Finance service representative jobs in Buffalo, NY - 237 jobs

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

When it comes to baking, BakeMark has its own secret ingredient: a team of passionate talented employees. For over 100 years, BakeMark has stood for excellence in quality and service, for our customers, our stakeholders and our colleagues. We attribute our success to our colleagues and their contributions towards meeting the needs of our customers and stakeholders. We shall share our values and ways of working. We are passionate about the baking industry. We excel at creating strong partnerships within the company and with our loyal customers. We love to innovate and thrive to manufacture and deliver performing bakery products and world-class customer service. With over 100 years of service to the baking industry, BakeMark is recognized as an industry leader and trusted partner for quality bakery ingredients, products, supplies and service. BakeMark is a manufacturer and distributor with 23 branches conveniently-located across the U.S. At BakeMark we appreciate our employees and their families and offer a competitive pay and a full suite of benefits: Excellent compensation with lucrative commission opportunities and performance incentives Health, Dental, Vision & Life Insurance (Comprehensive healthcare benefits package, with many coverage options at a very low employee cost) 401K (generous retirement benefits) with a Company Match Summary: Our Sales Representatives are the backbone of the company's growth in all market channels. As such, it is the responsibility of the Sales Representative to grow sales of the company's products and services utilizing the approach, strategies and tactics prescribed by the Company. Responsibilities and Qualifications: Responsible for the sales execution of the company initiatives to promote BakeMark USA's strategy of achieving the and maintaining the dominant market share position in the baking industry by taking steps necessary to identify and obtain orders for 100% of the supply needs of customers. Must be able to travel in local territory approximately 90%-100% of the time. Overnight travel may be required. Experience in sales and closing of sales. Understanding of the sales process and dynamics. A commitment to excellent customer service. Solid written and verbal communication skills. Unequivocally motivated to win business opportunities and ability to work in a fast-paced environment. Superb interpersonal skills, including the ability to quickly build rapport with both customers and suppliers. Experience using computers for a variety of tasks. Competency in Microsoft applications including Outlook. Competency in Word, Excel and Internet preferred. Must have, and maintain, a valid driver's license. Must maintain current auto insurance. Two years of hands-on bakery experience a plus; two years of prior route sales experience a plus, or equivalent combination of education and experience. Prior Baking Industry experience highly desirable. BakeMark is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at BakeMark via-email, the Internet or in any form and/or method without a valid written agreement in place for this position from BakeMark HR/Recruitment will be deemed the sole property of BakeMark. No fee will be paid in the event the candidate is hired by BakeMark as a result of the referral or through other means. BakeMark is an equal opportunity employer and does not discriminate in hiring or employment, in accordance with the requirements of all applicable state and federal laws, on the basis of race, color, religion, gender, sexual orientation, marital status, national origin, ancestry, disability, medical condition, age or any other basis prohibited by law.

Customer Service Representative- Regular Full Time Buffalo, NY Join the DiVal Safety Equipment team in our Buffalo, NY headquarters as a member of our fast paced and dynamic team. The focus of this position is to actively engage and provide superior service to our external and internal customers. In this position you will be the first point of contact for DiVal's outside sales team's customers, delivering the highest level of proactive customer service while maintaining workflow. Duties and Responsibilities: Working through our CRM, acknowledge all requests within a 2hr timeframe. Process customer orders, returns, exchanges, back-order updates, and contract pricing. Enter sales quotes & orders as requested by internal/external customer within 2 hours of receiving. Coordinate expedites & obtain proof of delivery. Process new item requests (NIR) submitted by Sales team. Proactively update and increase product knowledge. Promote company events and services through all points of contact with our customers. Perform general data entry functions in addition to those listed above. Proactively work with all internal departments to provide excellent service to our customers. Work with your manager to improve workflow and processes. Skills and Requirements: You have a passion for the “Customer Experience” and helping business become more successful. 2+ years of office support in a customer service role is preferred. Solid computer and multitasking skills, Microsoft Office and CRM. Exceptional communication skills, both written and verbal. Excellent organizational and time management skills. Strong decision making and analytical abilities. Must be able to pass a NON-DOT drug screen and physical. Customer facing coverage for retail store when needed. Ability to lift 30 lbs. - 50 lbs. on a repetitive basis. Able to climb ladders on a repetitive basis. High School diploma / GED equivalent. The ability to work 5 days a week, Mon.-Fri., 8:30-5pm. Benefits: Medical benefits. Dental & vision benefits. Other voluntary benefits (STD, LTD, Accident, Critical illness, Life insurance). Company provided life insurance policy. 401K. Paid time off. DiVal Safety Equipment is proud and dedicated to be an Equal Opportunity Employer (EOE) of Minorities / Women / Veterans / Disabled. Disclaimer: Where a specific pay range is noted, it is a good faith estimate at the time of this posting. The actual salary offered will be based on experience, skills, qualifications, market/business considerations, and geographic location.

National Fuel is currently seeking full-time Customer Service Representatives for an outstanding career opportunity at our Williamsville, NY Customer Response Center. National Fuel is proud to have an inclusive workplace where diversity is valued, hard work is rewarded and promotion from within is supported. We offer exciting career opportunities for talented and ambitious job seekers and encourage you to apply today. Looking for a career change? Love working with customers? Looking for a set Monday - Friday schedule? No call center experience is required. We are looking for YOU! PRIMARY RESPONSIBILITIES: * No weekends or evenings required! * This position requires employees to attend an instructor guided training course that will last for approximately 12-14 weeks. Training will include regular assessments. * The schedule during training will be Monday - Friday 7:30 a.m. - 4 p.m. * After successful completion of training, the work schedule will be Monday - Friday 9:30 a.m. - 6:00 p.m. * Work in a fast-paced call center environment that receives thousands of inbound calls each day from utility customers in our New York service territory. * Respond to a large variety of inbound calls which can include but are not limited to emergency calls, account/billing questions, collection issues, meter reads and new service requests. MINIMUM QUALIFICATIONS: * High school diploma or equivalent * Prior experience in a customer service focused environment * Proficient at navigating computer applications and web-based programs * Exceptional interpersonal skills * Proven history of dependability and reliability PREFERRED QUALIFICATIONS: * Prior experience with SAP and/or Microsoft Office applications. ABOUT NATIONAL FUEL: National Fuel is a diversified energy company headquartered near Buffalo, NY. Our employees continue to be the most important part of our Company and have made us who we are today. We are dedicated to the communities in which we live and work and have nearly 2,000 employees in Western NY and Northwest PA. COMPENSATION AND BENEFITS: This is a position within the Company's collective bargaining unit with an hourly rate of pay. * Starting rate of pay $25.42/hour * After 6 months $27.90/hour * After one year $29.91/hour National Fuel offers a comprehensive benefits package including the following: * Medical and Prescription Drug Coverage · Paid Sick Time · Dental & Vision Coverage · Parental Leave for Mothers and Fathers · 401(k) with Company Match · Tuition Reimbursement · Company Funded Retirement Savings Account · Life Insurance · Paid Vacation · Flexible Spending Account · Paid Company Holidays * Charitable Giving Program HOW TO APPLY: Any candidate offered a position with National Fuel will be required to successfully complete a pre-employment drug test. For confidential consideration, please submit your resume and cover letter (preferably in PDF format) to **************** by 1/26/26. Attachments with a .docm extension will not be accepted. Please reference position #26-005NY - New York Customer Service Rep in the subject line of your email.

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Company: NOCO Energy Corp Residential Customer Service Representative Compensation: $20.00-$25.00 per hour Celebrating over 90 years in business, NOCO is proudly positioned at the forefront of energy innovation. With a foundation built on integrity, we are family-owned and community-focused. At NOCO, we believe that the right candidate can make a real difference for a company - and that the right company can make a real difference for the candidate. Our organization strives to support a diverse workforce of talented, hardworking professionals just like you. If you feel you have the drive, dedication and passion required to be part of the NOCO family, we encourage you to apply today. What We Are Looking For The NOCO Residential Customer Service Representative is a critical part of our mission to deliver the ultimate customer experience, including timely, accurate and professional customer service to our NOCO HVAC customers. This vital position requires an action-oriented, flexible problem-solver who will assist customers in expediting orders and correcting any issues with our products and services. You will communicate with customers primarily through phone, email and chat, utilizing a variety of software tools to navigate customer accounts, research and review What You Will Do * Interact with customers via telephone, email, online chat, or in-person to provide support and information on products or services. * Work directly with customers to provide solutions and recommend home products and services to fit their needs. * Field customer questions and complaints; when the issue is beyond the representative's knowledge, forward to the assigned specialist or other appropriate staff. * Provide information on services offered, pricing, and scheduling availability. * Collect and enter orders for new or additional products or services. * Make outbound calls to customers to confirm appointments, provide updates on service timings, and inform them of any changes or delays. * Follow up with customers post-service to ensure satisfaction and address any further concerns. * Initiate outbound calls to follow up on service completion, gather customer feedback, and promote additional services or maintenance plans. * Update customer information and service histories in the company's database. * Act as a liaison between customers, technicians, and the company's management team. * Coordinate and schedule technicians for service calls, maintenance, and install. * Monitor technicians' locations and statuses to ensure efficient routing and timely arrival at job sites. * Adjust schedules in response to emergencies or urgent service requests. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The statements herein are intended to describe the general nature and level of work performed by employees. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company. NOCO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. What You Will Need * High school diploma or equivalent * 2-3 years of customer service, preferably in HVAC or related industry * Dispatching experience preferred * Ability to confidently make outbound calls, handle potential objections, and engage customers effectively * Excellent communication skills including active listening * Service-oriented and able to resolve customer grievances * Proficient computer skills with the ability to learn new software * Good time management skills to prioritize and plan work activities * Is high energy, friendly and engaging; has excellent persuasion skills; can persuade others to change their minds or behavior. * Has a service orientation; is actively looking for ways to help people. * Identifies and resolves problems in a timely manner * Reacts well under pressure and treats others with respect * Works efficiently and effectively, both independently and as a team to ensure call standards * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. What We Offer * Competitive compensation package * Generous medical insurance offerings * Dental and vision plans * Company-paid life insurance * Company-paid short-term disability * 401(k) with company match * Health savings accounts * Generous Paid Time Off policies * 7 paid holidays * Employee and family assistance program * Company-paid training * Safety incentives * Years of service incentives

Who We Are OneBridge Benefits was founded in 2013 by members of its current leadership team who had the vision to create better technology to support account-based health plans. Fast forward to today and we continue to be in growth mode, as a premier healthtech company servicing over 250,000 participants with over 2 billion dollars in health accounts. In becoming part of the OneBridge Benefits team you would be joining a group of bright, driven, and creative individuals. We have built an environment that creates opportunities for our people to serve greater roles within specialized teams as we never lose sight of the pursuit of individual passions. We strive to go above and beyond, and embrace open communication, collaboration, and flexibility to achieve our mission. Check out our careers page for more information on the Company and our Core Values: onebridgebenefits.com/careers/ Your Opportunity with Us: Our Customer Service Representative is part of our Customer Care Center and has an integral role in providing excellent customer service to our participants. This position may require flexibility in shift scheduling. A successful candidate would be ready to embrace the following key responsibilities: Takes pride in providing each participant with an outstanding experience Timely resolve participant issues, complaints, and inquiries Handle participant inbound and outbound calls by listening to participant needs and providing supportive solutions, along with capturing call log notes Inform clients and employers about upcoming changes or situations that impact their accounts Develop a thorough understanding of the Company's products and solutions to be able to guide callers through troubleshooting, navigating the company online portal and mobile applications Communicate, coordinate and team with other departments when needed to assist with solving participant issues Ability when the need arises to reprocess transactions within the system while on the phone with a participant Process forms and adjustments as directed by the participant Review and apply appropriate action to incoming documents from participants and employer groups Help train new employees and thoroughly share our internal customer service policies Analyze data, from reports and system information, to identify and resolve errors prior to final substantiation Consistently maintain production standards based on metrics and processing goals Meet or exceed quality standards for entered information A strong candidate would have the following qualifications and skills: Completed High School Diploma or equivalent Six months of customer service experience in a healthcare related or social services setting, or a combination of experience preferred Excellent written and verbal communication skills Ability to listen to a customer issue with an approach that de-escalates the situation High quality and accurate data entry skills Strong attention to detail and highly organized Individually driven as well as dedicated to working collaboratively with the team Ability to meet all department goals to include accuracy and productivity Strong analytical, problem-solving, and decision-making skills Proficiency in Microsoft Office products Flexibility to work additional hours as needed The OneBridge Way At OneBridge Benefits, we believe that a thriving Company Culture is the foundation of meaningful work and memorable experiences. Our atmosphere is rooted in connection, purpose, and authenticity. We invite you to explore and discover what makes us unique and see if it feels like the right place for you to thrive! We offer practical perks that makes a difference, like free covered parking just a short, easy walk away, as well as an on-site gym. We embrace a casual dress code, welcoming comfort that fits your work style while supporting your day-to-day business activities. We're community-minded changemakers, giving back through employee-driven charity involvement and causes that matter to our people This role is based in-office and requires regular in-person presence to support cross-functional collaboration and engagement. Candidates should be comfortable commuting to downtown, Buffalo, NY. Job Type: Full-time Pay: $20.00 per hour Schedule: Monday to Friday, 11:30am - 8:00pm Apply today to learn more about building your career with our OneBridge Benefits team.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Buffalo District of Northwestern Mutual, we dont just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alexs Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams. Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Nii Sowah, Managing Director: Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055. Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office. Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded. Ben Ross, Wealth Management Advisor/Growth Development Director: Time with NM: 13 years, beginning his career as an Advisor in 2012. Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community. Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell , which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks. John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor: Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm. Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional. Passionate About: Giving back to the community through leadership roles with WQLN, exp ERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River. Ryan OConnor, Wealth Management Advisor: Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets. Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute. Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children. Ryan Preziosi, Wealth Management Advisor: Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year. Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships. Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dan Schmidt - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers on financial planning, investment options, and life/health insurance coverage. Identify customer needs and present tailored insurance solutions. Proactively generate and follow up on leads to drive new business. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Active Life & Health license (required or ability to obtain quickly) FINRA Series 7 and 63 licenses preferred Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor

JobID: 210687754 JobSchedule: Full time JobShift: Base Pay/Salary: Rochester,NY $90,000.00-$110,000.00; Buffalo,NY $90,000.00-$110,000.00; Amherst,NY $90,000.00-$110,000.00 If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills

Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500 company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor's degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer " EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Pay Range: $18.50 - $20.81The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your furry friends. Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Buffalo, New York;Hamburg, New York; Depew, New York; Depew, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description Customer Service Representative- Regular Full Time Buffalo, NY Join the DiVal Safety Equipment team in our Buffalo, NY headquarters as a member of our fast paced and dynamic team. The focus of this position is to actively engage and provide superior service to our external and internal customers. In this position you will be the first point of contact for DiVal's outside sales team's customers, delivering the highest level of proactive customer service while maintaining workflow. Duties and Responsibilities: Working through our CRM, acknowledge all requests within a 2hr timeframe. Process customer orders, returns, exchanges, back-order updates, and contract pricing. Enter sales quotes & orders as requested by internal/external customer within 2 hours of receiving. Coordinate expedites & obtain proof of delivery. Process new item requests (NIR) submitted by Sales team. Proactively update and increase product knowledge. Promote company events and services through all points of contact with our customers. Perform general data entry functions in addition to those listed above. Proactively work with all internal departments to provide excellent service to our customers. Work with your manager to improve workflow and processes. Skills and Requirements: You have a passion for the “Customer Experience” and helping business become more successful. 2+ years of office support in a customer service role is preferred. Solid computer and multitasking skills, Microsoft Office and CRM. Exceptional communication skills, both written and verbal. Excellent organizational and time management skills. Strong decision making and analytical abilities. Must be able to pass a NON-DOT drug screen and physical. Customer facing coverage for retail store when needed. Ability to lift 30 lbs. - 50 lbs. on a repetitive basis. Able to climb ladders on a repetitive basis. High School diploma / GED equivalent. The ability to work 5 days a week, Mon.-Fri., 8:30-5pm. Benefits: Medical benefits. Dental & vision benefits. Other voluntary benefits (STD, LTD, Accident, Critical illness, Life insurance). Company provided life insurance policy. 401K. Paid time off. DiVal Safety Equipment is proud and dedicated to be an Equal Opportunity Employer (EOE) of Minorities / Women / Veterans / Disabled. Disclaimer: Where a specific pay range is noted, it is a good faith estimate at the time of this posting. The actual salary offered will be based on experience, skills, qualifications, market/business considerations, and geographic location.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

JobID: 210687754 JobSchedule: Full time JobShift: Base Pay/Salary: Rochester,NY $90,000.00-$110,000.00; Buffalo,NY $90,000.00-$110,000.00; Amherst,NY $90,000.00-$110,000.00 If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills