Tax Services Rep - Contract job
Finance service representative job in Rochester, NY
Customer Service Representative - Tax Services (Contract Role)
Rochester, NY - 100% On-Site
$20-$23/hr (DOE)
Monday-Friday, 8:00 AM - 5:00 PM
We're seeking a customer-focused, detail-oriented professional who enjoys working in a fast-paced environment and takes pride in providing exceptional service and problem resolution. This is a full-time, temporary/contract role with a respected national employer headquartered in Rochester, NY.
Key Responsibilities
• Provide high-quality customer service via phone, email, and chat, documenting all interactions accurately.
• Follow up on outstanding items to ensure timely resolution in accordance with service level expectations.
• Develop and maintain knowledge of company products, policies, and procedures.
• Manage daily, time-sensitive tasks with strong organizational focus.
• Support both internal and external clients with tasks such as:
- Processing payments and filings
- Assisting with tax agency registrations
- Researching and resolving tax notices
- Data entry, spreadsheet management, and data verification
• Utilize systems such as HRIS, Oracle, MasterTax, Prism, Salesforce, and Microsoft Office. (Familiarity is helpful but not required.)
• Demonstrate professionalism, accountability, and teamwork in all interactions.
Qualifications
• High School diploma or equivalent required.
• Minimum 2 years of professional work experience.
• Payroll or tax-related experience preferred.
• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Proven ability to multitask and meet deadlines in a high-volume setting.
• Strong customer service and interpersonal skills.
• Comfortable learning and navigating multiple software systems.
Future Positions
Finance service representative job in Rochester, NY
We're always looking for motivated candidates to work at Soleo. If you think you've got what it takes, submit your resume here for consideration in future openings
Auto-ApplyBanker Associate- Emerging Middle Market- Associate
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
Auto-ApplyFinancial Advisor, Financial Services Professional. Both entry level and experienced career opportun
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.
Relationship Banking Representative Rotating
Finance service representative job in Rochester, NY
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 Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and 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 pertinent 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.
Financial Services Representative - State Farm Agent Team Member
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
Banker Associate- Emerging Middle Market- Associate
Finance service representative job in Rochester, NY
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
Auto-ApplyTalent Bank
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.
Customer Service Representative
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.
Auto-ApplyCustomer Service Rep/Admin
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.
Auto-ApplyLicensed Financial Services Representative - Greece Market
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
Associate, Bilingual Medicaid- Member Service Representative
Finance service representative job in Rochester, NY
Qualifications you'll bring: High School diploma or equivalent when possesses customer service employment experience. Minimum 1 - 3 years customer service experience and/or relevant office experience required. Must be available to work Monday - Friday from 9:30am- 6:00pm.
Strong problem-solving ability with effective oral and written communication skills.
Have strong interpersonal skills and exhibit good judgment.
Demonstrated excellent customer service skills including superior accountability and follow through.
Demonstrated PC skills using Microsoft applications.
Bilingual preferred
Curiosity to foster innovation and pave the way for growth
Humility to play as a team
Commitment to being the difference for our customers in every interaction
Your key responsibilities:
The Associate, Medicaid Member Service Representative is responsible for providing optimum customer service as required to maintain existing member relationships and prevent cancellations.
Addresses member, internal and external customer inquiries, questions and concerns in areas including enrollment, claims, benefit interpretation, and referrals/authorizations for medical care across a variety of insurance types.
Meet individual accessibility and quality goals, and team goals for industry standard benchmarks such as Average Speed of Answer, and Abandonment Rate.
Responds promptly, accurately, and effectively to all calls in a polite and professional manner.
Responds to all calls timely and have a clear understanding of call avoidance, such as but not limited to short calls, intentional disconnects, inappropriate transfers and inappropriate use of hold button.
Performs data input in a highly accurate and timely manner on all customer contacts.
Simultaneously accesses multiple databases while addressing customer's needs.
Clearly explains all policies and procedures on both incoming and out-going calls. On an ongoing basis, educates members about their benefits and MVP's procedures.
Delivers information in a clear and confident manner.
Develops a comprehensive understanding of all lines of business. Has the technical skills required to be able to perform task efficiently.
Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer.
Where you'll be:
Location: Virtual. Please note all candidates must be located in New York State within a 40- mile radius from the Schenectady, NY; Rochester, NY; Tarrytown, NY
Part Time Associate Banker Rochester (30 Hours)
Finance service representative job in Rochester, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyBanker Associate- Emerging Middle Market- Associate
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
Customer Service Representative
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.
Licensed Financial Services Representative - Greece Market
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
Associate, Bilingual Medicaid- Member Service Representative
Finance service representative job in Rochester, NY
At MVP Health Care, we're on a mission to create a healthier future for everyone - which requires innovative thinking and continuous improvement. To achieve this, we're looking for an **Associate, Bilingual Medicaid- Member Service Representative** to join #TeamMVP. This is the opportunity for you if you have a passion for healthcare, customer service, and compliance.
**What's in it for you:**
+ Growth opportunities to uplevel your career
+ A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
+ Competitive compensation and comprehensive benefits focused on well-being
+ An opportunity to shape the future of health care by joining a team recognized as a **Best Place to Work** for and one of the **Best Companies to Work For in New York**
**Qualifications you'll bring:**
+ High School diploma or equivalent when possesses customer service employment experience.
+ Minimum 1 - 3 years customer service experience and/or relevant office experience required.
+ Must be available to work Monday - Friday from 9:30am- 6:00pm.
+ Strong problem-solving ability with effective oral and written communication skills.
+ Have strong interpersonal skills and exhibit good judgment.
+ Demonstrated excellent customer service skills including superior accountability and follow through.
+ Demonstrated PC skills using Microsoft applications.
+ Bilingual preferred
+ Curiosity to foster innovation and pave the way for growth
+ Humility to play as a team
+ Commitment to being the difference for our customers in every interaction
**Your key responsibilities:**
+ The Associate, Medicaid Member Service Representative is responsible for providing optimum customer service as required to maintain existing member relationships and prevent cancellations.
+ Addresses member, internal and external customer inquiries, questions and concerns in areas including enrollment, claims, benefit interpretation, and referrals/authorizations for medical care across a variety of insurance types.
+ Meet individual accessibility and quality goals, and team goals for industry standard benchmarks such as Average Speed of Answer, and Abandonment Rate.
+ Responds promptly, accurately, and effectively to all calls in a polite and professional manner.
+ Responds to all calls timely and have a clear understanding of call avoidance, such as but not limited to short calls, intentional disconnects, inappropriate transfers and inappropriate use of hold button.
+ Performs data input in a highly accurate and timely manner on all customer contacts.
+ Simultaneously accesses multiple databases while addressing customer's needs.
+ Clearly explains all policies and procedures on both incoming and out-going calls. On an ongoing basis, educates members about their benefits and MVP's procedures.
+ Delivers information in a clear and confident manner.
+ Develops a comprehensive understanding of all lines of business. Has the technical skills required to be able to perform task efficiently.
+ Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer.
**Where you'll be:**
Location: Virtual. Please note all candidates must be located in New York State within a 40- mile radius from the Schenectady, NY; Rochester, NY; Tarrytown, NY
**Pay Transparency**
MVP Health Care is committed to providing competitive employee compensation and benefits packages. The base pay range provided for this role reflects our good faith compensation estimate at the time of posting. MVP adheres to pay transparency nondiscrimination principles. Specific employment offers and associated compensation will be extended individually based on several factors, including but not limited to geographic location; relevant experience, education, and training; and the nature of and demand for the role.
We do not request current or historical salary information from candidates.
**MVP's Inclusion Statement**
At MVP Health Care, we believe creating healthier communities begins with nurturing a healthy workplace. As an organization, we strive to create space for individuals from diverse backgrounds and all walks of life to have a voice and thrive. Our shared curiosity and connectedness make us stronger, and our unique perspectives are catalysts for creativity and collaboration.
MVP is an equal opportunity employer and recruits, employs, trains, compensates, and promotes without discrimination based on race, color, creed, national origin, citizenship, ethnicity, ancestry, sex, gender identity, gender expression, religion, age, marital status, personal appearance, sexual orientation, family responsibilities, familial status, physical or mental disability, handicapping condition, medical condition, pregnancy status, predisposing genetic characteristics or information, domestic violence victim status, political affiliation, military or veteran status, Vietnam-era or special disabled Veteran or other legally protected classifications.
To support a safe, drug-free workplace, pre-employment criminal background checks and drug testing are part of our hiring process. If you require accommodations during the application process due to a disability, please contact our Talent team at ******************** .
**Job Details**
**Job Family** **Customer Service**
**Pay Type** **Hourly**
**Hiring Min Rate** **20 USD**
**Hiring Max Rate** **28.8 USD**
Part Time (20 Hours) Associate Banker - Victor - Victor, NY
Finance service representative job in Victor, NY
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 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
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
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
Assists clients and the branch team by helping with new account openings when needed
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
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
Auto-ApplyBanker Associate- Emerging Middle Market- Associate
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
Auto-ApplyLicensed Financial Services Representative - Canandaigua Branch
Finance service representative job in Canandaigua, 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 Canandaigua 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 Canandaigua 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