and presentation skills. Detail oriented with strong organizational skills; able to manage multiple priorities and meet deadlines. Technology minded with interest to automate and drive process improvements. Open minded and adaptable to change.

ARE YOU READY FOR A REWARDING CAREER IN FINANCIAL SERVICES? We are hiring full-time associates with experience in fast food, restaurants, retail, or hospitality to join our team. This may be the opportunity you've been searching for to quickly rise to a leadership position with hands-on, in-depth training and the unwavering support from our experienced leaders. Why Choose Amscot? Career Growth: Whether you're just starting out or looking to advance, we have the right career path for you. Flexible Schedule: Enjoy the freedom to work flexible hours based on business needs, with no set schedule. Plus, get a weekday and weekend day off each week for a balanced work-life experience. Great Benefits: Paid training and mentorship from experienced professionals. Competitive starting rate with advancement opportunities. 100% of our branch and district managers started as entry level associates! Paid holidays and vacation to support a healthy work-life balance. 401(k) matching to help secure your financial future. Comprehensive health, dental, and vision insurance. Company-paid life insurance and short and long-term disability benefits. Optional supplemental insurance: life insurance, accident, critical illness, hospitalization. Be Part of Something Bigger: Since 1989, millions of Floridians have come to depend on Amscot. Help us continue our commitment to "making lives better through financial solutions."

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed. Responsibilities: Fully accountable for servicing and supporting Citi's Investment and/or Banking clients. Able to clearly articulate business value proposition, matching clients with the correct set of products and services. Directly responsible for providing timely responses to client service requests, received via telephone or email. Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process. Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required). Ensures customer claims and complaints are handled in accordance with FINRA and firm policy. Ensures that KYC/AML and other compliance norms are strictly adhered to. Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities. Builds a rapport with back-office staff and seek out highest level of support from those teams. Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement. Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested. Accountable for identifying prospective clients interested in becoming new clients. Responsible for executing specific client contact campaigns as defined by Sales Management/Segments. Responsible for proactively contacting clients to identify needs and deepen relationships. Complete all required trainings pertaining to the function in a timely manner. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred. Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area. Understanding of multiple products across business lines combined with exceptional networking and relationship building skills. Excellent verbal and written communication skills. Ability to communicate at a professional level. Positive and can-do attitude. Excellent people skills and ability to work in a team environment. Capable of working independently within established procedures and make decisions without manager approval. Able to perform multiple functions with a high degree of accuracy. Strong desire to create a top-notch client experience with every client every day. Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team. Ability to support a diverse array of products and services. Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred Education: Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Telesales ------------------------------------------------------ Time Type: ------------------------------------------------------ Primary Location: Jacksonville Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $62,620.00 - $87,380.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 06, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The primary purpose of this position is to assist First Commerce in fulfilling our Vision Empowering Generations, Transforming Communities. This is achieved through delivering Remarkable Member Service as defined by our Service Standards as well as building and maintaining strong member relationships through identification of member's financial needs and effectively recommending appropriate products and services to meet those needs. The Financial Services Officer creates relationships with members and potential members to become financial partners for life. Originates consumer loans in accordance with established credit union lending policies. Responds to spoken and unspoken member needs and questions concerning all aspects of credit union loan products in person or by telephone. Continually promotes and cross-sells credit union products and services. RESPONSIBILITIES: * Drive sales and success through service. Ensure a positive member experience and achieve sales and referral goals through an expanded product set that includes banking, insurance and investment products * Build a book of business by proactively seek ways to develop and expand relationships in order to contribute towards financial center and own success * Maximize personal productivity by utilizing dedication and drive, insightful listening skills, attention to detail, and adaptability to achieve all levels of member, financial center and personal goals * Experience continual opportunities to expand your financial acumen, sales expertise, interpersonal skills, and more * Performs all duties of Member Service Representative * Interviews loan applicants obtaining the required information, explaining loan options, interest rates, terms, and collateral requirements including ancillary products. * Using credit approval guidelines, approves or denies and disburses loans by correctly applying and analyzing credit information while adhering to loan policy. * Obtains all documentation required for loan, including requirements for approval. * Responds in a consistently courteous and professional manner to inquiries from members and potential members including information related to pending loan requests, current loan rates, terms, and related information. * Assists in servicing credit union loans by processing payoff requests, extensions, revolving credit advances, lien satisfactions, loan file correction and adjustments. * Balances loan disbursements, transfers and other transactions including GL clearings with data processing totals each day. * Continually increases subject matter and product knowledge to successfully explain, refer, originate and complete any product offered by the credit union * Facilitates members' use of self-service solutions to enhance their experience and maintain financial center operating efficiency. Other Responsibilities: * Performs job duties in accordance with policies established by the Board of Directors under the rules and regulations set by the National Credit Union Administration, the State of Florida, and any applicable State laws for financial centers located in other States. * Complies with Reg E, BSA, OFAC, and CIP requirements such as reporting suspicious or unusual activity to manager. * Fully supports in actions and words First Commerce's Vision, Mission, Core Values, and Service Standards. * Attends meetings timely and as required; reports to work as scheduled and adheres to First Commerce's dress code. * Performs other duties as assigned. REQUIREMENTS: * Knowledge of credit union deposit and loan products and services to include mortgages as well as ability to promote and cross-sell. * Superior communication and interpersonal skills in order to conduct consistently professional and productive interviews with loan applicants which may involve recommending alternatives when credit analysis reveals ineligibility for a loan. * Ability to provide consistently courteous and positive member service. * Must be able to work a flexible schedule Monday - Friday. EDUCATION AND EXPERIENCE: * A minimum of a high school diploma or equivalent. * A minimum of 1+ years of full time or equivalent loan servicing, including processing or collections, or 1+ years of Financial Services Representative I * New account experience involving cross-selling of products or 1+ years of loan origination experience may be substituted. LOCATION FLEXIBILITY: * This position may be based at any one of our Tallahassee financial center locations. Specific location details will be discussed during the hiring process.

Responsible for managing assigned Loan Servicing functions including but not limited to, overseeing internal daily processes and assigned third party vendor relationships. Provides operational, technical and functional expertise in work policies and procedures. Assists in the managing and training junior staff to ensure daily workload is completed accurately. Additionally, plays a crucial part in maintaining and expanding the bank's commitment to delivering exceptional customer service while ensuring compliance and risk management. Responsible for enhancing the loan servicing departments processes across all lending units. Manages third party relationships based on contractual service level agreements and contractual obligations. Job Functions: Oversee internal daily processes. Manages assigned third-party vendor relationships. Plays a pivotal role in determining internal process changes and enhanced quality assurance. Develops internal key metric indicators to measure work product of staff. Help manage and train junior staff. Responsible for all compliance and audit requests for assigned areas of responsibility. Responsible for all communications with external partners. Evaluates and recommends, as needed, process changes to bank partners to ensure bank customers' needs are met. Assists as needed, with daily tasks to ensure deadlines are met. Must possess a proactive and hands-on approach to work. Other duties as assigned. Additional Functions Assist the overall loan servicing team with special projects and duties. Provides backup to the loan servicing manager of the department, as needed. Assist management with providing internal and external auditors, with gathering files and additional documentation as requested Education and Experience Bachelor's degree 5 plus years' experience with a regulated financial services institution or a financial services provider or; 5 plus years' experience of lending experience or: 5 plus years of loan servicing experience with a regulated financial services provider. Knowledge, Skills, and Abilities Excellent computer skills in a MS Word Suite. Excellent oral and written communication skills. Ability to read, analyze contractual agreements with third party vendors. Ability to effectively present information and respond to inquiries from senior management. Ability to write reports and business correspondence. Ability to speak and write clearly to effectively convey information so that others understand and as appropriate for the needs of the audience. Ability to work independently. Physical Requirements Ability to sit for long periods of time. Working Conditions Able to perform duties with moderate sounds in a business setting and people traffic. Compliance It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.

Responsible for managing assigned Loan Servicing functions including but not limited to, overseeing internal daily processes and assigned third party vendor relationships. Provides operational, technical and functional expertise in work policies and procedures. Assists in the managing and training junior staff to ensure daily workload is completed accurately. Additionally, plays a crucial part in maintaining and expanding the bank's commitment to delivering exceptional customer service while ensuring compliance and risk management. Responsible for enhancing the loan servicing departments processes across all lending units. Manages third party relationships based on contractual service level agreements and contractual obligations. Job Functions: Oversee internal daily processes. Manages assigned third-party vendor relationships. Plays a pivotal role in determining internal process changes and enhanced quality assurance. Develops internal key metric indicators to measure work product of staff. Help manage and train junior staff. Responsible for all compliance and audit requests for assigned areas of responsibility. Responsible for all communications with external partners. Evaluates and recommends, as needed, process changes to bank partners to ensure bank customers' needs are met. Assists as needed, with daily tasks to ensure deadlines are met. Must possess a proactive and hands-on approach to work. Other duties as assigned. Additional Functions Assist the overall loan servicing team with special projects and duties. Provides backup to the loan servicing manager of the department, as needed. Assist management with providing internal and external auditors, with gathering files and additional documentation as requested Education and Experience Bachelor's degree 5 plus years' experience with a regulated financial services institution or a financial services provider or; 5 plus years' experience of lending experience or: 5 plus years of loan servicing experience with a regulated financial services provider. Knowledge, Skills, and Abilities Excellent computer skills in a MS Word Suite. Excellent oral and written communication skills. Ability to read, analyze contractual agreements with third party vendors. Ability to effectively present information and respond to inquiries from senior management. Ability to write reports and business correspondence. Ability to speak and write clearly to effectively convey information so that others understand and as appropriate for the needs of the audience. Ability to work independently. Physical Requirements Ability to sit for long periods of time. Working Conditions Able to perform duties with moderate sounds in a business setting and people traffic. Compliance It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.

In order to continually provide our members with the highest level of service, Affinity FCU is seeking an experienced, results oriented and service focused individual to join our team of professionals at our branch location in New Providence , NJ . The starting salary range for a new hire in this role is $57k-$60k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Financial Services Consultants are responsible for delivering an exceptional member experience, build and deepening relationships, and helping consumer and small business members succeed financially. Successful candidate will engage members in conversation and ask questions to understand what's most important to them to determine what product, service and/or digital options align with their needs making banking easier for them while helping to improve their overall wellbeing. Position will also be responsible for opening new accounts, enrolling new members in digital solutions during initial consultation, processing applications, resolving complex member issues and following up with members to ensure satisfaction and to improve their financial well-being. Successful candidate must be technologically savvy, especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends. Additionally, candidate must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Affinity's corporate objectives. General Requirements: 3 - 5 years banking experience in a platform role is required. Prior CRM experience, preferably Salesforce, is desired. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience is essential. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees are eligible to participate in our multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription/vision coverage, comprehensive wellness program, mental wellbeing support, reproductive/family building benefits for both men and women, 401(k) plan with company match, basic term life insurance coverage, flexible spending accounts, identity protection, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, earn paid time off for volunteering and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Education Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer. Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability or sexual orientation. Explore career opportunities with Affinity and "Belong to something better." Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check . I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check . I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement.

The Asset Services Associate, specializing in LATAM markets, is responsible for the accurate, efficient, and compliant processing of asset servicing events, with a focus on the Latin American region. This bilingual (Spanish/English) role requires strong analytical skills, attention to detail, and excellent communication abilities to interact with clients and internal stakeholders. The Associate will manage reconciliations, process transactions, resolve inquiries, and ensure adherence to regulatory requirements while contributing to high client satisfaction within the LATAM market. The ideal candidate possesses strong analytical skills, attention to detail, and a team-oriented approach. Responsibilities: Manage reconciliation and processing of positions related to Corporate Action events, specifically for LATAM markets. Ensure efficient, effective, and timely execution of client instructions, with a focus on LATAM-specific market practices and regulations. Reconcile, process, and facilitate payments for corporate action and income events in LATAM markets. Serve as a primary point of contact for inquiries related to asset servicing events in the LATAM region, providing clear and concise communication in both Spanish and English. Perform in-depth analysis to identify the root causes of operational issues impacting LATAM clients. Actively participate in compliance-related activities, adhering to established procedures and controls, and staying current with LATAM market regulations. Provide support and coverage for team members during periods of high workload and perform other assigned duties. Assess risks associated with business decisions, demonstrating a strong commitment to protecting Citigroup's reputation, clients, and assets through compliance with laws, regulations, and ethical conduct. Escalate, manage, and report control issues transparently. Develop and maintain strong working relationships with internal teams, external vendors, and clients within the LATAM region. Qualifications: 2-5 years of relevant experience in financial services operations, with a focus on LATAM markets. Fluency in both Spanish and English (written and verbal) is required. Security services experience preferred, with knowledge of LATAM market practices. Basic understanding of cash flows, accounting treatments, operational controls, credit risks, and market practices in LATAM. Knowledge of various investment instruments, including Equity securities, Fixed Income, and Asset-Backed securities. Proficiency in MS Office Suite. Proven ability to work effectively as a team player in a multicultural environment. Bilingual Spanish / English Education: Bachelor's/University degree or equivalent experience. ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Asset Servicing ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $49,010.00 - $68,390.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 30, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Amalgamated Bank is seeking a Licensed Retail Banking Representative! Under general supervision, but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not limited to, life insurance products and general banking needs in branch and at off-site events). The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor. This role will be called upon to work both the Teller and Customer Service areas, according to business needs. This role will also support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions. Essential Job Functions: Customer Service Duties: Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank's CIP and customer service policies Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary Participate in off-site sales calls, branch networking, and community and CRA activities Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments Maintain correspondence with customers and back office by following-up to ensure resolution Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file Perform various administrative duties as directed by Manager Monitor customer preferences to determine focus of sales efforts Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services Meet assigned deposit and NDIP sales goals on a quarterly basis which include, but are not limited to, number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor, investment/insurance revenue goal and dollar value of all products sold, as assigned by the Investment Program Manager and/or Branch Manager Responsibilities behind the Teller Line: Perform all RBR duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits/withdrawals, cash checks, loan payments, etc. Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help RBR's with complex work-related matters (i.e. check cashing) Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner Perform RBR functions as assigned. Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts. Approve checks (up to authorized limit) using knowledge of account history and account information on file General Responsibilities: Assist Officers in performing various Branch functions and Branch reports, as requested Render priority services to customers in need of special handling Perform various related clerical duties as directed Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications Knowledge and use of the Bank's Redi system to keep current with updates to policy and procedures Knowledge, Skills and Experience Requirements: Bachelor's degree or equivalent work experience Must have State Life Insurance license Three years of branch operations experience and strong aptitude for sales Must be flexible to work and/or transfer throughout the network, on an as needed basis Strong interpersonal and communication skills to build rapport with prospective and existing customers Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Job DescriptionAmalgamated Bank is seeking a Licensed Retail Banking Representative! Under general supervision, but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not limited to, life insurance products and general banking needs in branch and at off-site events). The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor. This role will be called upon to work both the Teller and Customer Service areas, according to business needs. This role will also support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions. Essential Job Functions: Customer Service Duties: Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank's CIP and customer service policies Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary Participate in off-site sales calls, branch networking, and community and CRA activities Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments Maintain correspondence with customers and back office by following-up to ensure resolution Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file Perform various administrative duties as directed by Manager Monitor customer preferences to determine focus of sales efforts Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services Meet assigned deposit and NDIP sales goals on a quarterly basis which include, but are not limited to, number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor, investment/insurance revenue goal and dollar value of all products sold, as assigned by the Investment Program Manager and/or Branch Manager Responsibilities behind the Teller Line: Perform all RBR duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits/withdrawals, cash checks, loan payments, etc. Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help RBR's with complex work-related matters (i.e. check cashing) Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner Perform RBR functions as assigned. Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts. Approve checks (up to authorized limit) using knowledge of account history and account information on file General Responsibilities: Assist Officers in performing various Branch functions and Branch reports, as requested Render priority services to customers in need of special handling Perform various related clerical duties as directed Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications Knowledge and use of the Bank's Redi system to keep current with updates to policy and procedures Knowledge, Skills and Experience Requirements: Bachelor's degree or equivalent work experience Must have State Life Insurance license Three years of branch operations experience and strong aptitude for sales Must be flexible to work and/or transfer throughout the network, on an as needed basis Strong interpersonal and communication skills to build rapport with prospective and existing customers Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Hours: 40 Schedule: Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m. Pay: $31.11 per hr. Belong to something bigger At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey. Your Journey Begins Here ESL is seeking for a Financial Service Representative at our Mt. Read office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community. The Mt. Read office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth. ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. What You Bring With You: Qualifications: Bachelor's Degree or 4 years of directly related experience. In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience. FINRA Securities Industry Essentials Exam required (may have been grandfathered in) FINRA Series 6 or Series 6 top off license is required. FINRA Series 63 license required (Series 66 will meet this requirement) NY State Insurance License is preferred. If not licensed, achieve license within six months of hire. High proficiency in building customer and peer relationships Strong analytical, critical thinking, problem solving and decision making abilities Excellent written and verbal communication skills Effective time management skills Proficient in the use of Microsoft Office applications Demonstrates a high degree of flexibility in support of customer needs Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients Previous experience with processes and paperwork to ensure efficiencies within the financial services industry Ability to build rapport with diverse member base within the community Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper. We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. 225 Chestnut Street * Rochester, New York 14604 * ************ * ************ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. #LI-JF1

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Specialist Finance Services Specialist, Finance Services Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all. Overview The Global Business Solutions Center's (GBSC) mission is to be the partner of choice with stakeholders across Mastercard, enabling business operations efficiency, productivity, and growth. With over 1,100 professionals delivering more than 200 solutions across 10 locations, The GBSC is a powerhouse of innovation and strategic partnerships that combines operational excellence with a vision of what's next. The Service Desk Operations function plays a pivotal role in advancing this mission within our inquiry solutions landscape operating across 3 regional hubs. The Service Desk Operations Team is looking for a Senior Specialist to join our globally integrated team who will be catalyst for transformation and boundary-pushing operational excellence. We are at a critical inflection point on the journey to accelerate our knowledge management and human-centered AI capabilities and advance to future-proofed solutions. The ideal team member will have a proven track record of evolving operations through strong partnerships, automation and other continuous improvements to deliver operational excellence. This role offers a front-row seat to the future of finance service delivery - blending global teamwork, human-centered AI, and operational excellence. We are seeking a forward-thinking Specialist who will lead operational excellence, champion digital transformation, and foster strong stakeholder partnerships. This role is ideal for someone passionate about evolving service delivery through knowledge management, automation, and human-centered AI. Role In this position, you will: * Oversee day-to-day service desk operations, ensuring timely and effective resolution of inquiries across multiple channels (email, phone, chat) with a focus on first-touch resolution and customer satisfaction. * Drives continuous improvement initiatives by identifying patterns, mining data for insights, and implementing proactive solutions that enhance the employee experience and operational efficiency. * Leads efforts to optimize and evolve the knowledge base, leveraging AI and analytics to identify gaps, trends, and opportunities for self-service and automation. * Partners with Tier 1 and Tier 2 teams, CX leads, and cross-functional stakeholders to deliver cohesive, end-to-end customer experience and identify opportunities for service enhancement. * Coaches and mentors junior team members, fostering a culture of learning and technical upskilling to expand first-touch resolution capabilities. * Translate operational data into actionable business insights, contributing to strategic initiatives that improve service delivery, customer experience, and process efficiency. All About You The ideal candidate for this position should: * 3+ years of experience in shared services or internal service delivery, with proven team leadership and coaching capabilities. * Strong analytical and problem-solving skills, with experience using AI tools and predictive analytics. * Demonstrated expertise in knowledge management and process optimization. * Excellent communication and stakeholder management skills. * Proficiency in Oracle Financials and MS Office Suite; experience with case management systems preferred. * High level of accuracy, attention to detail, and ability to work independently in a fast-paced environment. Corporate Security Responsibility Every person working for, or on behalf of, Mastercard is responsible for information security. All activities involving access to Mastercard assets, information, and networks come with an inherent risk to the organization and therefore, it is expected that a successful candidate for this position must: * Abide by Mastercard's security policies and practices. * Ensure the confidentiality and integrity of the information being accessed. * Report any suspected information security violation or breach, and * Complete all periodic mandatory security training(s) in accordance with Mastercard's guidelines. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.