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Finance service representative jobs in Utica, NY

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  • Customer Service Representative

    Optum 4.4company rating

    Finance service representative job in Cooperstown, NY

    is Onsite. Our office is located at 31 Beaver Street, Cooperstown, NY. Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. This position is full time. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours: 2:30pm - 11:00pm Monday - Thursday, Sundays 8:00am - 4: 30pm.It may be necessary, given the business need, to work occasional overtime. We offer 3 weeks of on-the-job training. The hours of training will be aligned with your schedule. Primary Responsibilities: Answers inbound phone calls while providing a high-quality patient/caller experience. Responsible for code and emergency team response Monitoring various hospital alarm systems and responding in an efficient and timely manner. Schedules, reschedules, and cancels appointments. Works all assigned work timely according to department standards and documents all actions in the system. Registers new patients, verifies patient demographics and health insurance, updates patient information in designated databases. Responds to general information requests and/or inquiries from patients, physicians, medical offices, and other callers. Communicates effectively and in a professional manner. Processes all work-related responsibilities in an efficient, timely and accurate manner. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED Must be 18 years of age OR older Familiarity with computer and Windows PC applications, which includes the ability to navigate and learn new and complex computer system applications. Ability to work full time onsite at Bassett Medical Center, 31 Beaver Street, Cooperstown, NY Ability to work 2:30pm - 11:00pm Monday-Thursday, Sundays 8:00am - 4:30pm onsite Preferred Qualifications: 1+ years of experience in healthcare customer service Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $16.00 - $27.69 per hour based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RPO #RED
    $16-27.7 hourly Auto-Apply 1d ago
  • Citizens Banker

    Citizens 2.9company rating

    Finance service representative job in Fayetteville, NY

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $24.15- $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $24.2-26.5 hourly Auto-Apply 1d ago
  • Customer Service Representative

    Stewart 4.5company rating

    Finance service representative job in Syracuse, 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 Performs centralized clerical processing of documents related to accurate and timely title production Communicates information and instructions to branch offices; limited to no interaction with customers Performs a wide range of support functions to assist in departmental processes Follows clearly defined procedures to complete daily tasks and responsibilities Uses existing procedures to solve straightforward problems without the consistent need to exercise discretion Uses basic communication skills to address internal and/or external clients and/or team members Individual contributor working under direct supervision with little autonomy Performs all other duties as assigned by management Education High school diploma required; Bachelor's preferred Experience Typically requires 0-2 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 $35,969.76 - $59,949.60 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
    $36k-59.9k yearly Auto-Apply 37d ago
  • Member Service Representative

    Fulton County YMCA 3.6company rating

    Finance service representative job in Johnstown, NY

    The front Desk staff role is defined around the YMCA's core principles: Caring, Honesty, respect and responsibility. Under the supervision of the membership coordinator, the front desk staff is responsible for the delivery of excellent customer service to all members, guests, and participants of the YMCA. This individual will be responsible for the sale of membership, responding to the needs of our members, and keeping the work area clean, all while adhering to the YMCA's core principles. Engage with member with a positive upbeat attitude Tours for prospective members Entering member information into the software system with accuracy Handling money and giving change accurately Assisting and handling of member, guest, and participants concerns. Escalating any situations to a manager if it cannot be resolved. Forwarding calls to their appropriate department Qualifications Highschool or equivalent education Two years of customer service experience preferred CPR certified, or within 60 days of hire
    $32k-39k yearly est. 60d+ ago
  • Part Time (20 Hours) Associate Banker - Seventh North - Liverpool, NY

    JPMC

    Finance service representative job in Liverpool, 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
    $73k-147k yearly est. Auto-Apply 60d+ ago
  • Financial Service Representative (FSR)

    Sidney Federal Credit Union

    Finance service representative job in Cicero, NY

    Job Description Here at SFCU we define our culture as one of GROWTH . Growing our member, growing our employee, and growing our organization. This position is a great opportunity to join our innovative and growing SFCU team! Providing service and support, you will have the opportunity to build relationships with both members and potential members. Through engagement, you will be creating a valuable experience as you analyze information to identify needs and offer our products and service solutions. In this role you are sure to feel a sense of satisfaction in assisting our members and potential members to achieve their financial wellness goals. Position Summary: The Financial Service Representative handles more complex member service functions, offering in-depth financial education, and acting as a trusted resource for specialized account and loan needs. This individual consistently meets or exceeds current performance expectations, maintains a strong sales performance and actively engages in business development. The FSR is qualified to open/manage consumer and business accounts. Also, respond to a wide range of consumer lending inquiries, including home and business loan applications. This role is critical to ensuring exceptional member service, operational consistency, and team support. Pay Range: $22.30 - $27.87 per hour Key Responsibilities: Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance. Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans. Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements. Provide personalized financial education to members, promoting financial literacy and awareness of available products and services. Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions. Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues. Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement. Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success. Perform other related duties as assigned to support member needs and overall business objectives. Qualifications: Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance. Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans. Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements. Provide personalized financial education to members, promoting financial literacy and awareness of available products and services. Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions. Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues. Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement. Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success. Perform other related duties as assigned to support member needs and overall business objectives. Physical Requirements: Ability to remain in a stationary position for extended periods. Frequent standing, sitting, walking, and use of office equipment. May occasionally need to lift up to 25 pounds. Work Schedule: Full-time position with availability during all branch hours, including Saturdays. May be required to open or close the branch. Flexibility to travel to alternate branches when business needs arise. Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability . Job Posted by ApplicantPro
    $22.3-27.9 hourly 11d ago
  • Banker Associate- Emerging Middle Market- Associate

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Syracuse, NY

    JobID: 210687760 JobSchedule: Full time JobShift: Base Pay/Salary: Albany,NY $90,000.00-$110,000.00; Syracuse,NY $90,000.00-$110,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. 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 20d ago
  • CSR Call Center - ENT

    Us Tech Solutions 4.4company rating

    Finance service representative job in East Syracuse, NY

    Client is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make modern life possible by delivering safer, smarter and more sustainable services that make a difference to people and our planet while revolutionizing industry trends. This is why we come to work every day. Join us and we can make a difference together. If you thrive in a fast-paced environment and are looking for an opportunity to develop your customer service career, then we have a great opportunity for you. We are seeking a motivated, process-oriented individual in our Customer Care Center to support our customers via telephone and written communications. Our channel includes end user-homeowners, installing and servicing contractors, and distributors. Our Call Center is a high-volume, fast paced and metric driven call-center team atmosphere with high emphasis on customer satisfaction. **Key Responsibilities:** - Provide exceptional customer support to homeowners. - Handle homeowners to assist with locating local service providers. - Manage all customer interactions via inbound/outbound phone, email, and written correspondence. - Assist consumers with troubleshooting Wi-Fi connectivity and Remote access on website or phone applications. - Communicate customer facing issues to management and identify areas of opportunity - Collaborate with internal departments to resolve customer opportunities - Actively participate in departmental Excellence initiatives as well as agent certifications **Preferred Qualifications:** - High School Degree/GED - 2+ years of experience in a call center and troubleshooting **Key Qualifications:** - Working knowledge of call center tools such as CRM (Customer Relationship Management software) and phone tools (Salesforce experience preferred) - Ability to handle between 75-90 phone calls per day while maintaining a positive/responsive attitude with the customer - Excellent customer service skills - Strong written and oral communication skills - Proficient in MS Office (specifically Word and Excel) - Strong analytical skills, accuracy and attention to detail - Sense of urgency; strong organizational skills and ability to handle multiple tasks at one time - Creative problem-solving skills - Self-starter and well organized, able to multi-task and prioritize work **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (********************************** . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $32k-38k yearly est. 60d+ ago
  • Relationship Banking Associate

    Nbtbancorp

    Finance service representative job in Oneida, NY

    Pay Range: $17.50 - $19.62The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
    $17.5-19.6 hourly Auto-Apply 34d ago
  • Regional Member Service Representative

    Americu Credit Union 3.9company rating

    Finance service representative job in Syracuse, NY

    Regional Member Service Representative Location: 200 Walton St, Armory Square, Syracuse NY 13202 Starting Pay for this role - $19.31/hour to $24.14/hour, actual starting pay will depend on experience Position is overtime eligible and incentive eligible Who Are We? AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide! The Position: AmeriCU Credit Union is in search of a Regional Member Service Representative who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. What You'll Do: As a Regional Member Service Representative your primary responsibilities will include: Greet members in a professional and enthusiastic manner that encases the MVP-1 Team culture. Demonstrates a general understanding of AmeriCU's Strategic Plan and how their role impacts the success of the credit union. Serve as the primary liaison for introducing members to our ITM technology, as well as conducting traditional teller transactions. Providing a consultative sales approach to meet our members financial needs by effectively interpreting credit bureau reports, proactively identifying opportunities to cross-sell and up sell beneficial products and services to include secured and unsecured loans, credit cards and real estate loans. Retain, Expand, and Acquire relationships by referring and cross selling credit union products and services through courtesy calls or in person. Demonstrates the ability to contribute to Financial Center lending goals, including error free loan documentation. Develop a strong partnership with line of business partners for the purpose of focusing on member acquisition and deepening the relationship of current members. Meet or exceed annual sales and service goals. Serve as the lead trainer in the assigned FC for both desk and teller line new hires, may be asked to provide support in other regional financial centers as needed. Record encounters with current and prospective members in the credit union CRM system for tracking purposes. Accurately perform account servicing and file maintenance as required. Adhere to all credit union and departmental policies and procedures. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards and policies with particular attention to the Bank Secrecy Act (BSA) and SAFE Act. Demonstrates community engagement and involvement. Come grow with us! Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits: Competitive rates on our Medical, Dental and Vision plans Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU's High Deductible Health plans Paid Holidays Paid Time off Employee Appreciation Events 401(k) Matching after 1 year of employment Employee Assistance Program Tuition Reimbursement for Full-time employees after 1 year of employment Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees Enhanced Short Term Disability - at no cost to you! Get to know us more by clinking on the links below. See why YOU should choose AmeriCU! ***************************************** ************************************
    $19.3-24.1 hourly 60d+ ago
  • Customer Service Representative

    Pathfinder Bank 3.6company rating

    Finance service representative job in Syracuse, NY

    Summary/Objectives The Customer Service Representative (CSR) is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. The position is a key driver of branch referrals that assist the branch team in achieving their annual goals. The CSR is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in growing the bank, while managing preventable losses and reducing fraudulent activity. Essential Functions * Deliver exceptional customer experiences including proactively greeting customers, smiling, using their name, and ending each interaction (whether in person or on the phone) by saying, "Thank you for banking with Pathfinder Bank." While maintaining confidentiality of all customer records and documents. * Process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing in an accurate and efficient manner. Assist with support work. * Promotes the Bank's products and services and refers customers to the appropriate sales personnel. Answers customers' routine banking questions; refers complex inquiries to management. * Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the employee difference policy. * Update customer contact information on an ongoing basis to be sure we have the most accurate data on the even the bank would need to contact them. * Understand and adhere to risk and regulatory standards, policies, and controls. Identify risk-related issues needing escalation to management. * Demonstrate by proactively assisting other branch colleagues when needed as well as actively participating and contributing during branch team meetings. Secondary Functions * Assist Branch Management with any other duties as assigned. * Floating /Covering shifts - both within assigned branch location and at other branch locations * Attend all required branch meetings, bank business meetings and activities. Competencies * Customer Service Expertise * Basic Computer Skills * Attention to Detail * Problem Solving * Teamwork * Communication Supervisory Responsibility None Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and filing cabinets. Physical Demands 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 or stand at a desk and work on a computer. The employee must be able to lift and/or move up to 15 pounds. The employee mush have physical strength to handle routine office materials and tools. Dexterity of hands and fingers. There may be occasional lifting and transporting up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Travel If necessary, travel will be primarily during the work day. Requirements * High school diploma or equivalent * At least one year customer service experience * 1-3 years banking experience or cash handling experience * Professional in appearance and conduct * Intermediate computer skills (Microsoft Office and Outlook) * Basic mathematical functions * Ability to work as part of a team and assist other team members * Ability to adapt to change * Attention to detail and quality of work * Ability to multi-task * Positive attitude Preferred Education, Experience and Qualifications * Previous sales or referral making experience * Community involvement Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for these job duties, responsibilities and activities may change at any time with or without notice.
    $34k-38k yearly est. 7d ago
  • Member Service Representative I (Teller- Full-Time)

    First Source Fcu 4.0company rating

    Finance service representative job in Rome, NY

    The primary responsibility of this position is to provide an exceptional experience to our membership by promoting the mission, service objective and values of the organization. Seek to identify opportunities to improve our members' financial lives through counseling and education. Promote Credit Union products and services, through member engagement. Maintain a high level of quality standards. ESSENTIAL JOB FUNCTIONS Processes transactions, including all types of deposits, withdrawals, money orders, traveler's checks, loan payments, mail transactions and cash advances. Verifies cash and endorsements, issues receipts, orders checks, and places stop payments on checks for members. Provides members with service and information in regard to the services offered by the credit union; researches and solves member questions, problems and complaints. Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source. Totals member transactions at the end of the day and completes proving report for departmental reporting; prepares and verifies night drop deposit. Maintains cash drawer with a high degree of accuracy. Assists with all operational duties, audits, and may shadow new MSRs as requested. Some duties may include the daily reconciling of ATM's, CDM's, Negotiables, and Safe Deposit Box access. Maintains general working knowledge of products and services offered by the credit union and answers member questions in an informed, service driven, and courteous manner. Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source. Identifies and refers possible new business opportunities to FSR's. Meet all individual referral goals assigned. Adhere to the credit union's Universal Behavior Policy. Required to participate in First Source Federal Credit Union events as well as designated Community events. Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy, OFAC, and Privacy. Required to attend training sessions as appropriate. Required to travel as needed Performs other duties as assigned. UNIVERSAL BEHAVIORS Knowledgeable and Experienced I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by: Looking for answers until I find them. Seeking opportunities to learn from others. Appreciating and respecting others views. Acknowledging mistakes and learning from them. Going out of my way to share my knowledge and experience. Striving for Operational Consistencies I promise to make it easy for you through consistency, efficiency, and accuracy by: Doing it right the first time, being thorough and accurate. Taking pride and ownership in my work Making and keeping commitments. Continuing to look for better ways to do things and challenging the status quo. Rewarding Work Environment I promise to show care, compassion, and respect toward everyone I interact with by: Being approachable and accessible to others. Creating a pleasant work environment for each other. Always asking what more I can do. Resolving differences promptly Recognizing the contributions of others. Embracing diversity in the workplace. Committed to Member Service I promise to deliver exceptional member service by: Interacting with a natural and genuine friendliness. Being courteous and respectful. Creating a welcoming environment. Exceeding your expectations. Sharing the moment and finding common ground. QUALIFICATIONS, SKILLS AND EXPERIENCE High School or equivalent or prior related experience Good communication skills Attention to detail Computer aptitude Professional appearance and ability to work flexible hours
    $28k-34k yearly est. Auto-Apply 12d ago
  • Member Service Representative

    Secny Federal Credit Union 2.7company rating

    Finance service representative job in Syracuse, NY

    Are you looking for a career where you can advance? Do you want to work for a company that truly cares about its employees, members, and community? If your answer to these questions is an enthusiastic YES then please keep reading! SECNY Federal Credit Union is currently looking for Member Service Representatives, with eligibility for our Manager Associate Program at the following branch locations: Fairmount Onondaga Hill The Member Service Representative provides a full range of financial transaction services to our members, including receiving and disbursing money in a timely and accurate manner. Duties & Responsibilities: Performs routine member transactions, including, but not limited to deposits, withdrawals, cash advances, loan payments, transfers, check cashing, selling of money orders and the daily scanning of checks Verifies cash and endorsements, issue receipts, and prepares stop payments on checks for members Provides members with information on credit union services and makes appropriate referrals for new products and services with the goal of being the primary financial institution of all members Answers phones and responds to member's requests, concerns and complaints in an effective and pleasant manner and directs them to the proper person for specific information and assistance Cross-sells credit union products and services as appropriate Provides membership, either by phone or in person, with factual and up-to-date information concerning specific accounts Maintains proper security and surveillance over workstation and cash drawer assigned Executes proper security procedures during robberies, forgeries, and other suspicious or dangerous situations Assists other Member Service Representatives with related duties as assigned Log and process night deposits and mail transactions Maintains complete and accurate accounting of all transactions completed at the Member Service Representative station that includes verification of starting cash, balances brought forward from the previous day, balancing of cash/transactions when relieved from Member Service Representative station during operating hours and completes balancing procedures at the close of business Records of transactions and balancing will be neat and prepared in ink and double checked for accuracy Assists in balancing of other Member Service Representatives as needed Stays current with all services and products provided by the credit union and cross-sells these services and products whenever possible Displays a pleasant, professional style on the job and follow guidelines established by the credit union's Board policy Completes all training designed to enhance capabilities including in house training as well as outside seminars and workshops Acquires and maintains the necessary working knowledge of federal and state laws and regulations and credit union bylaws and policies in order to ensure compliance Participates in credit union functions such as International Credit Union Day, home shows, open houses, and credit union seminars Education & Experience High school diploma or general education degree (GED); or one-year related experience in cash handling or customer service experience; or equivalent combination of education and experience. Benefits Included: 12 paid holidays Medical and Dental Insurance Life Insurance and Long Term Disability Vacation, Personal, and Sick time 401k plan Work/life balance SECNY FCU is an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
    $34k-40k yearly est. 30d ago
  • Member Service Representative - Part Time

    YMCA of Central New York 3.1company rating

    Finance service representative job in Syracuse, NY

    Part-time Description A Career with a Cause: Our mission and core values are brought to life by our culture. In the Y, we strive to live our cause of strengthening communities with purpose and intentionality every day. Our mission is to put Christian principles into practice through programs that build healthy spirit, mind, and body for all. The Y strengthens the foundations of communities and families through our key areas of focus; youth development, healthy living, and social responsibility and our core values of caring, honesty, respect, and responsibility. We are committed to this cause because a strong community is achieved when we invest in our children, health, neighbors, and values. We are welcoming: we are open to all. We are a place where you can belong and grow. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to become a catalyst in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all else, we are on a relentless quest to make our community stronger beginning with you. General Functions: Under the direction of the Member Services Coordinator, the Membership Service Representative is responsible to greet and welcome all members and visitors of the YMCA in a highly professional manner. The incumbent will provide tours to potential members, sell memberships, register members for programs, answer phones, develop relationships with members to ensure member retention and satisfaction, respond to member questions and concerns, complete a variety of transactions to maintain member database records, and perform various clerical functions as assigned. The incumbent must perform their duties in accordance with the policies, goals, mission, values and objectives established by the YMCA of Greater Syracuse. The incumbent accepts, demonstrates and teaches the mission of the YMCA and its capacity to build strong kids, families and communities with the ability to articulate and model YMCA's core values of caring, honesty, and respect and responsibility. YMCA Membership Department Quality Service Theme: We create a welcoming, inviting community conducive to building lifelong relationships. Responsibilities/Duties/Functions/Tasks: The essential functions of this position include, but are not limited to the following: · Greet all members by learning and using their names and doing whatever is needed to make their experience at the YMCA a pleasant one; these include providing excellent member service by greeting members by name, scanning members' cards, monitor and control access to the facility, process membership sales, provide tours to prospective members, register members for programs, and troubleshoot member issues. · Develop positive relationships with members fostering an atmosphere of community, which in turn will have an overall positive effect on member retention. · Take the initiative to build committed and connected long-term relationships with members. · Accurately input member information as needed into the computer and process all fees and payments following established cash handling procedures. · Responsible for completing daily and end of shift reports. · Answer phones in a politely, professional manner, ensuring calls are routed to the appropriate departments and messages are accurate and given to the intended person. · Possess a strong understanding of all programs, activities and services, with the ability to provide members detailed, accurate and timely information regarding schedules, costs, wait lists, programs and facility information. · Participate in all member retention programs, strategies, promotional efforts, and fundraising campaigns. · Open and close the facility according to established procedures. · Handle emergencies as they arise. Complete incident reports as required. · Work as a team member in handling all assigned tasks. · Assist in reviewing, revising, developing and continuous improvement of Member Service Desk services, systems, procedures and guidelines. · Assist in the training of and development of new Member Service staff. · Assist in maintaining branch cleanliness, appearance and safety through periodic rounds using established procedures. · Take responsibility at the beginning of the shift to check the communications binder for daily updates, verify cash, check that member communication materials are stocked and work area is orderly and neat. · Communicate pertinent information with the Member Service Supervisors at the beginning or ending of their shift. · Adhere to and enforce all YMCA policies and procedures; also ensure that members are aware of policies and procedures that apply to members. · Maintain privacy requirements by not sharing personal, financial or credit information about members including but not limited to, phone numbers, addresses, program participation, financial information or personal situations. · Attend all required staff meetings and trainings. · Other duties as assigned by Supervisor. Requirements Experience and Education: · High School Diploma or equivalent. · Prefer a minimum of one year or more experience working in customer service field. Qualifications: · High degree of human relation and customer service skills, the incumbent must a ‘people person' with the ability to establish, collaborate and maintain positive relationships with members, staff, volunteers and the general public. · Ability to handle multiple tasks, work independently, resolve problems and possess effective time management skills. · Possess basic computer skills and a good working knowledge of Microsoft Office Programs experience with data base management software is preferred. · Must be a team player who demonstrates strong verbal communication, interpersonal, organizational, problem solving and customer service skills. · Possess and demonstrate excellent telephone etiquette. · Possess and demonstrate ability to: read, interpret and effectively communicate documents, information and instructions such as safety rules, program policies, rules and procedures, Member Service and Welcome Desk procedures and YMCA policies and procedures. In addition, perform basic writing and mathematical skills (i.e. simple correspondence, adding, subtracting, multiplying, dividing decimals and fractions). Perform basic computer skills such as entering program transactions etc; solve problems and deal with a variety of situations and/or complaints; work with minimum supervision; work as part of the membership, volunteers and YMCA staff team. Trainings & Certifications: · Must complete online Bloodborne Pathogens, Employee Safety and Youth Protection Series trainings prior to initial assignment to position. · Must hold CPR, AED, and 02 (First Aid may be required at some branches) certifications or successfully complete no later than 30-days after employment begins. · Must complete online Hazard Communication training within the first 90-days of employment. · Must attend and complete Activate America and Quality Service Training within the first 90-days of employment. Core Competencies: · Supports the Mission, Vision and Direction of the YMCA: Understands and supports the mission of the YMCA; displays the YMCA values; displays flexibility and accepts changes; is willing to try new methods and make suggestions; shows a strong commitment to the YMCA; conveys enthusiasm for the YMCA and his/her work. · Builds Community: Understands and embraces the role of volunteers; helps members and participants make connections to others and to the YMCA; practices effective relationship-building techniques; supports the role of fund-raising in achieving the YMCA mission. · Provides a Quality Experience for Members, Participants, Internal Customer and Other: Possesses the ability to deliver outstanding experiences for members, participants, internal customers and others; builds warm and supportive relationships; consistently greets and assists everyone in a positive way; strives to provide service that will exceed expectations; responds to concerns and complaints in a way that makes each person feel valued; initiates action for prompt resolution; looks for better ways to serve in involve members, participants, internal customers and others. · Works Productively: Demonstrates responsible actions; consistently performs duties in a safe and conscientious manner within the agreed upon timeframe; follows standards, policies and procedures; is reliable and consistently punctual; actively participates in staff meetings, required trainings, and other work related activities; uses good judgment; uses YMCA resources appropriately and efficiently. · Uses Effective Personal Behaviors/Communicates Effectively: Treats everyone with courtesy, respect and consideration; displays integrity; listens actively and genuinely; communicates in a clear and pleasant manner; Member Service Representative, Job Description embraces differences among people; demonstrates an active willingness to learn and grow; accepts constructive criticism; works cooperatively as a team member. Effect on End Result This position has a primary impact on the overall effectiveness with which the YMCA membership department accomplishes its goals and objectives in service to the community through: The YMCA will be recognized by the community at large as giving excellent service to all who walk through our doors or call us on the phone. The interpretation of the purpose of the YMCA in regard to the community as evidenced by continued good community relations. Growth in membership, programs, and special services. Physical Demands: Ability to frequently sit, use his/her hands and fingers, stand, typing, walk, reach, climb, balance, stoop, crouch, kneel and climb stairs. Occasionally required to lift and/or carry and move up to 30 pounds. Specific vision abilities required close, color, distance, peripheral, depth perception and ability to adjust focus. Hear noises and distress signals in the teen environment with background noise and perform all needed rescues skills. Ability to occasionally, run in case of an emergency. Work Environment: While performing the duties of the incumbent is exposed to a normal work environment and weather conditions prevalent at the time. Noise level in the work environment is moderate but at time can be loud. Salary Description $15.50/hour
    $15.5 hourly 47d ago
  • Member Services Representative

    Fitness Holdings-Crunch Fitness

    Finance service representative job in Cicero, NY

    Job DescriptionBenefits: Employee discounts Free uniforms Opportunity for advancement Crunch Fitness is looking for Membership Sales Representatives to join our growing team. Come change lives through fitness! Are you looking for a career opportunity in one of the fastest growing fitness clubs? Crunch Fitness is now accepting applications for qualified, professional, & career minded Membership Sales Representatives that are ready to change lives, be a part of a team and grow personally within a premier organization. With over 45 locations and even more planned, this position offers tremendous opportunity for growth & career advancement. The Membership Sales Representative will be responsible for: Greeting all members and guests with a smile Driving membership sales Building value to have new customers enroll in personal training Touring new or potential members Generating leads through outreach initiatives Collecting outstanding balances from current membership base Checking in members, answer phones, making sales calls Assisting in maintaining cleanliness Creating fun and engaging social media opportunities What We Look For In Our Fitness Professionals: Competitive, someone who wants to win! Outgoing personality, not afraid to put yourself out there! Ability to handle multiple tasks at once Flexible schedule A desire for personal/professional growth and development Team player Organized Be willing to go above and beyond Efficient and effective communication skills The Ways You Benefit: Growth opportunity in a rapidly growing company Free Crunch Fitness membership If youre ready to stop looking for a job and ready to begin a CAREER then now is the time to contact Crunch.
    $26k-39k yearly est. 19d ago
  • Private Client Banker - Dewitt - Syracuse, NY

    JPMC

    Finance service representative job in Syracuse, NY

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $58k-130k yearly est. Auto-Apply 60d+ ago
  • Relationship Banking Associate

    Nbtbancorp

    Finance service representative job in Johnstown, NY

    Pay Range: $17.50 - $19.62The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
    $17.5-19.6 hourly Auto-Apply 8d ago
  • Member Service Representative I (Teller- Full-Time)

    First Source FCU 4.0company rating

    Finance service representative job in Rome, NY

    Job Description The primary responsibility of this position is to provide an exceptional experience to our membership by promoting the mission, service objective and values of the organization. Seek to identify opportunities to improve our members' financial lives through counseling and education. Promote Credit Union products and services, through member engagement. Maintain a high level of quality standards. ESSENTIAL JOB FUNCTIONS Processes transactions, including all types of deposits, withdrawals, money orders, traveler's checks, loan payments, mail transactions and cash advances. Verifies cash and endorsements, issues receipts, orders checks, and places stop payments on checks for members. Provides members with service and information in regard to the services offered by the credit union; researches and solves member questions, problems and complaints. Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source. Totals member transactions at the end of the day and completes proving report for departmental reporting; prepares and verifies night drop deposit. Maintains cash drawer with a high degree of accuracy. Assists with all operational duties, audits, and may shadow new MSRs as requested. Some duties may include the daily reconciling of ATM's, CDM's, Negotiables, and Safe Deposit Box access. Maintains general working knowledge of products and services offered by the credit union and answers member questions in an informed, service driven, and courteous manner. Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source. Identifies and refers possible new business opportunities to FSR's. Meet all individual referral goals assigned. Adhere to the credit union's Universal Behavior Policy. Required to participate in First Source Federal Credit Union events as well as designated Community events. Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy, OFAC, and Privacy. Required to attend training sessions as appropriate. Required to travel as needed Performs other duties as assigned. UNIVERSAL BEHAVIORS Knowledgeable and Experienced I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by: Looking for answers until I find them. Seeking opportunities to learn from others. Appreciating and respecting others views. Acknowledging mistakes and learning from them. Going out of my way to share my knowledge and experience. Striving for Operational Consistencies I promise to make it easy for you through consistency, efficiency, and accuracy by: Doing it right the first time, being thorough and accurate. Taking pride and ownership in my work Making and keeping commitments. Continuing to look for better ways to do things and challenging the status quo. Rewarding Work Environment I promise to show care, compassion, and respect toward everyone I interact with by: Being approachable and accessible to others. Creating a pleasant work environment for each other. Always asking what more I can do. Resolving differences promptly Recognizing the contributions of others. Embracing diversity in the workplace. Committed to Member Service I promise to deliver exceptional member service by: Interacting with a natural and genuine friendliness. Being courteous and respectful. Creating a welcoming environment. Exceeding your expectations. Sharing the moment and finding common ground. QUALIFICATIONS, SKILLS AND EXPERIENCE High School or equivalent or prior related experience Good communication skills Attention to detail Computer aptitude Professional appearance and ability to work flexible hours
    $28k-34k yearly est. 2d ago
  • Relationship Banker - Cicero and Syracuse, NY

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Cicero, NY

    JobID: 210578277 JobSchedule: Full time JobShift: Day Base Pay/Salary: Syracuse,NY $20.00-$27.88; Cicero,NY $20.00-$27.88 You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities * Delivers an exceptional customer experience by acting with a customer-first attitude * Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations * Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships * Influences, educates, and connects customers to technology * Possesses initiative and knowledge to provide financial options for customers using a consultative approach * Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together * Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills * 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results * High school degree, GED, or foreign equivalent * Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire * Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs * Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills * College degree or military equivalent * Professional, thorough, and organized with strong follow-up skills * Exude confidence with clients when sharing product knowledge and solutions * Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $42k-62k yearly est. Auto-Apply 60d+ ago
  • Member Service Representative I

    Americu Credit Union 3.9company rating

    Finance service representative job in Cicero, NY

    Member Service Representative Location: 6414 State Route 31, Cicero NY 13039 Starting Pay for this role - $21.50/hour to $23.00/hour, actual starting pay will depend on experience Position is overtime eligible and incentive eligible Who Are We? AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 160,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide! The Position: AmeriCU Credit Union is in search of a Member Service Representative who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. What You'll Do: As a Member Service Representative your primary responsibilities will include: Greet members in a professional and enthusiastic manner that encases the MVP-1 Team culture. Demonstrates a general understanding of AmeriCU's Strategic Plan and how their role impacts the success of the credit union. Serve as the primary liaison for introducing members to our ITM technology, as well as conducting traditional teller transactions. Retain, Expand, and Acquire relationships by referring and cross selling credit union products and services through courtesy calls or in person. Develop a strong partnership with line of business partners for the purpose of focusing on member acquisition and deepening the relationship of current members. Meet or exceed annual goals. Serve as the lead trainer in the assigned FC for both desk and teller line new hires, may be asked to provide support in other regional financial centers as needed. Record encounters with current and prospective members in the credit union CRM system for tracking purposes. Accurately perform account servicing and file maintenance as required. Adhere to all credit union and departmental policies and procedures. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls in accordance with credit union or regulatory standards and policies, with particular attention to the Bank Secrecy Act (BSA) and SAFE Act. Demonstrates community engagement and involvement. Come grow with us! Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits: Competitive rates on our Medical, Dental and Vision plans Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU's High Deductible Health plans Paid Holidays Paid Time off Employee Appreciation Events 401(k) Matching after 1 year of employment Employee Assistance Program Tuition Reimbursement for Full-time employees after 1 year of employment Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees Enhanced Short Term Disability - at no cost to you! Get to know us more by clinking on the links below. See why YOU should choose AmeriCU! ***************************************** ************************************
    $21.5-23 hourly 5d ago

Learn more about finance service representative jobs

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

The average finance service representative in Utica, 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 Utica, NY

$59,000
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