Post job

Finance service representative jobs in Canandaigua, NY - 476 jobs

All
Finance Service Representative
Customer Service Representative
Banking Associate
Relationship Banker
Service Representative
Member Service Representative
Finance Service Specialist
Service Associate
Banker
Bank Representative
Service Officer
Finance Service Advisor
  • Route Service Representative (4-Day Workweek)

    Cintas Corporation 4.4company rating

    Finance service representative job in Rochester, NY

    Apply now * Apply Now * Start applying with LinkedIn Start Please wait...
    $34k-38k yearly est. 1d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Client Service I Representative- Mailroom

    Canon U.S.A., Inc. 4.6company rating

    Finance service representative job in Rochester, NY

    Company Canon U.S.A., Inc. Requisition ID 33862 Category Customer Service/Support Type Full-Time Workstyle Full-Time On Site About the Role Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Your Impact Main Responsibilities: - Promptly informs supervisor of potential problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. - Attends cross-functional trainings to ensure ability to provide coverage when short-staffed. - Site responsibility and location of coverage may change based on client and/or division needs. Mail/Courier Services: -Responsible for prompt and accurate receiving, sorting, delivery, pick up, and processing of all courier items, interoffice mail, newspapers, magazines and all classed of United States Postal Services mail. -Tracks courier and accountable items (FedEx, UPS, Certified Mail, etc). -Researches and routes unidentified and generic mail. -Receives, logs, delivers and tracks messenger items. -Responds to customer requests. -Performs routine upkeep of equipment. -Records and tracks customer inquiries and fulfillment of requests. Shipping/Receiving: -Responsible for shipping and receiving incoming and outgoing packages, materials, parts, or products and verifying and maintaining records of all shipments. -Receives shipments and counts pieces, retains shipment paperwork, follows delivery schedule for incoming shipments, and secures customer signatures. -Responsible for operating shipping/receiving equipment, responding to customer requests, data entry, and maintaining inventory. About You: The Skills & Expertise You Bring Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19. We are providing the anticipated rate for this role: $17.20 - $23.37 hourly. - HS Diploma, GED, or equivalent experience required, plus less than one year of related experience. - Basic computer skills/technical knowledge. - Ability to work OT as needed. - Ability to lift up to 50lbs. - Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties. - Ability to multitask and prioritize in order to meet deadlines. - Good customer service and communication skills. - Ability to work with minimal supervision. - Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises. Company Overview About our Company - p { font-size: 18px; } Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $28.5 billion in global revenue, its parent company, Canon Inc., as of 2024 has ranked in the top-10 for U.S. patents granted for 41 consecutive years*. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at company/canonusa. Who We Are Where Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation. What We Offer You'll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits. And Even More Perks! -Employee referral bonus -Employee discounts -"Dress for Your Day" attire program (casual is welcome, based on your job function) -Volunteer opportunities to give back to our local community -Swag! A Canon welcome kit and official merch you can't get anywhere else *Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers' site about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at about-us/life-at-canon. #CUSA Workstyle Description Full-Time On Site - This position requires full-time presence at your assigned office(s)/worksite(s)/territory on your scheduled work days. Posting Tags #LI-JZ1 #PM19 #LI-Onsite Need help finding the right job? We can recommend jobs specifically for you! Click here to get started.
    $17.2-23.4 hourly 1d ago
  • Nutrition Services Associate

    Ur Medicine Thompson Health 3.1company rating

    Finance service representative job in Canandaigua, NY

    Able to work morning or evening hours & must rotate weekends and holidays Key Responsibilities Perform various food service tasks in the kitchen, following proper sanitation and safety techniques and adhering to all departmental policies and procedures. Completes sanitation and cleaning assignments entirely and effectively. Follow recipes. Qualifications: Ability to read and write English Ability to understand and follow directions Previous food service experience preferred Standing for extended periods Some light lifting to 20 pounds Education: High School Diploma or equivalent preferred Company Culture: Thompson Health has a culture of empowerment. At Thompson, interdisciplinary teams come together to improve care, your suggestions are welcomed and your ideas are part of the solution. Three of our executives have an RN background so we understand the importance of the patient experience! Place yourself in an environment where your growth is supported, your contributions valued and your successes celebrated. Focus on CARES values: Commitment, Action, Respect, Excellence, and Service Focus on Employee Wellness: Biometric screenings, Wellness programs, Access to onsite gym, Zen Room, Community Shared Agriculture program Staff Recognition platforms: Shining Stars, CARESCount website Pay Range: $17.05 - $20.00 Starting Pay: Based on Experience
    $17.1-20 hourly 60d+ ago
  • Customer Service Rep(03484) - 70 West Street

    Domino's Franchise

    Finance service representative job in Canandaigua, NY

    The Customer Service Representative is required to handle all aspects of service, including: telephone answering and face to face contact. The Customer Service Representative position is considered an In-store position and CSRs are required to learn other skilled positions within the store, such as: Oven tending, Pizza Topping and Pizza Making. Additional Information All your information will be kept confidential according to EEO guidelines.
    $31k-40k yearly est. 9d ago
  • Commercial Services Officer (Syracuse Market)

    Canandaigua National Corporation 4.4company rating

    Finance service representative job in Canandaigua, NY

    Sr. Commercial Services Officer Canandaigua National Bank & Trust What does a Commercial Services Officer at CNB do? The Commercial Services Officer at Canandaigua National Bank & Trust is responsible for managing a portfolio of commercial clients. In addition to being a trusted financial partner, the Commercial Services Officer is accountable for prospecting new business while maintaining and deepening existing client relationships. What is needed to be successful in this role? A B.S. or B.A. degree in a related field normally required. Specialized commercial services education and training. A minimum of eight (8) years' experience in related positions normally required. Proficient interpersonal relations and communicative skills. A thorough knowledge of the features and benefits of all bank commercial products and services. Technical knowledge sufficient to manage a large loan portfolio with very complex credits. A working knowledge of bank operating policies and procedures which impact commercial services. Reliable transportation to meet clients in Syracuse and surrounding counties. What does a successful first year in this position look like? Proactively develops relationships with commercial customers of the bank with respect to deposit, financing, treasury management, commercial real estate, commercial & industrial (C&I) loans, and other banking products and services. Maintains a thorough knowledge of the features and benefits of all bank commercial products and services to uncover customer needs and offer solutions. Generates new business from present customers; maintains ongoing business relationships with present customers to best serve our customers. Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers. Assists customers with their full banking needs and provides help to customers with specific inquiries or service problems. Attends community events as a representative of CNB to support our local community. A Commercial Services Officer may approve or reject loan applications within individual lending authority. May serve on the Asset Review Committee and/or Officer Loan Committee as assigned by the Board of Directors. Collaboratively establishes sales objectives with their manager on an annual basis to ensure objectives are met. Monitors individual sales performance versus objectives on a regular basis. Responds to inquiries relating to their expertise, or to requests from other bank personnel, customers, etc., within given time frames and within established policy. Serves as a member of the bank's sales team, e.g., Branch Managers; makes group sales calls where these types of calls will improve the opportunity for new business development. What makes working at Canandaigua National Bank different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage , being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners. Paid holidays, vacation, and sick time. Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP). Training & development opportunities. Tuition assistance. Community focused volunteer opportunities. Award winning wellness program that promotes a solid work/life balance. Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation range - $144,500 - $180,000 The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
    $144.5k-180k yearly Auto-Apply 2d ago
  • Banker Associate- Emerging Middle Market- Associate

    JPMC

    Finance service representative job in Rochester, NY

    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
    $72k-146k yearly est. Auto-Apply 47d ago
  • Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun

    Vision Financial Group 3.6company rating

    Finance service representative job in Rochester, NY

    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.
    $86k-172k yearly est. 5d ago
  • Managed Services Associate

    Paylocity 4.3company rating

    Finance service representative job in Pittsford, NY

    Job DescriptionDescription: Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at one of our U.S. office locations (Meridian, ID or Rochester, NY or Schaumburg, IL). Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview The Managed Services Associate plays a critical role in delivering white-glove support across key Human Capital Management (HCM) functions, including payroll processing, HR data management, and client inquiry resolution. As the frontline of the Managed Services team, this role is responsible for ensuring the accurate and timely execution of recurring services, while providing proactive, high-touch support that exceeds client expectations. This position requires attention to detail, the ability to manage multiple priorities, and a commitment to delivering operational excellence and client satisfaction. Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Payroll & HR Data Entry: Maintain and process payroll and HRIS data with a high degree of accuracy and confidentiality across client accounts. Client Communication: Deliver prompt, clear, and professional communication via phone, email, and ticketing systems; serve as a trusted resource on routine inquiries and procedural guidance. Ownership & Follow-Through: Proactively manage assigned client workload, ensuring timely follow-up and resolution of open tasks, escalations, and service requests. Problem Solving: Diagnose and resolve payroll and data discrepancies, leveraging available tools, documentation, and internal expertise to ensure accurate outcomes. Cross-Functional Collaboration: Liaise with internal teams (e.g., Product Support, Tax, Benefits) to ensure seamless service delivery and resolution of complex issues. Process Adherence: Ensure full compliance with internal procedures, control protocols, and payroll policies, including client-specific processing requirements. Payroll Administration: Execute end-to-end payroll tasks including pre-check validations, earnings/deductions auditing, and post-processing confirmations. Data Maintenance: Manage HR, timekeeping, and pay data updates such as new hires, terminations, rate changes, and PTO adjustments. Client Issue Resolution: Triage and resolve day-to-day service requests from clients, escalating when appropriate based on scope or complexity. Knowledge Management: Maintain working knowledge of supported platforms, internal policies, and regulatory requirements relevant to client deliverables. Quality & Compliance: Perform audits and reconciliation activities to ensure compliance with client contracts, internal standards, and external regulations. Support Tax Filings: Assist with the preparation, validation, and tracking of payroll tax filings. Ensure awareness of deadlines, escalate discrepancies, and coordinate with internal teams to resolve tax-related issues. Education and Experience Requirements Bachelor's degree or High School Diploma with a minimum of 2 years of relevant HCM experience In lieu of a bachelor's degree or 2 years of HCM experience, HS diploma and at least 1 year of demonstrated successful performance in an operations-related role at Paylocity, may be considered Experience in customer service or previous client interfacing role Proficiency in Microsoft Office suite Data accuracy and proficiency Preferred CPP, FPC, APA, and/or SHRM-CP certified Experience in payroll and/or call center environment Physical Requirements Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The pay range for this position is $43,000 - $61,400/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via ************************** Requirements:
    $43k-61.4k yearly 19d ago
  • Part Time Customer Service Representative $17 hourly

    Raymour & Flanigan Furniture 4.6company rating

    Finance service representative job in Canandaigua, NY

    Who we are: With Raymour and Flanigan, you'll quickly learn that our core beliefs are about you! We believe that if we treat our associates well, they will treat our customers well. We will continually ask you to think outside of the box to raise the bar in our business and we will do the same for you! It's why we pride ourselves on having the most competitive and comprehensive compensation packages in the furniture industry. This includes health benefits, 401k with company match plus profit sharing, cross training, annual breakfast prepared by our owners and so much more! What you'll do: As a Customer Service Representative, you will play an important role in the lifecycle of every customers' purchase. You bridge the gap between the dream and the reality by assisting customers with scheduling their deliveries, managing payments and skillfully acknowledging customer questions and concerns. You will work independently and on a small team to ensure our vision of enhancing the customer shopping experience is continually strengthened. What we need from you is: * Consistently to provide genuine, friendly, personable and professional service. * Effective communication, interpersonal and organizational skills in person and on the phone. * Demonstrate excellent listening skills and the ability to multi-task within a fast-paced service environment. * Proactively resolve escalated customer issues. * Support sales and operations team members to go above and beyond by advocating for every customer's concerns and requests. * Flexibility to work a retail schedule that includes days, nights, weekends, holidays, and events. We can't wait to get to know you! For a more detailed look into this role click here or copy and paste the following link if using a mobile device ************************************************************************************************************************************ Raymour & Flanigan supports an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. We are strongly committed to inclusivity and diverse workforce. We are committed to a discrimination free workplace where associates are treated with respect and dignity. To achieve this, we do not discriminate against any associate or applicant on the basis of race, creed, color, religion, sex (including pregnancy), age, national origin, physical or mental disability, status as a victim of domestic violence, sexual orientation, sexual and other reproductive health decisions, marital or familial status, genetic information or other basis protected by law. Please note that we are currently unable to offer visa sponsorship for this position. Candidates must have authorization to work in the U.S. without the need for sponsorship now or in the future. Raymour & Flanigan proudly supports a drug and smoke free work environment. Customer service representative Customer support Call center Customer satisfaction Problem-solving Communication skills Customer inquiries Ticketing system Customer complaints Conflict resolution Product knowledge Order processing Service inquiries Multitasking Active listening Empathy Resolution time Customer feedback Service excellence Escalation management Chat support Email support CRM (Customer Relationship Management)
    $30k-37k yearly est. 13d ago
  • Financial Services Representative - State Farm Agent Team Member

    Dominic Agostini-State Farm Agent

    Finance service representative job in Rochester, NY

    Job DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance ABOUT OUR AGENCY: At our agency, work-life balance is a top priority. As a family man myself, I understand how important it is to have time with loved ones, which is why we often take additional Fridays off in the summer to spend more time with our families. Were also dedicated to giving back to the community. Each quarter, our team enjoys office outings that are often tied to volunteer opportunities like food drives or supporting local schools. Other times, its simply about having fun togetherwhether thats catching a movie, going to a baseball game, or enjoying time outside the office. One of the unique perks of working here is our Lets Make A Deal promotion around sales achievements. Team members can earn personalized rewards such as car detailing, weekend getaways, and moremaking success both motivating and rewarding. We are consistently ranked among the top three insurance agencies in Rochester, and were committed to fostering a culture of growth, professionalism, and winning together as a team. ROLE DESCRIPTION: As a Financial Service Representative with the Dominic Agostini Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 1+ years of experience in financial services. Analytical and communication skills. Life, Accident and Health licensed - NY
    $44k-81k yearly est. 8d ago
  • Banker Associate- Emerging Middle Market- Associate

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Rochester, NY

    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 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** Rochester,NY $90,000.00 - $110,000.00 / year; Buffalo,NY $90,000.00 - $110,000.00 / year; Amherst,NY $90,000.00 - $110,000.00 / year
    $90k-110k yearly 53d ago
  • Front End Customer Service

    Wilkins RV 3.6company rating

    Finance service representative job in Churchville, NY

    Job DescriptionCompany: Wilkins Recreational Vehicles Job Title: Customer Experience Coordinator - Full Time We believe talent makes a difference! Join an award-winning team offering excellent earning potential and opportunities for long-term growth, including a leadership team that values your professionalism, customer focus, and attention to detail. We're looking for team members who create outstanding first impressions-because we know exceptional experiences begin at the front desk. Salary Range: $18.00 - $20.00/hour Job Duties: Greet and welcome all incoming customers in a warm, friendly, and professional manner-creating a positive first impression and helping set the tone for an exceptional experience. Provide excellent front-line customer service by directing customers to the appropriate team member or department with confidence and care. Promptly and professionally answer incoming phone calls, ensuring accurate information is provided or calls are routed appropriately. Support the coordination and check-in process of all incoming new vehicles, working closely with both sales and service departments. Complete associated paperwork and input vehicle information accurately into our system. Serve as a helpful administrative resource for the entire Wilkins RV team-keeping our operations running smoothly and efficiently. Requirements: Strong interpersonal skills with the ability to warmly and professionally interact with customers and colleagues. Dependable, detail-oriented, and organized with a customer-first mindset. Capable of effectively handling multiple calls and tasks in a fast-paced environment while maintaining a positive attitude. Saturday and Evening availability #1 RV Dealer in New York Wilkins RV facilities are centrally located and proudly serve the cities of Bath, Elmira, Corning, Churchville, Olean, Rochester, Syracuse, Buffalo, New York, and Northern Pennsylvania. Powered by JazzHR A0ExFsQYf9
    $18-20 hourly 15d ago
  • Talent Bank

    Truth Collective

    Finance service representative job in Rochester, NY

    Not seeing an open position you're into? No problem! Apply to our talent bank and you'll be one of the first to know when a position that's more "you" opens up.
    $57k-126k yearly est. 60d+ ago
  • Customer Service Representative | Billing Support

    Charter Spectrum

    Finance service representative job in Rochester, NY

    This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Good listener. Multi-tasking problem-solver. Enthusiastic communicator. Does this sound like you? If so, consider starting your career at Spectrum as a professional Customer Service Representative on our billing team. At Spectrum, we keep our customers connected by delivering Internet, Voice, and Video solutions to power today's evolving network demands. Customer Service Representatives on our billing team are vital to our mission, providing the product knowledge and account support that our customers rely on. Here, you will work in a fast-paced environment alongside a great team of helpful co-workers. WHAT OUR CUSTOMER SERVICE REPS ENJOY MOST * Talking to many different types of people from across the country * Answering inbound phone calls from customers related to billing inquiries * Empathizing with customers while accurately addressing their billing needs and meeting our high customer service standards * Establishing and growing professional, positive relationships with Spectrum customers * Collaborating with management on customer issue escalations * Representing a Fortune 100 company with professionalism and courtesy We are a large organization operating 24/7 bustling call centers offering a variety of shifts. On any given day, you'll find yourself in the office, navigating multiple computer programs, and speaking with customers over the phone. People who succeed in this role are understanding, resilient, professional, and treat others with kindness and respect. If you can see yourself working in this environment, you'll feel at home on our billing team. WHAT YOU'LL BRING TO SPECTRUM Required Qualifications * Education: High school diploma or equivalent * Schedule: Ability to work a variety of schedules including nights, weekends, and holidays * Language: Ability to read, write, speak and understand English Preferred Qualifications * Experience: 6+ months of customer service experience; 6+ months of experience working with computers and software applications; previous work in cable operations or a telecommunications call center * Technical Skills: MS Office, computer skills, typing * Skills: Communication, organization, time management, problem-solving, efficient, multi-tasking, customer service * Abilities: Dependable, courteous, enthusiastic, empathetic, results-driven, professional, resilient COP139 2025-67395 2025 Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant's criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. The base pay for this position generally is between $20.00 and $27.80. The actual compensation offered will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. We comply with local wage minimums and also, certain positions are eligible for additional forms of other incentive-based compensation such as bonuses. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you'll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We're committed to growing a workforce that reflects the customers and communities we serve - providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.
    $20-27.8 hourly 2d ago
  • Customer Service Representative (CSR)

    Keenfinity

    Finance service representative job in Fairport, NY

    At KEENFINITY, we are a globally leading provider of innovative and professional security and communication solutions. With over 4,200 employees in over 50 countries worldwide, our ambition is clear: we offer more than just technology - we secure, connect, and amplify the moments that matter in life. Next to our passion for technology we're very passionate about our work environment. Based on values such as trust, appreciation, and accountability we all work together to shape the future - boldly, customer-focused and with a strong team spirit. This role is a hybrid position (3 days/week onsite) at our Fairport, NY office location. Job Description Keenfinity is committed to upholding the highest standards for service. Our goal is total customer satisfaction through products, service and support. Primary Responsibilites: Responsible for developing and maintaining excellent customer relationships. Handle various forms of customer contact, and accurately process customer orders for products and literature. Interface and provide customer service to our Major Accounts with special requirements, manage special projects, and create reports as required. Promote consistent and excellent customer relations and loyalty. Routinely communicate accurate delivery information, and promptly update customers when changes occur. Respond to customer inquiries in a timely manner through the most appropriate means of communication. Provide pricing, delivery information, order status, and return authorization to customers as specified by department procedures. Perform error-free order entry and modification. Follow up on orders as needed. Act as team player and effectively back up others as needed. Take initiative to find value-added work when call volume is low. Interface with internal departments on all aspects of customer service; serve as Voice of the Customer. Keep departmental files up-to-date per records retention procedures. Complete special projects as assigned by management. Qualifications High School Diploma or GED required. Associate's Degree in Business or related discipline preferred. 3-5 years of experience in customer service required; experience in a call center environment is preferred. Excellent computer skills and working familiarity with multiple software packages, preferably MS Excel and SAP ERP software packages. Minimum typing ability of 55 WPM. Must have strong verbal and written communication skills, professional telephone etiquette, and the ability to handle stressful situations in an efficient, professional manner. Must have a sense of team response to satisfy sales goals and assure 100% customer satisfaction. Multiple language capability is a plus! Additional Information The U.S. base salary for this full-time position is $44,000-$55,000 annually. Within the range, individual pay is determined based on several factors, including, but not limited to, work experience and job knowledge, complexity of the role, job location, etc. Reasonable accommodations may be made, to the extent they do not pose an undue hardship, to enable qualified individuals with covered disabilities to perform essential functions. Indefinite U.S. work authorized individuals only. Future sponsorship for work authorization is not available. All of your information will be kept confidential according to EEO guidelines. At Keenfinity we don't just build innovative solutions - we shape a smarter, more connected world through technology. We value different backgrounds, ideas, and experiences and we're committed to growing, learning, and celebrating success as one team. Everyone is welcome here - we foster an environment where everyone is respected, valued, and encouraged to be their authentic self. Keenfinity is an equal opportunity employer, offering equal opportunities for all. We welcome applications from people with disabilities and can offer support, if needed. When everyone has a chance to contribute, we all do better.
    $44k-55k yearly 1d ago
  • Customer Service Representative

    Cannon Industries 3.3company rating

    Finance service representative job in Rochester, NY

    Cannon Industries A global company with headquarters in Rochester, New York, Cannon Industries has grown to become one of the leading sheet metal and custom weld fabricators in the contract manufacturing industry. Our quality standards are unsurpassed in the industry because we know that our customers' standards grow with each passing year. Computer controlled processes, operators and technicians with decades of experience, and strict procedures for quality control have led Cannon Industries to step ahead of the competition, by earning QS:9000, ISO:9002, and TS:16949 certifications. Cannon Industries, Inc. is a drug, smoke and alcohol free working environment. General Job Description: Communicates with customers on all questions and inquiries related to their orders including on-time delivery of product. Minimum Qualifications: Minimum 2 years customer service experience in an administrative/office setting Excellent phone communication ability Ability to navigate a computer database Attention to detail. Organized with clerical skills. Specific Duties: Responsible for customer order entry from EDI Monitor EDI schedules to make sure EAU (Estimated Annual Usage) is being met, and that customer orders are not dropping out of schedule. Monitor customer websites for purchase orders, schedule changes, request for quotes, quality information Handles customer inquiries pertaining to orders/product Communicates with customers daily to report ship & delivery information Complete ASN (Advance Ship Notice) when parts ship to customer Monitor all shipments by production to customer Maintain all customer files Create Expediter Report Monitor the customers delivery performance Acknowledge customer PO's (purchase orders) Proactively notify customers of late orders Assign RMA's (Return Material Authorization) to quality department for reconciliation Provide proof of delivery to customers as necessary for invoice discrepancies. Maintain and input data pertaining to customer orders in database This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties and responsibilities as it may be deemed necessary.
    $31k-38k yearly est. 28d ago
  • Customer Service Rep/Admin

    Fastsigns 4.1company rating

    Finance service representative job in Rochester, NY

    Benefits: Paid Holidays Sick Time Vacation Time Health insurance As a FASTSIGNS Customer Service Representative/Admin, you will be the initial contact with current customers as well as prospective customers. You will work with customers in numerous ways such as email, telephone, in-person in our FASTSIGNS Center. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will also receive some hands-on experience to familiarize yourself with the materials needed and the production process. You would also assist in the materials management process, which may include ordering of materials as requested, keep the Point of Sale System material costs up to date and exploring cost saving options for materials available in the industry. You will be involved in team meetings and be intimately involved in the success of the FASTSIGNS Center. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Compensation: $19.00 - $21.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $19-21 hourly Auto-Apply 60d+ ago
  • Financial Solutions Registration Candidate - Mt Hope Financial Center

    Bank of America 4.7company rating

    Finance service representative job in Rochester, NY

    Rochester, 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. Responsible Growth is how we run our company and how we deliver 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** : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications** **:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications** **:** Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **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.
    $66k-96k yearly est. 27d ago
  • Licensed Financial Services Representative - Greece Market

    ESL All Companies 4.5company rating

    Finance service representative job in Rochester, NY

    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
    $31.1 hourly 60d+ ago
  • Customer Service Representative - Rochester, NY

    Kedia Corporation

    Finance service representative job in Rochester, NY

    Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system Scanners Standalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email Customer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM Electronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook Network conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat Spreadsheet software - Microsoft Excel Knowledge Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Speaking - Talking to others to convey information effectively. Service Orientation - Actively looking for ways to help people. Persuasion - Persuading others to change their minds or behavior. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Writing - Communicating effectively in writing as appropriate for the needs of the audience. Coordination - Adjusting actions in relation to others' actions. Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Negotiation - Bringing others together and trying to reconcile differences. Abilities Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. Oral Expression - The ability to communicate information and ideas in speaking so others will understand. Speech Clarity - The ability to speak clearly so others can understand you. Speech Recognition - The ability to identify and understand the speech of another person. Written Expression - The ability to communicate information and ideas in writing so others will understand. Near Vision - The ability to see details at close range (within a few feet of the observer). Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Written Comprehension - The ability to read and understand information and ideas presented in writing. Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense. Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional Information If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
    $31k-40k yearly est. 1d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Canandaigua, NY?

The average finance service representative in Canandaigua, NY earns between $34,000 and $107,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Canandaigua, NY

$60,000
Job type you want
Full Time
Part Time
Internship
Temporary