Finance service representative jobs in Hamburg, NY

National Fuel is currently seeking Emergency Services Representatives for an outstanding career opportunity in our Operations Clerical department located at our Mineral Springs Service Center in West Seneca, NY. National Fuel is proud to have an inclusive workplace where 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. PRIMARY RESPONSIBILITIES: Accurately relaying information regarding customer service and emergency situations to employees working in the field using radios or telephones, in a dispatch role * Responding to customer calls regarding gas emergencies * General clerical work including data entry, gathering data and creating reports, maintaining various maps and service line records and operation of office equipment * Candidates must be available to work a flexible schedule that includes evenings, nights, weekends and holidays. Candidates MUST be available to work ALL of the following schedules: * 7:30 a.m. - 4:00 p.m. * 1:30 p.m. - 9:30 p.m. * 11:30 a.m. - 7:30 p.m. * 4:00 p.m. - 12:00 a.m. * 12:00 p.m. - 8:00 p.m. * Midnight - 8:00 a.m. This position is an integral part of a 24-hour, 7-day per week operation and schedule changes may occur with short notice MINIMUM QUALIFICATIONS: * High school diploma or equivalent * Excellent communication and customer service skills. Demonstrate attention to detail, organizational skills, and multitasking are required * Strong Microsoft Office (Word and Excel) skills PREFERRED QUALIFICATIONS: * Emergency services background * Experience in a phone center or customer service environment 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 a starting hourly rate of pay of $26.65, after 6 months $28.40/hr, and 1 year $31.36/hr. National Fuel offers a comprehensive benefits package including the following: * Medical and Prescription Drug Coverage · Parental Leave for Mothers and Fathers · Dental Coverage · Tuition Reimbursement · 401(k) with Company Match · Life Insurance · Company Funded Retirement Savings Account · Flexible Spending Account · Paid Vacation, Company Holidays & Sick Time · Charitable Giving Programs HOW TO APPLY: The successful candidate will be required to pass a DOT mandated drug test, as well as participate in random drug testing. The DOT maintains a list of banned substances which includes medicinal or recreational marijuana. For confidential consideration, please submit your resume and cover letter (preferably in PDF format) to **************** by December 23, 2025. Attachments with a .docm extension will not be accepted. Please reference position #25-056NY - Emergency Services Rep in the subject line of your email.

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

Avalon opened in 2000 with three people in Syracuse, NY, providing high-quality legal copy services. Today, we're way more than just legal copy pros. Our team of 200 - located across the U.S. in eight offices in six states - includes experts in cybersecurity, eDiscovery, managed office services (MOS), and other progressive, recession-proof, always-evolving service offerings! Our startup feel, collaborative culture, and open, casual atmosphere (not to mention the random pizza parties and happy hours) make Avalon a great place to work. So, if you're a hard-working, detail-oriented, genuinely nice person who wants to join a team of amazing people with a passion for solving client challenges (and for having fun), apply now! Job Summary: Client Service Representatives are the "face" of Avalon, acting as the first point of contact to help facilitate client projects and guide them in the right direction. Their role involves initiating client orders through effective call handling, email management, and precise data entry of client instructions to pass along to production. CSR's have the responsibility of maintaining strong client relationships and ensuring their requirements are comprehensively addressed with care and professionalism. Serving as an essential bridge between clients and the production and sales teams, CSR's oversee all client communications within the department, managing the process seamlessly from initiation to completion. Schedule: •Monday - Friday, 8:00 am - 4:00 pm Job Responsibilities: Greet walk in clients, visitors, and guests that enter our secure facility. Screen and direct necessary client emails and calls to appropriate Avalon team members. Respond and manage client communications through email, Microsoft Team calls, and online submissions. Consult and ask fundamental questions to collect project details and instructions for production. Work closely with supporting Avalon team members for estimating, new client paperwork, and other administrative transactions. Final check the completion of all client projects before being picked up, shipped, or delivered. Review final project instructions and submittal of invoice to client. Will be required to pickup or deliver a client project, utilizing the provided company vehicle. Skills and Abilities: Demonstrates proficient time management and problem-solving skills. Communicates information clearly and efficiently to both clients and team members (both written and verbally). Quick to grasp new concepts, process workflows, and basic understanding surrounding the services Avalon offers. Detail-oriented and process-driven when adhering to standard operating principles. Positive attitude and able to overcome challenging and fast-paced obstacles. Ability to operate a desktop computer, scanner, and other common office equipment, including copiers, printers, etc. Proficiency in Windows 10, Microsoft Outlook, Microsoft Teams, and NetSuite preferred. Participate in continuing education and professional development programs. Education and Experience: Minimum of a high school diploma, associate's degree in business or related field preferred 2 years of proven experience as a customer service rep, sales/admin assistant. Physical Requirements: Standing for long periods of time Making and receiving phone calls. Must be able to lift 50 pounds at times. Driving a motor vehicle So, are you ready to click that button and take the next step in your career? We hope so!

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: 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

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 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.

Job DescriptionBenefits: Retirement 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.

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 We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $75,000+ at plan with benefits Responsibilities: Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Create customized financial plans suitable for each client based on potential life changes and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Requires a Bachelor's degree in finance, business administration, or related field Strong interest in financial planning and investment management Excellent interpersonal and communication skills Sales experience or customer service background Willing to study and obtain a Life Insurance license Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

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).

Were seeking a passionate and empathetic Customer Service Representative to join our Corporate Customer Service Center in Batavia, NY. In this role, youll be the heart of our customer experience, resolving concerns, managing warranty inquiries, and coordinating solutions across multiple states. With the potential to transition to a work-from-home position after 90 days, this is your chance to shine in a fast-paced, supportive environment where your problem-solving skills and positive attitude will make a real impact. What Youll Do As a Customer Service Representative, youll be the heart of our customer experience, turning challenges into solutions and ensuring every guest feels heard and valued. Your key responsibilities include: Master the Warranty: Become an expert on our warranty offerings, guiding customers through coverage details and limitations with clarity and confidence. Champion Customer Advocacy: Be the voice for our guests, managing concerns across platforms, including social media, to maintain our stellar reputation. Resolve with Excellence: Coordinate with internal teams and external partners to tackle customer issues in a multi-state environment, ensuring seamless resolutions. Document with Precision: Execute flawless documentation and procedures, acting with integrity to keep accounts accurate and organized. Exercise Smart Judgment: Escalate serious issues through the right channels while bringing creative solutions to improve daily operations. Embrace Flexibility: Thrive in a fast-paced office with a touch of chaos, adapting to unique accounts and using your judgment to get things done. Who Were Looking For This role is ideal for someone who: Loves Problem-Solving: You enjoy smoothing out bumps in the road for customers and coworkers alike, turning challenges into opportunities. Thrives on Interaction: Youre energized by connecting with people, educating customers, and finding solutions even when things go wrong. Stays Positive: Your glass is always half full, and you bring an upbeat, can-do attitude to every situation. Brings Ideas: Youre not afraid to suggest improvements or point out where we can do better, always with a focus on solutions. Handles Fast-Paced Chaos: Youre comfortable in a dynamic office environment where no two days are the same, and you use your judgment to stay on top of it all. Why Youll Love Working With Us Competitive Pay: Start at $17.00 per hour with opportunities to grow. Supportive Team Culture: Join a passionate, collaborative team that values your ideas and celebrates success together. Growth Opportunities: With 20 stores across three states, were a growing company with paths for career advancement. Flexible Work Options: Potential to work from home after 90 days, giving you the balance you need. Make an Impact: Your work directly contributes to our 5-star reputation and customer satisfaction. Ready to Join Us? If youre ready to bring your positivity, problem-solving skills, and customer-first mindset to The Wellsville Group, we want to hear from you! Apply today and lets create exceptional experiences together. Compensation details: 17 Yearly Salary PIc6ae59ad0757-31181-39005211

Pay Range: $17.50 - $19.62The 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. Financial and Banking Services: Various 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. 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 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.

Williamsville, NY Business Development Representative (BDR)$17 - $20/hour + Bonus & Great Benefits!Previous BDC, Sales, Customer Service, or Call Center Experience preferred but not required. We train for your success!Please Click Apply Now or at ******************** West Herr Toyota in Williamsville, NY needs to hire a BDR who will report to the BDC Manager. This position performs duties associated with supporting the dealerships service department in all aspects of enhancing customer service and streamlining communication. We aim to optimize service operations, increase customer satisfaction, and foster ongoing relationships with clients. We offer: $17 - $20/hour depending on experience Medical, Dental, and Vision Insurance 401(k) retirement planwith matching contributions Vehicle purchase program Comprehensive employee recognition programs Opportunity for advancement Essential Duties and Responsibilities include the following: Call, text, and email customers with a quality response in a timely manner. Efficient and Effective Appointment Scheduling Follow up on Service Inquiries Ensure a smooth process for customers bringing in their vehicles for maintenance or repairs. Promote full transparency in all aspects of our process. Involve Supervisor/Manager immediately in any situation that escalates negatively. Adhere to West Herrs Core Values: Empathy, Integrity, and Teamwork Perform other related duties as required and assigned to meet business needs. Qualifications/Requirements - BDR: Effective oral and written communication skills, Excellent interpersonal skills. The ability to remain organized in a dynamic environment, positive attitude. Be a team player with the BDC and Service Department and the Group as a whole. Please upload your resume and also apply at WestHerrJobs.com Must be authorized to work in the U.S. without sponsorship and be a current resident. Must pass pre-employment testing to include background checks, MVR, and drug screening. WhyWest Herr? Its a perfect opportunity to join a fast-growing expanding organization. Today we represent 25 brands with over 39 locations in the Buffalo, Rochester & Syracuse area. Our company is family oriented, locally owned and operated since 1950. Plus, we have been named Buffalos Business First Best Places to work every year since 2005 and have received the Better Business Bureaus business ethics award every eligible year since 1998 . We are an Equal Opportunity Employer. All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status. RequiredPreferredJob Industries Customer Service

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism Determine customer needs, explain and sell products and services Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience Telephone customers to schedule sales appointments and promote products suitable to the customer's needs Participate in branch prospecting efforts and sales initiatives Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand directions and adhere to established policy and procedures Able to remain focused and organized to successfully complete responsibilities Actively participate in branch meetings and training to enhance knowledge and development of skills Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: High School Diploma or GED required Excellent interpersonal and communication skills Accurate and proficient math skills Documentation skills with attention to detail Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Internal product knowledge and teller training (provided after hire) Experience/Other: Two (2) years of customer service and/or banking normally required All applicants must be 18 years of age or older.

Title: Member Experience Representative - Universal Purpose Our Universal Member Representative's serve as a liaison between the members and the credit union. The role will require you to professionally manage members' daily inquiries/needs by providing account information and information on the credit union products and services while providing high quality member service. Processing teller transactions, opening accounts for members and resolving issues. Cross-selling and actively marketing Credit Union products, services, and promotions. Requirements: Knowledge of Credit Union Banking/Services Required High school graduate or GED Knowledge of products and services preferred. Computer literacy required. Notary Public required within 180 days of hire. Qualifications & Objectives of role Effective communication and time management skills Attention to detail and organizational skills. Ability to identify cross-sell opportunities and promote and describe credit union products and services such as checking accounts, share certificates, debit cards, online banking/mobile banking products and loans. Receive and process member financial transactions. Balance cash drawer, branch cash and daily transactions at the end of day, researching and resolving any discrepancies. Respond to all member communications; up to and including calls, emails, and online messages, in a prompt manner. Process or assist members with various requests including address changes, account updates, stop payment, unauthorized requests, payoff requests and account verifications. Loan origination Identify lending opportunities Proficiency in Quality Control and calculation of (POI) Proof of Income Take and enter loan applications. Once loans are approved by underwriting, prepare loan closing documents in accordance with regulation and policy Submission of Home Equity Applications to the Home Equity -MSR and facilitate closing Duties and Responsibilities Greet and welcome members to the credit union in a professional manner. Efficiently provide prompt and accurate service. Promote credit union products and services based on member needs. Inform members of deals and promotions. Proficient in system navigation. Respond to members' requests, problems, and complaints. Management may need to assist. Resolve member complaints via phone, email, or mail. Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership. Assist with placement of orders of products ex: debit cards, checks etc. Proficiency in Quality Control. Manage requests from members for transfers of shares to loan payments, share withdrawals, check requests, cd transactions, line of credit advances and any other requests received from members. Use telephone to reach out to members and verify account information, greet members warmly and ascertain problem or reason for calling. Follow up within 2 weeks to ensure members receive checks, debit cards and are able to access electronic services. Cancel or upgrade accounts. Attempt to persuade members to reconsider cancellation of accounts. Suggest solutions when a product malfunctions. Utilize computer technology to manage high call volumes. Work with Branch Manager to ensure proper member service is being delivered. Manage changes in policies or renewals. Support Credit Union mission on Volunteer and Community Activities Adherence to all Internal/External regulatory policies, procedures, and regulations. Loan Origination Identify all lending opportunities when pulling credit reports. Take and enter loan application, present for loan officer approval, prepare loan closing documents, and close loan in accordance with all regulations and policies. Submit Home Equity Applications to the Home Equity -MSR and facilitate closing. Member follow up within two weeks by phone, all conversations to be noted on accounts. Proficiency in Quality Control Proficient in calculating Proof of Income (POI) Teller Responsibilities Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine Share drafts/checks for proper endorsement and enter deposits into computer records. Cash share drafts/checks and process withdrawals; ensure proper identification is made. For all members and shared branch members. Receive mortgage, consumer loan and other payments and ensure the payment matches balances due. Enter payments properly into the computer. Place appropriate holds on accounts. Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor, as necessary. Must have comprehensive knowledge of all credit union products and services and all related Credit Union policies and procedures as well as comply with all State and Federal Regulations. Confidentiality: Ensure member information is secure Perform other duties as assigned by management.

Avalon opened in 2000 with three people in Syracuse, NY, providing high-quality legal copy services. Today, we're way more than just legal copy pros. Our team of 200 - located across the U.S. in eight offices in six states - includes experts in cybersecurity, eDiscovery, managed office services (MOS), and other progressive, recession-proof, always-evolving service offerings! Our startup feel, collaborative culture, and open, casual atmosphere (not to mention the random pizza parties and happy hours) make Avalon a great place to work. So, if you're a hard-working, detail-oriented, genuinely nice person who wants to join a team of amazing people with a passion for solving client challenges (and for having fun), apply now! Job Summary: Client Service Representatives are the "face" of Avalon, acting as the first point of contact to help facilitate client projects and guide them in the right direction. Their role involves initiating client orders through effective call handling, email management, and precise data entry of client instructions to pass along to production. CSR's have the responsibility of maintaining strong client relationships and ensuring their requirements are comprehensively addressed with care and professionalism. Serving as an essential bridge between clients and the production and sales teams, CSR's oversee all client communications within the department, managing the process seamlessly from initiation to completion. Schedule: •Monday - Friday, 8:00 am - 4:00 pm Job Responsibilities: Greet walk in clients, visitors, and guests that enter our secure facility. Screen and direct necessary client emails and calls to appropriate Avalon team members. Respond and manage client communications through email, Microsoft Team calls, and online submissions. Consult and ask fundamental questions to collect project details and instructions for production. Work closely with supporting Avalon team members for estimating, new client paperwork, and other administrative transactions. Final check the completion of all client projects before being picked up, shipped, or delivered. Review final project instructions and submittal of invoice to client. Will be required to pickup or deliver a client project, utilizing the provided company vehicle. Skills and Abilities: Demonstrates proficient time management and problem-solving skills. Communicates information clearly and efficiently to both clients and team members (both written and verbally). Quick to grasp new concepts, process workflows, and basic understanding surrounding the services Avalon offers. Detail-oriented and process-driven when adhering to standard operating principles. Positive attitude and able to overcome challenging and fast-paced obstacles. Ability to operate a desktop computer, scanner, and other common office equipment, including copiers, printers, etc. Proficiency in Windows 10, Microsoft Outlook, Microsoft Teams, and NetSuite preferred. Participate in continuing education and professional development programs. Education and Experience: Minimum of a high school diploma, associate's degree in business or related field preferred 2 years of proven experience as a customer service rep, sales/admin assistant. Physical Requirements: Standing for long periods of time Making and receiving phone calls. Must be able to lift 50 pounds at times. Driving a motor vehicle So, are you ready to click that button and take the next step in your career? We hope so!

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