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  • Relationship Banker - Batavia Area

    Bank of America 4.7company rating

    Finance service representative job in Batavia, NY

    Batavia, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $41k-51k yearly est. 2d ago
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  • Customer Service Representative

    Stewart 4.5company rating

    Finance service representative job in Rochester, NY

    At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all. You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company. Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about. More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle Job Description Job Summary Responsible for supporting real estate transactions by providing a range of administrative and/or support duties to assist title processes as part of a production center, branch office, or member of a title team. Job Responsibilities Provides support to branch operations by performing administrative duties and providing a high level of customer support related to accurate and timely title production Follows standard procedures and guidelines Understands how assigned duties relate to others within the team and how the team integrates with related teams Impacts own team through the quality of the support provided Recognizes and solves typical problems; selects solutions from established options Communicates moderately complex information in routine situations, typically within own team Works under general supervision with limited ability to modify approach; Individual contributor having no supervisory responsibilities; manages own workload Performs all other duties as assigned by management Education High school diploma required; Bachelor's preferred Experience Typically requires 2+ years of related work experience Equal Employment Opportunity Employer Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************. Pay Range & Benefits $37,651.82 - $62,753.03 Annually The base salary range provided is consistent with similar roles at the Company. The base salary range is not an absolute, but a guide, and actual offers will be based on the individual candidate's knowledge, skills, education, experience, location, market conditions, and other compensation components. Depending upon all of the preceding considerations, the base salary may be lower or higher than the stated range. Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts
    $37.7k-62.8k yearly Auto-Apply 7d ago
  • Managed Services Associate

    Paylocity 4.3company rating

    Finance service representative job in Rochester, NY

    Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at one of our U.S. office locations (Meridian, ID or Rochester, NY or Schaumburg, IL). Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview The Managed Services Associate plays a critical role in delivering white-glove support across key Human Capital Management (HCM) functions, including payroll processing, HR data management, and client inquiry resolution. As the frontline of the Managed Services team, this role is responsible for ensuring the accurate and timely execution of recurring services, while providing proactive, high-touch support that exceeds client expectations. This position requires attention to detail, the ability to manage multiple priorities, and a commitment to delivering operational excellence and client satisfaction. Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Payroll & HR Data Entry: Maintain and process payroll and HRIS data with a high degree of accuracy and confidentiality across client accounts. * Client Communication: Deliver prompt, clear, and professional communication via phone, email, and ticketing systems; serve as a trusted resource on routine inquiries and procedural guidance. * Ownership & Follow-Through: Proactively manage assigned client workload, ensuring timely follow-up and resolution of open tasks, escalations, and service requests. * Problem Solving: Diagnose and resolve payroll and data discrepancies, leveraging available tools, documentation, and internal expertise to ensure accurate outcomes. * Cross-Functional Collaboration: Liaise with internal teams (e.g., Product Support, Tax, Benefits) to ensure seamless service delivery and resolution of complex issues. * Process Adherence: Ensure full compliance with internal procedures, control protocols, and payroll policies, including client-specific processing requirements. * Payroll Administration: Execute end-to-end payroll tasks including pre-check validations, earnings/deductions auditing, and post-processing confirmations. * Data Maintenance: Manage HR, timekeeping, and pay data updates such as new hires, terminations, rate changes, and PTO adjustments. * Client Issue Resolution: Triage and resolve day-to-day service requests from clients, escalating when appropriate based on scope or complexity. * Knowledge Management: Maintain working knowledge of supported platforms, internal policies, and regulatory requirements relevant to client deliverables. * Quality & Compliance: Perform audits and reconciliation activities to ensure compliance with client contracts, internal standards, and external regulations. * Support Tax Filings: Assist with the preparation, validation, and tracking of payroll tax filings. * Ensure awareness of deadlines, escalate discrepancies, and coordinate with internal teams to resolve tax-related issues. Education and Experience Requirements * Bachelor's degree or High School Diploma with a minimum of 2 years of relevant HCM experience * In lieu of a bachelor's degree or 2 years of HCM experience, HS diploma and at least 1 year of demonstrated successful performance in an operations-related role at Paylocity, may be considered * Experience in customer service or previous client interfacing role * Proficiency in Microsoft Office suite * Data accuracy and proficiency Preferred * CPP, FPC, APA, and/or SHRM-CP certified * Experience in payroll and/or call center environment Physical Requirements * Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. * Use of computer and phone systems: The employee must be able to operate a computer, use phone * systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.comopens in a new tab. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The pay range for this position is $43,000 - $61,400/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via **************************
    $43k-61.4k yearly 22d ago
  • Banker Associate- Emerging Middle Market- Associate

    JPMC

    Finance service representative job in Rochester, NY

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $72k-146k yearly est. Auto-Apply 57d ago
  • Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun

    Vision Financial Group 3.6company rating

    Finance service representative job in Rochester, NY

    Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500 company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor's degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.
    $86k-172k yearly est. 16d ago
  • Customer Service Collections Rep

    Ur Medicine Thompson Health 3.1company rating

    Finance service representative job in Canandaigua, NY

    Schedule: Per Diem (Sunday-Saturday flexible hours days, evenings and/or weekends) Main Function: Responsible for working with patients in person or via telephone to answer questions and secure payment or payment arrangements for self-pay accounts. Provide information regarding the system's payment policy, alternative financing, insurance options, state programs, and financial aid program. Responsible for the monthly review of potential bad debt transfers - reviews and completes transfers per policy and procedure guidelines. Lives the CARES values and promotes the Thompson Way. Qualifications: Associates Degree preferred. 2 to 3 years of previous medical billing or collection experience is required. Familiarity with collection practices. Excellent public/patient relations and communication skills. Skills in using computers, including Excel and Word required. Skills in using web-based patient financial applications/systems. Pay Range: $19.50 - $23.00 Starting Pay: Based on Experience Thompson Health is an EOE encouraging individuals with disabilities and veterans to apply.
    $19.5-23 hourly 60d+ ago
  • Banker Associate- Emerging Middle Market- Associate

    Jpmorgan Chase & Co 4.8company rating

    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
    $90k-110k yearly Auto-Apply 58d ago
  • Customer Service Rep(03484) - 70 West Street

    Domino's Franchise

    Finance service representative job in Canandaigua, NY

    The Customer Service Representative is required to handle all aspects of service, including: telephone answering and face to face contact. The Customer Service Representative position is considered an In-store position and CSRs are required to learn other skilled positions within the store, such as: Oven tending, Pizza Topping and Pizza Making. Additional Information All your information will be kept confidential according to EEO guidelines.
    $31k-40k yearly est. 3d ago
  • Talent Bank

    Truth Collective

    Finance service representative job in Rochester, NY

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

    Cannon Industries 3.3company rating

    Finance service representative job in Rochester, NY

    Cannon Industries A global company with headquarters in Rochester, New York, Cannon Industries has grown to become one of the leading sheet metal and custom weld fabricators in the contract manufacturing industry. Our quality standards are unsurpassed in the industry because we know that our customers' standards grow with each passing year. Computer controlled processes, operators and technicians with decades of experience, and strict procedures for quality control have led Cannon Industries to step ahead of the competition, by earning QS:9000, ISO:9002, and TS:16949 certifications. Cannon Industries, Inc. is a drug, smoke and alcohol free working environment. General Job Description: Communicates with customers on all questions and inquiries related to their orders including on-time delivery of product. Minimum Qualifications: Minimum 2 years customer service experience in an administrative/office setting Excellent phone communication ability Ability to navigate a computer database Attention to detail. Organized with clerical skills. Specific Duties: Responsible for customer order entry from EDI Monitor EDI schedules to make sure EAU (Estimated Annual Usage) is being met, and that customer orders are not dropping out of schedule. Monitor customer websites for purchase orders, schedule changes, request for quotes, quality information Handles customer inquiries pertaining to orders/product Communicates with customers daily to report ship & delivery information Complete ASN (Advance Ship Notice) when parts ship to customer Monitor all shipments by production to customer Maintain all customer files Create Expediter Report Monitor the customers delivery performance Acknowledge customer PO's (purchase orders) Proactively notify customers of late orders Assign RMA's (Return Material Authorization) to quality department for reconciliation Provide proof of delivery to customers as necessary for invoice discrepancies. Maintain and input data pertaining to customer orders in database This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties and responsibilities as it may be deemed necessary.
    $31k-38k yearly est. Auto-Apply 60d+ ago
  • Part Time Customer Service Representative $17 hourly

    Raymour & Flanigan Furniture 4.6company rating

    Finance service representative job in Canandaigua, NY

    Who we are: With Raymour and Flanigan, you'll quickly learn that our core beliefs are about you! We believe that if we treat our associates well, they will treat our customers well. We will continually ask you to think outside of the box to raise the bar in our business and we will do the same for you! It's why we pride ourselves on having the most competitive and comprehensive compensation packages in the furniture industry. This includes health benefits, 401k with company match plus profit sharing, cross training, annual breakfast prepared by our owners and so much more! What you'll do: As a Customer Service Representative, you will play an important role in the lifecycle of every customers' purchase. You bridge the gap between the dream and the reality by assisting customers with scheduling their deliveries, managing payments and skillfully acknowledging customer questions and concerns. You will work independently and on a small team to ensure our vision of enhancing the customer shopping experience is continually strengthened. What we need from you is: * Consistently to provide genuine, friendly, personable and professional service. * Effective communication, interpersonal and organizational skills in person and on the phone. * Demonstrate excellent listening skills and the ability to multi-task within a fast-paced service environment. * Proactively resolve escalated customer issues. * Support sales and operations team members to go above and beyond by advocating for every customer's concerns and requests. * Flexibility to work a retail schedule that includes days, nights, weekends, holidays, and events. We can't wait to get to know you! For a more detailed look into this role click here or copy and paste the following link if using a mobile device ************************************************************************************************************************************ Raymour & Flanigan supports an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. We are strongly committed to inclusivity and diverse workforce. We are committed to a discrimination free workplace where associates are treated with respect and dignity. To achieve this, we do not discriminate against any associate or applicant on the basis of race, creed, color, religion, sex (including pregnancy), age, national origin, physical or mental disability, status as a victim of domestic violence, sexual orientation, sexual and other reproductive health decisions, marital or familial status, genetic information or other basis protected by law. Please note that we are currently unable to offer visa sponsorship for this position. Candidates must have authorization to work in the U.S. without the need for sponsorship now or in the future. Raymour & Flanigan proudly supports a drug and smoke free work environment. Customer service representative Customer support Call center Customer satisfaction Problem-solving Communication skills Customer inquiries Ticketing system Customer complaints Conflict resolution Product knowledge Order processing Service inquiries Multitasking Active listening Empathy Resolution time Customer feedback Service excellence Escalation management Chat support Email support CRM (Customer Relationship Management)
    $30k-37k yearly est. 23d ago
  • Customer Service Rep/Admin

    Fastsigns 4.1company rating

    Finance service representative job in Rochester, NY

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

    Betlem Residential Heating & Air Conditioning

    Finance service representative job in Rochester, NY

    About Us Betlem Residential Heating & Air Conditioning has been a trusted provider of comfort solutions for homes and businesses for over 100 years. We specialize in the installation, maintenance, and repair of residential and light commercial heating and cooling systems. Our team is dedicated to providing reliable, energy-efficient solutions with exceptional workmanship and outstanding customer service. At Betlem, we value integrity, teamwork, and professionalism. We offer a supportive work environment where you can grow your skills and advance your career while being part of a company that cares about its employees and the communities we serve. Job Summary Betlem Residential Heating & Air Conditioning are seeking a dependable and detail-oriented Residential Customer Service Representative to support our service department. In this role, you will communicate with customers, schedule service calls, support dispatch and billing activities, and ensure that all tasks are completed accurately and efficiently. This is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys helping customers. Essential Duties & Responsibilities Daily Responsibilities: Answer incoming customer calls and schedule service appointments. Create call slips and work orders with complete customer information in COINS. Review overnight and weeeknd calls each morning; communicate with technicians and managers for proper follow-up. Provide customer updates and follow up on open work orders. Support service dispatch with prioritizing, scheduling, and assigning work orders to technicians. Assist with billing of service work orders. Issue purchase orders as needed. Schedule and track sales appointments. Open, close, and monitor installation work orders through completion. Support the installation billing process. General Administrative Support: Process financing and credit card information. Work with technicians to schedule sales appointments as needed. Assist the service manager with organizing weekly time tickets for payroll and other follow-up needs. Perform general office duties such as filing, maintaining supplies, and supporting team members as needed. Qualifications General Expectations: Develop a solid understanding of residential service technicians' skills and capabilities. Follow up on incomplete work to ensure timely completion. Suggest process improvements to the service supervisor. Demonstrate strong organizational and multitasking abilities. Be proficient with computes and willing to learn new software systems. Be self-motivated, team oriented, and reliable. Maintain a stron work ethic and commitment to safety (PPE as required). Additional responsibilities may be assigned as needed. Work Environment What we Offer: Competitive Salary Comprenhensive Benefits Package (Includes Medical, Dental and Vision) Paid Time Off and Holiday Pay Health Savings and Flexible Spending Accounts 401(k) Savings Plan Employee Assistance Program The Betlem Team: Join a company with a century-long tradition of excellence, a supportive team environment, and opportunities for career growth. At Betlem, your skills and dedication are recognized, valued, and rewarded. Apply Today: If you are a motivated professional seeking a stable and rewarding career, we want to hear from you! Equal Opportunity Employer As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled Notice to Prospective Employees Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR's normal application process - it is probably fraudulent. Geographic Disclosure Compensation Range-$22.00/hour-$28.00/hour #betlem #LI-P1
    $22-28 hourly Auto-Apply 60d+ ago
  • Front End Customer Service

    Wilkins RV 3.6company rating

    Finance service representative job in Churchville, NY

    Job DescriptionCompany: Wilkins Recreational Vehicles Job Title: Customer Experience Coordinator - Full Time We believe talent makes a difference! Join an award-winning team offering excellent earning potential and opportunities for long-term growth, including a leadership team that values your professionalism, customer focus, and attention to detail. We're looking for team members who create outstanding first impressions-because we know exceptional experiences begin at the front desk. Salary Range: $18.00 - $20.00/hour Job Duties: Greet and welcome all incoming customers in a warm, friendly, and professional manner-creating a positive first impression and helping set the tone for an exceptional experience. Provide excellent front-line customer service by directing customers to the appropriate team member or department with confidence and care. Promptly and professionally answer incoming phone calls, ensuring accurate information is provided or calls are routed appropriately. Support the coordination and check-in process of all incoming new vehicles, working closely with both sales and service departments. Complete associated paperwork and input vehicle information accurately into our system. Serve as a helpful administrative resource for the entire Wilkins RV team-keeping our operations running smoothly and efficiently. Requirements: Strong interpersonal skills with the ability to warmly and professionally interact with customers and colleagues. Dependable, detail-oriented, and organized with a customer-first mindset. Capable of effectively handling multiple calls and tasks in a fast-paced environment while maintaining a positive attitude. Saturday and Evening availability #1 RV Dealer in New York Wilkins RV facilities are centrally located and proudly serve the cities of Bath, Elmira, Corning, Churchville, Olean, Rochester, Syracuse, Buffalo, New York, and Northern Pennsylvania. Powered by JazzHR A0ExFsQYf9
    $18-20 hourly 26d ago
  • Customer Service Representative | Billing Support

    Charter Spectrum

    Finance service representative job in Rochester, NY

    This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Good listener. Multi-tasking problem-solver. Enthusiastic communicator. Does this sound like you? If so, consider starting your career at Spectrum as a professional Customer Service Representative on our billing team. At Spectrum, we keep our customers connected by delivering Internet, Voice, and Video solutions to power today's evolving network demands. Customer Service Representatives on our billing team are vital to our mission, providing the product knowledge and account support that our customers rely on. Here, you will work in a fast-paced environment alongside a great team of helpful co-workers. WHAT OUR CUSTOMER SERVICE REPS ENJOY MOST * Talking to many different types of people from across the country * Answering inbound phone calls from customers related to billing inquiries * Empathizing with customers while accurately addressing their billing needs and meeting our high customer service standards * Establishing and growing professional, positive relationships with Spectrum customers * Collaborating with management on customer issue escalations * Representing a Fortune 100 company with professionalism and courtesy We are a large organization operating 24/7 bustling call centers offering a variety of shifts. On any given day, you'll find yourself in the office, navigating multiple computer programs, and speaking with customers over the phone. People who succeed in this role are understanding, resilient, professional, and treat others with kindness and respect. If you can see yourself working in this environment, you'll feel at home on our billing team. WHAT YOU'LL BRING TO SPECTRUM Required Qualifications * Education: High school diploma or equivalent * Schedule: Ability to work a variety of schedules including nights, weekends, and holidays * Language: Ability to read, write, speak and understand English Preferred Qualifications * Experience: 6+ months of customer service experience; 6+ months of experience working with computers and software applications; previous work in cable operations or a telecommunications call center * Technical Skills: MS Office, computer skills, typing * Skills: Communication, organization, time management, problem-solving, efficient, multi-tasking, customer service * Abilities: Dependable, courteous, enthusiastic, empathetic, results-driven, professional, resilient COP139 2025-67395 2025 Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant's criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. The base pay for this position generally is between $20.00 and $27.80. The actual compensation offered will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. We comply with local wage minimums and also, certain positions are eligible for additional forms of other incentive-based compensation such as bonuses. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you'll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We're committed to growing a workforce that reflects the customers and communities we serve - providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.
    $20-27.8 hourly 12d ago
  • Customer Service Representative

    Monstera Talent

    Finance service representative job in Rochester, NY

    Job Title: Customer Service Representative Compensation: $800 - $1000 per week, plus commission About the Role Our client, a leader in the B2B sector, is seeking an enthusiastic and driven Customer Service Representative to join their team in Rochester, NY. This role combines customer service and sales, offering an exciting opportunity to grow professionally while contributing to the company's success. Key Responsibilities: Customer Engagement: Build strong relationships with business clients by understanding their needs and providing tailored solutions. Sales Support: Present products and services, generate leads, and close sales to meet or exceed targets. Pipeline Management: Track and manage client interactions and follow up to ensure satisfaction and loyalty. Collaboration: Work with the sales team to develop strategies and achieve company goals. Problem Solving: Address client inquiries and resolve issues promptly and professionally. What We Offer: Weekly Pay: Competitive base salary of $800 - $1000, plus commission for performance. Training Provided: Comprehensive training to equip you with the skills needed to excel in B2B sales and customer service. Career Growth: Opportunities for advancement within a supportive, dynamic team environment. Bonuses and Incentives: Recognition for outstanding performance through additional rewards. Who We're Looking For: Strong Communicators: Excellent verbal and written communication skills. Sales Enthusiasts: A proactive mindset with the ability to achieve sales goals and deadlines. Team Players: A collaborative spirit to work effectively with colleagues and clients. Adaptable Learners: Quick to learn and apply new skills in a fast-paced environment. Experience a Plus: While previous experience in customer service or sales is beneficial, it is not required as full training is provided. How to Apply If you're ready to join a dynamic team and start a rewarding career in customer service and sales, we want to hear from you! Apply today and take the next step toward success in the B2B sector. Your journey starts here!
    $800-1k weekly 60d+ ago
  • Customer Service Representative Part-Time

    Regional Transit Service 4.1company rating

    Finance service representative job in Rochester, NY

    Company Information: Regional Transit Service (RTS) is a regional transit authority established by New York State with more than 1,000 employees who proudly serve customers and business partners in Monroe, Genesee, Livingston, Ontario, Orleans, Seneca, Wayne, and Wyoming counties. Recognized as one of the best-run transit systems in the nation, RTS partners with the community it serves to provide vital, safe, and sustainable transportation services to nearly 8 million people each year. We carry out our mission by connecting our customers to jobs, school, healthcare, shopping, and recreational activities every day. JOB SUMMARY: The Customer Service Representative is an integral member of the RTS Team bringing our values to life every day - Integrity, Respect, Diversity and Inclusion, Engagement and Collaboration, Agility and Innovation, and Performance Focused. The Customer Service Representative, working alongside the entire Customer Service Team, is responsible for making it easy for our customers to enjoy the ride with RTS, in accordance with company policies and procedures. HOURLY RATE: $19.82 CURRENT AVAILABLE SHIFT: PART TIME (This is a union position associated with the Amalgamated Transit Union (ATU); therefore, all shifts are picked by seniority): Thursday 1pm-7pm Friday 2pm-7pm Saturday 10am-7pm Sunday 3pm-10pm ESSENTIAL FUNCTIONS: Receives, researches, and answers customer inquiries and requests regarding schedules, fares, special services, programs, and other related events Receives and places Community Partner pass orders Processes verbal and written requests for system information, programs, additional service, and timetables Receives and answers inquiries from departments and branches regarding Customer Service responsibilities Updates and maintains the Customer Service Department's system reference guides Participates in programs, presentations, and displays that require extensive customer contact Works on special projects or assignments as needed Distributes materials from other departments Exhibits the RTS WAY and brings our values to life every day. (Learn more at: ****************************** ) ADDITIONAL RESPONSIBILITIES: Other duties as assigned. Primarily assigned to the Customer Service Phone Center. Could also be required to work at the Main St. Front Desk or at the Transit Center. EDUCATION & EXPERIENCE: High School Diploma or GED required. At least 2 years of customer service experience in a call center environment. Familiarity with Rochester and its streets preferred. Knowledge of bus routes preferred. An equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above. KNOWLEDGE, SKILLS & ABILITIES: Ability to perform a variety of routine duties involving the use of procedures and the application of clearly prescribed standard practice where the employee could make minor decisions and use some judgment Ability to work with objectives defined by supervisor or by explicit procedures and rules. Assignments and the performance of tasks and activities are reviewed by supervisor in detail with the employee. Situations not covered by rules or procedures are referred to the supervisor. Proficient computer skills, including basic knowledge of Microsoft Office and Trapeze FX, and intermediate knowledge of salesforce.com, our Customer Relationship Management System, Where's My Bus, Account Based Ticketing, Routematch ride scheduling and the internet, especially Google Maps. Excellent customer service skills Excellent verbal and written communication skills Strong time management skills PHYSICAL DEMANDS & WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit while using hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to talk, hear, see, and use a computer. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is occasionally required to stand, walk, and reach with hands and arms. The noise level in the work environment is usually moderate. ADDITIONAL INFORMATION: Rochester Genesee Regional Transportation Authority (RGRTA) is committed to equal opportunity for all, without regard to race, religion, color, national origin, citizenship and/or immigration status, sex, sexual orientation, gender identity, pregnancy, age, veteran status, disability, genetic information, or any other protected characteristic under applicable federal or state law. RGRTA will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business.
    $19.8 hourly 13d ago
  • Customer Service Representative (CSR)

    Keenfinity

    Finance service representative job in Fairport, NY

    At KEENFINITY, we are a globally leading provider of innovative and professional security and communication solutions. With over 4,200 employees in over 50 countries worldwide, our ambition is clear: we offer more than just technology - we secure, connect, and amplify the moments that matter in life. Next to our passion for technology we're very passionate about our work environment. Based on values such as trust, appreciation, and accountability we all work together to shape the future - boldly, customer-focused and with a strong team spirit. This role is a hybrid position (3 days/week onsite) at our Fairport, NY office location. Job Description Keenfinity is committed to upholding the highest standards for service. Our goal is total customer satisfaction through products, service and support. Primary Responsibilites: Responsible for developing and maintaining excellent customer relationships. Handle various forms of customer contact, and accurately process customer orders for products and literature. Interface and provide customer service to our Major Accounts with special requirements, manage special projects, and create reports as required. Promote consistent and excellent customer relations and loyalty. Routinely communicate accurate delivery information, and promptly update customers when changes occur. Respond to customer inquiries in a timely manner through the most appropriate means of communication. Provide pricing, delivery information, order status, and return authorization to customers as specified by department procedures. Perform error-free order entry and modification. Follow up on orders as needed. Act as team player and effectively back up others as needed. Take initiative to find value-added work when call volume is low. Interface with internal departments on all aspects of customer service; serve as Voice of the Customer. Keep departmental files up-to-date per records retention procedures. Complete special projects as assigned by management. Qualifications High School Diploma or GED required. Associate's Degree in Business or related discipline preferred. 3-5 years of experience in customer service required; experience in a call center environment is preferred. Excellent computer skills and working familiarity with multiple software packages, preferably MS Excel and SAP ERP software packages. Minimum typing ability of 55 WPM. Must have strong verbal and written communication skills, professional telephone etiquette, and the ability to handle stressful situations in an efficient, professional manner. Must have a sense of team response to satisfy sales goals and assure 100% customer satisfaction. Multiple language capability is a plus! Additional Information The U.S. base salary for this full-time position is $44,000-$55,000 annually. Within the range, individual pay is determined based on several factors, including, but not limited to, work experience and job knowledge, complexity of the role, job location, etc. Reasonable accommodations may be made, to the extent they do not pose an undue hardship, to enable qualified individuals with covered disabilities to perform essential functions. Indefinite U.S. work authorized individuals only. Future sponsorship for work authorization is not available. All of your information will be kept confidential according to EEO guidelines. At Keenfinity we don't just build innovative solutions - we shape a smarter, more connected world through technology. We value different backgrounds, ideas, and experiences and we're committed to growing, learning, and celebrating success as one team. Everyone is welcome here - we foster an environment where everyone is respected, valued, and encouraged to be their authentic self. Keenfinity is an equal opportunity employer, offering equal opportunities for all. We welcome applications from people with disabilities and can offer support, if needed. When everyone has a chance to contribute, we all do better.
    $44k-55k yearly 12d ago
  • Customer Service Representative

    Admar Supply Co 3.9company rating

    Finance service representative job in Rochester, NY

    Full-time Description Job Description -Customer Service Representative Reports to: Rental Manager Primary Purpose: To greet our customers, generate sales and rental revenue by providing a consultative sales approach with both walk in and call in customers. Provide outstanding customer service. Essential Functions: Act as the front line customer service provider and “first impression officer” by warmly greeting the customer whether by phone or walk-in. Writes contracts , process reservations, and assigns equipment Quotes rental rates during the phone conversation (one call resolution). Product expert and consultant to the customers Handles small equipment sales for walk-in customers. Ensure that your store looks amazing by organizing the show room, providing ideas to improve the customer experience in the store or on location Establish and maintain a professional relationship with all customers(External and Internal) Accountable for managing the equipment rental guidelines and policies. The ability and internal desire to learn and pursue self-improvement Support and act as liaison to the outside sales force. The ability to work independently in a fast-paced environment. Performs other duties as assigned. Skills: Exceptional phone skills, customer service skills and common sense. The ability to calculate figures; such as discounts, interest, and percentages. Excel in a fast paced, highly urgent environment Ability to think on your feet, and natural inclination to go the extra mile to help the customer The ability to close the sale. Accumatica or other ERP system knowledge a plus Experience/Education: High School Diploma or equivalent. 2 - 5 years' experience as a rental coordinator or counter person preferably in the equipment rental industry. Highly competent computer and keyboarding skills (Microsoft Office) The desire to learn new equipment and do on-line learning. Strong verbal communication skills. Prior experience of working with a variety of construction equipment a plus. Verifiable references and a work history Physical Demands: While performing the duties of this job the employee is regularly required to sit, stand and walk. Employee must be able to lift and carry up to 50 lbs. The work environment is that of a typical warehouse office. Some exposure to cold, heat, noise, fumes and dust. Salary Description $20.00 - $22.00 per hour
    $20-22 hourly 60d+ ago
  • Customer Service Representative

    Studco Building Systems

    Finance service representative job in Webster, NY

    We are seeking a motivated and detail-oriented Sales Support Representative to join our dynamic team. This role is essential in providing exceptional customer service and supporting the sales team in achieving their goals. The ideal candidate will have a passion for helping customers and a strong understanding of sales processes. Responsibilities Handle inbound / outbound phone & email activity to assist architects, designers, custom home builders, general contractors, and building material distributors with post sales support functions Provide customers with technical product knowledge surrounding the installation and limitations of the product Host an internal weekly service meeting with cross functional departments to address customer issues and identify areas of improvements Log and troubleshoot Service Cases as needed on product issues after delivery Coordinate with EZConcept Planner to confirm delivery ETAs as requested by customer Work with our logistics team and freight carriers to secure freight quotes, or to provide updated tracking information, and to submit damage claims as necessary Work with Finance and Supply Chain to handle customer credits & return authorizations Create quotes and review drawing documents as needed to finalize replacement orders Work with independent sales reps to assist with jobsite support when troubleshooting challenges in the field. Understand and maintain confidentiality relating to all business activities, especially relating to manufacturing details and customer/ supplier details. Perform other related duties as assigned by the General Manager of sales operations Required Skills: Bachelor's Degree in Business or a related Customer Service field Professional demeanor, high-energy, fast-paced, focused Fanatical customer service skills Effective & empathetic communication skills Advanced computer skills Strong Reasoning Ability Excellent interpersonal skills Firm Decision Making skills Attention to detail and high level of accuracy An ability and desire to work with technical information Stress Management Time Management Skills Preferred Skills: Door and frame industry experience given additional consideration Familiarity with ERP systems, specifically NetSuite CRM Software experience
    $31k-40k yearly est. 60d+ ago

Learn more about finance service representative jobs

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

The average finance service representative in Irondequoit, NY earns between $34,000 and $105,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Irondequoit, NY

$60,000

What are the biggest employers of Finance Service Representatives in Irondequoit, NY?

The biggest employers of Finance Service Representatives in Irondequoit, NY are:
  1. Fidelity Holding
  2. ESL Federal Credit Union
  3. Fidelity Investments
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